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▶ 1:00 · $VZ · The 3 Best Dividend Stocks to Buy Now and Hold Forever
episode briefing
Asymmetric Investing

The 3 Best Dividend Stocks to Buy Now and Hold Forever

2026-03-21 · 3 company · 0 thematic
sentiment
3 bull0 bear0 neu
speakers
travis hoium

Travis Hoium hosts the Asymmetric Investing podcast/YouTube channel and manages the Asymmetric portfolio. He conducts fundamental research using Fiscal AI and focuses on platform business models, healthcare technology, and consumer subscription businesses. He discloses holding Hims & Hers as one of his largest positions.

quote
“Their spending their big spending days are behind them. They should be in kind of a cash generation mode right now. And with only three major competitors in the US, that's a pretty good position to be in. So, 215 billion-dollar market cap…”
—travis hoium
now playing · $VZ
$VZ···bullish· mediumtravis hoium
Verizon's 5.3% yield sustainable as capex cycle peaks and 6G buildout years away
Verizon's heavy 5G capex cycle is behind it, free cash flow is growing to ~$20B, and the next 6G buildout is years away, allowing debt paydown and dividend coverage. The oligopoly…
$TGT···bullish· mediumtravis hoium
Target's 3.9% yield with 55% payout ratio offers turnaround upside on digital/fulfillment investments
Target trades at a reasonable 14x P/E with a 3.9% yield and only 55% payout ratio, leaving room for dividend growth. New CEO investing in store infrastructure and digital fulfillm…
$VICI···bullish· mediumtravis hoium
VICI Properties' 6.1% REIT yield backed by Las Vegas Strip real estate and strong casino tenant health
VICI owns critical Las Vegas Strip and regional casino real estate with 6.1% yield and 67% FFO payout ratio. Post-pandemic step-change in Strip revenue ensures tenants (MGM, Caesa…