DIVIDEND STOCK INVESTING (* Straight Flexin' *)

I am straight flexin' in today's #dividend #stock video! I'm celebrating the success of two dividend stocks that are making investors #rich. I'm talking about two stocks that the media hates! One of them is yet another stock that is ridiculously undervalued. (I'm also excited to answer a subscriber question in today's very long, detailed video.)

Timestamps:
0:00 Intro
1:00 Thug Life
2:00 TOPIC 1: Philip Morris (PM) stock beats analyst expectations.
3:55 PM is growing! The company is growing revenue and earnings. (They are not shrinking.)
5:16 The media is wrong about the entire sin stock industry.
7:30 IQOS (the heated product) is thriving! Sales are up 37%.
8:31 Key Takeaway: Be careful when you listen to the media!
12:15 This is what it means to be a contrarian investor, a value investor.
13:16 TOPIC 2: IBM (big blue) is doing great! I believe it's a ridiculous value.
14:49 The PE (2019 forward) for IBM is 10.8.
15:16 Ian, why do you look at forward PE ratio?
21:45 TOPIC 3: Auto industry investing (F, GM, TM)
27:35 If I were to buy an auto stock, this is generally not a good time in the economic cycle.
33:30 Be very careful with Ford and GM consumer lending divisions.
40:30 Closing

Make sure to connect with me on Twitter for real time stock market insights:   / ianlopuch  

Here's my complete sin stock guide:    • I OWN ALL THE SIN STOCKS (get my free divi...  

Here's when I last discussed Altria (MO) as a deep discount stock:    • ALTRIA (MO) STOCK TUMBLES ON BAD EARNINGS ...  

You can download my complete dividend stock portfolio here:    • Download My Updated Dividend Stock Portfolio  

I love investing in IBM. Here's my video analysis of IBM:    • 1 Dividend Stock Everyone HATES (That I Like)  

TOPIC 1: Philip Morris Stock (PM)
Up 9%
PPS $88.22
$1.14 dividend/quarter
$4.56 dividend/year
5.2% dividend yield
4% 5-year div CAGR
Adjusted EPS of 1.46 (+11% above analyst expectation)
Revenue of 7.70 billion (4.3% above analyst expectation)
Raised adjusted 2019 EPS guidance to 5.14 from 5.09.
Forward PE of 17 (fair valuation, not discount)
Revenue is up 5.4% YOY (taking currency fluctuation out)
EPS up 3.5% YOY
Operating margin up from 40% to 41.7%
Traditional product down 3.6%
Heated product us up 37% YOY - YES!

TOPIC 2: IBM Stock
$150.13 PPS
$1.62 dividend/quarter
$6.48 dividend/year
4.3% dividend yield
13.9 average analyst estimate for 2019
PE of 10.8!!!
Payout ratio of 45%
Q2 EPS $3.17 (+3.3% beat analyst expectations)
$3.08 EPS last year in Q2
Beaten EPS every quarter last 2 years!
$19.2 billion rev
4.2% lower than Q2 of 2018's $20 billion
Fourth quarter of declining rev
Cloud and cognitive services sales up
Systems down big (product cycle)
July 9 completed Red Hat acquisition
Debt $73 billion
Global financing of $25 billion

DISCLOSURE: I am long 3M (MMM), Apple (AAPL), Caterpillar (CAT), Philip Morris (PM), BTI (BTI), Altria (MO), and IBM (IBM). I own these stocks in my stock portfolio.

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