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@crowns_ark Thomas Reed
Thomas Reed posts on X about cash flow, investment, dividend yield, debt the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX +471%
- X Months XXXXX +168%
- X Year XXXXXX +137%
Mentions: XXX #
Followers: XXXXX #
- X Months XXXXX -XXXX%
- X Year XXXXX -XXXX%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXXXX% countries XXXX% technology brands XXXX%
Social topic influence cash flow #230, investment 10.83%, dividend yield #51, debt #1765, over the 7.64%, mplx #24, rates #808, longterm #1000, has been 5.73%, stocks XXXX%
Top accounts mentioned or mentioned by @afvzhrjvwk49003 @drunkdividends @grok @osbornecan75785
Top assets mentioned MPLX LP (MPLX) Petroleo Brasileiro S.A.-Petrobras (PBR.A) Welltower Inc (WELL) Digital Realty Trust Inc (DLR) Marathon Petroleum Corp (MPC) Apple, Inc. (AAPL) BlackRock Inc (BLK) Xcel Energy Inc (XEL) PETROLEO BRASILEIRO S.A.-PETROBRAS ADS (PBR) Public Storage (PSA)
Top Social Posts #
Top posts by engagements in the last XX hours
"For now we continue our neutral rating. By popular demand in this column we will address AT&T's upcoming big day of earnings. These earnings are expected on October 22nd when AT&T gives its Q3 earnings report"
X Link @crowns_ark 2025-10-14T10:27Z 3174 followers, XX engagements
"With a dividend yield near XXX% strong cash reserves and a newly disciplined approach to capital allocation the companys fundamentals appear solid"
X Link @crowns_ark 2025-10-15T14:05Z 3174 followers, XX engagements
"However this cheapness is not accidental. The shipping industry is among the most volatile sectors in global markets. Freight rates rise and fall with trade flows fuel costs and macroeconomic conditions"
X Link @crowns_ark 2025-10-15T14:05Z 3174 followers, XX engagements
"XELLL pays XXXX% annual interest in $XXXXXX quarterly distributions. Interest on the junior subordinated notes accrues from October X 2025 starting distributions on January XX 2026"
X Link @crowns_ark 2025-10-14T10:41Z 3173 followers, XX engagements
"Its investment objective is focused on achieving total return including income and capital appreciation from closed end investment companies"
X Link @crowns_ark 2025-10-13T16:09Z 3173 followers, XX engagements
"While the stock will likely remain volatile since shipping rates are higher than they were for substantially all of 2011-2019 its balance sheet strength contractual coverage and valuation far below book value appear to provide a significant margin of safety"
X Link @crowns_ark 2025-10-15T14:06Z 3174 followers, XX engagements
"Petrobras' management looks at different oil price scenarios before approving new projects and only approves them if these projects beat their internal rate of return hurdles/targets under bearish assumptions"
X Link @crowns_ark 2025-10-13T15:57Z 3173 followers, XX engagements
"Petrobras: High-Quality Assets At The Valuation Of A Low-Quality Company"
X Link @crowns_ark 2025-10-13T15:55Z 3173 followers, XX engagements
"Petrobras does not make dividend payments in a manner that is comparable to US-based companies as it makes several dividend payments per year that are all different in size. The following table shows what Petrobras paid out over the last year:"
X Link @crowns_ark 2025-10-13T16:01Z 3173 followers, XX engagements
"MPLXs cash flows are largely fee-based from well-run operators thereby giving it cash flow stability across commodity price cycles"
X Link @crowns_ark 2025-10-06T18:07Z 3173 followers, XX engagements
"With a sub XX% payout ratio this quarter very likely and a comfortable payout ratio for the year the AT&T Inc. dividend is secure. The payout has been held firm but there is room for expansion should the company choose to"
X Link @crowns_ark 2025-10-14T10:33Z 3173 followers, XX engagements
"The New Issue The prospectus contains all relevant information about the newly listed baby bond XELLL. Here we will highlight only the most important metrics for the analysis that follows"
X Link @crowns_ark 2025-10-14T10:41Z 3173 followers, XX engagements
"MSCI offers robust dividend growth with a low payout ratio making it attractive for long-term patient investors seeking future income"
X Link @crowns_ark 2025-10-14T10:09Z 3174 followers, XX engagements
"It is a relatively new fund launched in February 2022. Its top XX holdings include all the best of breed REITs such as Welltower American Tower Corporation Digital Realty Trust Crown Castle Invitation Homes Prologis and Extra Space Storage"
