#  @DVI_Investing Dividend and Value Investor Dividend and Value Investor posts on X about $mo, $pm, $bti, investment the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1538817304292732929/interactions)  - [--] Week [---] +198% - [--] Month [---] +233% - [--] Months [-----] -61% - [--] Year [------] +16% ### Mentions: [--] [#](/creator/twitter::1538817304292732929/posts_active)  - [--] Week [--] +17% - [--] Month [--] +71% - [--] Months [--] -15% - [--] Year [--] -9.20% ### Followers: [---] [#](/creator/twitter::1538817304292732929/followers)  - [--] Week [---] no change - [--] Month [---] -0.38% - [--] Months [---] +4% - [--] Year [---] +5.70% ### CreatorRank: [---------] [#](/creator/twitter::1538817304292732929/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 80% [finance](/list/finance) 80% [cryptocurrencies](/list/cryptocurrencies) 18% [technology brands](/list/technology-brands) 3% [financial services](/list/financial-services) 2% [countries](/list/countries) 2% [currencies](/list/currencies) 1% [luxury brands](/list/luxury-brands) 1% **Social topic influence** [$mo](/topic/$mo) #22, [$pm](/topic/$pm) #19, [$bti](/topic/$bti) 10%, [investment](/topic/investment) 9%, [link](/topic/link) 8%, [stocks](/topic/stocks) 8%, [$usb](/topic/$usb) 7%, [if you](/topic/if-you) 6%, [seekingalpha](/topic/seekingalpha) 6%, [$lmt](/topic/$lmt) 6% **Top accounts mentioned or mentioned by** [@seekingalpha](/creator/undefined) [@europeandgi](/creator/undefined) [@dividendtalk](/creator/undefined) [@gnufs](/creator/undefined) [@aktapus](/creator/undefined) [@benifch](/creator/undefined) [@everydaynorminv](/creator/undefined) **Top assets mentioned** [Altria Group Inc (MO)](/topic/$mo) [Philip Morris International Inc. (PM)](/topic/$pm) [British American Tobacco (BTI)](/topic/$bti) [US Bancorp (USB)](/topic/$usb) [Limitus (LMT)](/topic/$lmt) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Truist Financial Corp (TFC)](/topic/$tfc) [Northrop Grumman Corporation (NOC)](/topic/$noc) [ARTISAN PARTNERS ASSET MANAGEMENT INC. (APAM)](/topic/$apam) [Bank OZK (OZK)](/topic/$ozk) [Brown-Forman Corporation Class A (BF.A)](/topic/$bfa) [General Dynamics Corporation (GD)](/topic/$gd) [Basis Cash (BAC)](/topic/$bac) [Wells Fargo & Co (WFC)](/topic/$wfc) [JPMorgan Chase (JPM)](/topic/$jpm) [PepsiCo, Inc. (PEP)](/topic/$pep) [Heroes of NFT (HON)](/topic/$hon) [Honeywell International Inc (HON)](/topic/honeywell) [Cigna Corp (CI)](/topic/$ci) [Hershey Co (HSY)](/topic/$hsy) [WEC Energy Group Inc (WEC)](/topic/$wec) [Leggett & Platt, Inc. (LEG)](/topic/$leg) [Pfizer, Inc. (PFE)](/topic/$pfe) [Colgate-Palmolive Company (CL)](/topic/$cl) [Permian Resources Corporation Class A Common Stock (PR)](/topic/$pr) [Kenvue Inc. (KVUE)](/topic/$kvue) [Johnson & Johnson (JNJ)](/topic/$jnj) [Coca-Cola Co (KO)](/topic/$ko) [Procter & Gamble (PG)](/topic/$pg) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [EOG Resources Inc (EOG)](/topic/$eog) [Convex Finance (CVX)](/topic/$cvx) [HP Inc (HPQ)](/topic/hp-inc) [AES, Corp. (AES)](/topic/$aes) [Somnigroup International Inc. (SGI)](/topic/$sgi) [T Rowe Price Group Inc (TROW)](/topic/$trow) [Franklin Resources, Inc. (BEN)](/topic/$ben) [Reserve (RSV)](/topic/reserve) [BGC Group, Inc. Class A Common Stock (BGC)](/topic/$bgc) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [AbbVie Inc (ABBV)](/topic/$abbv) [VF Corp (VFC)](/topic/$vfc) [Huntington Ingalls Industries Inc (HII)](/topic/$hii) [Elevance Health Inc (ELV)](/topic/$elv) [Target Corporation (TGT)](/topic/$tgt) [CME Group Inc (CME)](/topic/$cme) [Boeing Co (BA)](/topic/$ba) ### Top Social Posts Top posts by engagements in the last [--] hours "The utility AES Corp. is likely being taken over by $BLK-owned Global Infrastructure Partners. Why I'm not chasing the stock after the announcement: $AES @SeekingAlpha https://seekingalpha.com/article/4827497-aes-corp-be-mindful-of-chasing-stock-after-takeover-news https://seekingalpha.com/article/4827497-aes-corp-be-mindful-of-chasing-stock-after-takeover-news" [X Link](https://x.com/anyuser/status/1974627758962778523) 2025-10-05T00:08Z [---] followers, [---] engagements "On Off . Altria's Q3 Earnings $MO @SeekingAlpha https://seekingalpha.com/article/4835882-altria-a-solid-third-quarter-with-a-catch https://seekingalpha.com/article/4835882-altria-a-solid-third-quarter-with-a-catch" [X Link](https://x.com/anyuser/status/1984032055219646547) 2025-10-30T22:57Z [---] followers, [---] engagements "Artisan Partners Asset Management: Looking Beyond Market-Beating AUM Growth $APAM https://seekingalpha.com/article/4845551-artisan-partners-looking-beyond-market-beating-aum-growth https://seekingalpha.com/article/4845551-artisan-partners-looking-beyond-market-beating-aum-growth" [X Link](https://x.com/anyuser/status/1991438229984395280) 2025-11-20T09:27Z [---] followers, [---] engagements "Somnigroup voiced interest in acquiring Leggett & Platt in an all-stock deal. Is it a lifeline thrown towards a company facing an existential threat No I see the $12 bid as a slap in the face: $LEG $SGI @SeekingAlpha https://seekingalpha.com/article/4849711-somnigroup-offer-lifeline-leggett-shareholders-slap-face https://seekingalpha.com/article/4849711-somnigroup-offer-lifeline-leggett-shareholders-slap-face" [X Link](https://x.com/anyuser/status/1996327491619652008) 2025-12-03T21:15Z [---] followers, [---] engagements "Artisan Partners [----] Earnings Review: Reassuring Performance Despite Ongoing Outflows You can read the article for free on Seeking Alpha if you use the link below. $APAM $TROW $BEN https://seekingalpha.com/article/4866423gt=19f5a2a9ec7b474c