Nick Fury

[Nick Fury @Aterequus]

Regrets 1.7 GLW . . . what I did with the money, but hopefully I remember this in the future.

[Nick Fury @Aterequus]

Regrets #1 I’ve been hearing more lately about Broadcom. It ran up like crazy while I owned, so much so that it scared me out of it. I’ve never really regretted it, but I got curious. When I started looking for it, though, I found something I regretted more, Corning.

[Nick Fury @Aterequus]

Regrets 1.6 GLW . . . bagger, I could trim my original investment and still have a 4x for free. It is a bigger regret for me than never buying Apple, even though that could literally have been a seven-figure mistake. I owned GLW. I never owned APPL. I’ll check into . . .

[Nick Fury @Aterequus]

I really want to have the patience for pure dividend growth, but I have snapped up a few special situations/cyclicals/turn-arounds. I haven’t been burned badly yet by those. I’ve been more likely to get scared out of a low-yielding, fast grower like AVGO and MSFT.

[European Dividend Growth Investor @European_DGI]

@Aterequus Thanks so much Nick!

Yeah, this is always where investing becomes very personal and perspectives can change over time. I noticed that some things i look slightly different at now that i'm nearing FI

[Nick Fury @Aterequus]

Long JNJ since 2010ish. Sold off some at times. Split it half last year to buy some MRK, but yes, it doesn’t keep me up at night.

[European Dividend Growth Investor @European_DGI]

Johnson & Johnson, an iconic dividend grower, was "dead money" during the entire COVID era.

The "only" thing we got at the time was that boring dividend, BUT I must confess, I did sleep really well at night.

The last 1.5 years, though, it generated a lot of share price growth.

To me, this is a nice example where I was able to accumulate shares via dollar-cost averaging during the prolonged "dead-money" period.

Today, I'm just letting it ride, and I continue to feel the joy of collecting the dividends.

What's probably boring for most investors is exciting to me.

To many more dividends 🥂

Discl: long $JNJ

[Nick Fury @Aterequus]

Cyclicals 1.3 . . . Infrastructure. Podcast does bring up interesting points on cyclicals, though. I appreciate the discussion, and I glad to have you guys back for my Saturday mornings.

[Nick Fury @Aterequus]

@European_DGI Woohoo! Welcome back! Listening now. Interesting discussion on cyclicals with BHP and XOM. We have always had a bunch of XOM. I have sold it to pay for things, but always cringe at the subsequent loss of dividends. I owned RIO for a while, but got . . .

[Nick Fury @Aterequus]

Cyclicals 1.2. . . out flat ish, but enjoyed juicy dividends. Currently riding SCCO’s surge. It has been crazy, and the dividend growth has been ‘real and spectacular’. I expect it to continue for a few more years as we catch up on the electrical grid and other electrical . .

[Nick Fury @Aterequus]

INTU 1.9 . . . concerns, Intuit trades at a lower P/E and has a higher dividend yield than it typically does. As the fear recedes, I expect some reversion back towards its previous multiples. I plan to watch and enjoy the ride.

[Nick Fury @Aterequus]

Intuit (INTU) This was not something I had been thinking about, but it came onto my radar via the TIP podcast recently. It has a lot of things I like. Between the two accounts we bought it, inherited IRA (from 1/2 BWXT) and my Roth (from MDT) it will start at 2.3%. That . . .

[Nick Fury @Aterequus]

INTU 1.8 . . Adobe. It probably has a good chance of survival and possibly providing shareholders with a big bounceback. I never was quite as convinced with Adobe. Intuit’s products seems stickier, and I think their products will be more resistant to AI. Because of the . .