Top 5 Dividend Stocks to Buy in 2026‼️ — Transcript

Discover the top 5 dividend stocks to buy in 2026 and learn how to build a sustainable dividend income stream for financial freedom.

Key Takeaways

  • Dividend investing can create a reliable income stream to cover vacations and living expenses.
  • Long-term consistent investing, even with modest monthly contributions, can lead to substantial dividend income.
  • Warren Buffett’s dividend income from his portfolio exemplifies the power of dividend investing.
  • Patience and persistence are key; early years may show small returns but growth accelerates over time.
  • Investing more monthly accelerates dividend income growth and financial independence.

Summary

  • The video explores how dividend income can cover vacations and monthly bills, creating financial independence.
  • It explains the concept of a dividend money infinite loop and how dividend income can grow substantially over time.
  • Warren Buffett’s Berkshire Hathaway is used as an extreme example of dividend income success.
  • The video breaks down dividend income goals and how even middle-class earners can build significant dividend portfolios.
  • A practical example is given showing how investing $1,000 monthly at a 4% yield grows dividend income over 30 years.
  • By year 5 to 10, dividend income can cover vacation expenses; by year 20 to 30, it can cover all bills.
  • Higher earners investing $3,000 monthly can accelerate dividend income growth.
  • The importance of long-term investing and patience is emphasized, comparing dividend growth to physical fitness progress.
  • Viewers are encouraged to like, subscribe, and comment on the video for engagement.
  • The video promises to share the top 5 best dividend stocks to buy right now.

