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@fsguns Avatar @fsguns Colleen O'Callaghan

Colleen O'Callaghan posts on X about $mo, over the, investment, fed the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social category influence finance stocks countries cryptocurrencies

Social topic influence $mo #7, over the, investment, fed #873, dividend yield #14, longterm #371, cash flow #241, $ozk #2, has been, rates #1180

Top assets mentioned Altria Group Inc (MO) Bank OZK (OZK) British American Tobacco (BTI) Philip Morris International Inc. (PM) PepsiCo, Inc. (PEP) Goldman Sachs (GS) The Official XX Coin (67)

Top Social Posts #

Top posts by engagements in the last XX hours

"Goldman Sachs analyst Bonnie Herzog views that move as a strategic positive for the company. Since this deal has no risk of cannibalization I'm inclined to agree"
X Link @fsguns 2025-10-13T16:49Z 5077 followers, XXX engagements

"Altria's oral tobacco products segment reported $XXX million in revenue net of excise taxes for the second quarter. That was up X% over the year-ago period"
X Link @fsguns 2025-10-13T16:47Z 5077 followers, XXX engagements

"I'm encouraged by Altria's newly announced partnership with KT&G and improved enforcement activity from state and federal regulators on illicit e-vapor products"
X Link @fsguns 2025-10-13T16:56Z 5079 followers, XXX engagements

"I've always been a fan of the asset manager business it's capital-light with a highly recurring and predictable trajectory for cash flow growth"
X Link @fsguns 2025-10-13T16:37Z 5079 followers, XXX engagements

"The company's healthy leverage ratio is another positive in my book. Altria's attractive dividend is quite viable for the foreseeable future too"
X Link @fsguns 2025-10-13T16:56Z 5076 followers, XXX engagements

"BN also owns American National Group an insurance company whose preferreds I considered alongside BNH for fixed-income exposure to BN"
X Link @fsguns 2025-10-13T16:40Z 5077 followers, XXX engagements

"What elements contributed to these results for the second quarter Altria's smokeable products segment recorded $XXXX billion in revenue in the quarter which was a XXX% year-over-year decline"
X Link @fsguns 2025-10-13T16:46Z 5079 followers, XXX engagements

"Altria's payout ratio is arguably sustainable. Thus the Quant System anticipates XXX% forward annual dividend per share growth"
X Link @fsguns 2025-10-13T16:54Z 5079 followers, XXX engagements

"The bank will report on its quarterly earnings in about XX days and I am looking forward to seeing an update on A) the anticipated loan loss provisions B)"
X Link @fsguns 2025-10-13T16:32Z 5078 followers, XXX engagements

"As I emphasized in June one headwind that continues to play out is the cumulative inflation since January 2020. According to Truflation the cumulative inflation over that time has been just shy of 29%"
X Link @fsguns 2025-10-13T16:55Z 5076 followers, XXX engagements

"Another risk to the company is that while its partnership with KT&G is promising it's too early to tell the extent to which it will succeed. If this approach doesn't yield results within a year or two Altria may have to pivot once again"
X Link @fsguns 2025-10-13T16:55Z 5077 followers, XXX engagements

"The Series A Preferred Shares: An Attractive Risk/Reward Ratio Bank OZK has only one series of preferred shares outstanding and it timed the original issue of these preferred shares quite well"
X Link @fsguns 2025-10-13T16:32Z 5079 followers, XXX engagements

"Critically BNH achieves a core investment objective of my portfolio to build upside exposure from Fed rate cuts while locking in a robust yield that's currently XXX basis points above the U.S. 10-year Treasury yield (US10Y)"
X Link @fsguns 2025-10-13T16:42Z 5076 followers, XXX engagements

"Before I add to my position in Altria I would like to see shares retrace to a forward 12-month P/E ratio of around XX ($60 a share). This is because such a valuation would provide a more tangible path to 10%+ annual total returns"
X Link @fsguns 2025-10-13T16:53Z 5077 followers, XXX engagements

"Looking out over the next few years Altria looks set to continue putting up adjusted diluted EPS growth"
X Link @fsguns 2025-10-13T16:48Z 5077 followers, XXX engagements

