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Dividend Talks

Hundreds of paid subscribers

Disciplined, valuation-driven research focused on high-quality dividend stocks - with fair value ranges, margin-of-safety entry levels, and structured monthly opportunity rankings.

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Substack
PricingFreemiumPublishesTwice weekly
Issues180Founded3 years agoLast Issue5 days ago
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Latest Issues

$META Is Getting Crushed — I Ran the Numbers

My bull, base and bear valuations for Meta — plus the stock I actually put fresh money into instead.

There are certain times when a falling share price makes perfect sense.

5 days ago
7
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76 Dividend Stocks Screened — These 5 Ranked Highest. Only One Earned My Top Rating

All five yield more than their five-year averages and trade below their historical P/E multiples, but only one combines quality, income and valuation well enough to earn my highest rating.

The easiest mistake in dividend investing is confu...

12 days ago
10
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I Screened 244 Stocks — These 10 Passed My August Test

Only six are actionable at today’s prices. Here is the complete ranking, the risks I would not ignore and the accompanying premium workbook.

Even with the S&P 500 sitting near record highs, investor sentiment is still flashing fear.

15 days ago
13
3
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8 Quality Stocks Have Crashed — Only 3 Pass My 20% Margin-of-Safety Test

Microsoft, Netflix, MercadoLibre and five other market leaders are trading near their lows. I rebuilt every valuation to find the genuine bargains—and the exact prices I would buy.

The Index Is Holding Up. Individual Stocks Are Crashing.

a month ago
11
2
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70 Stocks With MASSIVE UPSIDE — Only 5 Passed

I screened 328 Buy-rated stocks to uncover where Wall Street sees the most upside—and the five opportunities that survived my deeper quality, valuation and risk checks.

Every month on the 15th, I take a fresh look at the stocks Wall Street...

a month ago
5
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  • Dividend Talks

    Creating financial freedom through smart dividend investing. Sharing my insights and strategies for long term wealth creation.

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