TWO DIVIDEND STOCKS I OWN (Deep Value & Rapid Growth)

I own these two amazing dividend stocks in my personal dividend stock portfolio! Today's video covers them both in great detail, complete with my financial analysis. I'm excited to cover Viatris (VTRS) and Utz Brands Inc. (UTZ).
#dividend #stock #investing

Timestamps:
0:00 Introduction
2:02 SEGMENT 1: DIVIDEND STOCK FINANCIAL METRICS SNAPSHOT (VTRS & UTZ)
2:17 These are both small, ancillary positions in my portfolio. VTRS is 0.4% of my portfolio, and UTZ is 0.5%.
2:40 Viatris (VTRS) Dividend Stock Overview
3:08 Earnings are going down over time. VTRS is an annuity-like business.
3:41 The starting dividend yield is 4.33%, which is great! And, I think they could increase the dividend more.
4:07 Utz Brands Inc. (UTZ) Dividend Stock Overview
5:05 This side-by-side comparison shows just how much company growth matters in stock valuation.
5:17 The starting dividend yield at UTZ is only 1.23%, but it's a smaller, growth-oriented company.
5:50 SEGMENT 2: WHEN I EXPECT BOTH COMPANIES TO INCREASE THEIR DIVIDENDS
6:33 The next VTRS dividend increase could be around 1/4/23.
7:45 The next UTZ dividend increase could be around 12/9/22.
8:48 SEGMENT 3: VIATRIS (VTRS) DIVIDEND STOCK DEEP-DIVE
9:04 VTRS is prioritizing their dividend.
9:12 VTRS is paying down debt, very quickly.
9:54 I don't look at currency conversion too much. It does not affect my decision to invest.
10:15 Viatris Nine Month Income Statement Analysis
11:00 Viatris business is shrinking over time, even looking at constant currency.
11:32 What is an annuity? Why do I look at Viatris like an annuity?
14:07 I like that there are generating $144 million in new product revenue. This is where they should focus to turn around the slow decline. This is their key to a higher valuation.
15:31 Viatris Balance Sheet Analysis: While debt is down, they still have $18 billion of long-term debt.
16:20 VTRS key products analysis: Most of them are shrinking. This is a business, overall, in decline.
16:47 Summary: Pros and Cons of Viatris Stock
17:53 SEGMENT 4: UTZ BRANDS INC (UTZ) DIVIDEND STOCK DEEP-DIVE
17:55 UTZ reports strong Q3 and increases full-year guidance.
18:02 Stock is down, but business is doing well. It was overvalued a bit before.
18:35 Sales are up 16% YoY.
19:10 Sales growth is great, but earnings are not strong. (They are in growth mode.)
19:46 UTZ Income Statement Analysis: Sales growth is strong, net income is not impressive.
20:20 I'm investing in UTZ for long-term growth and yield-on-cost.
20:40 UTZ Balance Sheet Analysis: It seems strong.
21:22 UTZ Cash Flows Analysis: Important insights.
22:25 Free cash flow is negative.
24:20 Check out my Patreon (link in pinned comment).
24:42 DISCLOSURE AND DISCLAIMER

DISCLOSURE: I am long Pfizer (PFE), Viatris (VTRS), and Utz Brands Inc. (UTZ). I own these stocks in my personal dividend stock portfolio. I'm also long Treasury Bonds.

DISCLAIMER: All information and data on my YouTube Channel, blog, email newsletters, white papers, Excel files, and other materials is solely for informational purposes. I make no representations as to the accuracy, completeness, suitability or validity of any information. I will not be liable for any errors, omissions, losses, injuries or damages arising from its display or use. All information is provided AS IS with no warranties, and confers no rights. I will not be responsible for the accuracy of material that is linked on this site.

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.

COPYRIGHT: All PPC Ian videos, Excel files, guides, and other content are (c) Copyright IJL Productions LLC. PPC Ian is a registered trademark (tm) of IJL Productions LLC.

Видео TWO DIVIDEND STOCKS I OWN (Deep Value & Rapid Growth) канала ppcian