Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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Greater Volatility & More Uncertainty: Monitoring Chevron and Clorox In The Dividend Mindset
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Content provided by Greg Denewiler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Greg Denewiler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
A lot has happened in the span of a month, especially in regard to inflation, interest rates, and the Ukrainian War. These events have only added to the downward momentum of the stock market so far this year, painfully reminding investors that not every year can be like 2021.
Last month we took an in-depth look at two investment ideas: Chevron and Clorox. Has the recent market volatility really changed the long-term prospects of these companies? It is never fun to watch your account value sink, but in this episode, Greg argues that only more opportunities have presented themselves. He also examines how to determine whether to buy, hold, or sell, when dividend growth is the key goal. It is only natural to have anxiety about the market right now, but by adopting the dividend mindset, you can sleep better at night.
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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.
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48 episodes
ShareManage episode 322936367 series 3319824
Content provided by Greg Denewiler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Greg Denewiler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
A lot has happened in the span of a month, especially in regard to inflation, interest rates, and the Ukrainian War. These events have only added to the downward momentum of the stock market so far this year, painfully reminding investors that not every year can be like 2021.
Last month we took an in-depth look at two investment ideas: Chevron and Clorox. Has the recent market volatility really changed the long-term prospects of these companies? It is never fun to watch your account value sink, but in this episode, Greg argues that only more opportunities have presented themselves. He also examines how to determine whether to buy, hold, or sell, when dividend growth is the key goal. It is only natural to have anxiety about the market right now, but by adopting the dividend mindset, you can sleep better at night.
Send us a text
Schedule a meeting with us -> Financial Planning & Portfolio Management
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 - X
If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
48 episodes
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The Dividend Mailbox®
1 Two Paths to Value: Short-Term Yield vs. Long-Term Growth in Distressed Markets 44:09
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Play Later Play Later Lists Like LikedMore on dividend growth investing -> Join our market newsletter! While dividend growth remains the core of what we do, it’s not the only path to building an income stream. In times of market distress, opportunities emerge that are simply too compelling to ignore. When venturing into troubled waters, the key is to stay disciplined and unemotional. Volatility may test you, but the potential rewards can be worth it. In this episode, Greg explores two distinct approaches to finding value from an income perspective. In the first half, he discusses business development corporations (BDCs), which often offer eye-catching yields north of 10%. Using Oaktree Specialty Lending Corp. ($OCSL) as a case study, he unpacks how BDCs are structured, where their income potential comes from, and why they carry above-average risk. More importantly, he shares why patience and preparation are key to capturing value when these high-yield opportunities go on sale. In the second half, we shift gears back to a more traditional name for dividend growth investors. Greg introduces Sysco Corp. ($SYY) , a 50-year dividend payer in the essential world of food distribution. Unlike the high-yield, high-volatility world of BDCs, Sysco represents steady, well-managed growth with consistent operations. Even though the stock appears to have been in a holding pattern over the past few years, it fits squarely into our 10-year framework. In both cases, price discipline is essential. Topics Covered: 01:46 – Introduction to BDCs (Business Development Corporations) 05:18 – Oaktree Specialty Lending Corp Case Study 14:57 – Knowing What You Own: Risk and Return in Distressed Markets 16:23 – When and How to Buy BDCs 19:22 – Total Return Recap from a Past Investment in Oaktree 24:37 – Transition to Traditional Dividend Growth: Enter Sysco Corp 28:17 – The 10-Year Model: Can Sysco Double? 30:08 – Margin & Capital Efficiency Strengths 32:52 – Comparison to Competitors 35:05 – Valuation and Price-to-Sales History 35:29 – Risks: Cyclicality & Debt Load 38:58 – Why a “Boring” Food Distributor Might Outperform 41:39 – Wrapping Up: Patience, Price, and Knowing What You Own Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 Buying in the Storm: How Bear Markets Lead to Higher Dividends and Returns 37:23
