I Looked At 100 And Picked 5 High Yield Dividend Stocks (Vanguard VYM ETF Analysis)

I looked at 100 high dividend yield stocks from the vanguard high dividend yield ETF () and chosen 5 for a much deeper analysis.

0:00
1:55 Dividend Play 5%.
7:00 Starbucks.
9:44 Gold Tomorrow More.
11:34 ADM Tuesday.
13:29 HPQ.
17:38 Comment On 95.

Verizon Stock Analysis.
SBUX.
ADM 2019.
HPQ Buffett.
Gold Strategy.

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I Looked At 100 And Picked 5 High Yield Dividend Stocks (Vanguard Analysis)

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47 Comments

  1. WARNING: As the channel grows (thank you all for that), there are more and more scammers impersonating me. The only thing I am selling is my Research Platform and Book ​​https://sven-carlin-research-platform.teachable.com/p/stock-market-research-platform
    All that I do, the real links to my content are in the description of the video, I don’t give out my Whatsapp number and I don’t sell any Cryptocurrency related things! BE CAREFUL OUT THERE!

  2. I don’t understand something with your spreadsheet model for dividends (and I’ve been using it for 2 years), but is the dividend counted twice if you don’t delete the second line ? Because I usually delete it in my dividend based calculations (so I might be an extreme value investor if I’m cutting half the potential value away…)

    1. The second line PV(10%), is the dividend from the first line discounted back to today for your desired return (in this case 10%). To determine the final value, you actually only look at this discounted line and not the first line, so by leaving the first and second line there you are not counting the dividend twice. As a general rule, you should leave the second line there if you actually get the earnings, which for dividends is the case. And you should remove it if you don’t get the earnings (so a company with no dividend, reinvesting earnings for growth)

    2. @Kay Verbruggen Well thanks a lot for clarifying, you probably made me richer for it! (let’s hope).

    3. there is the dividend and there is the present value of the dividend 🙂

    4. @Value Investing with Sven Carlin, Ph.D. ​ Thanks for answering. I usually don’t use dividends as a metric (as I’m heavily taxed on it) so I somehow had a mental bug about these 2 lines. Can’t wait for the Car companies video now. Change my mind : car companies are priced as if they were on the brink of bankruptcy, because they are, even Stellantis…even Tesla!

  3. Hi Sven! VZ shareholder here, also considering HPQ, great video as always! In case you plan to do some similar broad analysis for REITs, I have one I may suggest: IGD.MI, owning malls/shopping centres. It’s in a sector everyone hates (physical retail) and a country everyone thinks will collapse (Italy), so likely twice overlooked. However, trades at ~0.3 P/B, good FCF, 10% dividend yield, stable >95% occupancy and not too crazy debt (<1/2 the assets value). Looking at their filings, many of their assets seem to be in the wealthy north east, and those I visited in the past are modern and well maintained. Hope this is interesting!
    Have a good day!

  4. Sven, if you could do a video about cycles in general and how to spot them, across sectors, I’m sure many viewers would find value in that. When you say “watch the cycle” I’m not very sure what to watch for or what to watch out for. Thank you for the great content as always.

    1. YES! I learned a lot from Sven’s older videos on the Copper / Gold cycle, and I would definitely watch a video about other cycles.

  5. Great Video.

    I’m locked in on a $65 covered call (when it was $89) until June 2023 on ADM. So, my premium places me at a cost of $63 dollars a share.

    I hope it tanks and the contract expires useless.

  6. Thanks for another great video.
    Regarding gold you mentioned a Ray Dalio Allweather approach with setting a target allocation and simply buying when you’re under and selling when you’re over.
    But how often would you rebalance? Would it be based on time (like every 3 months) or deviation from the target (so if your target it 10% you buy more if it falls to 5% and you sell if it hits 15%)?

    1. Do some research on the all weather portfolio specifically, there are similar portfolio of course, and you can use different ETFs to make the portfolio. The idea is to keep (just making up %) 10% or so in gold, 15% invested in a type of bonds, 7% in a different type, so many % in domestic stocks….then of course as prices fluctuate with the market, you’d sell or buy different assets accordingly. Most people seem to do it on a yearly basis. You don’t want to do that too often as this is meant to be a passive (and safer) approach to investing.

  7. I analysed HPQ for an assignment, what worries me a little is that they have negative book value and working capital and they kind of sort of look like they are using money from debt to put into buybacks… most likely my lack of experience but shouldn’t this be worrying specially now?

