Famed investor Peter Lynch wrote about "buying what you know" and looking for stock ideas in products or services that you use.

While I was in our shop this week, I noticed the green Waste Management wheelie bin, and then a can of Krylon spray paint caught my eye.

I felt like Cole Sear in the Sixth Sense - "I see DIVIDENDS. All the time. They're EVERYWHERE!"

To share with you my chilling experience, I snapped some actual pictures of real-life DIVIDENDS at work!

Buckle up for five products and one service that my company has given money to (although the conduit came from Zoro.com, you get the idea).

Product: Krylon spray paint

Ticker: SHW

Owner: Sherwin-Williams Company

Fun Fact: Krylon was acquired by Sherwin-Williams in 1990, and its name was created by combining the first and last letters of the founder's last name (Kester) with the first letters of "nylon."

Product: Linde Oxygen Tank

Ticker: LIN

Owner: Linde plc

Fun Fact: Founded in 1879 by Carl von Linde in Germany, Linde is now the world's largest industrial gas supplier and was formed through a merger with Praxair in 2018.

Product: Atkore Electrical Conduit

Ticker: ATKR

Owner: Atkore

Fun Fact: Atkore was formed in 2010 when private equity firm Clayton Dubilier & Rice purchased Tyco's electrical business, and the company went public in 2016.

Product: Waste Management trash service

Ticker: WM

Owner: Waste Management

Fun Fact: Waste Management is the largest waste disposal company in North America, operating 254 active landfills.

Product: Formula 409 Spray

Ticker: CLX

Owner: The Clorox Company

Fun Fact: Formula 409 was invented in 1957 as an industrial degreaser, and according to some sources, got its name because it was the 409th formula tested.

Product: Rust-Oleum Spray Paint

Ticker: RPM

Owner: RPM International Inc.

Fun Fact: Rust-Oleum was founded in 1921 by sea captain Robert Fergusson, who discovered that fish oil prevented rust on his ship's metal deck.

Of these companies, I'm most interested in Waste Management, Sherwin-Williams, and Linde. They appear positioned to not only be technology disruption-proof but also to benefit from AI and tech innovations.

They're solid companies that rarely go on sale for a deep discount, and the best we can usually hope for is to pay a fair price for these wonderful businesses.

I'd love to know if you own any of these companies my employer has helped support or if you'd be interested in owning any of them.

Or, simply hit reply and let me know what dividend paying companies you use that might be interesting, I'll respond to every one!

😁THANK YOU to all who responded to the last newsletter!!

Check out the portfolio on Blossom, the podcast, or see what’s cooking on YouTube.

And now, here is this week's portfolio activity...

Dividends Received This Week ~$203.90

AbbVie (ABBV) | $41.00
Global X MLP & Energy Infrastructure ETF (MLPX) | $38.88
Agree Realty (ADC) | $26.11
Realty Income (O) | $60.41
Main Street Capital (MAIN) | $37.50

Dividends Received Year to Date~

$2,085.02

Stocks Sold (AVERAGE)

1 VICI Properties (VICI) 6/20/25 $32.50 Call | $49.34
3 Vanguard Intl. Dividend Appreciation ETF (VIGI) | $86.59

Stocks Bought (AVERAGE)

2 Realty Income (O) | $54.85
15 Schwab Intl. Dividend ETF (SCHY) | $26.35
4 Schwab US Dividend ETF (SCHD) | $26.23

Notable Ex-Dividends This Week + SSD Score

5/19 Chevron (CVX), 4.81% | 90VS
5/19 American States Water (AWK), 2.34% | 98VS
5/19 Nexstar Media (NXST), 4.21% | 60BS
5/19 United Parcel Service (UPS), 6.47% | 50BS
5/20 Snap-on (SNA), 2.58% | 99VS
5/20 Valero Energy (VLO), 3.33% | 60BS
5/20 Prudential Financial (PRU), 5.03% | 75S
5/21 Archer-Daniels-Midland (ADM), 4.07% | 70S
5/23 Robert Half (RHI), 4.92% | 70S

🎙️Podcast of the week🎙️

How Scott Galloway Turned $8...

May 16 · My First Million

64:22

I'm a fan of Professor Scott Galloway and thought he had a very through provoking opinion on the future of the US stock market and where he's putting his money... Check him out on this guest appearance with the MFM boys.

🎦If you missed it, I kinda ripped into the OMAH ETF, but as a member of the Berkshire cult, I'd like to think I did our lord and savior Warren Buffett proud.😆

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🎶Random music from the Dapper Dividends Jukebox🎶

Bryan Adams - Summer of 69