IMPORTANT ANNOUNCEMENTS: Thanks for watching! What do you think about the 15 stocks covered in todays video? Please share in the comments below! HELPFUL RESOURCES: Here's my most recent TH-cam short, celebrating The Home Depot (HD) dividend increase: th-cam.com/users/shortsNEHuimUz5Fk?feature=share Here is my Core 4 Strategy for 2023: th-cam.com/video/-s3jlqPz2qQ/w-d-xo.html Here's my last video highlighting The Home Depot (HD) as my number 1 dividend GROWTH stock: th-cam.com/video/6V7ZEBIZJXg/w-d-xo.html Universal (UVV) is my favorite stock for immediate bill-paying power: th-cam.com/video/s1Q8LXy_x1s/w-d-xo.html Here's my review of The Income Factory by Steven Bavaria: th-cam.com/video/WYajJdZXAGM/w-d-xo.html Check out my friend, Greg, on Instagram. He's @ thedividendmonster. Greg recently did this amazing guest-interview on my channel: th-cam.com/video/x7oOnanKwCE/w-d-xo.html Here's my video about my changing strategy: th-cam.com/video/X1gRxp6RamY/w-d-xo.html CHECK OUT MY PATREON (We had a great Corner Patreon Zoom meet-up last night!): I'm sharing exclusive bonus content over on Patreon! I offer two tiers: Backyard Patreon and Corner Patreon. My Backyard Patrons see my stock trades, each accompanied by a blog post write-up. They also have access to 50 historical Patreon-exclusive videos. In addition to all Backyard Patron perks, my Corner Patrons also have access to my complete dividend stock portfolio (% allocation to each position) AND my complete bond portfolio (% allocation to each position). They additionally enjoy exclusive portfolio update videos, Corner Patreon virtual meet-ups, an exclusive Discord server, and more. Head on over to Patreon to join today: www.patreon.com/ppcian PPC IAN EMAIL LIST: Join my email list today for helpful updates, and a look at some of my historical dividend stock portfolios: www.ppcian.com/my-complete-dividend-stock-portfolio/ PPC IAN TWITTER: I'm always sharing fun updates on Twitter. Here's my dividend investing Twitter: twitter.com/ianlopuch PPC IAN INSTAGRAM: I'm sharing some great content over on Instagram. Check out my Instagram stories and reels. I'm @ ianlopuch: instagram.com/ianlopuch/ COOL DIVIDEND INVESTING MERCH: I offer some really amazing dividend investing merch that is sure to make you look and feel great. Each purchase supports my TH-cam channel: teespring.com/stores/ppcian Thanks so much, everyone, for your support. I hope you enjoy the video today! (Disclosure and Disclaimer: I'm long The Home Depot HD. Please see video description for disclosures and disclaimers.)
Definitely with you on $PFE and $MMM. I have never been a fan long term of tobacco companies for obvious reasons, but possibly mine and everyone else's aversion to owning creates a great investment opportunity. I am an not a big fan of any Canadian banks. I am not Canadian but you don't need to be one to understand how ridiculously priced real estate is and how housing takes up a significant percentage of Canadian's income relative to the average American. I have been picking up $BAC and $PNC recently.
MCD PEP and JNJ are all gold within my portfolio.. I just scaled JNJ to 95 shares from around 60 shares this past dip, 5 more shares away from my goal.
Ian, I love your consistency, the way that you speak, the quality of your analysis, and the fact that you never do sketchy sponsorship deals! We are truly blessed to have you.
Hey Ian, long time since I've commented on one of your videos. Still supporting through patreon. Its been a crazy investment journey. 2022 was by far the worst investing year I've ever had, but i survived and have had a great start to 2023. I mostly trade growth and small caps now. I occasionally add to divedend stocks, but since im busy trading other stocks, I just wait for when the great div stocks you mention hit lows. I wanted to let you know that my understanding is that treasury notes are exempt from state taxes whereas cds are not. When you're trying to squeeze as much yield as you can from treasuries and cds, the state taxes can make a real difference. Also treasuries have as short as 6 month maturity. At some point when the fed halts interest rate hikes, it will make it more effective to take a longer maturity in order to lock in a higher rate when the fed starts lowering rates. Current projections are saying likely headed to 5.5 to 6%.
