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버핏 명언을 빌려 배당주 7종을 '영원히 보유할 종목'으로 소개하는 영상이다. 결론은 장기 보유 배당주 포트폴리오 구성을 권하는 것이다. 버핏은 장기 가치와 견고한 펀더멘털을 중시하며, 배당 지속 가능성이 높은 기업을 선호한다고 설명한다. 7위 HP: 2022년 1분기 버크셔가 약 12.3% 지분(약 1억 2,100만 주)을 확보했고, 배당 13년 연속 증가, 배당수익률 약 3.5%, 선행 PER 약 9배를 근거로 제시한다. 6위 JP모건: 버핏이 '사지 않은 것을 후회한다'고 말했다는 점과 EPS 상향 조정, 2023년 배당 5% 인상(주당 1.05달러), 자사주 매입을 근거로 든다. 5위 옥시덴털 페트롤리엄: 드릴링 기술과 저탄소 기술 투자, 낮은 PER을 강조한다. 버크셔가 약 23.6% 지분을 보유한다고 언급한다. 4위 UPS: 2022년 매출 약 1,003억 달러, 배당 14년 연속 증가, 배당수익률 약 3.5%(S&P500의 약 두 배), 50억 달러 자사주 매입을 근거로 든다. 2023년 EPS 둔화 후 2024년 반등을 전망한다. 3위 존슨앤드존슨: 잉여현금흐름의 70% 이상을 주주에게 환원했고, 60년 이상 연속 배당 증가를 근거로 든다. 2023년 '노브레이너 매수'라고 평가한다. 2위 마스터카드: 현금 없는 결제 확대와 약 225조 달러 규모의 시장 기회를 강조한다. 버크셔가 2011년 지분을 취득했다고 언급한다. 1위 비자: 2023년 기준 시가총액 등 규모 지표, 영업이익률 60% 이상, 최근 5년간 배당 연 20% 이상 성장, 매출 성장률 연 10% 전망, 낮은 배당성향(약 20%)을 근거로 든다. 배당수익률은 낮지만 주가 성장이 컸다고 설명한다. 리스크: 글로벌 경기 둔화 우려가 언급되지만 구체적 대응 조건은 제시되지 않는다. 가격 방향에 대한 단기 예측은 없고, 장기 보유 관점이 중심이다. 출연자 전망: 7개 종목 모두 장기 보유 적합으로 평가하며, 개별 목표가는 제시되지 않는다.
다듬은 글
face it every investor dreams of effortless income generating Investments as a path to Financial Freedom we're talking stress-free Investments where the money makes itself nevertheless only one strategy stands the test of time dividend Stock Investing But Here Lies the million dollar question which dividend stocks are the right ones can they truly provide Financial Security regardless of your level of experience we all seek guidance and who's a better guide than the Oracle of Omaha himself recommending that people buy stocks today or tomorrow or next week or next month I think it all depends on your circumstances but you shouldn't buy stocks unless you expect in my view you expect to hold them for a very extended period and you are prepared financially and psychologically to hold them the same way you would hold a farm and never look at a quote you don't need to pay attention to them today we'll be taking a page off Warren Buffett's book to unveil the top seven buy and hold forever dividend stocks we'll tell you why they need to be in your portfolio how to offer a reliable income stream and the potential for exponential wealth growth are you ready to take that giant leap in securing your financial future Warren Buffett is a name that hardly needs introduction fondly called The Oracle of Omaha his reputation precedes him in the investment world he never shies away from sharing his intellect practices and know-how when it comes to picking up value generating stocks I think every business should be run as efficiently as possible and some are and some aren't we try to buy the ones that are his wisdom earned through immense success emphasizes long-term value over short-term gains he seeks out companies with robust fundamentals and competitive advantages prioritizing their potential to sustain and increase dividends over time to him a moderate dividend yield from a strong company surpasses a high yield from an unstable one it's a waiting game and Buffett is the master of it so let's cut to the Chase and unveil the seven best options for your portfolio number seven HP the um well the answer is I do believe in dividends and in a great many situations including many of the ones that companies in which we own stock to test about whether to pay dividends is whether you can can continue to create more than one dollar of value for every dollar you retain if you like the idea of tech stocks paying an above average yield why haven't you invested in HP already we can all agree Buffett hardly ever invests in tech stocks right that being said don't you think the fact that Berkshire Hathaway has made a notable exception here screams volumes they hold an impressive 12.3 percent stake in HP making it one of the conglomerates largest Holdings in the first quarter of 2022 hp's prospects began to entice Buffett forcing Berkshire to gain ownership of a staggering 121 million shares in the tech firm of course this caused a frenzy leading to a rapid 15 percent increase in hp's share price the amazing thing about HP is that it has a glowing track record of increasing dividends for 13 consecutive years boasting a healthy dividend yield of 3.5 percent despite some of its recent challenges and revenue generation Nothing is Stopping its dividends first the management focuses on a balanced debt to profit ratio to maintain a healthy balance sheet secondly they're actively reducing costs to ensure sufficient cash flow for growth and dividends and as if that wasn't enough HP is strategically investing in areas with long-term potential such as remote work Solutions and subscription-based printing services as the economy improves hp's Printing and consumer PC businesses are expected to rebound and with a forward p e ratio of just nine it's no wonder why Berkshire is banking on it number six JP Morgan there are businesses I understand and I like