Compounders And Dividends: January 2023 Watch List Update

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Welcome back to my bi-monthly watchlist update. My last watchlist article was in November, and a lot has changed in my portfolio since then.

As a reminder, just because a company is on my watchlist doesn’t mean

Company

Ticker

Core Dividend Growth

Abbott Laboratories

ABT

Aflac Incorporated

AFL

Carrier Global

CARR

Caterpillar, Inc.

CAT

CME Group

CME

FactSet Research Systems

FDS

The Hershey Company

HSY

Johnson & Johnson

JNJ

McDonald’s Corporation

MCD

MSCI Inc.

MSCI

Otis Worldwide

OTIS

PepsiCo

PEP

The Procter & Gamble Company

PG

Raytheon Technologies

RTX

Sysco Corporation

SYY

Texas Pacific Land

TPL

Waste Management

WM

High Dividend Growth

Accenture

ACN

Applied Materials

AMAT

Cigna Corporation

CI

Cintas Corporation

CTAS

Deere & Company

DE

Dollar General

DG

Domino’s Pizza

DPZ

Elevance Health Inc.

ELV

Intercontinental Exchange

ICE

Intuit

INTU

KLA Corporation

KLAC

Lam Research Corporation

LRCX

Lockheed Martin Corporation

LMT

McKesson Corporation

MCK

Nike

NKE

Northrop Grumman

NOC

Roper Technologies

ROP

Sherwin-Williams

SHW

Stryker Corporation

SYK

Thermo Fisher Scientific

TMO

Tractor Supply Co.

TSCO

UnitedHealth Group

UNH

High Yield

Magellan Midstream Partners

MMP

Phillips 66

PSX

Non-Dividend Payer

Adobe Inc.

ADBE

Amazon.com, Inc.

AMZN

Advanced Micro Devices

AMD

Autodesk, Inc.

ADSK

AutoZone, Inc.

AZO

Berkshire Hathaway

BRK.B

CarMax, Inc.

KMX

Copart

CPRT

Fair Isaac Corporation

FICO

Markel Corporation

MKL

O’Reilly Automotive

ORLY

Restoration Hardware

RH

Tyler Technologies, Inc.

TYL

TransDigm

TDG

Ulta Beauty

ULTA

Other Bets

Activision Blizzard

ATVI

Constellation Software Inc.

OTCPK:CNSWF

LVMH

OTCPK:LVMUY

Nvidia Corporation

NVDA

Taiwan Semiconductor

TSM