https://seekingalpha.com/article/4866423gt=19f5a2a9ec7b474c" [X Link](https://x.com/anyuser/status/2019443592356360652) 2026-02-05T16:10Z [---] followers, [--] engagements "Philip Morris International Inc.: Assessing The [----] Results In View Of The Premium Valuation You can read the article for free on Seeking Alpha if you use the link below. $PM $MO https://seekingalpha.com/article/4867705gt=5af8b2dad2700235 https://seekingalpha.com/article/4867705gt=5af8b2dad2700235" [X Link](https://x.com/anyuser/status/2020915879668482069) 2026-02-09T17:41Z [---] followers, [--] engagements "British American Tobacco [----] Earnings: Battleground United States A discussion of $BTI's [----] results with an emphasis on its spectacular performance in the nicotine pouch category. You can read the article for free if you use the link below. $PM $MO https://seekingalpha.com/article/4870293gt=0fa6eefc47fe853a https://seekingalpha.com/article/4870293gt=0fa6eefc47fe853a" [X Link](https://x.com/DVI_Investing/status/2022448402999710176) 2026-02-13T23:10Z [---] followers, [---] engagements "Tobacco major $MO has returned almost 50% YTD and held on to these gains despite risks associated with the appointment of RFK Jr. In my latest analysis on @SeekingAlpha I highlight why RFK Jr.'s appointment could be a *net positive* for Altria Group: https://seekingalpha.com/article/4739492-altria-stock-unexpected-tailwind-of-an-rfk-jr-nomination https://seekingalpha.com/article/4739492-altria-stock-unexpected-tailwind-of-an-rfk-jr-nomination" [X Link](https://x.com/DVI_Investing/status/1860039128995545424) 2024-11-22T19:14Z [---] followers, [---] engagements "@DividendTalk_ Enjoyed your latest episode as always Concerning your thoughts on consistent dividend growers in the banking space @European_DGI - check out Bank $OZK. I wrote about it on @SeekingAlpha here's a link to my article without the paywall: https://seekingalpha.com/article/4716798gt=60076264fdbe711d https://seekingalpha.com/article/4716798gt=60076264fdbe711d" [X Link](https://x.com/DVI_Investing/status/1863620196243558647) 2024-12-02T16:24Z [---] followers, [---] engagements "In my latest article on tobacco companies I discuss $UVV's NYSE non-compliance notice. While I don't see the news as a reason to sell UVV I still consider it a poor investment - and there's one metric that could hint a decline in investor confidence. https://seekingalpha.com/article/4741522-avoid-universal-corp-stock-looking-beyond-recent-nyse-non-compliance-notice https://seekingalpha.com/article/4741522-avoid-universal-corp-stock-looking-beyond-recent-nyse-non-compliance-notice" [X Link](https://x.com/DVI_Investing/status/1863657643555840037) 2024-12-02T18:53Z [---] followers, [--] engagements "Archer-Daniels-Midlands: Could the accounting problems have been foreseen by applying simple forensic tests Check out my educational article using $ADM as a case study on @SeekingAlpha - my 18th Editor's Pick so far this year: https://seekingalpha.com/article/4742074-archer-daniels-midland-did-simple-forensic-tests-trigger-an-early-warning https://seekingalpha.com/article/4742074-archer-daniels-midland-did-simple-forensic-tests-trigger-an-early-warning" [X Link](https://x.com/DVI_Investing/status/1864403277833441435) 2024-12-04T20:15Z [---] followers, [---] engagements "Brown-Forman Corp: The company behind Woodford Reserve Old Forerster and of course Jack Daniel's is climbing up on my watch list. Here's my take on the company H1 FY2025 results: $BF.A $BF.B https://seekingalpha.com/article/4742633-why-solid-earnings-moved-brown-forman-stock-up-on-my-watch-list https://seekingalpha.com/article/4742633-why-solid-earnings-moved-brown-forman-stock-up-on-my-watch-list" [X Link](https://x.com/DVI_Investing/status/1865161425502511155) 2024-12-06T22:28Z [---] followers, [---] engagements "Leading exchange operator $CME Group is facing competiton in its monopolistic U.S. Treasury futures business from FMX which is owned by Howard Lutnik's $BGC Group. Are there signs that CME's dominance is challenged by now operational FMX https://seekingalpha.com/article/4744171-cme-group-dominance-challenged-by-now-operational-fmx https://seekingalpha.com/article/4744171-cme-group-dominance-challenged-by-now-operational-fmx" [X Link](https://x.com/DVI_Investing/status/1867713678172467704) 2024-12-13T23:30Z [---] followers, [---] engagements "Amid the potential confirmation of Robert F Kennedy Jr. as HHS Secretary I have published an update on concentration risks in several Big Pharma companies on @SeekingAlpha Stocks covered: $PFE $AMGN $GILD $ABBV $BMY $MRK https://seekingalpha.com/article/4746523-pjp-big-pharma-concentration-risks-amid-looming-confirmation-of-rfk-jr https://seekingalpha.com/article/4746523-pjp-big-pharma-concentration-risks-amid-looming-confirmation-of-rfk-jr" [X Link](https://x.com/DVI_Investing/status/1872329602875724212) 2024-12-26T17:12Z [---] followers, [---] engagements "I just published an update on U.S. Bancorp including: - full year [----] earnings preview - Q3 [----] earnings review - my strategy with $USB stock going forward Feel free to check it out on @SeekingAlpha https://seekingalpha.com/article/4749060-my-strategy-for-us-bancorp-stock-going-into-earnings-and-beyond https://seekingalpha.com/article/4749060-my-strategy-for-us-bancorp-stock-going-into-earnings-and-beyond" [X Link](https://x.com/DVI_Investing/status/1878822924934938973) 2025-01-13T15:14Z [---] followers, [--] engagements "I wrote an update on Truist's solid final quarter of [----] which was published yesterday on @SeekingAlpha. I'm increasingly confident with