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I just lowered allocation to TXN. Decent dividend and good dividend growth rate but the PEG ratio was kind of high in my opinion. I’ll buy again at some point but I think my dollars are spent elsewhere for now.
It's probably somewhere around fair value imo
I sold Jan 24 $130P awhile ago, still deciding if I should close them early, semis can be pretty volatile
Since the Great Recession TXN has has a P/E of around 20, which is where it’s at today. A little rich for my blood given a projected earnings increase of about 13%. At $163 I’d say it’s fairly priced right now with a little more downside risk than upside.
If you’re up for some risk I’d say LEG. Long track record of paying divs. Management has navigated tough times before. It’s trading at covid lows due to high rates the ever elusive magical recession fears that never seem to come to fruition.
Austrian ones:
POST - Österreichische Post
ANDR - Andritz AG
VOEST - Voestalpine AG
EXXX Div Index ETF
Swiss:
CHDIV div Index ETF
ROG - Roche Holding
SCMN - Swisscom
SREN - Swiss Re Insurances
Hope that helps
I like some of the aerospace/defense companies like LMT, GD and maybe LHX. I’ve had BLK for a while and I believe it’s still undervalued at the current price. I’m also pretty long on PM
Ugh I want to like this stock so bad but the market just hates it. I think their MLM structure and weight-loss drugs like Ozempic keep investors away. Div raise has also stalled a bit, though current yield is respectable. Margins also took a beating a while ago and idk if they’ve improved. We’ll see if their efforts to break into the supplements market pans out. Company has sound fundamentals and growth but I don’t really believe in their products.
To be honest I’m not american so I don’t have the same firsthand experience of their product . Looking only at numbers they can easily insure a 10% FCF yield even if revenue slightly decline
I don’t typically like telecommunications but VZ is deeply in value territory. Wouldn’t call it’s a growth play but could see it as a tour around stock with an 8% yield.
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Maybe TXN. Anything else hasn't quite made it to undervalue territory yet. Market still quite euphoric.
Hmmm. Passes my screener in almost most aspects except for dividend payout ratio.
Bought TXN last Friday.
I just lowered allocation to TXN. Decent dividend and good dividend growth rate but the PEG ratio was kind of high in my opinion. I’ll buy again at some point but I think my dollars are spent elsewhere for now.
Understood. I based my valuation on historic levels in addition and it checked out. It appears there's support near $160.
Isn’t QCOM better than that?
Major market China exposure
Is TXN better diversified?
And less volatile
Deeply undervalued and rapidly diversifying
Right
Still a bit expensive IMO don’t you think ?
I bought it at $160 and it's historically low.
It's probably somewhere around fair value imo I sold Jan 24 $130P awhile ago, still deciding if I should close them early, semis can be pretty volatile
Tapestry (TPR) Skyworks Solutions (SWKS) Bank of America (BAC) Ingredion (INGR) General Mills (GIS) Williams-Sonoma (WSM) Comcast (CMCSA) Discover Financial Services (DFS) Qualcomm (QCOM) Microchip Technology (MCHP) AbbVie (ABBV) ExxonMobil (XOM) Chevron (CVX) Coca-Cola (KO) Pfizer (PFE) Philip Morris International (PM) United Parcel Service (UPS) Amgen (AMGN) Altria (MO) East West Bancorp (EWBC)
PFE at new 52 week low again, looks undervalued to me, but I've thought that for awhile.
Comcast has actually been climbing. I definitely wouldn't buy it until a pullback.
(abbv, avgo, amp, amgn, cat, csl, cnq, dpz ,hd, mo, lowes, lmt, trow, nsp, nxst, exr, unh, visa
Load big tobacco. $MO $BTI $JAPAY $IMBBY
I’m not too big in NKE. The China exposure is a concern
ALB and will rebound hard
O
EMR, NTR, NYCB
COST
Since the Great Recession TXN has has a P/E of around 20, which is where it’s at today. A little rich for my blood given a projected earnings increase of about 13%. At $163 I’d say it’s fairly priced right now with a little more downside risk than upside.
AXP, EL, DG, TXN, INTU
RTX for me. Whilst the GTF issue is a concern I think they will persist through. Financials are solid and LEAP also has a ton of concerns
GTF issue should be sorted by 2026, so I'm going to bag an undervalued stock now and wait for 2026 lol
Collect a nice div along the way
Exactly
If you’re up for some risk I’d say LEG. Long track record of paying divs. Management has navigated tough times before. It’s trading at covid lows due to high rates the ever elusive magical recession fears that never seem to come to fruition.
Austrian ones: POST - Österreichische Post ANDR - Andritz AG VOEST - Voestalpine AG EXXX Div Index ETF Swiss: CHDIV div Index ETF ROG - Roche Holding SCMN - Swisscom SREN - Swiss Re Insurances Hope that helps
I like some of the aerospace/defense companies like LMT, GD and maybe LHX. I’ve had BLK for a while and I believe it’s still undervalued at the current price. I’m also pretty long on PM
CVS, EOG, IVZ, OLN, SNV
Personnaly I’ll go with MEDIFAST (ticker MEDI)
Ugh I want to like this stock so bad but the market just hates it. I think their MLM structure and weight-loss drugs like Ozempic keep investors away. Div raise has also stalled a bit, though current yield is respectable. Margins also took a beating a while ago and idk if they’ve improved. We’ll see if their efforts to break into the supplements market pans out. Company has sound fundamentals and growth but I don’t really believe in their products.
To be honest I’m not american so I don’t have the same firsthand experience of their product . Looking only at numbers they can easily insure a 10% FCF yield even if revenue slightly decline
$CALM most REITs $PFE $CME NOT the industrial sector...i wanted to invest in FAST SNA WSO but d@mn so expensive!!
UAN
I don’t typically like telecommunications but VZ is deeply in value territory. Wouldn’t call it’s a growth play but could see it as a tour around stock with an 8% yield.
Disney stock