저자: 미상 · 외국인
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찰리 멍거가 선호했다고 소개되는 배당주 7개(코스트코, US뱅코프, 제프리스, 크로거, 홈디포, 비자, 로우스)를 나열하며 각 기업의 사업 모델, 최근 실적 수치, 성장 잠재력을 설명한다. 특정 종목에 대한 명시적 매수·매도 권유나 가격 방향 예측은 없고, 과거 실적과 전략적 강점 위주의 소개이며 마지막에 투자 의견을 묻는 형식으로 마무리된다.
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in the world of investing few names resonate with the weight and wisdom of Charlie Munger the legendary Vice chairman of birkshire hathway and Warren Buffett's right-hand man with a career spanning over six decades munger's Financial Acumen and unconventional wisdom have not only shaped one of the world's most successful investment portfolios but have also mentored countless investors on the principles of value investing the stocks that caught mongers are not your average Investments they are poised for significant growth reflecting his Keen insight and investment philosophy so which one of Charlie munger's dividend stocks will emerge as your next investment opportunity well let's see one Costco founded in 1976 and headquartered in isqua Washington Costco has revolutionized the retail sector by offering its members High quality products at prices typically lower than those of traditional retail outlets its business model is predicated on offering bulk quantities of merchandise at discounted prices a strategy that has fostered a loyal customer base and steady revenue streams Costco's retail approach distinguishes it from competitors by focusing on a broad spectrum of products including groceries appliances electronics and more this wide ranging inventory coupled with exceptional customer service has cemented Costco's reputation as a leader in the warehouse club sector moreover the company's commitment to sustainability and social responsibility has enhanced its brand image and appeal among customers who prioritize ethical business practices Costco's latest figures from the quarterly reports for the second quarter of fiscal 2024 which ended February 18th 2024 show a f .7% increase in net sales to 57.3 3 billion for the quarter and a 5.9% increase to $4.05 billion for the first 24 weeks of the fiscal year net income for the quarter was $1.74 3 billion $392 per diluted share and well Charlie munger's admiration for Costco is welln he once remarked Costco is a business that became the best in the world in its category and it did it with an extreme amount of ethical Behavior two US Bank in line with munger's principle that one should never invest in a business you cannot understand US Bank corpse transparent and strategic approach in the banking sector exemplifies the kind of business Munger trusts and invests in with a rich history and a broad portfolio of services including banking investment mortgage trust and payment services US Bank Corps has established a robust Foundation that caters to a wide variety of customer needs looking ahead US Bank corp's growth potential appears promising fueled by several strategic incentives the bank has been at the Forefront of digital banking expansion investing in technology to enhance online and mobile banking services this digital shift not only meets the evolving preference of consumers but also positions the bank to capture a younger demographic additionally US Bank corp's emphasis on cost management strategies aims to streamline operations and improve efficiency thereby boosting profitability diversification of its revenue streams through expansion into new service areas and markets further bolster the bank's resilience against economic fluctuations and competitive pressures US Bank corp's latest figures from the fourth quarter of 2023 show a net income of $1.62 7 million and diluted earnings per common share of $ 99 excluding notable items the company reported a net revenue of $6.8 billion and increased its tangible book value per share to $22.30 a 7% increase in the linked quarter three Jeff's Financial Group this one stands as a beacon in the Diversified financial service sector demonstrating a dynamic approach to Investment Banking Capital markets asset management and direct investing this breadth of services allows Jeff to create a diverse client base ranging from institutional investors to high net worth individuals providing tailored Financial Solutions that drive client success and contribute to the firm's robust revenue streams jeffy's growth potential Is Anchored in its strategic approach to expansion and its operational excellence The Firm has demonstrated a Keen Eye for strategic Acquisitions seamlessly integrating new entities to bolster its service offerings and expand its Market footprint moreover Jeff's Investment Banking and asset management divisions have consistently delivered solid performance contributing significantly to the firm's overall success this solid foundation in key financial service areas positions Jeff's well for sustained growth and profitability Jeff's Financial Group incorporated's latest figures from the fourth quarter of 2023 Show net earnings attributable to Common shareholders of 66 million or 29 cents per diluted common share the company report reported net revenues of $1.20 billion with Investment Banking net revenues of 577 million Capital markets net revenues of $481 million and asset management net revenues of $155 million reflecting on munger's belief that the big money is not in the buying and selling but in the holding jeffy's focus on long-term growth and adaptation mirrors the kind of strategic foresight Munger values in a company four Kroger Kroger stands prominently as one of the leading Supermarket chains in the United States boasting a vast network of stores that offer a wide range of products including groceries merchandise and Pharmacy items with its foundation laid in 1883 Kroger has evolved into a Cornerstone of the American Grocery industry serving millions of customers each year through through its commitment to Quality value and customer service Kroger's efforts to build a strong relationship with its customers and innovate in the digital