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Great to see you looking at European stocks like LVMH. Have you heard of the European stock from Sweden called Evolution AB (EVO). They are in the gambling sector, have a 5 year dividend CAGR of 70%! They are available in the US market via an ADR with ticker EVVTY. On IBKR you can buy them directly on the Stockholm Exchange. Could be worth discussing on the channel.
@@aaronderouen5873 it's not being woke that's a problem, it's value for dollar. Disney parks used to provide really well thought, immersive experiences with an eye to detail. Now they just announced new park attractions and they're all just randomly placed all over the parks... like a Cars ride in Frontierland? Huh? But agree with OP - this is Iger not understanding how to grow the brand organically and thinking he can just IP his way to growth.
I swear I had an argument with one of the dividend RUclipsrs about Disney... I said "it's a burning sinking ship trying to buy their way out of the water with debt" that was about 3 months ago. Now down (18.76% since then LOL). I won't touch Disney.
what Google had to say - The key difference between LVMHF and LVMUY is in their share representation: LVMHF represents 1 ordinary share of LVMH while LVMUY represents 1/5 of a LVMH share and trades in USD
I might be mistaken, but I think he was referencing it at the time in regards to Market sentimentality. The concept is that a 52-week low looks good for a buy to say you, but if there's any shares to buy that means someone also thought this price point was worthy for a sale instead.
really like your videos, you give reasons as to why something looks good for the future instead of "I feel like it will be good later". It's been about a year since I started investing and I am up %20 overall after the drop. Looking to add some new stock since the drop so keep up the work brotha.
Your videos are really helpful and showing the new way when you talk about growing dividend stocks. I have 2 questions. 1 - When selecting a stock what are the most important filters you set to evaluate a stock 2 - What are the minimum numbers you choose with those filters for example minimum dividend stock growth of X% in Y years?
its also down because people arent buying online like they were 3 years ago in covid so theres less way less profits and ofc the new contracts for their employees making far better wages
@@prestonhaze87 talked to my people in ups the lost lots of work during the strike and did not gain it back about 1/6 feeder drivers layoff in my area now the lower 1/6 feeder drive left there ask them to take time off to share the hour because lack of business since the $49 hour strike
Yet another video mentioning Disney and the "go woke go broke" smooth-brains are at it again. I am NOT a Disney bull, I do not own the stock, and I am concerned about the future of the company. So it's not even like a disagree with the conclusion of the anti-woke folks to not buy Disney. But I can point to thoughtful, detailed breakdowns of what is wrong with the company. Exhibit #1 is Poseiden Entertainment. The guy covers a lot of theme parks, not just Disney, but he can actually articulate examples. Like he was just breaking down the latest announcement and expressing his concern over things like putting a Cars ride in Frontierland. And he's talked about how the refit of the Disney Fantasy ship broke the whole nautical theme by making it generic "luxury". Then there's RUclipsrs like Captain Midnight discussing the casting of RDJ as Dr. Doom and this going back to the well of Nostalgia feeling desperate. I mean geez, I can point to some really dumb scenes of Kenobi that don't have anything to do with culture wars that are just dumb and strain credulity - the henchmen chasing Leia in the woods was very silly as was Kenobi sneaking her out of the base under a trenchcoat. Stuff like that is hurting the brand. A really easy example is The Little Mermaid remake. If didn't like it because she was black, then you're racist trash. But if you didn't like it because talking crabs and fish don't work as well when they're photo-realistic, I understand that and agree. For me a lot of it falls in the uncanny valley. Also it's really unimaginative to just tell the same stories over again. See the difference from "go woke go broke" and your culture war BS?
Hey there, Fantastic video as always. Just a suggestion. I like how you calculate the average price of a company after using all the different models and suggest whether it is in a good place to buy or not. Any reason why you do not do these for these types of videos where you see multiple stocks. I think it is important for many people after seeing the analysis of the stock.
Thanks! And I agree, using multiple valuation models gives a much ‘fuller’ picture. In videos where I review multiple stocks, I typically only use one so the video doesn’t start over 30 minutes long.
its not even political, if you want your investment to make money merit based is the only way. Woke is another way of saying we are going to lose money, and here is a big red flag for you.
What you call “woke” means they don't discriminate. They hire EVERYONE who has the talent to get the job. That is the recipe for long-term success. Any company that caves to the “anti-woke” ignorance is an immediate red flag to sell that stock NOW!!! Multiple job categories now require experience and skills that are in short supply. Cybersecurity is one example. Any company on the Internet needs cybersecurity staff or a good cybersecurity vendor. The issue with using a vendor is that when there is a cybersecurity event, ALL their customers are serviced at the same priority. If resolving cybersecurity issues must be done on time for your business, you must have good cybersecurity staff. Companies that intentionally build a culture welcoming and accepting to all good employees will be the ones to hire cybersecurity (and other high-demand) employees when they are in such high demand and low supply. It's just good leadership.
