IMPORTANT ANNOUNCEMENTS: Thanks for watching! Please don't forget to "like" and "subscribe". Please let me know in the comments below what you think about the three value stocks covered today. Please also share other value-oriented dividend stocks you have been following. HELPFUL RESOURCES: As mentioned in the video today, I like the 20-Year Treasury Bond for the (smaller) fixed income portion of my portfolio. I share some thoughts on bonds in this video: ua-cam.com/video/eGEAUSRjxlY/v-deo.htmlsi=BOf499bYNp_aCPTl PPC IAN INSTAGRAM: I'm sharing some great content over on Instagram. Check out my Instagram stories and reels. I'm @ianlopuch: instagram.com/ianlopuch/ CHECK OUT MY PATREON (Portfolio Updates Are On Corner Patreon Tier): I'm sharing exclusive bonus content over on Patreon! I offer two tiers: Backyard Patreon and Corner Patreon. My Backyard Patrons see my stock trades, each accompanied by a blog post write-up. They also have access to 50 historical Patreon-exclusive videos. In addition to all Backyard Patron perks, my Corner Patrons also have access to my complete dividend stock portfolio (% allocation to each position) AND my complete bond portfolio (% allocation to each position). They additionally enjoy exclusive portfolio update videos, Corner Patreon virtual meet-ups, an exclusive Discord server, and more. Head on over to Patreon to join today: www.patreon.com/ppcian PPC IAN EMAIL LIST: Join my email list today for helpful updates, and a look at some of my historical dividend stock portfolios: www.ppcian.com/my-complete-dividend-stock-portfolio/ PPC IAN TWITTER: I'm always sharing fun updates on Twitter. Here's my dividend investing Twitter (I'm @ianlopuch): twitter.com/ianlopuch COOL DIVIDEND INVESTING MERCH: I have some really amazing dividend investing merch for sale: teeshirts, hoodies, mugs, and more! The designs are super stylish and on-point for the dividend stock investing community. Each purchase supports my UA-cam channel: teespring.com/stores/ppcian Thanks so much, everyone, for your support. I hope you enjoy the video today! (Disclosure and Disclaimer: I'm long Treasuries. Please see video description for all disclosures and disclaimers.)
In these uncertain times, it's more important than ever to have a solid understanding of how to manage your finances, invest wisely and navigate economic downturns. But my primary concern is how to grow my reserve of $240k which has been sitting duck since forever with zero to no gains, sure I'm all in on the long term game, but with my savings are lying waste to inflation and my portfolio losing gains everyday, I need a remedy.
you are completely right, Advisors have information and paths that are not disclosed to the public.. I profited £560k in 2022 under the tutelage of my Fiduciary-counselor. Am I selling? Absolutely not.. I am going to sit back and observe how this all plays out.
My advisor is 'Margaret Johnson Arndt'. In terms of portfolio diversity, she's a genius. You can glance her name up on the internet and verify her yourself. she has years of financial market experience
Appreciate this recommendation, hopefully I can get some insight to where the market is headed and strategies to beat the downtrend with when I hear back from Margaret.
What are your thoughts on moving from individual stocks to ETF? That would mean selling and taking a loss on some stocks I want a balanced portfolio, with growth investments, safe investments, and also a focus on dividends
That is exactly what I did, sold all my stocks, some at a loss, and purchase high wuality dividend Etf’s with an average dividend yeld of 3.8%. I sleep well at night.
@jaidenSalinasyou can’t move stocks into a Roth from a regular brokerage account to avoid taxes. You would have to sell them, fund the Roth with the cash, then re purchase the stocks or etfs. Unless those stocks were already in a retirement account. And, you can only contribute $6500/year into a Roth.
Thanks for sharing! That is a great insight about RTX - agree they have so much work and so many different aerospace/defense products. Wishing you and your husband all the greatest!!! (Disc: I'm long O and RTX)
Don’t know anything about O but I am jumping on RTX I bought them at 37 then sold because I expected a crash the it went tp 100! Now I have a buying opportunity!
Pros for Realty income - O 1) a dividend aristocrat. 2) It’s raised its dividend for 104 consecutive quarters and plans to continue to do so. 3) Properties are well diversified across sectors 4) Good dividend- rate above Treasuries yield curve. 5) Some upside stk price growth
Does 1/2 of a hundredth of a cent really count as a dividend increase? Since they pay out monthly, I guess you could compare it to a 1.5 cent increase with a quarterly stock. I guess capital appreciation is the best long term with O.
I'm big on O. All of it is in a Roth so no taxes. Buying as much as I can at these prices. Im also in on Vici. Ready for the recovery when certain "changes" are made lol.
Hey Divibro's, could anyone please advise the tax complications of holding REIT's in a taxable account ? I could be wrong but aren't REIT Dividends taxed more aggressively if held in a taxable account vs a ROTH IRA.