Full Transcript — Download SRT & Markdown

00:00
Speaker A
I want you to take a moment, I want you to imagine something. Imagine a life where you make so much dividend money that that pays for your vacations every single year.
00:25
Speaker A
You go to wherever you want in the world each year and it's all paid for just by your dividends. You don't ever have to worry about your income, you don't have to worry about your business, anything like that, just the dividend money you're getting paid out, you get to go on vacations every single year. But let's take it a step further.
00:52
Speaker A
Let's imagine even deeper. Imagine a life where all of your bills are paid for just by your dividend income.
01:02
Speaker A
Not by working, not by a business, just by dividend money coming in, right?
01:10
Speaker A
Your mortgage or your rent, your car bill, if you got one, right, your phone bill, your internet, groceries, all that stuff covered for every single month just by dividends.
01:20
Speaker A
Now, that would be a pretty amazing life, right?
01:23
Speaker A
Okay, so there's two core subjects we're going to get into in this video here today.
01:30
Speaker A
First one is how to create a dividend money infinite loop, how long it will take, and how substantial this can get, and you'll be pretty shocked at what you can achieve just over a few year time period, okay?
01:47
Speaker A
Number two, I'm going to share in this video my top five best dividend stocks to buy right now.
01:56
Speaker A
We're going to get into that in this video. One thing, one thing all I need from you guys, I've been prepping this video all day for you guys. One thing I need if you could just smash that like button for me, that would mean the world.
02:09
Speaker A
And that's it. As long as you can make that thumbs up icon glow, that's all I need from you. Additionally, if you want to see more of my videos in the future, including the best stocks I can find to buy out there at a particular time, portfolio updates, all that good stuff, make sure you're subscribed to the channel.
02:25
Speaker A
It's free to do so.
02:26
Speaker A
Additionally, if you want to leave me a comment, I would love to hear your guys' opinion on this.
02:36
Speaker A
I was looking at these two today, Purosangue, these Ferraris.
02:40
Speaker A
Which one do you like better?
02:44
Speaker A
And when I say like better, I mean, which one's more catchy?
02:50
Speaker A
Which one's sexier?
02:51
Speaker A
Is it this orange one, the Rosso Dino, or is it the Rosso Corsa or something like that?
03:00
Speaker A
I can't remember what they call this one.
03:02
Speaker A
Rosa Corsa, something like that.
03:03
Speaker A
You tell me, which one do you like better?
03:06
Speaker A
Let's just call it the orange one or the red one.
03:10
Speaker A
I'll look in the comments, I would love to hear from you guys down there, okay?
03:13
Speaker A
Alrighty, ladies and gentlemen, listen.
03:18
Speaker A
If we want to talk dividends, I want to take you to the most extreme example in the whole world I can find for dividends, okay?
03:27
Speaker A
It is none other than the world famous Warren Buffett.
03:30
Speaker A
Warren Buffett's company, Berkshire Hathaway, makes somewhere around five to six billion dollars a year.
03:40
Speaker A
In just dividend income from all the stocks they own.
03:44
Speaker A
Think about that for a moment, okay?
03:46
Speaker A
And now we can begin to work backwards in regards to thinking about where's your dividend income goal?
03:52
Speaker A
Is it 10,000 a year, 50,000 a year, 100,000 a year, a million dollars a year?
03:58
Speaker A
Whatever number it is, I can promise you, it's a very small number.
04:04
Speaker A
Compared to what Warren Buffett has achieved with his company over time.
04:08
Speaker A
Imagine making five billion dollars a year in just dividends paid out from the stocks you own.
04:13
Speaker A
That's crazy.
04:14
Speaker A
Absolutely crazy.
04:15
Speaker A
Coca-Cola dividend alone, they get, they get over 800 million dollars a year.
04:20
Speaker A
Paid out in dividends just from Coca-Cola.
04:23
Speaker A
Apple pays them just under 800 million.
04:26
Speaker A
Look at American Express. American Express alone pays Warren Buffett's companies 570 million dollars a year.
04:32
Speaker A
Just in dividends for holding the stock.
04:35
Speaker A
This is pretty insane.
04:36
Speaker A
The second rule, from its Coca-Cola stake alone, Berkshire earns roughly 26 per second.
04:43
Speaker A
1,552 per minute, and 2.23 million per day.
04:47
Speaker A
Is how much Warren Buffett's company makes.
04:50
Speaker A
Just from the Coca-Cola dividends.
04:52
Speaker A
That's insane, right?
04:53
Speaker A
Basically, every two years they make more than the total amount they put into Coca-Cola back in the 80s.
05:00
Speaker A
Crazy, man.
05:01
Speaker A
Absolutely crazy, okay?
05:02
Speaker A
Now, let me show you how this is done on a practical basis.
05:08
Speaker A
So you can begin to understand like, you know, what I really want you to focus on is right here and right here, okay?
05:15
Speaker A
Annual dividend income and how much you're putting in over time, right?
05:20
Speaker A
Don't focus on this as much as kind of put like if you got like a 15% return over time.
05:23
Speaker A
But this is not the important part.
05:25
Speaker A
Focus here and focus here, okay?
05:27
Speaker A
This is if you're like a middle class earner, okay?
05:30
Speaker A
If you're kind of in the middle class, you should be able to put at least a thousand dollars a month in your portfolio.
05:36
Speaker A
So let's imagine all a thousand dollars went into a dividend stock.
05:40
Speaker A
Dividend stock yielded somewhere around a 4% roughly yield, right?
05:43
Speaker A
At first, it doesn't seem like crap.
05:46
Speaker A
You're like, big deal.
05:48
Speaker A
I made like 500 dollars the first year.
05:50
Speaker A
Don't focus on the first year results.
05:52
Speaker A
I could promise you, if you're thinking about investing and you're focused on year one and what your returns are, you're not doing this game right, okay?
05:59
Speaker A
It's very similar to going to the gym, and I'm sure a lot of people can understand this.
06:06
Speaker A
You go to the gym and you start working out, right?
06:10
Speaker A
You get a gym membership, you're all jacked up.
06:12
Speaker A
Like, I'm going to get in great shape, right?
06:14
Speaker A
At first, you're not going to see much progress, like that's how it is for most people.
06:20
Speaker A
You're not going to see much progress at all.
06:22
Speaker A
But as you keep putting in the work, all of a sudden you're going to, if you're trying to drop weight, you're going to start seeing those pounds come off.
06:30
Speaker A
You're going to start feeling better about yourself.
06:33
Speaker A
Your body's going to start looking better, right?
06:35
Speaker A
If you're trying to go for gains, like as time ticks on, the mass begins to accumulate, right?
06:40
Speaker A
Same exact thing in investing and same exact thing with dividends.
06:45
Speaker A
As time goes on, it begins to really work in your advantage.
06:50
Speaker A
And it really becomes your friend.
06:52
Speaker A
At first, it might not look like much.
06:56
Speaker A
And you might look at it and be like, oh, you know.
07:00
Speaker A
I'm putting in all this work, is it really worth it?
07:03
Speaker A
Trust me, as the years tick on, you're going to look back and be like, oh my gosh, was this worth in the end, right?
07:09
Speaker A
So, now we go to year five, right?
07:11
Speaker A
By year five, you're starting to make vacation money, right?
07:14
Speaker A
You're getting paid about 3,300 a year in dividends.
07:20
Speaker A
We can call it between 3,000, you know, between years five and 10.
07:25
Speaker A
You start making between 3,000 and 9,000 a year in just dividend income, right?
07:29
Speaker A
That's vacation money right there.
07:31
Speaker A
You can go on some nice vacations with that money, right?
07:33
Speaker A
Now, by the time you kind of end that 20 year to 30 year time frame, now you're making enough to cover your bills.
07:39
Speaker A
It depends on how much your bills are, right?
07:41
Speaker A
But by year 20, you're starting to make 35,000 a year just in dividend income, right?
07:46
