Something has to be done about this money printing and ridiculous government spending. The whole country will end up like California and New York soon if it keeps us

@ppcian

2 ай бұрын

At a macro-level, you bring up valid concerns. I do believe that the election this year will be quite important. Thank you for sharing!

@killersentra

2 ай бұрын

Not the money printing. It's crypto currency destroying this country.

@8ofwands300

2 ай бұрын

@@ppcian yep. Don't vote for criminal traitorous conman Trump. 😒

@8ofwands300

2 ай бұрын

Pal. Inflation is worldwide. Usa is recovering the best from pandemic. Ugh.

@supaflydann

2 ай бұрын

​@8ofwands300 and what causes inflation pal? C'mon.

Great video! I bought SBUX, JNJ, NKE, VICI the past week

I had a similar approach! I bought 25 shares of DGRO and 5 shares of SBUX yesterday! 30 years old, so I have a 20+ year time-frame! Keep up the great work!!!

Added LOW, CAT & JPM yesterday to our portfolio while the market was down. Also finally started into SCHD when it was down almost 2% yesterday.

@asphaltandtacos

2 ай бұрын

Very solid picks

Thanks Ian!! Appreciate all you do and the discussion

@ppcian

2 ай бұрын

Thank you!!!

Love that Starbucks is one of your picks. I like where it's at right now and have been buying small tranches here and there. I will continue to do so if it continues to trend downward. Hard to ignore the value of PFE right now too.

I've been buying BMY. Looks grossly undervalued due to fear over impending patent cliffs, but they have a deep pipeline, plenty of FCF for div growth and buybacks too. I'm also becoming more interested in SBUX. They are still expanding globally opening more stores and people will buy Starbucks drinks in any economy good or bad. As you say, its a simple pleasure that can be enjoyed in stressful times. Plus, I need a position that offers a high dividend CAGR. Thanks for the video, Ian! 😃

I do something similar to yourself, multiple strategies. The higher yielders are great for more cash now/short term future and those dividend payments are motivating. I have a few higher dividend paying favorites like O and the cigarette companies that pay more now. I also LOVE me a good growth machine like V, MA, MSFT, and the like where it's not so much cash now, but I know that in over 20 years when I actually want to live off my dividends, these companies will be paying me a handsome sum. I LOVE the way you explain higher yield now vs higher growth. Yours is one of the channels I always recommend for newer investors to get the fundamental concepts down.

@ppcian

2 ай бұрын

Thanks for sharing and thanks for your very kind words!!! (Disc: I’m long O)

Buying SCHD

@ppcian

2 ай бұрын

I have been so impressed with SCHD. It's difficult to beat, and I love that ETF. Also have it on my list to add more. Wishing you a great one. (Disc: I'm long SCHD)

@leeh.6377

2 ай бұрын

Why

@BrettBayer-gj3uo

2 ай бұрын

@@leeh.6377 I see it as in the sweet spot for meeting my needs in my portfolio. It is the right amount of yield plus dividend growth plus diversification with my other holdings like VOO. Everyone's financial journey is different and SCHD is the right ETF for me today.

@bobdole7701

2 ай бұрын

DGRO is a better choice IMHO...

I always get excited when I see you uploaded a new video. I've been buying Gladstone land and American express lately

Hey Ian. Thanks for this.

@ppcian

2 ай бұрын

Thanks so much for your kind words and longtime support, my friend. Wishing you all the greatest!

Glad to have you back!

@ppcian

2 ай бұрын

Thank you!

MO has been a good buy lately 👌

I love your analogy’s Ian! I love trees, and find that with stocks comparison compelling and accurate! 👍👍 Always appreciate all you do! 🙏❤️ I’m personally considering MO or BTI which one for long-term survivability. 🤔 Both are at a steal if long-term survival is good. I’m long SBUX too 👍

Liked and Subscribed (ALL). I've just purchased SBUX in the month of March. I currently have 155 shares and also want to purchase more.

