Dividend Investing with Longacres Finance

Longacres Finance
  • 4.3 (37)
  • Investing

I'm a passionate dividend growth investors on the lookout for the best dividend stocks that will help me grow my portfolio. My main focus is to maximize my total return all the while building a growing truly passive income stream of dividends. Join me as I share my approach to dividend investing.

  1. 1d ago

    E327 - This Stock Market Statistic Should Scare the Crap Out of You

    Yieldr: https://yieldrapp.com/ The stock market loses money surprisingly often.Since 1928, the S&P 500 has had a negative return in 26 of 98 years. That's roughly one out of every four years. And that's the statistic everyone focuses on. But when you stop looking at individual years and start looking at longer holding periods, the picture changes dramatically. I pulled nearly 100 years of S&P 500 data and calculated the annualized return for every possible holding period from 1 year all the way out to 40 years. What I found was surprising. At 1 year, 26.5% of periods lost money. At 5 years, 11.7%.At 10 years, 5.6%. At 15 years, just 1.2%. And at 16 years?Zero. Not one 16-year period in the dataset produced a negative annualized return. This video looks at what that statistic actually means, why the stock market's worst crashes can distort our perception of long-term investing, and the potentially enormous cost of choosing "safety" instead. I'll also show you what happens to $10,000 when it compounds at the historical average return over 40 years. And the final statistic might be the most important one of all.If you're interested in the numbers behind the stocks you own, check out Yieldr. Yieldr is a portfolio tracking and stock research app that brings fair value estimates, dividend yield, earnings growth, business quality, portfolio analytics and more together in one place. Learn more: https://yieldrapp.com/ Data shown in this video is based on historical S&P 500 returns and is for educational and research purposes only. Past performance does not guarantee future results. #StockMarket #Investing #LongTermInvesting

  2. Sep 1

    E326 - 25 High-Quality Dividend Stocks to Buy in September

    Are high-quality dividend stocks currently trading at a discount? In this video, I run a systematic screening process across the entire US stock market to identify the top 25 dividend-growth companies for September. These 25 selections average a 3.11% starting yield, appear roughly 11% undervalued based on Dividend Yield Theory, and carry an estimated future return potential of 14.43% per year. 📥 Read the Full September Ranking (Free): 👉 Quality At A Fair Price Newsletter: https://qualityatafairprice.substack.com/p/top-dividend-stocks-september-2026 📊 Analyze & Track Your Portfolio: 👉 Try Yieldr: https://yieldrapp.com/ 📌 What We Cover in This Video: - The exact rules-based screening process (Moats, Stewardship, & Growth Filters) - How Dividend Yield Theory is used to project 5-year expected returns - Ranking criteria: Valuation vs. Business Quality vs. Expected Return - Stock breakdown starting with Yum China (YUMC) & Zoetis (ZTS) ⚠️ Disclaimer: This video is for educational and informational purposes only and should not be construed as financial advice. Always perform your own due diligence before making investment decisions.

  3. Aug 30

    E325 - 5 Climate Adaptation Stocks I’m Watching in 2026

    What happens if governments, businesses and households have to spend more money adapting to a changing climate? In this video, I look at 5 high-quality companies that could benefit from long-term investment in cooling, water infrastructure, electrical grids and construction. The five stocks I'm watching are: Trane Technologies (TT) — HVAC and cooling Xylem (XYL) — water infrastructure Lennox International (LII) — HVAC Hubbell (HUBB) — electrical infrastructure Vulcan Materials (VMC) — construction materials I’ll look at each company's business quality, dividend, free cash flow growth, ROIC and valuation using Yieldr, then estimate what the potential long-term return could look like from today's price. I'm also trying to decide which of these stocks could ultimately replace my position in Global Payments (GPN). A great business can still be a bad investment if you pay too much. That's why I'm looking for the best combination of quality, valuation and long-term growth. 👉 Research these stocks and compare them with the rest of the Quality Investable Universe with Yieldr: https://yieldrapp.com/ 📈 Full article covering all 10 stocks: https://qualityatafairprice.substack.com/p/10-potential-replacements-for-gpn?r=34wcfq This video is for informational and educational purposes only and is not investment advice.

  4. Aug 27

    E324 - Is WR Berkley Actually a High-Quality Stock? | Yieldr Analysis

    Is WR Berkley (WRB) actually a high-quality business? In this video, I put WR Berkley through the lens of Yieldr to evaluate its fundamentals, financial strength, growth, dividend, and overall quality. Rather than just looking at the stock price, we’ll break down what makes WR Berkley attractive, or potentially less attractive, for a long-term dividend growth investor. Could WRB be one of the better insurance companies for long-term investors? Learn more about Yieldr: https://yieldrapp.com/ #WRB #WRBStock #DividendStocks #StockAnalysis #Yieldr

  5. Aug 25

    E323 - 25 Dividend Kings Still Undervalued in August 2026? | Best Dividend Opportunities

    There are 58 Dividend Kings right now, but only 25 currently appear potentially undervalued with estimated annualized return potential of at least 10%. In this video, I break down the highest-potential opportunities, including Stepan (SCL), H.B. Fuller (FUL), Hormel Foods (HRL), Marzetti (MZTI), and California Water Service (CWT). I also explain what changed from last month, dividend growth, earnings expectations, and how I use Dividend Yield Theory and estimated returns to evaluate these stocks. Check out Yieldr: https://yieldrapp.com/

  6. Aug 12

    E322 - 5 Undervalued Financial Stocks to Buy Right Now?

