/biz/ - Business & Finance

I started a new position in academy sports ASO. It’s only got a .7% starting yield but it just started paying dividends in 2022 and has increased its dividend by more than 15% in 2023 and 2024. They plan to grow their number of stores by small double digit amounts every year.

seems like some of the companies in the dividend aristocrats list are in trouble. do you have any picks you recommend?

>>58328325
Academy Sports is also running with Costco's idea of having bigger stores in fewer locations to support better profits. It's proud that its stores do $22 million in sales volume on average.

As of March 26, Academy Sports had 283 stores. But in five years, it hopes to have between 442 and 462. That's a strong growth plan.

It doesn't just plan to open new stores. Management has diligently worked to manage expenses and improve margins. As the chart below shows, its net-profit margin has increased sharply since it went public in 2020, giving management more cash to pay a growing dividend and pay down its debt considerably from peak levels.
>>58328388
As far as aristocrats go I’ll always recommend either PEP or KO. HRL is one to watch as well. Who do you think supplies most of the pepperoni to the growing number of gas station hot and ready pizzas. Answer, it’s hormel

Cut off is a V buy for $50. This is a bi-monthly Roth IRA contribution. $300 every 2 weeks. Should max out in late November

FYI for anyone being suckered in here. Dividend investing is a loser compared to growth investing. Unless you have a specific use case to go with dividends, avoid this specific cult

Why do I love PepsiCo? Well reliable income for one. A huge portfolio of incredible products coupled with slow and steady expansion into new markets lets me know that PepsiCo will be growing its FCF for the foreseeable future. Yes, Coca Cola the soda is better than pepsi the soda but PEP has some distinct advantages over KO. PepsiCo’s food division accounts for over half of its sales.

Starting a large position in HBND as a Canadian investor. Can't handle these markets, joining /div/ gang with a bunch of my investments

I have about 250-700$ where do I start ? Please offer some advice on beginning as this seems like an insurmountable challenge making money using this method but I will participate.

>>58328975
translation: p-pls buy my stocks the only way they make me money is if the market still wants to buy my bags... you can't just buy dividend stocks! intrinsic value is gay!!! everything must depend on market sentiment!11!1

>>58329051
Get a job and save 10,000 instead of wasting time here

>>58329051
Invest it all into SCHD or VOO and invest more at least monthly. Set and forget

>>58329072
It's hard to care about dividends when inflation exists, which shoves divvy investors back into the same boat of needing big growth to keep ahead just like any other asset. 5% divvy APY versus cans of baked beans 100%+ YOY gain

>>58329337
Most of my stocks raised their dividend by more than 5% last year. That’s inflation beating

>>58329072
lol cope. dividend investors are the manlet shitskins of the investing world

Is it worth diversifying 15k or should i go all in

Its Eid after a day, but my days are not going so well. I really want to gift new dress to my mother and sister as I am the only earning member from my family. Can anyone helps me with $1k so that I can spend my Eid day better?

If needed I can also send my face record video evidence as statement to prove myslef. Can anyone help? :(

Please send me a text on telegram @itsadmond or email me anon33001@gmail.com

>>58329337
only the biggest tech companies are staying ahead of inflation, but barely. bitcoin blows everything out of the water though

>>58328325
Look at jepq or jepi. Both are good. Last year jepq grew 9% and its divi is 9.1%.

>>58329563
I would diversify between safe companies that pay a moderate dividend like PEP KO or JNJ, low yield but high dividend growth like V MSFT and COST, and high yield such as XOM and MO. I would a lot the least amount of funds towards the high yield stuff. Also REITs like O are a screaming but right now

>>58328166
why do you call it 'investing' if you only ever lose money lmao

>>58329745
Projection

>>58329337
DRIP + dividend growth blows this argument out of the water. Get to a point where you make ~$50,000/yr from dividends. NEET. And reinvest some of your income the same way you would if you were earning a wage. Or even better, continue to wagie cagie until you make ~$100,000/yr fron dividends. When you are at a point where you make a good income from dividends, sell the house and move to a lower cost of living area.

Listen up you fucking retards. I came into these threads multiple times last year to tell you all to invest in BCHG and LTCN trusts to exponentially grow your dividend earning ability, and got flamed for it. Since then, it is up 6X. Imagine what you could do with 6X the dividends you are earning now. And we are not even done yet. This is my final post to again remind you of the opportunity. I'll screencap the responses again and save it for 2025.

