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@jewelsmariex Jonathan Pierce

Jonathan Pierce posts on X about dividend yield, longterm, rates, reit the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

X Year XXXXX +2,380%

Mentions: XX #

Followers: XXXXX #

X Year XXXXX -XXXX%

CreatorRank: XXXXXXXXX #

Social Influence #

Social category influence finance stocks countries currencies exchanges fashion brands technology brands

Social topic influence dividend yield #89, longterm #1064, rates #1674, reit, debt #1930, discount #1990, stocks, acquisition #1792, balance sheet #1782, $6753t

Top assets mentioned Corteva Inc (CTVA) Array Technologies, Inc. Common Stock (ARRY) Main Street Capital Corporation (MAIN) Camden Property Trust (CPT) T-Mobile (TMUS) American Tower Corp (AMT) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA)

Top Social Posts #

Top posts by engagements in the last XX hours

"Source: Corteva: press release. The part staying as Corteva will have XX% of the estimated sales of the existing company with the spin-off getting 56%. According to this article the pro-forma statements wont be released until 2026"
X Link @jewelsmariex 2025-10-14T12:29Z 6913 followers, XX engagements

"It doesnt make much sense to have a look at a REIT by discussing the income statement as the EPRA earnings (comparable to the FFO) provide a much better metric to compare real estate companies"
X Link @jewelsmariex 2025-10-11T19:02Z 6914 followers, XX engagements

"Plus USACs shared services platform with Energy Transfer enhances cost efficiency and the distribution is well-covered with a healthy DCF ratio"
X Link @jewelsmariex 2025-10-14T12:23Z 6913 followers, XX engagements

"I don't think that the UK is a risky geography now and I don't mind a strong allocation here but I'm more uncertain about Japan which is currently navigating a slow-growth high-inflation environment"
X Link @jewelsmariex 2025-10-13T13:30Z 6913 followers, XX engagements

"That being said BXSL still earns a place as one of the highest-quality externally managed BDCs due to its low fees very strong underwriting track record"
X Link @jewelsmariex 2025-10-13T13:59Z 6913 followers, XX engagements

"With a historical ROE of around XXXX% and an expected ROE of around XXXX% at the current discount CGBD offers an attractive opportunity for investors looking for a higher yield compared to bonds in the sector. However the main risk remains credit risk"
X Link @jewelsmariex 2025-10-15T09:08Z 6913 followers, XX engagements

"Conclusion The Fidelity International High Dividend ETF is a good fund to invest in global markets and I don't think that its long-term investors are sad with their investment in the fund"
X Link @jewelsmariex 2025-10-13T13:33Z 6913 followers, XX engagements

"XIORF reported strong EPRA earnings is on track to exceed full-year guidance and offers a X% dividend yield with an XX% payout ratio"
X Link @jewelsmariex 2025-10-11T18:57Z 6914 followers, XX engagements

"Introduction I really dislike investing in uncertainty and with Corteva Inc. (CTVA) announcing they are dividing into two companies that definitely qualifies. Back in early 2021 I wrote about how Corteva was cutting benefits a trend they have continued (article link)"
X Link @jewelsmariex 2025-10-14T12:25Z 6913 followers, XX engagements

"I contacted the company and was told the preferred stocks will be the responsibility of the new Corteva company not the spinoff part. That also aligns with the fact that the old DuPont company was the original issuer of both preferred stocks"
X Link @jewelsmariex 2025-10-14T12:29Z 6913 followers, XX engagements

"and defensively positioned portfolioall of which have combined to produce base dividend growth and NAV per share growth over time"
X Link @jewelsmariex 2025-10-13T13:59Z 6913 followers, XX engagements

"Historical performance: The 5-year total return on NAV is XXXXX% and the 3-year total return is 9.37%:"
X Link @jewelsmariex 2025-10-15T09:02Z 6913 followers, XX engagements

"And as the income statement below shows Xior also incurred approximately 4M EUR in technical costs resulting in a pretty high margin"
X Link @jewelsmariex 2025-10-11T19:02Z 6913 followers, XX engagements

"About XX% of its assets (measured by fair value) are located in The Netherlands followed by Belgium (17%) and Spain (11%) which all adds to the diversification"
X Link @jewelsmariex 2025-10-11T18:59Z 6914 followers, XX engagements