X Link @crowns_ark 2025-10-13T16:12Z 3173 followers, XX engagements
"Petrobras' "green" ventures are less attractive but still are profitable on average and they make up a relatively small portion of the portfolio anyways"
X Link @crowns_ark 2025-10-13T15:58Z 3173 followers, XX engagements
"Capital Structure Below is Xcel Energy's capital structure as of the Second Quarter Filing of 2025. The capital structure for the previous four quarters is also presented for comparison in the short term"
X Link @crowns_ark 2025-10-14T10:46Z 3176 followers, XX engagements
"The current share price is at the higher end of the channel so I wouldn't call it a table pounding buy from a technical perspective but there aren't too many concerns about the chart either as it remains in an uptrend and just dipped significantly"
X Link @crowns_ark 2025-10-15T14:13Z 3174 followers, XX engagements
"Many energy analysts believe that Petrobras has some of the best energy assets in the world and I think the same: Its offshore assets in the Brazil pre-salt layer have very high returns and low break-even costs which makes Brazil quite resilient versus times of low oil prices"
X Link @crowns_ark 2025-10-13T15:56Z 3173 followers, XX engagements
"Xcel provides its services to residential commercial and industrial customers located in Colorado Michigan Minnesota New Mexico North Dakota South Dakota Texas and Wisconsin:"
X Link @crowns_ark 2025-10-14T10:43Z 3175 followers, XX engagements
"Using the same internal rate of return method the Yield to Call is calculated to be 6.48%. This is what the stock's YTC curve looks like right now:"
X Link @crowns_ark 2025-10-14T10:43Z 3175 followers, XX engagements
"The strength of this business relies on two primary elements:"
X Link @crowns_ark 2025-10-14T10:11Z 3173 followers, XX engagements
"As the oldest fund (31 years) of the closed-end group it is comprised of XX% common equities (REITs) and XX% preferred and fixed income. The top XX holdings include such REITs as Welltower American Tower Corporation Prologis Digital Realty Trust and Invitation Homes"
X Link @crowns_ark 2025-10-13T16:14Z 3173 followers, XX engagements
"Summary Petrobras (PBR) offers a compelling mix of high-quality offshore assets robust cash flow and a double-digit dividend yield at a deeply discounted valuation"
X Link @crowns_ark 2025-10-13T15:53Z 3173 followers, XX engagements
"Cash flow is the key indicator we watch When it comes to the key metric to watch above all others for AT&T it is cash flow. The higher the cash flow the safer the dividend. Shares get more buying pressure with better cash flow"
X Link @crowns_ark 2025-10-14T10:28Z 3174 followers, XX engagements
"The fund has been around for XX years with a $XXX billion market cap. The top XX holdings include Welltower American Tower Corporation Prologis Digital Realty Trust and Invitation Homes. The portfolio is comprised of XX% common and XX% preferred and fixed income"
X Link @crowns_ark 2025-10-13T16:12Z 3173 followers, XX engagements
"I don't mind if the market goes up or down in the short term; I know that in the long term it will go up and that's enough for me"
X Link @crowns_ark 2025-10-14T10:13Z 3175 followers, XX engagements
"We are looking for EPS to be lower from last year with cash flow for the year to come in closer to $XX billion than $XX billion as we are slightly more bullish on the revenue front"
X Link @crowns_ark 2025-10-14T10:34Z 3173 followers, XX engagements
"Final thoughts With interest rates on a downward path income names may catch a bid in 2026 which is a positive. The pullback is starting to make the yield more attractive but nowhere near the X% where we were pounding the table"
X Link @crowns_ark 2025-10-14T10:34Z 3173 followers, XX engagements
"Of course when we experience a bull market people tend to invest more but the most important thing is that outflows dont overcome inflows during bearish phases. This is what actually happened over the last XX years"
X Link @crowns_ark 2025-10-14T10:13Z 3173 followers, XX engagements
"Once an index is created the maintenance costs remain almost the same regardless of how many ETFs track it. Thats why LTM Capex was just $XXXXX million XXXX% of LTM Cash from Operations"
X Link @crowns_ark 2025-10-14T10:15Z 3175 followers, XX engagements
"MPLX is also executing on both accretive acquisitions and organic growth projects that support future cash flow expansion"
X Link @crowns_ark 2025-10-06T18:13Z 3173 followers, XXX engagements
