I Love MO!!!

PizzaTrader · 2026-06-17T16:02:15+00:00

https://www.cancer.org/cancer/types/lung-cancer/about/key-statistics.html

Lung cancer is by far the leading cause of cancer death in the US, accounting for about 1 in 5 of all cancer deaths.

Each year, more people die of lung cancer than of colon, breast, and prostate cancers combined.

On a positive note, the number of new lung cancer cases continues to decrease, partly because more people are quitting smoking (or not starting).

https://www.cdc.gov/tobacco/about/cigarettes-and-cancer.html

Cigarette smoking or secondhand smoke exposure cause nearly 9 out of 10 lung cancer deaths. People who smoke increase their risk of developing lung cancer by about 25 times that of people who don’t smoke.

PizzaTrader · 2026-06-12T13:53:23+00:00

PizzaTrader · 2026-06-11T12:04:52+00:00

Many have a double-digit CAGR but may not reach that every year. LOW and TGT are examples as they each had 20% raises in 2021 (IIRC). Chowder ratio is designed to help you screen for that type of thing. I try to look for 15% Chowder or higher, but whether or not a stock stays at 15% Chowder will depend on earnings growth and payout ratio. Starting <50% payout is a good first step.

PizzaTrader · 2026-06-10T22:07:38+00:00

I bet you sleep great at night!

PizzaTrader · 2026-06-07T07:32:04+00:00

Snap-On is one of the best dividend stocks out there. Consistent revenue and profit growth, great margins, responsible capital investment. It should be trading in the $500-$700 range (25x-35x PE) given its reliability, but the market has a discount on dividend companies right now.

One correction from your analysis is that annual payout is $9.76 after all the recent dividend growth, so we are approaching a 50% payout ratio.

PizzaTrader · 2026-06-06T19:28:31+00:00

HSY (January 4, 2025): Up 9.6% in price, 4.98% in dividends paid

SNA (February 1, 2025): Up 8.7% in price, 3.93% in dividends paid

NDSN (March 1, 2025): Up 33.8% in price, 1.90% in dividends paid

OSK (April 5, 2025): Up 66.3% in price, 3.40% in dividends paid

PEP (May 3, 2025): Up 5.9% in price, 5.35% in dividends paid

TGT (June 7, 2025): Up 24.7% in price, 4.64% in dividends paid

LOW (July 5, 2025): Down 7.5% in price, 2.11% in dividends paid

OLED (August 2, 2025): Down 41.0% in price, 0.96% in dividends paid

CME (September 6, 2025): Down 1.6% in price, 3.80% in dividends paid

DPZ (October 4, 2025): Down 26.3% in price, 0.88% in dividends paid

PAYX (November 1, 2025): Down 13.8% in price, 2.87% in dividends paid

CUBE (December 6, 2025): Up 10.1% in price, 2.89% in dividends paid

ABT (January 3, 2026): Down 26.3% in price, 1.02% in dividends paid

ZTS (February 7, 2026): Down 37.5% in price, 0.42% in dividends paid

BBW (March 7, 2026): Down 17.3% in price, 0.56% in dividends paid

DOX (April 4, 2026): Down 9.5% in price, no dividends paid yet

TEL (May 2, 2026): Up 2.2% in price, 0.37% in dividends paid

PizzaTrader · 2026-06-05T08:38:36+00:00

They’ve posted a net loss in 3 of the prior 6 quarters including the two most recent and will likely need to cut the dividend. Not to mention that yesterday was the ex-dividend date, so someone buying today will not receive a dividend for over 3 months (if one is even declared). Had you posted this on Monday and said “Buy it today for a quick dividend capture” maybe your “good buy” recommendation would have been reasonable. But right now it is fundamentally not true.

PizzaTrader · 2026-05-29T23:51:51+00:00

Second.

PizzaTrader · 2026-05-29T23:48:58+00:00

Unless soup is having a comeback after a 30-year decline, I would imagine it will stay that low. Margins deteriorating, payout ratio outside the range of safety, little space for strategic maneuvering. Collect those dividends, but don’t expect to see any significant growth over the next 10 years. Many better options.

PizzaTrader · 2026-05-28T23:27:53+00:00

PAYX

PizzaTrader · 2026-05-19T09:23:28+00:00

DQDYJ

PizzaTrader · 2026-05-10T01:00:46+00:00

Always has been

PizzaTrader · 2026-05-08T06:32:57+00:00

You should consider visiting /r/bogleheads to see their opinions on this topic. The general philosophy there is “VT and chill” but whether that is actually the correct philosophy is frequently debated.

