I Just Bought This Dividend Growth Stock!
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- čas přidán 11. 06. 2024
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In this video, I reveal the dividend stock that I just added to my personal portfolio. Let me know what you think of this company in the comments down below!
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Access Tickerdata and my Spreadsheets: tickerdata.com/
Get a $50 coupon + 7 day free trial to Seeking Alpha: seekingalpha.me/Dividendology
Join my free newsletter! dividendology.substack.com/
The Broker I use: www.interactivebrokers.com/mkt/?src=dividendologyPY1&url=%2Fen%2Fwhyib%2Foverview.php
I work in healthcare, and I suggest you look into the business model a little more closely. I worry about a company where they make less money, the more the services they offer are used.
All they do is put up roadblocks and refuse to pay for basic services. There is a growing population of older, unhealthier adults who will use the services UNH offer more frequently.
Please ask clarifying questions or point out any holes, but I think PBMs and insurance companies are up high on the list of evil companies who take advantage of people for profit.
Every company does that one way or another...
But why are so many people unhealthy? Because most of them have chosen to be..
Good time to sell your MMM position and move it into UNH. Great video ✌️👍
Nice analysis. I own UNH too. It's down some now but, since my time horizon is 10 years, I am not much worried about it. I am still buying.
I started my position a little early at $490, looking to dca down if it stays down. Absolutely great holding with a great path for revenue and free cash flow growth!
Same, averaged down to 473$ with 23 shares currently.
UNH and VISA all day. These are two core positions
How do you always seem to pick a new stock right before they post killer earnings and the price goes through the roof? You did the same thing 3 months ago with LVMHF
Thanks! But Honestly I’m not as concerned with them over the short term. I’m buying these companies because I believe in them long term. Even if UNH would’ve dropped today I would still be happy about my holding.
Omg I just also added this to my portfolio. I agree with your analysis.
What about infrastructure reit (Crown Castle, American Tower, SBAC...) with stocks that reach there 52 weeks low ? Can be good to have your analysis on those high yield stocks. Thanks.
lol wut
What stocks or ETFs do you have or recommend that pay dividends in June & Sept?
Healthcare is one of my favourite industry. Good Luck! And thank you!
Bought another share of SBUX today $84.90. There seems to be no bottom.
buy it too today. If you draw a line form last to lows you get there.
Picked up another share today too
One share??? You guys must have a very low broker fee! :)
I can’t wait to buy more next week! Below my cost basis finally
@@Marcaliforniamost brokers now a days don’t have fees
Nice one. Thanks I will have a look at this one.
Been watching UNH. Looks like 440 has some brief support but after that it's down to 400. Will be looking to pick some up.
Big fan of this one, glad to see your assessment of the company is similar to my own. I will probably add to my current position at these levels as well.
Good stock, the only problem they have very low profit margins
I’m partial to ABBV. In regard to their FC yield and FC yield CAGR, it’s is comparable to UNG for the 3 yr, 5yr and 10yr. However on the 1yr, it’s not and negative 9%. I am assuming that is a component of recent sell off starting back in 2022. In essence, it needs to reaccelerate to join the elite club.
I have a question that may prompt another video. I notice you focus on finding stocks that will grow there dividends and might not be that high right now. This is beneficial because you plan to hold these for a long time. But wouldn't it be better to find stocks that have already grown the dividend to a higher percent over the years and you can jump in after the fact? I know this will be a balance of the price will be higher so you can't buy as much, and it's too perfect of a scenario to find low price and high dividends with good history and outlook. Wondering how that all plays out though
The reason he focuses on the lower yielders but strongly growing stocks is the dividend growth over time.
Ben Franklin has been credited for stating that compounding is the 8th wonder of the world.
@@longgone9738 yes, and this makes sense. But I just wonder if there's ones that already have had good dividend growth and are expected to continue that pattern, wouldn't that be better? Obviously depending on how expensive the price is for number of shares
These companies that you are looking for already have a high payout ratio and have also not the best perspective on FCF growth
@@Michael-lt5eq There are companies that are categorized by how long they have increased their dividends. Examples are Dividend Achievers, Dividend Aristocrats, Dividend Kings, plus others.
You might want to start your own search among these. 40% of the entire return of the stock market comes from DIVIDENDS.
@@pommes-panzer so basically the growth of the smaller ones is expected to be better than a more expensive and already more established company?
Good call. I also just opened a new position in my portfolio with this stock.
Nice pick! Solid dividend stock 👌🏼
wow great analyse ty!
You called it right sir, bought 1 share and im up 7% it was at a nearly 52 week low monday morning 🎉
Nice! I plan on holding long term either way!
@Dividendology Yeah, your analysis was very good, and it makes sense to buy it at this price, especially. I wish i could sell a kidney to buy a lot more shares😂, but slow and steady wins the race
Im surprised that 2020 and 2021 stayed on track with previously established trends in all the different graphs. I would have expected a health insurance company to swing violently in one direction or the other.