"Following a recent XX% pullback PBR's shares are highly attractive with a well-covered dividend yield projected to average 12-15% over the next several years"
X Link @crowns_ark 2025-10-13T15:54Z 3174 followers, XX engagements
"We see that Petrobras paid out around $XXXX last year which would make for a dividend yield of around XX% based on the current PBR.A share price of $XXXXX. So far this year Petrobras has paid out $0.85"
X Link @crowns_ark 2025-10-13T16:01Z 3173 followers, XX engagements
"That pencils out to an earnings yield of around XX% -- for every $X invested in Petrobras the company generates a quarter of a dollar in net profit this year despite rather depressed oil prices"
X Link @crowns_ark 2025-10-13T16:01Z 3173 followers, XX engagements
"Past Coverage I have written about Petrobras here on Seeking Alpha in the past most recently in May a little less than half a year ago"
X Link @crowns_ark 2025-10-13T15:55Z 3174 followers, XX engagements
"There is also a dark horse bull case that the company might just be better managed now than it was prior to 2022 and the next downturn won't be as bad therefore reinforcing a higher value for the stock in the future"
X Link @crowns_ark 2025-10-15T14:14Z 3174 followers, XX engagements
"Keeping interest payments in check are key to potential dividend expansion in the future"
X Link @crowns_ark 2025-10-14T10:29Z 3175 followers, XX engagements
"Regarding the first I assumed a perpetual growth rate of X% annual growth of XX% over the next XX years starting from LTM free cash flow. It might seem too high but consider that 5Y revenue CAGR has been XXXXX% and it doesnt consider the consistent profitability improvement and buybacks"
X Link @crowns_ark 2025-10-14T10:17Z 3175 followers, XX engagements
"The downside risk lies in the likely inevitable reversion of shipping rates and the potential compression of margins"
X Link @crowns_ark 2025-10-15T14:14Z 3174 followers, XX engagements
"The secondary investment objective is capital appreciation. The fund uses XX% leverage and is a largely an investment grade portfolio with a low correlation to stocks and bonds"
X Link @crowns_ark 2025-10-13T16:13Z 3174 followers, XX engagements
"This catalyst could determine whether the selloff continues or if there will be reason to jump back in. Let us discuss our projections for AT&T's Q3 performance and highlight what we are watching"
X Link @crowns_ark 2025-10-14T10:27Z 3174 followers, XX engagements
"The stable and cumulative cash flow influxes further fuel the cycle and make the revenues rather predictable"
X Link @crowns_ark 2025-10-14T10:14Z 3175 followers, XX engagements
"while we expect a lower than average postpaid churn at just 0.99%. Furthermore we are looking for 225000 fiber net adds which would be the 23rd straight quarter with more than 200000 net fiber adds"
X Link @crowns_ark 2025-10-14T10:30Z 3173 followers, XX engagements
"such as the US or Canada which helps reduce Petrobras' costs on a per-barrel basis and which is thus partially responsible for Petrobras' advantaged break-even costs"
X Link @crowns_ark 2025-10-13T15:57Z 3174 followers, XX engagements
"we have seen about $XXX billion in free cash flow. So we are looking for another $8-$9 billion in H2 2025 and our Q3 range would largely put us on pace to hit the targeted range"
X Link @crowns_ark 2025-10-14T10:33Z 3175 followers, XX engagements
"However I don't know enough about the shipping industry to speculate on this and I would rather assume that there is downside in shipping rates from current levels"
X Link @crowns_ark 2025-10-15T14:10Z 3174 followers, XX engagements
"A terrific dividend growth The best dividend companies are the ones able to generate predictable revenues and sustainable growth. Well MSCI presents both"
X Link @crowns_ark 2025-10-14T10:16Z 3174 followers, XX engagements
"This seasonally weak period for stocks has been resilient though T shares have quietly been selling off. Looking for a helping hand in the market Members of BAD BEAT Investing get exclusive ideas and guidance to navigate any climate. Learn More"
X Link @crowns_ark 2025-10-14T10:26Z 3173 followers, XX engagements
"The second element is that MSCI is exploiting a secular growth trend. Active investing is getting lower interest due to constant underwhelming performance. On the contrary passive investing has soared over the last 10-15 years. Not only because of much cheaper fees but also due to its reliability in terms of capital gains"
X Link @crowns_ark 2025-10-14T10:12Z 3173 followers, XX engagements