my position in $TFC shares: https://seekingalpha.com/article/4750227-truist-financial-optimism-boosted-further-by-2024-results https://seekingalpha.com/article/4750227-truist-financial-optimism-boosted-further-by-2024-results" [X Link](https://x.com/DVI_Investing/status/1880660460300825064) 2025-01-18T16:56Z [---] followers, [--] engagements "Lockheed Martin is a long-term investment of mine. $LMT stock dropped significantly in reaction to the [----] earnings report. Check out my analysis of the results on @SeekingAlpha: https://seekingalpha.com/article/4752836-lockheed-martin-stock-is-2024-earnings-weakness-sign-of-deeper-troubles https://seekingalpha.com/article/4752836-lockheed-martin-stock-is-2024-earnings-weakness-sign-of-deeper-troubles" [X Link](https://x.com/DVI_Investing/status/1885811771904041149) 2025-02-01T22:05Z [---] followers, [--] engagements "There are signs that $VFC (Vans The North Face Timberland) is turning around. However - not all was great in V.F. Corp's Q3 FY2025 earnings report. Here's my update: https://seekingalpha.com/article/4753294-vf-corp-why-the-post-earnings-pop-was-sold-off-rather-quickly https://seekingalpha.com/article/4753294-vf-corp-why-the-post-earnings-pop-was-sold-off-rather-quickly" [X Link](https://x.com/DVI_Investing/status/1886039022193037739) 2025-02-02T13:08Z [---] followers, [--] engagements "In my latest article on @SeekingAlpha I take a fresh look at $CL after [----] earnings. Down 20% from its ATH with solid performance last year - what's not to like with a consumer staple like Colgate-Palmolive https://seekingalpha.com/article/4753860-colgate-palmolive-stock-post-earnings-drop-not-buy-the-dip-moment https://seekingalpha.com/article/4753860-colgate-palmolive-stock-post-earnings-drop-not-buy-the-dip-moment" [X Link](https://x.com/DVI_Investing/status/1886513190630019495) 2025-02-03T20:32Z [---] followers, [--] engagements "Here's why I believe the market is wrong selling U.S. defense stocks. I also take a deep dive into General Dynamics Corp - the latest additon to my portfolio. Stocks discussed: $LMT $NOC $GD $LHX $HII $RTX https://seekingalpha.com/article/4761520-defense-spending-cut-fears-open-window-of-opportunity-general-dynamics-in-focus https://seekingalpha.com/article/4761520-defense-spending-cut-fears-open-window-of-opportunity-general-dynamics-in-focus" [X Link](https://x.com/DVI_Investing/status/1894521561899544904) 2025-02-25T22:55Z [---] followers, [---] engagements "Health insurer and PBM Elevance Health continues to be shunned by the market. While the stock could certainly go lower I'd argue at $400 a severely negative outcome is already priced in. Feel free to check out my latest update on @SeekingAlpha $ELV https://seekingalpha.com/article/4762633-maximizing-returns-3-compelling-reasons-to-invest-in-elevance-health-now https://seekingalpha.com/article/4762633-maximizing-returns-3-compelling-reasons-to-invest-in-elevance-health-now" [X Link](https://x.com/DVI_Investing/status/1895254606449648116) 2025-02-27T23:28Z [---] followers, [---] engagements "O&G stocks are tanking - junk-rated Permian Resources made a new 52-week low yesterday. I finally positioned myself - check out my article on @SeekingAlpha to find out why and how I'm buying $PR stock. I also discuss $PR's full-year [----] results. https://seekingalpha.com/article/4764983-permian-resources-stock-craters-why-and-how-im-buying https://seekingalpha.com/article/4764983-permian-resources-stock-craters-why-and-how-im-buying" [X Link](https://x.com/DVI_Investing/status/1897425929493717438) 2025-03-05T23:16Z [---] followers, [---] engagements "While I'm certainly not an aggressive buyer I do think a case can be made for $TGT stock being an increasingly compelling value investment. Here's my latest update published today on @SeekingAlpha: https://seekingalpha.com/article/4765695-why-i-moved-target-stock-to-my-buy-list-after-2024-earnings https://seekingalpha.com/article/4765695-why-i-moved-target-stock-to-my-buy-list-after-2024-earnings" [X Link](https://x.com/DVI_Investing/status/1898185800912720097) 2025-03-08T01:35Z [---] followers, [--] engagements "In my latest article I give a macro update amid renewed tariff-related threats and the high economic uncertainty - with a focus on the banking industry. I also share two recent trades in the sector Stocks mentioned: $JPM $BAC $C $WFC $USB $OZK https://seekingalpha.com/article/4767654-trump-shakes-bank-stocks-what-investors-need-to-know https://seekingalpha.com/article/4767654-trump-shakes-bank-stocks-what-investors-need-to-know" [X Link](https://x.com/DVI_Investing/status/1900666901141090337) 2025-03-14T21:54Z [---] followers, [---] engagements "Underfollowed CRE specialized bank $OZK is back at what I believe is a great value for money. In my latest article I discuss the bank's [----] results and share my strategy regarding $OZK stock in a volatile 2025: https://seekingalpha.com/article/4768688-bank-ozk-a-buy-after-another-strong-year-heres-my-strategy https://seekingalpha.com/article/4768688-bank-ozk-a-buy-after-another-strong-year-heres-my-strategy" [X Link](https://x.com/DVI_Investing/status/1902493726057914568) 2025-03-19T22:53Z [---] followers, [---] engagements "I took a fresh look at $JNJ's former consumer health business $KVUE after the [----] earnings release. Considering the sharp run up I am not curren" [X Link](https://x.com/DVI_Investing/status/1905361243029778710) 2025-03-27T20:48Z [---] followers, [--] engagements "I took a close look at Kenvue (ex $JNJ consumer health) after the [----] earnings release explaining why I am not currently a buyer. However