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. 2d ago

    E332 - 25 Dividend Stocks I’m Watching in October 2026

    I screened the U.S. stock market for dividend stocks that combine an attractive starting yield, strong fundamentals, reasonable valuation, and above-average future return potential. For October 2026, the screen produced 25 stocks with an average dividend yield of 3.38%, an average potential discount of roughly 30% based on dividend yield theory, and estimated future return potential of about 18.5% per year. In this video, I take a closer look at several of the stocks on the list, including Zoetis (ZTS) and Domino’s Pizza (DPZ), and explain why they stand out after their recent declines. I also walk through the screening process I use to narrow the entire U.S. stock market down to just 25 ideas each month. The goal isn't to tell you what to buy. It's to identify companies that appear quantitatively attractive enough to deserve a closer look. 📊 Get the full list of 25 stocks: https://qualityatafairprice.substack.com/p/top-dividend-stocks-october-2026 📈 Research these stocks in Yieldr: https://yieldrapp.com/ This is for informational and research purposes only and is not investment advice. Thanks for watching! #DividendStocks #DividendInvesting #QualityInvesting

  2. 5d ago

    E331 - Accenture Just Had Its 2nd-Best Day Ever. Here’s What Changed.

    Accenture just had its 2nd-best day ever, with ACN jumping 15.78% at the close after its latest earnings report. At one point, the stock was up more than 24%, putting it within striking distance of its all-time best day. So what changed? In this video, I break down Accenture's latest results and the bigger question investors have been asking: Is AI ultimately a threat to Accenture's business, or could it become one of its biggest growth opportunities? We look at: • Accenture's $18.7B quarterly revenue and $22.2B in bookings • Why the company now has nearly 110,000 AI and data professionals • The shift toward fixed-price and outcome-based work • Why managed services is now slightly larger than consulting • Accenture's $4.9B acquisition strategy • Its partnerships with Google Cloud and Anthropic • The dividend, buybacks and $11.6B of free cash flow • What Accenture's 3–6% FY2027 growth guidance tells us • And why today's massive stock move doesn't necessarily settle the long-term AI debate The bigger question is whether Accenture can turn AI-driven demand and productivity gains into sustainable growth and stronger cash flow over the next several years. 📊 Follow along with my stock research and portfolio analytics platform: https://yieldrapp.com This video is for informational and research purposes only and is not investment advice. #Accenture #ACN #Investing #DividendStocks #AI

  3. Sep 29

    E330 - SCHD’s Next Dividend Could Set a New Record

    SCHD is still growing its dividend in 2026. But through the first three quarters, it’s ahead of 2025 by just 0.84%, the smallest positive Q3 lead in the fund’s history. Now, everything comes down to the final dividend of the year. In this video, I break down exactly what SCHD needs to pay in Q4 to: • Match its 2025 dividend • Produce positive dividend growth • Reach my current Q4 estimate • Avoid setting a new low for annual dividend growth My current base estimate for the Q4 distribution is $0.2836 per share, but the key number is $0.3113. That’s approximately what SCHD needs to pay to reach its previous minimum annual dividend-growth rate of 3.78%. So how unusual could SCHD’s 2026 dividend growth actually be? Let’s look at the numbers. Yieldr: https://yieldrapp.com/Disclaimer: This video is intended for entertainment purposes only and should not be taken as investment advice.

  4. Sep 21

    E329 - I Ranked All 58 Dividend Kings — Here’s Where the Opportunities Are

    There are 58 Dividend Kings, companies that have increased their dividends for decades. But having a great dividend history doesn't automatically make a stock a great investment at today's price. In this video, I rank all 58 Dividend Kings based on the combination of Quality and Return Efficiency. The Quality Score measures the underlying quality of the business, while Return Efficiency looks at what you're paying for the stock's future return potential. The two scores are combined into a Final Score. This produces some very different results from simply ranking the Dividend Kings by yield, dividend growth, or quality alone. I look at some of the highest-quality companies, some of the most undervalued companies, familiar names like Lowe's and PepsiCo, and the companies that rank near the bottom of the list. The goal isn't to create a buy list. It's to create a research starting point and identify where quality and valuation currently line up. Read the full Dividend Kings analysis: https://qualityatafairprice.substack.com/p/i-ranked-all-58-dividend-kings-heres Research the Dividend Kings with Yieldr: https://yieldrapp.com/ Yieldr is the portfolio tracking and financial analytics platform I built to help investors research stocks, analyze fundamentals, estimate fair value, track portfolios, and monitor dividend income. This video is for informational and research purposes only and is not investment advice.

  5. Sep 18

    E328 - Is It Still Safe to Buy SCHD at These Prices?

    SCHD is up about 22% in 2026 and trading near its all-time high. Should you still keep buying? I analyzed 3,745 trading days to see what historically happened when investors bought SCHD at all-time highs. I also look at SCHD’s largest holdings, current valuations, dividend growth, and whether the ETF still offers reasonable value today. Yieldrapp - https://yieldrapp.com/The best portfolio tracker and stock research platform! Disclaimer: Not investment advice.

  6. Sep 14

    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

  7. 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.

  8. 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.

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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.

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