The Dividend Mailbox podcast

Player FM - Internet Radio Done Right

16 subscribers

Lisätty three vuotta sitten

Sisällön tarjoaa Greg Denewiler. Greg Denewiler tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

TechSurge: Deep Tech VC Podcast

1
Understanding the Elegant Math Behind Modern Machine Learning 1:14:43

14 päivää sitten1:14:43

Toista Myöhemmin

Listat

Tykkää

Tykätty

1:14:43

Artificial intelligence is evolving at an unprecedented pace—what does that mean for the future of technology, venture capital, business, and even our understanding of ourselves? Award-winning journalist and writer Anil Ananthaswamy joins us for our latest episode to discuss his latest book Why Machines Learn: The Elegant Math Behind Modern AI . Anil helps us explore the journey and many breakthroughs that have propelled machine learning from simple perceptrons to the sophisticated algorithms shaping today’s AI revolution, powering GPT and other models. The discussion aims to demystify some of the underlying mathematical concepts that power modern machine learning, to help everyone grasp this technology impacting our lives–even if your last math class was in high school. Anil walks us through the power of scaling laws, the shift from training to inference optimization, and the debate among AI’s pioneers about the road to AGI—should we be concerned, or are we still missing key pieces of the puzzle? The conversation also delves into AI’s philosophical implications—could understanding how machines learn help us better understand ourselves? And what challenges remain before AI systems can truly operate with agency? If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for exclusive insights and updates on upcoming TechSurge Live Summits. Links: Read Why Machines Learn, Anil’s latest book on the math behind AI https://www.amazon.com/Why-Machines-Learn-Elegant-Behind/dp/0593185749 Learn more about Anil Ananthaswamy’s work and writing https://anilananthaswamy.com/ Watch Anil Ananthaswamy’s TED Talk on AI and intelligence https://www.ted.com/speakers/anil_ananthaswamy Discover the MIT Knight Science Journalism Fellowship that shaped Anil’s AI research https://ksj.mit.edu/ Understand the Perceptron, the foundation of neural networks https://en.wikipedia.org/wiki/Perceptron Read about the Perceptron Convergence Theorem and its significance https://www.nature.com/articles/323533a0…

The Dividend Mailbox

Jaa

Sarjan koti•Feed

We want to stuff your mailbox with dividends! Our goal is to show you the power of dividend growth investing, and for each year's check to be larger than the last. We analyze specific companies and look at the mindset this strategy requires to be successful long-term. Come explore this not-so-boring world and watch your portfolio's value compound.

44 jaksoa

#Trading #Business #Greg Denewiler #Investing #Finance #Dividend #Growth #Portfolio #Future #Mindset #Podcasting Education #Stock #Retirement #Income #Financial Literacy

The Dividend Mailbox

16 subscribers

updated 22 päivää sitten

Jaa

Sarjan koti•Feed

44 jaksoa

#Trading #Business #Greg Denewiler #Investing #Finance #Dividend #Growth #Portfolio #Future #Mindset #Podcasting Education #Stock #Retirement #Income #Financial Literacy

