106 - Now's The Time To Buy Dividend Royalty: Our Top Picks In Every Sector

With Q1 earnings in the rearview, and warnings flashing for Q2 and beyond, we scoured the sectors forecasted to underperform—and uncovered a goldmine of dividend-growing stocks. In this episode, we break down high-quality dividend growers in all 11 sectors—from Energy to Tech to Real Estate—highlighting those with long dividend streaks, strong fundamentals, and yields ranging from 3% to over 7%.

Whether you're looking for steady income, value plays, or future upside, these stocks deserve a spot on your buy or watchlist. We cover:

✅ Yield & Dividend Growth History
✅ Analyst Price Targets & 12-Month Projections
✅ Payout Ratios & Valuation Signals
✅ Sector-by-Sector Breakdown of Opportunities

Plus, we wrap with a model portfolio concept that balances growth, income, and sector exposure. If you want to protect your portfolio while positioning for what's next, this episode is your cheat sheet.

Speaking of cheat sheets, get access to the list and all the metrics we covered in this episode --> HERE

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**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

Episode music was created using Loudly.

Transcript

Welcome to roaming returns a podcast about generating a passive income with dividend stocks so you can secure your finances and liberate your life. 

Markets are shaky. Earnings were mixed. And some sectors look like they're about to fall off a cliff. But here’s the good news—within those sectors are dividend giants—stocks with decades of dividend growth history, suddenly throwing off way more than they normally yield. In this episode, we break down dividend growers from every single sector—looking at the numbers that matter: yield, growth projections, payout ratios, and target prices. These are stocks to either buy now—or lock and load on your watchlist. Let’s go find value while the market panics. 

Hey, check out my new spectacles. I told you that we had new glasses coming. Yep.
So we paid 300, just under $300. I think it was like 295 for three actual sets. I got two pairs of mine because I beat the crap out of them.
Tim's not missing a lens anymore. So you definitely save money doing it the way that we did it. It's, uh, we went through EyeBuyDirect and it was like a lot cheaper than actually doing the optometrist route.
And then we get our contacts through wherever, whoever's having the sale on the contacts because like I was looking at the prices when I was at the eye doctor and it was like 1400 for contacts for the year. And then it was like, um, 800 to 1200 for a pair of glasses. And it was like, holy crap.
I don't know how they make that expensive. Like I thought mine were about at 700 when I used to get thin lenses. Cause I haven't like a couple of weeks.
So like maybe that's how they make money. People are so like, I need my glasses now. So they just don't mind paying like 300% more.
I don't know. I wouldn't recommend buying from the optometrist, but that is not what this video is about. It is a little more tedious to measure your glasses and stuff, but they measured everything for me.
I said, I have probably, I mean like your pupil dilation, mine didn't measure that. I had to actually put a ruler up and I'm like, Tim, look at my pupils. Can you, can you see my pupil? And they're like, your measurements are this.
I know that I got an email. They're like, we're concerned that your pupils are too close together. Cool, man.
So, uh, if you remember last week, we did some very, uh, important, uh, earnings report summarization, summer, summer, summarization. Oh my God. You said it right.
Summarization, summarization, summarization about what's going on with, uh, everything after a Q1. And, um, we were able to identify based on the guidance by the few companies that issue guidance and the, the analyst projections, we were able to identify, identify some sectors that were projected to do well. And then a bunch of sectors that were projected to struggle or have like negative, um, quarters for the remainder of 2025 and 2026.
What I knew I, what I originally had a plan to do for this was to just go through those couple of sectors where it was, um, what were they were forecasting negative growth so that you could actually do the, the contrary evaluation investing and just pick up like shares of good companies in those different sectors. But then once I got started, I couldn't stop. So basically we have all 11 sectors and there's a couple, a couple of stocks in each sector that, um, have a solid history of dividend growth.
Like we're talking dividend Kings and aristocrats for the most part, there's a couple outliers. And then when you, when you deal with uncertainty, you want like something that has certainty when it comes to the balance sheet and the payouts. That's why you kind of like, you see people are actually flocking to dividend stocks now in the market where we're taking that a step further and actually recommending to go into dividend like growers, like the high quality dividend growers and aristocrats, because it's the perfect time to pick up a lot of them cause they're undervalued of the portfolio.
But you have to, um, I didn't do like the valuation research for these. So you're going to have to like, if any, if any of them tweet, like, you know, peak your interest, you're going to have to go in and make sure the, uh, that the valuation meets your metrics. Like if the PE PE is where it should be.
And like, um, the price is like, I have the target price using Yahoo finance. Remember when we went through that, like if you, if you type in the ticker and you'll have found Yahoo finance and you click on the analysis button, it'll take you to where all the analysts do their projections for the EPS growth and the revenue growth and on the, and the target price and all that stuff. So I got the target price for each of these stocks from Yahoo finance.
We, uh, the projected growth is a year over year projection for the next three to five years. So when it says like 13% projected growth, for example, that means for the next three to five years, they're expecting 13% growth. So you could either take it as 13% as a whole, or you could actually cut that into quarters, which would be, what is that four point? Um, so that'd be 3.25. So like, you could either use the 13% for the entire year.
So like it was, like I said, three to five years, they're projecting the stock, like they're projecting a certain, like they're projecting 13% growth, or you could actually bust that out into 3.25% growth per quarter. That way you can actually maintain and keep up with these. It's up to you.
However you do that. I like the 13% growth because it's just easier because like most, most of the reports will actually have a section in there that says earnings year over year. And it's just simple to look up.
Um, the target price is the estimated high water mark for the stocks in the next 12 months. And then what I mean by that is like, we go into a target, like if you look at a target price for something, you're going to have all the analyst prices on the spectrum. And of course you're going to have ones that are way higher, like there'll be like a 20%, 30% higher than the mean.
So what we're, what this is, when I say target price, it's the estimated high water mark of the mean. So I take all the analysts, all the analysts are put together and they just come out with a mean target price could go higher. Most likely it will go higher, but just to be like conservative, we just use the mean for all the analysts covering the stocks is the high water mark of the next 12 months.
So within the next 12 months, like for example, one has a target price of 56 and it's currently trading at 40. The very first one is trading at $45 right now. And that target price is 56.
So within 12 months, that one should hit $56 pretty easily. Now the probability is it'll go higher than that, but like, because most of the analysts are, they're riches when it comes to stuff like that. So they kind of be real conservative, but, and then I, once, once we go through each sector, I will actually identify the one that I think is the best of that sector to like, put down in your, your watch list for future consideration or future research.
And if you want to buy it, you won't be, you can buy it. It's cool. But this is actually the reason I did it like this is because we are currently sitting in a market situation that is a rarity.
And we want you to be able to take advantage of. Because it's like, I didn't even plan it to be a two-part series. Like last week is the first part of the process.
