Grab your FREE stocks TODAY: 🔥 Sign up for a Moomoo account and receive up to 17 FREE stocks, including a full stock of either TSLA or GOOG. Open an account and deposit money today. j.moomoo.com/00su64 Which of these 3 Dividend Growth stocks do you like BEST?
Austria, awesome! I just left a comment on Kroger above, discussing their low margins and how I would rather own the landlords instead. BLK has been a bit of a bumpy ride, but still up 20% over the last 12mo. Valuation looks decent here and they have some nice dividend growth although the latest hike was weak.
Thanks for the video Mark. Do you have any opinions on Kroger? Grocery chains tend to have small profit margins and slow growth but somehow its dividend has been growing fast even with a low payout ratio. Not sure what to make of them
You nailed it, that business has seen intense competition over the years with Whole Foods, Amazon Fresh throwing their names in the hat as well alongside the traditional grocers. Low margins, as such, I would rather own the landlords instead. FRT and KIM have some nice shopping center portfolios.
What enticed you about HD over LOW? When I compare the two, I like LOW better. I noticed you focus your channel a lot on returns to shareholders. How do you feel about share buybacks?
I actually like BOTH. LOW has made GREAT strides under the leadership of Marvin Ellison these last few years, as he happens to be a prior HD senior leader. Both trading well below their historical averages. HD has impressed over the years and maintained a very strong Balance Sheet.
I was a Lowe’s employee for 28 years!😢 Lowes is always the red headed stepchild of HD! The stock prices always have around a $100 gap between them, and the dividend has always been half. It might change slightly day to day, but it’s pretty constant. They are connected at the hip! If one goes up, the other goes up, and vice versa. They’re lucky enough to be in a business everybody needs , and both are a pretty reliable investments. I just sold 3700+ shares of Lowes, and if HD gets back down to 287, as it was recently, it’ll be hard to pass up. It rarely dips below 295. Lowes rarely breaks 200, but it’s riding high now. Both have been stalled for a long time. It’s time for a run. If you’re after the dividend, HD is the better buy, even if the price looks higher. Which one is better? Depends on who you ask! Somebody from Georgia or somebody from North Carolina.😂
I think it would be better to look at P/B vs RoE for banks. At 10.5% TTM roE to 0.88x P/B that does seem relatively cheap (also important to consider it’s 5 year average). Also another thing with banks is that as interest rates go higher, cost of deposits will increase and provisions as well.
@@Yousefs_world 100% agreed but BAC has a low Price to Book when compared to itself over the past 5 years and is hard to get at this value barring any major recession- It fits my comfort level 👍
Mark great video. I own LOW in the Home Improvement Retail Space, it has a lower dividend yield, but is seeing more love from Wall Street Analysts, higher Quant Factor grades (per Seeking Alpha), lower payout ration and higher CAGR than HD. That being said, an investor could not go wrong holding either one in their portfolio. AVGO was number #2 in my portfolio until last week at which time I decided to sell a chunk to take advantage of the 92.6% profit. AVGO is now #14 in the portfolio. I'm sure I'll be able to find something to take the place of the 2.08% dividend yield that I'm losing out on by taking the profit. I don't own BAC, but do own JPM, C, USB and several other regional banks. The dividend scores of JPM and C are slightly higher the BAC with the exception of the dividend consistency score. JPM trails BAC in dividend yield, however BAC's yield is lower than that of C and USB. Great information, I might not be 100% with your selections, but it forces me to deep dive into my existing holdings and for that I'm appreciative. Have a fantastic week. EDITED: The one metric of interest was that BAC has outperformed all but JPM in the last ten years, but has under performed all but C if you extend that out to 1993.
@@MarkRoussinCPA Hi Mark! I don't own any of those 3. I have been aware of them but their dividend yields haven't been high enough for me notwithstanding the dividend growth potential.
