Creator Post Archive
Dividendology
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Sep 8, 2026
Can This Dividend Portfolio Keep Outperforming? (The Seeking Alpha Growth and Income Portfolio)
The creator interviews Steven Crest, head of quantitative strategies at Seeking Alpha, to discuss the platform's new Quant Growth and Income Portfolio. The portfolio aims for long-term capital appreciation, consistent dividend income, and reduced dividend cut exposure, and has reportedly outperformed its benchmark VYM. The discussion touches on Crest's background in quantitative finance and his role in developing Seeking Alpha's quant systems.
Sep 7, 2026
ASML Stock is STILL Undervalued? (ASML Stock Analysis!)
The creator discusses ASML's stock performance, noting a 157% gain in their personal portfolio over the past year. Despite this significant rise, the stock's current P/E multiple is below its 5-year and 3-year averages, suggesting it is still undervalued relative to its historical trading. This is attributed to rapid earnings growth, with EPS tripling over the last five years. The video also touches on potential threats to ASML's market position, such as competition from China, and introduces a tool for stock analysis.
Sep 4, 2026
Time To Buy The Dip on Broadcom? | Broadcom (AVGO) Stock Analysis! |
The creator discusses Broadcom (AVGO), noting its recent dip despite strong 5-year performance. They analyze its current valuation, highlighting a significantly lower forward PE multiple compared to the previous year, while acknowledging a higher trailing PE due to substantial earnings growth. The creator expresses a long-term positive stance on the stock, having held and added to their position over time.
Sep 1, 2026
Congress Has Been Loading Up on These 2 Stocks in 2026!
The creator discusses two stocks that members of Congress have been buying, highlighting Broadcom (AVGO) as a significant winner with strong dividend growth and exploding free cash flow. Despite a high PE multiple, the creator argues Broadcom is not overvalued due to its substantial operating cash flow growth, even after a large acquisition like VMware. The video also touches on the potential for ETFs tracking congressional trading and the importance of researching these trades for investment insights.
Aug 31, 2026
Altria Just Increased Their Dividends and is Still Undervalued? | Altria (MO) Stock Analysis! |
The creator revisits Altria Group (MO) following a recent earnings report and dividend increase. They highlight their personal investment in MO, noting an 82% gain and a yield on cost approaching 10%. The analysis focuses on the sustainability of the dividend, supported by free cash flow coverage and a high return on invested capital, suggesting the stock remains undervalued despite its current price.
Aug 27, 2026
3 High Yield Dividend Stocks That Are GROWING Dividends!
The creator discusses the low dividend yield of the S&P 500 and highlights three dividend stocks with high, sustainable, and growing yields. The first stock mentioned is the Verdice Infocap US preferred stock ETF (PFA), which offers a nearly 10% trailing 12-month yield and has shown dividend growth over time. PFA is an actively managed ETF investing in US preferred stocks, which offer advantages like superior credit safety and payment priority over common equity.
Aug 26, 2026
Top 10 Dividend Stocks Super Investors Just Bought!
This video analyzes the top 10 dividend stocks most frequently bought by "super investors" (those managing over $100 million). The creator highlights that these investors favor dividend growth stocks with low payout ratios and a history of dividend increases. The analysis uses forecaster.biz to examine fundamentals and share price trends, noting that Microsoft is trading below its 4-year average PE multiple despite substantial sales and earnings growth.
Aug 25, 2026
This is Bad News for Pepsi Stock... | Pepsi (PEP) Stock Analysis! |
The creator discusses Pepsi stock, noting its high dividend yield and low valuation multiples compared to its historical averages and Coca-Cola. However, they express a bearish stance due to Pepsi's high free cash flow payout ratio (99.5% in 2025) and share buybacks, indicating a potential capital allocation issue.