"Altria's adjusted diluted EPS surged XXX% higher year-over-year to $XXXX in the second quarter. That surpassed the analyst consensus during the quarter by $0.06"
X Link @fsguns 2025-10-13T16:48Z 5077 followers, XXX engagements

"That garners a C grade from the Quant System for the forward dividend per share growth metric (unchanged from June)"
X Link @fsguns 2025-10-13T16:54Z 5079 followers, XXX engagements

"Last month the company signed a non-binding collaboration deal with the South Korean tobacco and consumer products company KT&G. This collaboration could provide an avenue for Altria to enter new markets including South Korea Russia and Eastern Europe"
X Link @fsguns 2025-10-13T16:49Z 5077 followers, XXX engagements

"Additionally the current interest rate environment figures to be a headwind to Altria's valuation. The current 10-Year U.S. Treasury yield (US10Y) of XXX% is meaningfully above the 10-year average yield of XXX% according to Macrotrends"
X Link @fsguns 2025-10-13T16:52Z 5077 followers, XXX engagements

"The CME FedWatch Tool has the probability of this at 86.3%. There is some upside from further rate cuts if the ongoing government shutdown continues as it essentially amounts to a form of transient fiscal tightening while also raising downside risks to the labor market"
X Link @fsguns 2025-10-13T16:42Z 5077 followers, XXX engagements

"Altria's XXX% forward dividend yield registers about XXX% higher than the XXX% median forward yield of the consumer staples sector. Among major peers like British American Tobacco (BTI) and Philip Morris International (PM) Altria's yield is the highest as well"
X Link @fsguns 2025-10-13T16:53Z 5079 followers, XXX engagements

"Fixed income has sold off in the weeks following the September XX move by the Fed to reduce prime rates by XX basis points the first cut of 2025 opening up an opportunity to buy more income"
X Link @fsguns 2025-10-13T16:37Z 5077 followers, XXX engagements

"Summary Brookfield Corp's baby bonds are paying out a XXX% current yield and are trading at a XX% discount to their liquidation value"
X Link @fsguns 2025-10-13T16:36Z 5077 followers, XXX engagements

"BN was last rated investment-grade at "A-" by Fitch Ratings ramping up the attractiveness of BNH"
X Link @fsguns 2025-10-13T16:39Z 5076 followers, XXX engagements

"When I last covered Altria with a buy rating in June I appreciated its status as a Dividend King. Given its immense distribution reach and touch on the consumer pulse I also thought its plans to launch non-nicotine adjacent market products were reasonable"
X Link @fsguns 2025-10-13T16:45Z 5077 followers, XXX engagements

"Looking at the banks $41.5B balance sheet you see about $5.5B is held in cash and securities available for sale while the total size of the loan book has expanded to $33B"
X Link @fsguns 2025-10-13T16:29Z 5077 followers, XXX engagements

"Better yet the company looks set to continue its dividend growth for the foreseeable future. Altria's adjusted diluted EPS payout ratio is positioned to be in the mid-70% range for 2025"
X Link @fsguns 2025-10-13T16:54Z 5077 followers, XXX engagements

"Modest to moderate upside with no downside for either business. That's a winning proposition. The deal also includes the KT&G subsidiary Korea Ginseng Corp. partnering with an Altria subsidiary to explore opportunities in the U.S"
X Link @fsguns 2025-10-13T16:49Z 5079 followers, XXX engagements

"BN's trailing twelve months cash from operations as of the end of its second quarter was $XXXXX billion around 7.3x larger than CG and with a growth rate of XX% over the last four years versus a negative growth rate of XX% for CG"
X Link @fsguns 2025-10-13T16:42Z 5077 followers, XXX engagements

"The partnership with KT&G could be a winning move. Crackdowns on illicit e-vapor products could also be a boost to Altria. However I believe shares are about fully valued now"
X Link @fsguns 2025-10-13T16:45Z 5077 followers, XXX engagements

"Moreover recent firings amidst the government shutdown could be an indicator of a potential recession. If one comes to fruition I suspect the snack & beverage giant could continue to face downward pressure particularly in their North American segments"
X Link @fsguns 2025-10-14T11:42Z 5076 followers, XXX engagements

"Yet its share of the premium segment increased by XX basis points in that time to XXXX% (per Altria's Q2 2025 Earnings Press Release)"
X Link @fsguns 2025-10-13T16:55Z 5077 followers, XXX engagements