The first part is you look at the earnings report. You look at where the market is projected to go. You look at what sectors are projected to do well, what sectors are projected to do not so well.
This week, we're actually breaking it down sector by sector and saying, okay, well, now that we know that materials is supposed to be kind of iffy for the next 12 months or 24 months, depending on what it was for. I don't remember the numbers for the 2026, but we know materials is supposed to be pretty, not very good for the next 12 months to possibly 24 months. So like inside the materials, you're going to have three stocks that I found that are pretty decent with like a good history of dividend growth that you can then look at and be like, pick up one while it's on sale because everything's pretty much on sale right now.
And it's a few, it's a continuation. Like I didn't even think about it until today. I was like, that is like, we can actually make a course on this because this is like a perfect example of how you can just have an idea, do the research and come up with a plan of action.
Like the idea was we'll use earnings reports to actually create a plan of action for the investing for the next 12 months. And that's what we did. And it actually came out pretty nice.
So let's see. The first sector that I researched was the materials sector. So you said 11 sectors.
Is that how many exist? Or is that what came up in the actual thing from last week? There's 11 sectors in the market. Why would we do 11 if they're not all potentially primed for? Because I'd started. And once I started, I was like, Hey, so like in the technology sector, for example, there's a couple of stocks that are like kind of fair, fair market value right now.
But if there's a drop in the technology sector, these are going to be like three, four or three or four for your watch list that you can pick up. And like, you can just put there and be like, oh, okay. So now I know what's undervalued and here's the history of the dividend growth and the yield and the projected growth in the next 12 months.
So that's pretty sick. Oh, so you're priming for Q2 pretty much. Q2.
Like it's either for quarter two or it's for like the rest of 2025 or it's for 2026. Like they're all like only sectors that actually were projected to do decently were communications, information technology and healthcare. There's only three that actually had like a lot going on where they said they're probably going to do well for the rest of the year.
And so the ones that I found in the communications are actually slightly undervalued if you look at their current price versus their target price. And then you obviously can go in and do the PE research and the PEG research and all the other valuation, make the price to book and all that stuff just to verify that they're undervalued. But you have three in the communications sectors, which is supposed to pop off.
If you remember from the earnings reports of the communications sector, they're calling for 14% earnings growth. Okay. So that's more of a short term.
So this is like a first priority? No, whatever you want. I'm giving you 40, there's 40 tickers. So you should have at the end of this at least 20 tickers on your watch list, maybe more.
You could have all 40, I don't know. And then you'll actually have a good start. Then you'll know like, hey, I can buy that one now because that's one that I know is going to have good growth with a good capital appreciation because of the target price and with a decent payout ratio.
So that is the thought process behind this. I'm literally giving you everything. All you really have to do is like further research on the valuation to verify the valuation fits your metrics, and then you can just buy them.
And you'll have all the other information ahead of time. So you don't have to worry about looking up the years of dividend growth, the current yield, the projected growth for the upcoming year, the target price for the upcoming year and the current payout ratio at their current dividend rate. So you're getting a shit ton of information that you literally don't have to look at.
You just have to make sure the valuation's appropriate. Kat is making so much noise. Kat says, yeah, she likes it.
Rally Kat. So the material sector, the very first one that I found was Sunoco, S-O-N. Currently it's trading at $45.
It has 49 years of dividend growth, which is pretty sick. It has a 4.68% yield, and it's projected to grow its earnings by 13% over the next 12 months. Its target price over the next 12 months is 56, so you're getting a little bit of price appreciation from 45 to 56.
The problem with this one is the payout ratio is 397 because they had a couple of problems with their earnings in the last report. So that's one that you should look at. Once the payout ratio comes back under 100%, this is a total buy because 49 years of dividend growth with a 5% yield, that's crazy.
So that's the first one. The second one is SCL. I don't know what it's called.
I just know the ticker. SCL, it's at 53.83. It has 57 years of dividend growth with a 2.86% yield. So you see, I don't necessarily go for the best yielding in the sector.
I go for all the data. So this one just happens to be the best. The materials doesn't actually have a lot of high yielders in it.
So 2.86 is pretty good. It has a 29, but it has 29% projected growth over the next 12 months, and it has a target price of 85 over the next 12 months, you're getting a shit ton of capital appreciation, plus a lot of earnings projected growth and its payout ratio is only 61%. So this one's pretty freaking sick.
This is the one in the materials sector that I found that's really good. It's SCL. The third one I found was FUL.
It is 54.83. I did the pricing on Thursday, so it might be a little bit higher or lower because I don't know what these did on Friday. 56 years of dividend growth. This one has 56 years dividend growth almost as much as SCL, but it only has a 1.72% yield.
So you're getting more than the percentage point more with SCL, and FUL only has 14% projected growth for the next 12 months and a target price of only 60. So you're not getting near as much capital appreciation as you would with SCL and its payout ratio is much better at 44%. So if you're more worried about the ability for the company to afford its dividend and to raise its dividend, you want that payout ratio to be as low as possible, except for if it's a REIT.
Remember, REITs do the 90 to 100% regardless in BDCs and shit like that. So SCL is the best in the materials sector that I found. 57 years of dividend growth is insane, and it has a really high yield.
It's not as high as the Sunoco yield, but 2.86 is actually pretty high for the materials sector. And the fact that it has that much projected growth with such a high target price, SCL is really, really good in the materials sector. Have you put that on the watch list for my mom's portfolio? No.
Low yield? Yeah. 2.86 is kind of ass, but they grow it. And so what I would do, the one area that I wish I would have had more time to do this with was to look at their five-year dividend growth thing.
If you have Schwab and you go on the dividend page, you literally scroll down and it says right on the right-hand side what its five-year dividend growth rate is, what its 10-year dividend growth rate is. If it's growing its dividend, say, at 5% to 10%, that's really good. If it's growing at 1% or 2%, which a lot of these ones that have 50-plus years, they only grow at 1%, 2%.
That's kind of a low growth rate. So whilst you're in your brokerage looking at the valuation of SCL, you might just want to pop over to their dividend section of the screen and look at what their five-year and their 10-year growth rate was for their dividend the last five to 10 years and see if it's growing 5% to 10%. Granted, 2.86 is not a lot, but if you think about it, if it's growing 5% to 10% every year for the last five years, that's going to be 25% to 50% growth.
So if you take 50% off, that's another $1.40. So you put that on, that's 4.2% yield. So the yield is not the whole story. There's other things.
Yeah. Dividend growers, that's not the whole story. And that's usually why dividend growers have a lower yield.
It's because it does that. What is it? Magnet? What's that freaking thing called? It's a magnet where they raise it and then the price goes up. If you have their dividend yield and their price on the chart and their dividend is, say, 2% and they raise it 5%.
So this goes up. The price reflects the change. It'll actually go up to mirror the increase in the dividend.