"On an upshift it has way less appreciation potential than some of the group peers making it attractive too. Having a high nominal yield will also make XELLL more prone to an early redemption so not so suitable for long-term interest seekers"
X Link @crowns_ark 2025-10-14T10:52Z 3175 followers, XX engagements
"So on this front we can see why the exuberance for shares has been lacking. But this has been an income name one we pounded the table on when shares were at $XX. And it is due to free cash flow"
X Link @crowns_ark 2025-10-14T10:31Z 3175 followers, XX engagements
"Sector comparison Xcel Energy has no other listed securities so we'll go directly to the sector comparison section. The chart below shows the exchange-listed Baby Bonds issued by regulated electric utilities with stripped prices below par. The comparison is by the YTM metric"
X Link @crowns_ark 2025-10-14T10:51Z 3173 followers, XX engagements
"Petrobras: Undervalued Offering Massive Income While Petrobras has potential to grow its earnings over time especially should energy prices climb from the currently depressed level"
X Link @crowns_ark 2025-10-13T16:00Z 3173 followers, XX engagements
"This Index business consists of licensing the indices created by the company as well as offering subscriptions for real-time index data. To be precise it earns XXXX basis points on the total AUM of ETFs linked to MSCI equity indexes"
X Link @crowns_ark 2025-10-14T10:11Z 3173 followers, XX engagements
"Summary Xcel Energy Inc. has issued XXXX% Junior Subordinated Notes due 2085 under ticker XELLL offering quarterly distributions and a BBB-/Baa2 rating"
X Link @crowns_ark 2025-10-14T10:39Z 3173 followers, XX engagements
"The forward estimations for XEL's distribution and dividend yield look like this:"
X Link @crowns_ark 2025-10-14T10:47Z 3175 followers, XX engagements
"Shipping earnings have historically been fleeting. In boom periods earnings explode as charter rates soar but they collapse when supply outpaces demand"
X Link @crowns_ark 2025-10-15T14:09Z 3174 followers, XX engagements
"The companys valuation is absurdly low in absolute terms its balance sheet strong and its dividend well covered currently. The business model is simple cash generative and rooted in tangible assets that retain residual value"
X Link @crowns_ark 2025-10-15T14:13Z 3174 followers, XX engagements
"I considered a two-version DCF: one with a perpetual growth rate the other with an exit multiple"
X Link @crowns_ark 2025-10-14T10:17Z 3175 followers, XX engagements
"Valuation models suggest MSCI is fairly valued or offers up to XX% upside presenting a solid entry point for adding this quality business"
X Link @crowns_ark 2025-10-14T10:09Z 3173 followers, XX engagements
"The most interesting aspect is that this kind of strategy involves a constant investment regardless of how the market is performing. For example years ago I also started an accumulation plan on an ETF that tracks the MSCI World stock index and I buy the same quantity every month"
X Link @crowns_ark 2025-10-14T10:13Z 3175 followers, XX engagements
"This comes as the company is not just dealing with DIY disappointing in the automotive market as more consumer move to garages as well while the transition to EVs has real implications for the business as well"
X Link @crowns_ark 2025-10-13T16:23Z 3174 followers, XXX engagements
"but investors are more likely to see a seasonal Q4 bump from those sales and many getting new phones around the holidays. We will of course be once again be looking for commentary on the iPhone XX series demand on the conference call"
X Link @crowns_ark 2025-10-14T10:28Z 3173 followers, XX engagements
"Cash flow influxes are generally stable and with a market that tends to grow over the long term the future does bode well"
X Link @crowns_ark 2025-10-14T10:19Z 3173 followers, XX engagements
"This means that MSCI might experience positive cash influxes toward its indexes regardless of the economic cycle"
X Link @crowns_ark 2025-10-14T10:13Z 3175 followers, XX engagements
"While MPLX was previously known for being primarily an Appalachian energy play its made significant moves in recent years to grow its presence in the Permian Basin"
X Link @crowns_ark 2025-10-06T18:09Z 3173 followers, XX engagements
"This supports MPLXs XXX% distribution yield which is well covered by a 1.5x DCF-to-distribution coverage ratio. This leaves plenty of retained capital with which to pay down debt and fund growth opportunities"
