Link to download my spreadsheets: www.patreon.com/dividendology Get a $50 coupon + 7 day free trial to Seeking Alpha: seekingalpha.me/Dividendology Join my free newsletter! dividendology.substack.com/
Hey, thanks for all your videos. I came across this guy. youtube.com/@DividendTalks?si=r2t8GgitgHgVJ9Ah It seems he is using your Excel sheets. I dont know if he has some kind of arrangement with you but just to let you know.
I tried your spread sheets. Something bothers me. One of my stocks are on both NYSE and TSE market (Enbridge, ENB on both market), the dividend related columns on your stock holding spreadsheet says finiz could not fetch the specific url. But when I open that url myself, it does show the stock page with all the data. Is there a solution for this?
I added a few shares on each of the dips. I’ve set limit orders as well. I truly don’t understand investors who say it’s a bad time to buy. Are they waiting for the share price to increase before they buy in? History shows that a solid company’s temporary problems are long term opportunities for investors. I’m going to continue my DCA until it hits $128.
Same was said for Disney and it went below $80 recently. As it was hit on with this report, when you put the Political agenda over the shareholders It can cost a company dearly. I don't think buying now would be advised against if you are asked again in 20-30 years, but I think even with a 5% up pop I would sit back personally until i see a stabilization. But I also would not argue with anyone who wanted to get in at this point.
@@camc8923 agreed. A company’s misstep is an investor’s opportunity. Back in the day Exxon Valdez oil spill opened up an investment opportunity. I was in college so I sold plasma, pulled some extra shifts at work and on the advice of my brother in law bought what I could and held on tight. Same with big tobacco and their law suits. Some call this disaster investing. Target isn’t a disaster but a victim of some gun hugging homophobe cancel culture influencers. Not target’s demographic. Target will be fine in the long run. The longer investors shy away the more shares on sale I’ll be able to pick up.
My wife hated what target did boycotted for a few months but she hates going to Walmart even more so she is right back to buying stuff at target and so are all the other mom’s/women in our affluent neighborhood. Not like bud light where you walk down a beer isle and have unlimited choices to choose from. Women love shopping at Target and look like they may have learned their lesson from the last earnings call. Well, hopefully. I pick up 40 share in the mid 120’s.
Great video. Target seems like a good buy in the long run the dividend yield is great and safe aswell. they should find a way to reduce theft in the upcoming years But the stock price looks to Good to miss out on.
Great summary at the end and is on point with my opinion. It looks great, but seeing Disney continue their decline because the political agenda comes first is in the back of my mind. Right now I look at it as a Gamble. High Risk High Reward. It could easily go up to $200, It could easily be a big dividend producer. But will Management tank the company and that adds to my hesitation. I think I take the risk around $110, may not ever get there, could go below $100.
Thank you this insightful breakout. I have 2 things I'd like to comment on. TGT is loaded with debt. Do you ever take that into consideration when you do your analysis? On the subject of store theft do you not find it coincidental that all of these retailers are blaming store theft at the same time they are removing store clerks and replacing them with self checkout? You can walk into any big box store and never see a single employee working the floor.
I do enjoy these analysis videos, I'd love to know your thoughts on WBA, it's currently the lowest price it's been since 2009. Do you think its a potential buy right now? I'm intrigued to see who their new CEO will be.
For now I plan to continue watching these videos while investing small amounts of money in areas that seem interesting based on these videos and others as I learn more about how to properly gauge a stock. Please make as many of these as you can. It's always a good watch.
You hit it right on the head..I can’t trust management. Their duty is to the shareholders, not a political agenda.I wont put my money with someone I can’t trust
I completely agree with your views on management playing politics. Target is a great company, once they realign their values with their business model, their stock will reward its shareholders.
Great analysis from an investor point of view. Personally, I value principles above profits, however, and Target’s defending pushing children’s clothing designed by a satanic guy and saying it is the right thing to do makes their product unacceptable for me no matter how good the profits outlook. I don’t think I’m an outlier on this either.
if target holds $112 .... target found the bottom.....if not, $108 next stop, but target will hold board meetings til the cows come home over the dipping stock prices.... target will get it figured out
Wow that was quick. Now you Don't like target did you sell out of your position? It's hard to build a long term portfolio if You change your mind so quickly.
Really great work on everything you do here on youtube man! If you don't mind me asking, do you have your dividend investments in a brokerage account or a retirement account? I want to end up living off of dividends as well and wondering about the benefits of tax free dividend reinvesting vs getting access to that money earlier. Thanks!
I use both actually. I’d recommend certain investments be held in tax advantaged retirement accounts depending on where they pay qualified or unqualified dividends.
