More on dividend growth investing  -> Join our market newsletter!
Check out our Union Pacific Investment Report

In most cases, holding quality stocks for the long term tends to play out in favor of the investor. However, if a company’s prospects change, there are situations where exiting a position can be warranted. 

In this episode of The Dividend Mailbox, Greg outlines our decision-making process behind selling off a portion of our IBM position. What started as a turnaround play transformed into a potential value trap. Using IBM as an illustration, Greg provides insight into the complexities of owning dividend growth investments and taking advantage of opportunities to exit positions that don't meet your expectations. 

Plus, get a sneak peek into next month's episode featuring a success story with Williams Sonoma, highlighting the potential rewards of high-conviction investments in the dividend growth landscape.

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 & Models

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

Follow us on:
Instagram | Facebook | LinkedIn | X