This class discussed the ongoing surge in one of our most important holdings within our Coffee Can holdings, Nvidia. It has been one of the most important stories of the whole stock market. Technology remains at the top of the Sector Selector, which we are thankful for due to that sector having been our highest allocation for years. Today, we looked at three interesting new choices in the Financials sector. After an initial class tie in the poll, we came to terms on a play in the Consumer Finance industry.
This class discussed last week's dividend increases, which was the biggest week of the whole year so far. We had a couple of dividend kings extending their streaks; we also had a Consumer Staples company with its second impressive dividend increase within the last 12 months. We also discussed a couple of open trades, where earnings pinched us and how we plan to handle those situations. We ended with a head-to-head match-up of a Health Care giant versus a consumer packaged goods stock for a new sold put.
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