Speaker A
By year 25, you're making 63,000 a year.
07:50
Speaker A
Just in dividend income.
07:53
Speaker A
And by year 30, you're starting to make well over, you know, six figures plus in just dividend income, right?
07:58
Speaker A
That's cover your bill money.
08:01
Speaker A
If you're somebody that's in the middle class, right?
08:03
Speaker A
And so, you got to understand like, by year, by, by the time you're into year five to 10.
08:10
Speaker A
You're already making very nice vacation.
08:14
Speaker A
That'll pay you for your vacations the whole year.
08:16
Speaker A
You know, if it's just you or if it's you and a family, like that's going to cover you, right?
08:20
Speaker A
And then by year 20, you're already starting to talk about it's covering your bills at that point in time.
08:24
Speaker A
Now, let's take it up a step.
08:27
Speaker A
Let's say you're somebody watching this and you're a low six figure earner, or let's say you're on your trajectory to become a low six figure earner.
08:34
Speaker A
Let's call it somewhere, somebody that's making between about 100 grand.
08:37
Speaker A
And maybe about a quarter million a year, right?
08:40
Speaker A
Listen.
08:42
Speaker A
If you're making between, you know, let's call it somewhere in there, you should be able to put at least 3,000 a month.
08:50
Speaker A
So let's say you're putting 3,000 a month toward your dividend stocks, right?
08:53
Speaker A
Year one, once again, it's not going to look like much.
08:56
Speaker A
You made like 1,500 bucks that year, right?
08:58
Speaker A
But by year five, you're already stacking vacation money.
09:02
Speaker A
You're making like 10,000 a year just in dividend income, right?
09:06
Speaker A
By year five.
09:07
Speaker A
That's vacation money right there, baby, okay?
09:09
Speaker A
By year 10, in this situation, you're like a world traveler.
09:14
Speaker A
You're starting to make like 27,000 a year just in dividend income, right?
09:19
Speaker A
By year 15 to 20, your bills are covered.
09:24
Speaker A
You're talking 55,000 to 105,000 a year in dividend income.
09:30
Speaker A
And by year 30, you got stupid money. I mean, we're talking your dividend income a year is 1.1 million dollars.
09:36
Speaker A
This is ridiculous.
09:37
Speaker A
Like, it's just ridiculous.
09:38
Speaker A
What are you going to do with 1.1 million dollars a year?
09:41
Speaker A
Like, it's just ridiculous, right?
09:42
Speaker A
And so, the moral of this story is, as the years tick on.
09:46
Speaker A
The numbers start getting crazy.
09:48
Speaker A
Don't get frustrated by your, you know, amount of dividend income you have in that first few years.
09:53
Speaker A
Do not get frustrated.
09:54
Speaker A
It starts to build and build and build.
09:58
Speaker A
And next thing you know, you start hitting year five, year 10, year 20, and it's like, oh my gosh, this is getting insane, right?
10:03
Speaker A
The other thing to remember, income versus expenses.
10:07
Speaker A
The better your income is, the faster you're going to get that snowball rolling.
10:12
Speaker A
And the faster you're going to get to crazy money.
10:15
Speaker A
So, if you're somebody watching this and you make less than six figures a year right now, I think your number one focus should be getting to six figures plus, right?
10:22
Speaker A
And you can still focus on investing, that's what I did back when I was making like 50,000, 60,000 a year.
10:27
Speaker A
I focused on my investing, but I also focused on how I can get my income up, right?
10:30
Speaker A
Is it to start a business, is it to get a better job?
10:33
Speaker A
Those sorts of things, right?
10:34
Speaker A
But like, if you start making six figures plus a year, you're going to be able to stack way more money.
10:40
Speaker A
That money's going to compound way faster.
10:43
Speaker A
Make you way more money.
10:45
Speaker A
And by the time you're already at like year 10 of doing this, it's like, you got so much money coming in, it's just ridiculous, right?
10:50
Speaker A
And by year 20, it's like, you don't even know what to do with all the money.
10:53
Speaker A
And the other thing that's important.
10:55
Speaker A
Start early.
10:57
Speaker A
If you just started dividend investing when you're 60, I mean, you can do that.
11:01
Speaker A
It's just.
11:02
Speaker A
It's a harder game.
11:03
Speaker A
You know.
11:04
Speaker A
Time matters.
11:06
Speaker A
This is why you want to get started either when you're a teenager or in your 20s.
11:10
Speaker A
Worst case scenario, 30s.
11:12
Speaker A
But you really don't want to wait till 40s, 50s.
11:16
Speaker A
You know.
11:17
Speaker A
It's better to start at 45 than never to start, right?
11:20
Speaker A
But I'm just saying it's a lot better to start at 25.
11:22
Speaker A
A lot better to start at 20, right?
11:24
Speaker A
I was fortunate to get started when I was in college, I was like 18, 19 years old.
11:30
Speaker A
And get started in this game with very modest amounts of money.
11:33
Speaker A
My first investments were a few hundred bucks.
11:35
Speaker A
Like, you know.
11:36
Speaker A
We came a long way from there, but all I'm saying is like you got to get started at some point in time.
11:40
Speaker A
And the earlier the better.
11:42
Speaker A
Now, I just showed you guys a lot of like compounding related stuff.
11:46
Speaker A
I have a very professional compound calculator now.
11:50
Speaker A
It is free to access this, okay?
11:52
Speaker A
You go to 1000xstocks.com.
11:55
Speaker A
And you can access the compounding calculator for free on there, okay?
11:59
Speaker A
All the other stuff is like more like paid stuff.
12:01
Speaker A
But free access to this, I'll even put it as the main pinned comment down there, so you can play around with this compounding calculator.
12:09
Speaker A
Still one of the most, one of the best things I ever did in my life.
12:12
Speaker A
Was play around with the compounding calculator.
12:17
Speaker A
My accounting instructor in college had us do this.
12:20
Speaker A
Such an eye, such an eye opening experience for you.
12:24
Speaker A
And anybody that's done it is like, gosh, you really start to see how the money stacks.
12:29
Speaker A
As the years tick on, you get five years in, 10 years in, 20 years in, you're like, oh my gosh, right?
12:34
Speaker A
And it really makes you focus on the long term rather than just focus on what am I making right now?
12:40
Speaker A
What am I making this year, right?
12:41
Speaker A
So that'll be the main pinned comment down there.
12:44
Speaker A
That's free to access.
12:45
Speaker A
The second pinned comment down there is for all you that are looking to apply to join my private stock group, private wealth group.
12:52
Speaker A
Get access to 1000xstocks.com, my private Discord chat.
12:57
Speaker A
Exclusive weekly videos, all that good stuff.
13:00
Speaker A
That'll be the second pinned comment down there.
13:02
Speaker A
You can click on that, fill the form, we'll see if we can get you access in there.
13:05
Speaker A
And we'll send you your steel membership cards to your house when you join us in there.
13:10
Speaker A
Lifetime membership card, maybe.
13:11
Speaker A
Only a select few of that.
13:13
Speaker A
Private group card.
13:15
Speaker A
Steel private group card, and then our 1000x card that gets sent to everybody that's a member of 1000x, okay?
13:19
Speaker A
Alrighty, next up here, let's get into my top five dividend stocks to buy right now.
13:23
Speaker A
Alrighty, folks, we got some bangers here.
13:25
Speaker A
You ready?
13:26
Speaker A
Number one of these five is Nike.
13:28
Speaker A
NKE, Nike, the stock's up over 8% just in the past five days alone.
13:33
Speaker A
It's been a hated stock, it's been a stock that has done horrible the last few years.
13:37
Speaker A
But this stock is already bottomed in my opinion, bottom, bottomed.
13:43
Speaker A
And we got a long way to go in regards to the run in regards to Nike, okay?
13:47
Speaker A
Now, when it comes to Nike, you got to understand.
13:50
Speaker A
When you're looking at dividend stocks, there's a few things you got to look at.
13:53
Speaker A
To kind of say, can I count on this company, right?
13:55
Speaker A
You got to be able to count on a company that pays out consistently every three months, ideally, right?
