8/7/2023
By Charles Payne CEO & Principal Analyst

The needles are moving fast. Macro trends, earnings trends, market valuations, and other critical information that informs dividend and overall investment are in flux.

We are suggesting lots of moves in the dividend portfolio.

Chief among these is that we are pounding the table big time on Broadcom (AVGO),  a sweet spot in the Fourth Industrial Revolution.

The main thing right now is to continue to ride the winners. But also making tough decisions on laggards and those ideas that have failed to get out of the gate and have become less attractive.

For all the hype, 2023 has not been the year many expected for high dividend payers. The overall dividend growth has slowed dramatically.

To read the full report, contact your account representative, or email Info@wstreet.com to subscribe today. 

Charles Payne
Wall Street Strategies

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