The Dividend Mailbox®
Greg Denewiler
We want to stuff your mailbox with dividends! Our goal is to show you the power of dividend growth investing, and for each year's check to be larger than the last. We analyze specific companies and look at the mindset this strategy requires to be successful long-term. Come explore this not-so-boring world and watch your portfolio's value compound.
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Top 10 The Dividend Mailbox® Episodes
Goodpods has curated a list of the 10 best The Dividend Mailbox® episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to The Dividend Mailbox® for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite The Dividend Mailbox® episode by adding your comments to the episode page.
No 7%+ Yields for Us — Here’s Why
The Dividend Mailbox®
12/21/22 • 36 min
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If you spend much time managing your own money or researching companies, odds are you have been exposed to high-yielding opportunities. From stocks to bonds to real estate, there are plenty of investments out there that present themselves as quality investments while simultaneously generating large income streams.
7%+ yields seem hard to beat, but there is usually a reason why the yield is so high. In a way, the market is essentially showing the investor a blinking warning light, one that indicates that there is risk built into the price of the company. This is not to say that these opportunities don't work, just that dividend growth investors need to be wary of what they entail.
In the year's final episode, Greg answers a listener's question about prioritizing dividend growth or yield when nearing retirement age. That opens the door to examining the pitfalls of investing in high-yielding companies, where he provides a framework for analyzing the risk embedded within such investments. Later he compares Williams-Sonoma and Restoration Hardware in response to Berkshire Hathaway's recent addition of the company to its portfolio. Finally, Greg wraps up the episode with some food for thought.
Happy Holidays!
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If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at [email protected].
Notes & Resources:
DCM Investment Reports & Models
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What Does a 'Fat Pitch' Look Like?
The Dividend Mailbox®
03/15/25 • 33 min
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While it may be a somewhat misused paraphrase of Warren Buffett's famous baseball analogy, 'fat pitch' is a term often thrown around in investing circles. In most settings, it implies that an investment opportunity is extremely lucrative with a high probability of success—but they are rare. Beyond having the discipline to patiently wait for these opportunities, what does a 'fat pitch' actually look like?
In this episode, Greg discusses the concept of 'fat pitches' by exploring the extraordinary long-term performance of Altria (formerly Philip Morris), despite numerous industry challenges and negative headlines. Through a detailed analysis of Altria's historical performance, including its high dividend yield and impressive cash flow management, he emphasizes the timeless principles of dividend growth, patient investing, and compounding.
00:00 Introduction to The Dividend Mailbox Podcast
02:34 Review of Current Dividend Growth Performance and Market Observations
06:13 Case Study: The Success of Philip Morris
15:58 Key Takeaways from Philip Morris's Performance
24:51 Lessons on Dividend Growth and Compounding
32:14 Conclusion and Final Thoughts
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If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at [email protected].
Notes & Resources:
DCM Investment Reports & Models
Visit our website to learn more about our investment strategy and wealth management services.
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If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
Selling Is Easy... But Can You Hold Like Ronald Read?
The Dividend Mailbox®
07/15/22 • 27 min
When the only streak in the market seems to be a losing one, it's easy to wonder if you should jump ship. Bear markets test the resolve of even the most seasoned investors. But the investors that achieve next-level success have unwavering faith in their strategy, standing strong regardless of market conditions.
One of these exceptional investors is Ronald Read; a simple man, with a simple lifestyle, and a simple strategy. Yet, there was nothing simple about his discipline over the course of more than 70 years of market events.
In this month's episode, Greg takes you through the complete story of Ronald Reed. You may not know his name now, but his story is one to remember when the going gets rough. He also takes a look at current market conditions and provides some brief updates on companies we have covered in past episodes.
Book time on our calendar here
If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at [email protected].
Notes & Resources:
DCM Investment Reports & Models
Visit our website to learn more about our investment strategy and wealth management services.
Follow us on:
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If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
Not Every Stock That Glitters Is Gold, You Have to Dig a Little Deeper
The Dividend Mailbox®
04/15/22 • 22 min
On the surface, a lot of companies may look like they fit the dividend growth model and could be good candidates. But you have to be careful, they could be duds. As with all investment ideas, it's never a bad thing to dig a little bit deeper into the company. At a minimum, you have to get a clear picture of how the company can sustain its operations, margins, and dividends. If it is hard to see how the company gets from point A to point B, that is a red flag.
In this episode, Greg uses Whirlpool as an example of a company that deceptively appears to fit the bill, but probably has a high chance of falling short. Later, he takes a look at how much you pay for growth versus value and why it is critical to pay attention.
Book time on our calendar here
If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at [email protected].
Notes & Resources:
DCM Investment Reports & Models
Visit our website to learn more about our investment strategy and wealth management services.
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If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
You Don't Sacrifice Anything For Dividend Growth
The Dividend Mailbox®
01/11/22 • 18 min
Some investors may think that investing for dividends comes at a sacrifice. In this episode, we discuss how that couldn't be further from the truth. However, there is an important caveat− investing for growth is NOT the same as investing for yield. We'll also look at AT&T to see this distinction and recognize that not all dividends are built the same.