X Link @crowns_ark 2025-10-06T18:11Z 3173 followers, XXX engagements
"A good cash flow figure stems from a solid revenue print. When Q3 is reported we are looking for $XXXXX billion to $XXXXX billion in revenues in Q3. This would about a XXX% increase from last year at our midpoint in this range"
X Link @crowns_ark 2025-10-14T10:28Z 3175 followers, XX engagements
"Looking ahead MPLX is poised to grow through its headline-making $XXX billion acquisition of Northwind Midstream. This acquisition brings over 200K dedicated acres in the Delaware Basin 200+ miles of gathering pipelines"
X Link @crowns_ark 2025-10-06T18:10Z 3173 followers, XX engagements
"The analysis will begin with a brief examination of the issuing company to assess the extent to which we can feel safe holding its debt issue. After that we'll conduct a relative evaluation of XELLL comparing its metrics to sector peers"
X Link @crowns_ark 2025-10-14T10:40Z 3173 followers, XX engagements
"We saw some positive news for subscriber post-paid adds in Q2 and are looking for positive news on this front again in Q3. Postpaid phone net adds were 401000 in Q2 and we think this number tracks for at least 350000 in Q3"
X Link @crowns_ark 2025-10-14T10:30Z 3175 followers, XX engagements
"The growing consensus not only comes from the United States but it is a worldwide phenomenon"
X Link @crowns_ark 2025-10-14T10:12Z 3175 followers, XX engagements
"The comparison to regulated electric utility peers of similar market cap shows that XEL is showing a similar total return to Exelon Corporation (EXC). The outlier in this selection is Entergy Corporation (ETR) mostly due to its price surge in the last year:"
X Link @crowns_ark 2025-10-14T10:45Z 3174 followers, XX engagements
"As long as Petrobras remains focused on its excellent upstream assets that are very profitable some other assets that are less profitable (but still profitable) don't really hurt I believe although some would argue that Petrobras would ideally only own its upstream portfolio"
X Link @crowns_ark 2025-10-13T15:58Z 3173 followers, XX engagements
"They offer collective investment trusts (CITs) for qualified defined benefit and defined contribution plans. C&S also provide customized investment strategies to institutional investors such as large pension funds endowments and foundations"
X Link @crowns_ark 2025-10-13T16:07Z 3174 followers, XX engagements
"Furthermore I included an arbitrary required rate of return (RRR) of XX% a couple of percentage points above the long-term average market return. If I had calculated it using CAPM the RRR would have been much lower but I want a return that can outperform the market"
X Link @crowns_ark 2025-10-14T10:18Z 3173 followers, XX engagements
"Green assets being less profitable compared to more traditional oil assets is something that holds true for energy companies like Shell (SHEL) BP (BP) etc. as well"
X Link @crowns_ark 2025-10-13T15:58Z 3174 followers, XX engagements
"while the government naturally also likes the taxes and the dividends it receives from Petrobras in which the Brazilian government owns a major position of arond XX% of its common shares"
X Link @crowns_ark 2025-10-13T15:59Z 3173 followers, XX engagements
"Based on forecasted earnings per share for this year Petrobras trades at an earnings multiple of just XXX or at an even lower earnings multiple of XXX when we look at the PBR.A shares"
X Link @crowns_ark 2025-10-13T16:00Z 3174 followers, XX engagements
"The first element is that MSCI indexes remain the most appreciated worldwide. For instance consider the MSCI World Index a popular global benchmark among passive investors and portfolio managers. A sort of S&P XXX Index but extended to the entire world"
X Link @crowns_ark 2025-10-14T10:11Z 3175 followers, XX engagements
"Anyway with these assumptions MSCI should be traded at $XXX per share. Therefore it presents a XX% upside. Conclusion"
X Link @crowns_ark 2025-10-14T10:19Z 3175 followers, XX engagements
"Do keep in mind that any boost from the new Apple (AAPL) iPhone XX series will have just started to hit AT&Ts revenue at the end of Q3. Thus there could be some small boost there pushing revenues toward the higher end of the range"
X Link @crowns_ark 2025-10-14T10:28Z 3173 followers, XX engagements
"we are targeting free cash flow of $4.3-$5.4 billion. Anywhere in this range would more than cover the $XXX billion in dividends with authority. For the year management had been forecasting $XX billion or more in cash flows and we are on pace there still. Year to date in 2025"