In most cases you do pay taxes on dividends, and in those cases they're taxed as ordinary income. Which just means you pay the same tax rate for income you earned working your job.
@@morgansheepman2403Taxes for the dividends of most large public companies are "qualified" which means you pay the long term capital gains rate. Dividends from something like a covered call ETF are not qualified.
@@kingrolle I honestly don’t care about lgbt stuff if it is adults. I don’t like it, but people are free to do what they want. Target created clothes specifically for trans kids. They made a concerted effort to put far left leaning slogans and designs on kids clothes that appear almost as propaganda in my opinion. I just can’t support that and think kids shouldn’t be used to promote any political identities left or right. It just all appeared to be in bad taste without foresight on how half the country would react
@@Dividendology understandable, but you said in the video that the price has a 30% margin of safety. Target isn't going anywhere no matter the politics. think about companies that profit from war (inherently political) or EV companies (less so but you get the point), they still thrive no matter how much they are scrutinized.
Now apply this logic to Disney. TGT looks good on paper, but they are one political issue away from another massive dip. You should always consider a company's risk if they put Politics over Shareholders. BlackRock can't save them all
Link to download my spreadsheets: www.patreon.com/dividendology
Get a $50 coupon + 7 day free trial to Seeking Alpha: seekingalpha.me/Dividendology
Join my free newsletter! dividendology.substack.com/
Hey, thanks for all your videos. I came across this guy. youtube.com/@DividendTalks?si=r2t8GgitgHgVJ9Ah
It seems he is using your Excel sheets. I dont know if he has some kind of arrangement with you but just to let you know.
We don’t have an agreement, thanks for letting me know.
I tried your spread sheets. Something bothers me. One of my stocks are on both NYSE and TSE market (Enbridge, ENB on both market), the dividend related columns on your stock holding spreadsheet says finiz could not fetch the specific url. But when I open that url myself, it does show the stock page with all the data. Is there a solution for this?
I will look into this!
I added a few shares on each of the dips. I’ve set limit orders as well. I truly don’t understand investors who say it’s a bad time to buy. Are they waiting for the share price to increase before they buy in? History shows that a solid company’s temporary problems are long term opportunities for investors. I’m going to continue my DCA until it hits $128.
Same was said for Disney and it went below $80 recently. As it was hit on with this report, when you put the Political agenda over the shareholders It can cost a company dearly. I don't think buying now would be advised against if you are asked again in 20-30 years, but I think even with a 5% up pop I would sit back personally until i see a stabilization. But I also would not argue with anyone who wanted to get in at this point.
@@camc8923 agreed. A company’s misstep is an investor’s opportunity. Back in the day Exxon Valdez oil spill opened up an investment opportunity. I was in college so I sold plasma, pulled some extra shifts at work and on the advice of my brother in law bought what I could and held on tight. Same with big tobacco and their law suits. Some call this disaster investing. Target isn’t a disaster but a victim of some gun hugging homophobe cancel culture influencers. Not target’s demographic. Target will be fine in the long run. The longer investors shy away the more shares on sale I’ll be able to pick up.
My wife hated what target did boycotted for a few months but she hates going to Walmart even more so she is right back to buying stuff at target and so are all the other mom’s/women in our affluent neighborhood. Not like bud light where you walk down a beer isle and have unlimited choices to choose from. Women love shopping at Target and look like they may have learned their lesson from the last earnings call. Well, hopefully. I pick up 40 share in the mid 120’s.
@@ernsteddiegood observation
Great video.
Target seems like a good buy in the long run the dividend yield is great and safe aswell.
they should find a way to reduce theft in the upcoming years But the stock price looks to Good to miss out on.
That is the task of the State.
Great summary at the end and is on point with my opinion. It looks great, but seeing Disney continue their decline because the political agenda comes first is in the back of my mind.
Right now I look at it as a Gamble. High Risk High Reward. It could easily go up to $200, It could easily be a big dividend producer. But will Management tank the company and that adds to my hesitation. I think I take the risk around $110, may not ever get there, could go below $100.
Your videos have improved a lot with the analysis on the presentations !! Thanks !!!
Glad you like them!
Thank you this insightful breakout. I have 2 things I'd like to comment on. TGT is loaded with debt. Do you ever take that into consideration when you do your analysis? On the subject of store theft do you not find it coincidental that all of these retailers are blaming store theft at the same time they are removing store clerks and replacing them with self checkout? You can walk into any big box store and never see a single employee working the floor.
debt is taken into account in the DCF model.
I do enjoy these analysis videos, I'd love to know your thoughts on WBA, it's currently the lowest price it's been since 2009. Do you think its a potential buy right now? I'm intrigued to see who their new CEO will be.
Pls do Walmart stock analysis. As a customer, I feel positive with changes Walmart is making lately.
on my list!!