I thought right away about the risk with the housing market when you said Home Depot. Don’t know how concerned I’d be though… Like HD, don’t own. I really want a utility. This year my overall trend is to start positions in many stocks that I want to own, a utility is one. You Ian, have encouraged me to have a yearly trend relevant to me! I was unaware of that update you shared with 3M!!! I’m planning on opening up CDs again, gonna move 25-40% of my cash, outside of my investment account, into 18 month CDs, 4.75%. Thumbs up smashed buddy.
Hey Ian, jnj is suppose to split up and brings questions to me regarding dividend payments, the payout ratio is amazing but after the split how will this companies do, what does that means for us investors , i love UL aswell great video, greeting from Holland
Thanks for your kind words, and thanks for saying "hi" from Holland! I have no idea what will happen to JNJ dividends, but my assumption is that JNJ Pharma + Kenvue dividends should at least be equal to or greater than legacy JNJ. I'm hoping it goes similar to the UTX => RTX, OTIS, CARR situation. I have to believe as a shareholder-focused company, they will continue to be so after the spin-off. However, only time will tell. Wishing you all the greatest. (Disc: I'm long JNJ, RTX, OTIS, and CARR)
I am excited about JNJ, did not think I would see that stock this low again! That is the great thing about dividend growth investing, at any moment there is usually a great company on sale. HD is also back on the radar. Great Video, thanks for all you do.
Thanks for your kind words, my friend! Always appreciate and look forward to your comments. I agree on JNJ - so exciting!!! HD too! (Disc: I’m long JNJ and HD)
just found this channel and wow you have such a heart of service to help others. I really have enjoyed your content and I’m learning a lot. A genuine thank you and have a blessed day
Ian - you can get Tbills that pay 5.2% and are state tax free which equates to ~5.7% yield. Haven’t seen many CD’s that can beat that for your short term bucket.
Big chunk of my portfolio are in TSLA stocks, can I get an suggestions on any other stocks that I can acquire to diversify my reserve across multiple markets while creating a comprehensive portfolio allocation that balances my concerns of risk aversion and returns that meet yearly inflation.
You need to hire a financial advisor to help you diversify your portfolio by including Mutual Funds, Etf's, the 11 GICS groups, inflation-indexed bonds, and stocks of companies with reliable cash flows rather than growth stocks, where prices were based on future prospective earnings.
Great video! I use the YOC at 5 years in the future, estimating it based on the historical div growth rate and using that 5-year YOC number to make decisions on. Also factoring in the yield after taxes since there's different tax rates between the investment types.
I think mo knows that the next generation is big on vapes so it’s a smart move imo. If they want to stay relevant they need to grab the market share in the vaping community.
Thank you for your longtime support, my friend. Yes, let's go indeed! Love a good contrarian opportunity (of course there is risk involved, as there always is). Hope you have a super weekend ahead!
@@ppcian great excel document! $MMM seems cheap over 10% earnings yield even if no growth. I think it's good to remember as the investor you get the entire earnings yield too!! :) $PFE looks very cheap in this analysis too
The slowing economy is also why I have been looking at higher yields since January. And much like you, I am also using dividend income as I move out of my current business (rental properties). I was not familiar with UVV at all, but have earmarked it as a future possibility. Great video as usual 👌
Quality content and videos...I am very similar I took early retirement at 51 and I have a blended approach with yield but I use covered call ETFs for that such as DIVO and JEPI. Great job as always : )
Thank you for sharing and thank you for your kind words! I have been watching JEPI, probably should have that on my watchlist too. Wishing you a great day!
I decided a recession is coming. I completely sold out of TSLA today also exited BTI, LEG, and MCD (to be fair MCD was profit taking and to put into other places) Massive pick up of SCHD today also ABBV, TXN, and of course JNJ at those 52 week lows
I think 3M will be fine, regardless. Little surprised not seeing any finance at all with their monster divs. Could be a smart move if things really hit the fan, but hard to resist a stock like TROW.