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Play Later Play Later Lists Like LikedMore on dividend growth investing -> Join our market newsletter! Schedule a meeting with us -> Financial Planning & Portfolio Management Almost everyone knows that tariffs and trade wars have sent global markets spiraling, with the Dow down 17% and the S&P 500 down 20% from their highs, based on our recording date. While technically that implies we have entered a bear market, it also means better prices for long-term cash flow. It is human nature to get nervous when markets seem to be on the brink of panic, but dividend growth investors should see times like these as a gift. In this episode, Greg tackles the tough headlines and sinking sentiment in today’s markets. As recession fears grow and the market experiences significant volatility, Greg explains why focusing on sustainable cash flow and quality companies provides stability for long-term investors. From investor psychology to long-term GDP trends, Greg discusses how disciplined dividend investing turns market panic into wealth creation. Later, he highlights our recent purchase of Union Pacific ($UNP) as proof of concept. EDIT: In the episode, Greg mentions that paying $30 for $1 of earnings is about a 2.5% earnings yield. This comment was made in error; the correct number is a 3.33% earnings yield. Topics Covered: [01:00] Why focusing on cash flow provides clarity in a chaotic market [02:48] First quarter portfolio performance and the power of staying invested [05:00] Reframing a bear market: buying cash flow at a discount [06:55] How GDP and earnings trends support long-term optimism [10:17] Why market corrections test your investment mindset [11:50] Comparing stock ownership to rental property — and why we forget it's the same [16:33] Real numbers that contradict the media narrative (household debt, corporate cash, etc.) [24:52] New position: Why we bought Union Pacific and what makes it a dividend powerhouse [28:40] The case for quality, patience, and diversification during uncertainty [31:33] Index funds, dividend ETFs, and staying positioned for the rebound [34:01] The most dangerous investing phrase: "It's different this time" Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 EXPRESS MAIL: Williams-Sonoma's Earnings Results and Dividend Increase 17:08
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Play Later Play Later Lists Like LikedMore on dividend growth investing -> Join our market newsletter! Schedule a meeting with us -> Financial Planning & Portfolio Management After Williams Sonoma reported earnings before market open on March 19th, 2025, we saw their results as an excellent example of how to execute a dividend growth strategy on a day-to-day basis. While we have covered $WSM in several previous episodes, it is a case study on dividend growth investing. In what normally takes 10+ years to deliver to investors, Williams Sonoma has provided us with attractive dividend growth and total return in less than 3 years. In this "express mail" episode, Greg looks at Williams-Sonoma's latest earnings and how recent weakness in the stock price could be a long-term positive for total return. He analyzes how if the stock goes lower, there is room for more share repurchases, which boosts dividend growth and earnings growth. Additionally, he points out that if the stock turns around and goes much higher again, we may consider selling more of the stock. As we stand somewhere in the middle, Greg concludes by looking at where he would buy into the stock again. 00:55 Special Episode: Williams Sonoma Earnings Update 01:24 Williams Sonoma: A Case Study in Dividend Growth 02:33 Strategic Decisions and Market Reactions 05:22 Evaluating Dividend Growth and Future Prospects 12:27 Conclusion and Investment Strategy Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
More on dividend growth investing -> Join our market newsletter! Schedule a meeting with us -> Financial Planning & Portfolio Management While it may be a somewhat misused paraphrase of Warren Buffett's famous baseball analogy, 'fat pitch' is a term often thrown around in investing circles. In most settings, it implies that an investment opportunity is extremely lucrative with a high probability of success—but they are rare. Beyond having the discipline to patiently wait for these opportunities, what does a 'fat pitch' actually look like? In this episode, Greg discusses the concept of 'fat pitches' by exploring the extraordinary long-term performance of Altria (formerly Philip Morris), despite numerous industry challenges and negative headlines. Through a detailed analysis of Altria's historical performance, including its high dividend yield and impressive cash flow management, he emphasizes the timeless principles of dividend growth, patient investing, and compounding. 00:00 Introduction to The Dividend Mailbox Podcast 02:34 Review of Current Dividend Growth Performance and Market Observations 06:13 Case Study: The Success of Philip Morris 15:58 Key Takeaways from Philip Morris's Performance 24:51 Lessons on Dividend Growth and Compounding 32:14 Conclusion and Final Thoughts Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 Revisiting Hershey: The Market Pays What the Market Bears 38:53
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Play Later Play Later Lists Like LikedMore on dividend growth investing -> Join our market newsletter! Schedule a meeting with us -> Financial Planning & Portfolio Management 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 Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 Predictive Power Lies in Understanding What You Own 41:41
