These three dividend stocks are trading at discount, value levels in my opinion. Two of them are nearly 30% off their 52-week highs. I plan to add to each of these three dividend stocks in my personal portfolio.
#dividend #stock #investing

0:00 INTRODUCTION
1:03 STOCK 1: REALTY INCOME (O) REIT
1:28 Realty Income (O) is the "monthly dividend company". This really matters to me now that I use dividends to pay bills.
2:01 When using dividend stock pay bills, monthly predictability matters.
2:28 Monthly dividends can be a game-changer.
2:40 O pays a staggering 5.55% dividend distribution yield.
2:48 O pays a good 100 basis points above the 20-year Treasury Bond.
3:15 In some ways, I like O as a better stable investment vs. Treasury Bonds. Their real estate is impressive.
4:00 Down about 20% from it’s 52-week high.
4:40 They are trading at a 13.94 Price/AFFO (PE Ratio proxy).
5:21 What I like about Realty Income (O) and what I don't like as much.
5:33 Realty Income made a large investment in The Bellagio.
6:26 The rent escalators are indicative of slow growth.
8:27 STOCK 2: RAYTHEON TECHNOLOGIES (RTX) (Now just called RTX)
8:48 RTX is down a huge 30% from its 52-week high.
8:59 Forward PE of 14.9 this year (13.37 next year).
9:04 Starting yield is 3.16%, but it grows by 7.49% each year, on average.
9:47 They are taking a $3 billion pre-tax charge due to early service on powder metal parts in jet engines.
11:27 Key Takeaway: I feel the stock has aggressively overreacted to this news.
12:34 Pros and Cons with RTX.
12:43 Before the drop, this was my 5th largest position (it's almost Core 4 for me).
13:13 I believe they will keep paying and increasing their dividend.
13:24 They confirmed they will repurchase $3 billion in shares for 2023.
14:02 Could their end customer lose confidence in the company?
15:09 STOCK 3: GENERAL MILLS (GIS)
15:30 They are down nearly 30% from their 52-week high.
15:44 Forward PE is 14.73 this year.
15:52 Starting dividend yield is 3.57%, but the last increase was 9.3%.
16:45 I love buying quality stocks at good valuations that tend to increase the dividend by 7% per year or more.
17:50 Pros and Cons With General Mills
18:28 Screenshot: General Mills reaffirms annual guidance! Their metrics are strong.
18:59 DISCLOSURE AND DISCLAIMER
19:43 Check out my exclusive PPC Ian merch! (Link in the pinned comment!)

DISCLOSURE: I am long Realty Income (O), Raytheon Technologies (RTX), General Mills (GIS), and SCHD. I own these stocks in my personal dividend stock portfolio.

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Because the information herein is based on my personal opinion and experience, it should not be considered professional financial investment advice or tax advice. The ideas and strategies that I provide should never be used without first assessing your own personal/financial situation, or without consulting a financial and/or tax professional. My thoughts and opinions may also change from time to time as I acquire more knowledge. These are, as discussed above, solely my thoughts and opinions. I reserve the right to delete any comments for any reason (abusive in nature, contain profanity, etc.). Your continued reading/use of my YouTube Channel, blog, email newsletters, whitepapers, Excel files, and other materials constitutes your agreement with and acceptance of this disclaimer.

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