DEEP Value Stock Pick (Dividend Stock Investing)

In today's video, I analyze a deep value stock pick. This spinoff from dividend stock investor favorite Merck (MRK), Organon (OGN), is trading at a PE of 5. I really like spinoffs because they often represent value. Follow today's stock analysis for a dive into Organon (OGN), Merck (MRK), Pfizer (PFE), Viatris (VTRS), and also Johnson & Johnson (JNJ).
#dividend #stock #investing

IMPORTANT NOTE: The ticker symbol for Organon is OGN (not ORG as mentioned in the video). Thanks to the subscribers who pointed this out. Wishing you all a great day.

Timestamps:
0:00 Introduction
1:44 SEGMENT 1: HEALTHCARE SECTOR DIVIDEND STOCK OVERVIEW
2:50 Pfizer (PFE) Dividend Stock Analysis
3:04 PFE’s PE ratio is only 10.44. It's a value right now, in my opinion.
3:16 PFE is paying a 4.0% dividend yield, which is amazing right now.
3:51 PFE’s long-term debt is only $35 billion.
4:19 Merck (MRK) Dividend Stock Analysis
4:36 MRK's PE is only 12.56, another value dividend stock.
5:12 I like MRK's 5-year dividend CAGR of 7.16%.
5:20 Long-term debt at MRK is only $24 billion. Keep an eye on this key number, when analyzing VTRS and ORG.
5:45 Johnson & Johnson (JNJ) Dividend Stock Analysis, my favorite dividend stock of all time. I plan to buy more JNJ this week or next.
6:27 JNJ is like a healthcare mutual fund.
7:20 What Are Viatris (VTRS) and Organon (ORG)?
8:56 Viatris (VTRS) Dividend Stock Analysis
9:10 The VTRS PE is 4.04 this year.
9:23 VTRS is now paying a $0.11 quarterly dividend (or 3.1% dividend yield).
9:50 KEY Point: VTRS and ORG have huge debt compared to their parent companies.
10:51 Organon (ORG) Stock Analysis
11:00 The forward PE is in the 5s and 4s for ORG. It's more than VTRS, but still cheap.
11:38 ORG does not pay a dividend yet.
11:46 This is a really small company with a $7 billion market cap.
12:20 SEGMENT 2: STOCK CHART ANALYSIS
12:30 PFE, MRK, and JNJ stock chart
13:39 PFE, MRK, and JNJ vs. S&P 500 and AAPL
13:54 Key Points: Healthcare is lagging the S&P 500. This means it could be a possible value.
16:12 VTRS and ORG Performance: They are both lagging big time.
16:51 Spin-offs can be great opportunities, because everyone hates them.
18:57 I think all the healthcare stocks mentioned today are values.
20:08 SEGMENT 3: ORGANON (ORG) FINANCIAL ANALYSIS
20:14 Income Statement Analysis
20:26 Sales are down. This is a different type of investment.
20:50 VTRS and ORG: These stocks are dirt cheap for a reason.
21:44 ORG Balance Sheet Analysis: The balance sheet is misleading.
23:09 HUGE Takeaway: ORG debt is huge! You got to look at the appendix of their financials. All the benefit of the debt goes to the parent company, MRK.
26:33 ORG Cash Flow Analysis: Cash flow is looking good.
27:58 It will be key for VTRS and ORG to pay down all that debt.
28:26 ORG's sales come majority non-US, this is really cool.
28:50 Acquisition
29:18 TRC Capital thinks it’s a value
30:31 ORG website typo
30:56 Dividend Stock Analysis Summary
33:35 DISCLOSURE AND DISCLAIMER

Here's my Viatris (VTRS) dividend stock analysis: https://youtu.be/4AEyrOcfzd4

Here's my second Viatris (VTRS) dividend stock video: https://youtu.be/XkYMctXpUes

DISCLOSURE: I am long Apple (AAPL), Pfizer (PFE), Viatris (VTRS), Johnson & Johnson (JNJ), Carrier (CARR), and Raytheon Technologies (RTX). I own these stocks in my personal 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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