Value dividend investing
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ASML: Want To Win The AI Trade? Start With The Shovels And Pans
Seeking Alpha· 2025-05-23 13:30
Core Insights - The article discusses the historical context of the California Gold Rush initiated by James W. Marshall in 1848, which attracted over 300,000 people seeking wealth [1] - It emphasizes the effectiveness of value dividend investing as a strategy for building wealth through quality companies while generating cash flow [1] - The author is focused on creating a portfolio of dividend growth stocks to achieve financial independence through dividend income [1] Investment Strategy - Value dividend investing allows investors to purchase quality companies at attractive prices while receiving cash flow without needing to sell their stock positions [1] - The strategy is presented as a sustainable approach to investing, aiming for long-term wealth accumulation [1] Personal Disclosure - The author has a beneficial long position in ASML shares, indicating a personal investment in the company [1] - The article reflects the author's personal opinions and is not influenced by any compensation from companies mentioned [1]
CVS Health: Undervalued, But The Road To Success Is Paved With Uncertainty
Seeking Alpha· 2025-04-05 07:39
Core Viewpoint - CVS Health is considered heavily undervalued with significant upside potential, making it an attractive investment opportunity for value dividend investors [1]. Group 1: Company Overview - CVS Health is a long-term investment held in the portfolio of the analyst, who has been increasing their position as the stock price declines [1]. - The company is recognized for its potential in long-term growth and dividend returns, appealing to investors focused on compounding wealth over time [1]. Group 2: Investment Strategy - The investment strategy emphasizes identifying undervalued companies with large upside potential, prompting immediate investment actions [1]. - The analyst's approach is rooted in a value dividend investment philosophy, aiming to eventually rely on dividends for income [1].