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Play Later Play Later Lists Like LikedMore 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 Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
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 Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 The S&P 500 Dividend Yield Is Low, but the Next 10 Years Are Simple Math 38:42
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Play Later Play Later Lists Like LikedMore 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 Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 Mastering the Corporate Life Cycle and Its Impact on Your Investments 38:41
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Play Later Play Later Lists Like LikedMore 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 Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 With New Leadership, is Starbucks a Solid Dividend Candidate? 38:17
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Play Later Play Later Lists Like LikedMore 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 Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 Building Wealth Over 40 Years: Investing Insights With Industry Veteran Kent Hughes 1:02:32
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Play Later Play Later Lists Like LikedMore 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 Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 Snap-on: Nearly a Century of Dividend Growth and Tool Innovation 34:44
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Play Later Play Later Lists Like LikedMore 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 Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
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 Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
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 Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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 Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 Strategic Dividend Growth Exits: What to Consider 28:12
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Play Later Play Later Lists Like LikedMore 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 Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 How Compounding Can Turn Underperfomers Into Big Winners 29:29
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Play Later Play Later Lists Like LikedMore 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 Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 Dividend Fuel: Chevron and an Ultimately Higher Oil Market 33:33
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Play Later Play Later Lists Like LikedMore 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 Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 Are Dysfunctional Dividends Hiding In Your Portfolio? 32:49
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Play Later Play Later Lists Like LikedMore 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 Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 Ignore the Siren Songs of the Market, Tie Yourself to the Mast 32:41
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Play Later Play Later Lists Like LikedMore on dividend growth investing -> Join our market newsletter! There is a huge difference between understanding compounding and actually understanding the numbers behind it. As a blanket term, compounding is thrown around in the investment arena often, yet few investors are actually patient enough to experience its full potential. Creating real wealth takes time, discipline, and strategy. In this episode, Greg uses our model portfolio to look at a couple of examples that expose just how significant your portfolio income can be when you have the discipline to let it grow. Moreover, he makes the case that income growth, rather than price growth, has a larger impact on the long-term value of your portfolio. Later, he likens the mindset of dividend growth investing to Odysseus's voyage. Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 UNP Deep Dive: A Growing Dividend Is Just Around the Bend 35:44
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Play Later Play Later Lists Like LikedMore on dividend growth investing -> Join our market newsletter! To most investors, big returns are associated with exciting stories or cutting-edge technology. Since everyone is in the market to make as much money as possible, “boring” companies can be easily dismissed without much second thought. That line of thinking is straightforward enough but it may be misguided. Truthfully, some of the better-performing companies out there are actually pretty boring. When it comes to achieving attractive returns, it is not what a company does that is important, it is how well they do it. In this episode, Greg embarks on a deep dive into Union Pacific Railroad ($UNP) and the broader railroad industry. He makes the case that railroads are extremely predictable, well run, and have provided investors with decades of market-beating returns. Railroads are probably not your first idea for building wealth, but these companies are cashflow-compounding machines. This episode is a little bit deeper than we have gone in the past, but it makes for a compelling story. Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 Are You an Intelligent Investor or a Smart Investor? 28:48