Some great stocks. Home Depot ever touches the $270s that'd be a big temptation to jump in. I'm still werry of bank stocks as a whole, so unpredictable.
Banks are definitely more cyclical. In terms of HD, you could sell CSPs at the level you like and see if you get lucky. If not, you keep collecting some premium.
Honestly, I don't think AI will do much for Broadcom. They are jumping on the bandwagon but it's late in the game and the board is set. All of the big players have their own AI-networking solutions. Either made by themselves like Google or low latency InfiniBand. They would be competing against NVIDIA, so good luck. A company like Microsoft could in theory change to Broadcom's AI networking solutions, but that is a big ask. Broadcom is a great company, but the AI hype is not deserved and more likely they will continue to deliver basic semiconductors.
Grab your FREE stocks TODAY:
🔥 Sign up for a Moomoo account and receive up to 17 FREE stocks, including a full stock of either TSLA or GOOG. Open an account and deposit money today. j.moomoo.com/00su64
Which of these 3 Dividend Growth stocks do you like BEST?
What do you think of CVS vs WBA?
Great video! What about Kroger and Blackrock? Are they attractive now? Greetings from Austria
Austria, awesome! I just left a comment on Kroger above, discussing their low margins and how I would rather own the landlords instead. BLK has been a bit of a bumpy ride, but still up 20% over the last 12mo. Valuation looks decent here and they have some nice dividend growth although the latest hike was weak.
Thank you for the knowledge as always
Hi Mark, is it better to have a tax deferred IRA either traditional or Roth in retirement age for a dividend reinvestment account. Thanks.
Thanks for the video Mark. Do you have any opinions on Kroger? Grocery chains tend to have small profit margins and slow growth but somehow its dividend has been growing fast even with a low payout ratio. Not sure what to make of them
You nailed it, that business has seen intense competition over the years with Whole Foods, Amazon Fresh throwing their names in the hat as well alongside the traditional grocers. Low margins, as such, I would rather own the landlords instead. FRT and KIM have some nice shopping center portfolios.
@MarkRoussinCPA thankyou and yep I'm a fan of FRT.
What enticed you about HD over LOW? When I compare the two, I like LOW better. I noticed you focus your channel a lot on returns to shareholders. How do you feel about share buybacks?
I actually like BOTH. LOW has made GREAT strides under the leadership of Marvin Ellison these last few years, as he happens to be a prior HD senior leader. Both trading well below their historical averages. HD has impressed over the years and maintained a very strong Balance Sheet.
I was a Lowe’s employee for 28 years!😢 Lowes is always the red headed stepchild of HD! The stock prices always have around a $100 gap between them, and the dividend has always been half. It might change slightly day to day, but it’s pretty constant. They are connected at the hip! If one goes up, the other goes up, and vice versa. They’re lucky enough to be in a business everybody needs , and both are a pretty reliable investments. I just sold 3700+ shares of Lowes, and if HD gets back down to 287, as it was recently, it’ll be hard to pass up. It rarely dips below 295. Lowes rarely breaks 200, but it’s riding high now. Both have been stalled for a long time. It’s time for a run. If you’re after the dividend, HD is the better buy, even if the price looks higher. Which one is better? Depends on who you ask! Somebody from Georgia or somebody from North Carolina.😂
I’d like to add BAC. And HD.
Whats your analysis on FLO stock ??
I have HD and BAC - BAC screams value at these levels based on PE expansion or even returning to normal PE levels - Great Video buddy 👍
BAC trading at 8.5x seems dirt cheap to me, as that tells me it is likely that a recession is priced in. Puts a higher floor on the stock.
Why HD instead of LOW?
@@alancalvert953 I own both but have a larger position in Lowe’s as it was trading at a better valuation, in my opinion.
I think it would be better to look at P/B vs RoE for banks. At 10.5% TTM roE to 0.88x P/B that does seem relatively cheap (also important to consider it’s 5 year average). Also another thing with banks is that as interest rates go higher, cost of deposits will increase and provisions as well.