13:59
Speaker A
And Nike is clearly a company, look at its dividend history, that pays out consistently, right?
14:02
Speaker A
So it's not like you're like, I don't know if they're going to pay out my dividend.
14:07
Speaker A
They're there to pay your dividend every three months, right?
14:09
Speaker A
Additionally, you got to count on a company that can up the amounts over time.
14:12
Speaker A
And Nike has proven year in and year out, they can up the amount that they're paying, right?
14:16
Speaker A
The third thing that Nike's done that's amazing.
14:18
Speaker A
Is you have to ask yourself, can a dividend stock pay out the dividend?
14:24
Speaker A
And maybe even up it during tough times for the business.
14:27
Speaker A
Not all, not all companies are always going to have their earnings per share go up.
14:34
Speaker A
And it's going to be like, oh, this.
14:36
Speaker A
You know, just so amazing.
14:38
Speaker A
All companies, I don't care what company it is.
14:41
Speaker A
Every single company goes through tough times.
14:44
Speaker A
Every single one.
14:47
Speaker A
Every single one.
14:50
Speaker A
There's no such thing as companies that the revenues and the net income and the earnings per share only go up.
14:56
Speaker A
And the margins only go up every single year.
14:58
Speaker A
No, they're going to go through tough times.
15:00
Speaker A
Sometimes their revenue's going to go down.
15:02
Speaker A
Sometimes their earnings per share is going to go down.
15:04
Speaker A
Sometimes their net income's going to go down.
15:06
Speaker A
Sometimes, you know.
15:08
Speaker A
Their margins are going to go down.
15:10
Speaker A
It is what it is.
15:11
Speaker A
But if that company is in tough times, can they still pay out the dividend?
15:16
Speaker A
Can they still up it?
15:17
Speaker A
Nike's went through tough times the last few years and they still been able to pay out the dividend.
15:22
Speaker A
And they still been able to up the dividend.
15:25
Speaker A
That is legendary right there.
15:27
Speaker A
Nike has consistently increased its annual dividend for 25 consecutive years.
15:32
Speaker A
Right?
15:33
Speaker A
In terms of upping the dividend increases, they've upped the dividend increases for 25 straight years.
15:38
Speaker A
They have a dividend payout history all the way back to the 80s.
15:42
Speaker A
All the way back to 1986, right?
15:44
Speaker A
The recent dividend yield is very nice for every one share you own, you get paid a dollar 64, which is beautiful, right?
15:50
Speaker A
And that's a big dividend yield for a stock that's in the 40s right now.
15:54
Speaker A
Very, very nice.
15:55
Speaker A
Dividend yield on Nike is over 3.5%.
15:58
Speaker A
We're looking at 1000xstocks.com right now, right?
16:00
Speaker A
That's beautiful.
16:01
Speaker A
Now, additionally, when it comes to Nike.
16:04
Speaker A
Here's the most amazing thing, okay?
16:06
Speaker A
I mean, there's a lot of amazing things about Nike, but this is just one of them, okay?
16:10
Speaker A
Listen.
16:12
Speaker A
This company, you're getting the stock at prices it was back in 2014.
16:18
Speaker A
You're getting 2014 pricing on this stock right now.
16:20
Speaker A
That will not last.
16:21
Speaker A
By the end of this year, the stock's going to be, in my opinion, dramatically higher than where it is right now.
16:26
Speaker A
I'm not even talking five years out, 10 years out, things like that, right?
16:29
Speaker A
Just between now and then to the year, right?
16:31
Speaker A
Additionally.
16:33
Speaker A
Every single correction and crash in the history of Nike, dating that company all the way back to the 80s, right?
16:40
Speaker A
Has been a huge buy.
16:42
Speaker A
Maybe this time's different.
16:44
Speaker A
Maybe this is a time that the correction and crash is not a buy, right?
16:46
Speaker A
And it's like.
16:47
Speaker A
We're going to look back and we're going to be like, nope, Nike, that was the time.
16:52
Speaker A
You know, Nike ended.
16:54
Speaker A
Listen, man.
16:55
Speaker A
I can go through the history of Nike all the way back to the 80s.
17:02
Speaker A
And I can show you countless crashes.
17:05
Speaker A
Countless corrections in the stock.
17:07
Speaker A
And every single time, the stock went on, you know, a few years later to set new all-time highs.
17:13
Speaker A
And guess what, the dividends got up.
17:15
Speaker A
They got bigger.
17:16
Speaker A
I can tell you countless times, I can take you through the history of times that Nike was doubted.
17:21
Speaker A
People are like, no, Nike's falling off.
17:23
Speaker A
Oh, there's this competitor.
17:25
Speaker A
Blah, blah, blah.
17:26
Speaker A
Again and again and again.
17:29
Speaker A
And yet Nike comes back to win.
17:32
Speaker A
They're just like their great athletes are.
17:34
Speaker A
Their great athletes always are counted out.
17:40
Speaker A
And they always end up coming through in the end.
17:44
Speaker A
And they win the Super Bowls, and they win the NBA finals.
17:48
Speaker A
And they win the tennis matches.
17:50
Speaker A
And it happens time and time again.
17:54
Speaker A
Every time somebody says, oh, they've fallen off.
17:57
Speaker A
They come back and they win the championship again.
18:00
Speaker A
And so that's exactly what's going on with Nike right now.
18:02
Speaker A
And, um, you know, it's a pretty extraordinary opportunity.
18:07
Speaker A
So Nike, phenomenal dividend stock.
18:11
Speaker A
And, um, I think there's going to be a lot of money to be made in terms of appreciation of the stock price as well.
18:15
Speaker A
It has appreciated 25,000% all time.
18:18
Speaker A
And, um, there's a lot further to go in regards to that, okay?
18:21
Speaker A
Number two of these five stocks is.
18:24
Speaker A
Chevron Corporation.
18:26
Speaker A
CVX is the ticker symbol on this one.
18:29
Speaker A
The stock's around 180 bucks right now.
18:31
Speaker A
Now, all these oil and gas stocks have been in the news a lot lately.
18:35
Speaker A
Because oil price was going insane.
18:37
Speaker A
Now it's come back a lot.
18:38
Speaker A
Listen.
18:39
Speaker A
With companies like Chevron, you got to judge them much more on the long term earnings of these specific companies, okay?
18:43
Speaker A
Now, I want to show you a new feature.
18:45
Speaker A
We have on 1000xstocks.com.
18:48
Speaker A
Everybody that's a member of 1000x.
18:50
Speaker A
You need to check out this feature.
18:51
Speaker A
It's insane, okay?
18:52
Speaker A
It's our reports feature, okay?
18:54
Speaker A
So you can type in a ticker symbol like CVX, Chevron, that we're looking at right here.
18:59
Speaker A
And you can either generate an entry level report or you can generate a hedge fund level report.
19:03
Speaker A
What I did for you guys in this video is because I don't know, you know, everybody's on different levels of this game.
19:09
Speaker A
I generated you an entry level report for Chevron, right?
19:11
Speaker A
And what we show you here is what you should be researching with a company like Chevron, right?
19:15
Speaker A
We also show you like what this company does.
19:17
Speaker A
So look at what the company does, Chevron is a big energy company, it finds oil and natural gas, pulls them out of the ground.
19:25
Speaker A
And turns them into useful products like gasoline, diesel, jet fuel.
19:30
Speaker A
It helps run cars, planes, factories and homes.
19:33
Speaker A
Why people use it?
19:34
Speaker A
People use Chevron because the world still needs a lot of energy every day.
19:40
Speaker A
Chevron is large, well known, and has been around a long time.
19:43
Speaker A
Many buyers trust it to supply fuel and energy products in a steady way.
19:46
Speaker A
Remember, this is an entry level report.
19:48
Speaker A
So this is like if you're like a fifth grader.
19:51
Speaker A
That's how we generate this report to basically talk to you like you're in fifth grade.
19:55
Speaker A
Hedge fund level, that's a, that's.
19:57
Speaker A
That's a lot higher than this, right?
19:58
Speaker A
But I said, I want this to talk to you like you're in fifth grade.
20:02
Speaker A
And so even if somebody's in the fifth grade, they're going to be like, oh, I get it.
20:06
Speaker A
I understand what Chevron does, right?
20:08
Speaker A
