The creator discloses they are long the ETF CHY.
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PPC Ian Dividend Investing Update (Good News, Bad News, & New Plans)
Sep 12, 2026
The creator provides an update on their dividend investing journey, highlighting Altria (MO) as a successful investment. They discuss Altria's recent dividend increase, its current valuation, and the impressive yield on cost achieved from early investments. The creator also touches on the challenges of investing in 'sin stocks' and mentions Realty Income (O) in relation to their current location.
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The creator discloses they are long the ETF CHD.
Marriott Vacations Worldwide (VAC) has flourished after being bought on a deep discount, validating a thesis on baby boomers buying luxury travel experiences.
The creator notes that Simon Property Group owns the Forum Shops at Caesar's Palace, which is a property VICI does not own.
PepsiCo is a preferred alternative to Campbell's due to its similar dividend yield and being in a 'much different league' as a company.
McDonald's is a core quality stock, down 25.8% from its 52-week high, with a forward PE dipping below 20, making it an attractive buy opportunity.
The creator will hold their shares of Campbell Soup Company (CPB) despite a 36% dividend cut, as it was a known possibility and the stock is a small position, but they are no longer adding to it and are shifting focus to quality.
The creator mentions owning Realty Income (O), a REIT, which has a stake in the Arya Resort where the creator is currently staying.
Altria (MO) has successfully increased its dividend by 4.7%, demonstrating business confidence and rewarding the creator's early investment, which is now considered fairly valued.
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MCDbuy opened Sep 12, 2026
-3.97%