A Dividend Growth Buy, Watch, and Sell

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 Fan Mail________ Disclaimer: Past performance does not guarantee future results. This episode is for educational purposes only and is not investment advice.________ RESOURCES:Schedule a meeting with us: Financial Planning & Portfolio Management Getting into the weeds: DCM Investment Reports & ModelsIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a reviewFollow us on:Instagram | Facebook | LinkedIn | X