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Play Later Play Later Lists Like LikedMore on dividend growth investing -> Join our market newsletter! Is there a difference between being intelligent and being smart? Most people would think of those concepts as one and the same. Although it may be abstract, these are two separate schools of thought entirely. You may go so far as to characterize intelligence as left-brain thinking, and smarts as right-brain reasoning. How does that apply to investing? If you’ve ever regretted an investment decision before, it may have been due to an overreliance on numbers, data, or rules, and not enough on vision. For our 27th episode, Greg takes a step back and examines a recent blog post from Morgan Housel. He starts out by contrasting intelligence vs. smarts, then uses several examples to show how it relates to investors. He applies this mindset to everything from analyzing America’s deficit problems, to honestly reflecting on his own thought process when he sold Intel ($INTC) several months ago. Greg wraps up the episode by introducing a new stock idea, United Pacific ($UNP), and sets the stage for a deeper dive next month. Links referenced in today’s episode are below: Morgan Housel's blog -> Intelligent vs. Smart Greg's newsletter on America's Debt and Deficits -> Debt, Denial, & Illusions: America Has a Spending Problem Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com. Notes & Resources: DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on: Instagram - Facebook - LinkedIn - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
More on dividend growth investing -> Join our market newsletter! Do you ever find yourself looking for that one crucial piece that would make you a better investor? Being active in the market naturally drives investors to want to compare notes. When you look at the impressive track record of great investors, it can feel as though they know something you don’t. Is there a formula? What’s the silver bullet? In this episode, Greg reveals seven key factors that he looks for in a good dividend growth story. He explains what they are and why they are important to achieving 7% dividend growth per year. Later on, he applies them to Dover Corporation ($DOV) which is a company that appears to check all the boxes. But before you go out and buy stock in it, you may want to listen to the whole episode. Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 Telecom & Tobacco: Analyzing the Legal Liability That Could Limit Returns 27:25
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Play Later Play Later Lists Like LikedMore on dividend growth investing -> Join our market newsletter! Even though dividend growth stocks typically have a high degree of predictability, that doesn’t mean you can’t end up with surprises. Outside dividend cuts, some of the most significant surprises can come from legal liability - often arising from the distant past. Companies routinely face challenges in the courtroom and are well-equipped to handle their cases, but occasionally they are forced to cut a check with a lot of zeros. The problem for investors is that there is no quantifiable way to know what legal liabilities might be lingering out there. This episode is packed with specific companies as Greg dives into two stocks from the tobacco industry and two from the telecom sector. He examines the legal history of British-American Tabacco ($BTI) and Altria ($MO), alongside the potential future liability of AT&T ($T) and Verizon ($VZ). In doing so, he also breaks down their performance as companies and gives you a snapshot of how we analyze dividend growth candidates. Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 Discipline Is the Cornerstone of Dividend Growth Investing 31:43
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Play Later Play Later Lists Like LikedMore on dividend growth investing -> Join our market newsletter! If you want to be a successful long-term investor, you must know your discipline and be willing to stick to it. All investing strategies come in and out of favor in the marketplace and they ebb and flow over time. In 2022, we saw high growth and tech companies underperform, while dividend growth companies held up well. So far in 2023, we’re seeing the opposite. However, switching your investment strategy based on short-term performance is almost always ill-advised. Of course, having discipline is easier said than done, but gaining perspective can help. In this month’s episode, Greg zeros in on how discipline and dividend growth are one and the same. He breaks down some of the largest wealth creators in the market and examines what exactly is driving the current market rally. He discusses the importance of knowing why your portfolio is performing the way it is but stresses that short-term performance is unimportant for the bigger picture. Later, he looks at a few dividend growth ETFs and finishes the episode with a listener’s question about investing from abroad. Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
