Top 10 Acciones de Dividendos para Invertir Ahora

Idalberto Ricardo - The Smart Investor
5 May 202523:29

Summary

TLDRIn this video, the speaker analyzes attractive dividend stock opportunities, focusing on companies like UPS, Starbucks, and oil majors such as ExxonMobil and Chevron. UPS is highlighted for its strong dividend yield and expected long-term growth despite short-term revenue decline. Starbucks, with its solid dividend history and growth potential, is recommended for long-term portfolios. The speaker also suggests several other dividend stocks such as Tyson Foods, Target, and Merck. Additionally, oil companies are seen as good for swing trading but not ideal for long-term dividend portfolios. Viewers are encouraged to engage with educational content and join membership for more insights.

Takeaways

  • 😀 UPS is facing a short-term challenge due to losing Amazon as a customer, but it still offers a high dividend yield of 6.77%, making it attractive for long-term dividend investors.
  • 😀 Despite a potential 9% drop in net income, UPS’s cash flow is growing at over 5%, and the company has a history of significantly increasing its dividend over the last decade.
  • 😀 The speaker suggests UPS is not ideal for short-term trading but is an excellent choice for a dividend-focused portfolio.
  • 😀 Starbucks is slightly overvalued at 17% above its fair value but offers an attractive price-to-earnings ratio (P/E) and price-to-cash-flow ratio (P/CF), making it appealing for long-term investments.
  • 😀 Starbucks has a growing dividend (currently 2.79%), and analysts expect a 20% price recovery in the next year, making it a solid pick for dividend investors.
  • 😀 Despite some concerns about debt, Starbucks continues to show strong growth in income and cash flow, which supports its future dividend increases.
  • 😀 ExxonMobil and Chevron, while not recommended for long-term dividend portfolios, could be suitable for short-term swing trades, with Exxon offering a 3.65% dividend and Chevron a 4.77% dividend.
  • 😀 The speaker believes Exxon and Chevron are attractive for capital gains in addition to dividends but advises caution for long-term dividend strategies due to uncertainty in the oil market.
  • 😀 Other notable dividend stocks recommended by the speaker include Tyson Foods, Target, Procter & Gamble, PepsiCo, Merck, Hershey, Comcast, and Clorox, which are all considered attractive for passive income generation.
  • 😀 The speaker emphasizes the importance of considering a company's growth potential and dividend history when building a long-term dividend portfolio.
  • 😀 Viewers are encouraged to subscribe to the channel for more insights, and the speaker promotes their membership offering, which includes educational content, investment tools, and community discussions.

Q & A

  • What is the main concern for UPS in the short term?

    -The main concern for UPS is the loss of Amazon as one of its major customers, which represents approximately 11-12% of its revenue.

  • Despite the challenges faced by UPS, why is it considered an attractive investment?

    -UPS is considered an attractive investment due to its high dividend yield of 6.77%, its long history of increasing dividends, and its potential for long-term growth despite short-term revenue declines.

  • What is the projected growth for UPS's stock over the next year?

    -The stock of UPS is expected to revalue by 37% over the next year.

  • What is significant about the dividend history of UPS?

    -UPS has more than doubled its dividend in the past 10 years, which highlights its commitment to rewarding shareholders and making it appealing for dividend investors.

  • Why is Starbucks considered an attractive investment despite a higher price-to-earnings ratio?

    -Starbucks is considered attractive due to its solid growth in revenue, earnings, and cash flow, as well as its historically attractive stock valuation, even though it currently has a higher-than-average P/E ratio.

  • What is Starbucks’s expected recovery in the stock price according to analysts?

    -Analysts expect a 20% recovery in Starbucks's stock price over the next year.

  • What is the dividend yield offered by Starbucks, and how has it grown over time?

    -Starbucks offers a dividend yield of 2.79%, and it has significantly increased its dividend over time, nearly tripling every 10 years.

  • What are the concerns related to Starbucks's financials?

    -One concern is Starbucks's relatively high debt levels, which might worry investors despite the company's solid growth prospects.

  • Why are ExxonMobil and Chevron mentioned as potential investments, and for what kind of strategy?

    -ExxonMobil and Chevron are mentioned as potential investments for swing trades rather than long-term dividend portfolios due to the uncertainty of future oil prices. They offer strong dividend yields but are more suitable for shorter-term investments.

  • What is the dividend yield of ExxonMobil and Chevron, and why are they considered for swing trades?

    -ExxonMobil offers a dividend yield of 3.65%, and Chevron offers 4.77%. They are considered for swing trades because they have potential for short-term revaluation, with a focus on oil price recovery over the next 2-3 years.

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Dividend StocksInvestment TipsLong-Term GrowthStock AnalysisUPS DividendStarbucks InvestmentExxonMobilChevronDividend PortfolioStock MarketFinancial Education
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