Month: February 2022

Lockheed Martin – Revisiting the Failed Aerojet Acquisition

After the FTC sued to block Lockheed’s deal for Aerojet Rocketdyne on January 25th, the acquisition was officially terminated on February 14th. If it had been successful, I think it would have been a great move for Lockheed, unlocking cost synergies and accelerating its space and missile segments. Unfortunately, current regulators felt such a deal …

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Portfolio Review – January 2022

January was a pretty busy month for my dividend growth portfolio. Several of my holdings announced dividend increases, I made a few buys, and even sold out of one of my existing positions. Buys and Sells In January, I averaged down on my position in BlackRock (BLK), buying shares at $856.81, $771.54 and $783.73. I …

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