Dividend Investing with Longacres Finance

Hosted by Longacres Finance

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324

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Aug 2026

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About the show

I'm a passionate dividend growth investors on the lookout for the best dividend stocks that will help me grow my portfolio. My main focus is to maximize my total return all the while building a growing truly passive income stream of dividends. Join me as I share my approach to dividend investing.

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August 27, 2026Episode 32413 min

E324 - Is WR Berkley Actually a High-Quality Stock? | Yieldr Analysis

Is WR Berkley (WRB) actually a high-quality business? In this video, I put WR Berkley through the lens of Yieldr to evaluate its fundamentals, financial strength, growth, dividend, and overall quality. Rather than just looking at the stock price, we’ll break down what makes WR Berkley attractive, or potentially less attractive, for a long-term dividend growth investor. Could WRB be one of the better insurance companies for long-term investors? Learn more about Yieldr: https://yieldrapp.com/ #WRB #WRBStock #DividendStocks #StockAnalysis #Yieldr

August 25, 2026Episode 32312 min

E323 - 25 Dividend Kings Still Undervalued in August 2026? | Best Dividend Opportunities

There are 58 Dividend Kings right now, but only 25 currently appear potentially undervalued with estimated annualized return potential of at least 10%. In this video, I break down the highest-potential opportunities, including Stepan (SCL), H.B. Fuller (FUL), Hormel Foods (HRL), Marzetti (MZTI), and California Water Service (CWT). I also explain what changed from last month, dividend growth, earnings expectations, and how I use Dividend Yield Theory and estimated returns to evaluate these stocks. Check out Yieldr: https://yieldrapp.com/

August 12, 2026Episode 32217 min

E322 - 5 Undervalued Financial Stocks to Buy Right Now?

Looking for undervalued financial stocks with strong long-term growth potential? In this video, I use Dividend Yield Theory to identify 5 high-quality financial companies that appear undervalued based on their historical dividend yields. We’ll look at Aon (AON), Intercontinental Exchange (ICE), S&P Global (SPGI), FactSet Research Systems (FDS), and MSCI (MSCI), including their dividend growth, valuation, expected earnings growth, and estimated forward return potential. Some of these stocks have potential discounts to fair value of more than 20%, while one has an estimated forward return approaching 19%. I’ll also explain how Dividend Yield Theory works, why it can be useful for dividend growth investors, and why you shouldn’t rely on it as a standalone valuation model. If you’re looking for high-quality dividend growth stocks with attractive total return potential, these five are worth a closer look. Check out Yieldr to analyze stocks, compare quality and valuation, track your portfolio, and project future dividend income: https://yieldrapp.com/ #DividendStocks #DividendGrowth #Investing

August 10, 2026Episode 32119 min

E321 - Is Rollins Stock a Buy After This Massive Sell-Off?

Is Rollins (NYSE: ROL) finally a buy after its recent sell-off? In this video, I analyze Rollins using my three-part stock research framework: Is Rollins a high-quality business? Is it a company I actually want to own? Is the stock an attractive opportunity today? Rollins currently has a 92/100 Quality Score, with strong free cash flow growth, high returns on invested capital, healthy margins, and a strong balance sheet. The company also has more than two decades of dividend growth and has continued to deliver double-digit dividend increases. But the stock has fallen significantly from its early-2026 highs, so the more interesting question is whether the sell-off has created an attractive entry point. I’ll look at Rollins' latest earnings results, organic growth, acquisitions, margins, dividend growth, valuation, and potential future returns. My valuation models currently suggest Rollins is trading at roughly a 34% discount to fair value, while my five-year return estimate comes out to approximately 19% annually. I also explain why I believe Rollins is a business I want to own—but why that doesn't necessarily mean it's the best opportunity in my Quality Investable Universe. Disclosure: I own shares of Rollins (ROL). 📊 Analyze stocks and portfolios with Yieldr:https://yieldrapp.com/ 📈 Follow my Quality At A Fair Price newsletter:https://qualityatafairprice.substack.com/ If you enjoyed the video, please like the video, subscribe to the channel, and let me know in the comments which stock you'd like me to analyze next. #Rollins #ROL #DividendStocks #DividendGrowth #StockAnalysis

