The Value Play Hiding Behind a 300-Year-Old Luxury Brand

 More on dividend growth investing  -> Join our market newsletter! The argument has long been made that venturing beyond America’s borders will offer investors higher yields. Many foreign companies do pay attractive dividends, but they lack consistency and predictable growth—factors that have kept us from investing overseas. But in this episode, we break the mold and head to the vineyards of France. Greg explores the under-the-radar story of Rémy Cointreau ($REMYY), the cognac maker behind the iconic Rémy Martin brand. What makes this story remarkable isn’t just the 3% dividend yield or the potential for earnings to normalize. It’s the value hiding in plain sight: aging inventory that becomes more valuable with time. With a wide moat and one of the most unique inventory structures we’ve seen, Rémy stands out as a compelling value play with rare downside protection. Markets are mostly efficient—but every now and then, a story slips through the cracks.  Topics Covered:01:46 Exploring Foreign Dividend Opportunities 02:40 Discovering Remy: A Value Play 03:31 A First Look at Rémy’s Dividend and Valuation 06:01 Performance History and the Power of Modest Growth 08:11 Understanding the Cognac Market 11:29 How Cognac Is Made and Why It Matters 16:07 What Is Wrong with Remy? 18:38 Cash Flow, EBIT History, and Financial Strength 22:28 The Inventory Advantage 25:18 Future Growth Potential and Valuation Scenarios 27:49 Three Catalysts for Re-Rating 33:32 Final Thoughts and Takeaways Send us Fan Mail________ Resources:📅 Schedule a meeting: Financial Planning & Portfolio Management 📊 Getting into the weeds: DCM Investment Reports & Models ________If you found this valuable, subscribing and leaving a review helps more investors find the show.Instagram | Facebook | LinkedIn | X________ Disclaimer: Past performance does not guarantee future results. Every investor should consider whether an investment strategy is right for them and all the risks involved. Stocks, including dividend stocks, are volatile and can lose money. Denewiler Capital Management may or may not have positions in the publicly traded companies mentioned herein.