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@cashflowyield
"4 apartment REITs I am buying next week: $AVB $EQR $MAA $CPT"
X Link @cashflowyield 2025-10-12T01:10Z XXX followers, XXX engagements
"@longoption Do you realize $UNH OptumRx might become obsolete because of that"
X Link @cashflowyield 2025-10-01T23:03Z XXX followers, XXX engagements
"πππNasdaq XXX worst performers YTD: $CPRT $ODFL $ADBE $CHTR $ON $TEAM $TTD $LULU"
X Link @cashflowyield 2025-10-12T00:37Z XXX followers, XXX engagements
"Church & Dwight ( $CHD) shares look fairly valued at $86/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $87/share with a target buy price of $78/share. Here are the key assumptions: β‘ Total diluted shares outstanding: 248M β‘ FCF is projected to grow at X% in the next XX years and X% in perpetuity β‘ X% discount rate (expected rate of return) β‘ XX% margin of safety β
With these assumptions I get an intrinsic value of $87/share and a target buy price of $78/share for Church & Dwight $CHD"
X Link @cashflowyield 2025-09-23T03:30Z XXX followers, XXX engagements
"@Googlezhang_nyc Buffett has a $2B stake in $STZ thats nearly XX% of Constellation Energys market cap. Unless hes aiming for a XX% stake hes probably doing nothing"
X Link @cashflowyield 2025-09-26T07:45Z XXX followers, XXX engagements
"β
Danaher ( $DHR) founders hold a significant stake in the company owning around 80M shares (worth $14.5B) as of the latest proxy statement. Is Danaher Stock ( $DHR) a buy at its current price of $181/share π€ #stocks #investingideas #InsiderOwnership"
X Link @cashflowyield 2025-09-28T11:59Z XXX followers, XXX engagements
"S&P Global ( $SPGI) is down XX% over the last month. Are you buying"
X Link @cashflowyield 2025-10-04T14:05Z XXX followers, XXX engagements
"@MrMikeInvesting Easy call on $UNH Mike"
X Link @cashflowyield 2025-10-13T23:16Z XXX followers, XXX engagements
"πππS&P XXX worst performers YTD: $STZ $ALGN $DOW $MOH $DECK $MRNA $CNC $ENPH $IT $LULU $TTD"
X Link @cashflowyield 2025-09-13T02:56Z XXX followers, XXX engagements
"Sharp rebound (10%) in health insurance stocks over the past month while the S&P XXX remained relatively flat (2%): $UNH $ELV $MOH $CNC $SPY"
X Link @cashflowyield 2025-08-24T20:02Z XXX followers, XXX engagements
"πππNasdaq XXX worst performers YTD: $ODFL $CPRT $ON $MRVL $ADBE $TEAM $LULU $TTD"
X Link @cashflowyield 2025-10-04T13:52Z XXX followers, XXX engagements
"@TheValueTrade $UNH & $ELV under $400- youre set for life"
X Link @cashflowyield 2025-10-09T03:06Z XXX followers, XXX engagements
"Camden Property Trust ( $CPT) Key Metrics (as of Oct 2025): π’ Net Operating Income (NOI): $1B π° Enterprise Value (EV): $15B π Market Cap: $11B π NOI/EV: XXXX% (implied cap rate) π΅ Adjusted FFO (AFFO): $665M AFFO Yield: XXX% π³ Credit Rating: A- π§Ύ Net Debt: $4B Net Debt/NOI: 4.0X β Interest Expense: $140M NOI/Interest: 7.1X (strong coverage) π Debt Maturity Profile: Good (4.1% avg. interest rate) π Occupancy: 95%+ Units: 60000 πΈ Price/Unit: $250K NOI/Unit: $16.6K π Share Dilution: Moderate (9% in last X yrs) π Insider Ownership: 2M shares ($202M) π° Dividend Yield: XXXX% I'm"
X Link @cashflowyield 2025-10-10T15:30Z XXX followers, XXX engagements
"Portfolio Breakdown as of today (October XX 2025): π’ Cash: XXXX% π’ United Healthcare $UNH: XXXX% π’ Elevance Health $ELV: XXXX% π’ US Treasury: XXX% π’ All others: 10.3%"
X Link @cashflowyield 2025-10-11T01:19Z XXX followers, XXX engagements
"β
Old Dominion Freight Line ( $ODFL) founding family holds a significant stake in the company owning around 20M shares (worth $2.8B) as of the latest proxy statement. Is $ODFL a buy at its current price of $140/share π€"