I also am investing in both ETFs and individual stocks. Luv cherry picking some amazing individual companies as well as ETFs. It is hybrid method. Very nice, thanks :)
I bought O (just a bit as I hope for a better price) and also RTX. I have to look at GIS but with the slow growth, I will buy only at exceptional prices. Good luck with your picks! :)
All great ideas, Ian. I own "O" and GIS, but I will wait for better prices to add to my positions. RTX? no thank you. Stay healthy, man. I'm retiring in a month. Will use dividends to pay the bills thanks to your encouragement.
Hey Ian, can you speak on why you choose stocks that tend to increase dividends by 7% or more? Why that particular amount? How many years do they have to increase for you to target the stock? Also how do you find that yield increase information?
Ho Ian, what do you think about Alexandria? At these prices seems cheap with 6-7% growth for the next years and the debt Is not so high and fixed for the 99,2%.
You said you rely on dividends now. Are you retired or semi-retired? I thought you were still working commercial real estate. Sorry if I missed a past update, but please reply with a quick recap. Thanks.
Good question. I am not yet retired nor semi-retired. I do have a lot of hustle left in me. I work in commercial real estate and make investments in commercial real estate (in addition to my passion for investing in dividend stocks). Most recently, I made the decision to sell off a chunk of my dividend stocks (about 15% by-value) while also tapping into my emergency fund for a real estate transaction: ua-cam.com/video/hZbAnmJCFZU/v-deo.htmlsi=Spn9ekKXN0LKJchW Right now, as I rebuild the emergency fund AND have some added expenses related to real estate ventures, I am relying on the dividends to help shoulder that. With any money "left over", I am still buying dividend stocks and ETFs as the cash flow situation permits. Long-term, both the dividends and real estate will work in tandem to provide value and cash flow. Wishing you all the greatest!
In the past two days I bought additional shares of three companies: O, RTX, and GIS. Great minds think alike! Must give credit where credit is due, you’re journey has taught me a lot! Thanks for continuing to share this great knowledge!
Nice to see the intro back. Its been a while. I have heard a lot recently about RTX especially from Dividend talks. All 3 look interesting. I have LHX and may buy some more on the dip. Great video.
Thanks so much! I love the intro and it was fun to include in the video today, for sure! Appreciate your comment. Wishing you all the greatest. (Disc: I'm long RTX)
good to see you talk about single stocks again O looks interesting at these prices but I haven't pulled the trigger yet on this stock recently bought more RTX seem like a good price to buy at I don't know if it's future will be better or worse than now but I'm happy with this stock so I'm holding nothing wrong with GIS other than all stocks similar to this are suffering now high interest rates and lower demand due to higher prices are having a affect this might be a buying opportunity sorry to hear you were sick stay strong we enjoy your videos
If I had not experienced this myself I would have said this is all lies but I've made withdrawals a few days ago and that's one thing I find difficult and impossible with other brokers but Kayla Rodrigues is the best.
RTX or Raytheon will not incur any damage due to this issue, if it is handled correctly. Problems and failures in manufacturing can occur. However, maintaining clear communication and working professionally with your customers will prevent any negative impact on the company's reputation. If not handled professionally, a -30% decline in performance would be justified.
I absolutely LOVE HSY. I have been averaging in over the years for both of my kids. Since I'm building positions for both of them, don't have the redundancy in my own portfolio. Do love HSY, though, for sure. Their products are delicious too! (Disc: My kids are long HSY)
I have not written Disney off, but that turnaround will probably be too far out for meaningful cash flow for my use. That being said, I do continue to average into some DIS for my kids. I believe that DIS will eventually figure things out, just a decade probably required. (Disc: My kids are long DIS)
GIS is in the camp of inflation is good until it's bad. Wheat and sugar prices continue unabated so the margins will be squeezed going forward. Same with HSY. These companies were able to increase prices and shrink sizes to keep up with inflation so far, but if they can't continue their pricing power then profits will be down.
GIS has a weak total return over time with no obvious explanation except it's a slow business. Not a bad company at all, but is it really good enough? RTX on the other hand, that could be a good opportunity. The market has overreacted, but the next earnings call could be rough. Probably buy some now and more after earnings. RTX is coming up on some debt in 2025 but if this is the only bad news on the radar they will manage
Have slowly been adding to my O position and going heavy into NXST…. I think the market is really missing out on their potential. Good stuff as always Ian!!🙏
This is so similar to oldsr #thuglife Videos!!. Ian love this video, hope you feel better soon. Thanks for another great one. Always a pleasure to watch your well researched videos.
You and I are in cosmic alignment yet again! I have been adding to all 3 of these companies for about a week or so. All 3 have great futures and will provide this dividend investor with growing cash flow far into the future. So glad you are back and feeling better my friend🙏.
Sam, I always appreciate your comments! That cosmic alignment is great to hear. Thanks so much for sharing, and wishing you all the greatest, my friend!