It's called a dividend magnet. And that's actually a really accurate way to look at it. And because the price goes up, it goes back down in yield as that price goes up.
And then they'll do a raise again. So there'll be a short term where they actually have a boost before it comes up again. It looks like a staircase.
If it's one that raises it every year, it'll look like a staircase. Or if you're a science nerd, like Tim is apparently just starting to get into, a phase change chart. Yeah.
Cool, man. Do you even know what a phase change chart looks like? I'm not that big of a nerd yet. Not there yet? No.
Oh, boy. So the second sector I looked at was communications. And I can remember, communications is one that's projected to do really well the next 12 to 24 months.
So this one, the three I found are all over the place when it comes to yield. And this is the smallest. The one that I thought was the best in the communication sectors has the weakest dividend growth.
So this might not be for you because it doesn't have a history of dividend growth. That's entirely your decision. But we'll go through them.
Comcast, the first one is CMCSA. Comcast, if you're not familiar, is a stupid cable thing. It's currently at $34.59, and it has 21 years of dividend growth behind it.
They are trash. It has a 3.76% yield, and it has 8% projected growth for the next 12 months. And it has a target price of 40, so a little bit of price appreciation.
What is that, $5 at 40? So that's like a- So really projected to actually have growth? 12. So that's like a 12% capital appreciation. And then the payout ratio is only 31%.
This is the one that I, the only sector where I actually went out of the super conservative thing because I expect the communication sectors to grow so much. I had no problem picking. The second one is Shutterstock.
It's SSTK. If you're not familiar with Shutterstock, it's literally like whenever you clip pictures off a web on the internet most of the time, that picture is through Shutterstock. Oh, is that what that is? And it's currently at $18.55. It only has four years of dividend growth though, so that's why I'm saying if you're not comfortable with something that only has four years of dividend growth, you can pick one of the other two.
What the heck would Shutterstock be doing? Because I think they're going to be rivaled with the AI imagery crap. They just sell pictures. Yeah, they're going to have some major issues with the AI stuff.
It has a currently, it has a 7.37% yield and it has 6% projected growth for the next 12 months. It has a target price of 30, which is damn near 50% capital appreciation. Its payout ratio is kind of high, 89%.
But because I like, again, because I think that communication is going to be so successful in the next 12 to 24 months, I'm okay with a higher payout ratio because I do expect the revenue from Shutterstock to go up enough to actually keep the payout ratio around 89. I might even drop it. That is the one that I thought was the best current investment in the communications sector.
The third one that I came across was Verizon. It's currently at $43.13. It has 20 years of dividend growth. We actually hold it in her mom's retirement account.
It has a 6.19% yield, but it's only projected to have 3% growth the next 12 months. Starlink. All I have to say is Starlink.
And its target price is 48. So you're only getting $5 worth of capital appreciation in Verizon and its payout ratio is 64. So Verizon's a really good stock, but the growth really concerns me.
We said this before, though. We talked about why Verizon may not be able to hold up if Starlink's STM and ASTM, whatever. And then you said there was another one that came out or is merging with somebody.
What the hell did you say to me the other day? T-Mobile merged with everybody. No, I know T-Mobile did, but something with Starlink. We thought something was going to merge, but it's actually branching off onto its own something or other.
Rocket Lab? Was it Rocket Lab? It might have been. I don't remember. But I'd even be concerned about Comcast because if you've ever used Xfinity Comcast, you know how trash that company is.
The Comcast is almost like a utility. In certain areas, there's no competitors. Yeah, there's no competitors.
And the government will keep them going in that area. Except Starlink at this point. So I would be a little hesitant on those from my perspective, but... No, I'm good with them.
But there probably are other communications companies that aren't dividend growers, right? Yeah. This is just dividend growers. I just did the growth.
And like I said, the only problem I see with Shutterstock is it only has four years of dividend growth. Well, like I said again... I wish that was like 10 or 12, but for a potential 50% capital appreciation and a 7% yield, I'm okay with that. It's the only semi-not-conservative stock in this entire list.
I don't agree with any of those on my... But my opinion doesn't matter. Your opinion doesn't matter. Shut up.
Shut, shut. The next one's Consumer Cyclical, which is like consumer discretionary. Like fall seasons? Remember we were talking there's consumer discretionary and consumer essential.
This is consumer discretionary. People buy stuff from these companies that they don't really need. Okay.
The first is Polaris. It's PII. It currently is at $38.30. It has a 30-year dividend growth streak going on, a current yield of 6.83%. It has 100% projected growth.
Jesus. Which is sick. But the problem is the target price for this one is $36.75, which is actually lower than its current price.
It has a payout ratio of 368%. How the hell do you have that level of projected growth in that level? Well, that's what I'm saying. This is one to actually put on your watch list because that target price could very well raise at any point and that payout ratio at the next earnings report could probably fall to like 40 or 50%.
I would put Polaris on your watch list just to watch because that's a really good yield with all that growth they're projecting. I know we've talked about PII before. I know we have.
And if you can get it for like $35, that's a steal. Steal, yeah. The second one is Best Buy, BBY.
It's currently at $70.76. It has 20 years of dividend growth, the 20-year dividend growth streak, current yield of 5.37%. That's pretty good for one of the big ones. 9% projected growth. It has a target price of $86 and it has a payout ratio of 89.
Between the two of those, I was only able to find two really decent dividend growers in the consumer cyclical. Best Buy is the better of the two at this moment in time only because the target price for Polaris is below its current price, so you're actually buying it to lose money and that's kind of... Yeah, but if things do change, I actually think I'd put Polaris in the run and then the front run on that. The next one, we have five.
It's the consumer defensive. That is like the consumer essential like people... Toilet paper? Toilet paper, coke, cigarettes, shit like that. Oh! There's a lot of good ones in this one.
A lot that we have, too. If you don't feel comfortable investing in the consumer, the one that we just mentioned, well, Polaris and Best Buy, you can grab two of these because these are all... It was very difficult to find, to pick one. Anyway, ADM, which we have in the retirement portfolio.
It's currently $47.96. It has a 53-year dividend growth streak going on. Has a 4.25% yield. It has 18% projected growth for the next 12 months.
Has a target price of 50, so you're not getting a lot of capital appreciation, but you're literally just getting this at a good price because the yield is generally under 4%. And the payout ratio is 71, so this is one you just buy and hold. It's literally one that you just put in your retirement account and just set it and forget it.
I like that one. The second one is Pepsi, Pepsi Cola. Shocker.
It's a $130.12. We have this one, too, don't we? We got this one in her mom's retirement account, as well. It has 52 years of dividend growth streak going on. A 4.37% yield, so a comparable yield to ADM.
It only has 6% projected growth, though. Has a target price of 151 and has a payout ratio of 80, so it's pretty good. It's just not as good as ADM, but it is what it is.
