The Dividend Mailbox®

Is Your Goal to Make Money or Build Wealth?


Listen Later

More on dividend growth investing  -> Join our newsletter!

What do you do when one of your investments has rapid success? Do you sell it for a quick gain hoping to buy it back later? Anytime you buy or sell you have to make a decision, and with every decision comes another chance of being wrong.  Large jumps in stock prices are tempting, but they put investors at a crossroads. You have to decide if your goal is to make money... or to create wealth.

In this month's episode, Greg outlines the best way to execute the dividend growth strategy, and specifically, how to stay disciplined when things go well. He dives into Williams-Sonoma, a specialty retailer with a nearly flawless balance sheet that has rallied almost 45% in just a couple of months. It has proven to be a lucrative opportunity, but it poses unexpected challenges to the individual investor. Using 4 different scenarios, he walks through why selling early might put some cash in your pocket but is counteractive to building wealth.


Send us a text


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


RESOURCES:

Schedule a meeting with us -> Financial Planning & Portfolio Management

Getting into the weeds -> DCM Investment Reports & Models

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



Follow us on:
Instagram | Facebook | LinkedIn | X


...more
View all episodesView all episodes
Download on the App Store

The Dividend Mailbox®By Greg Denewiler

  • 5
  • 5
  • 5
  • 5
  • 5

5

41 ratings


More shows like The Dividend Mailbox®

View all
Investing Insights by Morningstar

Investing Insights

507 Listeners

Motley Fool Money by The Motley Fool

Motley Fool Money

3,198 Listeners

Zacks Market Edge by Zacks Investment Research

Zacks Market Edge

293 Listeners

The Dividend Guy Blog Podcast by Dividend Guy

The Dividend Guy Blog Podcast

65 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

191 Listeners

The Long View by Morningstar

The Long View

886 Listeners

GenExDividendInvestor Podcasts by GenExDividendInvestor

GenExDividendInvestor Podcasts

44 Listeners

Dapper Dividends by Dapper Dividends

Dapper Dividends

37 Listeners

Dividend Talk by Dividend Talk

Dividend Talk

25 Listeners

The Canadian Investor by Braden Dennis & Simon Belanger

The Canadian Investor

83 Listeners

Safe Dividend Investing by Ian Duncan MacDonald

Safe Dividend Investing

32 Listeners

Dividend Investing with Longacres Finance by Longacres Finance

Dividend Investing with Longacres Finance

47 Listeners

The Simply Investing Dividend Podcast by Kanwal Sarai

The Simply Investing Dividend Podcast

35 Listeners

Long Term Investing - With Baskin Wealth Management by Barry Schwartz

Long Term Investing - With Baskin Wealth Management

5 Listeners

Investing Experts by Seeking Alpha

Investing Experts

60 Listeners