Good Morning,
I wanted to let you know that I initiated a new position early yesterday in another high-quality dividend growth company within the MP Wealth-Builder Model Portfolio (USA).
The company’s latest quarter strengthened our investment case. Demand for its AI chips surged, its infrastructure software business continued to grow, and stronger cash generation left the dividend well covered. Yet pressure on the share price amid shifting AI narratives gave us an opportunity to buy a high-quality dividend grower at a more attractive valuation. We saw a growing business, a secure dividend, and a price that made it time to act.
If you’ve been considering upgrading your subscription, remember that some of the best opportunities are identified before they become obvious to the broader market. Paid subscribers receive every buy, sell, trim, and portfolio update in real time, so they can follow our process as it unfolds rather than reading about it after the fact.