Hi Ian. Iam concerned you are chaning strategy again. I remember around 2019 or 2020 you were going for high yields, only for market to crash and you feeling to coming back to core stocks and you were saying you prefer to stick with quality. And now you are chaning that strategy again?
Ian my friend its great to be able to watch you videos once again. I love your high energy and fast pace and now the shorter formant once again works with my schedule. We invest so differently, and admittingly I'm not able to buy in to your path but its great for me to listen to your reasoning and I am listening. Regards Kimm
You concerns with the what to do with CDs after they mature in a few years is valid. Bonds etc. have good yields for now, but that's not something that I can count on continuing. I'm happy to buy short dated fixed income right now but am looking for the time to switch those to value stocks.
Based on forward 2023 EPS, I have MO payout at 74.5%. Their stated goal is about 80%, so I’m good with the current payout. Wishing you a great one! Gotta love those hunnits!
It stands for “Original Gangsta”. Just trying to say I’ve been at this a long time while paying homage to my love of hip-hop music. And, I’m not your typical investor. Wishing you a great one!
Unfortunately a lot of military veterans have hearing loss or other injuries that aren't recognized by the DOD. It's basically the same as those shady warranty agreements where they'll say or do anything to minimize the number of claims they actually have to cover.
@@ppcian Please research GAIN, I think is a sleeper. Using portafolio vizualizer It has gotten better performance than JEPI and many others that are more popular. Great channel btw.
I have no idea! Although, for my personal situation, I like the valuation here pre-spin-off. Of course, I do see legal risk there, and I think that's a big part of the valuation right now. (Disc: I'm long MMM)
Ppcian. JNJ used to be my favorite and abbvie was my second favorite. I recently sold Abbvie because I didn't want to be profiting off of child castration drugs. Do you know if jnj is doing what abbvie is doing?
Just gonna flex on us, and let those hunnids sit there, huh? 🤣🤣🤣 Love it. I love the breakdown, and transparency. Thanks for keeping it, real and never deliver the fud. I don't have a dog in the juul race, so I can't project my thoughts on it. Best part about the work commute. These updates.
What about Dover corp? Every time I stick my head in the freezer or refrigerated section of any store they always use Dover products. This company has always outperformed JNJ since the beginning of time. Same with AOS, every building including JNJ needs a new hot water heater sometime same with every hospital and every home.
I love these suggestions! Can’t wait to look into them. Many thanks for sharing. I am long OTIS and Carrier, but always looking for new companies! (Disc: Im long OTIS and CARR)
🗽Hi Ian, I was not sick the whole pandemic and I got a flu in Dezember 22 and a cold in February 23. The whole family was sick in this winter. ...Austria .
Thank you for sharing! Very odd year! We had a similar experience. Something about this year that the flu/colds are really going around. Wishing you and your family great health for the rest of this year and beyond!!!
interesting video I enjoyed your take on investing in this video a 5 percent CD rate is attractive but that is all you are going to get out of it there is no growth of income plus it is taxed in a worse way I invest in stocks that grow the dividend over time even at a lower rate because it protects my purchasing power not to catch up on higher yielding assets I may or may not equal a 5 percent CD rate I don't care as long as it protects the purchasing power of the dollars it does earn where the 5 percent CD will buy less and less over time many of the stocks you mention do the job excellent video as always
You are ignoring the risk that a company might go bankrupt, or slash the dividends, or have its valuation drop, etc. So it might not protect your purchasing power.
@@n1chr0me6 agreed that could happen I own a lot of stocks if a stock ran into problems I could sell and put that money to work in another stock that was doing what it is suppose to do the 5 percent CD could also have problems the bank that issued the CD could close it's doors deposit insurance would cover the principal up to a certain amount but not the interest so there are risks with everything
It’s my number 1 position, but I bought my shares at lower levels. At these levels, I’m reinvesting but not adding more. I do love the company. (Disc: I’m long SBUX)
@@ppcian :-) i've also started heavily tilting my monthly purchases towards MO around 6 months ago, so much bank for buck in this environment. Great vid!
