Investing Experts Unlocking dividend growth with The Dividend Kings
Dec 18, 2025
Scott Kaufman, a dividend growth and value-focused investor, shares insights from his work with The Dividend Kings. He dives into key metrics for evaluating dividend stocks and discusses specific companies like LyondellBasell, Dow, and Eastman Chemical. Scott explains the risks of dividend cuts and the importance of baby bonds and preferred securities for income. He also highlights how market sentiment can affect valuation decisions and suggests investing in AI infrastructure rather than the tech winners.
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Taking Over Dividend Kings
- Scott Kaufman and his wife took over running the Dividend Kings platform and kept longtime contributors Cody Kester and Justin Law.
- They refocused the group toward dividend growth investing and long-term, value-driven analysis.
Use PE, Coverage, And Chowder
- Compare a company's current PE to its 10-year historical PE before deciding to buy or sell.
- Check dividend coverage and use a chowder number (yield + 5yr dividend CAGR) as a final filter.
Model Portfolio Discipline
- Maintain a model portfolio and personally invest in the same holdings to align recommendations with actions.
- Target roughly 42 holdings with a blended 6–8% yield using equities, preferreds, and baby bonds.