@ppcian

2 ай бұрын

Thanks for liking and subscribing! Go, Starbucks! (Disc: I’m long SBUX)

Thank you for being back Ian! You are such a fresh and hopeful voice every video. I have been adding to quality REITs: $VICI $EPR $EPRT and even $CCI

Love those videos, Ian. First, you and I are both planting trees this Spring(apple and pear, as well as SBUX and NKE). Thank you for dedicating time to the community like you do, sir.

I always appreciate your videos OG, Always keep compounding

@ppcian

2 ай бұрын

Thank you, my friend, for your kind words!

Great Ian …big ups

@ppcian

2 ай бұрын

Thanks, my friend!

I really like the fruit tree analogy, it's perfect for dividend investing! Like you, I have been adding SBUX, I think they have been hurt by the events in the Middle East, along with MCD. Great video, thanks for all you do.

@ppcian

2 ай бұрын

Thanks for your comment, my friend! Always appreciate it! (Disc: I’m long SBUX and MCD)

I like the energy! New subscriber 😊

@ppcian

2 ай бұрын

Thank you! That means a lot!!!

I'm buying Palantir and selling calls against a portion of it to generate yield. I've never owned Starbucks before but I think it's compelling at these levels.

@ppcian are you worried about potential dividend cut for PFE if they can’t make their recent acquisitions work? I’ve been slowly nibbling but still a bit hesitant as it is a real possibility in my opinion. Love to hear your thoughts

@ppcian

2 ай бұрын

It’s a risk, but I believe the odds are in favor of everything working out just fine. (Disc: I’m long PFE)

I dropped SBUX from my portfolio. I am considering adding JPM and UNP to my portfolio.

Great video Ian! I also have my eye on SBUX. JNJ is looking tempting as well. Decisions, decisions.

@ppcian

2 ай бұрын

Those two are top-of-list for me too!!! Wishing you all the greatest. (Disc: I’m long SBUX and JNJ)

Have you done a video on high dividend growth stocks with lower yield vs higher initial yield stocks both with dividend reinvestment. It would be interesting to see and seems up your alley for content. Tons of preferred shares going on sale BTW

Ian, re qualified gains on $PPE. Qualified status is determined by the holding period. It’s not that certain companies are qualified and some aren’t. You must have held the stock for more than 60 days during the 121-day period that begins 60 days before the ex-dividend date. So it’s a holding period thing. Not a specific stock is qualified or not. I should say though, non US based companies won’t qualify for qualified. IRS code.

Great video! Thank you.

@ppcian

2 ай бұрын

Thank you!

Love SBUX also. It’s my third largest position and I’ve been happily adding during this downturn.

@ppcian

2 ай бұрын

Thanks for sharing! (Disc: I'm long SBUX)

Every day at lunch I add shares to 1 of my 10 dividend buckets. Today was SBUX ☕️ Been watching you since 2019! I love the structure and routine dividend investing has brought to my day. Keep rockin Ian 🙂

@ppcian

2 ай бұрын

Thanks for watching all these years! Your support means a lot! (Disc: I’m long SBUX)

Good analogy Ian

@ppcian

2 ай бұрын

Thank you!

I need to buy SBUX but I'm waiting for low $80's, I got about 20 shares of PFE and dca'ing hopefully to 50 shares. What happened to your VTRS position? I mostly like mature trees. I know that sounds sexual, it is what it is!

Excellent analogy

@ppcian

2 ай бұрын

Thank you!

Good to see a video from you!

@ppcian

2 ай бұрын

Thank you!

Currently buying SBUX and UNH while their prices are under pressure

@amc7615

2 ай бұрын

same.. UNH, SBUX, LULU, ADBE

Can you give an example of the kind of dividend in dollars received in relation to that amount of stock you purchased (money spent get you what in dividend payments) (annually, quarterly, or monthly)

I`am buying Texas Instruments, Amgen and Air Products&Chemicals - all good dividend stocks and all a little bit in weakness - just my two cents..

Great video Ian! What is new with your SCHD investment thoughts? TY

@ppcian

2 ай бұрын

Love SCHD and plan to make it a large, core position! I have been impressed with SCHD’s performance. (Disc: I’m long SCHD)

Love the videos!!!