Altria is slowly setting themselves for the future. When Marijuana becomes fully legalized Altria is in a position to make billions. Allowing them to safely continue their sin stock/vice domination.
Thanks for your comment and thoughts on MO. I did not include ABBV because I'm not seeing as much value with them as with JNJ and PFE, although I love ABBV and hold it! (Disc: I'm long MO, ABBV, JNJ, and PFE)
Hey Ian, great video as usual - thanks for the efforts! In regards to PEP, you might find this one interesting, some valuable concerns raised: th-cam.com/video/gy9jhWV2XjQ/w-d-xo.html All the best and take care Philip
I own all of the stocks shared, and I am actively buying all of the stocks mentioned. Just sharing my personal journey, of course. It works for me, but certainly not investment advice.
![[Gegagedigedagedago] NEW Help Gegagedigedagedago Nugget escape from Nikocado Avocado Challenge](http://i.ytimg.com/vi/hJWnwRC2Fz8/mqdefault.jpg)
IMPORTANT ANNOUNCEMENTS:
Thanks for watching! What do you think about the 15 stocks covered in todays video? Please share in the comments below!
HELPFUL RESOURCES:
Here's my most recent TH-cam short, celebrating The Home Depot (HD) dividend increase: th-cam.com/users/shortsNEHuimUz5Fk?feature=share
Here is my Core 4 Strategy for 2023: th-cam.com/video/-s3jlqPz2qQ/w-d-xo.html
Here's my last video highlighting The Home Depot (HD) as my number 1 dividend GROWTH stock: th-cam.com/video/6V7ZEBIZJXg/w-d-xo.html
Universal (UVV) is my favorite stock for immediate bill-paying power: th-cam.com/video/s1Q8LXy_x1s/w-d-xo.html
Here's my review of The Income Factory by Steven Bavaria: th-cam.com/video/WYajJdZXAGM/w-d-xo.html
Check out my friend, Greg, on Instagram. He's @ thedividendmonster. Greg recently did this amazing guest-interview on my channel: th-cam.com/video/x7oOnanKwCE/w-d-xo.html
Here's my video about my changing strategy: th-cam.com/video/X1gRxp6RamY/w-d-xo.html
CHECK OUT MY PATREON (We had a great Corner Patreon Zoom meet-up last night!):
I'm sharing exclusive bonus content over on Patreon! I offer two tiers: Backyard Patreon and Corner Patreon.
My Backyard Patrons see my stock trades, each accompanied by a blog post write-up. They also have access to 50 historical Patreon-exclusive videos.
In addition to all Backyard Patron perks, my Corner Patrons also have access to my complete dividend stock portfolio (% allocation to each position) AND my complete bond portfolio (% allocation to each position). They additionally enjoy exclusive portfolio update videos, Corner Patreon virtual meet-ups, an exclusive Discord server, and more.
Head on over to Patreon to join today: www.patreon.com/ppcian
PPC IAN EMAIL LIST:
Join my email list today for helpful updates, and a look at some of my historical dividend stock portfolios: www.ppcian.com/my-complete-dividend-stock-portfolio/
PPC IAN TWITTER:
I'm always sharing fun updates on Twitter.
Here's my dividend investing Twitter: twitter.com/ianlopuch
PPC IAN INSTAGRAM:
I'm sharing some great content over on Instagram. Check out my Instagram stories and reels. I'm @ ianlopuch: instagram.com/ianlopuch/
COOL DIVIDEND INVESTING MERCH:
I offer some really amazing dividend investing merch that is sure to make you look and feel great. Each purchase supports my TH-cam channel: teespring.com/stores/ppcian
Thanks so much, everyone, for your support. I hope you enjoy the video today!
(Disclosure and Disclaimer: I'm long The Home Depot HD. Please see video description for disclosures and disclaimers.)
Why Universal for cashflow instead of say JEPI or a dividend etf like SCHD/VIG that also capture growth?
