Each week you'll learn how to be a better dividend investor and follow the journey of a welder with a passion for passive income to $1,000,000 and beyond.
Share
What Happened to SCHD?
Published about 2 hours ago • 2 min read
Here's your weekly helping of interesting investing information and insights.
SCHD used to crush other dividend funds, but it's been struggling lately—if you own it or are thinking about buying it, this article explains what went wrong and whether you should sell or buy more.
Normally requires a paid SeekingAlpha subscription - I'm gifting you FREE access!
Quote I'm Thinking About
"Everything's amazing and nobody's happy." - Comedian Louie CK
William Green interviewed and introduced us to young fund manager Nima Shayegh. I especially loved his concept of "blown-awayness" when evaluating a company. Examples are Tesla (TSLA) full self driving and Amazon (AMZN) same day delivery.
Do you know what Warren Buffett’s biggest mistake is? Buying Berkshire Hathaway (BRK-B). He committed a major amount of money to a terrible business.
In this fun interview from 2010, he explains why, and the moral of the story is simple: “If you get in a lousy business, get out of it.”
But even Warren admits he’s tempted every now and then to buy “cheap” businesses.
The lesson he shares? “You don’t want to buy things that are cheap.You want to buy things that are good. It’s much better to buy something that’s good at a fair price than something that is cheap at a bargain price.”
It's that time of year when we're flooded with "best of" episodes. This one from Shane Parrish didn't disappoint and my favorite was Bill Belichek on success in life and the NFL and Anthony Scilipoti and how you can't rely on AI...you still have to put the work in.
Disclaimer: This is not investment advice. Do your own research before making any investment decisions.
😁THANK YOU to all who responded to the last newsletter!!
3 Ares Capital (ARCC) | $19.80... One of the best in class Business Development Companies (BDCs) and I feel very comfortable buying below its current net asset value (NAV) of $20.01 per share.
I use Seeking Alpha to research stocks and find new investment ideas and right now they're offering $30 off Premium!
Premium: $269/year (save $30) + 7-day free trial
Get access to stock ratings, data-driven insights, and institutional-grade research tools.
*This is an affiliate offer, and I will receive a small commission at no additional cost when you buy a premium annual subscription after clicking the image above.
Each week you'll learn how to be a better dividend investor and follow the journey of a welder with a passion for passive income to $1,000,000 and beyond.
Here's your weekly helping of interesting investing information and insights. What I'm Reading Uber: Headline Volatility Creates Chaos, But I'm Loading Up With Conviction Uber Technologies (UBER) stock dropped 12% on fears about self-driving cars from Waymo, owned by Alphapet (GOOGL) and Tesla (TSLA), but this analyst (and myself) think the market is overreacting and sees Uber rising 40% to $110 per share by 2026. Uber is partnering with multiple robotaxi companies instead of competing...
Here's your weekly helping of interesting investing information and insights. What I'm Reading The 5 Dividend Stocks I'd Trust With Everything I Own Leo Nelissen shares his hand-picked list of 5 dividend stocks he trusts so much that he'd be comfortable owning only these companies, and explains why each one could deliver strong long-term growth and income. Stocks mentioned: Texas Pacific Land (TPL) GE Aerospace (GE) Agree Realty (ADC) CME Group (CME) Antero Midstream (AM) Normally requires a...
Here's your weekly helping of interesting investing information and insights. What I'm Reading The Dividend Growth Trifecta: Hunting For Quality, Yield, And Growth Austin Rogers shows how to find stocks that offer all three things dividend investors want: quality companies, good dividend payments, and growing dividends over time. He touches on why SCHD is off his buy list, why now is a good time to look at utilities and consumer staples sectors, and gives four specific stock picks that check...