I also explain my options-based strategy for $KVUE which I believe can generate meaningful incremental returns. https://seekingalpha.com/article/4770095-kenvue-how-to-profit-strongly-despite-elusive-upside https://seekingalpha.com/article/4770095-kenvue-how-to-profit-strongly-despite-elusive-upside" [X Link](https://x.com/DVI_Investing/status/1905362149712470236) 2025-03-27T20:51Z [---] followers, [---] engagements "$CME the derivatives powerhouse delivered another strong year of results. In my update I explain why I do not intend to sell my position despite the elevated valuation and why I am not even considering a covered call strategy at this time. https://seekingalpha.com/article/4770831-cme-group-at-a-new-all-time-high-valuation-concerns-justified https://seekingalpha.com/article/4770831-cme-group-at-a-new-all-time-high-valuation-concerns-justified" [X Link](https://x.com/DVI_Investing/status/1905374480035148136) 2025-03-27T21:40Z [---] followers, [--] engagements "$BA and $NOC are the two remaining competitors for the Navy's F/A-XX program. Here are my thoughts on why Northrop Grumman could be the winner but why I still chose not to include the associated cash flows in my valuation assessment. https://seekingalpha.com/article/4771907-weighing-northrop-grumman-as-the-fa-xx-program-winner-rating-downgrade https://seekingalpha.com/article/4771907-weighing-northrop-grumman-as-the-fa-xx-program-winner-rating-downgrade" [X Link](https://x.com/DVI_Investing/status/1906829856450793877) 2025-03-31T22:03Z [---] followers, [----] engagements "Trump Tariffs Drama: Staples Companies To The Rescue I take a look at the consumer staples sector exploring relevant stocks as portfolio hedges and identifying pockets of value alongside risky rationales $PG $CL $PEP $KO $GIS $MO $BTI $BF.B $PM $DEO https://seekingalpha.com/article/4772885-trump-tariffs-drama-staples-companies-to-the-rescue https://seekingalpha.com/article/4772885-trump-tariffs-drama-staples-companies-to-the-rescue" [X Link](https://x.com/DVI_Investing/status/1907902515779391497) 2025-04-03T21:06Z [---] followers, [---] engagements "Investing in banks amid the current uncertainty is clearly a contrarian move. However in a diversified portfolio and an exposure to the sector of just around 3% I feel confident adding to $USB - here's my update after Q1 results: https://seekingalpha.com/article/4775648-us-bancorp-reassuring-q1-results-make-me-look-beyond-tariff-woes https://seekingalpha.com/article/4775648-us-bancorp-reassuring-q1-results-make-me-look-beyond-tariff-woes" [X Link](https://x.com/DVI_Investing/status/1913505828855812330) 2025-04-19T08:11Z [---] followers, [--] engagements ". likewise I like Truist Financial Corp. $TFC at these levels. Certainly riskier than $USB but also potentially a higher reward: https://seekingalpha.com/article/4775988-truist-financial-q1-earnings-valuation-prompt-rating-upgrade https://seekingalpha.com/article/4775988-truist-financial-q1-earnings-valuation-prompt-rating-upgrade" [X Link](https://x.com/DVI_Investing/status/1913506058204570067) 2025-04-19T08:12Z [---] followers, [--] engagements "Apologies for the late update here on X. Earlier this week I published an update after $RTX Q1 report which sent shares down 10% in an initial reaction. I explain why my investment thesis remains intact but why I will not be adding to my position. https://seekingalpha.com/article/4776943-think-twice-before-buying-into-rtx-corps-q1-earnings-dip-rating-downgrade https://seekingalpha.com/article/4776943-think-twice-before-buying-into-rtx-corps-q1-earnings-dip-rating-downgrade" [X Link](https://x.com/DVI_Investing/status/1915499152299221036) 2025-04-24T20:12Z [---] followers, [--] engagements "And another earnings update this week - Philipp Morris published their Q1 report yesterday. Why I remain long $PM despite what looks like unsustainable short-term gains: https://seekingalpha.com/article/4777219-philip-morris-goes-boom-again-now-what https://seekingalpha.com/article/4777219-philip-morris-goes-boom-again-now-what" [X Link](https://x.com/DVI_Investing/status/1915504876131361098) 2025-04-24T20:35Z [---] followers, [--] engagements "Last week $RTX Corp. pointed to a fairly significant potential impact of tariffs. In my latest article I examine whether Lockheed Martin Corporation or L3Harris Technologies is better positioned in terms of tariff-related risks. $LMT $LHX https://seekingalpha.com/article/4778775-lockheed-martin-l3harris-one-is-better-positioned-navigate-tariffs https://seekingalpha.com/article/4778775-lockheed-martin-l3harris-one-is-better-positioned-navigate-tariffs" [X Link](https://x.com/DVI_Investing/status/1916948546105811286) 2025-04-28T20:12Z [---] followers, [---] engagements "After a long time I published a new article on @SeekingAlpha. Here's my Q2 earnings update for $PM. It's currently my largest position and I maintain my conviction for $PM's growth prospects. https://seekingalpha.com/article/4803082-philip-morris-q2-earnings-review-and-an-unexpected-tailwind https://seekingalpha.com/article/4803082-philip-morris-q2-earnings-review-and-an-unexpected-tailwind" [X Link](https://x.com/DVI_Investing/status/1948109509748048245) 2025-07-23T19:54Z [---] followers, [---] engagements "@gnufs Good point on both modernization/maintenance and geographic sales. Not a good sign sadly I don't like it when management changes reporting depth. Also the way they communicated how good $OTIS performed in Q2 excluding China was telling" [X Link](https://x.com/DVI_Investing/status/1948135947868029026) 2025-07-23T21:39Z [---] followers, [---] engagements "Honeywell's