Book time on our calendar here
If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at [email protected].
Notes & Resources:
DCM Investment Reports & Models
Visit our website to learn more about our investment strategy and wealth management services.
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If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
The Penny Story
The Dividend Mailbox®
11/04/21 • 11 min
If I offered you $10 million right now, or a penny that doubles in value every day for a month, which would you choose? In this episode, we explore this question and how it applies to your investment portfolio.
Book time on our calendar here
If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at [email protected].
Notes & Resources:
DCM Investment Reports & Models
Visit our website to learn more about our investment strategy and wealth management services.
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If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
Introducing the Power of Dividends
The Dividend Mailbox®
03/19/21 • 8 min
In this episode, we examine the importance of dividends in a portfolio and how they have affected market history.
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If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at [email protected].
Notes & Resources:
DCM Investment Reports & Models
Visit our website to learn more about our investment strategy and wealth management services.
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If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
When Challenges Arise, the Better Investment Isn't Always Obvious
The Dividend Mailbox®
10/22/22 • 23 min
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It's safe to say that the stock market faces some daunting problems currently. To some investors, it's enough to make them change their strategy, seek alternate investments, or pull out entirely. Regardless of the negative consequences those actions can have on your portfolio, haven't investors always faced challenges? As Morgan Housel brilliantly states: "Every past market decline looks like an opportunity, and every future decline appears to be a risk."
Understandably, if you were to listen to all the noise out there, it'd be hard to look past your nose. That is why in environments like this, one of the best things you can do is take a step back and gain some perspective.
In this episode, Greg shares a couple of reassuring stories that illustrate how important it is to stay the course. In fact, if you stay on track long enough, it could result in immense wealth. He examines how a rental property investment might perform decently well, but falls short in comparison to dividend growth. Later he takes a look at NASA's recent D.A.R.T. mission success, drawing a comparison to long-term investing.
Book time on our calendar here
If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at [email protected].
Notes & Resources:
DCM Investment Reports & Models
Visit our website to learn more about our investment strategy and wealth management services.
Follow us on:
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If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
The Formula for Dividend Growth Investing
The Dividend Mailbox®
08/17/23 • 34 min
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Do you ever find yourself looking for that one crucial piece that would make you a better investor? Being active in the market naturally drives investors to want to compare notes. When you look at the impressive track record of great investors, it can feel as though they know something you don’t. Is there a formula? What’s the silver bullet?
In this episode, Greg reveals seven key factors that he looks for in a good dividend growth story. He explains what they are and why they are important to achieving 7% dividend growth per year. Later on, he applies them to Dover Corporation ($DOV) which is a company that appears to check all the boxes. But before you go out and buy stock in it, you may want to listen to the whole episode.
Book time on our calendar here
If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at [email protected].
Notes & Resources:
DCM Investment Reports & Models
Visit our website to learn more about our investment strategy and wealth management services.
Follow us on:
Instagram - Facebook - LinkedIn - X
If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
Greater Volatility & More Uncertainty: Monitoring Chevron and Clorox In The Dividend Mindset
The Dividend Mailbox®
03/16/22 • 20 min
A lot has happened in the span of a month, especially in regard to inflation, interest rates, and the Ukrainian War. These events have only added to the downward momentum of the stock market so far this year, painfully reminding investors that not every year can be like 2021.
Last month we took an in-depth look at two investment ideas: Chevron and Clorox. Has the recent market volatility really changed the long-term prospects of these companies? It is never fun to watch your account value sink, but in this episode, Greg argues that only more opportunities have presented themselves. He also examines how to determine whether to buy, hold, or sell, when dividend growth is the key goal. It is only natural to have anxiety about the market right now, but by adopting the dividend mindset, you can sleep better at night.
Book time on our calendar here
If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at [email protected].
Notes & Resources:
DCM Investment Reports & Models
Visit our website to learn more about our investment strategy and wealth management services.
Follow us on:
Instagram - Facebook - LinkedIn - X
If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
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FAQ
How many episodes does The Dividend Mailbox® have?
The Dividend Mailbox® currently has 47 episodes available.
What topics does The Dividend Mailbox® cover?
The podcast is about Retirement, Investments, Financial Literacy, Investing, Future, Mindset, Income, How To, Portfolio, Growth, Podcasts, Finance, Education, Business and Stocks.
What is the most popular episode on The Dividend Mailbox®?
The episode title 'Is Your Goal to Make Money or Build Wealth?' is the most popular.
What is the average episode length on The Dividend Mailbox®?
The average episode length on The Dividend Mailbox® is 32 minutes.
How often are episodes of The Dividend Mailbox® released?
Episodes of The Dividend Mailbox® are typically released every 30 days, 20 hours.
When was the first episode of The Dividend Mailbox®?
The first episode of The Dividend Mailbox® was released on Mar 19, 2021.
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