the price at which they're selling relevant to their future prospects I think 10 years from now that they'll be worth more money and I feel it's a there's a very high probability I'm right and I don't think there will turn out to be the best investments at all Warren Buffett regretting the financial decision is a rare occurrence but boy did he do so for the sixth stock on our list speaking to Yahoo finance editor-in-chief Andy sewer in a wide-ranging interview Buffett boldly stated I should have bought JP Morgan I wish we bought a lot more I made a mistake Now While most income investors seek high-yield dividend stocks a lot seem to forget the Golden Rule there is always more than meets the eye steady earnings ample cash reserves and liquidity are crucial for consistently Cashing Out dividends furthermore a Stock's ability to generate robust returns year after year is vital combining capital appreciation with dividends and that's why JPMorgan Chase is a great place to start it stands out in all these aspects the zax consensus estimate for JPMorgan earnings has seen positive revisions indicating optimism for the future as a matter of fact did you know JPM currently holds a strong buy rank in terms of performance it shares surged north of 15 percent this year significantly outperforming the industry's growth also JP Morgan has achieved an impressive 12.5 percent earnings growth in the past three to five years surpassing the industry average of 6.1 percent the juicy part is that the upward Trend will likely continue with a projected earnings growth of 24.8 percent in 2023 JP Morgan has been strategically expanding its reach through domestic and international Acquisitions diversifying its revenue streams and after clearing the 2023 stress test the company plans to increase its dividend by five percent to one dollar and five cents per share accompanied by a share repurchase program this makes JPMorgan Chase a solid option for investors seeking a dividend stock to hold for years that delivers consistently regardless of market conditions number five Occidental Petroleum if we're in an oil stock it's because we think it offers a lot of value at this price moving on to the fifth dividend stock on our list we have Occidental Petroleum or oxy a company that has been making waves on the market and not just because of the fact that it clocked an impressive 91 stock rise over the past year just months ago you see Berkshire Hathaway steak and Occidental surpassed 20 last year amid Russia's invasion of Ukraine by March the stake had grown to approximately 23.6 percent of the company roughly translating to around 211.7 million shares worth about 13 billion dollars yikes nonetheless have you ever stopped to consider what's so special in Occidental that merits such a substantial investment to start with Occidental shines like a million stars when the topic of technology comes around boasting some of the industry's most efficient drilling practices also Occidental impressively held around 23 percent of the best performing Wells during the Anadarko acquisition despite having less than five percent of the total Permian Basin Wells furthermore Occidental promises a massive future potential as seen in its commitment to invest in low carbon Technologies while it appears cheap with a low p e ratio today you should be reminded that Buffett's investment philosophy of holding stocks for the long term aligns well with Arsenal's deep inventory of projects and high productivity technology with the firm's appeals spreading across the present near future and far-off future it's no surprise that it has become a significant part of Berkshire Hathaway's portfolio number four United Parcel Service at number four we have the United Parcel Service on economic Bellwether for good reason the package delivery shipping and Logistics provider is admittedly a global Titan that is vital to several Industries but here is why the UPS stock is an attractive buy right now as the largest courier company globally The Firm generated an excess of 100.3 billion dollars in Revenue in 2022 with 78 percent originating domestically one of the key factors why you need to consider snapping up UPS stock NOW is solid free cash flow which enables strategic investments in 2021 alone did you know that UPS repurchase shares worth 500 million dollars UPS has one of the best dividend track records out there its board of directors recently raised the quarterly cash dividend to 1.62 cents per share effective from the first quarter of 2023 marking the 14th consecutive year of dividend increases while the current 3.5 dividend yield might not be groundbreaking you should know that it is twice the 1.6 yield of the S P 500 making it highly competitive among other large cap companies as if that wasn't already juicy enough UPS has approved a 5 billion dollar share repurchase program for 2023.