Wow, what are the odds? Just yesterday I was thinking about my stocks/dividends and how they're like trees/fruit lol

@ppcian

2 ай бұрын

That’s awesome!

I love the videos Ian

So funny… I bought some sbux & pfe on Monday!

i think that lot of investors really forget to compare low and high div. yield stocks from time perspective. We must consider that corporation that brings a lot of immediate cash back thru dividends is valuable more. As these funds can be then re-invested almost immediately to build even bigger portfolio. For starting investors the only way how to get the snowball rolling quickly is to put in as much money as they can. First years the investors own income is main stream of money to develop the portfolio, dividends build only small portion of income from beginning, and with time being this ratio changes in favor of dividends. If you would buy PFE and SBUX for 1000 usd, where PFE would increase dividend 2%annualy and SBUX 9% annually, it would take at least 20 years till both dividend cumulative totals will equal. Only after year 20, SBUX would overwhelm PFE with dividends. Upper example only considers Dividends based on current yields. Not the stock value growth. That is different story. And we also need to make sure that company with higher yields is big, stable, and of course cheap. I would say every investor must do his math. in regards of PFE vs SBUX, if i could i would probably buy both today.

Iipr has dropped below a $100 I think I’m going to buy more

Great video! SBUX now #2 in my portfolio. Added quite a bit this week. Also bought BMY, MDT, PFE

@ppcian

2 ай бұрын

Thanks so much for sharing! (Disc: I'm long SBUX and PFE)

Ty

I've watched and enjoyed your videos for years. I've been in and out of Starbucks in the past through options. I just can't consider it again due to their exposure to China. I realize its a huge market but I saw what they did to Jack Ma and Alibaba when they thought he was overstepping his bounds. I don't think they'll have an issue crushing Starbucks in China if we get into it with them over Taiwan. For your sake, I hope I'm wrong. Again, I love your videos and content. Please keep up the thought provoking work.

Bought SBUX PFE and BMY

We appreciate your videos Ian! 🚀📈

@ppcian

2 ай бұрын

Thank you!

Pfe current p/e is 73. Forward p/e is *_10_* . Nice. 6.45 % div.

ANOTHER GREAT VIDEO! THANKS!

@ppcian

Ай бұрын

Thanks for your kind words!

Great content IAN. the glasses look good on you.

@ppcian

2 ай бұрын

Thanks, my friend! I appreciate that!!!

What's ur thoughts on Dutch bros Coffee?

Keep the videos coming !

@ppcian

2 ай бұрын

Thanks, my friend, for your longtime support!

wow, didn't realize SBUX 5yr cagr of dividend was almost 10% :) See? That's why I always tune in to this channel. Great analysis from a great guy!

@ppcian

2 ай бұрын

Thanks for your kind words! Much appreciated! (Disc: I'm long SBUX)

I sold puts on Starbucks at 89$, So now I’m currently holding 107 shares average cost 88.87$, for the long term and keep DCA

@Coda1850

2 ай бұрын

I have an $85 Put with a 4/19 expiration. This coming warning call should be interesting.

Might wanna buy some gold. 🎉

Ian do an update on your Crypto holdings with the halving round the corner whats your plays because Crypto is another Asset class.

Buying JEPQ

Got some more pfe myself.👍

I do own a smaller position in SBUX And agree it is a terrific time to add. My biggest concern is if things go south with China and SBUX has to divest like MCD did in Russia or perhaps a hybrid approach like Yum brands did years back with a separate Chinese listing.

@ppcian

2 ай бұрын

Fascinating thought on the YUM/YUMC approach. I had not thought of that! (Disc: I’m long SBUX and MCD)

What to do about Starbucks. Is this a overreaction to bud light cfo or is it coffee getting too expensive

Is now a good time to buy Realty Income (O)?

@ajones8008

2 ай бұрын

yes yes and yes

@ppcian

2 ай бұрын

I personally bought quite a bit O in 2023-2024. And, I’d love to add more! (Disc: I’m long O)

So a Visa or Costco would be a packet of seeds because of the low starting yield then?! Buying more JNJ, HROW and started a position in SCHG.

