I'm buying another high yield dividend stock, accelerating my portfolio-wide passive income. With a 4.91% starting dividend yield, this income stock helps me reach financial freedom quicker. I'm excited to share the stock and some important investing insights in today's video. #dividend #stock #investing
Timestamps: 0:00 INTRODUCTION: I'm buying another value stock that offers a 4.91% starting dividend yield (with forward PE in the 13s). 0:36 I'm talking about General Mills (GIS). It's a supporting ancillary position at 0.5% of my portfolio. 1:39 SEGMENT 1: OG DIVIDEND INVESTING WISDOM 2:03 MY STRATEGY: Endure My Way To Success 2:25 I would outlast everyone else. 2:43 I had huge opportunities thanks to my hard work and loyalty. 3:01 KEY: Loyalty is key to my investing strategy. 3:39 GIS has some fundamental problems right now. (But I think the dividend is covered just fine.) 4:26 EXAMPLE: McDonalds (MCD) went nowhere from 1999 - 2007. They faced challenges at this time. Investors who sold likely regret that decision today, in 2025. 4:32 Checkout the pinned comment for a link to Blossom. (Disclosure: I'm an affiliate of Blossom, and I'm compensated for sign-ups.) 5:30 I like to find the best companies in the world, and I (generally) don't sell. 5:48 KEY: Any company an investor owns long enough will have fundamental problems. 6:43 I'm willing to wait it out for 8 years, 10 years, or even 15 years. I have loyalty and it works for my dividend snowball. 7:10 When a company has a setback, I don't bail (unless the changes are irreversible). 7:50 Time in the game (and the compounding) is everything. 8:15 Business growth is not linear. 8:25 SEGMENT 2: GENERAL MILLS (GIS) DIVIDEND STOCK ANALYSIS 8:43 Check out the pinned comment below for my Patreon. 8:55 Down -35% from its 52-week high. 9:03 Forward PE in the 13s. 9:12 Analysts see GIS rebuilding in fiscal 2027 (vs. fiscal 2026). 9:41 GIS offers a 4.91% starting dividend yield. 9:50 66.7% payout ratio. 10:10 Just increased the dividend by 2 recently. 10:45 SEGMENT 3: GENERAL MILLS (GIS) EARNINGS REPORT ANALYSIS 10:57 Q4 for Fiscal 2025 was bad. Problems are accelerating. 11:20 Adjusted diluted down 27%. 11:51 It's a bond-like proxy to me. 12:03 GIS BALANCE SHEET ANALYSIS 12:12 A lot of goodwill and intangible assets. 12:35 I don't like see long-term debt growing year-over-year. 13:21 GIS STATEMENT OF CASH FLOWS 13:28 KEY: Can they continue to pay the dividend? I look at cash flows to see. 14:50 GIS FINANCIAL ANALYSIS METRICS 15:08 Ratio of Goodwill and Intangibles to Assets: 68.7%. (Higher than I'd like.) 15:38 Long term debt to Operating Cash Flow is 4.34 multiplier for GIS. (Better than CPB on this metric.) 16:15 46% of their Operating Cash Flow goes to dividends. 17:00 SEGMENT 4: KEY POINTS FROM TODAY'S VIDEO 18:35 ANNOUCEMENT: MEET ME AT BLOSSOM INVESTOR TOUR TORONTO AND CHICAGO 18:53 Check out the pinned comment for my link and code for Blossom Investor Tour. 19:35 DISCLOSURE AND DISCLAIMER
DISCLOSURE: I'm long General Mills (GIS), The Campbell's Company (CPB), and McDonalds (MCD). I own these stocks in my personal stock portfolio. I'm long Blossom.
DISCLOSURE: I'm an affiliate of Blossom Social. I'm compensated for Blossom sign-ups. I'm long Blossom.
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