X Link @crowns_ark 2025-10-14T10:33Z 3174 followers, XX engagements
"As for the second version I considered an exit multiple of 30x for the year 2035. I think this is a reasonable estimate since the five-year average is 41x; maybe it is a little bit too conservative"
X Link @crowns_ark 2025-10-14T10:18Z 3175 followers, XX engagements
"Management expects this transaction to be immediately accretive to cash flow at a purchase price of 7x forecasted 2027 EBITDA with a mid-teen unlevered return. As shown below MPLX has a fairly strong track record of delivering a high ROIC in the XX% range in recent years"
X Link @crowns_ark 2025-10-06T18:10Z 3173 followers, XX engagements
"Plus higher debt levels due to recent acquisitions expose MPLX to risk from higher interest rates. Lastly a prolonged downturn in commodity prices could reduce volumes and put pressure on contract renewals"
X Link @crowns_ark 2025-10-06T18:13Z 3173 followers, XXX engagements
"The Index business driven by global demand for passive investing provides stable compounding cash flows and high profitability through operating leverage"
X Link @crowns_ark 2025-10-14T10:09Z 3173 followers, XX engagements
"To keep improving its profitability this company doesnt need to increase its fees (they are shrinking); it just needs to expand its investor base"
X Link @crowns_ark 2025-10-14T10:15Z 3176 followers, XX engagements
"The other two big credit rating agencies - S&P and Moody's - are similarly scoring XEL:"
X Link @crowns_ark 2025-10-14T10:49Z 3174 followers, XX engagements
"On traditional metrics the stock appears exceptionally cheap trading around two and a half times earnings and at roughly one-half of book value"
X Link @crowns_ark 2025-10-15T14:04Z 3174 followers, XX engagements
"Hormel Foods presents a compelling opportunity for long-term value investors with it trading near its 52-week low and carrying a historically high XXX% dividend yield"
X Link @crowns_ark 2025-10-06T17:17Z 3174 followers, XX engagements
"This includes the prolific Permian Marcellus and Utica basins. It was formed by Marathon Petroleum Corporation (MPC) who is also its biggest customer"
X Link @crowns_ark 2025-10-06T18:04Z 3174 followers, XX engagements
"XEL's TTM dividend sums up to approximately $XXXX in quarterly payments and with the last closing common share price of $XXXXX the distribution yield of the stock is 2.79%. This is what the dividend yield has looked like for the past XX years:"
X Link @crowns_ark 2025-10-14T10:47Z 3175 followers, XX engagements
"Capital expenditures are not negligible for any energy company but are not overly high for Petrobras as the company leases production equipment such as FPSOs which means they come with a gradual cash outflow instead of having to put up a huge sum of cash upfront"
X Link @crowns_ark 2025-10-13T15:56Z 3174 followers, XX engagements
"The result is a fair value close to the current price per share which means that this investment might yield XX% per year for the next XX years"
X Link @crowns_ark 2025-10-14T10:18Z 3173 followers, XX engagements
"It was at 2.5x leverage a few quarters ago the lowest it has been in years but the leverage before big spectrum investment decisions had been projected to hold around this level for the next two years but may edge higher"
X Link @crowns_ark 2025-10-14T10:34Z 3175 followers, XX engagements
"MPLX is comprised of two segments Logistics & Storage which handles crude oil and refined products and Gathering & Processing which handles natural gas processing transport and fractionation"
X Link @crowns_ark 2025-10-06T18:07Z 3173 followers, XX engagements
"All the securities with their metrics:"
X Link @crowns_ark 2025-10-14T10:51Z 3173 followers, XX engagements
"Article Thesis Petrobras or Petroleo Brasileiro (NYSE:PBR)(NYSE:PBR.A) is an energy company that offers an attractive combination of growth potential"
X Link @crowns_ark 2025-10-13T15:54Z 3173 followers, XX engagements
"The payout ratio based on forecasted earnings per share for this year is around XX% thus the dividend would be well-covered at that level"
X Link @crowns_ark 2025-10-13T16:01Z 3174 followers, XX engagements
"Now one stock we continue to own is AT&T Inc. (NYSE:T). Recently shares started to correct during this weak period doing so a bit quietly"
X Link @crowns_ark 2025-10-14T10:27Z 3174 followers, XXX engagements
"Active investing is worthwhile only if you can outperform the market either by doing stock picking on your own or entrusting your savings to someone else. But these two options are often not the best choice for the average investor"
