High-Quality Investment Ideas. Focused On Long-Term Dividend Investing. Not Financial Advice.
Joined May 2020
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"You borrowed $100,000 because you heard about 'the power of demonstration ' in a marketing book and wanted to show potential newsletter subscribers what a good stock picker you are?"
"Yes, Dave."
"And how much is this newsletter?"
"Free."
daily-dividend.beehiiv.com
The 145-Year-Old Investment That Still Pays
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This week, the company announced its 136th consecutive quarterly dividend payment, which also marks its second dividend increase of the year.
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Big Vietnam find.
PE under 10.
Outperforming NVIDIA year-to-date.
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"How to be Rich" is also funny because J. Paul Getty was known for his bombastic lifestyle and wild parties. And his book was originally published in Playboy.
Then you read it and he's explaining tariffs and calling anyone against unions "antediluvian."
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An investor holding 100 shares of Procter & Gamble stock would earn $435 per year at the current dividend rate.
That's equivalent to working more than 21 hours at a $20 an hour job.
daily-dividend.beehiiv.com/p…
Dividends Forever retweeted
That takes it from 63 cents to 68 cents a share a quarter. CDW says the dividend is up sixteen-fold since the 2013 IPO, with 13 straight years of increases.
Dividends Forever retweeted
I arrived in Phnom Penh 15 years ago with around $20,000 💵
Five years later, I was a millionaire.
The Chinese boom in Sihanoukville was completely crazy until 2019. 🇨🇳🏗️
Land prices could quadruple in a single year and 50% a year was considered normal.
Entire neighborhoods changed almost overnight.
I put money into land while the area was still overlooked.
New roads appeared. 🛣️
Condos went up everywhere. 🏢
Rooftop bars started replacing old shophouses. 🍸
Sometimes the biggest advantage is simply being there before everyone else realizes what’s happening.
Have you ever lived through a real estate boom like that?
Yesterday, Iron Mountain announced a 15% dividend raise.
daily-dividend.beehiiv.com/p…
$SNA: just raised its dividend by 12.7%. PE under 20. Lagging the market year-to-date.
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Wrote about this stock when it was around $20/share in late August - September.
329 consecutive quarterly dividend payments.
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Modern phycology books:
Trauma, microaggressions, systemic oppression, micro trauma, generational trauma...
Mad Men era book on "Not Cracking Up":
Have you tried smoking a cigar and getting laid?
“Relax too much and you can't get into motion, or generate enthusiasm to create energy in you. Feet-on-the-desk people, who overdo relaxing, soon have the chair pulled out from under them.”
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CDW Corporation sells desktops, laptops, servers, monitors, and other devices. It also provides operating systems, security software, and IT assistance to its clients.
Recently, the firm announced a 7.9% dividend raise.
daily-dividend.beehiiv.com/p…
Examined Value Line stock about a year ago because I thought it had strong fundamentals and an interesting pedigree (many famous investors use its service).
Sadly, I didn't buy.
Ooops!!!
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Dividends Forever retweeted
Lennox $LII
- Makes furnaces/air conditioners
- Steady top and bottom line growth
- 39% ROIC
- Solid balance sheet
- Steady share repurchaser
- 17 consecutive dividend hikes
- Trades for ~13x earnings, lowest valuation in years
I love these kinds of companies.
“Relax too much and you can't get into motion, or generate enthusiasm to create energy in you. Feet-on-the-desk people, who overdo relaxing, soon have the chair pulled out from under them.”
daily-dividend.beehiiv.com/p…
This week, Diamondback Energy announced a 7.3% dividend raise, bringing its total year-over-year increase to 18%.
daily-dividend.beehiiv.com/p…
This week, Diamondback Energy announced a 7.3% dividend raise, bringing its total year-over-year increase to 18%.
daily-dividend.beehiiv.com/p…
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