@@Dividendology Thanks 🙏
do walmart shoppers actually buy walmart stocks
Anyone buying TGT lately???????
For now I plan to continue watching these videos while investing small amounts of money in areas that seem interesting based on these videos and others as I learn more about how to properly gauge a stock. Please make as many of these as you can. It's always a good watch.
you got it!
Is Target the right target wud be a good video tietel.
Cool video
Target is a no go for me when comparing it to other higher quality Retailers such as Costco etc - Great video though 👍
Yeah the real difference I think is theft. Costco isn't perfect but they make money from their card which u cannot steal, while TGT is vunerable.
You hit it right on the head..I can’t trust management. Their duty is to the shareholders, not a political agenda.I wont put my money with someone I can’t trust
I completely agree with your views on management playing politics. Target is a great company, once they realign their values with their business model, their stock will reward its shareholders.
Great analysis from an investor point of view. Personally, I value principles above profits, however, and Target’s defending pushing children’s clothing designed by a satanic guy and saying it is the right thing to do makes their product unacceptable for me no matter how good the profits outlook. I don’t think I’m an outlier on this either.
Imagine being long target over Walmart 😅
if target holds $112 .... target found the bottom.....if not, $108 next stop, but target will hold board meetings til the cows come home over the dipping stock prices.... target will get it figured out
Great valuation. I find the Graham valuation too outdated and don't place as much value.
Wow that was quick. Now you
Don't like target did you sell out of your position? It's hard to build a long term portfolio if
You change your mind so quickly.
Great video. Question: What website do you use for information about stocks?
Seeking Alpha! Link in description to them.
Day 73 requesting AXP
same
I’ll get to it :)
Really great work on everything you do here on youtube man! If you don't mind me asking, do you have your dividend investments in a brokerage account or a retirement account? I want to end up living off of dividends as well and wondering about the benefits of tax free dividend reinvesting vs getting access to that money earlier. Thanks!
I use both actually. I’d recommend certain investments be held in tax advantaged retirement accounts depending on where they pay qualified or unqualified dividends.
This stock is a screaming buy
As someone who is starting, do you have to may taxes on the dividends you earn?
Depends on many different factors
In most cases you do pay taxes on dividends, and in those cases they're taxed as ordinary income. Which just means you pay the same tax rate for income you earned working your job.
@@morgansheepman2403Taxes for the dividends of most large public companies are "qualified" which means you pay the long term capital gains rate. Dividends from something like a covered call ETF are not qualified.
ahh good to always have that margin of "saftey"
Target was a buy 🙂
You should do a video on usb!
nice idea!
I don’t support what target stands for, but I won’t shop at Walmart
What does Target stand for?
@@kingrolle I honestly don’t care about lgbt stuff if it is adults. I don’t like it, but people are free to do what they want. Target created clothes specifically for trans kids. They made a concerted effort to put far left leaning slogans and designs on kids clothes that appear almost as propaganda in my opinion.
I just can’t support that and think kids shouldn’t be used to promote any political identities left or right. It just all appeared to be in bad taste without foresight on how half the country would react
Too much wokeism for me, I will stick with home depot, Walmart and Costco.
Ya don't support businesses that hate you. And if you can't do that, don't give them stock support at least
So 3 very overvalued companies?
@@irish_vanitySalty TGT owner?
@paragonknight3307 nope just a dude that does valuations.
@@irish_vanity overvalued by share price? Costco always trades high in price per share. Costco is 10x the company target is my friend, regardless.
I own, but am not a buyer. Their politics don't concern me, but the extreme drop in Net earnings does. Thanks!
Tgt is a no for me at this time. Great video though. How do you feel about UPS it's going down but def has a great future.
Please do SCI, they seem to go under the radar
you might as well stop investing if "politics" is something you don't want companies to talk about. unbelievably cringey take.
if it costs me money, then I care
@@Dividendology understandable, but you said in the video that the price has a 30% margin of safety. Target isn't going anywhere no matter the politics. think about companies that profit from war (inherently political) or EV companies (less so but you get the point), they still thrive no matter how much they are scrutinized.
Now apply this logic to Disney. TGT looks good on paper, but they are one political issue away from another massive dip. You should always consider a company's risk if they put Politics over Shareholders. BlackRock can't save them all
@@j1gglypuff42Go woke, go broke, Target won't address theft, they fear that it may be racist/sexist. Target will go down like Kmart did.
Let Target go down. Teach the others to leave our kids alone or follow them to oblivion.
Stupid management is not a temporary issue.
Hope they go bankrupt
Will be bankrupt long after you
I look at Target like I do DG currently, there's so much downward pressure and negativity for the holding, I'm staying away from them personally.
k