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Happy Monday! We newsletter & week ahead!

I’ll cover the following topics:

1. My 11 Dividend Growth Stocks - $191K Update + New Buys

2. Earnings Winners & Losers From Last Week

3. The Most Important Stocks Reporting Earnings This Week

4. My New AI Chat Tool - Get 50% Off Today

Let’s do this!

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The Key Story

My 11 Dividend Growth Stocks - $191K Update + New Buys

Since 2020, I've been building a long-term portfolio focused on dividend growth investing.

Reflecting this shift, I've made significant changes to my portfolio. I recently added two new companies: Salesforce (CRM) and Alphabet (GOOGL), commonly known as Google. To fund these purchases, I sold some positions in my portfolio.

Portfolio Changes: Buys and Sells

I sold my entire positions in Starbucks, PepsiCo, Kroger, and Chevron. These are all solid companies, and my decision to sell isn't an indictment of their potential. Rather, it's about opportunity cost. I believe that Salesforce and Google offer stronger growth prospects and align better with my current investment strategy.

I also made partial sales in Disney and T. Rowe Price. While I still see value in these companies and plan to hold them long-term, I wanted to reallocate some capital to my new positions.

Why I Bought Salesforce (CRM)

I purchased 38 shares of Salesforce at a total cost of $11,118, with a cost per share of $292.59. Salesforce is one of the world's leading enterprise software companies, and it's shown incredible earnings growth over the past decade. The company's free cash flow is strong and continues to grow, thanks to its reliable subscription revenue and low capital expenditures.

Salesforce has recently started paying a dividend, which is highly sustainable given their cash flow generation. They also have a robust share repurchase program. What's more, they're leveraging advancements in artificial intelligence to enhance their product offerings, such as their new AI-powered agentforce.

Why I Bought Alphabet (GOOGL)

I also bought 61 shares of Alphabet at a total cost of $10,675, with a cost per share of $175. Google is one of the most dominant companies globally, with strong positions in search, advertising, cloud computing, and more.

Alphabet recently initiated a dividend, and I believe it has the potential to be a future dividend growth stock. The company's revenue and free cash flow per share have grown significantly over the past decade. While there's been concern about competition in search and increased capital expenditures due to investments in AI, I believe these are strategic moves that will pay off in the long run.

Updated Portfolio Overview

After these changes, my portfolio now consists of 11 stocks:

1. Visa (V)

2. Microsoft (MSFT)

3. Altria Group (MO)

4. Exxon Mobil (XOM)

5. Apple (AAPL)

6. Salesforce (CRM)

7. Alphabet (GOOGL)

8. T. Rowe Price (TROW)

9. The Walt Disney Company (DIS)

10. Enterprise Products Partners (EPD)

11. Automatic Data Processing (ADP)

My projected annual dividend income is now $4,537, which breaks down to $1,134 per quarter, $378 per month, $12.43 per day, and $0.52 per hour.

Final Thoughts

I'm excited about these changes and believe that Salesforce and Google will be strong contributors to my portfolio's growth. Investing is about making strategic choices based on your goals and time horizon. For me, shifting towards companies with higher growth potential makes sense at this stage.

I'd love to hear your thoughts on these changes. Have you made any significant adjustments to your portfolio recently?

Also, I'm thrilled to announce a major update to DividendData.com. We've launched a new AI investment research analyst tool designed to help you research stocks more efficiently. To celebrate, I'm offering a 50% discount on memberships. There's a 30-day money-back guarantee, so there's no risk in trying it out.

Thank you for your continued support, and happy investing!

Reaction To Earnings

Earnings Winners & Losers This Week

This Week In Earnings

The Most Important Stocks Reporting
(Monday-Friday)

Monday (After Market Close):

• $PLTR - Palantir Technologies

• $O - Realty Income

Tuesday (Before Market Open):

• $RACE - Ferrari N.V.

• $ADM - Archer Daniels Midland

• $CMI - Cummins

• $DD - DuPont de Nemours

• $EMR - Emerson Electric

Tuesday (After Market Close)

• $SMCI - Super Micro Computer

Wednesday (Before Market Open):

• $CELH - Celsius

• $NVO - Novo Nordisk

• $TM - Toyota

• $CVS - CVS Health

Keep Reading To Get The Rest of Earnings This Week…

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Wednesday (After Market Close):

• $QCOM - QUALCOMM

• $ARM - Arm Holdings plc

• $MELI - Mercado Libre

• $LYFT - Lyft

• $HUBS - HubSpot

• $APP - Applovin

Thursday (Before Market Open):

• $DDOG - Datadog

• $MRNA - Moderna

• $HSY - The Hershey Company

• $UA - Under Armour

Thursday (After Market Close):

• $ABNB - Airbnb

• $RIVN - Rivian

• $SQ - Block

• $DKNG - Draft Kings

Friday (Before Market Open):

• $SONY - Sony Group

• $PARA - Paramount Global

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Thanks for the read! Let me know what you thought by replying back to this email.

— Zach

Disclaimer: Dividend Dividend (Dividend Data LLC) is not a professional financial service. All materials released from Dividend Data (Dividend Data LLC) are for educational and entertainment purposes. Dividend Data (Dividend Data LLC) is not a replacement for a professional's opinion. Contributors to the Dividend Data (Dividend Data LLC) might have equities mentioned in the newsletter