Good video Ian. I have added a number of tranches of Realty Income recently. Love this stock, I believe it's undervalued and a good long term investment.
Realty Inc. is awesome, it was my first stock too. But I think other REITs have more potential. e.g. Agree Realty currently has a higher Div. payout and Div. growth. #noFinancialAdvice
Another great video. Glad you are back. Don’t know much about RTX, but I imagine that analysts moved the market with their massive downgrades in 12 month price targets. Maybe they too will buy back on the cheap. For Industrials, I prefer my Railway stocks.
Any thoughts on Pfizer (PFE)? I know revenue is expected to drop with Covid vaccines going down, but they also made acquisitions with that momentarily elevated cash flow that (presumably) will improve their drug pipeline into the future. Div growth has been a little slow (possibly intentionally during covid so they weren't seen as "profiting off the pandemic"), but the starting yeild is high and they will hopefully accelerate div growth as they leave the spotlight.
Beware of PFE debt levels. We own Pfizer shares since 2017. We almost bought another 50 shares at 35 but we canceled the buy order and other dividend stocks. We bought US Treasury bonds. 20 years at 4.375%...when the federal reserve drops rates in 2024 or 2025, bonds should appreciate 20 to 50%. Just our trade this week. Good luck.
Realty Income (O): $17.7bn of net debt and 5.3x net debt/EBITDA... variable rate debt will be painful in a rising rate world and O needs to refinance fixed rate debt at higher rates as they mature. Value of its portfolio also likely takes a whack in higher interest rate world. A 6.1% divi yield imo is not enough compensation
RTX is the most important Defense company. Almost all the others use their products to complete their systems. I have been buying on the way down. If it gives up anymore it will be a top 3 holding for me.
O's P/E is in the low 40's right? I get the upsides you discuss, but I've held off buying at this P/E. Are you saying the upsides outweigh the current P/E?
RTX: I was initially concerned that the "powdered metal" and associated contaminants was the product of powder-bed fusion in additive manufacturing and potentially attributable to out-sourcing to additive manufacturing subs. I then read this from the July 2023 RTX earnings call: "Gregory Hayes: Myles, this is Greg. Yes, so we actually manufacture the powder in our facility in New York. That powder is then processed down in our Columbus, Georgia forge into a number of different parts. The parts we’re talking about here are turbine discs, but they are all internally manufactured with a proprietary powder." I'm still researching this.
RTX is engrained into our DOD spending and weapons systems development. Its not going anywhere. Just ask the Ukrainians. Great picks, I dont own General Mills but its a compelling argument to look again
Good to see you again, Ian. Particularly with this type of video! I love it. Was wondering about your thoughts on O and you delivered. Unfortunately, it has grown to my largest position, which was not my intent 😂. Have been waiting for GIS to fall, though. Love seeing you speak about these stocks. Thank you.
Thanks so much for your longtime support!!! And, thank you for your kind words! That's really neat on O being your largest position. Wishing you all the greatest. (Disc: I'm long O and GIS)
RTX hasn't grown top or bottom line and have increased share count. RTX is ok but you pretty much are limiting your upside. 10 year total return was 7% year vs market like 10%. Why not invest in something with a 3% dividend and better financials? I like Lockheed much more? I say you unload RTX.
@@tubetop123you seem not understanding dripping. If you believe O will be worth more than now in the future, why “stop loss”? Just collect the dividend and buy more shares. O will be fine and the stock price will recover. It will shoot up once the interest rate is going down. This could take several years.
Personally Ian I would buy these stocks only after i saw at least 2 green weeks on the charts. I dont mind not catching the bottom. They all look prety darn bearish now. Better wait a bit and go with the flow.
@@ppcian Right. I tend to DCA in index ETFs and cherry peak my individual stocks. I am already 50 so I dont have much space for big losers left :-) All the best to you too Ian. Great to see you changing and maturing through time like the good wine 🙂
by every measure, 5 day, 30 day, one month, 3 month, 6 month, YTD, 3 year, 5 year Realty Income lost value. Don't be blinded by the dividend ...keep your eye on your principal with realty income robs each month. no thanks!
Thanks for your work once again. I'm consirering GIS and all its peers. This sector seems to me currently undervalue. I'm considering also Energy Sector and in particular ENB, which sell off widely because of 3 acquisitions. The debt is increased, widely, but the dominating position in several US states sounds more than compensating 😊. All the best! Ciao
I hope you feel better soon. I own O and i am nearly built out completely now. I am Approaching 1,000 shares. I also ironically started a position in RTX in $74 range. I will be patient b/c likely more downside 🎉
Why are you buying stocks you said you sold MMM to raise cash, I told you as soon as you sell MMM it will go up so you should have kept it or bought more. You should have bought AOS and DOV.