August 4, 2026Episode 32015 min

E320 - Top 25 Dividend Stocks to Buy in August 2026 (High Quality + Undervalued Opportunities)

Finding great dividend stocks is easy. Finding high-quality dividend companies trading at attractive valuations is much harder. In this video, I break down my Top 25 Dividend Stock Opportunities for August 2026, a screen designed to identify companies combining: ✅ Strong business quality ✅ Reliable dividend growth ✅ Attractive valuations ✅ Potential for strong long-term total returns This month's list includes companies with: 📈 Average dividend yield: 3.15% 💰 Average valuation discount: ~16% 🚀 Average projected 5-year annual return potential: ~14% Some of the companies featured include: Zoetis (ZTS) Broadridge Financial (BR) Accenture (ACN) Blackstone (BX) SBA Communications (SBAC) Paychex (PAYX) Amdocs (DOX) PepsiCo (PEP) McDonald's (MCD) Thomson Reuters (TRI) McCormick (MKC) Constellation Brands (STZ) and more ⚠️ Important: This list is not a recommendation to buy any stock. It is a starting point for further research. Always evaluate a company's fundamentals, valuation, risks, and your own investment goals before making investment decisions. 📊 Want to see the full list, data tables, and analysis? Subscribe to my free newsletter: ➡️ Quality At A Fair Price: https://qualityatafairprice.substack.com/ 📈 Analyze your own portfolio and thousands of stocks with Yieldr: ➡️ https://yieldrapp.com/ Yieldr helps investors analyze dividend stocks using: Dividend Yield Theory Free Cash Flow Valuation P/E Valuation Quality Scores Portfolio Dividend Tracking Founding Member pricing is available until September 7th. If you enjoyed this video: 👍 Like the video 🔔 Subscribe for more dividend growth investing content💬 Comment below: Which dividend stock on this list are you researching? #DividendStocks #DividendInvesting #DividendGrowth

July 29, 2026Episode 3198 min

E319 - Dividend Kings Are Beating the S&P 500 in 2026 (27 Still Look Undervalued)

Most investors think Dividend Kings are slow-growing, boring companies. But in 2026, something surprising is happening... The Dividend Kings are beating the S&P 500. In this video, I analyze every Dividend King to find out: ✅ How Dividend Kings have performed versus the market ✅ Which Dividend Kings appear undervalued using Dividend Yield Theory ✅ Which companies could potentially deliver 15%, 20%, or higher annual returns over the next five years Some of the biggest winners this year have been companies investors often overlook, while many high-quality businesses are still trading below historical valuation levels. I’ll break down the Dividend Kings with the best combination of: • Dividend quality • Valuation• Earnings growth • Future return potential This analysis is based on my Quality At A Fair Price investing framework, which focuses on finding exceptional businesses trading at attractive prices. 📊 Get the full Dividend King rankings and valuation models: https://qualityatafairprice.substack.com/p/the-dividend-kings-performance-valuation 🚀 Yieldr is launching August 1st! Join the waitlist to lock in special Founding Member pricing: https://yieldrapp.com/ Which Dividend King would you buy today? Let me know in the comments. #DividendKings #DividendStocks #DividendInvesting

July 20, 2026Episode 31816 min

E318 - 6 Dividend Increases Just Announced (One Really Stood Out)

Six companies recently announced dividend increases, but not all dividend hikes tell the same story. In this video, I break down each dividend increase, discuss what it says about the company's financial health, and explain whether the raise strengthens the long-term investment thesis. A growing dividend is often a sign of growing earnings, strong free cash flow, and management's confidence in the future, but it's important to separate meaningful increases from token raises. If you're a long-term dividend growth investor, this is a great way to stay up to date on the latest income opportunities. Join the Yieldr WaitlistWe're getting very close to announcing our official launch date. Join the waitlist using the link below to lock in special Founding Member pricing. https://yieldrapp.com/ 📈 Subscribe for weekly dividend investing videos, stock analysis, portfolio updates, and valuation research.