The third one is MO, which we actually have in our van life portfolio. It's the one they... MO. They make num-nums.
It's at 59.30. It has 55 years of dividend growth. It has a 6.88% yield, and that's a really high yield. I was going to say.
It's a really high yield for a defensive stock. It only has 3% projected growth for the next 12 months. It has a target price of 58, so again, it's one that if the target price was, say, 65, this would be the one that I would pick in the consumer defensive, but because the target price is actually below where it's currently at, eh.
The payout ratio is 68, so this is one that, again, I would put on my watch list and just wait for the information to come in where the growth actually went up and the target price was reflecting that, and then I would buy into it. We got this at, I want to say, $38. It got shit on a couple of years ago.
We picked it up, and we are up so much in MO. We are up a lot. Do you have the drip on right now? Oh, yeah.
This is a set-up. Forget it, because it's going to be around forever. It keeps growing its dividend.
Damn, that yield you must have is insane. It's almost 10%. Damn! See, that's the magic of the dividend growers.
The fourth one is UVB. It's another tobacco company. They make cool, you remember the cool cigarettes? Cool.
It's currently at 58.60. It has 54 years of dividend growth with a 5.6% yield. It only has 2% projected growth, so it's actually kind of ass compared to MO. MO is the... Its target price is 59, so it's literally trading at its target price right now, and it has a payout ratio of 158%.
I don't really want to get into something that has, unless it's a REIT that has a payout ratio of more than 100. If it's a regular stock above 100, it's really bad. And that's the problem that I have with the next one, which we actually hold BTI in her mom's retirement account.
I was going to say, I knew we had a bunch of these. It has 10 years of dividend growth. They cut their dividend 11 years ago down a couple cents, has a 6.84% yield, 6% projected growth.
So they're actually projecting this one to grow the most of pretty much all the tobacco. Is this another top? Yeah. Three tobacco companies.
Interesting. They're projecting this one to grow the most out of all the tobacco companies. This is Marlboro.
BTI, I think, is Marlboro. Has a target price of 47, so you get a little bit of capital appreciation, but it has a payout ratio of 173%. So just looking at the numbers, MO is far superior to the other two tobacco companies, and if M.O. had a higher target price, I would totally say, hey, get into that one. Again, that can change the next time they report earnings. So in this one, ADM is the one that I think is the best consumer defensive play right now, and it's, again, just set it and forget it.
This is like just printing money, basically. I mean, granted, it's only 4%. The reason I like M.O. much better is because you're getting almost 7%, but ... Do you actually believe that target price is only 58% for M.O.? Really? Well, yeah, it might be 62% or 63%, but I'm just going with it to simplify this.
I just did what the experts said. The experts said. I'm getting lazy in default.
The next sector is the energy sector, and this is the one that they're projecting to get shit on for the rest of 2025. Because of that oil print barrel thing? But if you remember, in 2026, energy is expected to grow the most. So this is one that I would get into my energy stocks just based on that information that they expect it to be shit on the rest of this year, and then go up by 22% in 2026.
Which means if you get into it early and you just reinvest dividends, you'll have a crap ton of shares for the spike off in 2026. So I've got five in the energy sector. We have EPD, which we hold in the retirement account, her mom's retirement account.
It's currently $31.39. It has 27 years of dividend growth, has a yield of 6.82. It has a projected growth of 7%, a target price of 37, and a payout ratio of 79%. So all those numbers are pretty sick. It's really good stock.
As soon as I saw it was on sale a couple years ago, we got into it. It's really good. The next one is Enbridge ENB.
It's currently $45.17. It has 30 years of dividend growth, a 5.98% yield. It has 8% projected growth, so a little bit more projected growth than EPD. It has a target price of 45, which is below where it's at currently, and it has a payout ratio of 135%.
So another one that I would put on my watch list and wait for those last two numbers to actually become better. I wouldn't get into it, but that's me. Next one is C&Q.
It's a Canadian oil company. So the yield, when you get into Canadian companies, it's weird because sometimes they'll give you your dividends in American dollars, and sometimes they'll give them to you in Canadian dollars, and they'll do a conversion before you get it. Are you serious? So this one is one that actually pays you in Canadian, so it sucks because they do a conversion and it's like... You lose money during the conversion.
You do. But it's currently at $30.82. It has 25 years of dividend growth, a 5.5% yield, 4% projected growth for the next 12 months, a target price of 35, and a payout ratio of 61. So all the numbers in this one are really good, but again, I don't like the Canadian... Dollar problem.
Dollar currencies. Nobody likes that freaking transaction tax. The fourth one is Kinder Morgan KMI.
It's currently at $27.34. It has eight years of dividend growth. It has a 4.28% yield, 7% projected growth, a target price of 30, and a payout ratio of 100%. That payout ratio is a little bit high for me, so again, I would put this on my watch list and wait for the payout ratio to better reflect a better entry point.
That's me. And then the fifth one is Chevron CVX. It's $135.29, so it's pretty pricey, but it has 38 years of dividend growth and a 5% yield.
I know this one grows their dividend between 2% and 3% a year, so if you get a 5.6% yield, that's pretty good because you're going to be getting within 10 years... 21% projected growth. Within 10 years, you're going to get a 20% dividend increase, so it's pretty nice. It does have 21% projected growth the next 12 months, a target price of 162, and a payout ratio of 77.
This one would be the one that I'd recommend, but you can get one that's a lot cheaper with a lot of the same numbers, which is EPD. EPD is just awesome. It's phenomenal.
You have CVX, too, don't you? We had it. Did you get rid of it? I got rid of it. We were in Exxon Mobil, and I got rid of it.
Once they got... I think I'm confusing that with a different stock. Once they elevated their price a little bit, I was like, I'm out of those. I don't like to hold companies that are over $100 because you can only ever really get like 10, 12, 15 shares.
It's very difficult to accumulate enough shares where the actual dividend's meaningful. I could say you had $1,000 that you put into Chevron, and you get eight shares, and you're getting a 5% yield on eight shares, so that's cool, but your dividend's only like $1 something. You're getting $8 a quarter.
You're not getting shit and drip. Your best bet would be to get more shares of a smaller share price, which EPD is like what is that? That's like one-fourth the price, one-fifth the price. Because the compound factor actually like snowballs faster.
$1,000 in EPD actually is better than $1,000 in Chevron. Yeah, from the compound factor. Now I understand what you mean when you say that.
So that's energy you want at EPD. If you don't have that, you should have it. Now.
When we redo like the Evergreen portfolio, I'm pretty sure EPD will be on it. Financial, if you remember financial, they're projecting financial to have a rough time in 2026, so like it would be a good time to start looking at these, putting them on your radar, and then when they drop in price in 2026. Was that because of the interest rate thing? Yeah.
