The Dividend Mailbox®
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.
Episodes
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Almost everyone knows that tariffs and trade wars have sent global markets spiraling, with the Dow down 17% and the S&P 500 down 20% from their highs, based on our recording date. While technically that implies we have entered a bear market, it also means better prices for long-te...
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After Williams Sonoma reported earnings before market open on March 19th, 2025, we saw their results as an excellent example of how to execute a dividend growth strategy on a day-to-day basis. While we have covered $WSM in several previous episodes, it is a case study on dividend gro...
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While it may be a somewhat misused paraphrase of Warren Buffett's famous baseball analogy, 'fat pitch' is a term often thrown around in investing circles. In most settings, it implies that an investment opportunity is extremely lucrative with a high probability of succe...
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Schedule a meeting with us -> Financial Planning & Portfolio Management
Following brief upward momentum after we first bought Hershey, the stock proceeded to slide downward. Cocoa prices remain elevated, and there is significant uncertainty surrounding the short-term impacts on the company's operations. However, Hershey's recent earnings re...
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Is there anything predictable about the stock market? If so, how much power or truth does it hold? Do sophisticated models and strategies have a predictive edge? Even if you’re an investor with limited experience, the odds are at least one of these questions has piqued your interest at some point in your investing career.
In episode 43, Greg di...
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You, the investor, must choose between investing in two companies based on their financial results over two years. One has steady revenue and earnings growth, alongside decent dividend growth. The other experiences moderate financial decline, but boasts strong dividend growth. Given this information beforehand, which would be the better investment?
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The last time the S&P 500 dividend yield was sitting at 1.17% was in February of 2001. Many investors remember the stretched valuations 23 years ago, and even more so, how the following year proved to correct that exuberance. While stock prices are currently hovering around all-time highs, us dividend growth investors targeting a yield of 2.5-3% may...
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The corporate life cycle is an important yet often overlooked factor in investing. Like all things, companies age over time, with each phase having its own pros and cons.
In this episode, Greg explores the corporate life cycle's impact on dividend growth investing. Using research from Morgan Stanley and Aswath Damodaran, he covers various...
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When a company’s stock price has struggled for years, a change in management may be just what it needs to get back on track. Even still, new management can’t fix everything.
Historically, Starbucks has been an impressive growth story, generating phenomenal wealth for investors. Despite its profitability and strong cash flows, recent challenges have rai...
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In our August episode, Greg interviews longtime friend and fellow financial advisor Kent Hughes. Kent has worked in the industry for over 40 years, focusing his investment strategy on quality and market indices. During his career as an advisor, Kent's expertise has earned him placement on both the Forbes and Barron's Top Wealth Advisor lists.<...
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In this episode of The Dividend Mailbox, Greg takes an in-depth look at Snap-on (SNA), a company with a rich history of tool innovation and consistent dividend payments since 1939. He discusses the company's evolution from automotive tools to specialized equipment for various industries, its unique franchise model, and its financing arm. By examinin...
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To start our fourth year of The Dividend Mailbox, Greg is joined by Daniel Peris, author of The Ownership Dividend: The Coming Paradigm Shift in the U.S. Stock Market and Head of the Income and Value Group at Federated Hermes. Daniel's deep historical perspective and expertise offer valuable insights into the future of dividend growth strategies and...
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In today's episode, Greg dives into a practical application of our dividend growth strategy by discussing a recent buy, a watch, and a sell.
He starts the episode with Hershey (HSY), exploring why this classic chocolate maker made it into our portfolio despite soaring cocoa prices. Although it may sound like a boring name, companies like ...
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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-fo...
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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...
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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 ...
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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, ther...
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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 ...
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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, Gr...
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To most investors, big returns are associated with exciting stories or cutting-edge technology. Since everyone is in the market to make as much money as possible, “boring” companies can be easily dismissed without much second thought. That line of thinking is straightforward enough but it may be misguided. Truthfully, some of the better-performing compani...
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