July 15, 2026Episode 31716 min

E317 - Accenture vs Broadcom: Which Stock Would I Buy Today?

Broadcom and Accenture are both exceptional companies, but which one is the better investment today? In this episode of Stock Showdown, I compare Accenture (ACN) and Broadcom (AVGO) using the same framework I use to rank every company in my Quality Investable Universe. Instead of focusing on headlines or hype, we'll compare: ✔️ Quality Score ✔️ Valuation ✔️ Expected Return ✔️ Opportunity Score ✔️ Final Score By the end of the video, you'll see which company appears to offer the better balance of quality, growth, income, and valuation, and why the best company isn't always the best investment. 📩 Join my newsletter – Quality At A Fair Price Every week I rank high-quality dividend stocks using this exact framework, including: Quality Scores Opportunity Scores Fair Value Estimates Expected Returns Dividend Updates My Top Opportunities https://qualityatafairprice.substack.com/ 📈 Yieldr is launching soon! Yieldr helps investors analyze any stock using: Quality Scores Fair Value Estimates Dividend Analytics Portfolio Tracking Future Income Forecasting Join the waitlist today to lock in special Founding Member pricing before launch. https://yieldrapp.com/ If you enjoyed this comparison, let me know which stocks you'd like to see featured in the next Stock Showdown! Disclaimer: This video is not financial advice, the content is purely for entertainment purposes.

July 10, 2026Episode 31617 min

E316 - How $300 in Dividends Can Become $30,000 a Year (The Snowball Effect)

What if one simple investing decision could dramatically increase your future passive income? In this video, I break down the Snowball Effect of dividend reinvestment and explain why so many successful dividend investors reinvest every dividend they receive. You'll learn: • Why dividend reinvestment accelerates wealth creation • How compounding really works • Why time matters more than trying to time the market • How dividend growth supercharges long-term returns • Why market downturns can actually help dividend investors • Common mistakes that slow down the compounding process • Real examples using the Yieldr Income Forecast calculator Dividend investing isn't about getting rich overnight. It's about building a portfolio that eventually starts building itself. 📖 Read the full article: 🔗 https://yieldrapp.com/learn/the-snowball-effect-how-dividend-reinvestment-builds-wealth 🚀 Join the Yieldr waitlist and lock in special Founding Member pricing when we launch: 🔗 https://yieldrapp.com If you enjoyed this video, please consider subscribing. New videos every week covering dividend investing, stock analysis, portfolio management, and building long-term passive income. Disclaimer: This is not investment advice, please conduct your own due diligence before making any financial decisions.

July 4, 2026Episode 31522 min

E315 - I Projected My Dividend Income 20 Years Into the Future

Every dividend investor dreams of one thing: generating enough passive income to replace their paycheck.But how much dividend income can you realistically earn? How much do you need to invest? And which matters more, higher dividend yields or faster dividend growth?In this video, I use Yieldr's new Income Forecast tool to project my own dividend income over the next 20 years and test different investing strategies.You'll learn:• How dividend compounding really works• Why time is your biggest investing advantage• The impact of DRIP vs. dividend growth• How monthly contributions affect long-term income• High-yield vs. dividend growth investing• The assumptions that matter most when forecasting retirement incomeWhether your goal is earning $25,000, $50,000, or $100,000+ per year in dividends, this framework will help you build a realistic roadmap toward financial independence.🚀 Join the Yieldr waitlist:https://YieldrApp.comFounding Members will receive exclusive launch pricing when the platform officially launches.If you enjoyed the video, don't forget to Like and Subscribe for more dividend investing, valuation analysis, and passive income strategies.