MMM is done 5 percent today. Its bearly up from where he sold. Maybe he sold to raise capital and is now slowly buying back into other stocks that are better
It was a difficult decision to sell MMM. If I did not need the capital from MMM for a "higher/better" use/investment, I wouldn't have sold. I did my best to sell the stocks I felt were the best candidates, taking a holistic portfolio-wide view. That being said, I do hope MMM recovers and thrives. Wishing you a great one.
What a nonsense to use historical highs for buying decisions when the investment scenario has completely changed. Never heard of the simple rule of 20 from Peter Lynch? For years you had the main dominator, the interest rate, close to zero, regardless of the other parameters, which simply turned around 100%. Most of the financial bloggers, who permanently trumpet Long, do not have and did not have this in mind.
Please watch the video, as I am not just relying on historical highs. Primarily, I am relying 1) on my understanding of the companies and 2) the fundamental valuation based on PE ratios (or Price/AFFO in the case of O). I do use % drop as a "trigger" to look into a particular stock. Typically, a falling stock can indicate possible value. However, that is not ALWAYS the case. Hence, more fundamental analysis and understanding of the enterprises is required. I do agree with you that the world has changed in terms of interest rates. My hypothesis for remaining long is that we will experience a mean reversion to rates probably in the 2-4% over the long-term. I do not believe current rate levels will remain forever. However, I could be wrong. (Disc: I'm long O)
IMPORTANT ANNOUNCEMENTS:
Thanks for watching! Please don't forget to "like" and "subscribe". Please let me know in the comments below what you think about the three value stocks covered today. Please also share other value-oriented dividend stocks you have been following.
HELPFUL RESOURCES:
As mentioned in the video today, I like the 20-Year Treasury Bond for the (smaller) fixed income portion of my portfolio. I share some thoughts on bonds in this video: ua-cam.com/video/eGEAUSRjxlY/v-deo.htmlsi=BOf499bYNp_aCPTl
PPC IAN INSTAGRAM:
I'm sharing some great content over on Instagram. Check out my Instagram stories and reels. I'm @ianlopuch: instagram.com/ianlopuch/
CHECK OUT MY PATREON (Portfolio Updates Are On Corner Patreon Tier):
I'm sharing exclusive bonus content over on Patreon! I offer two tiers: Backyard Patreon and Corner Patreon.
My Backyard Patrons see my stock trades, each accompanied by a blog post write-up. They also have access to 50 historical Patreon-exclusive videos.
In addition to all Backyard Patron perks, my Corner Patrons also have access to my complete dividend stock portfolio (% allocation to each position) AND my complete bond portfolio (% allocation to each position). They additionally enjoy exclusive portfolio update videos, Corner Patreon virtual meet-ups, an exclusive Discord server, and more.
Head on over to Patreon to join today: www.patreon.com/ppcian
PPC IAN EMAIL LIST:
Join my email list today for helpful updates, and a look at some of my historical dividend stock portfolios: www.ppcian.com/my-complete-dividend-stock-portfolio/
PPC IAN TWITTER:
I'm always sharing fun updates on Twitter.
Here's my dividend investing Twitter (I'm @ianlopuch): twitter.com/ianlopuch
COOL DIVIDEND INVESTING MERCH:
I have some really amazing dividend investing merch for sale: teeshirts, hoodies, mugs, and more! The designs are super stylish and on-point for the dividend stock investing community. Each purchase supports my UA-cam channel: teespring.com/stores/ppcian
Thanks so much, everyone, for your support. I hope you enjoy the video today!
(Disclosure and Disclaimer: I'm long Treasuries. Please see video description for all disclosures and disclaimers.)
In these uncertain times, it's more important than ever to have a solid understanding of how to manage your finances, invest wisely and navigate economic downturns. But my primary concern is how to grow my reserve of $240k which has been sitting duck since forever with zero to no gains, sure I'm all in on the long term game, but with my savings are lying waste to inflation and my portfolio losing gains everyday, I need a remedy.
you are completely right, Advisors have information and paths that are not disclosed to the public.. I profited £560k in 2022 under the tutelage of my Fiduciary-counselor. Am I selling? Absolutely not.. I am going to sit back and observe how this all plays out.
That's impressive! I could really use the expertise of this manager for my dwindling portfolio. Who’s the professional guiding you?
My advisor is 'Margaret Johnson Arndt'. In terms of portfolio diversity, she's a genius. You can glance her name up on the internet and verify her yourself. she has years of financial market experience
Appreciate this recommendation, hopefully I can get some insight to where the market is headed and strategies to beat the downtrend with when I hear back from Margaret.
I bought 57 shares of Realty Income in the past month, and 30 shares of RTX. Prolly adding more RTX tomorrow. Two of my favorite stocks! ❤
Thanks for sharing!!! Wishing you all the greatest! (Disc: I'm long RTX and O)
What are your thoughts on moving from individual stocks to ETF? That would mean selling and taking a loss on some stocks I want a balanced portfolio, with growth investments, safe investments, and also a focus on dividends
That is exactly what I did, sold all my stocks, some at a loss, and purchase high wuality dividend Etf’s with an average dividend yeld of 3.8%. I sleep well at night.