X Link @crowns_ark 2025-10-14T10:12Z 3175 followers, XX engagements
"You might end up underperforming the market or paying sky-high fees; this is why passive investing is getting so popular"
X Link @crowns_ark 2025-10-14T10:12Z 3175 followers, XX engagements
"Shares pretty much started the turn lower after the company announced major investments to expand its spectrum buying up over $XX billion from Echostar (SATS). This pullback is starting to look interesting and we think if we retrace to the low $20s shares will once again be an income buy"
X Link @crowns_ark 2025-10-14T10:27Z 3174 followers, XXX engagements
"Conclusion: Worth a Small Flier Buy There is a lot to like about Global Ship Lease and a few things to temper the enthusiasm as well"
X Link @crowns_ark 2025-10-15T14:13Z 3175 followers, XX engagements
"MPLX is a leading energy midstream company that owns and operates gathering processing fractionation and logistics assets across key U.S. basins"
X Link @crowns_ark 2025-10-06T18:03Z 3173 followers, XX engagements
"The trend reflects a shift toward community-based agriculture and away from mass-market food sources. One company has a better idea for attracting customers to stores beyond price or availability: Sprouts Farmers Market"
X Link @crowns_ark 2025-10-11T17:37Z 3173 followers, XX engagements
"Shares of the stock have been pulling back some of late and some of this may be due to the lack of earnings growth. Even on an early look to 2026 we are not expecting much of a rebound from 2025"
X Link @crowns_ark 2025-10-14T10:31Z 3175 followers, XX engagements
"This combination of low payout and high yield is rare in the market today but the market is skeptical for good reason and simply appears to not believe that the payout is sustainable"
X Link @crowns_ark 2025-10-15T14:09Z 3174 followers, XX engagements
"However big investments are impacting leverage and the ability to chip away at debt which means the dividend while safe is unlikely to be raised. Major repurchases are being made which adds a boost to shareholder value. We continue to hold the position for income"
X Link @crowns_ark 2025-10-14T10:35Z 3173 followers, XX engagements
"This is offset by modest valuations and a sound long term track record but it really feels as if transformative changes are taking place here not for the better making me hard-pressed to be upbeat here and buy the dip despite a current dividend yield in excess of 4%"
X Link @crowns_ark 2025-10-13T16:23Z 3173 followers, XXX engagements
"As of now the company has XXX years of TEU-weighted contract cover which illustrates how revenue can slowly roll off at lower rates in a downcycle over a few years vs. just dropping overnight like what the carriers are exposed to"
X Link @crowns_ark 2025-10-15T14:03Z 3174 followers, XX engagements
"We do want to point out also that $XX billion in share repurchase activity is anticipated from 2025 to 2027 which is a strong reduction to the float considering a roughly $XXX billion market cap today"
X Link @crowns_ark 2025-10-14T10:34Z 3176 followers, XX engagements
"until recent weeks of course. 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 @crowns_ark 2025-10-14T10:32Z 3175 followers, XX engagements
"Now as far as performance revenue in Q2 hit $XXXXX billion. This crushed analyst consensus by $XXX million and surpassed our more bullish midpoint by $XXX million"
X Link @crowns_ark 2025-10-14T10:29Z 3175 followers, XX engagements
"Another consideration that should be taken into account is that credit spreads are currently at historically tight levels. Sticky inflation fear of recession tariff war - any of these can potentially trigger a reality check in the form of credit spread widening"
X Link @crowns_ark 2025-10-14T10:52Z 3174 followers, XX engagements
"MPLX stands out as an attractive pick for income investors seeking a stable high-yield opportunity backed by strong fundamentals. It has a XXX% well-covered distribution yield long-term contracts and a growing footprint in the high-production Permian Basin"
X Link @crowns_ark 2025-10-06T18:13Z 3173 followers, XXX engagements
"Not bad at all for a company that in XX years might keep growing by double digits; I don't believe that the passive investing industry has yet fully realized its potential"
X Link @crowns_ark 2025-10-14T10:17Z 3173 followers, XX engagements
