High-Quality Investment Ideas. Focused On Long-Term Dividend Investing. Not Financial Advice.
Joined May 2020
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"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?"
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daily-dividend.beehiiv.com
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 $LII
- Makes furnaces/air conditioners
- Steady top and bottom line growth
- 39% ROIC
- Solid balance sheet
- Steady share repurchaser
- 17 consecutive dividend hikes
- Trades for ~13x earnings, lowest valuation in years
I love these kinds of companies.
“Relax too much and you can't get into motion, or generate enthusiasm to create energy in you. Feet-on-the-desk people, who overdo relaxing, soon have the chair pulled out from under them.”
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This week, Diamondback Energy announced a 7.3% dividend raise, bringing its total year-over-year increase to 18%.
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This week, Diamondback Energy announced a 7.3% dividend raise, bringing its total year-over-year increase to 18%.
daily-dividend.beehiiv.com/p…
Willis Lease Finance Corporation ($WLFC) Raises Dividend By 12.8%
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Entergy has paid dividends every quarter since 1988.
Recently, the company announced a 6.3% dividend increase.
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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.
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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.
Dividends Forever retweeted
Passive income hack:
Trick or treating is great a strategy for getting free inventory to sell in your vending machines over the next year
You’re never too old to take advantage of a profitable arbitrage opportunity
The company has something of a monopoly in this sector, controlling over 90% of the outsourced cruise ship spa market and partnering with many recognizable industry names, including Disney, Carnival, Royal Caribbean, and Virgin Voyages.
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Dividends Forever retweeted
I got interested in investing ~10 years ago as a student and what’s been amazing is how much bigger the numbers have gotten.
Like how Meta was a $100 stock, Amazon was worth $300B or so, Netflix was $50B and was still mailing DVDs.
In 10 years the “oh this stock trades around $250” might look tiny compared to 2036 levels and valuation.
Not calling out any particular company but if you believe in American value creation it’s remarkable what can change in 5-10 years.
This week, the company announced a 16.4% dividend raise.
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The company has been in business since 1810 and recently announced an 11.7% dividend raise.
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All three businesses do share one commonality: they provide essential infrastructure services.
Let’s start with the biggest increase first.
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Pretty crazy that The Gorman-Rupp Company, a Dividend King that manufactures pumps, more than doubled in share price since 2025.
Not the type of business most would associate with those types of returns.
