Amazing series Nathan! Really helpfull...I got your book and matched my strategy of investments perfectly, but finding the right stocks since I moved to the US is being a rollercoaster. I first was focused on Dividend ETFs but I have a feeling it was a mistake so I moved to direct stocks instead, any comments on the benefits of ETF on a dividend strategy? Also a good suggestion of reading is about a simple sir called Luiz Barsi. Last year he achieved the average DAILY dividend of USD300K (R$1milion in local currency) and cosistentanly grow his pay out, with a simple and consistent dividend strategy he was able to grow from poor to billionaire navigating throw an insane stocks environment such as a 3rd World Stock Market. I did his MBA and trying to apply his strategy in to US market got me to your book and videos! Great content please keep coming
The impact of external factors like inflation data and the Federal Reserve's choices on the cryptocurrency market, particularly Bitcoin, is intriguing. As the financial landscape rapidly changes, it's important to understand the growing importance of alternative assets like Bitcoin and adopt flexible, innovative techniques. In current market swings, Linda Wilburn’s successful trading tactics are admirable. Her 32 BTC in three weeks shows her market understanding, experience, and well-deserved reputation as a bitcoin trading visionary.
Appreciate the sentiment. I happen to be in the other boat where we look for assets that produce products and services and not rely on the next trader to pay more for a static asset. Regardless, Best Wishes!!
Nathan I really enjoyed this round ….perhaps it was the memories of our long ago conversation about 3M…it was a good company then but guilty of financial engineering…as are many companies…I’m forever grateful of you pointing this out and perhaps financial manipulation was a warning sign of their future
I like this. Shareholder yield should be one criterion for the next round, and perhaps price to free cash flow. For the record, I am long LOW, MCD, PG and a few of the losers in this round as well. TROW😢
Shouldn't share buybacks have been considered in this type of analysis? In case the company doesn't increase dividends as fast buy returns to shareholders anyways by buying back stocks?
Yes, share buybacks are important to include as well. I’ve considered them in another part of the series. This is just for fun so I’m using different types of investment criteria. In a ‘real’ analysis you would definitely factor all in.
Good coaches always look ahead to the next game. Suggestion: Base your decisions on projected stock valuations for the rest of 2023 with dividends reinvested given the current market conditions.
What if you reviewed the number of patents a company has filed? Intellectual property? This could describe MOAT and might be a “skills” challenge. Trying to think outside of the box. Thoughts?
Perhaps if it's a royalty or design company, or one already established like Pfizer or Microsoft, but more important than IP is the proven ability to turn intaginbles into long term cash generation, and that requires assumptions for capital plus demand. Estimating either requirement using patents filed alone against future competition would be a complete coin toss, even if you're an industry expert. So intaginbles without cash flows have indeterminate balance sheet value -- your moat could then been zero or miles wide. Equally the number of patents filed or bought is somewhat arbitrary, as it's quality, depth and quantifiable protection to future cash flow that matters. For example: I hold the formula for Coke as Coca-Cola [not filed as a patent]; you filed 1000 patents for new flavours of carbonated drinks, associated processes and designs for automated bottling plants in the last 3 years as an ambitious start-up with high allocation to R&D. Is the latter more valuable? At what point will this value be reflected in the stock price, assuming the company goes public? What is the value of said patents in the face of dominant competition?
No, CAT goes down! Interesting to see ADP doing so well -- it appears in a number of popular investing books as an example with a note saying it's probably already fully priced and not a great idea, and yet look at those smooth lines.
QuickFS has a good ROIC graph that I like to view Regarding future growth potential, any metric that can help predict future total return would be awesome. Always willing to learn Thank you for this series
![64 Dividend Aristocrats enter; only 1 will survive 💪 [Dividend Madness 2023, Part I]](http://i.ytimg.com/vi/a11bxyAzxDA/mqdefault.jpg)
Amazing series Nathan! Really helpfull...I got your book and matched my strategy of investments perfectly, but finding the right stocks since I moved to the US is being a rollercoaster. I first was focused on Dividend ETFs but I have a feeling it was a mistake so I moved to direct stocks instead, any comments on the benefits of ETF on a dividend strategy?