>>58329848
No peace of mind putting big chunks of your NW into Bitcoin ETFs like you get with owning solid companies. That being said, I have a small recurring investment into a Bitcoin etf in my taxable account

>>58329848
>>58329937
Not my keys, not my crypto. BTC ETFs are retarded.

Why do I like Hershey? The chocolate is fake and tastes like throwup!!! Not my problem, Hershey's is a strong brand and the Reese’s will always be available for purchase in any gas station you will ever go to

JNJ to acquire shockwave. I’m really enjoying their expansion into medical devices and how they spun off kenvue. This should fuel earnings growth (and dividend growth) for the foreseeable future

Is there any rational reason to own a stock that doesn't pay dividends?

>>58330661
Yes, tax purposes. A large % of my taxable brokerage account is in BRK.B

>>58330690
That's possible, yeah. It depends on the law. It doesn't make much difference in the US because after you've held the stock for two months, dividends are "qualified dividends" and are taxed like capital gains.

>>58330826
Qualified dividends are taxed as income but they cap at 15%.

Friendly Reminder: Dividends are your frens!

>>58328975
Started investing in dividends a year ago. My 100% dividend portfolio is up almost 24% and that is not accounting the dividend payments.

>>58331102
Congrats friend. The anti dividend crowd will always have you believe that it’s either dividend or growth. Mind sharing what your invested in?

ITT: Not a single graph or portfolio keeping up or outperforming spx/ndx
You retards are worse than stock pickers and gamblers, because you are doing the same thing, no possibly even worse, and genuinely think you're being fucking clever. At least gamblers admit to being either retarded or lucky.

>forced tax event
b-based!!

>>58331485
wow you seem very informed on finances

>>58331485
Yeah, I'm kinda sharing the same feeling even though my energy sector focused dividend stocks are doing good. What the fuck is a K-1 form and why did no one tell me I was getting 8 of them?

>>58331448
Huh? My COST position did 2x the S&P last year.

RATE MY LIST AND TELL ME IF I SHOULD CHANGE ANYTHING

SHOULD I GO FOR INDIVIDUAL STOCKS INSTEAD OR AM I GOOD

>>58331724
You should have a high margin payment processor that increases dividends by double digit %s each year. V or MA will do

KMI been good to me.

>>58331719
Looks like you forgot to attach pictures of graphs

>>58331967
Nope, I didn’t need to. My words were enough to BTFO you

Dividends

Why would I invest in a company that can't reinvest their earnings in the company? That just tells me they don't think they can grow anymore. Especially if they have debt.

>>58332430
why wouldn't you invest in a company that can pay divvies?

>>58332430
A lot of times it makes more sense to pay out the shareholders than to waste money on buybacks at inopportune times

>>58329745
>>>/cmmg/

>>58332496
Why do either when you can just invest in growing the business? Unless you think the company has reached it's terminal growth it makes no sense to give dividends.

>>58328166
this has to be the most retarded group on biz

>>58332461
Because dividends are taxable. I'd rather have the companies invest in themselves so the stock prices go up. I want to increase my net worth. Not have bunch of stupid cash that I need to pay taxes for.

bump

>>58331658
googled the wrong thing cousin, you didn't get 8 k-1s for being a normal shareholder

>>58332800
Not sure what you're suggesting.

>>58332834
I'm not suggesting anything, I'm telling you two facts about yourself directly

My latest buys:
Aker BP Asa
Wacker Neuson SE
Barrick Gold
Rio Tinto
Agree Realty Corp
American water works
ASR Nederland NV
Acadian Timber

>>58331724
spyd, jepi, vxus are losers

How's this portfolio sound
>10 divvie stonks that pay quarterly
>don't reinvest
>use divvies to buy JEPI
>don't reinvest
>use JEPI divvies to DCA in SPY each month

>>58332991
Not bad but I prefer DRIP. Something about automatically DCAing into my favorite companies over the course of decades is appealing to me.

Starbucks value alert. I’m not in the market for a new position but if I was it would be SBUX

>>58328995
I prefer coke.
They have more room to expand their product line into salty snacks unlike pepsi who has already done this, therefore coke has more room for their stock to grow. Also their brand is stronger.