@ppcian

2 ай бұрын

Great thought! I was thinking about the packet of seeds analogy too for such stocks. Wishing you all the greatest, Russ. (Disc: I’m long JNJ)

Ian whats ur opinion on JNJ right now at this price?

@ppcian

2 ай бұрын

I am a big fan, for my personal al situation. I’m excited to add to my position. (Disc: I’m long JNJ)

Hi. If i take 500 usd at 2,6% and CAGR at 9,63% . in 10 years ir is 747 usd. in 20 years 1116 usd. Then in 2044 the Divident pr year is 12,4%.

In this drop I bought SBUX, PM, BTI, VICI, ADC, MCD, JNJ, BMY Sold MO, XOM

I just ❤ your videos ian

@ppcian

2 ай бұрын

Thank you!!!

Thank you for all your hard work making these videos. You got to take care of your family first. No worries brother we understand.

@ppcian

2 ай бұрын

Thanks for your very kind words!!!

are you buying JNJ the price is really good

@ppcian

2 ай бұрын

I am planning on doing so, for sure. I'm excited about the sales! (Disc: I'm long JNJ)

My wife just began an SBUX position with 20 shares this week. I hope to buy on Monday.

@ppcian

2 ай бұрын

Thanks for sharing! (Disc: I’m long SBUX)

@Jeffs60

Ай бұрын

People can't afford to pay 6 dollars for a coffee that costs 9 cents to make even the dollar stores are not doing well as people are too broke for that too. Only AZO stays at all time highs as people repair gas car and stay away from EV car.

@Duke_of_Prunes

Ай бұрын

@@Jeffs60 What people can afford and what people prioritize are two different things.

@Jeffs60

Ай бұрын

@@Duke_of_Prunes People should get their priorities right before they end up going broke, but Warren Buffett won't go broke but he doesn't drink overpriced burnt coffee.

ppcIan! you always match up with my trades! That's so funny. Totally agree on the advice in the video. Was literally selling puts on SBUX and PFE in larger volumes this and last week. Great assets at great prices. Cheers from Kuwait!!

@ppcian

2 ай бұрын

Thanks so much for sharing all the way from Kuwait, my friend!!! That is so neat. I really appreciate it. And, it's so great to hear that we are thinking alike. Your comment made my day! Fun note - no advice in the video, just my personal journey. Wishing you all the greatest! (Disc: I'm long SBUX and PFE)

Shout out to P&Gs 7% increase! 🎉

@ppcian

2 ай бұрын

I love it! (Disc: I’m long PG)

I’m ready to buy SBUX for $73 and PFE for $25.

@ppcian

2 ай бұрын

Sounds great to me too! (Disc: I’m long SBUX and PFE)

How can SBUX keep growing? They are basically everywhere

@cashoption2319

2 ай бұрын

Asia

yall buy trees where yall's from?

Not touching SBUX unless it sells off to low 70's.

@ppcian

2 ай бұрын

Low 70s would be awesome! I hope, will add more at that level for sure. (Disc: I’m long SBUX)

McDonald’s and Starbucks. Greetings from Vienna, Austria

@ppcian

2 ай бұрын

Thanks for watching all the way from Vienna! (Disc: I’m long MCD and SBUX)

What about MMM?

@icawn

2 ай бұрын

No. Their administration is bought and paid for. Top management are squeezing what they can from the company without remorse.

SBUX is looking very attractive now. The fear index is high, so it's a good time to invest.

@ppcian

Ай бұрын

I agree! Very excited to add. (Disc: I'm long SBUX)

@Jeffs60

Ай бұрын

People can't afford to pay 6 dollars for a coffee that costs 9 cents to make even the dollar stores are not doing well as people are too broke for that too.

SBUX 💪

Inflation is making people poorer and paying more on mortgage thus I can’t refi for paying less, fuee I am buying these two tonight

Ian, Pfizer just bought SGEN and closed the deal in November. SGEN had some quality cancer products on the market. May get some growth out of PFE yet.

