34 episodes
The Dividend Mailbox Greg Denewiler
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- Business
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4.9 • 37 Ratings
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We want to stuff your mailbox with dividends! Our goal is to show you the power of dividend growth investing, and for each year's check to be larger than the last. We analyze specific companies and look at the mindset this strategy requires to be successful long-term. Come explore this not-so-boring world and watch your portfolio's value compound.
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Cash (Flow) Is King
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Between immediate information on the Internet and minute-by-minute stock quotes at your fingertips, investors appear to be more infatuated with price appreciation than anything else. In contrast, prior to the 1990s, investors primarily focused on earning returns through a cash flow of dividends. Even though there has undoubtedly been a shift from cash-focused investing to a market fixated on price performance, cash flows play a critical role in assessing company valuation.
In this episode, Greg examines wisdom from "The Ownership Dividend: The Coming Paradigm Shift in the US Stock Market." Through several excerpts, he exposes how important dividends are to the structure of the market, investor goals, and company valuation. In the second half of the episode, Greg looks at Williams-Sonoma which has appreciated 300% since we first bought it two years ago. He analyzes whether its recent outperformance should warrant selling it to lock in gains.
Notes & Resources:
DCM Investment Reports & Models
If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com.
Visit our website to learn more about our investment strategy and wealth management services.
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Strategic Dividend Growth Exits: What to Consider
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In most cases, holding quality stocks for the long term tends to play out in favor of the investor. However, if a company’s prospects change, there are situations where exiting a position can be warranted.
In this episode of The Dividend Mailbox, Greg outlines our decision-making process behind selling off a portion of our IBM position. What started as a turnaround play transformed into a potential value trap. Using IBM as an illustration, Greg provides insight into the complexities of owning dividend growth investments and taking advantage of opportunities to exit positions that don't meet your expectations.
Plus, get a sneak peek into next month's episode featuring a success story with Williams Sonoma, highlighting the potential rewards of high-conviction investments in the dividend growth landscape.
Notes & Resources:
DCM Investment Reports & Models
If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com.
Visit our website to learn more about our investment strategy and wealth management services.
Follow us on:
Instagram - Facebook - LinkedIn - Twitter
If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review -
How Compounding Can Turn Underperfomers Into Big Winners
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In this episode, Greg analyzes the wisdom of renowned economist, Jeremey Seigle. Between his investing classic "Stocks for the Long Run," and "The Future for Investors," Siegle maintains that you don't need high growth numbers or a flashy industry, only consistent growth. Although it is seemingly counterintuitive, Seigle presents the power of compounding from a new perspective. Most investors would hope stocks go up, and the quicker the better. But there is an argument for how a stock that goes sideways, or even downward, can be beneficial to your long-term total return.
Later, Greg provides an update on Emerson ($EMR) where faster dividend growth seems to be on the horizon. In case you missed it, the original Emerson Electric ($EMR) story is linked here: EP 17 - The Dilemma with Slow Grow
Notes & Resources:
DCM Investment Reports & Models
If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com.
Visit our website to learn more about our investment strategy and wealth management services.
Follow us on:
Instagram - Facebook - LinkedIn - Twitter
If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review -
Dividend Fuel: Chevron and an Ultimately Higher Oil Market
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Check out our Union Pacific Investment Report
Over the past decade, the oil industry has become increasingly controversial and subsequently neglected by investors. No one knows when the industry's expiration date will come due, but there are great value and dividend growth investments to be made in the meantime. Even in declining industries, there can still be big winners.
For episode 31, Greg focuses on Chevron's resilience in a politically incorrect landscape, including its recent Hess acquisition. He explores the intersection of environmental concerns and the indispensability of oil in everyday life, with investing as the backdrop. Despite the industry's challenges, he makes a compelling case for Chevron's sustainable dividend growth and long-term potential.
Notes & Resources:
DCM Investment Reports & Models
If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com.
Visit our website to learn more about our investment strategy and wealth management services.
Follow us on:
Instagram - Facebook - LinkedIn - Twitter
If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review -
Are Dysfunctional Dividends Hiding In Your Portfolio?
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Do you feel confident that the dividends in your portfolio are healthy? What techniques can you use to get a clearer picture of a company's long-term dividend growth prospects?
This month, Greg examines a simple 3 decision model from Aswath Damodaran to determine how companies create value for shareholders, and what it means for you as a dividend growth investor. He draws the line between companies that pay a healthy dividend and companies that are in a dysfunctional dividend mindset. As part of that, Greg gives you two simple models to employ when you're considering a company's dividend-paying capability. Later he takes a moment to discuss some of the wisdom of the late Charlie Munger.
Models used in today's Episode:
ROIC Model - (Excel download)
Excess Cash Flow Model - (Excel download)
DCM Investment Reports & Models - (Website)
Happy Holidays from The Dividend Mailbox!
Notes & Resources:
DCM Investment Reports & Models
If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com.
Visit our website to learn more about our investment strategy and wealth management services.
Follow us on:
Instagram - Facebook - LinkedIn - Twitter
If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review -
Ignore the Siren Songs of the Market, Tie Yourself to the Mast
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There is a huge difference between understanding compounding and actually understanding the numbers behind it. As a blanket term, compounding is thrown around in the investment arena often, yet few investors are actually patient enough to experience its full potential. Creating real wealth takes time, discipline, and strategy.
In this episode, Greg uses our model portfolio to look at a couple of examples that expose just how significant your portfolio income can be when you have the discipline to let it grow. Moreover, he makes the case that income growth, rather than price growth, has a larger impact on the long-term value of your portfolio. Later, he likens the mindset of dividend growth investing to Odesseyus's voyage.
Notes & Resources:
DCM Investment Reports & Models
If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com.
Visit our website to learn more about our investment strategy and wealth management services.
Follow us on:
Instagram - Facebook - LinkedIn - Twitter
If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
Customer Reviews
Great podcast!
The siren song podcast sums up everything I love about dividend growth investing. I loved how we are given different scenarios and how things play out. Great job! Please release more than one per month! 😀
Educational!
I know nothing about stocks, and while I recently dabbled in the stock market, I had no idea what I was doing. This podcast has taught me more about stocks in just two episodes than any article that I have read or video or magazine. He explains many aspects of how a stock works, some of the flags to look out for and why one should or should not invest in a particular commodity I never thought that I would be able to sit and listen to a podcast about stocks, but this show now has a new follower. Good job.
Money talks
This is one of my least favorite topics. Heck, I have a financial planner so I don’t have to think about it. But I stumbled on this show and it is a great listen. Easy to follow along with. Simple to understand. Relatable to the none finance person. Check it out!