>>58333389
>They have more room to expand their product line into salty snacks
They missed the boat. Frito lay will never be dethroned. With your logic RC cola is on track to replace coke in stores nationwide.

where mah cowz at nigga

I hear that Inflation is beating dividend strategies, that is mostly true, but doesn't that imply also that dividend stocks are at the lowest part of their cycle and therefore cheap and a good long term buy right now?

>>58333498
Where do you hear that? What aren’t they buying dividend stocks that grow every year? Hell my NEE positions dividends were raised 10% last year

>>58333435
Frito lay could easily be dethroned. Their chips aren't even good.
I prefer Utz.
RC cola doesn't have near as much capital or infrastructure or a brand moat as coca cola does. Don't be foolish.

>>58333625
>Frito lay could easily be dethroned.
By who? Frito lay can leverage PepsiCo’s customer list, vast distribution and packaging network. How would UTZ or any other chip brand take out frito lay?

>>58333722
By having the backing of another large distributor like Coca Cola.
If coke bought Utz they could easily pump capital into them and expand their market like crazy

>>58333783
And then they can be laughed out the door by every distributor in town. You want to replace iconic names like Doritos, Cheetos, and lays potato chips with what exactly? The entire flaming hot line just gone from the snack isle? I don’t think so pal

Any other delusional coke niggers think they can come at frito lay? Who’s supplying fountain drinks for all 30,000 subway stores come 2025 again?

>>58331121
>it’s either dividend or growth
It literally is. ALL paycheck money should be chasing growth. If you are not doing this you are just extending the amount of time you will be working. This is the truth everyone should keep in mind.

>>58333986
It’s not. My COST appreciated in price around 40% last year and paid dividends and paid a massive $15 per share dividend.

>>58333844
They don't NEED to replace them. They just need to be able to compete and turn a profit and it will make the stock price go up significantly.
I'm not saying it will go higher than PepsiCo. Just that the return on investment would be potentially greater.

>>58334006
It's fine, you can go that route. Working for an extra 5-10 years is okay.

>>58333979
Subway is going outta buisness anyway. Who even still eats there?

>>58331121
Mainly dutch companies like ABN, ASR, VLK.AS and Shell.

>>58334039
Subway was cokes largest fountain account. That market share transfer is huge

>>58334164
Yeah maybe temporarily but subway won't be able to pay the balance on the account anyway because they opened too many stores and aren't getting enough customers per store, meaning all that soda is going to waste so either they are going to need to shrink the amount of soda they get or they need to use profits from other products to pay off their balance which would snowball and bankrupt the company.

Tldr subway is fucked.

I almost feel dirty setting up all my accounts to benefit from my 0% apr one. Somehow, I expect this to go terribly wrong.

How about PAA

>>58334028
But Coke buying UTZ isn’t ever going to happen

Dividends

>>58329051
You really need over 100k to make dividends worth it with at least 5% +. If you haven't got money dividends in small account won't make you money nor change ones life in any meaningful way. I do have dividend companies, a couple paying out 10% which is nice but until your ballin it shouldn't your main focus unless you want to go to reddit and be proud of your pound a day target like these reddit spill overs shilling their bags

>>58328166
What are good Canadian stocks with dividend growth (earnings mostly but could also be potential higher payout ratios for a while)

>he thinks selling his stock doesn't generate a taxable event
ngmi

>>58328166
Why get a dividend stock when a growth stock will outperform it every time? Are you 65 years old and need the income from it?

>>58332614
This exemplifies why I hate the growth over everything mindset. The idea of a sustainable evenly rotating economy is foreign concept to them, yet this is exactly what we need to achieve to bring this world back from the abyss.
>>58332430
>Why would I invest in a company that can't reinvest their earnings in the company?
Risk management and diversification. Also, unless your goal is to die with a high networth as some sort of high score marker, an investment is made with the idea of eventually seeing your profits as cash you can spend. Now, who is more likely to know when best to withdraw cash from a business
>retail investors trying to time the market/sell high by using TAstrology and/or using a 4% heuristic (you)
>an ivy league MBA that you hire to spend literally every waking moment thinking about the business and who has insider knowledge of said business (C-suites)
The first option is the "dividends are irrelevant" option, the second is a stock that pays a reasonable dividend.