X Link @cashflowyield 2025-09-27T13:04Z XXX followers, XXX engagements
"@The_RockTrading bullish $UNH. Expecting $XXX by earnings"
X Link @cashflowyield 2025-10-13T18:20Z XXX followers, XXX engagements
"@DeepIceValue Almost certainly he increased $UNH position"
X Link @cashflowyield 2025-10-12T18:12Z XXX followers, XXX engagements
"5 Reasons Copart ( $CPRT) Is a Strong Long-Term Investment: β
Strong revenue and FCF growth (15% CAGR in Revenue and XX% CAGR in Free Cash Flow) β
Excellent profit margins: XX% gross margin XX% operating margin and XX% net margin β
Significant stock ownership by the directors and executives (owns 94M shares worth approximately $4.6B) β
Strong Balance Sheet (no debt/lots of cash available) β
Reasonable valuation: XXX% FCF/EV Yield #StockMarket #investing"
X Link @cashflowyield 2025-09-04T00:11Z XXX followers, 2555 engagements
"Francis Chou portfolio end of Q2 2025: $BRKA $SIRI $GOOG"
X Link @cashflowyield 2025-09-01T19:23Z XXX followers, 1515 engagements
"Moody's Corporation ( $MCO) shares look XX% overvalued at $480/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $391/share with a target buy price of $351/share. Here are the key assumptions: β‘ Total diluted shares outstanding: 180M β‘ FCF is projected to grow at X% in the next XX years and X% in perpetuity β‘ X% discount rate (expected rate of return) β‘ XX% margin of safety β
With these assumptions I get an intrinsic value of $391/share and a target buy price of $351/share for Moody's Corporation $MCO"
X Link @cashflowyield 2025-09-21T22:48Z XXX followers, XXX engagements
"β
Church & Dwight ( $CHD ) has grown dividends at a X% CAGR over the last XX years now offering a XXX% yield with a safe XX% payout ratio"
X Link @cashflowyield 2025-09-23T03:15Z XXX followers, XXX engagements
"Essex Property Trust ( $ESS) Key Metrics (as of Oct 2025): π’ Net Operating Income (NOI): $1.3B π° Enterprise Value (EV): $24B π Market Cap: $17B π NOI/EV: XXX% (implied cap rate) π΅ Adjusted FFO (AFFO): $1.1B AFFO Yield: XXX% π³ Credit Rating: BBB+ π§Ύ Net Debt: $7B Net Debt/NOI: 5.4X β Interest Expense: $250M NOI/Interest: 5.2X (ok coverage) π Debt Maturity Profile: ok (3.6% avg. interest rate) π Occupancy: 95%+ Units: 62842 πΈ Price/Unit: $381K NOI/Unit: $20.6K π Share Dilution: None π Insider Ownership: 2.2M shares ($561M) π° Dividend Yield: XXXX% Watching $ESS at $255/share- along"
X Link @cashflowyield 2025-10-11T12:24Z XXX followers, XXX engagements
"πππS&P XXX worst performers YTD: $FI $DOW $FDS $KMX $IT $DECK $LULU $TTD"
X Link @cashflowyield 2025-10-04T12:29Z XXX followers, XXX engagements
"Insider stock holdings of major healthcare CEOs: β
Cigna Healthcare $CI: $325M β
UnitedHealth Group $UNH: $312M β
Elevance Health $ELV: $115M β
Molina Healthcare $MOH: $60M β
Centene Corporation $CNC: $6.3M"
X Link @cashflowyield 2025-08-09T21:59Z XXX followers, 1100 engagements
"Diageo ( $DEO ) Dividend Highlights: βDividend growth: X% CAGR over the last XX years π’ Current yield: XXX% βPayout ratio: XX% (at risk β )"
X Link @cashflowyield 2025-09-18T05:34Z XXX followers, XXX engagements
"@Leo_Traydes $UNH under $XXX. $ELV under $XXX. Both are great"
X Link @cashflowyield 2025-10-08T01:09Z XXX followers, XXX engagements
"5 Key Points to Consider Before Adding Old Dominion Freight Line ( $ODFL ) to Your Portfolio: β
Strong revenue and net income growth (7% CAGR in revenue XX% CAGR in net income) but cyclical β β
Excellent profit margins: XX% gross margin XX% operating margin and XX% net margin β