"The following slide from a recent shareholder presentation shows the return profile of Petrobras' current portfolio:"
X Link @crowns_ark 2025-10-13T15:57Z 3173 followers, XX engagements
"which is a little more than half what the company had paid out in the January to August time period of 2024. If the Decmber payments this year are also around half as high as last year the 2025 dividend yield would still be around XX% -- which I think is extremely attractive"
X Link @crowns_ark 2025-10-13T16:01Z 3174 followers, XX engagements
"Strong free cash flow is key to ensuring dividend security and chipping away new debt but could there be a raise to the payout A sub-50% dividend payout ratio big capital investment and huge repurchases are where cash flow is going"
X Link @crowns_ark 2025-10-14T10:25Z 3173 followers, XX engagements
"The top XX holdings are all REITs including such high performing real estate companies as Welltower American Tower Corporation Prologis Digital Realty Trust Invitation Homes Crown Castle and Public Storage"
X Link @crowns_ark 2025-10-13T16:11Z 3173 followers, XX engagements
"Risks to MPLX include its dependence on its largest customer Marathon Petroleum. As such management missteps or external factors impacting MPC could have material downstream effects for MPLX"
X Link @crowns_ark 2025-10-06T18:12Z 3174 followers, XX engagements
"MSCI is an extremely solid company and since I strongly believe in the future expansion of the passive investing industry I believe that its indices are a gold mine waiting to be exploited"
X Link @crowns_ark 2025-10-14T10:19Z 3173 followers, XX engagements
"The capital intensity of the business does make it somewhat sensitive to interest rates and come into conflict with their shareholder distributions"
X Link @crowns_ark 2025-10-15T14:11Z 3174 followers, XX engagements
"For Q3 we think we see very positive dividend coverage once again with strong cash flow. Assuming cash from operating activities of $9.8-$10.4 billion capex of $5.0-$5.5 billion and unknown estimates for additional financing and capital investment"
X Link @crowns_ark 2025-10-14T10:32Z 3173 followers, XX engagements
"Xcel's OTC bond issues"
X Link @crowns_ark 2025-10-14T10:50Z 3175 followers, XX engagements
"In a chart visualization:"
X Link @crowns_ark 2025-10-14T10:42Z 3175 followers, XX engagements
"While politics and country dependency on Brazil are factors to keep in mind I think that the potential rewards are worth the risk when it comes to an investment in Petrobras"
X Link @crowns_ark 2025-10-13T15:55Z 3173 followers, XX engagements
"Passive investing (especially regarding the most popular stock indices) is seen as a game-changer for achieving solid returns even if you know absolutely nothing about finance: maximum results with minimum effort"
X Link @crowns_ark 2025-10-14T10:13Z 3175 followers, XX engagements
"As mentioned prior the company carries a history of equity dilution and inconsistent dividend payouts which while typical for shipping stocks depress the upside of the stock from current levels"
X Link @crowns_ark 2025-10-15T14:11Z 3174 followers, XX engagements
"Our current Q3 view is slightly more bullish than the $XXXXX billion consensus. When revenues miss to start the report it is carried down many of the lines. Conversely if they beat it also trickles down. So it remains a simple common but critical metric being reported"
X Link @crowns_ark 2025-10-14T10:29Z 3175 followers, XX engagements
"This means the first interest payment will be irregular in size and will amount to approximately $XXXX. The company's gross proceeds from the new security are $XXX million for a total of XX million notes issued with a liquidation value of $XX each"
X Link @crowns_ark 2025-10-14T10:41Z 3174 followers, XX engagements
"We'll compare the total return performance for the past ten years of Xcel Energy to that of the general market represented by the S&P XXX and to the Utilities sector represented by the Utilities Select Sector SPDR Fund ETF (XLU):"
X Link @crowns_ark 2025-10-14T10:45Z 3175 followers, XX engagements
"Petrobras remains committed on producing oil for decades to come unlike some other energy companies it doesn't plan to phase out oil production any time soon -- which is important"
X Link @crowns_ark 2025-10-13T15:58Z 3173 followers, XX engagements
"Remember a few years ago as shares were on a long descent it was because cash flow was slipping and revenue growth had stalled while the massive debt continued to weigh"
X Link @crowns_ark 2025-10-14T10:28Z 3175 followers, XX engagements