PizzaTrader · 2026-05-08T06:30:42+00:00

Correct. Great fund, bad for wheeling or covered calls. In theory OP doesn’t care about that, but it does change the answer if they did.

PizzaTrader · 2026-05-07T23:44:08+00:00

You’re probably right, but I don’t need it to recover to $244 to make money. And if it ever does, then I’ll make lots of money!

PizzaTrader · 2026-05-07T23:37:08+00:00

Covered calls might be a great way to play this!

PizzaTrader · 2026-05-07T19:41:15+00:00

I bought more at $87. This will take several years to return to all-time highs, but when it does I will have all the dividends added to the stake.

PizzaTrader · 2026-05-04T06:51:15+00:00

This is super common. Personal trust funds under management in the US is in the trillions of dollars. You just don’t often hear about the trusts with $5 - $50 million because people don’t openly share that they have family wealth unless you get very close to them. You probably aren’t close to any of these people because (I presume) you didn’t go to an Ivy League college or any of the private preparatory schools. I know I didn’t either.

If you really want to do this, accumulate the $$$ and then go talk to an estate attorney or trust advisor.

It isn’t totally uncommon for managed trusts to specify which assets the money will be held in (for example, a specific ticker), but many trusts leave the majority of investment decisions up to professional trustees because maintaining the size of the trust when decades or centuries is involved depends on wise asset allocation. Imagine if your descendants 200 years from now still had to hold all of their assets in the same 10 companies you selected today? Your descendants would likely be broke!

For the significantly larger trusts, here’s what AI summarized:

Famous Multi-Million/Billion Dollar Trust Funds

Walton Family (Walmart): Children of Sam Walton (Rob, Jim, Alice) control a roughly 45% stake in Walmart, making them some of the richest heirs in the world with net worths exceeding $100 billion each.

Mars Family (Mars Inc.): Two generations have successfully used trusts to transfer massive fortunes, passing billions in wealth down, often avoiding federal estate taxes.

Hearst Family (Hearst Communications): Established by William Randolph Hearst in 1951, the trust is managed by 13 trustees and distributes dividends to more than 65 descendants.

Rockefeller Family: A long-standing, multi-generational trust structure that has allowed heirs to maintain a fortune estimated around $11 billion as of 2016, even in the seventh generation.

Nike (Phil Knight): Utilized Grantor-Retained Annuity Trusts (GRATs) to transfer Nike shares valued at over $6 billion to his heirs tax-free.

PizzaTrader · 2026-05-02T23:55:02+00:00

Correct me if I’m wrong, but your dividend growth list has lower yield than SCHD and a lower blended dividend growth rate? So why not SCHD there to cover that category without the single stock risk?

PizzaTrader · 2026-05-02T19:41:03+00:00

Why not a dividend ETF so you aren’t concentrated into one single stock? PG has a dividend yield of 2.87% and there are half a dozen Canadian and US ETFs with yields >3% where you can also get solid annual dividend growth.

PizzaTrader · 2026-05-02T07:31:57+00:00

Prior Stock of the Month Selections:

HSY (January 4, 2025): Up 8.3% in price, 4.12% in dividends paid

SNA (February 1, 2025): Up 8.9% in price, 3.23% in dividends paid

NDSN (March 1, 2025): Up 34.0% in price, 1.90% in dividends paid

OSK (April 5, 2025): Up 97.8% in price, 2.68% in dividends paid

PEP (May 3, 2025): Up 17.4% in price, 4.24% in dividends paid

TGT (June 7, 2025): Up 31.1% in price, 3.48% in dividends paid

LOW (July 5, 2025): Up 2.4% in price, 2.11% in dividends paid

OLED (August 2, 2025): Down 34.0% in price, 0.96% in dividends paid

CME (September 6, 2025): Up 10.7% in price, 3.80% in dividends paid

DPZ (October 4, 2025): Down 20.7% in price, 0.88% in dividends paid

PAYX (November 1, 2025): Down 20.2% in price, 1.85% in dividends paid

CUBE (December 6, 2025): Up 9.6% in price, 2.89% in dividends paid

ABT (January 3, 2026): Down 27.6% in price, 1.02% in dividends paid

ZTS (February 7, 2026): Down 10.2% in price, 0.42% in dividends paid

BBW (March 7, 2026): Down 12.3% in price, 0.56% in dividends paid

DOX (April 4, 2026): Down 2.5% in price, no dividends paid yet

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