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Dapper Dividends

Dapper Dividends

#303~ 4 Cheap Dividend Stocks Nobody Is Talking About!

May 31, 2026 · 25 min · 12 segments

Most dividend investors stick to the same handful of household names — but some of the best compounding businesses in the market are hiding in plain sight. In this video, I'm using a framework…

Most dividend investors stick to the same handful of household names — but some of the best compounding businesses in the market are hiding in plain sight. In this video, I'm using a framework borrowed from investor Pulak Prasad — author of What I Learned About Investing from Darwin — to identify four under-the-radar dividend growers that have delivered above 20% Return on Capital Employed for a decade straight and are currently trading below their own 10-year median P/E ratio. We'll break down exactly what each company does, why the stock is down, and why patient investors might be getting a rare discount on proven cash machines. The four stocks are Global Industrial (GIC), Chemed Corporation (CHE), Allegion (ALLE), and MarketAxess (MKTX). \⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[Link to YouTube Video⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠] 📊 Track these picks and all Dapper Dividends recommendations in the spreadsheet ⁠⁠⁠⁠Dividend Channel DRIP Returns Calculator⁠⁠⁠⁠ Check out my current portfolio on 📱→Blossom: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://getblossom.onelink.me/SOfu/russ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠(affiliate) Email Russ: 👉 Russ@DapperDividends.com 🔔 Follow along with my dividend journey: → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube Channel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blossom⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Buy ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Buffett & Munger Unscripted⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ "The Dividend Millionaire" book ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠affiliate link⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Check out my portfolios and FREE Weekly Newsletter signup: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dapperdividends.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠](www.dapperdividends.com) [⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FREE eBook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠](tiny.cc/DapperBook) on Life, Love, and Investing. Thanks for stopping by, and remember: a single income stream is risky, and seeking multiple passive income streams would be wise! This video is for entertainment and educational purposes only. I am not a financial advisor. Please do your own research before making any investment decisions.

Most dividend investors stick to the same handful of household names — but some of the best compounding businesses in the market are hiding in plain sight. In this video, I'm using a framework…

Spotify Apple Podcasts YouTube Website

Speakers: RussHost

Top entities: Allegion×19 Guaranteed investment certificate×13 Global Industrial Company×5 Return on capital employed×13 MarketAxess×15

Show signals: SuitabilitySafeBiasNot politicalAudience≈14k followers

Company #1 – Global Industrial Overview1:59 – 3:12

R

RussHost

1:59

And the first company is Global Industrial Company, ticker GIC, and it's not a glamorous business, because they sell the most incredibly boring stuff, industrial equipment and supplies.

R

RussHost

2:11

We're talking things like shelving, workbenches, safety gear, carts, fans, basically everything a factory, a warehouse, or a school needs to keep running day to day.

R

RussHost

2:23

And Global Industrial has been doing it for 75 years.

R

RussHost

2:27

But they also sell their own private label brands, like Global, Nexel, and Paramount, which means they have better margins.

R

RussHost

2:35

And historically, once a business sets GIC up as a vendor, switching can be a pain, so the orders just keep on coming.

R

RussHost

2:43

They have strong free cash flow and a 10-year average ROCE of 31%.

R

RussHost

2:49

And check out their current price-to-earnings ratio, which is around 15.5, but the 10-year median, about 17.5, so that's roughly an 11% discount to its own history.

R

RussHost

3:02

It's not the biggest discount we'll see today, but this is an almost debt-free, cash-generating business, paying you a nearly 3.7% dividend yield while you wait.