alongside expected dividend payments of 5.4 billion dollars finally it has a modest net debt of 11.7 billion dollars compared to its 156 billion dollar market cap pointing to the prospect of future dividend growth while there are concerns about a potential global economic slowdown impacting earnings expectations UPS remains a strong Choice with projected EPS softening in 2023 before rebounding in 2024.
number three Johnson and Johnson coming in at third place is the healthcare giant Johnson and Johnson a company that we dare say is Buffett's most surprising pick on the list you see Berkshire Hathaway over its lengthy history hardly ever delves into Healthcare stocks yet for some reason J and J seamlessly fits into the Oracle of Omaha's pattern of investing for years Berkshire hasn't and probably would never completely abandon the firm in any season but why you know or you name it Johnson Johnson we don't know which of those will come up with a blockbuster commercial drug three or four years from now and we don't try to assess it what we do feel is that we have a group of those companies bought at reasonable prices the overall Pharma will do well maybe not quite as well as they have in the past but they're doing something enormously important they're doing something that that should offer chances for decent profits over the years Buffett has been prone to invest in firms that generate substantial cash flow and consistently return it to shareholders through dividends and share repurchases not only does Johnson and Johnson tailor this approach but also they're one of the best at it would you believe that they have returned over 70 percent of its substantial free cash flows to shareholders over the last decade the fact that J and J also boasts an impressive streak of over six Decades of annual dividend increase just feels like Overkill with its history of growing dividends Johnson and Johnson has become a favorite blue chip dividend stock it serves as a Dependable source of income for conservative investors a stability that is reflected in the growing number of hedge funds holding stakes in J and J which have a Consolidated value of over 4.5 billion dollars the constant demand for drugs devices and services has helped J grow its adjusted operational earnings annually for 35 years leading up to the covid-19 pandemic and don't think for a second that things would change the firm stands Head and Shoulders above its peers as a no-brainer Buy in 2023 number two MasterCard moving on to one of the world's top electric payments this is Mastercard second place on our list with a market value of 192.7 billion dollars and a modest dividend yield of 0.5 percent MasterCard has caught Warren Buffett's attention for all the right reasons as you already know the Oracle of Omaha has a knack for seeking a company with the potential for profitable long-term growth emphasizing that time is the friend of the wonderful business the enemy of the mediocre stocks are safe for the long run and they're very unsafe for tomorrow with that in mind why do you think Berkshire Hathaway initiated its stake in MasterCard back in 2011.
it's easy they recognize the enduring trend of consumers and businesses moving away from cash and checks in favor of electronic payment methods rather than issuing credit cards or extending credit MasterCard provides transaction processing Services earning a percentage of each sales dollar processed over its payment Network and mitigating the risks associated with traditional banking activities according to estimates MasterCard has a market opportunity for capturing payment flows around 225 trillion dollars indicating substantial growth potential despite its already overwhelming business presence although mastercard's share price has shown remarkable growth with a 96 percent increase over the past five years it stands as a leader in the electronic payment industry makes it a strong candidate for everyone to buy and hold in their dividend stock portfolio Number One Visa in 2011 just like MasterCard Berkshire Hathaway recognized the immense potential of Visa a company that thrives in the era of rising digital payments you see Visa has experienced double-digit growth in payment volume and believe it or not there are more than 3.2 billion Visa branded cards in circulation today a figure that keeps on growing no matter how absurd it seems Visa share scale and capital efficient operations have propelled it to an operating margin of over 60 percent this financial strength has enabled visa to compound its dividend at an impressive rate of more than 20 percent annually over the past five years the company's Revenue growth is expected to average 10 percent annually over the next five years and with its low payout ratio near 20 percent everything points to the direction of robust dividend growth in a world where cash is becoming less prevalent Visa is primed to reap the rewards of the digital payment Revolution now we admitted first glance Visa 0.7 dividend yield isn't exactly exciting after all that's less than half of the 1.5 percent yield that the S P 500 Index offers but the only reason for this low dividend yield is the company's tremendous stock price growth rate over the past decade did you know that a one thousand dollar investment in Visa a decade ago would be worth around five thousand five hundred dollars today with dividends reinvested this is far more than the three thousand two hundred dollars the same investment amount in the S P 500 would be worth right now if you are seeking remarkable dividend growth in the long term there aren't a lot of firms that have better prospects than Visa if there are any at all all of these solidify its place as the number one dividend stock on our list
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