All Episodes
The Dividend Mailbox® — 65 episodes
MCD Deep Dive: The Cash Flow Story Disguised as Hamburgers
IBM & Chevron: Taking the Long View on Optionality vs. Durability
What Is the Market? Why Your Definition Shapes Your Returns
Second-Level Thinking: Why Dividend Stocks Win in the Age of AI
It Was Never About "Dividends." It Was Always About Income.
EXPRESS MAIL: Sysco Drops ~15% after $29 Billion Bet — Dividend Growth at Risk?
What’s Your Anchor? Dividends in an Uncertain Market
From Lagging to Leading: When Success Gets Complicated
The One Number That Drives Long-Term Returns
Dividend Growth vs. Distraction: A Reset for Long-Term Investors
No Revenue Growth, No Dividend Growth
The Free Lunch Illusion: How Fear and FOMO Feed Wall Street
UPS Stock: Can It Still Deliver for Dividend Investors?
ACN Deep Dive: AI Isn’t Killing Consulting, It’s Reinventing It
EXPRESS MAIL: Union Pacific’s Surprise Merger Bid
Dividend Growth Is a Mindset, Not a Yield
The Value Play Hiding Behind a 300-Year-Old Luxury Brand
Two Paths to Value: Short-Term Yield vs. Long-Term Growth in Distressed Markets
Buying in the Storm: How Bear Markets Lead to Higher Dividends and Returns
EXPRESS MAIL: Williams-Sonoma's Earnings Results and Dividend Increase
What Does a 'Fat Pitch' Look Like?
Revisiting Hershey: The Market Pays What the Market Bears
Predictive Power Lies in Understanding What You Own
You Can’t Pin Down Mr. Market
The S&P 500 Dividend Yield Is Low, but the Next 10 Years Are Simple Math
Mastering the Corporate Life Cycle and Its Impact on Your Investments
With New Leadership, is Starbucks a Solid Dividend Candidate?
Building Wealth Over 40 Years: Investing Insights With Industry Veteran Kent Hughes
Snap-on: Nearly a Century of Dividend Growth and Tool Innovation
The Future of Dividends with Daniel Peris
A Dividend Growth Buy, Watch, and Sell
Cash (Flow) Is King
Strategic Dividend Growth Exits: What to Consider
How Compounding Can Turn Underperfomers Into Big Winners
Dividend Fuel: Chevron and an Ultimately Higher Oil Market
Are Dysfunctional Dividends Hiding In Your Portfolio?
Ignore the Siren Songs of the Market, Tie Yourself to the Mast
UNP Deep Dive: A Growing Dividend Is Just Around the Bend
Are You an Intelligent Investor or a Smart Investor?
The Formula for Dividend Growth Investing
Telecom & Tobacco: Analyzing the Legal Liability That Could Limit Returns
Discipline Is the Cornerstone of Dividend Growth Investing
Taking Advantage of Uncertainty
Downfalls of a Lottery Ticket Mindset with Jeff Weniger — Head of Equity Strategy at WisdomTree
Dividend Cuts Don’t Have to Cut Your Income
Sometimes Value Outweighs Sustainable Growth
Do Dividends Care About Recessions?
No 7%+ Yields for Us — Here’s Why
The Dilemma With Slow Growth
When Challenges Arise, the Better Investment Isn't Always Obvious
You Don't Need A "Winner" To 10x Your Income
Is Your Goal to Make Money or Build Wealth?
Selling Is Easy... But Can You Hold Like Ronald Read?
Special Interview With Simeon Hyman - Global Investment Strategist at ProShares
What NOT to Invest in During High Inflation & Other Topics
Not Every Stock That Glitters Is Gold, You Have to Dig a Little Deeper
Greater Volatility & More Uncertainty: Monitoring Chevron and Clorox In The Dividend Mindset
Dirty vs. Clean Opportunities
You Don't Sacrifice Anything For Dividend Growth
The Case for 6% Dividend Growth - With Q&A
The Penny Story
The Second Decade Effect
What to Look For in a Sustainable Dividend Grower
Dividend Behavior: Growth or Yield?
Introducing the Power of Dividends