Aug 21, 2026
3 Undervalued High Yield Dividend Stocks!
The creator discusses undervalued high-yield dividend stocks, highlighting Hercules Capital (HTGC) as a primary example. The video emphasizes that despite the S&P 500's gains, opportunities exist, particularly in the high-yield space with companies that have less analyst coverage, leading to valuation gaps. Hercules Capital, a BDC, has underperformed the broader market, but the creator suggests this presents an opportunity due to sector-wide issues and a lack of proper data analysis on traditional platforms.
Aug 20, 2026
Realty Income is About to See a Huge Change... | Realty Income (O) Stock Analysis! |
The creator analyzes Realty Income (O), noting its recent outperformance against the S&P 500 and Vanguard Real Estate Index Fund in 2026, despite a 12% decline over the past five years. The video delves into the company's fundamentals, earnings, and a recent strategic partnership, questioning if the stock remains an interesting opportunity at current prices, especially considering its 5.2% yield. The analysis also examines the REIT's valuation multiple and adjusted funds from operations (AFFO) growth.
Aug 19, 2026
Nike Stock is at a Decade Low! | Nike (NKE) Stock Analysis! |
Nike's stock has experienced a significant decline, trading at decade lows due to a substantial drop in earnings and free cash flow, exacerbated by declining margins. Despite this fundamental deterioration, the PE multiple remains relatively high, suggesting the stock may not be as undervalued as its price suggests.
Aug 18, 2026
4 NEW Dividend Increases You Need to Know About!
The creator discusses the S&P 500's performance and highlights four dividend-paying stocks that have recently increased their dividends. The first stock analyzed is Clorox, which has a history of dividend increases but faces concerns regarding its free cash flow payout ratio and declining free cash flow, despite management's projections for future cash flow generation.
Aug 14, 2026
Bill Ackman Just Bought Mastercard Stock! Here's Everything You Need to Know.
The creator discusses Bill Ackman's recent purchases of financial stocks, including Mastercard, Visa, ICE, and S&P Global. The video highlights that these stocks have underperformed the market recently and delves into the three potential sources of investment returns: dividends, earnings growth, and changes in valuation multiples, emphasizing the importance of earnings growth and multiple expansion for outperformance.
Aug 13, 2026
Can SCHD Keep Winning in 2026 and Beyond?
The creator discusses the Schwab US Dividend Equity ETF (SCHD), highlighting its popularity, strong dividend yield, and exceptional dividend growth. While SCHD has recently outperformed the S&P 500, it underperformed over the last three years due to its low exposure to the tech sector, which has driven AI-related gains. The video aims to explore scenarios where SCHD can continue to outperform, focusing on its underlying methodology tracking the Dow Jones US Dividend 100 index.
Aug 12, 2026
5 Dividend Stocks at a 52 Week Low!
The creator highlights five stocks currently trading at their 52-week lows, despite a strong market rally primarily driven by big tech. The first stock discussed is S&P Global, which has seen its share price decline significantly while revenue and earnings per share have remained stable or grown. This pullback has led to a substantial decrease in its valuation multiple, presenting a potential buying opportunity.
Aug 11, 2026
Insiders Buying Pfizer Stock at a 52 Week Low! | Pfizer (PFE) Stock Analysis! |
Insiders have recently purchased Pfizer (PFE) stock for the first time in over 1.5 years, coinciding with the stock trading near 10-year lows and offering a high dividend yield of around 6.4%. Despite recent struggles and underperformance, the stock has seen a slight recovery this year. The analysis highlights stagnant revenue growth and a decline in earnings per share following the COVID-19 boom, with recent guidance suggesting continued revenue stagnation through 2026. The acquisition of Seagen is also noted as a factor impacting financials.
Aug 3, 2026
The Top 10 High Yield Dividend Stocks for 2026!
The creator revisits their top 10 high-yield stock list from early 2026, evaluating performance and dividend sustainability. Energy Transfer (ET) is highlighted as a successful pick, outperforming the market with significant price gains and a growing dividend, despite an initial high yield that often signals risk.
Jul 31, 2026
I Analyzed 1 Million Words of Earnings Calls… The Consumer Is Cracking.