More on dividend growth investing -> Join our market newsletter! By now, almost everyone has heard of the turmoil in the banking sector. The current scenario is much different from that of 2008 yet investors are nonetheless on edge. That has presented the long-term investor with an opportunity to scoop up well-managed banks at an attractive price. But buyer beware, there is a big difference between the haves and the have-nots. Although there may very well be more turbulence in the short term, there are a few candidates worth analyzing. Considering the sell-off in the banking sector, Greg presents a new investment idea to add to our model portfolio. He makes the case that M&T Bank ($MTB) is conservatively managed and poised for continued dividend growth, even in rough seas. Later he explains why we sold a third of our Clorox ($CLX) position and addresses a listener’s question about cash investments. Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 Downfalls of a Lottery Ticket Mindset with Jeff Weniger — Head of Equity Strategy at WisdomTree 1:00:59
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Play Later Play Later Lists Like LikedMore on dividend growth investing -> Join our market newsletter! In this month’s episode, Greg sits down with Jeff Weniger, Head of Equity Strategy at WisdomTree. For the unfamiliar, WisdomTree is a fund and ETF manager with roughly $90 billion in assets under management. What makes WisdomTree’s funds special is that most of them focus on dividend and dividend growth strategies. One of their largest funds is the US Quality Dividend Growth Fund ($DGRW), which incidentally is our largest core position and is one we have mentioned over past episodes. Among their other funds, $DGRW is exceptional for gaining exposure to quality dividend growth. Jeff has spent decades in the finance world and specializes in the management and creation of strategy-focused ETFs. Prior to joining WisdomTree, he was Director & Senior Strategist at BMO, working directly with the CIO of the firm from 2006 to 2017. He is a CFA charterholder, and earned his MBA from Notre Dame. As head WisdomTree’s equity strategy, Jeff has invaluable experience in equity markets and provides unique perspectives for long-term investors and the macro environment. During Greg and Jeff’s discussion, they cover the history of dividends, the difference between US and overseas dividend culture, why “boring” actually performs well, and why having a lottery ticket mindset can lead to mistakes. The interview is full of topics that the dividend investor should keep in mind and ultimately serves as a powerful reminder of why dividend growth investing is a long-term strategy that works. EDIT: This episode was originally uploaded with an hour of silence that followed the episode. The current audio file has been edited and corrected. Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 Dividend Cuts Don’t Have to Cut Your Income 45:39
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Play Later Play Later Lists Like LikedMore on dividend growth investing -> Join our market newsletter! Most of the time, using the screening criteria that are characteristic of good dividend growth companies weeds out the bad apples. When you buy companies that have low debt, attractive yield, high return on invested capital, etc., it can feel like you’ll be cashing those dividends forever. However, companies inevitably run into challenges, and you might get a surprise. If you invest long enough, you’ll eventually find yourself with a dividend that’s been cut and a once attractive investment that has soured. The good news is if your portfolio is structured properly, not even dividend cuts get in the way of growing your income every year. On another note, one factor that greatly influences the security of a dividend is debt. Given everything that has happened in the market recently, and with a liquidity crisis in the banking sector, debt has become a hot topic. It is extremely important to understand how debt functions for a company, especially in an environment with rising interest rates. In this month’s episode, Greg takes you on a deep dive into Intel ($INTC). He looks at why we originally bought it, the problems they ran into, and why they recently cut their dividend. He even lays out why it may do better in a couple of years. Later, He uses a couple of different examples to show how debt can be good, bad, or indifferent. Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 Sometimes Value Outweighs Sustainable Growth 40:15
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Play Later Play Later Lists Like LikedMore on dividend growth investing -> Join our market newsletter! When the goal is to compound wealth for decades, there is a significant difference between dividend growth and sustainable dividend growth. While the difference is obvious enough, they are two distinctly different investments and should be treated as such. Although we believe that sustainable dividend growth is ultimately what builds wealth over time, that doesn't mean that other investment ideas should be ignored altogether. When a stock gets cheap enough, even if its dividend is questionable, sometimes you have to jump on it. In this episode, Greg builds on the premise of Episode 18 and examines Oaktree Specialty Lending Corporation ($OCSL), a