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Good evening,
I sold today, after hesitating, SAN and MRK with a capital gain of 45% and 40% respectively. Sanofi, which I consider very well valued and whose dividend, although increasing for more than ten years, is running out of steam given the high distribution rate and Merck, which has never been extraordinary in terms of dividends. Being well invested in many companies with increasing dividends, mainly American, and given their fairly generous valuation today, what would you do in my place with this available cash. Wait or invest? In which companies?
Good morning
Although I am generally more of a supporter of holding dividend stocks, I can understand your decision to sell SAN and MRK. It is a nice capital gain, the market is very high at the moment and the stocks no longer have a huge dividend growth potential.
As for the new liquidity available, I am in the same situation as you at the moment. I have quite a bit of cash and I am lying in wait, waiting for a correction that becomes really necessary. I also have a few stocks in my sights that remain at attractive valuations, such as DWX (US ETF), Casino in Paris and on the Swiss market Swisscom and Zurich Insurance.
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