"This suggests that Altria's earnings yield has been priced at a roughly XXX basis point spread to the 10-year Treasury yield. Even with more Federal Reserve rate cuts incoming I think the impact of lowering long-term rates will be relatively subdued"
X Link @fsguns 2025-10-13T16:52Z 5076 followers, XXX engagements

"I own a position in BAM and took a position in BNH as it aligned with my investment strategy of buying highly discounted fixed-income securities offering a robust spread over treasuries"
X Link @fsguns 2025-10-13T16:39Z 5076 followers, XXX engagements

"AT&T generated free cash flow of $XXX billion in Q2 2025. With $XXX billion in dividends paid the dividend payout ratio was just 46%. Translation The dividend is more than safe and dare we say has room to be raised"
X Link @fsguns 2025-10-14T11:20Z 5076 followers, XXX engagements

"This further confirms my thesis from June 2024 when I said the CRE concerns are overblown. The share price has moved up by approximately XX% for a total return of north of 40%"
X Link @fsguns 2025-10-13T16:30Z 5077 followers, XXX engagements

"Trading with (NASDAQ:OZKAP) as its ticker symbol the fixed preferred dividend yield is just XXXXX% based on the $XX principal value of the stock. As you can see below OZKAP is currently trading at just $XXXXX per preferred share"
X Link @fsguns 2025-10-13T16:33Z 5077 followers, XXX engagements

"It stands to reason that a company that can deliver dividend growth to shareholders through its trials and tribulations is a qualitative one. That's because this requires a viable payout ratio a financially stable balance sheet and confidence in its long-term plan"
X Link @fsguns 2025-10-13T16:44Z 5079 followers, XXX engagements

"Altria Group's debt-to-EBITDA ratio remains at its target of 2x. Shares look to be priced around fair value. Altria Group is arguably poised to generate a X% annual total return through 2030"
X Link @fsguns 2025-10-13T16:44Z 5076 followers, XXX engagements

"That brings me to today's focus which is Altria Group (NYSE:MO). In August the tobacco legend raised its quarterly dividend per share by XXX% to $XXXX. That marked its 56th consecutive year of dividend growth"
X Link @fsguns 2025-10-13T16:45Z 5078 followers, XXX engagements

"Risks To Consider Altria looks to have more mid-single-digit annual adjusted diluted EPS growth on the horizon. However the company faces risks that could set back its investment thesis"
X Link @fsguns 2025-10-13T16:54Z 5079 followers, XXX engagements

"Finally Altria's debt is well under control. The company's debt-to-EBITDA ratio as of June 30th 2025 was 2x. That matches its targeted debt-to-EBITDA ratio"
X Link @fsguns 2025-10-13T16:50Z 5078 followers, XXX engagements

"A sub-50% dividend payout ratio big capital investment and huge repurchases are where cash flow is going. This seasonally weak period for stocks has been resilient though T shares have quietly been selling off"
X Link @fsguns 2025-10-14T11:13Z 5076 followers, XXX engagements

"Altria's BBB+ S&P credit rating was a plus as well. Finally shares were trading moderately below my fair value estimate"
X Link @fsguns 2025-10-13T16:45Z 5077 followers, XXX engagements

"BN's XX% ownership of Brookfield Asset Management provides exposure to a $X trillion asset manager generating highly recurring and predictable earnings"
X Link @fsguns 2025-10-13T16:36Z 5079 followers, XXX engagements

"During the Q2 2025 Earnings Call CEO Billy Gifford indicated that there was a higher percentage of rejections of properly declared e-vapor shipments from China than ever before"
X Link @fsguns 2025-10-13T16:49Z 5077 followers, XXX engagements

"This stands firmly above the sector median dividend growth streak of X years. That easily earns Altria an A+ grade for overall dividend consistency from the Quant System (unchanged from June)"
X Link @fsguns 2025-10-13T16:53Z 5077 followers, XXX engagements

"The bank currently has a dividend yield of approximately XXX% as well which isnt the highest on the street but the retained earnings allow Bank OZK to further pursue its desired growth profile (and it helps explain why the TBVPS increased by XX% in the past three years)"
X Link @fsguns 2025-10-13T16:34Z 5079 followers, XXX engagements

