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The 2025 Sell Off + Google Stock Review + My 3 New Buys + Top Dividend Increases
Hey, Zach here!
Last week was… well, not good for stocks.
The S&P 500 index - $VOO ( ▲ 0.13% ) - was down 3.41%. Countless stocks declined double digits.
However, it’s important to put our long-term investor hat on and see if there are quality opportunities to buy in this sell off.
Today’s topics:
Market Sells Off Amid Trump Tariffs
Google Stock Analysis - A Buying Opportunity?
New Dividend Raises
My Latest Stock Buys
Let’s do this!
🔥 This Week's Videos:
1️⃣ Market Reacts to Trump Tariffs – Top 5 Tech Stocks Impacted
Trump’s tariffs sparked uncertainty, causing sell-offs.
Tech Stocks impacted: Nvidia (-8.6%), Broadcom (-6%), TSMC (-4%).
My take: Tariffs are challenging, but volatility creates buying opportunities.
Top 5 Tech Stocks Impacted: TSMC, Apple, Nvidia, Broadcom, Qualcomm.
2️⃣ How Google Makes Billions on Search – The END of an Era?
Google search generates over $54B in revenue quarterly—high profit margin.
Is AI disruption coming? Google search usage and AI integrations break the narrative.
My take: Google is still undervalued despite AI fears.
3️⃣ Biggest Myths in Dividend Investing Debunked
Myth 1: High dividend yields = value traps. (Spoiler: Not always!)
Myth 2: Dividends are just for retirees. (Hint: Great for all ages!)
Myth 3: Dividend stocks only provide stability, not growth. (Wrong!)
📈 Chart of the Week:
This chart shows the forward looking PE ratio for $GOOGL ( ▼ 0.16% ) overtime.
As you see, it is at historically low levels. This may signal a low valuation and potential buying opportunity.
In the AI Analyst, type “GOOGL forward PE ratio“ to get this chart.
🚀 New Dividend Raises:
These top dividend stocks increased payouts this week:
$KAI ( ▲ 0.74% ) - Kadant raises dividend by 6.3%
$ROST ( ▲ 1.41% ) - Ross Stores raises dividend by 10%
$BBY ( ▲ 1.6% ) - Best Buy raises dividend by 1.1% to $0.95/quarter
$AMT ( ▲ 1.2% ) - American Tower raises dividend by 4.9% to $1.70/quarter
$SNV ( ▲ 0.85% ) - Synovus increases dividend by ~3% to $0.39/quarter
$ASO ( ▼ 0.74% ) - Academy Sports and Outdoors raises dividend by 18.2% to $0.13/quarter
$BKNG ( ▼ 1.28% ) - Booking Holdings raises dividend by 10%
$GD ( ▲ 1.16% ) - General Dynamics raises dividend by 5.6%
$AXP ( ▲ 0.8% ) - American Express Company raises dividend by 17% to $0.82/quarter
The Best of the Bunch: (American Express - AXP Stock)
It’s dividend payment grows at a 13.78% 5 year CAGR (compound annual growth rate). This is backed up by high earnings growth, leading to a great total return.
Become a DividendData.com member and get dividend news, filtered by the stocks in your watchlist and portfolio.
🚀 What I Bought This Week:
New Buys: I've added positions in Alphabet (GOOGL), Microsoft (MSFT), and Salesforce (CRM). I explain why in my last portfolio update video.
March 7th, 2025
Bought 1 share of $CRM at $276.64
— Dividend Data (@dividend_data)
2:12 AM • Mar 8, 2025
March 4th, 2025
Bought 1 share of $MSFT today at $383.21
— Dividend Data (@dividend_data)
1:11 AM • Mar 5, 2025
March 3rd, 2025
What I bought today:
- 1 share of $GOOGL at $166.43
- 1 share of $MSFT at $389.64
- 1 share of $CRM at $291.56— Dividend Data (@dividend_data)
9:29 PM • Mar 3, 2025
By the way, I share my buys & dividends on X.
If you become a member of dividenddata.com, you can get live access to my entire portfolio. Also, join a community of investors sharing their buys.
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How did you like today’s newsletter? |
📅 Keep Investing. Stay informed.
– Zach
Founder, Dividend Data
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Disclaimer: Dividend Dividend (Dividend Data LLC) is not a professional financial service. All materials released from Dividend Data (Dividend Data LLC) are for educational and entertainment purposes. Dividend Data (Dividend Data LLC) is not a replacement for a professional's opinion. Contributors to the Dividend Data (Dividend Data LLC) might have equities mentioned in the newsletter