@jaidenSalinasyou can’t move stocks into a Roth from a regular brokerage account to avoid taxes. You would have to sell them, fund the Roth with the cash, then re purchase the stocks or etfs. Unless those stocks were already in a retirement account. And, you can only contribute $6500/year into a Roth.
The Legend is back!
Your kind words mean a lot! Thank you!
I have O and RTX. My husband works for RTX making aircraft brakes, they have a lot of work and contracts spanning years. I’m buying to lower my dca.
Thanks for sharing! That is a great insight about RTX - agree they have so much work and so many different aerospace/defense products. Wishing you and your husband all the greatest!!! (Disc: I'm long O and RTX)
Don’t know anything about O but I am jumping on RTX I bought them at 37 then sold because I expected a crash the it went tp 100! Now I have a buying opportunity!
Ian, curious for reasonably safe purposes, why not buy SWVXX MMF yielding 5.25% and liquid!
Just got into O and already down 6%😳
MMM just bought the dip. Hope I don't regret
What are your thoughts on these new maxyield funds like tsly, aply?
Pros for Realty income - O 1) a dividend aristocrat. 2) It’s raised its dividend for 104 consecutive quarters and plans to continue to do so. 3) Properties are well diversified across sectors 4) Good dividend- rate above Treasuries yield curve. 5) Some upside stk price growth
Does 1/2 of a hundredth of a cent really count as a dividend increase? Since they pay out monthly, I guess you could compare it to a 1.5 cent increase with a quarterly stock. I guess capital appreciation is the best long term with O.
Thanks for sharing! (Disc: I'm long O)
We're all glad Ian is back , he keeps us on track. Three great picks also.
These 3 are in my portfolio Long all 3
Your longtime support and kind words mean a lot, Bruce! Wishing you all the greatest!
Glad to see you getting better! GIS and O long faves
I'm big on O. All of it is in a Roth so no taxes. Buying as much as I can at these prices. Im also in on Vici. Ready for the recovery when certain "changes" are made lol.
Thoughts on CPB and SJM since the latest buyouts?
Hey Divibro's, could anyone please advise the tax complications of holding REIT's in a taxable account ? I could be wrong but aren't REIT Dividends taxed more aggressively if held in a taxable account vs a ROTH IRA.
Well prepared info - thanks! -- Any thoughts on VNQ with a 4.6 yield?
Great to have you back brother. Get better soon!
#ThugLyfe
Hey Ian, KO is down a bit these days…
Any thoughts there?!
Glad to have you back, Ian! Glad you're feeling better. 👍🏼
Thanks for your kind words! Thanks for your support!
Thanks.
Would you update on HE?
All the best.
I also am investing in both ETFs and individual stocks. Luv cherry picking some amazing individual companies as well as ETFs.
It is hybrid method. Very nice, thanks :)
I'm really appreciating the hybrid method these days! Lots of fun, indeed. Wishing you all the greatest!!!
Thank you for the new video update Ian! 🚀
You are welcome. Thanks for your longtime support!
I bought O (just a bit as I hope for a better price) and also RTX. I have to look at GIS but with the slow growth, I will buy only at exceptional prices. Good luck with your picks! :)
I bought RTX thinking it was an over-reaction. However, it could be a sign that there could be further issues elsewhere, but I'll take the chance now.
Just got off work and I seen Ian dropped a new video!! Can't wait to check this out when I get home
Glad you're back!! ❤
Excited to watch this and see you pop up in my feed!
Hope you’re well!
Thanks for your kind words! Thanks for your support!
All great ideas, Ian. I own "O" and GIS, but I will wait for better prices to add to my positions. RTX? no thank you.
Stay healthy, man. I'm retiring in a month. Will use dividends to pay the bills thanks to your encouragement.
Thanks for your kind words and longtime support. And, CONGRATULATIONS on your retirement!!! That is amazing news!!! (Disc: I'm long O, GIS, and RTX)
And how about cal-maine foods inc???
Hey Ian, can you speak on why you choose stocks that tend to increase dividends by 7% or more? Why that particular amount? How many years do they have to increase for you to target the stock? Also how do you find that yield increase information?
Ho Ian, what do you think about Alexandria? At these prices seems cheap with 6-7% growth for the next years and the debt Is not so high and fixed for the 99,2%.
Which types of account woud you buy these dividend stocks? Investment account or retirement account?
Ian do you have any HSY? It’s trading at 52 week lows.
I have purchased HSY for both of my kids. I look forward to the opportunity. Love HSY stock. (Disc: My kids are long HSY)
@@ppcian Whats a better gift than owning the real life Willy Wonka chocolate factory?
Good opportunity; I started a position in RTX and will hold my GIS and O.
Thanks Ian for your videos and greetings from Bavaria, Germany!