Higher interest rates in 2025. They're expecting, they want two to four cuts, but if they get one cut, it would be amazing. This year? Yeah, there's no way.
So the cuts will probably start happening in 2026 at some point. So these should all be depressed for the rest of the year, or trading sideways, which is cool. You always like when you have a dividend grower that trades sideways, like the rationale should explain itself.
If it stays at 45 for the whole year, it doesn't go up or down, and you're just collecting the 4%, 5%, 6% yield, you're getting that four times, you're getting a lot of shares. And you're reinvesting the whole way through, so you're like stockpiling your quantity of shares, and then when they finally kick off, your price goes up significantly because you have a lot more shares. That's why we said previously on other episodes of the podcast, I love sideways markets.
A lot of people don't like them because their capital doesn't appreciate it, but you collect. It's the prime time for dividend hunters. It's like Hungry Hungry Hippo.
You remember that? You're just collecting. That game was so crazy. You're like... You're just collecting marbles.
Those fat-ass rainbow bright hippos. The problem was, if you had a slanted floor, it all went down to the one hippo. We used to play that in Crossfire, and I'd totally cheat by having it on a slimy climb.
Gary couldn't get it. It was so good. Our house was slanted, and my sister always had the slant, so she always wanted Hungry Hungry Hippos.
I've got four stocks in the financial sector. There's Ben Franklin, BN, currently 2161. It has 45 years of dividend growth, 5.92% yield, which is ridiculously high for this one, 11% projected growth, a target price of 20, so the target price is below the current price, and a payout ratio of 190.
Those two factors right there make this one to put on your watch list and just wait for those numbers to improve again, sadly. T. Rowe. If you're not familiar with T. Rowe Price, they own banks, and they have investments and all that fun stuff.
They're a really good company. They sound like a Tyrannosaurus Rex. It's currently 9496, so it's really high.
It's one of those high ones where you have to have a lot of money to actually justify investing in a high one. I'm not saying that just because I'm snooty, but I'm just saying because logically, you have to have $25,000 to actually make a realistic payout for these high-priced stocks. Do you have that, by all means? Because T. Rowe does have 39 years of dividend growth.
It has a 5.37% yield, 2% projected growth, a target price of 94, which is, again, below where it's at currently, but it has a payout ratio of 58, so that means they're going to be raising that dividend with no problem, and you'll just be collecting shares. But again, if you can only get eight or nine shares, you're not making shit. I can tell you that right now.
We have UPS. We've collected two dividends in UPS, and UPS, I think we've made maybe half a share in half a year, so we'll be lucky to get one share for the entire year holding that, so we'll go from 14 to 15 shares. You're not making enough.
So if you have a 30-year time horizon, if you have it broken up where you have your payouts with your yield max paying for all your everyday living, and you have your good stocks where you're just compounding those and letting them grow, cool, but a lot of people need to accumulate more shares than one every four or five quarters. The third one is Ozark. It's one that we hold.
I forget. It's the preferred share, right? No, we actually hold Ozark. Do we hold it in ... I think it's in your mom's retirement.
One of the accounts has Ozark. It's a regional bank for the Ozark Mountains in Arkansas. They're fucking awesome.
If you've never heard of OZK, look into it. We've talked about it. Currently it's 44.73. They have 44 years of dividend growth.
They only have a 3.85% yield, but whatever. 8% projected growth at target price of 51, and they have a payout ratio of 26, which is insanity for a dividend-growing stock to only have a payout ratio of 26. Well, actually, if we haven't talked about it on the podcast, it's definitely been in the weekly emails a couple times with the weekly dividend.
They have a preferred share of Ozark where you actually make 5% yield, and because Ozark is such a well-round company, the preferred in Ozark where you get an extra 1.2, 1.3, 1.5% yield is a no-brainer. And speaking of preferred shares, we just had a doozy of a reason why preferred shares rock house. You know how we always talk about the QVC channel, Queer Tip? Queer Tip, yeah.
It used to be QRTEP. Now it's QVCGP. They changed it for whatever reason.
I'm still calling it Queer Tip. They did a reverse stock split where for every 50 shares you get one share, they're doing a reverse stock split. 50 to 1. So that QVC can actually reach NASDAQ compliance.
You have to be above $1 on the exchange. I didn't know they were that freaking low. Tim had so much, their dividend payout was like 20%.
Now it's like 50-some percent for their preferred. And the reason that I like preferred for companies that I'm not really sure about is because you are paid your dividend before the stockholders are. When you're locked into the dividend rate, too, right? You are, so long as they stay afloat.
Like QVC, who the hell knows? Yeah, I know. So like we kind of saved our ass by being in the preferred of that one. We'll talk more about that in a different episode, I think, because I think that'll be a use case because damn, that thing fell off a cliff.
It went from like- Oh my God. I think it was like $38. It's down to like $15 now, the actual preferred.
So we lost a lot of like capital appreciation. Shareholders are pissed. It is what it is.
The fourth financial one is Lincoln Financial, LNC. It's an insurance company. $32.67 is its current price.
It has 11 years of dividend growth, so it's kind of not as good as the other three when it comes to that. It has a 5.51% yield, 6% projected growth, a target price of $38, and a payout ratio of 26. So again, a really, really, really good payout ratio percent with a decent target price.
You're actually projected to make more in capital appreciation in Lincoln, LNC, than you are in OZK. But OZK to me is like the best of these four by a long. I think OZK might be the best financial stock.
Just my personal opinion, I just like, whoever runs it, they know their shit. The yield is a lot smaller. You're making 3.85% as opposed to 5.51%. But sometimes, like I've said before, the yield's not everything, and sometimes I would rather have a really well-ran company that gives you a meaningful dividend increase every year, and you never have to worry about like, we'll hold this one until her mom dies.
And we'll be like, do we want to sell this one and liquidate it and get cash, or do we want to keep holding it? Because that's how good it is. Probably just transfer it over to us. Okay.
The next sector is healthcare, and this is the one where they are actually projected to be really good the next 12 to 24 months. You actually have to like, then you have to pick and choose like, what's the most undervalued one in this one with the highest potential? And to me, it's one that I've mentioned before, BMY. We'll get to that in a minute.
The first one is S-N-Y, it's Sanofi, S-A-N-O-F-I-A, or something like that. I think you just talked about this one in an email, too. Yeah.
It's good, but like, it's not great. It's 52.51%. It has three years of dividend growth. They did cut their dividend back in COVID, and they haven't like, so they've ruined that streak.
It has a 4.21% yield. It has 10% projected growth, which is really high for this sector, you'll see. Target price is 66, which just means you're getting a lot of capital appreciation.
You have a payout ratio of 75, so that's a really good payout ratio for this sector. Again, this is one of those like, technology where there's a, it's a higher payout ratio with like, a more debt and everything, so like, it's 75% payout ratio is actually really good in the healthcare area. The second one is Bristol-Meyer, B-M-Y, and this one, we hold in the retirement account.