Significant stock ownership by the founding family (around 20M shares worth $2.8B) β
Strong Balance Sheet β
Reasonable valuation: XXX% FCF/EV Yield"
X Link @cashflowyield 2025-09-27T13:55Z XXX followers, XXX engagements
"Old Dominion Freight Line ( $ODFL) shares look fairly valued at $140/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $143/share with a target buy price of $129/share. Here are the key assumptions: β‘ Total diluted shares outstanding: 212M β‘ FCF is projected to grow at XX% in the next XX years and X% in perpetuity β‘ X% discount rate (expected rate of return) β‘ XX% margin of safety β
With these assumptions I get an intrinsic value of $143/share and a target buy price of $129/share for $ODFL"
X Link @cashflowyield 2025-09-27T12:32Z XXX followers, XXX engagements
"Elevance Health ( $ELV ) Dividend Highlights: π’ Dividend growth: XX% CAGR over the last XX years π’ Current yield: XXX% π’ Payout ratio: XX% (sustainable & safe)"
X Link @cashflowyield 2025-09-14T10:12Z XXX followers, XXX engagements
"Union Pacific Corporation ( $UNP) shares look fairly valued at $220/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $240/share with a target buy price of $216/share. Here are the key assumptions: β‘ Total diluted shares outstanding: 602M β‘ FCF is projected to grow at X% in the next XX years and X% in perpetuity β‘ X% discount rate (expected rate of return) β‘ XX% margin of safety β
With these assumptions I get an intrinsic value of $240/share and a target buy price of $216/share for Union Pacific (fairly valued) $UNP #stocks #StockMarket #ValueInvesting #DCFModel"
X Link @cashflowyield 2025-09-06T23:09Z XXX followers, 1627 engagements
"Trimmed some $UNH to reduce portfolio risk my largest positions remain $UNH and $ELV. Ill publish my updated portfolio allocation Saturday morning"
X Link @cashflowyield 2025-10-10T06:56Z XXX followers, XXX engagements
"$ELV - trading at XX% discount to fair value now"
X Link @cashflowyield 2025-10-11T08:18Z XXX followers, XXX engagements
"β
Roper Tech. ( $ROP) CEO holds a significant stake in the company owning around 500k shares (worth $260M) as of the latest proxy statement. Is Roper Technologies stock ( $ROP) a buy at its current price of $499/share π€ #stocks #investingideas #InsiderOwnership"
X Link @cashflowyield 2025-09-28T01:37Z XXX followers, XXX engagements
"@askjussi Yes. Started nibbling $MAA $CPT $AVB $EQR . Excellent value"
X Link @cashflowyield 2025-10-12T09:25Z XXX followers, XX engagements
"Copart ( $CPRT) is trading at XX forward earnings. Would you buy at $44/share"
X Link @cashflowyield 2025-09-28T18:02Z XXX followers, XXX engagements
"πππS&P XXX worst performers YTD: $FI $CNC $FDS $KMX $DOW $IT $DECK $TTD $LULU"
X Link @cashflowyield 2025-10-11T12:22Z XXX followers, XXX engagements
"πππS&P XXX worst performers YTD: $ALGN $STZ $MRNA $FDS $CNC $KMX $DOW $IT $DECK $LULU $TTD"
X Link @cashflowyield 2025-09-26T12:30Z XXX followers, XXX engagements
"πππNasdaq XXX worst performers YTD: $ODFL $ON $CHTR $REGN $PYPL $CPRT $MRVL $TEAM $LULU $TTD"
X Link @cashflowyield 2025-09-26T13:00Z XXX followers, 1114 engagements
"Alcoholic beverage stocks are down big this year πΊπ: $STZ $DEO $SAM $TAP $BUD $BFB. Bargain or value trap"
X Link @cashflowyield 2025-09-21T19:42Z XXX followers, 1332 engagements
"β
Danaher Corporation ( $DHR ) has grown dividends at a X% CAGR over the last XX years now offering a XXX% yield with a safe XX% payout ratio"
X Link @cashflowyield 2025-09-28T00:32Z XXX followers, 1225 engagements
"Constellation Brands ( $STZ) is now cheaper than what Warren Buffett paid. Great opportunity at $132/share:"