Thanks for sharing and thanks for saying "hi" from Bavaria, Germany!!! (Disc: I'm long RTX, GIS, and O)
Glad you are feeling better Ian!
Thanks so much!
You said you rely on dividends now. Are you retired or semi-retired? I thought you were still working commercial real estate. Sorry if I missed a past update, but please reply with a quick recap. Thanks.
Good question. I am not yet retired nor semi-retired. I do have a lot of hustle left in me. I work in commercial real estate and make investments in commercial real estate (in addition to my passion for investing in dividend stocks). Most recently, I made the decision to sell off a chunk of my dividend stocks (about 15% by-value) while also tapping into my emergency fund for a real estate transaction: ua-cam.com/video/hZbAnmJCFZU/v-deo.htmlsi=Spn9ekKXN0LKJchW Right now, as I rebuild the emergency fund AND have some added expenses related to real estate ventures, I am relying on the dividends to help shoulder that. With any money "left over", I am still buying dividend stocks and ETFs as the cash flow situation permits. Long-term, both the dividends and real estate will work in tandem to provide value and cash flow. Wishing you all the greatest!
Ive been adding into AVGO before the Vmware merger closes end of October. Looks undervalued currently before the merger.
Thanks for sharing!
thank you Ian
In the past two days I bought additional shares of three companies: O, RTX, and GIS. Great minds think alike!
Must give credit where credit is due, you’re journey has taught me a lot! Thanks for continuing to share this great knowledge!
Great to hear we are thinking alike!!! Your kind words mean a lot. Wishing you all the greatest! (Disc: I'm long O, RTX, and GIS)
Nice to see the intro back. Its been a while. I have heard a lot recently about RTX especially from Dividend talks. All 3 look interesting. I have LHX and may buy some more on the dip. Great video.
Thanks so much! I love the intro and it was fun to include in the video today, for sure! Appreciate your comment. Wishing you all the greatest. (Disc: I'm long RTX)
good to see you talk about single stocks again O looks interesting at these prices but I haven't pulled the trigger yet on this stock recently bought more RTX seem like a good price to buy at I don't know if it's future will be better or worse than now but I'm happy with this stock so I'm holding nothing wrong with GIS other than all stocks similar to this are suffering now high interest rates and lower demand due to higher prices are having a affect this might be a buying opportunity sorry to hear you were sick stay strong we enjoy your videos
Thanks for your thoughtful comment and longtime support! Wishing you all the greatest. (Disc: I'm long O, RTX, and GIS)
I’d rather go with the etfs on a rather popular index. Why would one want to pick individual stocks when just a stock can ruin your whole portfolio?
She's really amazing with her skills. She changed my 50k to 267k to be precise after July’s earnings in the stock market
If I had not experienced this myself I would have said this is all lies but I've made withdrawals a few days ago and that's one thing I find difficult and impossible with other brokers but Kayla Rodrigues is the best.
I'm very glad i stumbled on this today writing to her now. Really hope she can help me too
RTX or Raytheon will not incur any damage due to this issue, if it is handled correctly. Problems and failures in manufacturing can occur. However, maintaining clear communication and working professionally with your customers will prevent any negative impact on the company's reputation. If not handled professionally, a -30% decline in performance would be justified.
HSY has better div growth, cap apprec, and credit rating than GIS. Both are freefalling so I will be watching to see when to make a buy.
Been Nibbling on HSY
I absolutely LOVE HSY. I have been averaging in over the years for both of my kids. Since I'm building positions for both of them, don't have the redundancy in my own portfolio. Do love HSY, though, for sure. Their products are delicious too! (Disc: My kids are long HSY)
Great video
I thought you would have Disney in here lol
I have not written Disney off, but that turnaround will probably be too far out for meaningful cash flow for my use. That being said, I do continue to average into some DIS for my kids. I believe that DIS will eventually figure things out, just a decade probably required. (Disc: My kids are long DIS)
Amazing viseo no coughing heard at all
I am adding to my O very slowly. Let the price come to me vs I chase prices..
Three great companies, I love all 3 of your picks!
GIS is in the camp of inflation is good until it's bad. Wheat and sugar prices continue unabated so the margins will be squeezed going forward. Same with HSY. These companies were able to increase prices and shrink sizes to keep up with inflation so far, but if they can't continue their pricing power then profits will be down.
GIS has a weak total return over time with no obvious explanation except it's a slow business. Not a bad company at all, but is it really good enough? RTX on the other hand, that could be a good opportunity. The market has overreacted, but the next earnings call could be rough. Probably buy some now and more after earnings. RTX is coming up on some debt in 2025 but if this is the only bad news on the radar they will manage
The true OG legend
No etf videos pls Ian
Just individual stocks
Thanks for your very kind words! Wishing you all the greatest!!!
I look forward to seeing more of your content Ian.
Could be getting hit from wba referring to o
Have slowly been adding to my O position and going heavy into NXST…. I think the market is really missing out on their potential.