I love this one. This is one of my ones that I think is going to do like, I had five stocks I think are going to be awesome to hold for like, a decade, and one of them is Bristol-Meyer, and it's not going to look that great, but I'll explain it. It's a one-off thing going on here.
It's currently at 4,703, it has 16 years of dividend growth, it has a 5.27% yield. It's projected to grow negative 12% over the next 12 months. Its target price is 57, so you're getting a lot of capital appreciation, and its payout ratio is a respectable 91%.
The reason it has negative 12% projected growth is because they had, the last two years they had over 400% growth, and they can't obviously keep that going. Last year it was 440% growth, so negative 12% off of the 440% growth is still a really good number. It looks bad in this.
This is like, when I'm saying you have to do other research to find stuff, like if you just saw- But you like this one so much that you just happen to know that back story? Well, I did it when I was researching it, because when you look at the growth projections in Yahoo Finance, it shows you the last three or four quarters or years, depending on how you break it down. Again, one of the, I really like Bristol-Meyer, I love it. I think 57, their target price, 57 is low, it should be 67, 77.
But the third one, the healthcare is Pfizer, PFE, it's currently at 2,304, it has 16 years of dividend growth. It has a high, high, high yield of 7.47, 3% projected growth, a target price of 30, which means a really good amount of capital appreciation, it has a payout ratio of 122, Pfizer's late to the party. They're trying to correct that, but they're late to the party, they're the only healthcare, the big healthcare companies, pharmaceutical companies I can find that doesn't have a lot of AI going on.
Yeah, we said that was a big red flag, and I can tell you right now from my personal experience, I started building GPTs out, and the one that I programmed is freaking phenomenal for health diagnosis stuff, so they're completely missing the boat with not utilizing the AI component, insane. The next sector is industrial, this is one that's going to get shit on the next couple years again, because of tariffs, tariffs are going to wreck this one, so it is what it is. SWK, which is Stanley something other.
Doesn't matter? No, it's currently 66, 34, it has 57 years of dividend growth, a 4.94% yield, it has 36% projected growth in the next 12 months, a target price of 86, but it has a payout ratio of 138, so again, I probably would buy this one, but the payout ratio being that high means that I have some reservation, because if the payout ratio's that high, that means they have to take on debt to pay their dividend, to grow their dividend, so I would need to see better financials, but everything else is really good. 36%, I think. But if they've had 57 years of dividend growth, they probably will actually take on debt to pay out, or to continually be growing.
So I see 36% projected growth, and I think that the payout ratio will probably be in the 70s, like once the financials for the rest of the year are included. So the second one's MATW, it's currently at $20.80, it has 32 years of dividend growth, with a 4.81% yield, it has negative 31% projected growth, and this one's just bad. Like I was like, like BNY said, like that one grew 440%, well this one actually had negative growth in 2024, so this one has two years now.
Why the hell is it on the list? Because it's, it's like one of the better industrial ones, like there's not a lot in the industrial sector. Is it in the same boat as the other one, potentially, it grew a lot more in previous years? I didn't see that, I didn't see, like what I saw, like it had two years down growth, and it was up a little bit, it wasn't up like 400%. Target price at $38, so you get a lot of capital appreciation, you're getting like almost 50% of capital appreciation, but the payout ratio at $113 is troublesome, and if you combine that with the projected negative growth, I don't, I think they might actually have to cut their dividend, I'm not sure.
So I would stay away from that one, but I would put it on my watch list for sure, because 32 years is still 32 years, if you're looking for something in the industrial sector. Next one's Trinity, but it's not Trinity Capital, it's just Trinity, it's a, I guess they make plastic. TRN.
They make plastic or something, it's TRN, at $25.63, they have 16 years of dividend growth at 4.68% yield, 19% projected growth, a target price of $28, and a payout ratio of $54, so those are all outstanding numbers, and if you don't like the price of the one that I like, UPS, that would be the one I would put money into, so I'll explain that here in a second, because we were just discussing it. UPS is the one that I like in the industrial area, I don't know why it's considered industrial, but it's considered industrial, so whatever. It's currently $96.97, that's ridiculously low, like if you know anything about UPS, it's like $160, $170, so like this one, you're getting like 50% capital appreciation for holding on to it for however many years.
It has 22 years of dividend growth, a 6.76% yield, 14% projected growth, a target price of $116 in the next 12 months, and a payout ratio of $95, like again, this one is my favorite by far in the industrial, but if you can't put a lot of money into it, I would put it into Trinity, because you're getting a company with almost a 5% yield that has really good numbers. Much, and it's a quarter of the price, that's big, because he was just talking about how we can only buy with the dividend reinvesting, like what did you say, one share every year? Like probably one, maybe one and a half shares per year, so like we have, I want to say $4,000 on it, so we're not getting a lot. Not a lot at all.
Now the real estate's the next sector, there's three here, again, the first one, like the one I think's the best is super high, so then you're going to have to determine like where you're good with having the high price, if not, then I would pivot to the second one, so I'll tell you that here in a second. First one's FRT, if you've never heard of FRT, which I never have heard of FRT, until I started doing like deep dives into like the top 10 dividends for the upcoming week. Never heard it, and it's a king, Jesus.
FRT has 57 years of growth, it has a 4.7% yield, 9% projected growth, a target price of 113, which is again like 15% potential capital appreciation in the next 12 months, has a payout ratio of 126, again, REITs, the payout ratio is going to be higher. Yeah, so that's actually not bad at all. So that's just how it is.
So if that one's too much for you though, because that is the best of the real estate ones, if that one's too much for you, I would grab the second one, which is NNN, they do our apartments and whatnot, it has, it's currently 4101, so you get two, two and a quarter shares per one of the FRT, 35 years of dividend growth. I can't take FRT seriously. 5.66% yield, so you're getting like a full percentage point higher yield on NNN than FRT, but it only has 3% projected growth, so you're only getting like a third of the growth, target price of 44, so you're only getting like half the capital appreciation and the payout ratio is like lower, it's at 107.
So that one actually has better yield and better payout ratio and a better price. So if the FRT at $94 is too much for you, then I would dump the money into NNN and just start with that one. The third one's really good, it's a medical one, healthcare one, but it's a healthcare REIT, if you're okay with the payout ratio, that's on you, because it actually has like the best yield.
It's a UHT, it has, it's currently 3791, it has 40 years of dividend growth, but it has almost, it's a 7.76% yield, almost 8% yield, 8% projected growth, a target price of 42, so you're actually getting more capital appreciation in UHT than you would in NNN. You're getting a lot more yield, you're getting a lot more growth, but the problem with this one is the payout ratio is 217. Again, I... Is that that high though, for real estate REIT? It is, like compared, it's like twice as much as that one.