Q2 earnings weren't digested well by the market. I've written a review on @SeekingAlpha in which I share why the results weren't really that bad but why I'm still cautious about $HON: https://seekingalpha.com/article/4804210-honeywell-a-solid-q2-with-a-caveat https://seekingalpha.com/article/4804210-honeywell-a-solid-q2-with-a-caveat" [X Link](https://x.com/DVI_Investing/status/1948641703952363783) 2025-07-25T07:09Z [---] followers, [--] engagements "Altria: Why I am not trimming my top [--] position despite the pretty sharp increase in recent months: $MO $PM $BTI https://seekingalpha.com/article/4816074-altria-why-i-am-not-trimming-my-top-3-position https://seekingalpha.com/article/4816074-altria-why-i-am-not-trimming-my-top-3-position" [X Link](https://x.com/DVI_Investing/status/1958982790017417366) 2025-08-22T20:01Z [---] followers, [---] engagements "Home Depot Vs. Lowe's Companies: Contemplating Selling One In Favor Of The Other $HD $LOW https://seekingalpha.com/article/4816496-home-depot-vs-lowes-contemplating-selling-1-in-favor-of-the-other https://seekingalpha.com/article/4816496-home-depot-vs-lowes-contemplating-selling-1-in-favor-of-the-other" [X Link](https://x.com/DVI_Investing/status/1960089541777494261) 2025-08-25T21:18Z [---] followers, [--] engagements "$MCK - Duration: The Time Bomb In Your Portfolio - McKesson And PayPal In Focus https://seekingalpha.com/article/4545363-duration-time-bomb-in-your-portfoliosource=tweet https://seekingalpha.com/article/4545363-duration-time-bomb-in-your-portfoliosource=tweet" [X Link](https://x.com/DVI_Investing/status/1579192102042632192) 2022-10-09T19:28Z [---] followers, [--] engagements "@Aktapus @European_DGI $UL declares its dividend in Euros what you are seeing is the depreciation of the Euro versus the U.S. dollar. $UL did not cut the dividend: https://www.unilever.com/investors/shareholder-centre/dividend-history/ https://www.unilever.com/investors/shareholder-centre/dividend-history/" [X Link](https://x.com/DVI_Investing/status/1587878705833336832) 2022-11-02T18:45Z [---] followers, [--] engagements "After the bomb dropped by $LUMN it is worth taking a look at the dividend safety of cyclical consumer durables manufacturer Leggett & Platt $LEG: https://seekingalpha.com/article/4552672-leggett-platt-q3-earnings-dividend-cut-or-safesource=tweet https://seekingalpha.com/article/4552672-leggett-platt-q3-earnings-dividend-cut-or-safesource=tweet" [X Link](https://x.com/DVI_Investing/status/1588294730642620416) 2022-11-03T22:19Z [---] followers, [--] engagements "In this article which got published on Seeking Alpha today I do a deep dive into the British American Tobacco's full-year earnings and discuss the stake of secretive investor Kenneth Dart: $BTAFF $BTI - British American Tobacco: Mind The Vulture https://seekingalpha.com/article/4597184-british-american-tobacco-mind-the-vulturesource=tweet https://seekingalpha.com/article/4597184-british-american-tobacco-mind-the-vulturesource=tweet" [X Link](https://x.com/DVI_Investing/status/1651591021870870528) 2023-04-27T14:15Z [---] followers, [---] engagements "It's really motivating to see that a contributor with a still modest following like myself can also make it on the "Trending Analysis" page @SeekingAlpha once in a while Feel free to check out my latest article on British American Tobacco $BTI $BTAFF" [X Link](https://x.com/DVI_Investing/status/1651919164083191808) 2023-04-28T11:59Z [---] followers, [---] engagements "Halma is one of those companies that I'm sure you're kicking yourself for not having heard of [--] or [--] years ago - check out my latest article on @SeekingAlpha $HALMY $HLMAF - Halma Stock: What Happened During The Great #recession https://seekingalpha.com/article/4598615-halma-stock-what-happened-during-the-great-recessionsource=tweet https://seekingalpha.com/article/4598615-halma-stock-what-happened-during-the-great-recessionsource=tweet" [X Link](https://x.com/DVI_Investing/status/1653153795495325698) 2023-05-01T21:45Z [---] followers, [----] engagements "Check out my latest article published on @SeekingAlpha: $LHX - L3Harris: The Missing Narrative Tailwind https://seekingalpha.com/article/4610594-l3harris-the-missing-narrative-tailwindsource=tweet https://seekingalpha.com/article/4610594-l3harris-the-missing-narrative-tailwindsource=tweet" [X Link](https://x.com/DVI_Investing/status/1667226860294381573) 2023-06-09T17:47Z [---] followers, [---] engagements "Feel free to check out my latest article on @SeekingAlpha in which I take a close look at troubled business services provider Teleperformance SE Teleperformance Stock: Not As Cheap As You Might Think $TLPFF $TLPFY #stockstowatch https://seekingalpha.com/article/4652239-teleperformance-stock-not-as-cheap-as-you-might-thinksource=tweet https://seekingalpha.com/article/4652239-teleperformance-stock-not-as-cheap-as-you-might-thinksource=tweet" [X Link](https://x.com/DVI_Investing/status/1725195976879538317) 2023-11-16T16:55Z [---] followers, [--] engagements "In my latest article on @SeekingAlpha I share [--] reason why I stay the course with dividend stocks despite the currently highly tempting bond yields. @SeekingAlpha $BTI $BTAFF $JNJ $PM $MO $HLMAF $HALMY $PG $PEP https://seekingalpha.com/article/4654107-3-reasons-you-should-stay-the-course-with-dividend-stockssource=tweet https://seekingalpha.com/article/4654107-3-reasons-you-should-stay-the-course-with-dividend-stockssource=tweet" [X Link](https://x.com/DVI_Investing/status/1728467299399569898) 2023-11-25T17:34Z [---] followers, [---] engagements "In my latest article on @SeekingAlpha I approach Big