Invest in Stocks with Growing Dividends
Dividends can be important to investors, and stocks that have consistently increased their dividends have proven to perform well over time. This is not the same as focusing on high dividend paying stocks. We will focus on valuation metrics, like the payout ratio, and look at how to use the SSG to evaluate growing dividend stocks. A growing dividend portfolio could become a growing cash flow for those investors looking to generate income. Join us to learn why we focus on stocks that grow their dividends consistently.
Trim a Stock or is it Time to Sell?
Let's say you own a winning stock. The question becomes whether you should continue to hold, trim, or sell the winner. This is a tough decision as all sell decisions are. This class explores the logic of trimming long-term holdings versus selling out of a high-quality company. Items to consider that will help you make the right decision are explored including using this as a risk management tool. If the concept of trimming is new to you, come and learn how and why this could improve your investment returns.
Club Portfolio Tuneup
For the third educational session, Craig has selected several portfolios submitted by clubs in the Rocky Mountain Chapter and shares his observations about the portfolios using his forty years experience as an investor.
