DIVIDEND GROWTH STOCKS ARE TANKING (I'm Buying)

Quality dividend stocks are tanking right now! I'm excited to cover three premium dividend growth stocks that are on sale, ones I plan to purchase in the coming weeks.
#dividend #stock #investing

Timestamps:
0:00 INTRODUCTION: The blue chip, core, quality dividend stocks are correcting.
0:23 I will cover three household brand name stocks in the video today, including The Hershey Company (HSY), PepsiCo (PEP), and Clorox (CLX).
0:48 SEGMENT 1: THE FOUR STAGES OF STOCK MARKET INVESTING ILLUSTRATION
1:20 STAGE 1: A terrible situation will present itself. The situation will seem to have no solution. (Right now: Out of control inflation.)
3:00 STAGE 2: The stock market corrects. (This is where we are at right now.)
3:15 Even core stocks are correcting. It's not only ancillary stocks.
3:29 RTX, O, and GIS (covered in my last video) are all correcting. These are all quality positions.
4:10 IMPORTANT: The average investor sells during this phase of the market cycle. Personally, I feel this is a great time to buy.
4:50 STAGE 3: A solution is found. (The problem is gone.)
5:05 Example: Stocks were crashing during the pandemic. However, a solution came, and stocks recovered. The problem was gone!
6:24 STAGE 4: The stock market recovers. Stocks surge to new heights!
7:20 IMPORTANT: The average investors buys aggressively. Personally, I feel this is a great time to hold and stockpile cash for a future correction.
8:20 KEY: As dividend stocks go down, my money deployed can buy me more future cash flow.
8:44 SEGMENT 2: THREE QUALITY CPG STOCKS ON SALE (PEP, CLX, and HSY)
9:05 Clorox (CLX) Dividend Stock: This stock followed its own cycle. Business fundamentals have now recovered.
10:17 It was difficult to own CLX. They were losing money for a while!
10:41 Keeping the faith when times are bad.
11:53 IMPORTANT: Being off a 52-week high does not create value. I look if a stock is off the 52-week high to pinpoint possible stocks to investigate.
13:04 Forward PEs are looking great, relatively speaking.
13:32 PE is relative to the quality of the stock (and the category).
14:05 Dividend Yields are Strong: It's rare to see PEP dividend over 3.0%.
14:42 Dividend CAGR analysis: I especially like HSY dividend growth rate.
15:21 Dividend Yield-on-Cost Analysis
15:55 SEGMENT 3: QUALIFIED DIVIDENDS VS. TREASURY BOND ANALYSIS
16:10 Treasury Yields: 5% range
16:35 There is a real tradeoff these days (stocks vs. bonds)
18:45 Is it worth investing in dividend stocks anymore? (Given high Treasury yields.)
19:05 SEGMENT 4: DIVIDEND YIELD-ON-COST PROJECTIONS
19:20 Treasury bonds have a maturity date, dividend stock yield-on-cost can last forever (and keep growing).
20:23 What I like about these stocks.
10:27 What I don't like about these stocks.
21:27 SEGMENT 5: CLOSING THOUGHTS FOR TODAY
22:45 DISCLOSURE AND DISCLAIMER

DISCLOSURE: I am long PepsiCo (PEP), Clorox (CLX), Starbucks (SBUX), Raytheon Technologies (RTX), Realty Income (O), General Mills (GIS), and SCHD. I own these stocks in my personal dividend stock portfolio. I’m also long Treasuries. My kids are long Hershey Company (HSY).

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