    1. You’ve probably already considered, but: What’s the rate on the debt vs expected growth rate.

  8. Dr. Carlin, I really appreciate your videos. Always focused on fundamentals and risk/reward. The big picture macro-economics discussions are valuable. That said, I also enjoy your videos with a high-level analysis of several stocks.

    Copper has been selling off recently. I re-watched your Nov. 2020 video titled “Copper Investment Strategy”. It seems to me that long-term, the world needs more. But, it also seems the current ~$3.25/lb. copper price is historically high in the cycle. Focusing my attention on predominantly “cooper companies”, I have excluded broad sector miners such as BHP, VALE, RIO, and Glencore as well as gold miners like Newmont. A brief review of the copper miners/producers leads me to think Southern Copper (SCCO) is the best in category with huge reserves, low- cost production, and a vertical added-value chain. It has a high, but, volatile dividend, with reasonable payout ratio. Freeport McMoRan (FCX) seems like a distant runner up. Great geographic diversity likely with less political risk than some other miners. But, I think the current FCX stock price is over-optimistic. Overall, I think the copper sector may soon offer a value opportunity, particularly as we see global growth decline due to inflation, central bank rate hikes, and China’s move away from infrastructure speculation and their ongoing Covid related shutdowns. That said, from a long-term macro perspective copper could be timely should recessionary forecasts unfold.

    It also seems generally unrecognized that silver is an important industrial metal, and it has been repriced also. Wheaton Precious Metals (WPM) may be a beneficiary. It seems to be a co-investor with other miners. I am not sure I understand the business model, but seems to invest geographically diverse to spread risks, and WPM also does have a considerable exposure to gold as well as silver. Pan American Silver (PAAS) is a more concentrated silver play which has an exceptional balance sheet. Of course, it has major investments in politically sensitive South American mines.

    Anyway, I keep hearing there will be a commodities “super cycle” in the coming decade. Metals will surely benefit should the projections prove true.
    As always, thank you for sharing your thoughts in your videos. Your perspectives make me cautiously think about the “What-ifs.”

  9. Sven – have you ever looked into Callaway? Seems interesting with the top-golf acquisition. Price is also down pretty considerably over the last year.

  10. First off, thanks for the great video. I am a bit surprised that BBY is not at least added to your watch list based on a previous video you did. Retail and 5% yield that has dropped a lot!

  11. Thanks, Sven! Great video. I already watch a few of these stocks, waiting for the right entry price.

  12. Isn’t there an important difference in returns between taking cash dividends and reinvesting dividends? With share prices adjusted down by the dividend amount after close prior to the ex-dividend date and with dilution when dividends are paid in shares to those who choose to DRIP, people who take cash dividends are having their investments degraded by dilution and share price adjustments (although dividend stock share prices tend to rise into ex-dividend dates) and by having to pay taxes on dividend income. The only way to maximize returns with dividend stocks is to DRIP, which is essentially just an automated schedule to buy more of your dividend paying stock to counter dilution.

    1. I don’t know how your taxes are, in my case, the only way to maximize returns with dividends it to have big, fat and growing dividends 🙂

    2. Thanks for watching
      For more content and
      Information and Mentorship
      Message me direct☝️

    3. @Value Investing with Sven Carlin, Ph.D. Even putting taxes aside, if you don’t reinvest your dividends you are getting diluted when shares are issued to people who take their dividends in shares instead of cash.

  13. Hi Sven, thank you for all these great information, can you do more videos like this in the future? Thanks!

    1. Thanks for watching
      For more content and
      Information and Mentorship
      Message me direct☝️

  14. Again, thank you Sven for this overview. Now please tell me when and how much the stock market will fall in the next 6 months!

    1. Thanks for watching
      For more content and
      Information and Mentorship
      Message me direct👆

  15. Thank You Dr. Carlin ! Much appreciated ! Exceptional talent and hard work needed to do what you do. No wonder your channel is by far and away, the best one on YouTube for finance…..Also, unrelated to this video, but btw / just to let you know – I was streaming Fox News (in the US) last night. There was an add (maybe 15-30 secs) for Interactive Brokers – which you use, and provide a link to, above. First time I’d seen IB’s add on Fox or anywhere. It said something about high PE ratio companies currently in the US stock market, while lower ones are available outside the US, etc – available thru IB, etc….

  16. Hi Sven, do you ever look into turnaround plays or net-net type stocks. Stocks like Kohls (KSS), Groupon (GRPN), Cooper standard holdings (CPS) with declining revenues but are in oversold territory and have valuable assets on hand. Kohls also paying a 7% dividend and has several rumors of buyouts on the table.

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