business development company with a 10%+ yield. At the risk of contradicting himself and the case he made against high yield, he argues that there comes a time when value beats dividend sustainability. While the risks of high-yield investments remain, he uses OCSL to compare dividend growth vs. sustainable dividend growth. Later on, Greg provides updates on companies we have covered in past episodes, and where we view them post-Q4 earnings. If you are interested in the original episodes where we went in-depth into each story, they are linked below: The Clorox Company ($CLX): Ep. 8 - Dirty vs. Clean Opportunities & Ep. 9 - Greater Volatility and More Uncertainty... Emerson Electric ($EMR): Ep. 17 - The Dilemma With Slow Growth 3M Co ($MMM): Ep. 15 - You Don't Need A "Winner" to 10x Your Income United Parcel Service ($UPS): Ep. 19 - Do Dividends Care About Recessions? Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
More on dividend growth investing -> Join our market newsletter! Heading into 2023, it seems as though the word recession is on the tip of everyone's tongue. At first thought, a recession might make you grimace, but what do they actually mean in real terms for an investor? Truth be told, you never know you're in a recession until after the fact, but it is essential to understand how they affect the economy. If you're a long-time investor, 2008 and 2001 were painful examples of just how fast your portfolio's value can change. So we know recessions are bad for the stock market... are they that bad for dividends? Good news for the dividend growth investor — dividends are resilient through even the worst of downturns. In this month's episode, Greg takes a page out of the market history book to dive into just how recessions affect GDP, earnings, the stock market, and especially dividends. He makes the case that dividends are a much more stable, if not the most predictable, factor to focus on when things get rough. Later he examines UPS as a potential dividend growth candidate. Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
More on dividend growth investing -> Join our market newsletter! If you spend much time managing your own money or researching companies, odds are you have been exposed to high-yielding opportunities. From stocks to bonds to real estate, there are plenty of investments out there that present themselves as quality investments while simultaneously generating large income streams. 7%+ yields seem hard to beat, but there is usually a reason why the yield is so high. In a way, the market is essentially showing the investor a blinking warning light, one that indicates that there is risk built into the price of the company. This is not to say that these opportunities don't work, just that dividend growth investors need to be wary of what they entail. In the year's final episode, Greg answers a listener's question about prioritizing dividend growth or yield when nearing retirement age. That opens the door to examining the pitfalls of investing in high-yielding companies, where he provides a framework for analyzing the risk embedded within such investments. Later he compares Williams-Sonoma and Restoration Hardware in response to Berkshire Hathaway's recent addition of the company to its portfolio. Finally, Greg wraps up the episode with some food for thought. Happy Holidays! Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
More on dividend growth investing -> Join our market newsletter! Constructing an attractive yet sustainable dividend growth portfolio is no easy feat, especially one that meets your expectations. As much as you try, you will eventually invest in a company whose dividend growth rate doesn't meet your expectations. For us, we want to attain a dividend growth rate of at least 6% a year on average, and ideally faster than that. Every investor needs a process for evaluating whether a company is a net positive on their portfolio, or if it’s weighing it down. But it’s not black and white. If the dividend growth hasn’t been there, but the stock price has done well and you've owned it for a long time, reaching a decision can be complicated. The dilemma is: do you sell the company and move on, or can you see a clear path for the company to get back on track? For our 17th episode, Greg looks at Emerson Electric (EMR), a company we have owned for over 10 years. While the stock has returned over 150%, the dividend growth rate has not met our expectations. Faced with the dilemma of selling the company, he takes you through our process of how we figure out what to expect going forward. Later he contrasts this story with Hanes Brands, a company that we eventually sold. Within the show, we use a simple dividend growth model as a starting point. If you would like to follow along, it is linked below: EMR Simple Dividend Growth Model Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 When Challenges Arise, the Better Investment Isn't Always Obvious 23:47
