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New
NVDABeat EPS by 18%. Data center revenue +220% YoY.
ThesisAI infrastructure capex cycle still early innings.
RiskExport restrictions + valuation at 35x forward sales.
3 channels · 2 min ago
Avg 4.8h saved/week
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📽From: Graham StephanI Analyzed 50 Dividend Stocks — Here's What I Found (22 min video → 45-second read)
AI-generated
GS
Graham Stephan@GrahamStephan1/7

I spent 3 weeks analyzing 50 dividend stocks. Most people chase yield and destroy their wealth. Here's what the data actually shows — and my 5 favorites:

GS
Graham Stephan@GrahamStephan2/7

First, the trap: High yield ≠ high return. $T (AT&T) and $VZ yield 6%+, but 10-year total return? Under 20%. Dividend cuts crush capital appreciation. Never lead with yield.

GS
Graham Stephan@GrahamStephan3/7

The 3 filters I actually use: • Payout ratio < 60% (room to grow) • 10+ years of consecutive dividend increases • Free cash flow yield > dividend yield Only 11 of 50 stocks passed all three.

GS
Graham Stephan@GrahamStephan4/7

The quiet winner: $ABBV (AbbVie). 4.1% yield + 12% annual dividend growth for 10 years. FCF yield of 8.2% covers the payout easily. The post-Humira pipeline is stronger than Wall Street admits.

GS
Graham Stephan@GrahamStephan5/7

$MSFT only yields 0.8% — but at 10% annual dividend growth + $60B in buybacks, your effective yield-on-cost hits ~2% in 10 years. And you get the AI infrastructure tailwind for free.

GS
Graham Stephan@GrahamStephan6/7

My top 5 picks after 3 weeks of analysis: 1. $ABBV — best yield + growth combo 2. $V — no-cut 20-year history 3. $O — monthly REIT at 5.2% yield 4. $MSFT — growth > yield play 5. $HD — 20-year dividend growth streak

GS
Graham Stephan@GrahamStephan7/7

The uncomfortable truth: the best dividend stocks rarely feel exciting. They're boring, consistent, and undervalued. Chasing the 10% yielders is how most retail investors underperform the S&P. Thread done — retweet if this saved you a 22-minute watch.

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