Good stuff as always Ian!!🙏
Thanks so much for sharing, Russ! Wishing you all the greatest! (Disc: I'm long O)
This is so similar to oldsr #thuglife Videos!!. Ian love this video, hope you feel better soon. Thanks for another great one. Always a pleasure to watch your well researched videos.
Thanks for your kind words! Thanks for your shout-out to the #ThugLife era. Definitely gotta remember my thug life ways.
You and I are in cosmic alignment yet again! I have been adding to all 3 of these companies for about a week or so. All 3 have great futures and will provide this dividend investor with growing cash flow far into the future. So glad you are back and feeling better my friend🙏.
Sam, I always appreciate your comments! That cosmic alignment is great to hear. Thanks so much for sharing, and wishing you all the greatest, my friend!
Nice 👍
Good video Ian. I have added a number of tranches of Realty Income recently. Love this stock, I believe it's undervalued and a good long term investment.
Thanks for your kind words, and thanks for sharing!!! (Disc: I'm long O)
Thanks for your time and effort Ian. Your videos are very helpful. Glad your feeling better.
Your kind words mean a lot!!!
Realty Inc. is awesome, it was my first stock too.
But I think other REITs have more potential.
e.g. Agree Realty currently has a higher Div. payout and Div. growth.
#noFinancialAdvice
Another great video. Glad you are back. Don’t know much about RTX, but I imagine that analysts moved the market with their massive downgrades in 12 month price targets. Maybe they too will buy back on the cheap. For Industrials, I prefer my Railway stocks.
Care to share your Railroad stocks. US Railroad or Canadian.
Any thoughts on Pfizer (PFE)? I know revenue is expected to drop with Covid vaccines going down, but they also made acquisitions with that momentarily elevated cash flow that (presumably) will improve their drug pipeline into the future. Div growth has been a little slow (possibly intentionally during covid so they weren't seen as "profiting off the pandemic"), but the starting yeild is high and they will hopefully accelerate div growth as they leave the spotlight.
Beware of PFE debt levels. We own Pfizer shares since 2017. We almost bought another 50 shares at 35 but we canceled the buy order and other dividend stocks. We bought US Treasury bonds. 20 years at 4.375%...when the federal reserve drops rates in 2024 or 2025, bonds should appreciate 20 to 50%. Just our trade this week. Good luck.
Realty Income (O): $17.7bn of net debt and 5.3x net debt/EBITDA... variable rate debt will be painful in a rising rate world and O needs to refinance fixed rate debt at higher rates as they mature. Value of its portfolio also likely takes a whack in higher interest rate world. A 6.1% divi yield imo is not enough compensation
RTX is the most important Defense company. Almost all the others use their products to complete their systems. I have been buying on the way down. If it gives up anymore it will be a top 3 holding for me.
Thanks for sharing! Do agree they are super critical for defense! (Disc: I'm long RTX)
O's P/E is in the low 40's right? I get the upsides you discuss, but I've held off buying at this P/E. Are you saying the upsides outweigh the current P/E?
O is a REIT and REITs have their own category for valuation. P/E is useless for REITs, they use AFFO/E instead.
Using stocks to build your emergency fund is the craziest thing I've heard this year.
:) all three companies are in my watchlist. i have a position in "O" und i want to rebuy.
Gruß fron Germany
Thanks for sharing! Thanks for saying “hi” all the way from Germany!!! (Disc: I’m long O)
RTX: I was initially concerned that the "powdered metal" and associated contaminants was the product of powder-bed fusion in additive manufacturing and potentially attributable to out-sourcing to additive manufacturing subs. I then read this from the July 2023 RTX earnings call: "Gregory Hayes: Myles, this is Greg. Yes, so we actually manufacture the powder in our facility in New York. That powder is then processed down in our Columbus, Georgia forge into a number of different parts. The parts we’re talking about here are turbine discs, but they are all internally manufactured with a proprietary powder." I'm still researching this.
Bad news with RTX will be followed by more bad news. Don't believe what you're being told.
Great job as always educating the public👍🏻👏👏👏👏😃
Thank you for your very kind words!!!
Ian, can you explain why you aren’t worried about O’s high payout ratio? I thought over 70% was a no go?
It's a REIT
It would be on a typical stock but reits are different. They are required to payout more.
RTX is engrained into our DOD spending and weapons systems development. Its not going anywhere. Just ask the Ukrainians. Great picks, I dont own General Mills but its a compelling argument to look again
BTW, I prefer the "Thug Life investor" shirt.
I love that shirt too! Thanks for your longtime support!!!
Good to see you again, Ian. Particularly with this type of video! I love it. Was wondering about your thoughts on O and you delivered. Unfortunately, it has grown to my largest position, which was not my intent 😂. Have been waiting for GIS to fall, though. Love seeing you speak about these stocks. Thank you.