X Link @cashflowyield 2025-09-28T23:06Z XXX followers, XXX engagements
"Mid-America Apartment Communities ( $MAA) Key Metrics (as of Oct 2025): π’ Net Operating Income (NOI): $1.3B π° Enterprise Value (EV): $21.5B π Market Cap: $16B π NOI/EV: XXX% (implied cap rate) π΅ Adjusted FFO (AFFO): $1.05B AFFO Yield: XXX% π³ Credit Rating: A- π§Ύ Net Debt: $5.5B Net Debt/NOI: 4.2X β Interest Expense: $180M NOI/Interest: 7X (strong coverage) π Debt Maturity Profile: Very good (3.8% avg. interest rate) π Occupancy: 95%+ Units: 104347 πΈ Price/Unit: $206K NOI/Unit: $12.5K π Share Dilution: Minimal (2.6% in X yrs) π Insider Ownership: 1.4M shares ($196M) π° Dividend"
X Link @cashflowyield 2025-10-05T19:07Z XXX followers, XXX engagements
"Terry Smith portfolio end of Q2 2025: $META $MSFT $SYK"
X Link @cashflowyield 2025-08-24T19:53Z XXX followers, XXX engagements
"Intuitive Surgical ( $ISRG) is nearing fair value but Im still waiting for a better entry"
X Link @cashflowyield 2025-09-28T22:51Z XXX followers, XXX engagements
"AvalonBay Communities ( $AVB) Key Metrics (as of Oct 2025): π’ Net Operating Income (NOI): $2B π° Enterprise Value (EV): $35B π Market Cap: $27B π NOI/EV: XXX% (implied cap rate) π΅ Adjusted FFO (AFFO): $1.6B AFFO Yield: XXX% π³ Credit Rating: A- π§Ύ Net Debt: $9B Net Debt/NOI: 4.5X β Interest Expense: $250M NOI/Interest: 8X (strong coverage) π Debt Maturity Profile: Excellent (3.6% avg. interest rate) π Occupancy: 95%+ Units: 97200 πΈ Price/Unit: $365K NOI/Unit: $20.5K π Share Dilution: Minimal (2.8% in X yrs) π Insider Ownership: 640K shares ($121M) π° Dividend Yield: XXXX% I'm"
X Link @cashflowyield 2025-10-05T03:26Z XXX followers, XXX engagements
"Reminder: Elevance Health ( $ELV ) remains deeply undervalued"
X Link @cashflowyield 2025-09-23T04:42Z XXX followers, XXX engagements
"Multifamily apartment REITs are struggling in 2025. Here are some excellent opportunities I see in the market: $AVB $EQR $MAA $CPT $ESS"
X Link @cashflowyield 2025-10-05T02:59Z XXX followers, XXX engagements
"π $CPRT Great business trading at a fair value"
X Link @cashflowyield 2025-10-11T14:15Z XXX followers, XXX engagements
"@DeepIceValue Just the start for $UNH"
X Link @cashflowyield 2025-10-14T05:41Z XXX followers, XXX engagements
"β
Union Pacific ( $UNP ) has grown dividends at a XX% CAGR over the last XX years now offering a XXX% yield with a safe XX% payout ratio"
X Link @cashflowyield 2025-09-22T00:25Z XXX followers, XXX engagements
"5 Key Points to consider before adding Union Pacific ( $UNP ) to your portfolio: βRevenue and Free Cash Flow are flat (but stable) π’Excellent profit margins: XX% operating margin and XX% net margin π’Strong insider ownership (CFO holds a stake worth $40M) π’Solid balance sheet (A- credit rating) π’Reasonable valuation: XXX% FCF/EV (not extremely cheap given flat growth)"
X Link @cashflowyield 2025-09-14T02:23Z XXX followers, XXX engagements
"Diageo ( $DEO) shares look fairly valued at $99/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $110/share with a target buy price of $99/share. Here are the key assumptions: β‘ Total diluted (ADR) shares outstanding: 560M β‘ FCF is projected to grow at X% in perpetuity β‘ X% discount rate (expected rate of return) β‘ XX% margin of safety β
With these assumptions I get an intrinsic value of $110/share and a target buy price of $99/share for Diageo (fairly valued) $DEO $DGE"
X Link @cashflowyield 2025-09-18T05:01Z XXX followers, XXX engagements
"Friendly reminder: Elevance Health ( $ELV) still looks undervalued my fair value target remains $472/share"
X Link @cashflowyield 2025-10-04T13:01Z XXX followers, XXX engagements
