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Motley Fool Hidden Gems Investing

Meet the Dividend Knights

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 15 October 2022

⏱️ 24 minutes

🧾️ Download transcript

Summary

You've heard of the Dividend Aristocrats and the Dividend Kings, but we’d like to introduce you to the Dividend Knights: dividend-paying stocks that have also beaten the market. Ricky Mulvey caught up with Matt Argersinger and Anthony Schiavone to discuss: - Surprising companies (e.g., Dillard's) that have beaten the market over a ten-year period - Listener questions about dividend stocks - One interesting income opportunity Companies discussed: UNP, HD, DDS, PRI, MTN, YARIY, GOOGL, GOOG, DIS, POOL Find the full list of Dividend Knights here: https://docs.google.com/spreadsheets/u/1/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0 Host: Ricky Mulvey Guests: Matt Argersinger, Anthony Schiavone Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

I'm really excited. I see a ton of opportunities and I look at this sort of short-term volatility

0:05.1

we're seeing and so this my myopic behavior of moving away from these really high quality

0:10.1

companies into you know treasury bonds so to speak or looking for yields elsewhere or

0:15.1

just in a cash really I think that's going to be a big mistake in the long run.

0:24.3

I'm Chris Hill and that's Motley Fool's Senior Analyst Matt Bargit Singer. If you're an

0:29.0

investor who's in it for the long haul now could be a great time to look for opportunities.

0:35.1

Ricky Mulvey caught up with Matt and Anthony Shivone for a conversation about a brand new

0:39.8

category of investing royalty. The dividend nights they dig into a few surprising stocks that

0:46.4

have crushed the market and a lot more.

0:48.6

All right so we spoke about a quarter ago stock market hasn't done so hot since then but

1:00.5

how have the dividend payers been been holding up in comparison to the broad S&P 500 in this

1:05.9

tough year?

1:06.9

Well yeah it has been a tough few months and the dividend payers have not held up as

1:12.6

well as I would have thought. In this market in this bear market I guess I mean it's

1:18.3

essentially everything has really been hit hard. That's especially been the case for real

1:22.2

estate investment trust. We've talked REITs before and generally in a downturn like this

1:29.5

where there's a lot of volatility. Dividend payers, REITs will hold up a lot better but I don't

1:35.5

think that's the case this time if you look at just how they performed and probably it

1:41.0

has a lot to do with the fact that unlike previous downturns this downturn is really

1:46.0

driven by higher rates. The Fed raised interest rates and how does that affect the dividend

1:54.0

payers because the immediate part of my brain would think that investors would want a dividend

1:58.8

paying stock, cost capital goes up higher which makes paying money out to shareholders

...

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