Wszystkie odcinki

1
Revisiting Hershey: The Market Pays What the Market Bears 38:53

22 päivää sitten38:53

38:53

More on dividend growth investing -> Join our market newsletter! Following brief upward momentum after we first bought Hershey, the stock proceeded to slide downward. Cocoa prices remain elevated, and there is significant uncertainty surrounding the short-term impacts on the company's operations. However, Hershey's recent earnings report shows that the company is more resilient than it may appear. Despite a 20% stock decline, Greg emphasizes that there are still many things to like about Hershey. Simply put, there is much more to the story than the current price of cocoa. Going a bit deeper, Greg examines the cocoa supply chain, specifically the impact of weather and geopolitical issues on production in major countries like Ivory Coast, Ecuador, and Ghana, highlighting several factors that suggest a possible future drop in cocoa prices. He further discusses Hershey's superb hedging strategies, strong balance sheet, and potential for high returns through dividends and stock growth within the next decade. Ultimately, Hershey's attractive valuation, dividend yield, and potential dividend growth allow investors to start with an advantage. In closing, Greg presents a Suber Bowl analogy to underscore the patience required for long-term investing, contrasting it with the short-term focus prevalent in current market analysis. 00:00 Introduction to The Dividend Mailbox 02:16 Revisiting the Hershey Story 05:37 Hershey's Market Position and Challenges 07:36 Cocoa Market Dynamics 12:04 Hershey's Financial Health and Strategy 15:29 Investment Strategies and Long-Term Outlook 25:50 Rant on Market Commentary and Short-Term Thinking 31:14 Super Bowl Analogy and Final Thoughts 37:50 Conclusion and Contact Information Send us a text If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com. Notes & Resources: DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on: Instagram - Facebook - LinkedIn - Twitter If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…

1
Predictive Power Lies in Understanding What You Own 41:41

8 weeks sitten41:41

41:41

More on dividend growth investing -> Join our market newsletter! Is there anything predictable about the stock market? If so, how much power or truth does it hold? Do sophisticated models and strategies have a predictive edge? Even if you’re an investor with limited experience, the odds are at least one of these questions has piqued your interest at some point in your investing career. In episode 43, Greg discusses predictability in ETF income and dividend growth. He examines various ETFs tracking the S&P 500, such as SPY, IVV, and VOO, highlighting discrepancies in their dividend growth rates from year to year. Greg emphasizes the importance of not making investment decisions based solely on headline numbers, as these may not tell the full story. The episode also explores the limitations of discounted cash flow models, touching on the challenges of long-term forecasts and the uncertainties of market competition. Ultimately, he advises investors to focus on understanding what they own and cautions against overly sophisticated financial models that may introduce more risk and uncertainty. 00:00 Introduction to The Dividend Mailbox 00:46 Understanding ETF Predictability 01:46 Analyzing S&P 500 Dividend Growth 04:09 Comparing Different S&P 500 ETFs 10:49 Exploring the S&P 100 and Other Indexes 16:57 The Complexity of Enhanced Income ETFs 24:27 The Power and Pitfalls of Predictability 25:46 Diving into Discounted Cash Flow Models 31:13 The Terminal Value Trap 38:53 Conclusion and Final Thoughts Send us a text If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com. Notes & Resources: DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on: Instagram - Facebook - LinkedIn - Twitter If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…

1
You Can’t Pin Down Mr. Market 36:05

12 weeks sitten36:05

36:05

More on dividend growth investing -> Join our market newsletter! You, the investor, must choose between investing in two companies based on their financial results over two years. One has steady revenue and earnings growth, alongside decent dividend growth. The other experiences moderate financial decline, but boasts strong dividend growth. Given this information beforehand, which would be the better investment? In our final episode of the year, Greg revives the classic game show Let's Make a Deal to illustrate that even if you know the future, some aspects of investing will always be unknowable. Later, Greg continues this theme by discussing broader market valuation, and predictions from various analysts for 2025 and beyond. To tie everything together, Greg concludes the episode by reflecting on a TED Talk that emphasizes the importance of a long-term strategy and the pitfalls of short-term thinking. Happy Holidays from The Dividend Mailbox Team 00:00 Introduction to The Dividend Mailbox 00:46 Let's Make a Deal: Investment Choices 02:47 Behind Door Number One: A Declining Company 04:54 Behind Door Number Two: A Growing Company 05:45 Comparing the Two Companies 08:05 Revealing the Companies and Market Insights 12:34 When to Sell: Strategies and Considerations 19:16 Market Predictions and Analyst Opinions 27:43 Long-Term vs Short-Term Investing 33:38 Conclusion and Final Thoughts Send us a text If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com. Notes & Resources: DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on: Instagram - Facebook - LinkedIn - Twitter If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…

