A SWEET DIVIDEND STOCK PICK (Buy & Hold Forever Investing)

Today's extensive dividends stock analysis uncovers a sweet dividend stock pick. I compare this amazing dividend stock against three stocks that I already own in my personal dividend stock portfolio. I'll be comparing four CPG food stocks (the bread and butter of my stock portfolio). Get ready for an exciting #dividend #investing #analysis.

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http://www.ppcian.com/ppc-ian-dividend-investing/PPC-Ian-HSY-Analysis-20201116-Copyright.xlsx

Timestamps:
0:00 Introduction: Today's dividend investing video covers The Hershey Company (HSY). Today's video also includes an extensive analysis of Campbell’s Soup (CPB), General Mills (GIS), and PepsiCo (PEP), three dividend stocks I own. I look at HSY via comparison with my holdings.
5:01 SEGMENT 1: OVERVIEW OF THE HERSHEY COMPANY (HSY)
5:26 HSY has been in business for over 120 years.
6:11 I'm looking at HSY as a great stock for my kids, since they love Halloween so much.
6:52 SEGMENT 2: CPG FOOD STOCK DIVIDEND STOCK ANALYSIS (HSY vs. CPB, GIS, and PEP)
8:00 Takeaway: CPG food stocks are back in style, with a sense of permanence, in my opinion. Consumers want to be ready for the unexpected.
8:57 Market Cap Analysis
9:41 Forward PE analysis
10:01 CPB and GIS are on discount, right now, in my opinion!
11:00 Key Takeaway: I look at a new stock and compare to stocks I already own to learn MORE about the stocks I already own. GIS is a great overall value right now.
12:01 Dividend Analysis
12:18 Anything under 3% starting dividend yield for me is too low, these days.
13:20 GIS has a strong 3.33% starting dividend yield.
15:20 Payout Ratio Analysis
15:57 Takeaway: PepsiCo (PEP) has a really high payout ratio. This means there is less room for dividend growth at PEP.
16:40 Key Takeaway: As an investor, I need to criticize and critique what I'm doing. I need to remain humble, as I'm always learning.
17:50 Income Statement Analysis
19:50 Gross Profit and Gross Margin Analysis
20:00 Takeaway: HSY and PEP have incredible gross margins
21:28 Operating Profit and Operating Margin Analysis
22:41 HSY has the best operating margin of all!
23:56 PEP margin gets crushed by operating expenses. This is a real issue (and opportunity), in my opinion.
25:00 It's easier to improve an operating margin than a gross margin.
26:22 Net Margin Analysis
27:12 PEP has the worst net margin of bunch.
27:39 HSY has a fabulous net margin.
28:53 Balance Sheet Analysis
29:24 Takeaway: GIS has a much better balance sheet than I would have expected.
30:34 Statement of Cash Flows Analysis
31:50 SEGMENT 3: PEPSICO (PEP) STATEMENT OF CASH FLOWS ANALYSIS
34:07 In 2019 PEP had a really big decrease in cash equivalents. This is a red flag to keep an eye on.
35:07 SEGMENT 4: QUARTERLY REPORT ANALYSIS
35:15 HSY Quarterly Report
36:15 CPB Quarterly Report
37:11 Takeaway: There is growth in traditional stocks too!
37:45 GIS Quarterly Report
39:01 PEP Quarterly Report
40:07 SEGMENT 5: CONCLUSIONS FROM TODAY’S ANALYSIS
42:40 DISCLOSURE AND DISCLAIMER

DISCLOSURE: I am long Campbell’s Soup (CPB), General Mills (GIS), and PepsiCo (PEP). I own these stocks in my personal stock portfolio. My kids are long Disney (DIS).

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.

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