WSM是一只强劲的股息增长股，股息增长率高，但其低股息收益率表明该股相对于其股息增长可能被高估。
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这条视频里关于 $WSM 说的每一段，按说话顺序排列。点任意一段，上面的视频跳到那里。
如果我们看周三开盘前，SJM，那是Smuckers公司。他们在开盘前公布财报。Kohl's也是，那是KSS，还有WSM，那是William Sonoma。这些都是股息增长公司。我收回那句话。我最近没看Kohl's。过去5年它下跌了70%，而且他们削减了股息50%。实际上，从峰值算起，他们削减了75%的股息。所以，Kohl's历史上是股息增长股。他们在疫情期间暂停了股息。很多零售公司和其他类型的企业都这么做了。他们恢复了股息。他们提高了一次，然后不得不削减。我不是Kohl's的粉丝。我一直没关注这家公司，但它跌了很多。所以，也许你可以把它看作一个价值投资机会，如果你做了研究并且看起来有前景。如果我们回到SJM，那是我过去一直持有的公司。然而，我后来卖掉了它，因为我更专注于总回报和增长以及股息增长。我喜欢很多消费品公司。我喜欢，我是说，当你走进杂货店过道时，我是个大粉丝。我知道所有品牌，比如哪家公司拥有什么。我觉得这非常有趣。但在一些较大的老公司中，增长不多。正因为如此，当没有增长时，你必须以超低价格买入。我不认为它交易得足够便宜。过去5年，他们的股息只上涨了13%。那是2.5%的复合年增长率。最近的股息增长是1.82%。而且过去5年，它的股息收益率正好处于公允价值的中位数，也就是第50百分位，正好在中间。所以，虽然我喜欢他们拥有的很多品牌，如果你不知道，他们拥有GIF花生酱。他们拥有Uncrustables。Uncrustables是一项了不起的业务。它是一台现金奶牛。它正被左右抄袭。你有那些体育人士投资于果酱类的东西。你有一些硅谷人投资于某种高科技版本。我忘了那叫什么了。这并非坏事，因为他们拥有该类别中最知名的品牌，而且它将继续成为畅销品。WSM股票。这是一家股息增长公司。过去5年它的表现比那两个例子好得多。而且他们的股息增长更高，过去5年上涨了157%。那是20.8%。远期股息收益率为1.28%。这是一只大型股息增长股。然而，它目前交易在历史低股息收益率水平。所以，股价升值一直超过股息增长。
If we go to Wednesday before market open, SJM, that's the Smuckers company. They report before market open. So does Kohl's, that's KSS, and WSM, which is William Sonoma. These are all dividend growth companies. I take that back. I have not looked at Kohl's recently. They are down 70% over the past 5 years, and they cut the dividend by 50%. Actually, they had a 75% dividend cut from the peak. So, Kohl's was historically a dividend growth stock. They suspended it during the pandemic. A lot of retail companies did that and different types of businesses. They brought it back. They raised it once and then they had to cut it. Not a Kohl's guy. Haven't been following this company, but it's down a lot. So, maybe you could look at as a value play if you do your research and it looks promising. If we go back to SJM, that's a company I've historically owned in the past. However, I since got rid of it as I focused more on total return and growth and dividend growth. I like a lot of the consumer packaged goods companies. I like I'm a big fan of when you go to the grocery store aisle. I know all the brands of like what company owns what. I find it all very interesting. But there's not a lot of growth in some of these bigger old companies. And because of that, when there's not the growth, you have to buy them super cheap. I don't think it trades cheap enough. Over the past 5 years, their dividends only up 13%. It's at 2.5% compound annual growth rate. The most recent dividend increase is 1.82%. And over the past 5 years, it's right in the middle fair value of its dividend yield, how it's traded, right in the 50th percentile, right on the median. So, while I like a lot of the brands they own, if you don't know, they own GIF Peanut Butter. They own Uncrustables. Uncrustables is a awesome business. It's a cash cow. It's getting copycatted left and right. You got all those sports people investing in the jams thing. You got some Silicon Valley people invested in some like high-tech version of it. I forget I forget what that one's even called. That's not a bad thing though because they have the most recognizable brand in that category and it will continue being a big seller. WSM stock. This is a dividend growth company. It's done much better over the past 5 years than those two other examples. And their dividend growth has been higher up 157% over the past 5 years. That's 20.8%. Keer forward-looking dividend yields 1.28%. Big dividend growth stock here. However, it is trading at a historically low dividend yield right now. So, the stock price appreciation has been outpacing the dividend growth.
他说在等什么
他自己说在等的东西，一段话一条记录。同一件事说过几次就出现几次，我们不合并，也不判断它有没有兑现。
这个频道对 $WSM 的历次判断
Dividend Data 在这只股票上只有这一条判断。