How the company makes money.
20:09
Speaker A
It earns money by selling crude, natural gas, gasoline, diesel, and other fuels.
20:13
Speaker A
It also makes money from chemicals, lubricants, and some lower carbon energy products.
20:16
Speaker A
Is the business strong?
20:17
Speaker A
It has many long term customers and business partners.
20:20
Speaker A
Because energy is needed all the time.
20:22
Speaker A
It's not easy to replace because building oil and gas projects takes huge amounts of money.
20:27
Speaker A
Land, equipment, and time.
20:29
Speaker A
Its advantages is its large size, global reach, strong brand.
20:33
Speaker A
And ability to produce and refine energy in many places.
20:36
Speaker A
Financial health, simple view.
20:37
Speaker A
Revenue can go up and down a lot because of oil and gas prices change often.
20:40
Speaker A
Chevron usually makes profit, especially when energy prices are high.
20:43
Speaker A
It is seen as financially solid with a strong balance sheet.
20:46
Speaker A
Lots of cash compared to many smaller energy companies.
20:48
Speaker A
Which is good.
20:49
Speaker A
Six, the biggest risk.
20:50
Speaker A
The biggest risk is falling oil and gas prices.
20:54
Speaker A
When prices drop, Chevron can make much less money.
20:57
Speaker A
It also faces pressure from clean energy growth and government rules about pollution.
21:00
Speaker A
Sure.
21:01
Speaker A
Those are things, right?
21:02
Speaker A
But obviously the current administration, if anything, is like a pullback on clean energy, right?
21:06
Speaker A
Simple bull versus bear.
21:07
Speaker A
Bull case, Chevron could do well if the world keeps needing lots of oil and gas.
21:12
Speaker A
And energy prices stay strong.
21:14
Speaker A
Bear case, Chevron could struggle if oil prices fall, costs rise, or the world moves faster toward cleaner energy.
21:19
Speaker A
Sure.
21:20
Speaker A
That's that's fair, right?
21:21
Speaker A
Final takeaway, Chevron looks like a strong bull cyclical business.
21:24
Speaker A
That means it's big and stable, but its results can swing up and down with energy prices.
21:29
Speaker A
It may fit investors who want a large, established company and understand that the markets can be bumpy, right?
21:33
Speaker A
And that's why a company like Chevron.
21:35
Speaker A
If you invest into it, invest into it for the long term.
21:40
Speaker A
If you're investing in it just because you think oil price might go up.
21:44
Speaker A
Or gas price might go up the next 12 months, don't do it.
21:47
Speaker A
Don't do it, man.
21:48
Speaker A
You're setting yourself up for so much stress.
21:50
Speaker A
It's not even funny.
21:51
Speaker A
These are sorts of companies you just buy them and hold them for the long term.
21:54
Speaker A
Somebody like a Chevron, right?
21:56
Speaker A
And you collect the dividend money.
21:58
Speaker A
It's a big dividend payer too, right?
22:00
Speaker A
Now, if you're researching Chevron.
22:01
Speaker A
This is what we do with 1000x, we tell you like you need to look at this, this, this, this, right?
22:04
Speaker A
Chevron's earnings and cash flows are driven mainly by oil and gas prices.
22:08
Speaker A
Plus how low cost and reliable its production base is.
22:12
Speaker A
Key factor, project quality matters a lot, Permian growth, tangent execution.
22:18
Speaker A
And LNG exposure need to add profitable volume without blowing out costs.
22:22
Speaker A
Critical risk, a long period of weak commodity prices, major project delays, cost overruns, or political regulatory trouble in key regions can pressure returns and buybacks.
22:29
Speaker A
This is phenomenal.
22:30
Speaker A
I mean, look at this.
22:31
Speaker A
This is freaking legendary, man.
22:32
Speaker A
Like, oh my gosh, I would have loved this so many years ago.
22:36
Speaker A
It tells you exactly like what you need to look at this, look at this.
22:40
Speaker A
CVX, Chevron, breaks Chevron into upstream and downstream.
22:44
Speaker A
Upstream usually drives most profits, downstream and chemicals.
22:48
Speaker A
Help smooth results when oil prices weaken.
22:50
Speaker A
Competition.
22:51
Speaker A
Compare CVX with XOM.
22:52
Speaker A
Shell, BP.
22:53
Speaker A
And TotalEnergies.
22:54
Speaker A
On production growth, balance sheet strength.
22:57
Speaker A
Break even oil price and shareholder returns.
22:59
Speaker A
Management.
23:00
Speaker A
Check whether management has a strong record on capital discipline.
23:04
Speaker A
Project delivery, cost control.
23:06
Speaker A
And returning cash through dividends and buybacks.
23:08
Speaker A
Financials.
23:09
Speaker A
Focus on operating cash flow, capex, free cash flow, net debt.
23:13
Speaker A
Return on capital, and whether the dividend is well covered.
23:16
Speaker A
Across a full oil price cycle.
23:18
Speaker A
Key KPIs to track.
23:19
Speaker A
Production volume and mix, show whether growth is coming from higher margin barrels.
23:23
Speaker A
Upstream and downstream costs.
23:25
Speaker A
Show dividend free cash flow.
23:27
Speaker A
Show dividend growth and buybacks.
23:28
Speaker A
Now, Chevron, can you count on the dividend?
23:30
Speaker A
Yes.
23:31
Speaker A
Yes.
23:32
Speaker A
Yes.
23:33
Speaker A
The dividend's there for you, quarter in and quarter out.
23:36
Speaker A
Can you count on dividend raises?
23:38
Speaker A
Yes, yes, yes, yes, yes.
23:40
Speaker A
Dividend raises and raises and raises.
23:42
Speaker A
You can count on that with Chevron, right?
23:44
Speaker A
Dividend yield for Chevron, 3.7% plus.
23:47
Speaker A
So it's called just under a 4% yield.
23:49
Speaker A
And like I said, you can count on Chevron dividends going up.
23:52
Speaker A
And guess what?
23:53
Speaker A
I'm guessing.
23:54
Speaker A
Guessing.
23:55
Speaker A
Chevron's going to make a fortune this year.
23:58
Speaker A
Probably a lot more than they did the previous year because of energy prices and everything that's happened there.
24:02
Speaker A
And they'll probably be able to have a fatty dividend raise next year.
24:05
Speaker A
And don't be surprised if they start paying out two dollars plus per quarter next year.
24:08
Speaker A
So, that's Chevron.
24:10
Speaker A
Yeah, it's a great dividend stock, okay?
24:11
Speaker A
Number three of these five stocks is.
24:14
Speaker A
Wynn Resorts.
24:15
Speaker A
I call it Wynn Resorts.
24:17
Speaker A
It is called Wynn Resorts, okay?
24:19
Speaker A
Don't let this one fool you.
24:21
Speaker A
Right now you look at it and it's not a big fat dividend payer like Chevron is, right?
24:26
Speaker A
Or like the previous stock we went over.
24:28
Speaker A
But I can tell you, Wynn Resorts has massive, in my personal opinion.
24:33
Speaker A
Wynn Resorts has massive dividend hikes coming for the next five to 10 years, okay?
24:37
Speaker A
And I'll explain that in this video and what's going on here, okay?
24:40
Speaker A
So, Wynn Resorts, if you don't know.
24:43
Speaker A
Obviously, they got hammered during the Rona time.
24:46
Speaker A
Like all travel companies did, right?
24:48
Speaker A
But that's a thing of the past, that was a once in a hundred year health event.
24:51
Speaker A
We had to go through it.
24:52
Speaker A
Las Vegas got shut down.
24:54
Speaker A
Worldwide economy got shut down.
24:55
Speaker A
Macau was like partially open and then closed for years.
25:00
Speaker A
It's brutal for them to go through.
25:02
Speaker A
And like a lot of travel companies, right?
25:04
Speaker A
But that's all a thing of the past.
25:06
Speaker A
They have their incredible properties, they are the creme de la creme properties.
25:10
Speaker A
In Las Vegas, okay?
25:12
Speaker A
So if you're a big money player.
25:15
Speaker A
If you got, if you're rich, you go to the Wynn.
25:18
Speaker A
That's where you go.
25:19
Speaker A
It's no other option.
25:21
Speaker A
Everywhere else is you're going down.
25:23
Speaker A
You want to go to Bellagio?
25:25
Speaker A
It's like 10 tiers down nowadays.
25:27
Speaker A
I've been in the Bellagio, you know, and I'm like, holy smokes.
25:30
Speaker A
Is this place falling off over the years?
25:32
Speaker A
You know, go to Cosmo, Aria.
25:34
Speaker A
No, okay.
25:35
Speaker A
There's one Wynn Resorts, you got money, you go to Wynn.
25:38
Speaker A
And it's not even a question, okay?
25:40
Speaker A