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Play Later Play Later Lists Like LikedMore on dividend growth investing -> Join our market newsletter! It's safe to say that the stock market faces some daunting problems currently. To some investors, it's enough to make them change their strategy, seek alternate investments, or pull out entirely. Regardless of the negative consequences those actions can have on your portfolio, haven't investors always faced challenges? As Morgan Housel brilliantly states: "Every past market decline looks like an opportunity, and every future decline appears to be a risk." Understandably, if you were to listen to all the noise out there, it'd be hard to look past your nose. That is why in environments like this, one of the best things you can do is take a step back and gain some perspective. In this episode, Greg shares a couple of reassuring stories that illustrate how important it is to stay the course. In fact, if you stay on track long enough, it could result in immense wealth. He examines how a rental property investment might perform decently well, but falls short in comparison to dividend growth. Later he takes a look at NASA's recent D.A.R.T. mission success, drawing a comparison to long-term investing. Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 You Don't Need A "Winner" To 10x Your Income 25:55
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Play Later Play Later Lists Like LikedMore on dividend growth investing -> Join our newsletter! For most investors, if their portfolio went up by X amount in Y years, they'd be satisfied. Yet simultaneously, those same investors secretly hope they bought the next big thing, waiting for the stock's price to grow 10x. In truth, 10x-ing a stock price is challenging. It requires resources, unique ideas, and a willingness to go above and beyond fellow market participants. To the average investor, expecting every investment to go up tenfold might be wishful thinking. But what about growing your portfolio income 10x? Now that is much more attainable... In this month's episode, Greg examines 3M, a company that has been in our portfolio for over a decade. Although the company's stock has recently seen a decline, he makes the case that it is much easier to 10x a stock's income than it is to 10x a stock's price — all it takes is a mindset. Later, he explores if there is any value in market predictions and forecasts. Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 Is Your Goal to Make Money or Build Wealth? 26:31
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Play Later Play Later Lists Like LikedMore on dividend growth investing -> Join our newsletter! What do you do when one of your investments has rapid success? Do you sell it for a quick gain hoping to buy it back later? Anytime you buy or sell you have to make a decision, and with every decision comes another chance of being wrong. Large jumps in stock prices are tempting, but they put investors at a crossroads. You have to decide if your goal is to make money... or to create wealth. In this month's episode, Greg outlines the best way to execute the dividend growth strategy, and specifically, how to stay disciplined when things go well . He dives into Williams-Sonoma, a specialty retailer with a nearly flawless balance sheet that has rallied almost 45% in just a couple of months. It has proven to be a lucrative opportunity, but it poses unexpected challenges to the individual investor. Using 4 different scenarios, he walks through why selling early might put some cash in your pocket but is counteractive to building wealth. Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 Selling Is Easy... But Can You Hold Like Ronald Read? 27:12
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Play Later Play Later Lists Like LikedWhen the only streak in the market seems to be a losing one, it's easy to wonder if you should jump ship . Bear markets test the resolve of even the most seasoned investors. But the investors that achieve next-level success have unwavering faith in their strategy, standing strong regardless of market conditions. One of these exceptional investors is Ronald Read; a simple man, with a simple lifestyle, and a simple strategy. Yet, there was nothing simple about his discipline over the course of more than 70 years of market events. In this month's episode, Greg takes you through the complete story of Ronald Reed. You may not know his name now, but his story is one to remember when the going gets rough. He also takes a look at current market conditions and provides some brief updates on companies we have covered in past episodes. Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 Special Interview With Simeon Hyman - Global Investment Strategist at ProShares 40:22
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Play Later Play Later Lists Like LikedIn this month’s special episode, Greg interviews Simeon Hyman, the Global Investment Strategist and Head of Investment Strategy at ProShares . With over $60 billion in managed assets across more than 100 different ETFs and funds, ProShares is a large-scale player in the financial markets. Their second-largest fund, The S&P 500 Dividend Aristocrats Fund (Ticker: NOBL), is a testament to the power of dividend growth and showcases just how effective compounding returns over time is. During the interview, Greg picks Simeon’s brain about dividend growth investing and how NOBL executes this strategy extremely well. Later, Greg and Simeon dispel some misconceptions some investors may have. As June marks the 12th monthly episode of TDM, a full year of growing dividend checks is in the rear-view mirror. Considering everything we’ve covered so far, we hope you enjoy this special interview! Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 What NOT to Invest in During High Inflation & Other Topics 22:27
