Wednesday, June 5, 2019

Stocks Of The Month: CMCSA, UNH

Since last month, the market has gone down considerably. In retrospect: they do ring bells at the top.

No matter...we buy every month no matter what.  I've added to two of my favorite dividend stocks...


Comcast (CMCSA)
  • $187.5B market cap
  • 2.1% dividend yield
  • $98.6B revenue
  • 18% revenue growth
  • $26.1B operating cash flow
  • $12.2B free cash flow

UnitedHealth Group (UNH)
  • $230.7B market cap
  • 1.5% dividend yield
  • $231.4B revenue
  • 9% revenue growth
  • $10.6B operating cash flow
  • $5.9B free cash flow

Here's my current portfolio (buy and hold). As always, I believe in all of these stocks - until I sell them.

Amazon (AMZN) 14.91%
Apple (AAPL) 12.44%
NVIDIA (NVDA) 11.42%
Tesla (TSLA) 8.39%
Microsoft (MSFT) 7.36%
Alphabet (GOOGL) 6.13%
Facebook (FB) 4.33%
Intuitive Surgical (ISRG) 3.94%
Adobe (ADBE) 2.96%
Visa (V) 2.58%
Salesforce (CRM) 2.50%
Nike (NKE) 2.46%
UnitedHealth Group (UNH) 2.36%
Intel (INTC) 2.01%
Starbucks (SBUX) 1.91%
Waste Management (WM) 1.62%
Comcast (CMCSA) 1.51%
Costco Wholesale (COST) 1.46%
BlackRock (BLK) 1.29%
American Water Works (AWK) 1.21%
Booking Holdings (BKNG) 1.20%
Norfolk Southern (NSC) 1.15%
Union Pacific (UNP) 1.13%
Autodesk (ADSK) 1.09%
CSX (CSX) 1.09%
Canadian National Railway (CNI) 0.45%
Advanced Micro Devices (AMD) 0.45%
Kansas City Southern (KSU) 0.38%