American Waterworks (AWK) is presented as a strong investment opportunity with a current yield above its 4-year average, consistent dividend growth, and a PE ratio below its historical average, suggesting significant upside potential.
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5 future dividend aristocrats for your core and satellite portfolio
Aug 22, 2026
The creator discusses the core and satellite portfolio approach for dividend investors, emphasizing the importance of selecting companies with strong dividend growth potential and resilience against AI disruption. The video highlights five future dividend aristocrats, focusing on those not overvalued and with sustainable business models. The creator also shares a personal anecdote about investing in SCHD.
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Kroger is presented as a bargain opportunity for value investors, with a current PE below its historical fair value, offering an attractive yield and potential for significant total returns.
Lockheed Martin is currently trading at a lower PE than its 10-year average, making it appear overvalued, but the creator suggests it's a good candidate for a watchlist, cash-secured puts, or dollar-cost averaging.
The creator mentions writing cash-secured puts on Lowe's as part of a strategy to generate income on companies they would be comfortable owning.
Waste Management appears overvalued based on current Fast Graphs, but historically it's not excessively so, and it offers consistent dividend growth, making it attractive despite a premium price.
Home Depot is presented as a future dividend aristocrat with 16 years of dividend increases, fitting the criteria for a satellite portfolio position.