@ppcian

2 ай бұрын

Great point! (Disc: I’m long PFE)

Love it Ian!

@ppcian

2 ай бұрын

Thank you!

Buy one large tree and spend the rest of the money on the smaller plants. 50/50

Sbux? No Atmosphäre plus selfservice!

@ppcian

2 ай бұрын

Will have to agree to disagree. (Disc: I'm long SBUX)

@brucesmith9144

2 ай бұрын

People worldwide still flock to it even though their products are pricey.

@herbertraber7911

2 ай бұрын

@@brucesmith9144

UNH

@ppcian

2 ай бұрын

Thanks for sharing!

This sbux opinion didn't age well 😂

Looks the Asien REITS! There are realy cheap! 50-70% under NAV….chance/risk the best…

@ppcian

2 ай бұрын

Will take a look. Thanks for sharing. This year, I increased my position in Realty Income substantially, so I do have some great exposure to REITs. (Disc: I'm long O)

UNH!

SBUX.... I do not understand a company wirh no equity. For me it looks too risky. 🤔

@cashoption2319

2 ай бұрын

SBUX owns every location no franchisees

@jonnes__4657

2 ай бұрын

@@cashoption2319 If they own it, they would have a lot of equity in it's balance sheet. I guess they are using equity to buy back shares.

Sbux? Solala…. The Money is empty from the people…why should they buy a coffee for about 5 Dollar? Ist extremly Overpriced, fair away from the commodity coffeeprice….

@ppcian

2 ай бұрын

The "$5 overpriced coffee" has long been an argument of skeptics. However, that argument just has not come to fruition as of yet. Based on their financial performance, the business is booming across-the-board, and continues to do so. Here's their latest earnings release which is simply staggering: s22.q4cdn.com/869488222/files/doc_financials/2024/q1/1Q24-Earnings-Release-Final-1-30-24.pdf (Disc: I'm long SBUX)

@NicE-jq3wv

2 ай бұрын

I don’t go to Starbucks anymore either but I still buy their coffee k cups to make at home. They have unparalleled brand recognition

Great video Ian.....not a fan of starbucks....don't agree with their political stance when it comes to the Israel and Palestine conflict. As an investor I prefer companies I invest in to stay neutral when it comes to politics.

Adding SBUX, SCHD, JNJ, SWKS, ET, EPD, UNH. Sold MO

!!

First!

@ppcian

2 ай бұрын

Thanks for being first! Thanks for your support!!!

I wouldn't touch Pfizer with a stick. The Litigation risk is huge

@brucesmith9144

2 ай бұрын

One day it will come and make the tobacco and asbestos lawsuits appear puny in comparison.

@letmeplay1song

2 ай бұрын

@@brucesmith9144 so true

@cashoption2319

2 ай бұрын

Every company has Litigation risk

Allways the Same…Finance Blogger Allways Long, Long, Long🙂 Not the best idea….

@play002300

2 ай бұрын

You’re probably looking for a different channel, this one is buy and hold

@ppcian

2 ай бұрын

Just sharing my personal journey. I've been at the dividend game a very long time, and it's worked great for me. May not be the right strategy for everyone, but I've been pleased with my personal results.

@rokker333

2 ай бұрын

@@ppcian I am apologizing for herberts comments in behalf of the reasonable and friendly germans :) I am not that much of a pure value investor like you, ian, but I appreciate your videos very much and it always gives me a perspective to pure value and reminds me of the value that those stocks have in my portfolio. One of my most solid positions are german insurance holdings (MuRe and Allianz) and they both performed well in the lower double digits p.a. in stock price but even better, my personal dividend rate is crazy after only 4 years of holding them (over 7%). SBUX is on the watchlist but for me only a buy when it is dirty cheap. Must come done a bit more. With current markets (inflation data) it might be doing so. However, I did buy KO this week just to build up a long term "passive" position in it.

I also added more shares of these 2 companies this week to my current positions at discounts. ☺️Thanks for sharing, Ian!

@ppcian

2 ай бұрын

Thanks so much for sharing! Wishing you all the greatest!