AllegionCompanyCompany
99%19 mentions
Guaranteed investment certificateEntity
96%13 mentions
Global Industrial CompanyCompanyCompany
94%5 mentions
Return on capital employedEntity
91%13 mentions
MarketAxessCompanyFinancial corporation
89%15 mentions
NASDAQ:MKTXEntity
87%3 mentions
MedicareEntity
84%7 mentions
PayPalCompanyFinancial technology company
82%8 mentions
Return on capitalEntity
79%4 mentions
Earnings before interest and taxesEntity
77%2 mentions
Roto-Rooter Plumbing & Drain ServiceCompanyPlumbing company
74%4 mentions
Warren BuffettPersonAmerican investor and former CEO of Berkshire Hathaway
72%2 mentions
SpreadsheetEntityFile format genre
70%1 mention
YouTubeWebsiteYouTube channel
67%1 mention
Brian BollingerPersonAmerican former American football player
65%1 mention
YouTubeWebsiteVideo sharing company
62%3 mentions
Earnings before interest, taxes, depreciation and amortizationEntity
60%2 mentions
Discover Financial ServicesCompanyConsumer banking company
57%1 mention
Hilton Hotels & ResortsCompanyHotel company
55%2 mentions
InvestmentEntity
52%1 mention
GumroadCompanyCompany
50%1 mention
Chemed Corp.CompanyHome Health Care Services company
48%11 mentions
United StatesCountryCountry in North America
45%6 mentions
Wall StreetTourist AttractionStreet in New York
43%1 mention
VITAS HealthcareCompanyHealthcare company
40%1 mention
Free cash flowEntity
38%1 mention
SchlageCompanyHardware company
35%2 mentions
Ingersoll RandCompanyCompany
33%2 mentions
FloridaAdministrative AreaUS state
30%2 mentions
Charlie MungerPersonAmerican businessman and investor
28%1 mention
ParisCityCapital of France
26%1 mention
MaldivesCountryCountry in South Asia
23%1 mention
Tory BurchPersonAmerican fashion designer and businesswoman
21%1 mention
Jim CramerPersonAmerican TV personality and author
18%1 mention
Paramount+OrganizationCorporation
16%1 mention
Waldorf Astoria Hotels & ResortsHotelHotel
13%1 mention
New York Stock ExchangeLandmarkStock exchange
11%1 mention
NasdaqEntityStock exchange
9%1 mention
Wi-FiEntity
6%1 mention
Von DuprinCompanyManufacturing company
4%1 mention
Home DepotCompanyHome improvement company
1%1 mention

Investment AnalysisBusiness > Finance
FinanceBusiness
Cash Flow ManagementBusiness > Finance > Dividends
Market TrendsBusiness > Finance
Industry AnalysisBusiness > Finance > Market Competition
Company PerformanceBusiness > Finance > Market Trends > Economic Indicators
Return on CapitalBusiness > Finance > Company Analysis > Financial Metrics
Company AnalysisBusiness > Finance
Market CompetitionBusiness > Finance
Financial MetricsBusiness > Finance > Company Analysis
Corporate PerformanceBusiness > Finance > Investment Analysis
Stock ValuationBusiness > Finance > Investment Analysis > Corporate Performance
Payout RatiosBusiness > Finance > Dividends > Cash Flow Management
Market ShareBusiness > Finance > Market Competition > Industry Analysis
Business
DividendsBusiness > Finance
Economic IndicatorsBusiness > Finance > Market Trends

Company #1 – Global Industrial Overview1:59 – 3:12

R

RussHost

1:59

And the first company is Global Industrial Company, ticker GIC, and it's not a glamorous business, because they sell the most incredibly boring stuff, industrial equipment and supplies.

R

RussHost

2:11

We're talking things like shelving, workbenches, safety gear, carts, fans, basically everything a factory, a warehouse, or a school needs to keep running day to day.

R

RussHost

2:23

And Global Industrial has been doing it for 75 years.

R

RussHost

2:27

But they also sell their own private label brands, like Global, Nexel, and Paramount, which means they have better margins.

R

RussHost

2:35

And historically, once a business sets GIC up as a vendor, switching can be a pain, so the orders just keep on coming.

R

RussHost

2:43

They have strong free cash flow and a 10-year average ROCE of 31%.

R

RussHost

2:49

And check out their current price-to-earnings ratio, which is around 15.5, but the 10-year median, about 17.5, so that's roughly an 11% discount to its own history.

R

RussHost

3:02

It's not the biggest discount we'll see today, but this is an almost debt-free, cash-generating business, paying you a nearly 3.7% dividend yield while you wait.

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