More on dividend growth investing -> Join our market newsletter!

In today's episode, Greg dives into a practical application of our dividend growth strategy by discussing a recent buy, a watch, and a sell.

He starts the episode with Hershey (HSY), exploring why this classic chocolate maker made it into our portfolio despite soaring cocoa prices. Although it may sound like a boring name, companies like this can generate outsized long-term returns.

For the watch candidate, Greg turns his attention to CVS Health (CVS). Despite its financial strength and attractive valuation, he discusses CVS's coming headwinds. Sometimes when there is a lot of negative sentiment surrounding a company, there is potential to make a lot of money.

Lastly, Greg explains his decision to trim our position in Emerson Electric (EMR). Even though it is a long-time dividend growth stalwart and has seen strong price performance recently, it no longer meets our dividend growth criteria.

Send us a Text Message.

Notes & Resources:

DCM Investment Reports & Models

If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com.

Visit our website to learn more about our investment strategy and wealth management services.

Follow us on:
Instagram - Facebook - LinkedIn - Twitter

If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review