The creator analyzes consumer sentiment and its impact on stocks like Pepsi, Domino's Pizza, McDonald's, Chipotle, and Starbucks, noting their underperformance relative to the market. The video details a Python project using Oxylabs to automate the analysis of earnings call transcripts, focusing on management's commentary regarding consumer health, inflation, and pricing.
Jul 30, 2026
Microsoft Stock is STILL UNDERVALUED! | Microsoft (MSFT) Earnings Analysis! |
The creator analyzes Microsoft's (MSFT) recent earnings report, noting strong revenue and EPS beats. Despite a recent rally, the stock is still down year-to-date. The analysis highlights growth in Intelligent Cloud and Productivity segments, stable margins, but a decline in free cash flow due to increased CapEx for AI investments. The creator believes Microsoft is still undervalued.
Jul 29, 2026
META STOCK IS CRASHING! (Meta Stock Earnings Analysis!)
Meta stock experienced a significant drop of 6.5% in after-hours trading following its latest earnings report, extending a losing streak to nine consecutive sessions. Despite a miss on GAAP earnings per share, the company demonstrated exceptional revenue growth of nearly 28% year-over-year, driven by increases in daily active users, ad impressions, and average ad prices. The creator is analyzing whether this price drop presents an opportunity.
Jul 28, 2026
Is Coca Cola Stock a Buy After a Massive Earnings Report? | Coca Cola (KO) Stock Analysis!
The creator discusses Coca-Cola (KO) stock's recent performance, highlighting its new all-time highs following a strong earnings report. The analysis covers revenue growth, dividend metrics, and a comparison with Pepsi, ultimately assessing the company's quality and fundamentals. The creator notes KO's outperformance against the S&P 500 on a total return basis over certain periods and expresses satisfaction with their personal portfolio gains from the stock.
Jul 27, 2026
Congress Has Been Loading Up on These 2 Stocks in 2026!
The creator discusses two stocks that members of Congress have been buying, focusing on S&P Global (SPGI) as a dividend growth stock. The analysis highlights a significant increase in congressional buying of SPGI in Q2 2026, following a substantial sell-off in Q1. The creator argues that despite the stock price decline, sales, dividend payouts, and free cash flow continue to grow, suggesting an attractive valuation multiple, particularly on a forward PE basis which is at a 5-year low.
Jul 23, 2026
McDonald's Stock is at a 52 Week Low! | McDonald's Stock Analysis! |
McDonald's stock has reached a 52-week low, down approximately 12% over the past year. This decline has brought its PE multiple to 20.07, which is lower than the S&P 500's multiple, a rare occurrence for the company. The stock's current yield of 2.8% is among its highest in recent years, supported by a consistent free cash flow payout ratio. The analysis delves into McDonald's business model shift towards franchising, which has improved profitability metrics despite stagnant revenue per share.
Jul 22, 2026
Google’s Earnings Were Incredible—But There’s One Huge Problem (GOOG Stock Analysis!)
Google's latest earnings report showed incredible revenue growth of 24.2% year-over-year, reaching $119.8 billion, and a GAAP EPS beat of $6.22. However, adjusted EPS slightly missed estimates. The significant GAAP beat was driven by large unrealized gains from Google's stakes in companies like SpaceX and Anthropic, which contributed $98 billion to other income. Despite concerns about AI impacting search, Google Search revenue grew 17%, and other segments like subscription platforms and YouTube Ads also showed strong growth. The company's EPS has more than doubled in the last 3-4 years, and its Gemini app has reached 950 million monthly active users.
Jul 22, 2026
These “Safe” Dividend Stocks Could Cut Their Dividends...
The creator discusses "safe" dividend stocks that may be at risk of cutting their dividends, contrasting them with high-yield stocks with sustainable payouts. The video highlights PepsiCo (PEP) as an example of a company with a historically low valuation multiple and high dividend yield, but questions the sustainability of its dividend due to capital allocation concerns. The creator also references a past prediction of a dividend cut for 3M stock.
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