1
The S&P 500 Dividend Yield Is Low, but the Next 10 Years Are Simple Math 38:42

16 weeks sitten38:42

38:42

More on dividend growth investing -> Join our market newsletter! The last time the S&P 500 dividend yield was sitting at 1.17% was in February of 2001. Many investors remember the stretched valuations 23 years ago, and even more so, how the following year proved to correct that exuberance. While stock prices are currently hovering around all-time highs, us dividend growth investors targeting a yield of 2.5-3% may find challenges in this environment. Given this, and the uncertainty surrounding the recent presidential election, Greg spends episode 41 reviewing the foundational pillars behind our investment strategy. Even with low yields, the next 10 years of performance can be boiled down to relatively simple math. As GDP expands, corporate earnings grow, which in turn gives investors increasing dividend checks. Through several illustrations of what that looks like in your portfolio, Greg concludes that the dividend growth strategy is alive and well. Later, he reviews some recent actions we have taken, highlighting decisions on selling part of Emerson ($EMR), adding to Hershey ($HSY), and starting a position in Union Pacific ($UNP). 00:00 Introduction to The Dividend Mailbox 00:46 Current Market Overview 001:54 The Drivers Behind The Dividend Growth Strategy 005:10 Historical Performance Analysis 007:52 Future Predictions and Assumptions 010:28 Dividend Growth vs. Buybacks 12:15 Portfolio Growth & Return Illustration 20:16 Market Yields, Challenges, and Opportunities 27:46 Our Recent Portfolio Actions 35:16 Conclusion and Final Thoughts Send us a text If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com. Notes & Resources: DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on: Instagram - Facebook - LinkedIn - Twitter If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…

1
Mastering the Corporate Life Cycle and Its Impact on Your Investments 38:41

21 weeks sitten38:41

38:41

More on dividend growth investing -> Join our market newsletter! The corporate life cycle is an important yet often overlooked factor in investing. Like all things, companies age over time, with each phase having its own pros and cons. In this episode, Greg explores the corporate life cycle's impact on dividend growth investing. Using research from Morgan Stanley and Aswath Damodaran, he covers various stages of a company's life, including startup, young growth, high growth, mature growth, mature stable, and decline— with examples from companies like Rivian, Nvidia, Microsoft, PepsiCo, GE, IBM, Intel, AT&T, and Tesla. Highlights include the prolonged profitability in maturity phases, industry-specific aging rates, and risks associated with corporate debt and large acquisitions. Greg emphasizes understanding a company's phase for strategic investment decisions and the critical role of suitable CEOs. 00:00 Introduction 01:12 The Importance of Understanding the Corporate Life Cycle 02:10 Morgan Stanley's Five Stages of the Corporate Life Cycle 02:58 Key Metrics in the Corporate Life Cycle 05:39 Profitability and Debt in Different Stages 08:37 Cost of Equity and Capital in Mature Companies 11:10 Aswath Damodaran's Six Stages of the Corporate Life Cycle 14:08 Examples of Companies in Different Life Cycle Stages 20:15 Dividend Investing: High Growth to Mature Growth 21:48 Mature Stable Phase: Dividend Income and Growth 22:56 Challenges in Mature Stable Phase 24:24 Decline Phase: Managing Declining Cashflow 25:44 Narrative vs. Numbers in Company Growth 29:08 Pricing and Valuation Across Growth Phases 31:59 CEO Roles in Different Growth Phases 35:59 Conclusion: Investing Across Lifecycle Stages Send us a text If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com. Notes & Resources: DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on: Instagram - Facebook - LinkedIn - Twitter If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…