Yeah, I see that. So like, I would put this one, I would, I put UHT on my watch list and watch the payout ratio, watch when you do the earning stuff, look at the free cash, the funds from operation, the cash flow from operation, the shit like that and make sure like they can afford the dividend because remember in REITs the payout ratio is not as important as it is in the other 10 sectors because the payout ratio is based on the earnings per share and earnings per share are not calculated, they're calculated completely different in REITs than they are in any of the other sectors, so these numbers are wrong. And if you need a refresher or need to learn how to do that, we did do an episode a few back that's based on like how to evaluate REITs. But I was just trying to simplify this so like we can do a deep dive in the REIT sector if you guys want me to, but you literally just go into the earnings report, you look for the FFO, the AFFO and the cash from operations and then you determine if they can afford their dividend which they should be able to because once you determine their AFFO, you just divide that by their total number of shares and if that number is higher than their dividend, they can afford their dividend.
Yeah, or go watch that episode. Yeah. The next sector is technology.
This is one that's supposed to just like blow up. It's supposed to be like 14 to 20% in the next two years. Shocker.
So finding a couple here is kind of difficult but like there's two. What the hell is that first one? HPQ. It's Hewlett Packard something or other.
Ah. It's at 28.50. It has 15 years of dividend growth, a 4% yield. So the technology stocks, they yield like crap.
They're like utilities. If you get anything above 4%, that's a win. Has 5% projected growth, a target price of 33 and a payout ratio of 40%.
That one's really good. I have SWKS in both accounts. Skyworks.
It's currently at 70.36. It has 12 years of dividend growth. It has a 3.98% yield, negative 17% projected growth but again, that is because Apple is cutting out 25% of their chip purchasing. So the 25% actually would make that.
That's why they have 17% projected growth. So if you just take 25 times minus 17, you have like 8%. So I'm expecting 8% going forward after they take out that Apple revenue for those 25%.
So that 17% is misleading. A target price of 79. If you know this one, this one was trading in the 110 to 120 to 130 range.
So you take 25% off that. So that should be in the 85 to $95 range just with the 25% revenue loss taken out of that. So the 79 is a little bit low.
Oh, wow. I didn't realize Skyworks – I don't know how I didn't think this through. It was a dividend payer but damn because that was one of the ones we had back in the day when we weren't doing dividend stocks.
It has a payout ratio of 108%. Again, that payout ratio is going to be inflated because the earnings growth is being affected by the Apple thing. So this one, I would just put on my watch list, wait for everything with the Apple taking their 25% out to just disseminate throughout all the other numbers and within like probably two quarters, you'll be able to pick this one up and you'll be getting a lot of capital appreciation.
It will probably go down in price. It will probably be 4.5% to 5% yield with good growth, with an awesome target price and with a good payout ratio. So this one is a – if you have it, hold it.
If you don't have it, put it in your watch list and wait like a quarter or two until the Apple numbers come in and then buy it. The last sector is utilities, my favorite sector. Yeah, buddy.
Utilities are awesome. I don't know why – They're not sexy but they are so lucrative. Nobody talks about them.
They're so lucrative. It's not even funny. I have six in the utility sector.
The fact that you've had like 30% like price appreciation on top of like insane yields with these is just – yeah. Utilities are such a sleeper section. The first one we hold in the retirement account for her.
Mom, it's BKH, currently at 5,756, has 55 years of dividend growth, a current 4.7% yield, 5% projected growth, a target price of 66 and a payout ratio of 67%. All those numbers are outstanding. It's awesome.
It's the best one. That's why we have a lot of it. The second one is ES, which I have in her mom's account again.
ES is currently at 6,306 and has 27 years of dividend growth. Depending on the numbers, I think ES might actually go on to my next time I do like a stock for 10 years, but we'll see. 27 years of dividend growth, 4.77% yield, 5% projected growth, a target price of 70, which is super low.
Like this one should be like $90, so I don't know why that's so low. A payout ratio of 125, so that's the reason that ES is not the one I'd pick because utilities should be between 60 and 70%. Yeah, 125 is high for this sector.
Yeah, 125 is super high. The third one is Portland Electric. It's PLR.
It's $41.74. It has 18 years of dividend growth. It has a 5.03% yield, 5% projected growth, a target price of 48, and a payout ratio of 70. Again, outstanding numbers across the board.
That would be number two on the lowest BKH in Portland. The fourth one is UGI. If you live in the Northeast, you're familiar with these A-holes.
It's $35.59. They have 36 years of dividend growth. They're a gas company. If you call them a problem, they're horrible.
It's like calling Comcast. Comcast is pretty bad. Anyway, their current yield is 4.21%. They are only projected to grow by 1% the next 12 months, a target price of 38, which means menial capital appreciation, and a payout ratio of 60, so UGI might actually be the worst of all these.
It's either between that or ES. The fifth one is AES. This one, lots of potential.
Do we have this? No. I thought it was a student loan company because when I had student loans, it was AES. You still do.
AES is actually a renewable energy company. It's currently at 963. It has 12 years of dividend growth.
The reason I didn't pick this one is because it's renewable energy, and who the hell knows what's going to go on with that. A 7.31% yield, and the utility is just ridiculous, 4% projected growth. It has a target price of 14, which is really like you're getting a lot of capital appreciation, a payout ratio of 38.
These numbers are all really good. There's just too much uncertainty in the renewable energy area because the current administration is saying, hey, they're just doing away with green energy. Because of that uncertainty, I wouldn't feel comfortable, and BKH is just better.
It's just better all around. It's stability. When you get a utility, you just want stability.
The sixth one is NWN. It has the most years of dividend growth. This one's sick if you like consistency.
It's currently $40.45. It has 69 years of dividend growth, a 4.85% yield, 5% projected growth, a target price of 48, and a payout ratio of 74. That one could easily be the number one one. Those numbers are all just as good as BKH with a little bit higher yield, but I just like BKH.
I like it a lot. You literally can't do wrong with any of these, to be honest, any of these six. I almost want to do a portfolio sometime that literally is just all utility stocks just to see.
Is that safe? Yeah, because they're all government regulated. It's a monopoly. If this one's a monopoly in South Dakota, that one's a monopoly, I forget where.
That one's a monopoly in the Northwest. That one's a monopoly in the Northeast. That one's a monopoly in the renewables, and that one's a monopoly in Montana.
They have their own individual areas, and because they're government regulated, there's no competition. Interesting. What I found out is if you invested equally across all 11 sectors, you would have ridiculous dividend growth streak history stocks.
The only one that I recommended that didn't have a lengthy history was Shutterstock, SSTK. I was going to say, I've never seen that many dividend kings come out of freaking left field like that, and there aren't that many of them, so that's wild. You'd also have a really conservative portfolio that yields over 5%, 5.09% on a bunch of dividend kings.