"Equity Residential ( $EQR) Key Metrics (as of Oct 2025): π’ Net Operating Income (NOI): $2B π° Enterprise Value (EV): $33B π Market Cap: $24B π NOI/EV: XXX% (implied cap rate) π΅ Adjusted FFO (AFFO): $1.5B AFFO Yield: XXXX% π³ Credit Rating: A- π§Ύ Net Debt: $9B Net Debt/NOI: 4.5X β Interest Expense: $290M NOI/Interest: 6.9X (strong coverage) π Debt Maturity Profile: Good (3.9% avg. interest rate) π Occupancy: 95%+ Units: 86400 πΈ Price/Unit: $382K NOI/Unit: $23.1K π Share Dilution: Minimal (2.3% in last X yrs) π Insider Ownership: 2.2M shares ($136M) π° Dividend Yield: XXXX% $EQR looks"
X Link @cashflowyield 2025-10-11T13:50Z XXX followers, XXX engagements
"Danaher Corporation ( $DHR) shares look fairly valued at $181/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $183/share with a target buy price of $164/share. Here are the key assumptions: β‘ Total diluted shares outstanding: 725M β‘ FCF is projected to grow at X% in the next XX years and X% in perpetuity β‘ X% discount rate (expected rate of return) β‘ XX% margin of safety β
With these assumptions I get an intrinsic value of $183/share and a target buy price of $164/share for Danaher $DHR"
X Link @cashflowyield 2025-09-28T00:03Z XXX followers, 1338 engagements
"Ulta Beauty ( $ULTA) shares look fairly valued at $552/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $696/share with a target buy price of $592/share. Here are the key assumptions: β‘ Total diluted shares outstanding: 45M β‘ FCF is projected to grow at X% in the next XX years and X% in perpetuity β‘ X% discount rate (expected rate of return) β‘ XX% margin of safety β
With these assumptions I get an intrinsic value of $696/share and a target buy price of $592/share for Ulta Beauty $ULTA"
X Link @cashflowyield 2025-09-28T12:26Z XXX followers, XXX engagements
"Portfolio Breakdown as of today (October X 2025): π’ United Healthcare $UNH: XXXX% π’ Cash: XXXX% π’ Elevance Health $ELV: XXXX% π’ US Treasury: XXX% π’ All others: 10.7%"
X Link @cashflowyield 2025-10-04T03:38Z XXX followers, XXX engagements
"πππS&P XXX worst performers YTD: $FDS $MOH $STZ $DOW $DECK $ENPH $IT $CNC $LULU $TTD"
X Link @cashflowyield 2025-09-20T13:19Z XXX followers, XXX engagements
"Bill Nygren holdings end of Q2 2025: $FCNCA $LAD $ABNB"
X Link @cashflowyield 2025-08-30T06:54Z XXX followers, XXX engagements
"Elevance Health ( $ELV) may be the best investment opportunity in this overheated market. Shares look XX% undervalued at $312/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $589/share with a target buy price of $472/share. Here are the key assumptions: β‘ Total diluted shares outstanding: 225M β‘ FCF is projected to grow at X% in the next XX years and X% in perpetuity β‘ X% discount rate (expected rate of return) β‘ XX% margin of safety β
With these assumptions I get an intrinsic value of $589/share and a target buy price of $472/share for Elevance $ELV"
X Link @cashflowyield 2025-09-13T14:10Z XXX followers, 4003 engagements
"Roper Technologies ( $ROP) shares look fairly valued at $499/share. My Discounted Cash Flow (DCF) model estimates an intrinsic value of $523/share with a target buy price of $471/share. Here are the key assumptions: β‘ Total diluted shares outstanding: 108M β‘ FCF is projected to grow at X% in the next XX years and X% in perpetuity β‘ X% discount rate (expected rate of return) β‘ XX% margin of safety β
With these assumptions I get an intrinsic value of $523/share and a target buy price of $471/share for Roper Tech. $ROP"
X Link @cashflowyield 2025-09-28T01:27Z XXX followers, XXX engagements