    Looking for undervalued financial stocks with strong long-term growth potential? In this video, I use Dividend Yield Theory to identify 5 high-quality financial companies that appear undervalued based on their historical dividend yields. We’ll look at Aon (AON), Intercontinental Exchange (ICE), S&P Global (SPGI), FactSet Research Systems (FDS), and MSCI (MSCI), including their dividend growth, valuation, expected earnings growth, and estimated forward return potential. Some of these stocks have potential discounts to fair value of more than 20%, while one has an estimated forward return approaching 19%. I’ll also explain how Dividend Yield Theory works, why it can be useful for dividend growth investors, and why you shouldn’t rely on it as a standalone valuation model. If you’re looking for high-quality dividend growth stocks with attractive total return potential, these five are worth a closer look. Check out Yieldr to analyze stocks, compare quality and valuation, track your portfolio, and project future dividend income: https://yieldrapp.com/ #DividendStocks #DividendGrowth #Investing

  7. Aug 10

    E321 - Is Rollins Stock a Buy After This Massive Sell-Off?

    Is Rollins (NYSE: ROL) finally a buy after its recent sell-off? In this video, I analyze Rollins using my three-part stock research framework: Is Rollins a high-quality business? Is it a company I actually want to own? Is the stock an attractive opportunity today? Rollins currently has a 92/100 Quality Score, with strong free cash flow growth, high returns on invested capital, healthy margins, and a strong balance sheet. The company also has more than two decades of dividend growth and has continued to deliver double-digit dividend increases. But the stock has fallen significantly from its early-2026 highs, so the more interesting question is whether the sell-off has created an attractive entry point. I’ll look at Rollins' latest earnings results, organic growth, acquisitions, margins, dividend growth, valuation, and potential future returns. My valuation models currently suggest Rollins is trading at roughly a 34% discount to fair value, while my five-year return estimate comes out to approximately 19% annually. I also explain why I believe Rollins is a business I want to own—but why that doesn't necessarily mean it's the best opportunity in my Quality Investable Universe. Disclosure: I own shares of Rollins (ROL). 📊 Analyze stocks and portfolios with Yieldr:https://yieldrapp.com/ 📈 Follow my Quality At A Fair Price newsletter:https://qualityatafairprice.substack.com/ If you enjoyed the video, please like the video, subscribe to the channel, and let me know in the comments which stock you'd like me to analyze next. #Rollins #ROL #DividendStocks #DividendGrowth #StockAnalysis

  8. Aug 4

    E320 - Top 25 Dividend Stocks to Buy in August 2026 (High Quality + Undervalued Opportunities)

    Finding great dividend stocks is easy. Finding high-quality dividend companies trading at attractive valuations is much harder. In this video, I break down my Top 25 Dividend Stock Opportunities for August 2026, a screen designed to identify companies combining: ✅ Strong business quality ✅ Reliable dividend growth ✅ Attractive valuations ✅ Potential for strong long-term total returns This month's list includes companies with: 📈 Average dividend yield: 3.15% 💰 Average valuation discount: ~16% 🚀 Average projected 5-year annual return potential: ~14% Some of the companies featured include: Zoetis (ZTS) Broadridge Financial (BR) Accenture (ACN) Blackstone (BX) SBA Communications (SBAC) Paychex (PAYX) Amdocs (DOX) PepsiCo (PEP) McDonald's (MCD) Thomson Reuters (TRI) McCormick (MKC) Constellation Brands (STZ) and more ⚠️ Important: This list is not a recommendation to buy any stock. It is a starting point for further research. Always evaluate a company's fundamentals, valuation, risks, and your own investment goals before making investment decisions. 📊 Want to see the full list, data tables, and analysis? Subscribe to my free newsletter: ➡️ Quality At A Fair Price: https://qualityatafairprice.substack.com/ 📈 Analyze your own portfolio and thousands of stocks with Yieldr: ➡️ https://yieldrapp.com/ Yieldr helps investors analyze dividend stocks using: Dividend Yield Theory Free Cash Flow Valuation P/E Valuation Quality Scores Portfolio Dividend Tracking Founding Member pricing is available until September 7th. If you enjoyed this video: 👍 Like the video 🔔 Subscribe for more dividend growth investing content💬 Comment below: Which dividend stock on this list are you researching? #DividendStocks #DividendInvesting #DividendGrowth

See All (328)

Trailer

4.3
out of 5
37 Ratings

About

I'm a passionate dividend growth investors on the lookout for the best dividend stocks that will help me grow my portfolio. My main focus is to maximize my total return all the while building a growing truly passive income stream of dividends. Join me as I share my approach to dividend investing.

Information

You Might Also Like