Which is insane. Because normally they're like 3% is the average for most of the dividend growers. Just to show you, I went through and I took the ones that I recommended.
The 11 I recommended came out to be 5.09 cents. If you took the highest yielding in each sector, it would only be 6.5%. So the fact that you're getting 5% to 6.5% with really good companies, with a really good history of dividend growth, with really good growth estimates, with really good target price estimates, with really good payout ratios, is insanity. The reason I keep saying the highest yield isn't the best idea sometimes, because some of the higher yielder ones are not as good as the ones I recommended.
Riot! Oh, she's yelling at the cat. Hold on. You'd also have 11 investments that can afford to grow the dividend, because that's why I did the payout ratio at the end there, just to show you the lower the payout ratio, the more secure the dividend, and the more secure the dividend growth is.
Only one that is kind of suspect of the ones I recommended was FRT, but I even think FRT, because it has so many years, it would be okay. And looking back at the earnings report email we just did, and the podcast we just did, we know that energy, industrial, materials, consumer defensive and consumer discretionary, financial and utilities were all projected at one point or another to have problems in the next 12 to 18 months, with either EPS growth or revenue growth. So I would literally go through those, what is that, 1, 2, 3, 4, 5, 6, 7, those 7 sectors, that's where I would start looking for stocks, in those 7 sectors, but okay, these are going to be depressed, these are going to be run down in the next 12 to 18 months, so what are the best opportunities? And it sounds counterintuitive, but this is literally how you turn over your freaking cash fund into some magic, and nobody else is doing it, contrarian for the win.
And then we also know that communications, the IT technology and the healthcare are all projected to do really, really well in the next 12 to 18 months, so if you invest in those sectors, you need to make sure that your valuation metrics and all the other stuff you look at, like debt and revenue and all that, is met before buying, but the ones that I recommend you can make a lot of money in, because those 3 sectors are projected to go up between 10 and 20% per year, the next 2 years. Well, that's why I said to start with those, yeah. But again, I gave you the blueprint, you have to do the further research to make sure it fits into your investor risk profile, and it makes sense to you.
And your allocation strategy and all that other stuff you got going on. The only thing that I would recommend is if you only have, say, $5,000, I would go through the 7 sectors and I would pick out the best ones in those sectors. I wouldn't go into real estate, because they're all pretty high, I would go into the utilities, I would pick out the $50 stock, because it's very difficult to express how annoying it is when you have a really good company at a really good price, but you're not making any extra shares and dividends, because you didn't have enough money to put into it, because of the share price.
So that's all I'm saying. So if you only have a limited amount of money, you're going to have to invest. You can still go conservative, because these are all pretty conservative, but you can go conservative and still pick out the ones that don't cost that much.
But there's an extra layer where you just have to learn to maximize what you got going on. So that's that. It's pretty sick.
I'm super stoked about this here. Yeah, if you can't tell, this is his excited face. We might actually make a course on the website, because just the whole, the way this came together was just an idea I had, and then you can just see how ... You can come up with any crazy idea and be like, okay, well I'm going to ... So expound on the idea.
Well, you can say, like this one here, I said, I'm going to look at the earnings report, and I'm going to find out what the sectors are that they're projecting to do worse. You're welcome. Okay? So that was the premise.
But let's say you have a premise of, I want to look at the technology sector, and I want to find the tech that's not being invested in as much as AI. You can do all that. If you have an idea, or a premise, or a thought, or a hypothesis, that starts your research, and then you can just click it all together.
It's really interesting how it all fits together like a puzzle, because ... I don't know if everybody thinks like we do. Because the way this all came together, it wasn't planned to go like this. Yeah.
But you do contrarian in combination with dividend growers, and then the macroeconomic climate right now, and it's like, boom, boom, boom, boom. So the thesis was, okay, let's look at the earnings report and see what the earnings report said for the first quarter. Once I looked into it, I said, well, I'm seeing a lot of repeat about these different sectors, so I should look in those sectors for contrarian investment ideas.
When I did that, I was like, well, fuck all the dividend aristocrats, the dividend kings, the dividend achievers are all perfectly priced for this. So it was like literally going to a candy store. I'm like, which do I want to pick? It's just interesting.
But if your mind doesn't think like that, then you have to keep listening. Then you have to keep listening. Oh, shut.
You have to keep listening and get in and subscribe to the email because- I do the same thing. My brain lights on fire and just like, go cray cray. Next week, I plan on doing- Did you say you're going to do another one of these? No.
I had something that I was planning to do over the next week because the week following that is when we start doing the portfolios with the dividends. Our dividend payout update, which is juicy. Pretty interesting.
I think I'm going to probably do- I've given a lot of thought because like recently, we sold MSFO in our Yield Max portfolio and we invested in two round hill weekly pairs. So I think I'm actually going to dive into the weekly pairs and like actually tell you the strategy I use with the weekly pairs. It actually seems to be working really well.
Like I'm doing better in the weekly ones than I am in the Yield Max one. You're going to revisit that already. Yeah, because it's super important.
Because if the people watching, they need money and if you need money, what's better than a weekly paycheck? Yeah, the compound factor. Because we were just discussing how like stick a crap ton of money in the Y Max because it's the weekly pair and it's paying around 50% and even if you don't like that loan thing, you get your initial investment back in- I can tell you Y Max- Three years or less. Of all the Yield Max ones, Y Max doesn't get the most press.
It doesn't get the most publicity, but it's the one that's doing the best. If you know how to invest in it. Yeah, because it's the index fund of all of them, which to me, you get all the benefits and none of the negatives because it doesn't have that NAV decline problem.
So I'll probably come up with a list, like all 11, I think there might be 14 weekly pairs now and we'll just go through the best ones. We have LFGY, we have YBTC, we have YMAX, we have AAPW, we have PLTW, we have five weekly pairs. And it sucks to keep track of it in your spreadsheet and monitor it week to week, but it's so worth it because you're literally getting a weekly paycheck.
Yeah, that's quite nice. That is better than, because I know we had MSFO, which was like a 28% yielding Yield Max and we actually took the money from that and we put it into the Apple Weekly and the Planeteer Weekly and we're making a lot more in those than we were making in the MSFO monthly pair. So that'll be interesting to revisit so soon.
I would like to see the numbers. Yeah, numbers. It's all about data.
All about the data. But that's that. I'm sorry that it was so boring, but it's a lot of good.
There's a lot of good information in this that I think, if nothing, it'll give you a really, really good watch list to start with. But it should give you stuff to invest in because there's a lot of really good companies that are perfectly valued. Perfectly primed.
To invest in. Yep. All right, guys.
See you next week. Enjoy your, hopefully you enjoyed your holiday weekend. Holiday.
It is now officially the summertime. Is it? Because it's still like 30. Sure as hell doesn't feel like it.
It's still 30 degrees outside. All right. See ya.