Definitely with you on $PFE and $MMM. I have never been a fan long term of tobacco companies for obvious reasons, but possibly mine and everyone else's aversion to owning creates a great investment opportunity. I am an not a big fan of any Canadian banks. I am not Canadian but you don't need to be one to understand how ridiculously priced real estate is and how housing takes up a significant percentage of Canadian's income relative to the average American. I have been picking up $BAC and $PNC recently.
MCD PEP and JNJ are all gold within my portfolio.. I just scaled JNJ to 95 shares from around 60 shares this past dip, 5 more shares away from my goal.
Ian, I love your consistency, the way that you speak, the quality of your analysis, and the fact that you never do sketchy sponsorship deals! We are truly blessed to have you.
Your kind words truly mean a lot!!! Thank you!!!
Hi Ian, I enjoy your videos. I appreciate your work all the way from South Africa 🇿🇦 🙏🏼
Thank you for your kind words!!! Thank you for saying “hi” all the way from South Africa!!!
Hey Ian, long time since I've commented on one of your videos. Still supporting through patreon. Its been a crazy investment journey. 2022 was by far the worst investing year I've ever had, but i survived and have had a great start to 2023. I mostly trade growth and small caps now. I occasionally add to divedend stocks, but since im busy trading other stocks, I just wait for when the great div stocks you mention hit lows. I wanted to let you know that my understanding is that treasury notes are exempt from state taxes whereas cds are not. When you're trying to squeeze as much yield as you can from treasuries and cds, the state taxes can make a real difference. Also treasuries have as short as 6 month maturity. At some point when the fed halts interest rate hikes, it will make it more effective to take a longer maturity in order to lock in a higher rate when the fed starts lowering rates. Current projections are saying likely headed to 5.5 to 6%.
Love Friday dividend videos!! I added PG and JNJ to my portfolio this week🎉
Thanks for your very kind words. Wishing you a super weekend!!! (Disc: I'm long PG and JNJ)
Informative video as usual. Are you long on Lockheed Martin?
Thank you for your kind words! I do not own LMT, but love the stock. I do own a large position in RTX. Wishing you a great one! (Disc: I’m long RTX)
What is your idea on VZ stock. Feels like a steal as these levels.
@ppcian Do you think the baby powder problems at J&J will have a big impact on J&J?
I thought right away about the risk with the housing market when you said Home Depot. Don’t know how concerned I’d be though… Like HD, don’t own. I really want a utility. This year my overall trend is to start positions in many stocks that I want to own, a utility is one. You Ian, have encouraged me to have a yearly trend relevant to me! I was unaware of that update you shared with 3M!!! I’m planning on opening up CDs again, gonna move 25-40% of my cash, outside of my investment account, into 18 month CDs, 4.75%. Thumbs up smashed buddy.
Hey Ian, jnj is suppose to split up and brings questions to me regarding dividend payments, the payout ratio is amazing but after the split how will this companies do, what does that means for us investors , i love UL aswell great video, greeting from Holland
Thanks for your kind words, and thanks for saying "hi" from Holland! I have no idea what will happen to JNJ dividends, but my assumption is that JNJ Pharma + Kenvue dividends should at least be equal to or greater than legacy JNJ. I'm hoping it goes similar to the UTX => RTX, OTIS, CARR situation. I have to believe as a shareholder-focused company, they will continue to be so after the spin-off. However, only time will tell. Wishing you all the greatest. (Disc: I'm long JNJ, RTX, OTIS, and CARR)
I am excited about JNJ, did not think I would see that stock this low again! That is the great thing about dividend growth investing, at any moment there is usually a great company on sale. HD is also back on the radar. Great Video, thanks for all you do.
Thanks for your kind words, my friend! Always appreciate and look forward to your comments. I agree on JNJ - so exciting!!! HD too! (Disc: I’m long JNJ and HD)
just found this channel and wow you have such a heart of service to help others. I really have enjoyed your content and I’m learning a lot. A genuine thank you and have a blessed day
Thank you so much for your incredibly kind words!!! Wishing you all the greatest!
Ian - you can get Tbills that pay 5.2% and are state tax free which equates to ~5.7% yield. Haven’t seen many CD’s that can beat that for your short term bucket.
Thanks for sharing! That is an amazing rate!