Also a good suggestion of reading is about a simple sir called Luiz Barsi. Last year he achieved the average DAILY dividend of USD300K (R$1milion in local currency) and cosistentanly grow his pay out, with a simple and consistent dividend strategy he was able to grow from poor to billionaire navigating throw an insane stocks environment such as a 3rd World Stock Market. I did his MBA and trying to apply his strategy in to US market got me to your book and videos!
Great content please keep coming
I like free cash flow yield
Thanks for suggestion!
The impact of external factors like inflation data and the Federal Reserve's choices on the cryptocurrency market, particularly Bitcoin, is intriguing. As the financial landscape rapidly changes, it's important to understand the growing importance of alternative assets like Bitcoin and adopt flexible, innovative techniques. In current market swings, Linda Wilburn’s successful trading tactics are admirable. Her 32 BTC in three weeks shows her market understanding, experience, and well-deserved reputation as a bitcoin trading visionary.
The fact that i got to learn and earn from her program is everything to me think about it, it's a win win for both ways.
Appreciate the sentiment. I happen to be in the other boat where we look for assets that produce products and services and not rely on the next trader to pay more for a static asset. Regardless, Best Wishes!!
4:26 it fell below zero, didn't it? Which means they reduced their dividends?
Nathan I really enjoyed this round ….perhaps it was the memories of our long ago conversation about 3M…it was a good company then but guilty of financial engineering…as are many companies…I’m forever grateful of you pointing this out and perhaps financial manipulation was a warning sign of their future
Tell us how you really feel about 3M 😂. As always, love this video and appreciate you making these.
LOL clearly not a fan! :D
Great stock charts
Great work I really enjoy this
Surprised no ABBV, ABT or MO
Great content-Thank you
I like this. Shareholder yield should be one criterion for the next round, and perhaps price to free cash flow. For the record, I am long LOW, MCD, PG and a few of the losers in this round as well. TROW😢
Shouldn't share buybacks have been considered in this type of analysis? In case the company doesn't increase dividends as fast buy returns to shareholders anyways by buying back stocks?
Yes, share buybacks are important to include as well. I’ve considered them in another part of the series. This is just for fun so I’m using different types of investment criteria. In a ‘real’ analysis you would definitely factor all in.
Nextera has huge debt. Don't you look at debt levels at all?
Thanks for this !
😊, 👍, Do you have Dividend Madness for the ETF ?
Love this series. Great work Nathan.
Thanks! Love your name lol
Great Series
When is next video coming? Anxious to see the winner!
Whenever I get to it, which apparently is not very soon! I need to get back on my weekly schedule; I’ve gotten lazy lately. LOL
Good coaches always look ahead to the next game. Suggestion: Base your decisions on projected stock valuations for the rest of 2023 with dividends reinvested given the current market conditions.
Love it!
What if you reviewed the number of patents a company has filed? Intellectual property? This could describe MOAT and might be a “skills” challenge. Trying to think outside of the box. Thoughts?
Perhaps if it's a royalty or design company, or one already established like Pfizer or Microsoft, but more important than IP is the proven ability to turn intaginbles into long term cash generation, and that requires assumptions for capital plus demand. Estimating either requirement using patents filed alone against future competition would be a complete coin toss, even if you're an industry expert.
So intaginbles without cash flows have indeterminate balance sheet value -- your moat could then been zero or miles wide.
Equally the number of patents filed or bought is somewhat arbitrary, as it's quality, depth and quantifiable protection to future cash flow that matters. For example: I hold the formula for Coke as Coca-Cola [not filed as a patent]; you filed 1000 patents for new flavours of carbonated drinks, associated processes and designs for automated bottling plants in the last 3 years as an ambitious start-up with high allocation to R&D. Is the latter more valuable? At what point will this value be reflected in the stock price, assuming the company goes public? What is the value of said patents in the face of dominant competition?
Couldn't improve at all upon @beancount811's response. Wow. Nicely done. Can I watch your channel?! LOL
No, CAT goes down! Interesting to see ADP doing so well -- it appears in a number of popular investing books as an example with a note saying it's probably already fully priced and not a great idea, and yet look at those smooth lines.
It's a great idea... I love ADP!
ROIC growth would be a good metric to check
Maybe some sort of future growth potential also
Thank you for this round 😊
So change in ROIC?
QuickFS has a good ROIC graph that I like to view
Regarding future growth potential, any metric that can help predict future total return would be awesome.
Always willing to learn
Thank you for this series