Dividend Stock Thoughts
An Investment in Knowledge Pays the Best Interest
Benjamin Franklin
Video: Big 7.7% Dividend Yield for Undervalued Stellantis
• Strong Auto Brands include Chrysler, Jeep, Dodge, Peugeot, Fiat.
• 7.7% Dividend Yield is the highest among peers.
• Compelling valuation with a 4.3x P/E compared to sector median of 15.0x.
• 2030 Strategic plan emphasizes global EV (Electrical Vehicles) capacity huge global base to pull from.
• Realizing consumer gains from IRA (Inflation Reduction Act) in North America, focusing on larger utility vehicles in the United States.
Recent Sale: Further Financials Reevaluation Cost of Capital After SVB Collapse.
Recent Sale: Further Financials Reevaluation Cost of Capital After SVB Collapse. We sold two more financials and REITs last week as the collapse of Silicon Valley
3.25% Yield and Healthcare Repositioning for CVS Health
• 3.25% dividend yield, strong free cash generation.
• Oak Street acquisition projected to add $2 billion in EBITDA by 2026.
• Expects significant volume growth at pharmacies with the introduction of several biosimilar and generic drugs in FY23.
• Modest FY23 guidance targeting 7% EPS growth despite some sustained headwinds in retail.
Recent Sale: Financials Reevaluation Cost of Capital After SVB Collapse.
Recent Sale: Financials Reevaluation Cost of Capital After SVB Collapse. We sold several financials and REITs last week as the collapse of Silicon Valley Bank was
Big 7.7% Dividend Yield for Undervalued Stellantis
• Strong Auto Brands include Chrysler, Jeep, Dodge, Peugeot, Fiat.
• 7.7% Dividend Yield is the highest among peers.
• Compelling valuation with a 4.3x P/E compared to sector median of 15.0x.
• 2030 Strategic plan emphasizes global EV (Electrical Vehicles) capacity huge global base to pull from.
• Realizing consumer gains from IRA (Inflation Reduction Act) in North America, focusing on larger utility vehicles in the United States.
US News and World reports talks to Benjamin C. Halliburton, CFA about Civitas (CIVI), Ovintiv (OVV) and Chesapeake Energy (CHK)
Benjamin Halliburton, chief investment officer at Building Benjamins, says the high price environment for oil and gas will last at least a couple of years. “Sanctions on Russia are not going away even when the war ends,” he says. “It takes years to plan and develop fields. The adverse regulatory environment on both drilling and pipelines is a deterrent to drilling and adds costs.”
Banks will lag the market in an inflationary environment. Financial assets go down in real value.
• Banks will lag the market in an inflationary environment.
• Banks lagged the market in the inflationary 1970s.
• The reason for this is financial assets go down in real value during inflation.
• Bank Financial assets are just dollars or promises for dollars in the future.
• Most of bank assets are fixed income or dollar themselves.
• Inflation lowers the real value of dollars and fixed income assets.
