DEEP VALUE DIVIDEND STOCK OPPORTUNITY
Автор: ppcian
Загружено: 2020-10-06
Просмотров: 32544
I want to share a deep value dividend stock in today's video that appears to be quite undervalued in our current stock market. With a PE ratio of 9, a dividend yield of 8.7%, and over 50 years of dividend increases, I'm excited to cover Altria (MO). I'm also excited to cover the topic of contrarian value investing, through the lens of BP (which is trading at levels not seen since 1994). Last, I share some insights on Starbucks (SBUX), one of my favorite stocks that just increased its dividend by 10%, as frame of reference. Get ready for a very exciting #dividend #stock #investing video.
Timestamps:
0:00 Introduction
1:47 SEGMENT 1: ALTRIA (MO) DIVIDEND STOCK ANALYSIS
2:29 Takeaway: MO is a world class company with great financials (a dividend king) with a PE less than 10!
2:53 The starting yield is an impressive 8.7%.
4:33 My first tranche of MO is at 21.51% simple dividend yield on cost.
6:40 How to yield 21% on cost: Buy stock in deep value territory that will grow its dividend over time.
9:10 Takeaway: Investors think that this sector is always one step away from going under. However, it never does!
11:14 Thug Life Investing
12:44 Takeaway: It's ok as a dividend investor for my mind to change, as long as it's within certain boundaries.
14:13 Key Takeaway: I look at Altria (MO) as a hedge against bad times, an insurance policy against bad times.
16:43 The biggest risk with MO stock.
SEGMENT 1A: ALTRIA (MO) DEEP DIVE ON METRICS
18:07 Q2 earnings report highlights
19:19 Q2 operating results by segment
23:00 Takeaway: MO may keep liabilities high to reduce litigation risk. Get the cash to the shareholders!
26:12 SEGMENT 2: BP DIVIDEND STOCK ANALYSIS
28:22 Takeaway: Contrarian investing is buying a stock like BP when it looks terrible.
30:17 Takeaway: BP is trading at the lowest level since 1994!
31:53 If I bought BP, most people would think I'm crazy. I like that!
33:27 SEGMENT 3: STARBUCKS (SBUX) DIVIDEND STOCK ANALYSIS
34:02 Of course Starbucks is not cutting the dividend! They just increased it by 10%.
35:15 I bought Starbucks (SBUX) in March this year, when it was a contrarian play.
35:55 Takeaway: People in the dividend community are wrong about Starbucks because they are projecting their own frugal beliefs onto the stock.
36:50 Takeaway: Buying quality when others are running tends to be a good strategy (at least for me).
39:33 Takeaway: Take your own feelings out of the equation when investing.
42:28 This time around, I predict that consumers will buy premium coffee even in the worst of recessions.
45:10 DISCLOSURE AND DISCLAIMER
Here's my complete dividend stock portfolio: • REVEALING MY COMPLETE DIVIDEND STOCK PORTF...
DISCLOSURE: I am long Altria (MO), Philip Morris (PM), General Mills (GIS), BP (BP), and Starbucks (SBUX). I own these stocks in my personal stock portfolio.
DISCLAIMER: All information and data on my YouTube Channel, blog, email newsletters, white papers, Excel files, and other materials is solely for informational purposes. I make no representations as to the accuracy, completeness, suitability or validity of any information. I will not be liable for any errors, omissions, losses, injuries or damages arising from its display or use. All information is provided AS IS with no warranties, and confers no rights. I will not be responsible for the accuracy of material that is linked on this site.
Because the information herein is based on my personal opinion and experience, it should not be considered professional financial investment advice or tax advice. The ideas and strategies that I provide should never be used without first assessing your own personal/financial situation, or without consulting a financial and/or tax professional. My thoughts and opinions may also change from time to time as I acquire more knowledge. These are, as discussed above, solely my thoughts and opinions. I reserve the right to delete any comments for any reason (abusive in nature, contain profanity, etc.). Your continued reading/use of my YouTube Channel, blog, email newsletters, whitepapers, Excel files, and other materials constitutes your agreement with and acceptance of this disclaimer.
COPYRIGHT: All PPC Ian videos, Excel files, guides, and other content are (c) Copyright IJL Productions LLC. PPC Ian is a registered trademark (tm) of IJL Productions LLC
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