WHY DIVIDEND GROWTH INVESTING JUST WORKS

Today's video highlights 5 core, quality dividend growth stocks that are absolutely crushing their earnings. These 5 dividend stocks help highlight why long-term dividend stock investing can work so well. #dividend #stock #investing Timestamps: 0:00 INTRODUCTION: Despite an overall rocky economy, these five dividend stocks are crushing earnings. 0:31 PEPSICO (PEP) DIVIDEND STOCK ANALYSIS 0:32 PEP Q1 Earnings Report: Revenue is growing 10.2%, with EPS growing 18%. 0:57 The core, quality dividend stocks are doing great. 1:32 PepsiCo (PEP) Metrics 1:45 I started buying PEP in 2011. 2:03 The current dividend yield is 2.6%, but my simple, 1st tranche dividend yield is 7.9%. 2:24 Takeaway: Stocks can overreact to the upside on good news. They can overreact to the downside on bad news. 3:13 1st Tranche simple yield-on-cost and 1st tranche PE-on-cost. 3:25 Why Dividend Stock Investing Works: Investors win over the long-term as companies grow revenue and EPS, over time. 4:20 I added to PEP in 2022 in the $170 range. I paid up for quality. It's now even more expensive! 5:29 MCDONALDS (MCD) DIVIDEND STOCK ANALYSIS 5:39 Comparable sales increased 13%, including franchised stores and company-operated stores. 6:33 Earnings per share (EPS) is up 19% in constant currency. Simply outstanding! 7:09 McDonalds (MCD) Investing Metrics 7:37 Trading at a 52-week high, perhaps over-reacted to the upside. 8:03 5-Year dividend CAGR is a staggering 8.5%. 8:26 1st Tranche: My equity gain is 303.3%. My simple dividend yield-on-cost is 8.3%. My PE-on-cost is 6.62. 9:04 Check out the pinned comment for my Patreon. 9:27 I like buying the highest-quality, core stocks. I am willing to pay up for quality. 10:44 STARBUCKS (SBUX) DIVIDEND STOCK ANALYSIS 11:15 Consolidated revenues are up 14% year-over-year. Non-GAAP EPS grew 25% year-over-year. 12:15 People are paying for the "overpriced" coffee. 12:47 Thoughts on why the stock dropped on earnings. 13:53 5-Year dividend CAGR is 12.1%. 13:59 I was buying heavily in 2022 at $80/share. 14:39 1st Tranche Analysis - Since 2017 15:02 Dividend growth investing requires decades to really work. You see the difference between my 2017 SBUX and my 2011 PEP/MCD. 15:58 Anyone live in Idaho and want to attend a Starbucks meet-up? 17:17 CATERPILLAR (CAT) DIVIDEND STOCK ANALYSIS 17:34 Sales and revenues increased 17%. 17:50 Their adjusted profit per share increased 70.5%. 18:18 Caterpillar (CAT) Metrics Snapshot 18:33 I love their PE in the 11s. It looks a little cheaper. 18:54 Dividend is growing by 9% per year, on average. 19:19 My 1st tranche PE-on-cost is 4.8. 20:25 Keyword For Today: "Winner Takes All" 20:42 RAYTHEON TECHNOLOGIES (RTX) DIVIDEND STOCK ANALYSIS 21:00 I believe the market has a healthy amount of skepticism. 21:17 10% sales growth and 6% EPS growth. Record backlog. 22:22 RTX Metrics Snapshot 23:25 7.1% 3-year dividend CAGR. 24:27 MY DIVIDEND INVESTING THESIS 26:26 DISCLOSURE AND DISCLAIMER DISCLOSURE: I am long PepsiCo (PEP), McDonalds (MCD), Starbucks (SBUX), Caterpillar (CAT), Raytheon Technologies (RTX), Otis OTIS), Carrier (CAR), and Leggett & Platt (LEG). I own these stocks in my personal dividend stock portfolio. DISCLAIMER: All information and data on my YouTube Channel, blog, email newsletters, white papers, Excel files, and other materials is solely for informational purposes. I make no representations as to the accuracy, completeness, suitability or validity of any information. I will not be liable for any errors, omissions, losses, injuries or damages arising from its display or use. All information is provided AS IS with no warranties, and confers no rights. I will not be responsible for the accuracy of material that is linked on this site. Because the information herein is based on my personal opinion and experience, it should not be considered professional financial investment advice or tax advice. The ideas and strategies that I provide should never be used without first assessing your own personal/financial situation, or without consulting a financial and/or tax professional. My thoughts and opinions may also change from time to time as I acquire more knowledge. These are, as discussed above, solely my thoughts and opinions. I reserve the right to delete any comments for any reason (abusive in nature, contain profanity, etc.). Your continued reading/use of my YouTube Channel, blog, email newsletters, whitepapers, Excel files, and other materials constitutes your agreement with and acceptance of this disclaimer. COPYRIGHT: All PPC Ian videos, Excel files, guides, and other content are (c) Copyright IJL Productions LLC. PPC Ian is a registered trademark (tm) of IJL Productions LLC.