space aligned with munger's investment ethos which places a high value on businesses that have a durable competitive advantage or as he calls it a Moote when you analyze the company's latest Financial reports for the fourth quarter and full year 2023 they reveal significant highlights in Q4 2023 operating profit stood at $11.19 4 million with EPS of $1.01 adjusted fifo operating profit reached 1.37 million and adjusted EPS was $1.34 digital sales grew by over 10% excluding the 53rd week with an uptick in loyal household and customer visits their current dividend yields stands at 2.01% the company's growth potential is further Amplified by its strategic Investments aimed at adapting to the evolving Retail Landscape the company has been proactive in harnessing technology to enhance its shopping experience notably through the expansion of online grocery delivery services additionally Kroger's focus on developing customer loyalty programs has been instrumental in fostering a strong connection with its customer base thereby driving repeat business and sustaining Revenue growth five Home Depot this one is recognized as the largest Home Improvement retailer in the United States a position it has cemented by offering an extensive range of products and services that cater to both the do-it-yourself and professional contractor markets its product line spans tools Construction Products appliances and various Services making it a One-Stop shop for Home Improvement needs in Q4 2023 sales amounted to $3 34.8 billion marking a 2.9% decrease from the same period in fiscal 2022 net earnings were $2.8 billion or $2.8 per diluted share indicating a decrease from the previous year with diluted earnings per share down by 14.5% compared to the same period in the prior year but interestingly the company has also announced a 7.7% increase in its quarterly dividends and guided fiscal 2024 the growth potential for Home Depot looks promising driven by several key factors the retailer is well positioned to capitalize on the continuous growth in the Home Improvement sector spurned by Trends such as home renovations and DIY projects moreover Home Depot Strategic investment in e-commerce has expanded its reach and convenience meeting the modern consumers demand for online shopping options Additionally the company's focus on serving the professional contractor Market has opened up new revenue streams underscoring its adoptability and strategic Vision six Visa it stands as a pillar in the Global Financial ecosystem serving as a leading payment technology company that Bridges the gap between consumers Merchants financial institutions and government entities across the world since its Inception Visa has played a pivotal role in the advancement of digital payments facilitating seamless and secure transactions that underpin the global economy its vast Network and Innovative Payment Solutions have not only simplified the way people transact daily but has also been crucial in fostering Financial inclusion and the transition towards cashless societies Visa's growth potential is vast and driven by several strategic initiatives the company is at the Forefront of expanding digital payment infrastructure globally adopting to and shaping consumer payment behaviors innovation in payment technology such as contactless payments and secure online transactions positions visa to capitalize on the increasing demand for fast and convenient payment methods additionally Visa's effort to enter new markets and segments including underbanked regions promised to extend its Global footprint and open up new avenues for growth Visa's latest Financial figures annual reports fiscal year 2023 key statistics reveal a total volume of $14.1 trillion payments volume of $1.6 trillion and processing of $64.79 75% on the lowest and it was recently at 16% as we all know Charlie munger's investment strategy involves understanding the macroeconomic factors that influence a business's success Visa's pivotal role in the global payment technology space exemplifies the kind of broad impactful business Munger appreciates for its long-term potential seven Lowe's Lowe's Company Incorporated occupies a significant position in the US Retail Landscape as the second largest Home Improvement retailer with its foundation laid in 1946 Lowe's has grown from a small hardware store to a leading chain that offers an extensive selection of products for maintenance repair Remodeling and Home Decorating catering to both DIY enthusiasts and professional contractors Lowe's has become synonymous with quality variety and value supporting customers through every stage of their home improvement projects Lowe's growth potential is further highlighted by its strategic Investments aimed at enhancing the customer experience and expanding its Market reach the company has made significant strides in developing its Omni Channel experience seamlessly integrating its inore and online offerings to meet the evolving preference of Shoppers by focusing on the professional segment Lowe's aims to capture a larger share of the lucrative Market recognizing the unique needs and potential for repeat business from professional contractors moreover enhancing its online sales platform has allowed Lowe's to tap into the growing trend of e-commerce broadening its customer base and driving Revenue growth the company has provided its full year 2024 Outlook including total sales of $ 84 to 85 billion diluted earnings per share of approximately $12 to $12.30 and capital expenditures of approximately $2 billion undeniably Lowe's remains committed to a capital allocation strategy Focus F on driving long-term sustainable shareholder value including share repurchases and dividends to enhance shareholder returns so now which of these dividend stocks are you most excited to invest in comment down below let's engage in the meantime leave a like subscribe and turn on the notification Bell for more amazing investing videos
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