"At the current valuation share buybacks would result in a material XX% earnings yield. These factors combined with a historically high dividend yield could drive total returns well into the double digits"
X Link @jewelsmariex 2025-10-13T13:44Z 6913 followers, XX engagements

"As a result the market is increasingly pricing in the risk of base dividend cuts and net asset value ("NAV") per share declines for BDCs particularly since many of them were previously trading at premiums to NAVa sharp correction was needed"
X Link @jewelsmariex 2025-10-15T09:10Z 6913 followers, XX engagements

"publicly traded companies one comprising its current Crop Protection business (New Corteva) and the other comprising its current Seed business (SpinCo)"
X Link @jewelsmariex 2025-10-14T12:28Z 6913 followers, XX engagements

"Suffice to say that the past XX months havent been kind to AMCR with the stock price sliding by XX% over this time frame. At the current price of $XXXX AMCR sits at a 52-week low. It has a low forward PE of just XXX and a XXX% dividend yield"
X Link @jewelsmariex 2025-10-13T13:38Z 6913 followers, XX engagements

"Corteva Inc. $XXXX Series Cumulative Preferred Stock Corteva Inc. $XXXX Series Cumulative Preferred Stock"
X Link @jewelsmariex 2025-10-14T12:25Z 6913 followers, XX engagements

"The preferred stocks and will remain with the new Corteva entity which retains XX% of current sales and global diversification"
X Link @jewelsmariex 2025-10-14T12:24Z 6913 followers, XX engagements

"A Tale of Two Strategies: Portfolio Deep Dive FIDI is tracking the Fidelity Canada International High Dividend Index aimed at large- and mid-cap companies (80/20 split) in developed markets paying high dividends and expected to continue to pay and grow them"
X Link @jewelsmariex 2025-10-13T13:17Z 6913 followers, XX engagements

"Today I will look at one of these ETFs the Fidelity International High Dividend ETF (NYSEARCA:FIDI) aimed at high-dividend global equities"
X Link @jewelsmariex 2025-10-13T13:15Z 6913 followers, XX engagements

"Right now we estimate that it trades at a XX% discount to its net asset value. Repricing at NAV would result in XX% upside. While you wait you earn a X% dividend yield that's set for rapid growth"
X Link @jewelsmariex 2025-10-14T12:42Z 6913 followers, XX engagements

"Organic sales growth is a nonGAAP measure. Except for Fungicides the other product lines had growth rates that provided little over U.S. inflation rates. While the new Corteva will be more focused they compete against some very large firms such as BASF Bayer FMC and Syngenta"
X Link @jewelsmariex 2025-10-14T12:30Z 6913 followers, XX engagements

"As I had been warning about for quite some time business development companies ("BDCs")(BIZD) have sold off quite hard recently due to growing fears of an economic downturn"
X Link @jewelsmariex 2025-10-15T09:09Z 6913 followers, XX engagements

"Indianapolis Ind. October X Global agriculture technology leader Corteva (NYSE: CTVA) announced today that its Board of Directors has unanimously approved a plan to separate the company into two independent"
X Link @jewelsmariex 2025-10-14T12:28Z 6913 followers, XX engagements

"New Corteva to be a market leader differentiated by its innovative solutions including biologicals and focus on operational excellence"
X Link @jewelsmariex 2025-10-14T12:28Z 6913 followers, XX engagements

"Xior has its main listing in Belgium where it's trading on Euronext Brussels with XIOR as its ticker symbol"
X Link @jewelsmariex 2025-10-11T19:00Z 6914 followers, XX engagements

"Due to concerns that the parts staying with the new Corteva are the slower growing businesses Moodys downgraded the debt from A3 to Baa1"
X Link @jewelsmariex 2025-10-14T12:29Z 6913 followers, XX engagements

"At the same time however BXSLs greater exposure to first-lien senior secured debt and stronger underwriting track record mean that I have more confidence in its ability to sustain its NAV in a troubled economic environment"
X Link @jewelsmariex 2025-10-13T14:00Z 6913 followers, XX engagements