@@hfw3 Companies can't discriminate or they go broke. They hire the best person they can at that given time to fill the position. Companies now are hiring a “diverse” group aka quota, so by definition you are now not able to hire the best person and need to discriminate against candidates. Based on the rest of your example, we are in agreement. If you are not making a welcoming environment, then you will lose. Having a good manager is rare and the #1 thing companies should be focusing on. Imagine being hired knowing that they have quotes for these positions now and wondering if you made the team because of your skills/accomplishments or by "other" that is scary for the fabric of society.
Looking at your portfolio I noticed that you do not have energy/utilitys companies. Don't you like that industry? For example, CVX, AWR, NEE, PNW are great companies. Please, let me know, thank you so much in advance! Giulio
Disney & Starbucks are a NO for me. People don't like investing in tobacco. I don't invest in Woke 😂. Im getting defensive anyway. Brought some more XLP & AWR this week
Access Tickerdata and my Spreadsheets: tickerdata.com/
Get $25 off and a 7 day free trial to Seeking Alpha: www.seekingalpha.link/9D5QH2/2QZRGT/
Join my free newsletter! dividendology.substack.com/
Preferred Broker (Interactive Brokers): www.interactivebrokers.com/mkt/?src=dividendologyPY1&url=%2Fen%2Fwhyib%2Foverview.php
Great to see you looking at European stocks like LVMH. Have you heard of the European stock from Sweden called Evolution AB (EVO). They are in the gambling sector, have a 5 year dividend CAGR of 70%! They are available in the US market via an ADR with ticker EVVTY. On IBKR you can buy them directly on the Stockholm Exchange. Could be worth discussing on the channel.
They are all down for a reason. I'll give disney a look when Bob is gone, that will probably be sub $70.
When Bob is gone? They’ll just replace him with someone just as bad or worse. The woke mind virus runs deep within the company.
You can never get rid of any of the Disney executive heads, they're all Frozen waiting for reanimation LOL
DIS is still way too expensive.
@@aaronderouen5873 it's not being woke that's a problem, it's value for dollar. Disney parks used to provide really well thought, immersive experiences with an eye to detail. Now they just announced new park attractions and they're all just randomly placed all over the parks... like a Cars ride in Frontierland? Huh? But agree with OP - this is Iger not understanding how to grow the brand organically and thinking he can just IP his way to growth.
Can you take a look into Booking? Just started paying a dividend
I would also be interested in that
I will never buy Disney since they destroyed Star Wars.
16:39 ASML and NVO
This ticker is not available in IBKR Canada. I can only buy LVMH not LVMHF, can you clarify on where did you buy ticker LVMHF please?
I swear I had an argument with one of the dividend RUclipsrs about Disney... I said "it's a burning sinking ship trying to buy their way out of the water with debt" that was about 3 months ago. Now down (18.76% since then LOL). I won't touch Disney.
16:40 maybe do Siemens AG and Lotus Bakeries
I don't want to pay a monthly fee forever. Is it possible to just pay a one time fee and get the spreadsheets?
Tickerdata is a software that provides data. We have quite a few expenses to keep providing that data which is why it’s a subscription.
@@Dividendology Got it. Thanks for that info.
Curious as to why you chose to buy LVMHF over LVMUY which is traded on the NYSE.
curious as well!
what Google had to say - The key difference between LVMHF and LVMUY is in their share representation: LVMHF represents 1 ordinary share of LVMH while LVMUY represents 1/5 of a LVMH share and trades in USD
LVMH 📈
Can you clarify what you said about for every stock bought there is one sold. What about outstanding shares.
I might be mistaken, but I think he was referencing it at the time in regards to Market sentimentality. The concept is that a 52-week low looks good for a buy to say you, but if there's any shares to buy that means someone also thought this price point was worthy for a sale instead.
Can you JP Morgan stock please?
doing gods work
OXY is working on paying down debt and growing the company. The higher dividend and stock price will be back up there, eventually.
really like your videos, you give reasons as to why something looks good for the future instead of "I feel like it will be good later". It's been about a year since I started investing and I am up %20 overall after the drop. Looking to add some new stock since the drop so keep up the work brotha.
Have you made a video covering TROW? If not, what's your opinion on the stock?
You can buy lvmh with etrade as well
Your videos are really helpful and showing the new way when you talk about growing dividend stocks. I have 2 questions.
1 - When selecting a stock what are the most important filters you set to evaluate a stock
2 - What are the minimum numbers you choose with those filters for example minimum dividend stock growth of X% in Y years?
Those are good questions. I might actually make a video on that sometime.
@@Dividendology I will be waiting impatiently. 🙂
UPS profit margin went down to 6.5% from 9.4% a year ago. That's not good. Super risky to try to get into UPS right now.
