📈 Buying a 21% Dividend Grower on Sale…

Our Next Stock

The next company we’re adding to the Portfolio is a true Dividend Growth Stock—though even that might be selling it short.

It’s increased its dividend by over 20% per year for the past five years.
That’s not a typo.

The business is quietly dominant in its industry. It’s been around for over 70 years, building a huge economic moat - thanks to its scale, expertise, and regulatory advantages.

It’s extremely capital efficient.
It generates serious free cash flow… and gives much of it right back to shareholders.

And right now, it’s looking undervalued:

• It’s trading at a higher yield than its historical average

• The Earnings Growth Model points to an 11%+ expected return

• The Reverse Dividend Model says the market is pricing in less than half its historical dividend growth rate

This is the kind of business you can tuck away and let compound for decades.

Let’s go through the full investment case and prepare our trade for Monday.