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Happy Monday! We have a great week of investing ahead…

I’ll cover the following topics:

1. Warren Buffett Sold Apple Again - My Analysis

2. Top Dividend Growth Stock On Sale - NKE Analysis

Let’s do this!

The Key Story

Warren Buffett Sold Apple Stock Again -
Is He Right?

Warren Buffett, the most successful investor of all time, has sold another 100 million shares of Apple, reducing his stake to just 2%. 

This move is surprising, considering he once referred to Apple as the "crown jewel" of Berkshire Hathaway and "the best business in the world". So, why is he selling?

1. Building up Berkshire's cash position. During the 2024 annual meeting, he mentioned that he doesn't mind holding cash under current conditions. With interest rates high, Berkshire is earning around 5% on $290 billion in U.S. Treasury bills—a risk-free return.

2. Anticipates higher future taxes. He also noted that the current corporate tax rate of 21% might increase due to US fiscal policies, so selling now could be advantageous. This reasoning was speculative and seems to be less likely After Trump win.

Now, let's talk about Apple stock specifically...

While it's an incredibly high-quality business, there are reasons to be cautious about buying the stock right now. The iPhone, their largest revenue source, has seen flat growth over the past few years.

Apple's Services segment offers growth potential, but they may not offset the stagnation in iPhone sales.

Despite massive stock buybacks and a solid dividend, Apple's valuation is at a historical high. My discounted cash flow analysis suggests the stock may be overvalued, even when accounting for optimistic growth scenarios.

While Apple remains a top-tier company, it might not be the best time to buy or hold a large position.

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This smart home company grew 200% month-over-month…

No, it’s not Ring or Nest—it’s RYSE, a leader in smart shade automation, and you can invest for just $1.75 per share.

RYSE’s innovative SmartShades have already transformed how people control their window coverings, bringing automation to homes without the need for expensive replacements. With 10 fully granted patents and a game-changing Amazon court judgment protecting their tech, RYSE is building a moat in a market projected to grow 23% annually.

This year alone, RYSE has seen revenue grow by 200% month-over-month and expanded into 127 Best Buy locations, with international markets on the horizon. Plus, with partnerships with major retailers like Home Depot and Lowe’s already in the works, they’re just getting started.

Now is your chance to invest in the company disrupting home automation—before they hit their next phase of explosive growth. But don’t wait; this opportunity won’t last long.

Invest today before their share price changes next week.

Top Dividend Growth Stock

Why You Should Own Nike in 2024 and Beyond - NKE Stock Analysis

One of the most recognizable brands in the world, Nike has seen its stock crash by 55% from its all-time high. This might be the best buying opportunity for Nike stock in decades.

In fact, super investors like Bill Ackman have bought more than a billion dollars' worth of Nike stock. But should you add Nike to your portfolio?

Nike is a top dividend growth stock and just announced an 8.1% dividend increase, marking the 23rd consecutive year of increasing its quarterly dividend.

With this milestone, Nike is on its way to becoming a Dividend Aristocrat. The recent drop in stock price means it's trading at one of the highest starting dividend yields in the past decade—levels not seen since the Great Financial Crisis.

Watch the video above for my full stock analysis. Overall, I view Nike as a great business trading at a fair valuation.

Thanks for the read! Let me know what you thought by replying back to this email.

— Zach

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