Chuck Carnevale (FastGraphs)

Para los que manejáis valores y parámetros seguro que renta la suscripción.

Yo que no entiendo ni papa meditaba más apuntarme a las Cartas del Dividendo, que seguro entenderé algo más :grinning_face_with_smiling_eyes:
No se si alguien más lo había valorado

Mejor ahorra e invierte. Con el conocimiento que destila este foro puedes hacerte un eToro comprando lo que compren tus referencias.
(ojala lo hubiese practicado)

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Sobre Clorox(CLX)

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Aflac (AFL), Bristol Myers Squibb (BMY), Ameriprise Financial (AMP), Reinsurance Group of America (RGA), Magna International (MGA), Royal Bank of Canada (RY), Intel (INTC), Bank of New York Mellon (BK), Principal Financial Group (PFG), US BankCorp (USB), Pfizer (PFE), Franklin Resources (BEN), Prudential Financial (PRU), Manulife Financial (MFC), Truist Financial (TFC), Travelers (TRV), Archer Daniels Midland (ADM), State Street Corp (STT), JP Morgan (JPM), Merck & Co (MRK).

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It is hard but not impossible to find attractively valued dividend growth stocks in today’s frothy stock market. Low interest rates have given investors to look to dividend growth stocks for their income needs. Additionally, this simultaneously resulted in the flight to quality that has driven most of the best-of-breed dividend growth stocks to unattractively overvalued levels. However, it is a market of stocks and not a stock market. Therefore, just because good value is harder to find in this market, it does not necessarily follow that it is not there.

With this video series I am presenting a subscriber request of the process and tools that I utilize to identify attractively valued dividend growth stocks in today’s market. To be clear, the primary focus of this part 1 video will be to illustrate the process I use to identify attractively valued dividend paying research candidates that can be utilized to construct a prudent dividend growth portfolio relative to the individual investor’s needs, goals, objectives, and risk tolerances.

*However, although this process will identify attractively valued dividend paying growth stocks, they will not all be identical, and therefore interchangeable. In other words, some of them will be suitable for certain objectives and not others, etc. Nevertheless, the things they will all have in common is a reasonable valuation and a dividend yield. On the other hand, some of them will have high yield characteristics, others will have lower yield characteristics with greater growth potential - and virtually everything in between. The central idea is to apply common sense to pick and choose the appropriate research candidates to meet the goals and objectives of the individual investor or professional that is putting the portfolio together. *

In part 2 we will utilize these research candidates to construct various dividend growth portfolios that meet specific objectives. There is no one-size-fits-all. Nonetheless, in all cases the principles of sound fundamental value investing apply.

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Partes 2 y 3 con ejemplos de portfolios segun objetivos

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05:33 Top 25 Dividend Aristocrats Chuck really wants to own
06:56 S&P Global Inc
08:46 Atmos Energy Corp
09:07 McCormick & Co Inc
09:36 Sherwin Williams Co
10:28 Air Products & Chemicals Inc
10:54 Stanley Black & Decker Inc
11:20 Automatic Data Processing Inc
11:41 Becton Dickinson & Co
11:55 General Dynamics Corp
12:13 Expeditors International of Washington Inc
12:32 Medtronic plc
13:02 Johnson & Johnson
13:20 Linde plc
13:37 PepsiCo Inc
13:52 Illinois Tool Works Inc
14:02 3M Co
14:32 Ecolab Inc
14:44 Target Corp
15:00 Lowes
15:30 McDonalds Corp
15:47 WW Grainger Inc
16:14 Hormel Foods
16:30 Roper Technologies Inc
16:44 NextEra Energy
16:59 Realty Income
17:30 Top 10 Dividend Aristocrats based on valuation
17:47 Walgreens Boots Alliance
18:00 IBM
18:18 AbbVie
18:38 Peoples United Financial
19:12 Franklin Resources
19:28 Nucor Corp
20:20 AT&T
20:42 Aflac
21:02 Cardinal Health
21:25 Archer Daniels Midland

Los tiempos los he sacado del segundo comentario del video en YT, que tiene puestos los enlaces para ir directamente.

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AbbVie (ABBV)
Aflac (AFL)
Altria (MO)
Amdocs (DOX)
Ameriprise (AMP)
AmerisourceBergen (ABC)
Amgen (AMGN)
Anthem (ANTM)
Best Buy (BBY)
Cardinal Health (CAH)
Cigna (CI)
Comcast (CMCSA)
Cummins (CMI)
CVS (CVS)
Dicks (DKS)
Evercore (EVR)
FedEx (FDX)
FMC Corp (FMC)
Globe (GL)
Ingredion (INGR)
Intel (INTC)
Jack In The Box (JACK)
JM Smucker (SJM)
JP Morgan (JPM)
Lithia Motors (LAD)
Lockheed Martin (LMT)
McKesson (MCK)
Merck (MRK)
Northrop Grumman (NOC)
Omnicom (OMC)
Primerica (PRI)
Raymond James (RJF)
Science Applications (SAIC)
Silgan Holdings (SLGN)
Spire (SR)
Stifel (SF)
Tyson Foods (TSN)
UGI Corp (UGI)
UNB Financial (UMBF)
Whirlpool (WHR)

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Supongo que acciones del tipo BEN, KMB, WBA … a pesar de ser de las típicas quedan fuera por no cumplir los criterios de crecimiento.

Un saludo.

En este vídeo habla de "40 companies that I like very much"

En el vídeo anterior hablaba de “Dividend Aristocrats that look very attractively valued today. But unfortunately, they are not necessarily the best Dividend Aristocrats on the list”. Yo creo que ahí mete las que mencionas

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Una excelente cartera, para no complicarse la vida y vivir tranquilo, eso si, dificil pillarlas a buen precio.

Puede ser una buena lista de la compra

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Ultimamente, Mr Valuation está muy empecinado en que compremos Cigna. Ayer subió otro video donde vuelve a hablar de ella.

Llevo siguiéndola unas semanas. Buen sector, buenos números. Seguramente la compre en breve. Echadle un ojo, creo que merece la pena.

Saludos!

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Roblox Corp (RBLX), Nintendo (NTDOY), Activision Blizzard Inc (ATVI), Electronic Arts (EA), Take Two Interactive Software (TTWO), Zynga Inc (ZNGA), NetEase Inc (NTES)

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Weekly Recap/Videos

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Weekly Recap/Videos

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A mi me ha convencido.

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Valoración de Chuck Carnevale sobre la caída de LMT:

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Weekly Recap/Videos

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