@@Yousefs_world 100% agreed but BAC has a low Price to Book when compared to itself over the past 5 years and is hard to get at this value barring any major recession- It fits my comfort level 👍
Been buying up BAC since it dropped below $30 and will continue to do so.
Mark great video. I own LOW in the Home Improvement Retail Space, it has a lower dividend yield, but is seeing more love from Wall Street Analysts, higher Quant Factor grades (per Seeking Alpha), lower payout ration and higher CAGR than HD. That being said, an investor could not go wrong holding either one in their portfolio. AVGO was number #2 in my portfolio until last week at which time I decided to sell a chunk to take advantage of the 92.6% profit. AVGO is now #14 in the portfolio. I'm sure I'll be able to find something to take the place of the 2.08% dividend yield that I'm losing out on by taking the profit. I don't own BAC, but do own JPM, C, USB and several other regional banks. The dividend scores of JPM and C are slightly higher the BAC with the exception of the dividend consistency score. JPM trails BAC in dividend yield, however BAC's yield is lower than that of C and USB. Great information, I might not be 100% with your selections, but it forces me to deep dive into my existing holdings and for that I'm appreciative. Have a fantastic week. EDITED: The one metric of interest was that BAC has outperformed all but JPM in the last ten years, but has under performed all but C if you extend that out to 1993.
Thank you for watching and for the comment, always great to get others opinions.
Currently own AVGO. Planning to add more of TSCO (Tractor Supply).
TSCO is looking quite intriguing I have to say
could you do a low budget video.
I actually have HD & LOW. JPM and BAC. And AVGO as well
Can you make a video of best three of five growth ETF to hold up for many years
Sounds good. I do have some recent videos discussing Dividend Growth ETFs. See here: ruclips.net/video/Yq6z6sz9OVU/видео.html
BAC & HD. QCOM, but not AVGO unfortunately. Maybe a better entry point down the line.
Love my AVGO shares! Bought my first shares back in 2013 and have added along the way, as recently as March 2023.
That is great, you are up by a good margin then, especially this year. Good stuff!
@@MarkRoussinCPA Bought my first shares for $57.73, average over the years is $266.05.
@@TheBeagle1956 That is phenomenal!
excellent content as always
Thanks, Mark, for another thought-provoking investment ideas video presentation. Good stuff!
You bet, thanks for watching! Do you own any of these 3?
@@MarkRoussinCPA Hi Mark!
I don't own any of those 3. I have been aware of them but their dividend yields haven't been high enough for me notwithstanding the dividend growth potential.
Some great stocks. Home Depot ever touches the $270s that'd be a big temptation to jump in. I'm still werry of bank stocks as a whole, so unpredictable.
Banks are definitely more cyclical. In terms of HD, you could sell CSPs at the level you like and see if you get lucky. If not, you keep collecting some premium.
@@crohmer 😂
I kinda don't get it, you have to have hundreds of thousands of dollars to just make 35,000/year in dividends
Hesitant to buy anything retail because of theft.
That is a BIG problem retailers are trying to deal with right now.
Amazing stocks, but I like to pick them when it's a least 5% yield
What are some of those, then? 😮
@CyberFr33k I will leave 3 tickers so you can have a look and see what you think, USB, CCI, ABBV(Not 5% yet, but I am watching it)
Honestly, I don't think AI will do much for Broadcom. They are jumping on the bandwagon but it's late in the game and the board is set. All of the big players have their own AI-networking solutions. Either made by themselves like Google or low latency InfiniBand. They would be competing against NVIDIA, so good luck.
A company like Microsoft could in theory change to Broadcom's AI networking solutions, but that is a big ask. Broadcom is a great company, but the AI hype is not deserved and more likely they will continue to deliver basic semiconductors.
Lol, i own all 3
Nice! Thanks for watching!
Bac