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Jonathan Pierce posts on X about dividend yield, debt, longterm, rates the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.
Social category influence finance XXXXX% stocks XXXXX% countries XXXX% currencies XXX% exchanges XXXX% technology brands XXXX%
Social topic influence dividend yield #120, debt 7.48%, longterm #1285, rates #1879, discount 6.54%, cash flow 5.61%, reit 5.61%, summary 4.67%, balance sheet #1917, $6753t XXXX%
Top assets mentioned Corteva Inc (CTVA) American Tower Corp (AMT) Array Technologies, Inc. Common Stock (ARRY) Main Street Capital Corporation (MAIN) USA COMPRESSION PARTNERS LP (USAC) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA)
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
"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
"Historical performance To determine the risk profile and the return capability for the company in the future we will use these metrics:"
X Link @jewelsmariex 2025-10-15T09:04Z 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
"Even then the company's current payout ratio is still historically low at just XX% which positions it for strong dividend growth in the coming years"
X Link @jewelsmariex 2025-10-14T12:41Z 6914 followers, XX engagements
"USAC also has a BB credit rating which could subject it to interest rate risks should rates go higher"
X Link @jewelsmariex 2025-10-14T12:23Z 6914 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 6914 followers, XX engagements
"We own all three at High Yield Landlord as we expect the dividend growth to push their share prices to higher levels"
X Link @jewelsmariex 2025-10-14T12:35Z 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 6914 followers, XX engagements
"Closing Note One of the best strategies for REIT investors to beat the market is to target REITs that enjoy rapid dividend growth prospects"
X Link @jewelsmariex 2025-10-14T12:42Z 6914 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
"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 6914 followers, XX engagements
"Trading at the low end of its historical valuation range USAC presents attractive total return potential in the low to mid-teens annually. As such Im upgrading USAC to a Buy for long-term value and income investors"
X Link @jewelsmariex 2025-10-14T12:23Z 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
"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 6914 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 6914 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
"I think that the reason why it is less popular especially among individual investors is its much lower dividend yield:"
X Link @jewelsmariex 2025-10-14T12:35Z 6913 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
"Balance Sheets And Leverage In terms of balance sheet strength GBDC also has the edge holding a Baa2 credit rating from Moodys making it one of the strongest balance sheets in the BDC space"
X Link @jewelsmariex 2025-10-15T09:12Z 6914 followers, XX engagements
"Unfortunately the dividend growth potential of most REITs is today limited due to the high interest rates forcing REITs to refinance debt at higher rates"
X Link @jewelsmariex 2025-10-14T12:34Z 6914 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 6914 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
"The dividend yield is low at XXX% but as it significantly hikes its dividend in the coming years we expect more and more investors to buy the dip leading to lots of upside"
X Link @jewelsmariex 2025-10-14T12:38Z 6914 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 6914 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 6914 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 6914 followers, XX engagements
"Both businesses continue to post strong underwriting performance with GBDCs non-accruals sitting at a very modest XXX% of portfolio fair value and OBDCs at a nearly identical 0.7%"
X Link @jewelsmariex 2025-10-15T09:11Z 6914 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
"Both bonds have a credit rating of Baa3 from Moody's. And below is shown the exchange-traded security of the company which has a BBB- credit rating from Fitch:"
X Link @jewelsmariex 2025-10-15T09:04Z 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
"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 6914 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 2025-10-13T13:37Z 6913 followers, XXX 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
"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
"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 6914 followers, XX engagements
"Trading at the low end of its historical range USAC presents attractive low to mid-teens total return potential for long-term income investors"
X Link @jewelsmariex 2025-10-14T12:14Z 6913 followers, XX engagements
"Valuation: Two Strong Buys At Compelling Discounts In terms of valuation OBDC trades at a XXXX% discount to NAV as of this writing while GBDC trades at an XXXX% discount. OBDC offers a XXXX% dividend yield based on its base payout compared to GBDCs XXXX% yield"
X Link @jewelsmariex 2025-10-15T09:14Z 6914 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
"Summary Carlyle Secured Lending Inc. trades at above a XX% discount to NAV near historic lows offering an attractive entry point. CGBD's historical ROE averages XXXX% with an expected ROE of XXXX% at current discounts outpacing sector bond yields"
X Link @jewelsmariex 2025-10-15T09:00Z 6914 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
"This brings me to USA Compression Partners LP (NYSE:USAC) which I last covered back in July highlighting its strong positioning for natural gas demand growth. The recent drop in price to $XXXXX has pushed USACs dividend yield to 9.3%"
X Link @jewelsmariex 2025-10-14T12:15Z 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 6914 followers, XX 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 6914 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 6913 followers, XX engagements
"but as long as underwriting performance remains solidas it has thus farthose cuts should be minor and are already priced into the current yields"
X Link @jewelsmariex 2025-10-15T09:15Z 6914 followers, XX engagements
"Its fleet has XXXX million horsepower and are mission critical to ensuring the flow of natural gas efficiently through pipeline networks. Over the past X years USACs total return of XXX% has outperformed that of both the S&P XXX and the Alerian MLP ETF (AMLP) as shown below"
X Link @jewelsmariex 2025-10-14T12:16Z 6914 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
"Summary Dividend growth is a powerful catalyst for REITs. Hike announcements commonly lead to immediate upside"
X Link @jewelsmariex 2025-10-14T12:34Z 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
"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
"If it can do so while avoiding new non-accruals and write-downs OCSL could deliver significant upside through valuation multiple expansion and its strong dividend yield along with potential NAV per share growth depending on how effectively it resolves its current non-accruals"
X Link @jewelsmariex 2025-10-13T14:01Z 6914 followers, XX engagements
"This now positions them for fast dividend growth going forward as they grow their cash flow and gradually increase their payout ratio as well. In fact the REIT just recently announced a XX% dividend hike which is one of the fastest dividend growth rates in the REIT sector"
X Link @jewelsmariex 2025-10-14T12:35Z 6914 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 6913 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 6914 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 6914 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
"But there are some exceptions. In today's article I am going to highlight three REITs that I expect to enjoy rapid dividend growth over the coming years"
X Link @jewelsmariex 2025-10-14T12:34Z 6914 followers, XX engagements