I'm stacking cash for deep discounts I believe we may see later this year.
Thank you for sharing! I think you may be right. Would not be surprised if we see some discounts too!
I agree. Plus we are earning decent money while waiting. So it's a win win situation.
Big chunk of my portfolio are in TSLA stocks, can I get an suggestions on any other stocks that I can acquire to diversify my reserve across multiple markets while creating a comprehensive portfolio allocation that balances my concerns of risk aversion and returns that meet yearly inflation.
You need to hire a financial advisor to help you diversify your portfolio by including Mutual Funds, Etf's, the 11 GICS groups, inflation-indexed bonds, and stocks of companies with reliable cash flows rather than growth stocks, where prices were based on future prospective earnings.
Great video!
I use the YOC at 5 years in the future, estimating it based on the historical div growth rate and using that 5-year YOC number to make decisions on.
Also factoring in the yield after taxes since there's different tax rates between the investment types.
Thanks for your kind words! Thanks for sharing!
I think mo knows that the next generation is big on vapes so it’s a smart move imo. If they want to stay relevant they need to grab the market share in the vaping community.
Thanks for sharing! Good point! (Disc: I'm long MO)
As always, great video Ian. Have a wonderful weekend with your wife and family. All the very best from Lon. UK. Twiz.
Always appreciate your support, my friend!!! Wishing you and yours an amazing weekend too!!!
15 - let's go
Thank you for your longtime support, my friend. Yes, let's go indeed! Love a good contrarian opportunity (of course there is risk involved, as there always is). Hope you have a super weekend ahead!
Watched and liked, thanks Ian!
Thank you for your longtime support!!!
Right on! Love that you really know exactly what you are doing between earnings yield (and growing) and dividend yields
Thank you for your kind words!!!
@@ppcian great excel document! $MMM seems cheap over 10% earnings yield even if no growth. I think it's good to remember as the investor you get the entire earnings yield too!! :) $PFE looks very cheap in this analysis too
It would be helpful if this list was printable.
The slowing economy is also why I have been looking at higher yields since January. And much like you, I am also using dividend income as I move out of my current business (rental properties). I was not familiar with UVV at all, but have earmarked it as a future possibility. Great video as usual 👌
Thank you for sharing! Thank you for your longtime support! Wishing you a fabulous day. (Disc: I’m long UVV)
Quality content and videos...I am very similar I took early retirement at 51 and I have a blended approach with yield but I use covered call ETFs for that such as DIVO and JEPI. Great job as always : )
Thank you for sharing and thank you for your kind words! I have been watching JEPI, probably should have that on my watchlist too. Wishing you a great day!
@@ppcian Nice...you should also check out DIVO more upside potential and pays a consistent 4.7% annual distribution monthly
I decided a recession is coming. I completely sold out of TSLA today also exited BTI, LEG, and MCD (to be fair MCD was profit taking and to put into other places) Massive pick up of SCHD today also ABBV, TXN, and of course JNJ at those 52 week lows
Thank you for sharing! (Disc: I'm long BTI, LEG, MCD, ABBV, and JNJ)
I think 3M will be fine, regardless. Little surprised not seeing any finance at all with their monster divs. Could be a smart move if things really hit the fan, but hard to resist a stock like TROW.
Thanks for sharing! (Disc: I’m long MMM)
I would like to hear more refering to Unilever from you.
Thank you Ian!
Great Work
Thank you! Here’s a recent video about UL: th-cam.com/video/zeLdmfnWGrE/w-d-xo.html (Disc: I’m long UL)
Hi Ian. Iam concerned you are chaning strategy again. I remember around 2019 or 2020 you were going for high yields, only for market to crash and you feeling to coming back to core stocks and you were saying you prefer to stick with quality. And now you are chaning that strategy again?
I love this portfolio. Very close to what I am going for
Thanks for your kind words!
Props 2 the props. And thanks for everything.
Thank you for your very kind words!!!
Great work. These are solid well positioned stocks in the Economy. They can weather the storm in a slowing economy. Love the props.
Thanks for your kind words and longtime support!