The stability of cash flows is quite impressive
Been dca’s on unh still buying as it drops
Great content! Very thorough analysis.
How well will Tickerdata work for the Indonesian stock market? Any experience?
Tickerdata supports 70+ stock exchanges. You can see all the exchanges listed here!: tickerdata.com/exchanges
Before i even watched the video, i knew it would be that stock. Great buy! I am doubting about the Graham's valuation formula due to the current high yield of AAA corporate bonds.
Im adding this stock from about 6 months into my own vallet. Greetings
Loving it!
Thanks!
Looks good. Do you evaluate how much room companies have to grow in their industries? A company can’t grow infinitely big for example. If so how do you do that.
I've been adding to my UNH position
I've seen the buzz on this and right now its looking like a solid play. $425 - $435 I think is my entry level just wish i had a cash reserve big enough to put a serious play on this.
I just bought it yesterday as well :D
Looks alright but the insider trading does not, only selling of the stock. Might be something they know that we don't.
Absolutely love UNH, great value at this price
Thoughts on JPM today?
Good buy in my humble opinion
What do you think JNJ OR UNH?? Both pretty much near lows..
This entire video was about UNH! :) I’ll make one on JNJ soon!
Added more of this badboy to my portfolio!
Only seeing this video now, but by coincidence bought UNH at Friday's close
i know that every broker act different about this but... doesn't the government take 30% of your dividends every time that you received them? are you considering that percentage for the moment that you retire?
Depends on many factors. I don’t pay that.
me too
With the war brewing and going on... growth stock might not be a good idea.. I'd aim for staples... Being bullish on random sectors kinda caved-in my account.
What are your thoughts on UNH’s exec team selling stock soon after they found out about govt probe?
What platform do you use to purchase your stocks?
I've been using interactive brokers lately. Here's the link: www.interactivebrokers.com/mkt/?src=dividendologyPY1&url=%2Fen%2Fwhyib%2Foverview.php
@@Dividendology okay thank you sir!
@@Dividendology Would you happen to know the comparison to IBKR and Robinhood? Also, do you think Halliburton would be a good one for dividend investments? I was working for them in 2018 then their stock crashed in 2020 down to $5 range and now it’s back up to $40. I always kick myself for not buying in when they were so low, never again will I sleep on the oil industry when their stocks crash. BUY BUY BUY
Buying
Excellent analysis - thanks. This stock has been a buy for others I follow for a year. The PE and industry both concern me - I will take a closer look
Huh
omg i bought this too
I bought right before earnings bc I figured they’d beat. This seems like a good buy and hold forever opportunity
Glad bought it pre and during c19 crash. Not glad I didn’t buy more.
Man these google sheets are really cool. Did you build upon them over the last year?
I have been building more with the help of the Tickerdata add on!
Personally think its overvalued based in on earnings growth
Such a company trading at a 6% FCF yield looks really attractive.
Ive been buying unh but in small pieces weekly because i don’t have muchh to invest
I made my dad buy this company a few weeks ago 😀. we're also benefiting from the sweadish currency getting weaker
$439 rn how much more blood in the water?
Could you do a stock screening video on McDonalds and Starbucks please?
nice idea! I did one SBUX recently
@@Dividendology cool R check out that video now. Like yr vids and your stock screeners tools, inspiring.
Just buy Blackrock, they got all the good stocks-
Buy ETF’s
We need a abbvie video
"Don't mind me while I drop $3k on stocks NBD. What do you think?" 😑😑😑
that's why you make sure to have cash reserves when the opportunities come :)
Imagine trying to value a Medicare insurer with a excel crude DCF lol
And what is the right way?
projecting future free cash flow payments is typically one of the best ways to value a company. And the fact they have such predictable and stable free cash flow likely makes the valuation more accurate.
Lol why
Yearly Dividends are only accurate if you compare them to the stock price increase. However, 1.67 % remains little. Even US bonds return more in 2024. There's a Ford bond that returns 7.25 % today... We are not in the 2020s anymore, where low interest rates dominated the stock market, and dividends were a good thing to do. Switch to bonds until interest rates fall again.
UNH dividend payments will destroy bonds long term. This video explains why: czcams.com/video/GQHe7LejhEg/video.html
To rich stock price for me
Well that doesn't have much to do with it. Their RSI was 23 Monday and today is already 50.
They can't grow at the same rate. Already too big.
Schd is overrated
Which option would you prefer over SCHD? Generally curious for my own knowledge
The first 20 holdings are fine but all the others are kinda bad, i prefer individual stocks
Gotcha, makes sense
Dude, who you telling. I been thinking to sell a few months after I bought it.
Good core holding I think is VIG. Basically s&p 500 with the junk cut out. High quality companies with long term growth prospects. Can then add on individual stocks. I personally do individual stocks only. Currently holding 6 of what I think are the best companies in the world and just holding. Sleep well at night
I wouldn’t buy it.
Oops.
Booring