1
With New Leadership, is Starbucks a Solid Dividend Candidate? 38:17

25 weeks sitten38:17

38:17

More on dividend growth investing -> Join our market newsletter! When a company’s stock price has struggled for years, a change in management may be just what it needs to get back on track. Even still, new management can’t fix everything. Historically, Starbucks has been an impressive growth story, generating phenomenal wealth for investors. Despite its profitability and strong cash flows, recent challenges have raised questions about whether those days are long gone. In this episode, Greg analyzes the Starbucks story as a potential dividend growth candidate and what the future may hold. He discusses the implications of Starbucks' new CEO (who previously turned around Chipotle), and the company's strategy to address operational inefficiencies. Later, Greg transitions to an update on Chevron which has been part of the model portfolio since 2010. Although higher dividend yields can signal problems for a company, Chevron’s resilience makes it worth considering adding to the position. 00:00 Introduction to Dividend Mailbox 00:47 Starbucks: A Familiar Name with a Compelling Story 03:33 Starbucks' Financial Performance and Challenges 05:22 Evaluating Starbucks as a Dividend Growth Investment 11:33 Starbucks' Debt and Cash Flow Analysis 27:10 Conclusion on Starbucks and Transition to Chevron 28:04 Chevron: A Reliable Dividend Growth Story 29:41 Chevron's Financial Health and Future Prospects 35:41 Final Thoughts and Wrap-Up Send us a text If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com. Notes & Resources: DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on: Instagram - Facebook - LinkedIn - Twitter If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…

1
Building Wealth Over 40 Years: Investing Insights With Industry Veteran Kent Hughes 1:02:32

30 weeks sitten1:02:32

1:02:32

More on dividend growth investing -> Join our market newsletter! In our August episode, Greg interviews longtime friend and fellow financial advisor Kent Hughes. Kent has worked in the industry for over 40 years, focusing his investment strategy on quality and market indices. During his career as an advisor, Kent's expertise has earned him placement on both the Forbes and Barron's Top Wealth Advisor lists. Greg and Kent begin the episode by discussing the evolution of the investment industry over the past four decades, the impact of technological advances on market information, and investor behavior. The duo also delves into market expectations, secular bull markets, and the potential effects of AI on investing. Following their conversation, Greg mentions that he was able to speak with the investor relations department at Snap-on, and concludes the episode by providing answers to the questions we had about the company from the previous episode. Timestamps: 00:00 Introduction to The Dividend Mailbox 00:45 Interview with Kent Hughes: A Journey Through the Financial Industry 03:33 Changes in the Financial Industry Over 40 Years 05:35 Lessons Learned and Biggest Mistakes 08:13 Impact of AI and Investor Expectations 12:29 Economic Outlook and Market Predictions 17:21 Commercial Real Estate Concerns 19:25 Forecasting Future Returns 25:50 Investment Strategies and Dividend Growth 32:36 The Importance of Dividend Growth 34:07 Historical Performance and Market Trends 36:27 Understanding Compounding and Market Sentiment 39:37 Favorite Investment Books and Influential Figures 43:40 International Investing Considerations 49:20 The Competitive Advantage of Patience 55:43 Snap-on: A Potential Investment Opportunity 01:00:53 Closing Thoughts and Key Takeaways Send us a text If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com. Notes & Resources: DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on: Instagram - Facebook - LinkedIn - Twitter If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…

1
Snap-on: Nearly a Century of Dividend Growth and Tool Innovation 34:44

34 weeks sitten34:44

34:44

More on dividend growth investing -> Join our market newsletter! In this episode of The Dividend Mailbox, Greg takes an in-depth look at Snap-on (SNA), a company with a rich history of tool innovation and consistent dividend payments since 1939. He discusses the company's evolution from automotive tools to specialized equipment for various industries, its unique franchise model, and its financing arm. By examining Snap-on's business model, financial performance, valuation, management discipline, and potential risks, he makes the case that this seemingly "boring" business checks almost all the boxes and is a compelling investment idea for dividend growth investors. Send us a text If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com. Notes & Resources: DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on: Instagram - Facebook - LinkedIn - Twitter If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…

