Motley Fool Money A Boring Business Beating the Market
Jul 19, 2022
Jason Moser, a Senior Analyst at Motley Fool known for his insights on dividend stocks, joins David Blanchett, Head of retirement research at PGIM. They dive into Johnson & Johnson's notable financial performance and the implications of its upcoming spinoff. Moser highlights strategies for finding quality dividend investments. Blanchett tackles retirement planning, debunking myths about the 4% rule and emphasizing the importance of early savings. The discussion also reconsiders homeownership, suggesting renting may be wiser for younger generations.
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JNJ's Outperformance
- Johnson & Johnson (JNJ) is viewed as a boring, slow-growing business, but it outperforms the S&P 500 over the long term.
- JNJ's consistent dividend growth and long-term performance make it a valuable holding for investors.
Total Return Investing
- Consider a stock's total return, including dividends, not just its price performance.
- Factor in dividends, especially for long-term holdings like Johnson & Johnson, which has a history of consistent dividend growth.
Dividend Stock Research
- Start with lists like Dividend Aristocrats or Dividend Kings when researching dividend-paying stocks.
- Use these lists to narrow down your search and find reputable companies with a history of dividend growth.