High-Quality Investment Ideas. Focused On Long-Term Dividend Investing. Not Financial Advice.
Joined May 2020
- Tweets3.9K
- Following0
- Followers587
- Likes8K
Pinned Tweet
"You borrowed $100,000 because you heard about 'the power of demonstration ' in a marketing book and wanted to show potential newsletter subscribers what a good stock picker you are?"
"Yes, Dave."
"And how much is this newsletter?"
"Free."
daily-dividend.beehiiv.com
Dividends Forever retweeted
That takes it from 63 cents to 68 cents a share a quarter. CDW says the dividend is up sixteen-fold since the 2013 IPO, with 13 straight years of increases.
Dividends Forever retweeted
I arrived in Phnom Penh 15 years ago with around $20,000 💵
Five years later, I was a millionaire.
The Chinese boom in Sihanoukville was completely crazy until 2019. 🇨🇳🏗️
Land prices could quadruple in a single year and 50% a year was considered normal.
Entire neighborhoods changed almost overnight.
I put money into land while the area was still overlooked.
New roads appeared. 🛣️
Condos went up everywhere. 🏢
Rooftop bars started replacing old shophouses. 🍸
Sometimes the biggest advantage is simply being there before everyone else realizes what’s happening.
Have you ever lived through a real estate boom like that?
Yesterday, Iron Mountain announced a 15% dividend raise.
daily-dividend.beehiiv.com/p…
$SNA: just raised its dividend by 12.7%. PE under 20. Lagging the market year-to-date.
Wrote about this stock when it was around $20/share in late August - September.
329 consecutive quarterly dividend payments.
Modern phycology books:
Trauma, microaggressions, systemic oppression, micro trauma, generational trauma...
Mad Men era book on "Not Cracking Up":
Have you tried smoking a cigar and getting laid?
“Relax too much and you can't get into motion, or generate enthusiasm to create energy in you. Feet-on-the-desk people, who overdo relaxing, soon have the chair pulled out from under them.”
daily-dividend.beehiiv.com/p…
CDW Corporation sells desktops, laptops, servers, monitors, and other devices. It also provides operating systems, security software, and IT assistance to its clients.
Recently, the firm announced a 7.9% dividend raise.
daily-dividend.beehiiv.com/p…
Examined Value Line stock about a year ago because I thought it had strong fundamentals and an interesting pedigree (many famous investors use its service).
Sadly, I didn't buy.
Ooops!!!
Dividends Forever retweeted
Lennox $LII
- Makes furnaces/air conditioners
- Steady top and bottom line growth
- 39% ROIC
- Solid balance sheet
- Steady share repurchaser
- 17 consecutive dividend hikes
- Trades for ~13x earnings, lowest valuation in years
I love these kinds of companies.
“Relax too much and you can't get into motion, or generate enthusiasm to create energy in you. Feet-on-the-desk people, who overdo relaxing, soon have the chair pulled out from under them.”
daily-dividend.beehiiv.com/p…
This week, Diamondback Energy announced a 7.3% dividend raise, bringing its total year-over-year increase to 18%.
daily-dividend.beehiiv.com/p…
This week, Diamondback Energy announced a 7.3% dividend raise, bringing its total year-over-year increase to 18%.
daily-dividend.beehiiv.com/p…
Willis Lease Finance Corporation ($WLFC) Raises Dividend By 12.8%
daily-dividend.beehiiv.com/p…
Entergy has paid dividends every quarter since 1988.
Recently, the company announced a 6.3% dividend increase.
daily-dividend.beehiiv.com/p…
Dividends Forever retweeted
After fridges became a common household appliance, the biggest benefactor was not the manufacturer companies.
It was actually Coca-Cola, who took advantage of the new technology to shift from local soda fountains to bottled and canned products
Suspect the same will be true for AI. Some of the biggest benefactors will be companies that look very obvious in hindsight, but no one is paying enough attention today
The company owns some of the world’s biggest websites, operating systems, and digital infrastructure networks. Its portfolio of businesses includes Google Search, YouTube, Gmail, Android, Gemini, and Google Cloud.
daily-dividend.beehiiv.com/p…
Played Quasimorph while listening to Virtual Voice narrate one of my books last month.
Occasionally needed to edit pronunciation, but netted an extra $45 in audiobook royalties. Extrapolated over the course of a year, that's the same passive income as sinking $10,000 into bonds.