"Introduction As some of my previous articles likely already indicated I am still adding fixed income to my stock portfolio ahead of further decreases in the benchmark interest rate which should hopefully result in lower yields on the financial markets as well"
X Link @fsguns 2025-10-13T16:26Z 5077 followers, XXX engagements

"Unsurprisingly Seeking Alpha's Quant System awards respective A+ and A grades for forward dividend yield and overall dividend yield (the latter is down from an A+ grade in June)"
X Link @fsguns 2025-10-13T16:53Z 5079 followers, XXX engagements

"Toronto-based BN's primary asset is its XX% ownership of Brookfield Asset Management (BAM) a $XX billion asset manager. BAM had over $X trillion in assets under management ("AUM") as of the end of its fiscal 2025 second quarter and is up substantially over the last year"
X Link @fsguns 2025-10-13T16:37Z 5077 followers, XXX engagements

"Altria's considerable starting income isn't the only thing it has going for it. As I noted at the outset the company has upped its payout to shareholders for XX years"
X Link @fsguns 2025-10-13T16:53Z 5077 followers, XXX engagements

"The income statement also shows higher operating costs and thats why the pre-tax and pre-provision income came in slightly lower compared to Q2 last year"
X Link @fsguns 2025-10-13T16:27Z 5077 followers, XXX engagements

"In my view there are a couple of factors that I think will pressure Altria's fair value"
X Link @fsguns 2025-10-13T16:51Z 5078 followers, XXX engagements

"The Carlyle Group (CG) is a much smaller $XX billion asset manager that had to launch a turnaround plan in the summer but is also rated investment-grade at "A-" by Fitch Ratings"
X Link @fsguns 2025-10-13T16:41Z 5077 followers, XXX engagements

"PepsiCo's recent earnings beat estimates yet declining gross and operating profits signal ongoing challenges in its turnaround strategy. Strategic moveslike acquiring Walmart's CFO increasing its Celsius stake and cost-saving initiativesposition PepsiCo for future growth"
X Link @fsguns 2025-10-14T11:34Z 5076 followers, XXX engagements

"If Altria returns to fair value and meets growth expectations it could have an X% upside by the end of September 2026. Through 2030 the annual total return potential would be around 9%"
X Link @fsguns 2025-10-13T16:52Z 5077 followers, XXX engagements

"The regulatory environment also seems to be gradually improving for Altria. Recent crackdowns by Customs and Border Protection are a step in the right direction"
X Link @fsguns 2025-10-13T16:49Z 5078 followers, XXX engagements

"Summary PepsiCo remains a long-term favorite but current headwinds and macro uncertainty justify maintaining a Hold rating for now"
X Link @fsguns 2025-10-14T11:33Z 5076 followers, XXX engagements

"Almost four months later I'm downgrading shares to a hold rating. To be clear this downgrade is separate from Altria's fundamentals"
X Link @fsguns 2025-10-13T16:45Z 5079 followers, XXX engagements

"Operating efficiency gains helped Altria's nonGAAP net profit margin expand by XXX basis points to XX% for the quarter. Combined with a X% reduction in the diluted share count this enabled adjusted diluted EPS growth to outpace revenue net of excise taxes growth in the quarter"
X Link @fsguns 2025-10-13T16:48Z 5077 followers, XXX engagements

"If consumers remain cost-conscious that trend could continue. In a worst-case scenario that could accelerate Altria's volume declines before other growth avenues can offset those declines"
X Link @fsguns 2025-10-13T16:55Z 5077 followers, XXX engagements

"Summary Altria Group's latest payout raise met my expectations extending its dividend growth streak to XX straight years. The tobacco giant's deal with KT&G is a low-risk way to cash in on growth in international markets"
X Link @fsguns 2025-10-13T16:44Z 5077 followers, XXX engagements

"Looking at the breakdown of the loan book (shown below) the bank is still very much focused on commercial real estate which makes up in excess of half of the entire loan book while residential real estate makes up just under XX% of the entire loan book"
X Link @fsguns 2025-10-13T16:29Z 5077 followers, XXX engagements

"Think about what Altria has faced over the years and the decades. A diminishing core cigarette business. Master Settlement Agreement obligations"
X Link @fsguns 2025-10-13T16:45Z 5077 followers, XXX engagements