”…they have secret sauces!” That’s the most convincing way to say there is real value!😁
Thanks for the great video. I am enjoying the shorts on TH-cam also.
Really appreciate your kind words. Thanks for watching the shorts!!!
Ian my friend its great to be able to watch you videos once again. I love your high energy and fast pace and now the shorter formant once again works with my schedule. We invest so differently, and admittingly I'm not able to buy in to your path but its great for me to listen to your reasoning and I am listening. Regards Kimm
Thank you, my friend! I very much appreciate your kind words!
You concerns with the what to do with CDs after they mature in a few years is valid. Bonds etc. have good yields for now, but that's not something that I can count on continuing. I'm happy to buy short dated fixed income right now but am looking for the time to switch those to value stocks.
Thanks, my friend, for sharing your insights. Always appreciate it! Wishing you a great weekend.
Pure quality video. Love the items u show. 😊
Your kind words truly mean a lot! Thank you!
Altria has 115% payout ratio. Isn’t that an issue?
Thanks for the info and entertainment! Keep stackin those hunnits!!
Based on forward 2023 EPS, I have MO payout at 74.5%. Their stated goal is about 80%, so I’m good with the current payout. Wishing you a great one! Gotta love those hunnits!
@@ppcian thanks for the info
Thanks again ian. Jon from Toronto.
Thank you for your kind words!!!
great video. thanks for sharing. indeed time is money!
Thanks for your kind words!
FIRST! Thank Ian!
Thank you for your kind words and support!
what happened to Viatris? great pick
I still like Viatris and own it. Probably will add more this year. Just had to be selective to keep the list at 15 stocks. (Disc: I’m long VTRS)
What does OG investor mean
It stands for “Original Gangsta”. Just trying to say I’ve been at this a long time while paying homage to my love of hip-hop music. And, I’m not your typical investor. Wishing you a great one!
JNJ looks very attractive now before the split. 🤗
I agree! I'm excited about JNJ right now. Wishing you a great one. (Disc: I'm long JNJ)
Unfortunately a lot of military veterans have hearing loss or other injuries that aren't recognized by the DOD. It's basically the same as those shady warranty agreements where they'll say or do anything to minimize the number of claims they actually have to cover.
Great stuff Ian!
Thank you for your kind words!
Thoughts on JEPI and GAIN????
JEPI is on my watchlist, but I'm not familiar with GAIN. Definitely have more homework I want to do, especially on JEPI.
@@ppcian Please research GAIN, I think is a sleeper. Using portafolio vizualizer It has gotten better performance than JEPI and many others that are more popular. Great channel btw.
What do you think is going to happen to Johnson & Johnson this year
I have no idea! Although, for my personal situation, I like the valuation here pre-spin-off. Of course, I do see legal risk there, and I think that's a big part of the valuation right now. (Disc: I'm long MMM)
@@ppcian Thanks, but I heard yesterday JNJ was blocked by a court, in regards to the spin-off. I will look into it.
I just threw money for $TRIN stock today
Thanks for sharing, my friend! Thanks for your support!
Ppcian. JNJ used to be my favorite and abbvie was my second favorite. I recently sold Abbvie because I didn't want to be profiting off of child castration drugs. Do you know if jnj is doing what abbvie is doing?
Very similar stocks ,so you know I’ve bin watching!
Wishing you an amazing weekend!!!
The Post-It brand board you put it on, is also owned by 3M ;)
I do love that Post-It whiteboard. Wishing you all the greatest!!! (Disc: I'm long MMM)
Outstanding!
Truly appreciate your kind words!
Using this as a good opportunity to average down in MMM, the dividends will be nice in my tax sheltered account!
You had me at huneds…..😂😂😂
Thank you!!!
Why not the classic O - the mind they dividend company?
I love Realty Income! It probably could have made the list, but just trying to keep it only 15 stocks. Wishing you a great one. (Disc: I’m long O)
@@ppcian I think it makes a compelling story, strong track record , decent starting yield and fairly priced.
Great work Ian. Love your videos.
I truly appreciate your kind words! Thank you!
Ian, where do you stand on Starbucks currently?
