As a dividend growth investor, I count on my positions being around for a very long time. I'm talking about decades of dividend compounding and growth! Today's video is about a dividend stock that has been through a lot of change, Kraft Heinz (KHC). Backed by Warren Buffett and sporting a 4.17% dividend yield, this stock certainly gets a lot of coverage in the dividend and value investing community. Learn why I won't be buying!
Today's video starts with some history. Did you know? I used to own Heinz, when it was a standalone public company. Back in 2013, Heinz was brought private by Warren Buffett and 3G Capital. Fast forward to 2015 and Buffet and 3G bring Heinz public again, this time as a merger with Kraft. The history gets a bit confusing, but is absolutely critical to my analysis and perspective on this company.
In a nutshell: I completely dislike this type of activity. I'm a long term holder, and try to stay away from games of financial chess. They are counterproductive for long term investors, and do not create value for common stock holders, in my opinion. While most dividend investors aspire to invest in the same companies as Buffett, I'm happy to own companies that have no Berkshire Hathaway involvement.
In fact, I regularly get questions asking why I own 37 stocks. This is precisely why! If one or two positions get taken out by private equity, I'm fine. However, if I only own 5 stocks and the same thing happens, my portfolio of dividend paying stocks would face some short term turmoil. I'm focused on passive income that can pay my bills. I do what it takes to keep that stream steady, reliable, and growing.
In addition to covering my philosophy on reorganizations, buyouts, and mergers, I also include fundamental stock analysis of Kraft Heinz. Some elements covered include:
* Dividend growth (it's quite impressive).
* Revenue
* EPS (or earnings per share)
* US vs. international diversification
* Market capitalization
* Debt
* More
At the end of the day, I even faced challenges analyzing this company since it only has two years of operating history in its current form. It's just not for me! That said, I truly wish anyone involved in this stock all the success in the world! From a brand and fundamental perspective, I do like KHC.
Some helpful links to other investing videos mentioned in today's video...
Here's my analysis of General Mills, a position in my portfolio:
https://www.youtube.com/watch?v=z12Ac83Nz0QHere's an analysis of Dr Pepper Snapple, a company in my portfolio that recently faced a buyout (which I dislike):
https://www.youtube.com/watch?v=fcn8BlqYwUoHere are my thoughts on stock analysts (from a dividend investor's perspective):
https://www.youtube.com/watch?v=81pWwzH991kLast, please reach out and connect with me on Instagram:
https://www.instagram.com/ianlopuch/Disclosure: I am long General Mills (GIS). I own this stock in my portfolio.
Disclaimer: I'm not a licensed investment advisor, and today's video is just for entertainment and fun. This video is NOT investment advice. Also, I'm not a tax advisor and today's video is NOT tax advice. Please talk to your licensed investment advisor before making any financial decisions.
All content on my YouTube channel is (c) Copyright IJL Productions LLC.
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