1
The Future of Dividends with Daniel Peris 57:22

39 weeks sitten57:22

57:22

More on dividend growth investing -> Join our market newsletter! To start our fourth year of The Dividend Mailbox, Greg is joined by Daniel Peris, author of The Ownership Dividend: The Coming Paradigm Shift in the U.S. Stock Market and Head of the Income and Value Group at Federated Hermes. Daniel's deep historical perspective and expertise offer valuable insights into the future of dividend growth strategies and the importance of sustainable dividend investing. Their conversation covers a range of topics including: Historical context and the evolving dynamics of dividend growth investing. Challenges and opportunities in the dividend space, including the impact of interest rates and market cycles. The role of stock buybacks and their effectiveness in shareholder returns. Strategies for managing dividend cuts and maintaining a high and rising income stream. The foundational importance of cash flow for all investors. Follow Daniel on X/Twitter @HistoryInvestor Send us a text If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com. Notes & Resources: DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on: Instagram - Facebook - LinkedIn - Twitter If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…

1
A Dividend Growth Buy, Watch, and Sell 42:51

43 weeks sitten42:51

42:51

More on dividend growth investing -> Join our market newsletter! In today's episode, Greg dives into a practical application of our dividend growth strategy by discussing a recent buy, a watch, and a sell. He starts the episode with Hershey (HSY), exploring why this classic chocolate maker made it into our portfolio despite soaring cocoa prices. Although it may sound like a boring name, companies like this can generate outsized long-term returns. For the watch candidate, Greg turns his attention to CVS Health (CVS). Despite its financial strength and attractive valuation, he discusses CVS's coming headwinds. Sometimes when there is a lot of negative sentiment surrounding a company, there is potential to make a lot of money. Lastly, Greg explains his decision to trim our position in Emerson Electric (EMR). Even though it is a long-time dividend growth stalwart and has seen strong price performance recently, it no longer meets our dividend growth criteria. Send us a text If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com. Notes & Resources: DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on: Instagram - Facebook - LinkedIn - Twitter If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…

1
Cash (Flow) Is King 32:56

47 weeks sitten32:56

32:56

More on dividend growth investing -> Join our market newsletter! Between immediate information on the Internet and minute-by-minute stock quotes at your fingertips, investors appear to be more infatuated with price appreciation than anything else. In contrast, prior to the 1990s, investors primarily focused on earning returns through a cash flow of dividends. Even though there has undoubtedly been a shift from cash-focused investing to a market fixated on price performance, cash flows play a critical role in assessing company valuation. In this episode, Greg examines wisdom from " The Ownership Dividend: The Coming Paradigm Shift in the US Stock Market." Through several excerpts, he exposes how important dividends are to the structure of the market, investor goals, and company valuation. In the second half of the episode, Greg looks at Williams-Sonoma which has appreciated 200% since we first bought it two years ago. He analyzes whether its recent outperformance should warrant selling it to lock in gains. EDIT: In the episode, Greg comments that our Williams Sonoma position has appreciated 300%, however, it has only appreciated 200%. The stock prices were given, so simple calculations could identify this error. Send us a text If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com. Notes & Resources: DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on: Instagram - Facebook - LinkedIn - Twitter If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…

1
Strategic Dividend Growth Exits: What to Consider 28:12

52 weeks sitten28:12

28:12

More on dividend growth investing -> Join our market newsletter! Check out our Union Pacific Investment Report In most cases, holding quality stocks for the long term tends to play out in favor of the investor. However, if a company’s prospects change, there are situations where exiting a position can be warranted. In this episode of The Dividend Mailbox, Greg outlines our decision-making process behind selling off a portion of our IBM position. What started as a turnaround play transformed into a potential value trap. Using IBM as an illustration, Greg provides insight into the complexities of owning dividend growth investments and taking advantage of opportunities to exit positions that don't meet your expectations. Plus, get a sneak peek into next month's episode featuring a success story with Williams Sonoma, highlighting the potential rewards of high-conviction investments in the dividend growth landscape. Send us a text If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com. Notes & Resources: DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on: Instagram - Facebook - LinkedIn - Twitter If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…