Then in Macau, in the old part of Cotai, or not in the old part of Cotai.
25:45
Speaker A
The old part of Macau.
25:47
Speaker A
They have two very successful properties, Wynn properties and Encore over there.
25:50
Speaker A
Then on the new part of the Cotai strip, they have the Wynn Palace, this was really Steve Wynn's last crowning achievement with the company before he left.
25:56
Speaker A
I mean, just an incredible property.
25:58
Speaker A
In the new part of the Cotai strip.
25:59
Speaker A
They also operate the property in Boston.
26:02
Speaker A
The Encore Harbor property.
26:04
Speaker A
And then right now, they're spending a fortune and getting no return from this as of right now.
26:10
Speaker A
But as of next year, once it opens, they're going to start making a lot of money from this.
26:13
Speaker A
It's Wynn Resorts ugliest resort ever.
26:15
Speaker A
But maybe it's most profitable ever.
26:17
Speaker A
We'll have to see, okay?
26:18
Speaker A
But this resort is opening in the Middle East.
26:21
Speaker A
Nothing like this exists in the Middle East.
26:24
Speaker A
Nothing like this.
26:26
Speaker A
In terms of an integrated gaming resort on such a high end like this.
26:30
Speaker A
There's so much money in the Middle East.
26:32
Speaker A
It's ridiculous, okay?
26:33
Speaker A
And I think this is.
26:35
Speaker A
I think this is the closest thing we've ever seen to a successful property next to the Marina Bay Sands.
26:40
Speaker A
Which, which Las Vegas Sands owns.
26:43
Speaker A
Which is in Singapore, right?
26:45
Speaker A
And it's been a tremendous success for obviously Las Vegas Sands.
26:49
Speaker A
That property.
26:50
Speaker A
And this has that sort of potential for Wynn Resorts over there.
26:53
Speaker A
So, we'll have to see.
26:54
Speaker A
But I think this has a lot of potential.
26:57
Speaker A
I mean, a lot of potential for the company overall.
26:59
Speaker A
And when this baby opens, guess what's going to happen?
27:02
Speaker A
The cash flows are going to pour in.
27:03
Speaker A
The biggest question is how much cash flow are we talking?
27:05
Speaker A
And that's, that's a fair debate.
27:07
Speaker A
We've never seen anything like this open in the Middle East.
27:10
Speaker A
So we don't know.
27:11
Speaker A
We know it's going to be profitable.
27:13
Speaker A
We just don't know how profitable.
27:15
Speaker A
We know it's going to cash flow.
27:17
Speaker A
We just don't know how much cash flow, right?
27:19
Speaker A
It's going to like the cash flow crazy.
27:21
Speaker A
And that's why they're going to be able to up the dividend amounts over time, right?
27:25
Speaker A
Now, the other thing you got to understand about Wynn Resorts.
27:27
Speaker A
Is it has no real competition, okay?
27:29
Speaker A
You know, you're, you can go to Macau.
27:32
Speaker A
And there's a lot of different places to stay, right?
27:34
Speaker A
A lot of places, a lot of different places to game.
27:36
Speaker A
You can go to Vegas, a lot of different options for you.
27:38
Speaker A
But they really have no real competition in my opinion for the highest end players.
27:42
Speaker A
It is Wynn, right?
27:43
Speaker A
I'll give you an example, right?
27:45
Speaker A
I was at Zero Bond recently with a friend.
27:48
Speaker A
Who has a membership there, right?
27:49
Speaker A
And right Zero Bond, we, I took my wife, he took his wife, right?
27:54
Speaker A
We had a great dinner out overlooking the golf course.
27:59
Speaker A
Absolutely gorgeous.
28:01
Speaker A
Beautiful weather, beautiful dinner, right?
28:03
Speaker A
Phenomenal time, and then we went into the very intimate casino area of this Zero Bond, right?
28:08
Speaker A
And we go in there and, you know, ladies went to the restroom.
28:13
Speaker A
So we were like, we're just going to play like some, some roulette, right?
28:16
Speaker A
And it was like 50 dollar minimum, usually their tables in there are like 100 dollar minimum.
28:20
Speaker A
But it was like 50 dollars.
28:22
Speaker A
And so, you know, I put like 300 dollars in.
28:24
Speaker A
And next thing you know, we're about to start playing and a gentleman walks to my left.
28:29
Speaker A
And I look over and make eye contact with this guy.
28:32
Speaker A
And I'm like, in my head, I'm like, no way.
28:37
Speaker A
Is it NBA superstar?
28:39
Speaker A
I'm not going to say who it was, but this person's not like a mid tier player.
28:43
Speaker A
This is a superstar.
28:45
Speaker A
Like anybody knows anything about the NBA.
28:48
Speaker A
It's like, oh my gosh, that guy.
28:50
Speaker A
He's right there.
28:51
Speaker A
And he starts playing roulette with us, right?
28:54
Speaker A
And he's just putting every single spin, he's putting like thousands of dollars out there.
28:59
Speaker A
And he's got a glass of wine.
29:02
Speaker A
And I swear, he wasn't even looking at the ball where it was rolling.
29:05
Speaker A
He lost probably about seven or 10,000.
29:08
Speaker A
Just in the 10 or 15 minutes we played.
29:10
Speaker A
I lost all 300 dollars I put in, by the way.
29:12
Speaker A
I don't like to gamble like big money.
29:14
Speaker A
But, you know, friends or family are there.
29:16
Speaker A
They want to gamble, like, we'll gamble.
29:18
Speaker A
But 300 dollars is my limit.
29:19
Speaker A
This man, I lost easily 7 to 10,000 in, in like 10 to 15 minutes, right?
29:23
Speaker A
Then he goes over and he starts playing Blackjack.
29:25
Speaker A
And I think over there, I want to say the, I think the minimum for Blackjack that night was like 300.
29:30
Speaker A
So he's playing like at least 300 dollars a hand.
29:32
Speaker A
He's probably playing a lot more than that, right?
29:34
Speaker A
And, um, but that's the sort of clientele Wynn grabs.
29:37
Speaker A
They grab super high net worth people, like nine figure, you know.
29:42
Speaker A
Minimum like eight figure net worth, but a lot of nine figure net worth, 10 figure net worth.
29:47
Speaker A
Who don't mind, who, you know, if they lose 50 to 100,000, 100,000, even a million dollars in a weekend.
29:52
Speaker A
It's like little money to them.
29:54
Speaker A
It's, you know.
29:55
Speaker A
Whatever.
29:56
Speaker A
Like, that's the sort of clientele Wynn really operates on.
30:00
Speaker A
And that's totally different than these other properties.
30:03
Speaker A
That, you know, are counting on somebody coming with, you know, a 100 dollar gaming budget.
30:08
Speaker A
Or 500 dollar gaming budget, right?
30:10
Speaker A
It's just a different level of clientele.
30:12
Speaker A
Um, that Wynn really operates in.
30:14
Speaker A
So, Wynn Resorts.
30:16
Speaker A
Phenomenal company, get ready for big dividend ups in the future.
30:20
Speaker A
Number four of these five stocks is.
30:23
Speaker A
Cheesecake Factory, oh yeah.
30:25
Speaker A
This is once forming a great year.
30:27
Speaker A
This stock is already up almost 23%.
30:30
Speaker A
It's up a dosey doe, 22%.
30:32
Speaker A
Already so far this year.
30:33
Speaker A
A lot of people look at the stock market, like, man, it hasn't been a good year in the market.
30:36
Speaker A
Cheesecake Factory doesn't know.
30:38
Speaker A
If it's been a good year in the market.
30:40
Speaker A
It's like, I don't care what you're all doing.
30:42
Speaker A
I'm going to have a great year, okay?
30:43
Speaker A
Stock's up almost 23% already this year.
30:45
Speaker A
This company's phenomenal.
30:46
Speaker A
Listen.
30:47
Speaker A
If you want to know how much faith I have in this company, look at what I'm showing you right now.
30:52
Speaker A
This is the biggest positions for me in the public account, okay?
30:57
Speaker A
Cheesecake Factory is my fourth biggest position in the public account.
31:03
Speaker A
Only trailing AMD, Meta, and Amazon.
31:09
Speaker A
Three of the greatest companies in the world.
31:12
Speaker A
And my fourth company is this random company named Cheesecake Factory.
31:16
Speaker A
That should illustrate how attractive the risk reward is on a stock like this.
31:21
Speaker A
The fact that that is right behind Amazon is my biggest position.
31:24
Speaker A
Like, yeah.
31:25
Speaker A
It's a great company, okay?
31:27
Speaker A
Now, with Cheesecake Factory, thing you got to understand.
31:30
Speaker A
They have their big restaurant concept.
31:32
Speaker A