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Play Later Play Later Lists Like LikedThere are many factors to blame for the ongoing bear market. While 2022 appears to have never-ending red days, the topic that hits closer to home is red-hot inflation. It may be challenging to invest in an environment like this, but you will undoubtedly lose purchasing power if you don't. It seems investors are between a rock and a hard place. In this episode, Greg eases the dilemma of choosing where to put your assets during high inflation. It shouldn't come as a surprise that a growing income stream of dividends is an excellent place to start. Later on, he looks at the market's overall valuation and takes a different approach toward speculation (contrary to what Warren Buffet may say). At the end, we introduce our first official segment, "Right, Wrong, or Who Cares?" to ensure we're staying up to date with our investments. Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 Not Every Stock That Glitters Is Gold, You Have to Dig a Little Deeper 22:31
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Play Later Play Later Lists Like LikedOn the surface, a lot of companies may look like they fit the dividend growth model and could be good candidates. But you have to be careful, they could be duds. As with all investment ideas, it's never a bad thing to dig a little bit deeper into the company. At a minimum, you have to get a clear picture of how the company can sustain its operations, margins, and dividends. If it is hard to see how the company gets from point A to point B, that is a red flag. In this episode, Greg uses Whirlpool as an example of a company that deceptively appears to fit the bill, but probably has a high chance of falling short. Later, he takes a look at how much you pay for growth versus value and why it is critical to pay attention. Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 Greater Volatility & More Uncertainty: Monitoring Chevron and Clorox In The Dividend Mindset 20:31
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Play Later Play Later Lists Like LikedA lot has happened in the span of a month, especially in regard to inflation, interest rates, and the Ukrainian War. These events have only added to the downward momentum of the stock market so far this year, painfully reminding investors that not every year can be like 2021. Last month we took an in-depth look at two investment ideas: Chevron and Clorox. Has the recent market volatility really changed the long-term prospects of these companies? It is never fun to watch your account value sink, but in this episode, Greg argues that only more opportunities have presented themselves. He also examines how to determine whether to buy, hold, or sell, when dividend growth is the key goal. It is only natural to have anxiety about the market right now, but by adopting the dividend mindset, you can sleep better at night. Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
Normally, finding investments that fit the sustainable dividend growth strategy is challenging on its own. With the high valuations in this current market, it becomes even more difficult to find those companies at an attractive price. In this episode, we explore the future of the energy sector (dirty) and recent developments with Clorox (clean) while Greg shares why he thinks both could be great opportunities. Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
1 You Don't Sacrifice Anything For Dividend Growth 18:32
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Play Later Play Later Lists Like LikedSome investors may think that investing for dividends comes at a sacrifice. In this episode, we discuss how that couldn't be further from the truth. However, there is an important caveat− investing for growth is NOT the same as investing for yield. We'll also look at AT&T to see this distinction and recognize that not all dividends are built the same. Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
Putting together everything we've learned so far, we make the case that not only is 6% dividend growth attainable, but it can be reasonably expected in a variety of market environments. Stay tuned for a Q&A segment that goes deeper into the ins and outs of the dividend growth strategy. Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
If I offered you $10 million right now, or a penny that doubles in value every day for a month, which would you choose? In this episode, we explore this question and how it applies to your investment portfolio. Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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The Dividend Mailbox®
This month, we analyze the returns of top-performing stocks over the past few decades with and without dividends. The catch? If you have the will to hold on for the second decade, your returns will be staggering. Send us a text Schedule a meeting with us -> Financial Planning & Portfolio Management 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 - X If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review…
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