"While its current dividend payout ratio is around XXX% its non-accruals are among the lowest in the sector at just XXX% on a fair value basis and XXX% on an amortized cost basis"
X Link @jewelsmariex 2025-10-13T13:57Z 6913 followers, XX engagements

"This correction has been especially pronounced recently in names that were overvalued relative to NAV such as Main Street Capital (MAIN) Ares Capital Corporation (ARCC) and Blackstone Secured Lending (BXSL)"
X Link @jewelsmariex 2025-10-15T09:10Z 6913 followers, XX engagements

"Like OCSL it is managed by a reputable external managerBlackstone (BX) the worlds largest alternative asset managerwhich gives it significant deal flow access a large and experienced underwriting and workout team that BXSL benefits from"
X Link @jewelsmariex 2025-10-13T13:56Z 6913 followers, XX engagements

"where progress is being made. Non-accruals improved from XXX% on a fair value basis and XXX% on a cost basis at the end of Q2 2025 to XXX% on a fair value basis and XXX% on a cost basis in the most recent quarter"
X Link @jewelsmariex 2025-10-13T13:55Z 6914 followers, XX engagements

"I will rate FIDI a hold as I find this ETF to be less competitive than LVHI in terms of costs while providing investors with higher risks despite no apparent outperformance. The risk/reward balance of FIDI is inferior"
X Link @jewelsmariex 2025-10-13T13:16Z 6913 followers, XX engagements

"Camden Property Trust (CPT) Camden Property Trust is one of the biggest apartment REITs focusing on the Sunbelt markets"
X Link @jewelsmariex 2025-10-14T12:39Z 6913 followers, XX engagements

"Looking for a portfolio of ideas like this one Members of iREIT+HOYA Capital get exclusive access to our subscriber-only portfolios. Learn More"
X Link @jewelsmariex 2025-10-14T12:15Z 6913 followers, XX engagements

"Notably USAC is also leveraging the recently launched shared services model with Energy Transfer (ET) which is USACs largest shareholder and general partner"
X Link @jewelsmariex 2025-10-14T12:19Z 6913 followers, XX engagements

"The company's bonds yield about XXX% but CGBD common stock offers higher returns for those willing to accept greater credit risk"
X Link @jewelsmariex 2025-10-15T09:01Z 6913 followers, XX engagements

"Fidelity International High Dividend ETF is rated a Hold due to higher risk lower yield and higher costs than competitors like LVHI"
X Link @jewelsmariex 2025-10-13T13:14Z 6913 followers, XX engagements

"Management expects for leverage to trend down to XXX to 3.2x by the end of this fiscal year (June XX 2026). After that the management expects to continue to deleverage the balance sheet to reach a target leverage ratio range of XXX to 3.0x"
X Link @jewelsmariex 2025-10-13T13:43Z 6913 followers, XX engagements

"It then has additional notes maturing in September 2026 totaling $XXX million at a XXXX% fixed interest rate followed by $XXX million maturing in both 2027 and 2028 at fixed rates of XXXXX% and XXXX% respectively"
X Link @jewelsmariex 2025-10-13T13:58Z 6914 followers, XX engagements

"OCSL has fallen on hard times recently due to a spike in non-accruals that led to a sharp decline in net asset value ("NAV") per share and ultimately a steep dividend cut"
X Link @jewelsmariex 2025-10-13T13:52Z 6913 followers, XX engagements

"The thing that I find to be surprising is that the selection process of FIDI appears simpler than the one of LVHI and its portfolio turnover is lower so less transaction costs: the expense ratio should be smaller. You will see in the next section that it is not the case"
X Link @jewelsmariex 2025-10-13T13:23Z 6913 followers, XX engagements

"This means OCSL will need to continue to leverage up materially to offset headwinds from Federal Reserve interest rate cuts and close the gap between NII and its base dividend to sustain the payout"
X Link @jewelsmariex 2025-10-13T13:54Z 6913 followers, XX engagements

"To evaluate this fund I will compare it to the Franklin International Low Volatility High Dividend Index ETF (LVHI) which I rated here with a strong buy rating"
X Link @jewelsmariex 2025-10-13T13:16Z 6913 followers, XX engagements

"The uncertainty of what the new balance sheet will look like needs to be taken into consideration in any due diligence about holding the Corteva preferred stocks"
X Link @jewelsmariex 2025-10-14T12:33Z 6913 followers, XX engagements

