Today's video highlights 5 core, quality dividend growth stocks that are absolutely crushing their earnings. These 5 dividend stocks help highlight why long-term dividend stock investing can work so well. #dividend #stock #investing
Timestamps: 0:00 INTRODUCTION: Despite an overall rocky economy, these five dividend stocks are crushing earnings. 0:31 PEPSICO (PEP) DIVIDEND STOCK ANALYSIS 0:32 PEP Q1 Earnings Report: Revenue is growing 10.2%, with EPS growing 18%. 0:57 The core, quality dividend stocks are doing great. 1:32 PepsiCo (PEP) Metrics 1:45 I started buying PEP in 2011. 2:03 The current dividend yield is 2.6%, but my simple, 1st tranche dividend yield is 7.9%. 2:24 Takeaway: Stocks can overreact to the upside on good news. They can overreact to the downside on bad news. 3:13 1st Tranche simple yield-on-cost and 1st tranche PE-on-cost. 3:25 Why Dividend Stock Investing Works: Investors win over the long-term as companies grow revenue and EPS, over time. 4:20 I added to PEP in 2022 in the $170 range. I paid up for quality. It's now even more expensive! 5:29 MCDONALDS (MCD) DIVIDEND STOCK ANALYSIS 5:39 Comparable sales increased 13%, including franchised stores and company-operated stores. 6:33 Earnings per share (EPS) is up 19% in constant currency. Simply outstanding! 7:09 McDonalds (MCD) Investing Metrics 7:37 Trading at a 52-week high, perhaps over-reacted to the upside. 8:03 5-Year dividend CAGR is a staggering 8.5%. 8:26 1st Tranche: My equity gain is 303.3%. My simple dividend yield-on-cost is 8.3%. My PE-on-cost is 6.62. 9:04 Check out the pinned comment for my Patreon. 9:27 I like buying the highest-quality, core stocks. I am willing to pay up for quality. 10:44 STARBUCKS (SBUX) DIVIDEND STOCK ANALYSIS 11:15 Consolidated revenues are up 14% year-over-year. Non-GAAP EPS grew 25% year-over-year. 12:15 People are paying for the "overpriced" coffee. 12:47 Thoughts on why the stock dropped on earnings. 13:53 5-Year dividend CAGR is 12.1%. 13:59 I was buying heavily in 2022 at $80/share. 14:39 1st Tranche Analysis - Since 2017 15:02 Dividend growth investing requires decades to really work. You see the difference between my 2017 SBUX and my 2011 PEP/MCD. 15:58 Anyone live in Idaho and want to attend a Starbucks meet-up? 17:17 CATERPILLAR (CAT) DIVIDEND STOCK ANALYSIS 17:34 Sales and revenues increased 17%. 17:50 Their adjusted profit per share increased 70.5%. 18:18 Caterpillar (CAT) Metrics Snapshot 18:33 I love their PE in the 11s. It looks a little cheaper. 18:54 Dividend is growing by 9% per year, on average. 19:19 My 1st tranche PE-on-cost is 4.8. 20:25 Keyword For Today: "Winner Takes All" 20:42 RAYTHEON TECHNOLOGIES (RTX) DIVIDEND STOCK ANALYSIS 21:00 I believe the market has a healthy amount of skepticism. 21:17 10% sales growth and 6% EPS growth. Record backlog. 22:22 RTX Metrics Snapshot 23:25 7.1% 3-year dividend CAGR. 24:27 MY DIVIDEND INVESTING THESIS 26:26 DISCLOSURE AND DISCLAIMER
DISCLOSURE: I am long PepsiCo (PEP), McDonalds (MCD), Starbucks (SBUX), Caterpillar (CAT), Raytheon Technologies (RTX), Otis OTIS), Carrier (CAR), and Leggett & Platt (LEG). I own these stocks in my personal dividend stock portfolio.
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