Cheesecake Factory.
31:33
Speaker A
It's an ATM machine.
31:34
Speaker A
Prints money for them, right?
31:35
Speaker A
One of the most successful, you know, sit down restaurant concepts we've ever seen.
31:39
Speaker A
But they have North Italian Flower Child, which are in USA expansion phase right now.
31:44
Speaker A
They're expanding those all over the United States.
31:47
Speaker A
And honestly, that's, they've got runway to expand those two concepts in a major way for the next decade, okay?
31:52
Speaker A
Deep.
31:53
Speaker A
I'm talking deep into the 2030s, okay?
31:56
Speaker A
So it's not like they're just building a bunch of restaurants over the next year.
32:00
Speaker A
And it's like, okay, we're good.
32:01
Speaker A
No, no.
32:02
Speaker A
They have a runway and a road map to expand North Italian Flower Child in a substantial way for the next 10 years at least, okay?
32:08
Speaker A
And then coming behind that, they got a bunch of other restaurant concepts that are in testing phase right now.
32:12
Speaker A
That they're testing in more regional areas and trying to see if they want to take those to national expansion, right?
32:16
Speaker A
But these two are like a done deal.
32:18
Speaker A
They're going all over the place.
32:19
Speaker A
So, you know.
32:20
Speaker A
I'm just like, it's a perfect stock where you've got an ATM machine as a core business model.
32:26
Speaker A
But then you have all these growth concepts that are then going to become their own ATM machines.
32:31
Speaker A
And that's very special.
32:32
Speaker A
Because most restaurant concepts you don't get that.
32:35
Speaker A
I mean, almost all the other restaurant concepts, you can really invest in the stock market.
32:39
Speaker A
They kind of fit into two brackets.
32:41
Speaker A
One is they're old established companies with like no growth, right?
32:45
Speaker A
That's one.
32:46
Speaker A
The second category that these stocks usually fit into.
32:50
Speaker A
Is, yeah, they have major growth, but they don't make crap for profits.
32:54
Speaker A
So it's like.
32:55
Speaker A
When you invest into a restaurant related stock in the stock market, it's like, okay.
33:00
Speaker A
Do I want a bunch of growth, but no profits, or do I want a bunch of profits, but no growth?
33:04
Speaker A
Cheesecake's the one stock that has a ton of growth concepts.
33:08
Speaker A
But they make crazy profits.
33:10
Speaker A
It's the only one in my opinion that's fits into that category.
33:13
Speaker A
So that's what makes Cheesecake Factory such a successful stock in my opinion for the next, you know, decade.
33:19
Speaker A
And, um, there's a reason I made this my fourth biggest position in the public account, right?
33:22
Speaker A
Now, the other thing with Cake is this is a forward P on Cake.
33:24
Speaker A
It's 15.
33:25
Speaker A
And it's very attractively priced.
33:27
Speaker A
Now, I started buying the stock, I think it was either in the 20s or 30s, right?
33:30
Speaker A
It's gone up a lot.
33:31
Speaker A
But if I was starting a position today, I'd be happy to still.
33:34
Speaker A
At a 15 forward P with the, with the growth runway for the next decade plus.
33:39
Speaker A
That's beautiful.
33:40
Speaker A
I'd love to just buy more Cheesecake shares.
33:41
Speaker A
And hold those cakes for the next five, 10, 15 years, right?
33:44
Speaker A
And get paid out a lot.
33:46
Speaker A
And I mean a lot of dividend money.
33:48
Speaker A
Now, let me show you my projections for Cake stock.
33:50
Speaker A
You ready to get your socks knocked off?
33:52
Speaker A
You might think, oh, this is some boring stock.
33:54
Speaker A
No, my projections show this is going to be a huge money maker over the next few years.
33:57
Speaker A
Here we go.
33:58
Speaker A
My bull case for Cheesecake stock, right?
34:00
Speaker A
These are not crazy numbers.
34:01
Speaker A
I have them doing 9% revenue growth on average per year.
34:05
Speaker A
2027 through 2030.
34:07
Speaker A
11% net income growth, 2027 through 2030, right?
34:10
Speaker A
If they do in those sorts of growth rates, they might be able to command a 28 to 33 PE.
34:15
Speaker A
And that gives me a Kagar of 30% plus on this stock.
34:18
Speaker A
It's beautiful.
34:19
Speaker A
It's absolutely beautiful, right?
34:20
Speaker A
But that's my bull case.
34:21
Speaker A
Always when I run a bull case and a bear case, much lower probability.
34:24
Speaker A
My base case is what I actually expect.
34:26
Speaker A
So let's take a look at my base case.
34:28
Speaker A
Here's my base case for Cheesecake, okay?
34:30
Speaker A
And then doing 7% revenue growth on average per year.
34:33
Speaker A
Not a crazy number.
34:34
Speaker A
I had them doing 9% net income growth on average per year.
34:37
Speaker A
Now, keep in mind, they'll probably buy back a lot of shares from 2027 to 2030 as well.
34:42
Speaker A
So their earnings per share will probably go up at a double digit clip.
34:45
Speaker A
But, you know.
34:46
Speaker A
I didn't run that in here, okay?
34:48
Speaker A
Now, 7% top line, 9% bottom line with the sort of growth and people understanding like the sort of growth Cake has over the years.
34:53
Speaker A
They're going to be able to get a rerating in the PE ratio in my opinion.
34:56
Speaker A
And I think they're going to be able to command somewhere between a 22 and a 27 PE.
35:00
Speaker A
Now, if that happens.
35:01
Speaker A
I'm going to get a Kagar here over 20%.
35:04
Speaker A
Somewhere between 20 and 26%.
35:07
Speaker A
You know.
35:08
Speaker A
Very, very, very attractive.
35:11
Speaker A
I don't know what else to say.
35:12
Speaker A
This stock is very, very attractive.
35:14
Speaker A
My bear case for the stock would be 5% revenue growth.
35:17
Speaker A
5% net income growth.
35:19
Speaker A
They're in a 14 to 19 PE.
35:20
Speaker A
And I'd get somewhere between a 3% compound annual growth rate and 11%, right?
35:23
Speaker A
That would be rough.
35:24
Speaker A
Yeah, it's very low probability that happens.
35:26
Speaker A
I think we're going to be somewhere around here.
35:28
Speaker A
As far as my numbers go.
35:30
Speaker A
Which gives me a 20% plus Kagar.
35:32
Speaker A
And remember.
35:33
Speaker A
This doesn't even account for all the dividends I'll be paid out.
35:36
Speaker A
Remember, we're thinking about these stocks in today.
35:38
Speaker A
For dividends, right, and dividend income.
35:40
Speaker A
And so.
35:41
Speaker A
Now, here's the thing with Cake, right?
35:44
Speaker A
Listen.
35:45
Speaker A
They went through Rona.
35:47
Speaker A
And they went through the two most, the two most horrible things you could have went through as a restaurant company, right?
35:52
Speaker A
You might think, oh, it's a recession.
35:55
Speaker A
Nope.
35:56
Speaker A
Recession's like the third worst thing you can go through.
35:58
Speaker A
The worst things you can go through as a restaurant company.
36:02
Speaker A
Is one is all your restaurants being forced to be closed.
36:05
Speaker A
Like they did went through in Rona, right?
36:07
Speaker A
And then when they are finally allowed to open again, remember, a lot of the core Cheesecake locations are where?
36:12
Speaker A
California.
36:13
Speaker A
California was like in partial open situation for like a long time, right?
36:18
Speaker A
So they were, they weren't even able to be in a good financial position for years.
36:22
Speaker A
And then what's the second worst thing that could really happen to you as a restaurant concept?
36:25
Speaker A
Inflation.
36:26
Speaker A
Inflation kills you.
36:27
Speaker A
And I say anybody that was in the restaurant industry kind of 22, 23 into 24, when you're going through all that inflation.
36:34
Speaker A
Because your prices are rising so rapidly.
36:37
Speaker A
And then you're trying to figure out, do we go up on our menu prices, right?
36:40
Speaker A
Because everything's more expensive.
36:42
Speaker A
Eggs and tomatoes and blah, blah, blah, right?
36:44
Speaker A
Your wages are going crazy at that particular time.
36:47
Speaker A
Which, you know, wages are very important in that industry.
36:50
Speaker A
And if all of a sudden, you know, a few years ago, you could pay somebody in the back room cooking.
36:55
Speaker A
13 dollars an hour and suddenly you had to pay him 22 dollars an hour.