"The company has regularly earned in line with or above its base dividend and has demonstrated exceptional underwriting performance"
X Link @jewelsmariex 2025-10-13T13:56Z 6913 followers, XX engagements

"Given that the global ETF ex U.S. in your portfolio is supposed to be your diversification away from the U.S. I actually find this argument to be surprising. As a reference LVHI has an expense ratio of XXXX% which is also on the lower end of ETF fees but remains acceptable"
X Link @jewelsmariex 2025-10-13T13:24Z 6913 followers, XX engagements

"Seeking Alpha describes this current company as (edited): Corteva Inc. operates in the agriculture business. It operates through two segments Seed and Crop Protection. The Seed segment develops and supplies advanced germplasm and traits that produce optimum yield for farms"
X Link @jewelsmariex 2025-10-14T12:26Z 6913 followers, XX engagements

"Summary Corteva Inc. is splitting into two companies creating uncertainty but maintaining strong equity coverage for its preferred stocks"
X Link @jewelsmariex 2025-10-14T12:24Z 6913 followers, XX engagements

"supply-demand balance for lenders resulting from the massive influx of capital into the space from investors increasingly negative economic indicators and long-term interest rates remaining higher for longer"
X Link @jewelsmariex 2025-10-13T13:50Z 6913 followers, XX engagements

"However adjusted net investment income ("NII") per share of $XXXX still remains below its base quarterly dividend per share of $0.40"
X Link @jewelsmariex 2025-10-13T13:54Z 6913 followers, XX engagements

"AMCR carries a sound balance sheet with a BBB credit rating from S&P. Its net debt-to-EBITDA ratio is slightly elevated at 3.5x due to effects from the Berry acquisition"
X Link @jewelsmariex 2025-10-13T13:43Z 6913 followers, XX engagements

"Despite unknown pro-forma numbers the preferreds are rated Strong Buy due to solid coverage fixed rates and minimal default risk post-breakup"
X Link @jewelsmariex 2025-10-14T12:24Z 6913 followers, XX engagements

"The main argument of the fund is its high dividend yield. Here again it is not going to be a good comparison point for FIDI. The fund's dividend yield is XXXX% lower than LVHI's 4.97%"
X Link @jewelsmariex 2025-10-13T13:26Z 6914 followers, XX engagements

"When you factor in the already higher expense ratio it represents a significant difference against LVHI and its daily trading volume of $XXXX Mn (0.46% of the fund) that ensures a median bid/ask spread of 0.03%: a lot more comfortable"
X Link @jewelsmariex 2025-10-13T13:26Z 6913 followers, XX engagements

"The company operates in the United States Canada Latin America the Asia Pacific Europe the Middle East and Africa. Corteva Inc. was incorporated in 2018 and is headquartered in Indianapolis Indiana"
X Link @jewelsmariex 2025-10-14T12:26Z 6913 followers, XX engagements

"I rate AMCR as a 'Strong Buy' for long-term value and income investors seeking double-digit total return potential in an expensive market"
X Link @jewelsmariex 2025-10-13T13:37Z 6913 followers, XX engagements

"Notably AMCR recently closed on its landmark Berry Global acquisition. This transformative acquisition greatly enhances AMCRs scale and value creation potential with early benefits already realized (more on that later)"
X Link @jewelsmariex 2025-10-13T13:39Z 6913 followers, XX engagements

"In January 2026 it already has $XXX million worth of notes maturing that currently carry a XXXXX% interest rate which will likely have to be refinanced at a several-hundred-basis-point premium to current levels"
X Link @jewelsmariex 2025-10-13T13:58Z 6914 followers, XX engagements

"which will likely need to be refinanced at materially higher interest ratesposing an additional headwind to its net investment income ("NII") per share and further weighing on its ability to cover its dividend payout"
X Link @jewelsmariex 2025-10-15T09:13Z 6913 followers, X engagements

"These BDCs now trade at steep discounts to net asset value and offer dividend yields of over XX% when simply looking at their base dividend payouts. In this article I will compare them side by side and share which BDC is a better pick for which kind of investor"
X Link @jewelsmariex 2025-10-13T13:52Z 6913 followers, XX engagements

