Tuesday, September 20, 2022

Why I'm Still Investing in Tech -- September 20, 2022

Laser-focused on dividends.

Companies don't increase their dividends if they anticipate bad times coming.

Logitech (LOGI) increased its quarterly dividend.

MSFT increased its quarterly dividend.

AAPL: $24 billion in buybacks in 2Q22 -- probably more in 3Q22. 

In the "buybacks" vs "dividends" discussion, I argue for dividends. Two exceptions: BRK-B and AAPL.

Warren Buffett is clear on this issue. 

Regarding Apple, their dividend / buyback policy helps explain Apple's view of itself: "Apple" doesn't think of itself as a mature company. "Apple" sees itself as a fast growing company. A growth company, not a value company. Builds a cash position to grow the company.

Abbreviated disclaimer: this is not an investment site.  Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. Full disclaimer at tabbed link.

All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them
.

No comments:

Post a Comment

Note: Only a member of this blog may post a comment.