Recent Investments - February 7th
I wanted to let you know that I made two small investments this morning. Both are companies that I already own in the Dividend Growth Investor portfolio. I decided to add to them, because I find them attractively valued, and I also want to increase my position there to $500 - $1000 at cost. I've been going through the list of companies I own, and trying to determine if I want to increase allocation to companies I own, or keep them unchanged.
My decision is based on current valuation, as well as my review of recent earnings and dividends trends. If a company has stopped raising dividends, or raises them at a very slowing pace due to changes affecting earnings, I would likely not add to it. I also take into account the trade-off between current yield and future estimated dividend growth, along with stability of the business, dependability of the earnings stream, and how cyclical that business is.
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