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Tractor Supply Company (TSCO $30.73)
- $30.73 P/E (TTM): 14.88X Cap: $15.86B
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Tractor Supply Company (TSCO $30.73)
- $30.73 P/E (TTM): 14.88X Cap: $15.86B
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Q: After last earnings report is Tractor Supply Company still a long term hold or sell?
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Tractor Supply Company (TSCO $30.73)
- $30.73 P/E (TTM): 14.88X Cap: $15.86B
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Texas Instruments Incorporated (TXN $292.56)
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Toronto-Dominion Bank (The) (TD $147.33)
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Canadian Natural Resources Limited (CNQ $63.57)
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Sun Life Financial Inc. (SLF $97.08)
- $97.08 P/E (TTM): 15.59X Cap: $53.37B
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Fortis Inc. (FTS $77.04)
- $77.04 P/E (TTM): 21.99X Cap: $39.14B
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Southern Copper Corporation (SCCO $188.22)
- $188.22 P/E (TTM): 35.72X Cap: $153.01B
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Q: Hi Team,
I went looking through the questions and couldn’t find one like this. I am not looking for personal advice but the context is that I am closer to winding down the working years and am trying to build some income into the portfolio through dividend growers.
What would be your top seven dividend growers in both the US and Canada where the starting dividend is at least 1.5% indicating that management sees the dividend as a meaningful part of its capital allocation strategy? Obviously, I would prefer some sector diversification as well.
Please feel free to deduct as many questions as you deem appropriate.
Thanks for the great help!
I went looking through the questions and couldn’t find one like this. I am not looking for personal advice but the context is that I am closer to winding down the working years and am trying to build some income into the portfolio through dividend growers.
What would be your top seven dividend growers in both the US and Canada where the starting dividend is at least 1.5% indicating that management sees the dividend as a meaningful part of its capital allocation strategy? Obviously, I would prefer some sector diversification as well.
Please feel free to deduct as many questions as you deem appropriate.
Thanks for the great help!
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Monster Beverage Corporation (MNST $85.66)
- $85.66 P/E (TTM): 44.48X Cap: $84.50B
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Tractor Supply Company (TSCO $30.73)
- $30.73 P/E (TTM): 14.88X Cap: $15.86B
- View TSCO Profile
- View Questions on TSCO
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Urban Outfitters Inc. (URBN $66.93)
- $66.93 P/E (TTM): 14.1X Cap: $6.33B
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NetEase Inc. (NTES $117.46)
- $117.46 P/E (TTM): 15.09X Cap: $74.15B
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Clean Harbors Inc. (CLH $296.45)
- $296.45 P/E (TTM): 39.99X Cap: $15.50B
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FirstCash Holdings Inc. (FCFS $231.66)
- $231.66 P/E (TTM): 30.68X Cap: $10.21B
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Nebius Group N.V. (NBIS $179.21)
- $179.21 Cap: $47.25B
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Q: Good recent Q&A on this one (revenue projection, valuation, etc.).
If the tech sector were to plunge in a somewhat similar manner as the Tech bust (2000), is there an example of a company with a market cap comparable to NBIS at that time that initially dropped in sympathy, but was able to recover quicker than the over all sector because of good execution?
Do you have faith in the projected revenue growth of NBIS? Do we know how reliable Arkady Volozh's vision is on this company? I suppose his 25 years of leading Yandex counts for something (?)
If the tech sector were to plunge in a somewhat similar manner as the Tech bust (2000), is there an example of a company with a market cap comparable to NBIS at that time that initially dropped in sympathy, but was able to recover quicker than the over all sector because of good execution?
Do you have faith in the projected revenue growth of NBIS? Do we know how reliable Arkady Volozh's vision is on this company? I suppose his 25 years of leading Yandex counts for something (?)
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