1
How Compounding Can Turn Underperfomers Into Big Winners 29:29

1 year sitten29:29

29:29

More on dividend growth investing -> Join our market newsletter! Check out our Union Pacific Investment Report In this episode, Greg analyzes the wisdom of renowned economist, Jeremey Seigle. Between his investing classic "Stocks for the Long Run," and "The Future for Investors," Siegle maintains that you don't need high growth numbers or a flashy industry, only consistent growth. Although it is seemingly counterintuitive, Seigle presents the power of compounding from a new perspective. Most investors would hope stocks go up, and the quicker the better. But there is an argument for how a stock that goes sideways, or even downward, can be beneficial to your long-term total return. Later, Greg provides an update on Emerson ($EMR) where faster dividend growth seems to be on the horizon. In case you missed it, the original Emerson Electric ($EMR) story is linked here: EP 17 - The Dilemma with Slow Grow Send us a text If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com. Notes & Resources: DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on: Instagram - Facebook - LinkedIn - Twitter If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…

1
Dividend Fuel: Chevron and an Ultimately Higher Oil Market 33:33

1 year sitten33:33

33:33

More on dividend growth investing -> Join our market newsletter! Check out our Union Pacific Investment Report Over the past decade, the oil industry has become increasingly controversial and subsequently neglected by investors. No one knows when the industry's expiration date will come due, but there are great value and dividend growth investments to be made in the meantime. Even in declining industries, there can still be big winners. For episode 31, Greg focuses on Chevron's resilience in a politically incorrect landscape, including its recent Hess acquisition. He explores the intersection of environmental concerns and the indispensability of oil in everyday life, with investing as the backdrop. Despite the industry's challenges, he makes a compelling case for Chevron's sustainable dividend growth and long-term potential. Send us a text If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com. Notes & Resources: DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on: Instagram - Facebook - LinkedIn - Twitter If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…

1
Are Dysfunctional Dividends Hiding In Your Portfolio? 32:49

1 year sitten32:49

32:49

More on dividend growth investing -> Join our market newsletter! Check out our Union Pacific Investment Report Do you feel confident that the dividends in your portfolio are healthy? What techniques can you use to get a clearer picture of a company's long-term dividend growth prospects? This month, Greg examines a simple 3 decision model from Aswath Damodaran to determine how companies create value for shareholders, and what it means for you as a dividend growth investor. He draws the line between companies that pay a healthy dividend and companies that are in a dysfunctional dividend mindset. As part of that, Greg gives you two simple models to employ when you're considering a company's dividend-paying capability. Later he takes a moment to discuss some of the wisdom of the late Charlie Munger. Models used in today's Episode: ROIC Model - (Excel download) Excess Cash Flow Model - (Excel download) DCM Investment Reports & Models - (Website) Happy Holidays from The Dividend Mailbox! Send us a text If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com. Notes & Resources: DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on: Instagram - Facebook - LinkedIn - Twitter If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…

Tervetuloa Player FM:n!

Player FM skannaa verkkoa löytääkseen korkealaatuisia podcasteja, joista voit nauttia juuri nyt. Se on paras podcast-sovellus ja toimii Androidilla, iPhonela, ja verkossa. Rekisteröidy sykronoidaksesi tilaukset laitteiden välillä.

Kuuntele yli 500 aihetta

16 subscribers

Samanlainen kuin The Dividend Mailbox

Kuuntelemisen arvoisia podcasteja

The Dividend Mailbox

The Dividend Mailbox

Kuuntelemisen arvoisia podcasteja

Tervetuloa Player FM:n!

Samanlainen kuin The Dividend Mailbox

Pikakäyttöopas