Thanks so much for your longtime support!!! And, thank you for your kind words! That's really neat on O being your largest position. Wishing you all the greatest. (Disc: I'm long O and GIS)
1st view and comment; yeah to me, ha
Who cares?
Thanks so much for being first! I really appreciate your support!!!
Oh... O is really, really Low.
More than investors wish to Know.
But Ian our Bro...
Says "Onward and Go"...!
$GIS 👍
🗽LMT and RTX falling... not enough money for defense anymore. 😵🤔
.
Don't be silly they just print more 😂
LMT is literally better in everything yet people keep digging that RTX just because it’s on 52 weeks low lol
I personally stay far far away from anything to do with realestate
I wouldn’t touch O. I like $VICI better.
lets go!!!
Thanks for your longtime support! I truly appreciate it!
🎉😊
RTX hasn't grown top or bottom line and have increased share count. RTX is ok but you pretty much are limiting your upside. 10 year total return was 7% year vs market like 10%. Why not invest in something with a 3% dividend and better financials? I like Lockheed much more? I say you unload RTX.
What will you do when Realty Income Corp goes down to 32 dollars per share ?
Pray. Cry, repeat
What he and everyone should always have is a stop loss. Which I don't think he preaches.
@@tubetop123you seem not understanding dripping. If you believe O will be worth more than now in the future, why “stop loss”? Just collect the dividend and buy more shares. O will be fine and the stock price will recover. It will shoot up once the interest rate is going down. This could take several years.
Buy more.
@@DavidSmith-lp5tz always good to get more of a losing stock
@@DavidSmith-lp5tz🎯🎯🫡
Personally Ian I would buy these stocks only after i saw at least 2 green weeks on the charts. I dont mind not catching the bottom. They all look prety darn bearish now. Better wait a bit and go with the flow.
Valid point! Could always go down more! I have always been a dollar-cost-averager. Do hope to see lower prices. Wishing you all the greatest!
@@ppcian Right. I tend to DCA in index ETFs and cherry peak my individual stocks. I am already 50 so I dont have much space for big losers left :-) All the best to you too Ian. Great to see you changing and maturing through time like the good wine 🙂
by every measure, 5 day, 30 day, one month, 3 month, 6 month, YTD, 3 year, 5 year Realty Income lost value. Don't be blinded by the dividend ...keep your eye on your principal with realty income robs each month. no thanks!
Instead of O I prefer VICI
Thanks for sharing! (Disc: I'm long O)
I appreciate these 3 picks and all you do for the dividend community. Thank you, Ian! 😎
Thanks for your work once again. I'm consirering GIS and all its peers. This sector seems to me currently undervalue. I'm considering also Energy Sector and in particular ENB, which sell off widely because of 3 acquisitions. The debt is increased, widely, but the dominating position in several US states sounds more than compensating 😊. All the best! Ciao
YieldMax ETFs, check em out 🤑
Ummm. …. 3M compare to RTX
Record fast for a european (
I hope you feel better soon. I own O and i am nearly built out completely now. I am Approaching 1,000 shares. I also ironically started a position in RTX in $74 range. I will be patient b/c likely more downside 🎉
Sold all 3 last week. Prefer high quality dividends ETF’s instead.
Thanks for sharing!
Yikes
!!
Why are you buying stocks you said you sold MMM to raise cash, I told you as soon as you sell MMM it will go up so you should have kept it or bought more. You should have bought AOS and DOV.
MMM is done 5 percent today. Its bearly up from where he sold. Maybe he sold to raise capital and is now slowly buying back into other stocks that are better
It was a difficult decision to sell MMM. If I did not need the capital from MMM for a "higher/better" use/investment, I wouldn't have sold. I did my best to sell the stocks I felt were the best candidates, taking a holistic portfolio-wide view. That being said, I do hope MMM recovers and thrives. Wishing you a great one.
I wish you good recovery
Thanks so much! Appreciate it!
Value stock. Another word for dog.
What a nonsense to use historical highs for buying decisions when the investment scenario has completely changed. Never heard of the simple rule of 20 from Peter Lynch? For years you had the main dominator, the interest rate, close to zero, regardless of the other parameters, which simply turned around 100%. Most of the financial bloggers, who permanently trumpet Long, do not have and did not have this in mind.
Please watch the video, as I am not just relying on historical highs. Primarily, I am relying 1) on my understanding of the companies and 2) the fundamental valuation based on PE ratios (or Price/AFFO in the case of O). I do use % drop as a "trigger" to look into a particular stock. Typically, a falling stock can indicate possible value. However, that is not ALWAYS the case. Hence, more fundamental analysis and understanding of the enterprises is required. I do agree with you that the world has changed in terms of interest rates. My hypothesis for remaining long is that we will experience a mean reversion to rates probably in the 2-4% over the long-term. I do not believe current rate levels will remain forever. However, I could be wrong. (Disc: I'm long O)