It’s my largest position, but I’m not adding more at current levels. Love Starbucks! (Disc: I’m long SBUX)
Just gonna flex on us, and let those hunnids sit there, huh? 🤣🤣🤣
Love it. I love the breakdown, and transparency. Thanks for keeping it, real and never deliver the fud. I don't have a dog in the juul race, so I can't project my thoughts on it. Best part about the work commute. These updates.
Thank you for your incredibly kind words!!! Wishing you a great one! (Disc: I’m long MO)
Enjoyed the video
Thank you! I appreciate that!
What about Dover corp? Every time I stick my head in the freezer or refrigerated section of any store they always use Dover products. This company has always outperformed JNJ since the beginning of time. Same with AOS, every building including JNJ needs a new hot water heater sometime same with every hospital and every home.
I love these suggestions! Can’t wait to look into them. Many thanks for sharing. I am long OTIS and Carrier, but always looking for new companies! (Disc: Im long OTIS and CARR)
Hello!
Hello! Thanks for your support!
🗽Hi Ian, I was not sick the whole pandemic and I got a flu in Dezember 22 and a cold in February 23. The whole family was sick in this winter. ...Austria
.
Thank you for sharing! Very odd year! We had a similar experience. Something about this year that the flu/colds are really going around. Wishing you and your family great health for the rest of this year and beyond!!!
interesting video I enjoyed your take on investing in this video a 5 percent CD rate is attractive but that is all you are going to get out of it there is no growth of income plus it is taxed in a worse way I invest in stocks that grow the dividend over time even at a lower rate because it protects my purchasing power not to catch up on higher yielding assets I may or may not equal a 5 percent CD rate I don't care as long as it protects the purchasing power of the dollars it does earn where the 5 percent CD will buy less and less over time many of the stocks you mention do the job excellent video as always
Thanks for your thoughtful comment, and longtime support. Great insights. Wishing you a fabulous weekend!
You are ignoring the risk that a company might go bankrupt, or slash the dividends, or have its valuation drop, etc. So it might not protect your purchasing power.
@@n1chr0me6 agreed that could happen I own a lot of stocks if a stock ran into problems I could sell and put that money to work in another stock that was doing what it is suppose to do the 5 percent CD could also have problems the bank that issued the CD could close it's doors deposit insurance would cover the principal up to a certain amount but not the interest so there are risks with everything
What happened to Starbucks?
It’s my number 1 position, but I bought my shares at lower levels. At these levels, I’m reinvesting but not adding more. I do love the company. (Disc: I’m long SBUX)
Yeah CD rates are competitive but the way they’re taxed as ordinary income is just plain stupid.
he's got the hunneds x-D
Sure do! Thanks for your comment!
@@ppcian :-) i've also started heavily tilting my monthly purchases towards MO around 6 months ago, so much bank for buck in this environment. Great vid!
Altria could-should expand beyond sin businesses
Where is Abbv?
Altria is slowly setting themselves for the future. When Marijuana becomes fully legalized Altria is in a position to make billions. Allowing them to safely continue their sin stock/vice domination.
Thanks for your comment and thoughts on MO. I did not include ABBV because I'm not seeing as much value with them as with JNJ and PFE, although I love ABBV and hold it! (Disc: I'm long MO, ABBV, JNJ, and PFE)
Thug life!!!
Thank you!
Hey Ian,
great video as usual - thanks for the efforts!
In regards to PEP, you might find this one interesting, some valuable concerns raised: th-cam.com/video/gy9jhWV2XjQ/w-d-xo.html
All the best and take care
Philip
Thank you for your kind words and thanks for sharing! (Disc: I’m long PEP)
Is this a watch list? If ut us this a a waste of my time. Just withkeas content for youth e income
I own all of the stocks shared, and I am actively buying all of the stocks mentioned. Just sharing my personal journey, of course. It works for me, but certainly not investment advice.
I bought MO, RGR, XOM, T & F this week.
Thank you for sharing, Dan! Thanks for your longtime support. (Disc: I'm long MO)
Ian's fucking wild 🤣
LOL
@@ppcian I appreciate your gangster 😄