36:59
Speaker A
That's a big difference.
37:00
Speaker A
And, um, what that does to your financials.
37:03
Speaker A
So they got hit with both the worst things you could possibly imagine.
37:06
Speaker A
All in a matter of like a three year span from 2020 to 2023.
37:09
Speaker A
That's insane, right?
37:10
Speaker A
So that messed up their business model.
37:13
Speaker A
But that messed up all the restaurants business model in that particular time.
37:16
Speaker A
They had to go through it, right?
37:17
Speaker A
Now, the very exciting thing for Cake is they got their dividends back on track, right?
37:22
Speaker A
They started paying them out again in 2022.
37:24
Speaker A
But just recently, they just upped their dividends again.
37:27
Speaker A
So now we're going to get into a cycle where Cheesecake's going to be able to raise their dividends.
37:32
Speaker A
In my opinion, at a normal pace.
37:34
Speaker A
Which is very, very exciting.
37:36
Speaker A
And so get ready for likely a lot of dividend raises for this company for the next decade, if not the next multi-decade.
37:42
Speaker A
When it comes to Cheesecake, right?
37:43
Speaker A
So, yeah, I love Cheesecake Factory.
37:45
Speaker A
It's, in my opinion, it's one of the best dividend stocks in the entire stock market.
37:50
Speaker A
Because you get a good yield, you're going to get likely a ton of raises in future years.
37:55
Speaker A
And once again, you got to be thinking in terms of years ahead.
37:58
Speaker A
When it comes to dividend stocks, and I think the stock's going to appreciate in a great way.
38:02
Speaker A
I mean, my base case has the stock going to, you know, by 2030.
38:06
Speaker A
We're talking 128 to 157 dollar stock.
38:10
Speaker A
And right now it's still in the 60s.
38:11
Speaker A
So make a ton of dividend money, get a ton of share appreciation in my opinion.
38:16
Speaker A
It's very attractive stock, okay?
38:18
Speaker A
Alrighty, guys, number five of these five stocks is.
38:21
Speaker A
EL Estee Lauder.
38:23
Speaker A
Today it's a 77 dollar stock.
38:25
Speaker A
So far I'm up 15,000 dollars on the stock.
38:28
Speaker A
This one hit its bottom last year.
38:31
Speaker A
And the turnaround has now occurred for this company, okay?
38:34
Speaker A
Now, Estee Lauder owns.
38:36
Speaker A
Obviously, Estee Lauder, which is one of the most successful makeup beauty brands in the history of the world, okay?
38:42
Speaker A
And if you know anything about beauty products, you know Estee Lauder is known.
38:46
Speaker A
For a little more expensive price points, but great quality products.
38:50
Speaker A
Across their, you know, entire space, right?
38:52
Speaker A
But they own a ton of other big brands as well, right?
38:55
Speaker A
One is a brand name La Mer, which I just bought La Mer today.
38:59
Speaker A
I spent 625 dollars on, uh.
39:02
Speaker A
You know, I got to stay hydrated because I live in Las Vegas.
39:07
Speaker A
Las Vegas is very dry.
39:08
Speaker A
And so I just spent 625 dollars with them.
39:11
Speaker A
Through PayPal, by the way.
39:13
Speaker A
PayPal shareholders.
39:14
Speaker A
There you go, okay?
39:16
Speaker A
By the way, PayPal, as this video's not about PayPal.
39:18
Speaker A
But that stock's been sneaky.
39:19
Speaker A
You know it's already up 32% from the bottom it hit back in February.
39:22
Speaker A
But anyways.
39:23
Speaker A
We're not talking about PayPal in this video, okay?
39:25
Speaker A
Jo Malone.
39:26
Speaker A
They also own Jo Malone.
39:28
Speaker A
Oh, I love Jo Malone.
39:29
Speaker A
My favorite cologne right here, man.
39:31
Speaker A
Came across this one, I think it was about a year ago.
39:34
Speaker A
Maybe two years ago.
39:35
Speaker A
It's my favorite by a mile now at this point in time.
39:37
Speaker A
And I've had so many colognes throughout my life, but this is my number one go-to now at this point in time.
39:42
Speaker A
They also own The Ordinary as well.
39:44
Speaker A
Which is actually the lowest end brand.
39:47
Speaker A
They, you know, they own.
39:48
Speaker A
They also own Clinique.
39:50
Speaker A
And they own a ton of other brands.
39:52
Speaker A
If you want to research them more in terms of all the brands they own.
39:55
Speaker A
It's unbelievable, right?
39:56
Speaker A
And when it comes to EL, listen.
39:58
Speaker A
You know, this company, they had to do a big dividend cut when they were restructuring the business.
40:04
Speaker A
Back in 2024.
40:06
Speaker A
And that was tough for the dividend investors to go through.
40:09
Speaker A
But now the company's financials are starting to look really strong again.
40:10
Speaker A
And so in 2027, I think they're set up for dividend raises once again.
40:14
Speaker A
And I think Estee Lauder will get back into a place where they're able to up their dividends year after year after year like clockwork.
40:20
Speaker A
Like they used to be able to do a long time ago, okay?
40:22
Speaker A
And so everything that I'm seeing in the financials of this company looks exactly where you want it to go.
40:26
Speaker A
So that's very exciting for EL stock, okay?
40:27
Speaker A
Now, when it comes to my investing strategy, what do I preach?
40:30
Speaker A
GVD, growth, value, dividends.
40:32
Speaker A
Growth, value, dividends.
40:35
Speaker A
Building a great portfolio constructed with growth stocks, value stocks and dividends.
40:39
Speaker A
Dividend stocks, we don't talk about them enough.
40:42
Speaker A
And that's why I want to give them a dedicated video here today.
40:44
Speaker A
They're an extremely important part of your portfolio.
40:48
Speaker A
If you focus too much on growth stocks, it's going to be a day you're going to wake up and you're going to realize, crap, I screwed up.
40:53
Speaker A
I should have focused a little more in dividend stocks as well, okay?
40:55
Speaker A
Also, you should never focus just too much exclusively on dividends.
40:59
Speaker A
Focus on growth stocks as well.
41:00
Speaker A
There's great opportunities there.
41:02
Speaker A
And make yourself a great overall well-rounded investor, right?
41:05
Speaker A
Don't just be a one trick pony.
41:08
Speaker A
Don't just be the boxer who all he has is a knockout punch, but you're going to get knocked out yourself because you don't know how to play defense, okay?
41:14
Speaker A
Now, if you need help with all this stuff, you want to take your game up to a much higher level.
41:19
Speaker A
You want access to all my premium courses.
41:22
Speaker A
Including become master of stock market, millionaire playbook, stock options mastery, dividend investing mastery.
41:29
Speaker A
You want access to that course?
41:30
Speaker A
If you like dividends, you're going to like access to that, okay?
41:32
Speaker A
That will be the pinned comment down there.
41:34
Speaker A
You also get access to all my exclusive weekly videos.
41:37
Speaker A
That I record for the private group, 1000xstocks.com access.
41:40
Speaker A
Access to the private Discord chat.
41:42
Speaker A
Oh my gosh, there's so much you get access to.
41:44
Speaker A
The moves I'm making each week.
41:46
Speaker A
It's the second pinned comment down there.
41:48
Speaker A
First pinned comment down there was for that compounding calculator.
41:50
Speaker A
Much love and have a great day.
Topics:dividend stocksdividend investingpassive incomefinancial freedomWarren BuffettBerkshire Hathawayinvestment strategylong-term investingstock market 2026best dividend stocks

Frequently Asked Questions

What is the main benefit of dividend investing discussed in the video?

The video highlights that dividend investing can generate a steady income stream that can pay for vacations and eventually cover all monthly bills, providing financial independence.

How much monthly investment is suggested for middle-class earners to start building dividend income?

The video suggests that middle-class earners should aim to invest at least $1,000 per month into dividend stocks to start building a meaningful dividend income over time.

Who is used as an example of extreme success in dividend income?

Warren Buffett and his company Berkshire Hathaway are used as the prime example, earning billions annually in dividend income from their stock holdings.

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