"As you can see from the above FIDI's quest for dividends results in a large allocation to financials (as with many dividend ETFs) and this is currently a good thing as the industry is showing both high dividends and high capital gains"
X Link @jewelsmariex 2025-10-13T13:20Z 6913 followers, XX engagements

"Despite a lower turnover rate FIDI's expense ratio (0.57%) and poor liquidity make it less attractive than LVHI which offers better risk management"
X Link @jewelsmariex 2025-10-13T13:15Z 6914 followers, XX engagements

"As long as you can tolerate a potential reduction in the base dividendwhich I expect to be modest barring a major deterioration in fundamentalsBXSL still presents an attractive total return setup"
X Link @jewelsmariex 2025-10-13T14:02Z 6913 followers, XX engagements

"This represents a dividend yield of approximately X% (the dividend is of course subject to the standard XX% dividend withholding tax in Belgium). While thats an attractive yield (especially given the XX% payout ratio) it also makes sense to have a look at the balance sheet"
X Link @jewelsmariex 2025-10-11T19:04Z 6914 followers, XX engagements

"I think that the upside could be especially substantial as the REIT is today at a historically low valuation due to temporary factors. First its growth suffered in recent years because T-Mobile's (TMUS) acquisition of Sprint led to some lease cancellations"
X Link @jewelsmariex 2025-10-14T12:36Z 6913 followers, XX engagements

"Here is an overview of the parts staying with the new Corteva. I counted that they sell these products and services in over XX countries on six continents. Of course that might drop after the spinoff"
X Link @jewelsmariex 2025-10-14T12:29Z 6913 followers, XX engagements

"AMCR offers an attractive entry point for long-term income and value investors with it trading near a 52-week low with a forward PE of XXX and a XXX% dividend yield"
X Link @jewelsmariex 2025-10-13T13:46Z 6913 followers, XX engagements

"FIDI has an expense ratio of XXXX% which is really high for an ETF and too high to be considered a core holding. The fund's management acknowledges it and markets FIDI as "an efficient complement to a well-diversified portfolio""
X Link @jewelsmariex 2025-10-13T13:23Z 6914 followers, XX engagements

"OCSL is the better buy as you get a large discount on the portfolio and a very attractive dividend yield that has a viable path to being sustainedassuming management can execute effectively in addressing non-accruals and deploying additional capital as it increases leverage"
X Link @jewelsmariex 2025-10-13T14:01Z 6913 followers, XX engagements

"BXSL itself has had a strong track record of generating both net asset value and dividend growth increasing its base dividend from $XXXX per share in Q2 2022 to $XXXX per share since Q3 2023"
X Link @jewelsmariex 2025-10-13T13:56Z 6913 followers, XX engagements

"The partnership's shared services with Energy Transfer enhance cost efficiency while the distribution is well-covered by a healthy DCF ratio"
X Link @jewelsmariex 2025-10-14T12:14Z 6913 followers, XX engagements

"From a valuation standpoint BXSL currently trades at about an XXX% discount to NAV and offers a XXXX% dividend yield whereas OCSL trades at a near XX% discount to NAV with a XXXX% dividend yield. Ultimately which one you buy depends on what type of investor you are"
X Link @jewelsmariex 2025-10-13T14:00Z 6913 followers, XX engagements

"Summary Amcor is a global packaging leader trading near a 52-week low offering a XXX% dividend yield and a forward PE of 9.8"
X Link @jewelsmariex 2025-10-13T13:36Z 6914 followers, XX engagements

"SBA Communications (SBAC) SBA Communications is the least known of the three cell tower REITs which also include American Tower (AMT) and Crown Castle (CCI)"
X Link @jewelsmariex 2025-10-14T12:35Z 6913 followers, XX engagements

"Unless new entity drastically changes the capitalization the coverage ratio equates to no default risk"
X Link @jewelsmariex 2025-10-14T12:32Z 6913 followers, XX engagements

"Thats because hidden gems can come with a compelling valuation and high dividend yield which can result in strong compounded total returns"
X Link @jewelsmariex 2025-10-13T13:38Z 6913 followers, XX engagements

"Corteva reviewed"
X Link @jewelsmariex 2025-10-14T12:26Z 6913 followers, XX engagements