Ups is down because $49 per hour strike
its also down because people arent buying online like they were 3 years ago in covid so theres less way less profits and ofc the new contracts for their employees making far better wages
@@prestonhaze87 talked to my people in ups the lost lots of work during the strike and did not gain it back about 1/6 feeder drivers layoff in my area now the lower 1/6 feeder drive left there ask them to take time off to share the hour because lack of business since the $49 hour strike
Beside LVMH, I would take a look also to Kering, which is the owner of Gucci, YSL, Bottega, Balenciaga and Alexander McQueen
john deere & company is low too
@8:12 The decade had not been a disaster. Only the last few years. How about viewing the 5yr chart?
Put the 10 year over SPYs 10 year and decide
Nke is the leading company in athletic apparel regardless lol
Lulu is a better play for me
Yet another video mentioning Disney and the "go woke go broke" smooth-brains are at it again. I am NOT a Disney bull, I do not own the stock, and I am concerned about the future of the company. So it's not even like a disagree with the conclusion of the anti-woke folks to not buy Disney. But I can point to thoughtful, detailed breakdowns of what is wrong with the company. Exhibit #1 is Poseiden Entertainment. The guy covers a lot of theme parks, not just Disney, but he can actually articulate examples. Like he was just breaking down the latest announcement and expressing his concern over things like putting a Cars ride in Frontierland. And he's talked about how the refit of the Disney Fantasy ship broke the whole nautical theme by making it generic "luxury". Then there's RUclipsrs like Captain Midnight discussing the casting of RDJ as Dr. Doom and this going back to the well of Nostalgia feeling desperate. I mean geez, I can point to some really dumb scenes of Kenobi that don't have anything to do with culture wars that are just dumb and strain credulity - the henchmen chasing Leia in the woods was very silly as was Kenobi sneaking her out of the base under a trenchcoat. Stuff like that is hurting the brand. A really easy example is The Little Mermaid remake. If didn't like it because she was black, then you're racist trash. But if you didn't like it because talking crabs and fish don't work as well when they're photo-realistic, I understand that and agree. For me a lot of it falls in the uncanny valley. Also it's really unimaginative to just tell the same stories over again. See the difference from "go woke go broke" and your culture war BS?
Hey there, Fantastic video as always. Just a suggestion. I like how you calculate the average price of a company after using all the different models and suggest whether it is in a good place to buy or not. Any reason why you do not do these for these types of videos where you see multiple stocks. I think it is important for many people after seeing the analysis of the stock.
Thanks! And I agree, using multiple valuation models gives a much ‘fuller’ picture. In videos where I review multiple stocks, I typically only use one so the video doesn’t start over 30 minutes long.
Am from Nigeria Can I use the app in Africa
Yes!
$ET is looking mighty fine to me.
LVMH all the way
All the company that go woke, is a big NO for me, Disney is a big NO
its not even political, if you want your investment to make money merit based is the only way. Woke is another way of saying we are going to lose money, and here is a big red flag for you.
What you call “woke” means they don't discriminate. They hire EVERYONE who has the talent to get the job. That is the recipe for long-term success. Any company that caves to the “anti-woke” ignorance is an immediate red flag to sell that stock NOW!!!
Multiple job categories now require experience and skills that are in short supply. Cybersecurity is one example. Any company on the Internet needs cybersecurity staff or a good cybersecurity vendor. The issue with using a vendor is that when there is a cybersecurity event, ALL their customers are serviced at the same priority. If resolving cybersecurity issues must be done on time for your business, you must have good cybersecurity staff.
Companies that intentionally build a culture welcoming and accepting to all good employees will be the ones to hire cybersecurity (and other high-demand) employees when they are in such high demand and low supply.
It's just good leadership.
@@hfw3 Companies can't discriminate or they go broke.
They hire the best person they can at that given time to fill the position. Companies now are hiring a “diverse” group aka quota, so by definition you are now not able to hire the best person and need to discriminate against candidates. Based on the rest of your example, we are in agreement. If you are not making a welcoming environment, then you will lose. Having a good manager is rare and the #1 thing companies should be focusing on. Imagine being hired knowing that they have quotes for these positions now and wondering if you made the team because of your skills/accomplishments or by "other" that is scary for the fabric of society.
Tell me your a racist without telling me you are
@@hfw3 they hate on whites and their movies suck...... it is political, its only political.
Looking at your portfolio I noticed that you do not have energy/utilitys companies. Don't you like that industry? For example, CVX, AWR, NEE, PNW are great companies. Please, let me know, thank you so much in advance!
Giulio
With no time stamps/markers and an endless flow of charts, its impossible to navigate your videos
Disney & Starbucks are a NO for me. People don't like investing in tobacco. I don't invest in Woke 😂. Im getting defensive anyway. Brought some more XLP & AWR this week
Or just buy SCHD and move on. These companies aren't a good deal right now.
bullish on LVMH! I dont see middle class people trying to look rich ever going away.
Yeah but Kering is still loosing quite a lot since their brand Gucci crashed. That can also happen
John Deere is moving to Mexico…..jobs lost in the USA… BIG NO on stock purchases
First
🎉
No Disney , will not purchase woke stock…..
tickers mentioned
UPS
DIS
NKE
Lvmh
OXY
Disney sucks shit. Not a good buy.