Tobacco stocks from a different angle: British American Altria And Philip Morris - Which One Stands Out As The Weakest $BTI $BTAFF $MO $PM https://seekingalpha.com/article/4655475-british-american-altria-and-philip-morris-which-one-stands-out-as-weakestsource=tweet https://seekingalpha.com/article/4655475-british-american-altria-and-philip-morris-which-one-stands-out-as-weakestsource=tweet" [X Link](https://x.com/DVI_Investing/status/1730728717607895118) 2023-12-01T23:20Z [---] followers, [---] engagements "In my latest article on @SeekingAlpha I evaluate the impact of Cigna's $10 billion buyback program - both on shareholder returns and the balance sheet. $CI - Cigna: What To Make Of The $10 Billion Buyback Bomb https://seekingalpha.com/article/4657313-cigna-what-to-make-of-the-10-billion-buyback-bombsource=tweet https://seekingalpha.com/article/4657313-cigna-what-to-make-of-the-10-billion-buyback-bombsource=tweet" [X Link](https://x.com/DVI_Investing/status/1734340193887613397) 2023-12-11T22:31Z [---] followers, [--] engagements "Fellow $BTI / $BTAFF investors - vulture investor Kenneth Dart added to his already sizable stake after last Wednesday's drop - by 13.5%. He now owns [---] million shares (10% of total shares outstanding) I addressed his stake in my April [----] article: https://seekingalpha.com/article/4597184-british-american-tobacco-mind-the-vulture https://seekingalpha.com/article/4597184-british-american-tobacco-mind-the-vulture" [X Link](https://x.com/DVI_Investing/status/1734899894643499497) 2023-12-13T11:35Z [---] followers, [---] engagements "After almost two years I published an update on Henkel stock on @SeekingAlpha explaining why I sold my preferred shares. $HELKF $HENKY $HENOY https://seekingalpha.com/article/4670235-henkel-why-its-time-to-sell-the-preferred-sharessource=tweet https://seekingalpha.com/article/4670235-henkel-why-its-time-to-sell-the-preferred-sharessource=tweet" [X Link](https://x.com/DVI_Investing/status/1757864442719608871) 2024-02-14T20:28Z [---] followers, [--] engagements "$CI - Cigna: Time To Sell The Stock After A 50% Return No Here's Why https://seekingalpha.com/article/4682872-cigna-stock-time-to-sell-after-50-percent-return-no-whysource=tweet https://seekingalpha.com/article/4682872-cigna-stock-time-to-sell-after-50-percent-return-no-whysource=tweet" [X Link](https://x.com/DVI_Investing/status/1777779862192742808) 2024-04-09T19:25Z [---] followers, [--] engagements "I didn't get around to post my last @SeekingAlpha articles here on X so here goes: Why I recently added Teleperformance stock to my portfolio: #StocksToBuy $TLPFF $TLPFY $TEP.PA https://seekingalpha.com/article/4684901-teleperformance-this-hidden-anti-ai-stock-is-now-a-strong-buy https://seekingalpha.com/article/4684901-teleperformance-this-hidden-anti-ai-stock-is-now-a-strong-buy" [X Link](https://x.com/DVI_Investing/status/1782834086152724891) 2024-04-23T18:09Z [---] followers, [---] engagements "It's been a while since my last coverage of a tobacco stock. In this update on @SeekingAlpha I take a fresh look at the most unpopular in an already broadly shunned sector - Imperial Brands p.l.c. $IMBBY $IMBBF https://seekingalpha.com/article/4694103-imperial-brands-half-year-earnings-winning-through-losing https://seekingalpha.com/article/4694103-imperial-brands-half-year-earnings-winning-through-losing" [X Link](https://x.com/DVI_Investing/status/1791593806757859759) 2024-05-17T22:17Z [---] followers, [--] engagements "The Hershey Company without doubt is a wonderful company. In my latest article on @SeekingAlpha I share why I beleive it is worth paying up for quality here: Disc.: I opened a starting position in $HSY stock a few days ago. https://seekingalpha.com/article/4697055-hershey-three-and-a-half-reasons-why-i-just-added-it-to-my-portfolio https://seekingalpha.com/article/4697055-hershey-three-and-a-half-reasons-why-i-just-added-it-to-my-portfolio" [X Link](https://x.com/DVI_Investing/status/1797635152392413266) 2024-06-03T14:23Z [---] followers, [---] engagements "@Benif_ch @everydaynorminv @SeekingAlpha I think quality prevails and I am therefore happy to see the progress re. premiumization in $BF.B's portfolio. That said tastes change and with that the near-term growth prospects of concentrated brand portfolios. I therefore own broadly diversified $DGEAF" [X Link](https://x.com/DVI_Investing/status/1800286219537961350) 2024-06-10T21:57Z [---] followers, [---] engagements "The FTC report on Pharmacy Benefit Managers and recent media coverage suggest the environment is getting increasingly difficult for $CI $UNH and $CVS. Feel free to check out my latest note on @SeekingAlpha whether it's indeed game over for PBMs. https://seekingalpha.com/article/4703764-cigna-game-over-for-pbms https://seekingalpha.com/article/4703764-cigna-game-over-for-pbms" [X Link](https://x.com/DVI_Investing/status/1811887603962044436) 2024-07-12T22:17Z [---] followers, [---] engagements "Is Reckitt stock a "Bayer 2.0" in terms of litigation risk The market certainly behaves like it is - $RBGLY is down more than 30% in two years. I am willing to take the contrarian position as I outline in my latest article on @SeekingAlpha $RBGPF https://seekingalpha.com/article/4712901-reckitt-the-bayer-2-0-opportunity-has-arrived https://seekingalpha.com/article/4712901-reckitt-the-bayer-2-0-opportunity-has-arrived" [X Link](https://x.com/DVI_Investing/status/1822085539593388325) 2024-08-10T01:40Z [---] followers, [---] engagements "Sentiment for Teleperformance stock took another hit when significant leadership changes were announced. Read my take on the news on @SeekingAlpha and why I view $TLPFY as a compelling deep value opportunity with a sizable margin of safety. https://seekingalpha.com/article/4724177-teleperformance-stock-counterintuitive-deep-value-play https://seekingalpha.com/article/4724177-teleperformance-stock-counterintuitive-deep-value-play" [X Link](https://x.com/DVI_Investing/status/1840756522671821192) 2024-09-30T14:12Z [---] followers, [---] engagements "High-quality utility WEC Energy Group will report its Q3 earnings on Thursday. Considering the sharp rebound over the last few months it's a good time to reasses. Here are [--] reasons why I will not lock in profits and intend to keep $WEC long-term: https://seekingalpha.com/article/4730159-wec-energy-reasons-why-stock-isnt-sell-going-into-q3-earnings https://seekingalpha.com/article/4730159-wec-energy-reasons-why-stock-isnt-sell-going-into-q3-earnings" [X Link](https://x.com/DVI_Investing/status/1851348595930513478) 2024-10-29T19:41Z [---] followers, [--] engagements "British American Tobacco: Trump Donation Making Vaping Great Again Check out my latest article on @SeekingAlpha: $BTI $BTAFF https://seekingalpha.com/article/4741193-british-american-tobacco-trump-donation-impact-on-vaping-business https://seekingalpha.com/article/4741193-british-american-tobacco-trump-donation-impact-on-vaping-business" [X Link](https://x.com/DVI_Investing/status/1862856074165997843) 2024-11-30T13:47Z [---] followers, [---] engagements "Shale driller $EOG Resources is trading at an increasingly compelling valuation. Here's my investment thesis update and comparison with more or less close peers $APA $HES $CVX and $XOM - published today on @SeekingAlpha: https://seekingalpha.com/article/4745580-eog-resources-stock-nowhere-near-cycle-bottom-why-buying-more https://seekingalpha.com/article/4745580-eog-resources-stock-nowhere-near-cycle-bottom-why-buying-more" [X Link](https://x.com/DVI_Investing/status/1870277833823539421) 2024-12-21T01:19Z [---] followers, [---] engagements "After my update on $EOG I looked into another - quite a bit smaller - O&G company Permian Resources $PR Feel free to check out my latest article on @SeekingAlpha: https://seekingalpha.com/article/4746670-permian-resources-compelling-investment-no-need-to-rush https://seekingalpha.com/article/4746670-permian-resources-compelling-investment-no-need-to-rush" [X Link](https://x.com/DVI_Investing/status/1872982037931671771) 2024-12-28T12:24Z [---] followers, [---] engagements "I wish all my readers and followers a happy healthy and prosperous [----]. Once again I published my - investments-related - New Year's Resolution on @SeekingAlpha . Stocks covered in detail: $CVX $PFE $RBGLY $RBGPF $KO $HSY $PEP https://seekingalpha.com/article/4746921-my-new-years-resolution-for-2025-invest-10000-in-these-6-stocks https://seekingalpha.com/article/4746921-my-new-years-resolution-for-2025-invest-10000-in-these-6-stocks" [X Link](https://x.com/DVI_Investing/status/1873747779073536375) 2024-12-30T15:07Z [---] followers, [---] engagements "In my latest article on @SeekingAlpha I share why I plan to initiate a position in $MDLZ stock - despite already owning $HSY: https://seekingalpha.com/article/4748738-why-owning-mondelez-stock-makes-sense-hershey-shareholder https://seekingalpha.com/article/4748738-why-owning-mondelez-stock-makes-sense-hershey-shareholder" [X Link](https://x.com/DVI_Investing/status/1877815339506884958) 2025-01-10T20:30Z [---] followers, [---] engagements "My thoughts on Honeywell's performance in [----] and the planned separation - feel free to check out my article on @SeekingAlpha $HON https://seekingalpha.com/article/4756083-reckoning-with-reality-honeywell-2024-earnings-strategic-missteps https://seekingalpha.com/article/4756083-reckoning-with-reality-honeywell-2024-earnings-strategic-missteps" [X Link](https://x.com/DVI_Investing/status/1889812016631845185) 2025-02-12T23:01Z [---] followers, [--] engagements "Why it's important to focus on quality (but also on valuation): Pest control businesses Rentokil Initial and Rollins compared - feel free to check out my analysis on @SeekingAlpha $ROL $RTO $RKLIF https://seekingalpha.com/article/4756992-why-rollins-could-be-rentokils-biggest-threat-in-the-us https://seekingalpha.com/article/4756992-why-rollins-could-be-rentokils-biggest-threat-in-the-us" [X Link](https://x.com/DVI_Investing/status/1889812556828840100) 2025-02-12T23:03Z [---] followers, [---] engagements "After having waited patiently for two years I believe Jack Daniel's maker Brown-Forman stock has become a buy. Here's my valuation update and buying strategy published yesterday on @SeekingAlpha: $BF.A $BF.B https://seekingalpha.com/article/4758504-brown-forman-caught-in-the-perfect-storm-finally-a-buy-rating-upgrade https://seekingalpha.com/article/4758504-brown-forman-caught-in-the-perfect-storm-finally-a-buy-rating-upgrade" [X Link](https://x.com/DVI_Investing/status/1890729132348047585) 2025-02-15T11:45Z [---] followers, [---] engagements "Amid DOGE worries defense company L3Harris Technologies returned to buy terrain. I published my [----] earnings analysis and valuation update today. In fact however I believe the entire sector has become pretty compelling: $RTX $LMT $GD $NOC $LHX https://seekingalpha.com/article/4760037-l3harris-technologies-back-in-the-buy-zone-amid-doge-woes-rating-upgrade https://seekingalpha.com/article/4760037-l3harris-technologies-back-in-the-buy-zone-amid-doge-woes-rating-upgrade" [X Link](https://x.com/DVI_Investing/status/1892704433265410058) 2025-02-20T22:34Z [---] followers, [---] engagements "Utility Southern Company reported [----] results on Thursday. Check out my update on @SeekingAlpha to find out why I continue to hold despite a pretty lofty valuation (P/E 21) $SO #StocksToWatch https://seekingalpha.com/article/4760686-southern-company-strong-2024-earnings-reinforce-confidence-in-the-investment https://seekingalpha.com/article/4760686-southern-company-strong-2024-earnings-reinforce-confidence-in-the-investment" [X Link](https://x.com/DVI_Investing/status/1893115025176289643) 2025-02-22T01:46Z [---] followers, [--] engagements "French business process outsourcing leader Teleperformance is back in the doldrums after the [----] earnings release. In my update I share why $TEP starts to remind me of tobacco companies in [----] and why I plan to buy more shares. $TLPFY $IMBBY $MO $BTI https://seekingalpha.com/article/4763388-teleperformance-stock-undercovered-underappreciated-why-remains-strong-buy https://seekingalpha.com/article/4763388-teleperformance-stock-undercovered-underappreciated-why-remains-strong-buy" [X Link](https://x.com/DVI_Investing/status/1895671737498681630) 2025-03-01T03:05Z [---] followers, [---] engagements "Artisan Partners Asset Management: An Underfollowed Investment management firm with a compelling return potential. Here's my reflection after owning $APAM stock for three years (18% annualized incl. dividends): https://seekingalpha.com/article/4766522-artisan-partners-still-a-worthwhile-investment-in-2025 https://seekingalpha.com/article/4766522-artisan-partners-still-a-worthwhile-investment-in-2025" [X Link](https://x.com/DVI_Investing/status/1899603231203840468) 2025-03-11T23:27Z [---] followers, [---] engagements "My first article on @SeekingAlpha in almost a month - my take on HP Inc.'s second quarter fiscal [----] earnings. Definitely on my radar but I'd like to approach it via put options at a higher volatility. $HPQ https://seekingalpha.com/article/4791179-hp-inc-q2-earnings-why-not-buying-hpq-stock-after-dip https://seekingalpha.com/article/4791179-hp-inc-q2-earnings-why-not-buying-hpq-stock-after-dip" [X Link](https://x.com/DVI_Investing/status/1929695578734448688) 2025-06-03T00:24Z [---] followers, [--] engagements "Here's an update after Brown-Forman's Q1 FY2026 results yesterday: $BF.A $BF.B https://seekingalpha.com/article/4817874-do-brown-forman-q1-earnings-justify-re-entering-the-stock https://seekingalpha.com/article/4817874-do-brown-forman-q1-earnings-justify-re-entering-the-stock" [X Link](https://x.com/DVI_Investing/status/1961475085853704412) 2025-08-29T17:04Z [---] followers, [---] engagements "And I almost forgot - a fresh view on HP Inc. after its Q3 earnings report: $HPQ https://seekingalpha.com/article/4817348-hp-q3-earnings-solid-performance-difficult-environment-rating-upgrade https://seekingalpha.com/article/4817348-hp-q3-earnings-solid-performance-difficult-environment-rating-upgrade" [X Link](https://x.com/DVI_Investing/status/1961476002988585375) 2025-08-29T17:08Z [---] followers, [---] engagements "My two latest articles on @SeekingAlpha - better late than never: Firstly an update on Universal Corp. $UVV the world's leading tobacco supplier and why I don't own it (unlike Big Tobacco $PM $BTI $MO $IMBBY): https://seekingalpha.com/article/4819936-dont-buy-universal-corp-just-because-of-the-dividends https://seekingalpha.com/article/4819936-dont-buy-universal-corp-just-because-of-the-dividends" [X Link](https://x.com/DVI_Investing/status/1968029114520264969) 2025-09-16T19:07Z [---] followers, [---] engagements "What [----] Taught Us About U.S. Banks: Insights For A Surprising [----] $JPM $BAC $C $WFC $USB $KBE $KBWB $XLF https://seekingalpha.com/article/4861137-what-2025-taught-us-about-us-banks-insights-for-surprising-2026 https://seekingalpha.com/article/4861137-what-2025-taught-us-about-us-banks-insights-for-surprising-2026" [X Link](https://x.com/DVI_Investing/status/2013661616777109930) 2026-01-20T17:15Z [---] followers, [--] engagements "Rentokil Initial is an extremely interesting business which I'd love to own. Check out my latest article on @SeekingAlpha in which I explain why I didn't buy $RTO stock despite the solid dividend track record and undoubtably strong moat: https://seekingalpha.com/article/4698116-rentokil-initial-what-bugs-me https://seekingalpha.com/article/4698116-rentokil-initial-what-bugs-me" [X Link](https://x.com/DVI_Investing/status/1799345998466281933) 2024-06-08T07:41Z [---] followers, [---] engagements "My first update in a long time on German company Henkel AG & Co. KGaA after [----] full year results. Despite a somewhat weak outlook and the rather obvious political issues and uncertainty I am thinking of re-initiating a position. $HENKY $HENOY https://seekingalpha.com/article/4779780-henkel-which-share-class-to-buy-amid-the-selloff https://seekingalpha.com/article/4779780-henkel-which-share-class-to-buy-amid-the-selloff" [X Link](https://x.com/DVI_Investing/status/1917978440893919264) 2025-05-01T16:24Z [---] followers, [----] engagements "My latest article on @SeekingAlpha Organon: Critical Assessment Of The Audit Committee Investigation Results $ OGN https://seekingalpha.com/article/4834668-organon-critical-assessment-of-the-audit-committee-investigation-results https://seekingalpha.com/article/4834668-organon-critical-assessment-of-the-audit-committee-investigation-results" [X Link](https://x.com/DVI_Investing/status/1983635847418409325) 2025-10-29T20:43Z [---] followers, [---] engagements "WEC Energy Q3 Earnings: Keeping The Long-Term Mindset $WEC @SeekingAlpha https://seekingalpha.com/article/4843780-wec-energy-q3-earnings-keeping-the-long-term-mindset https://seekingalpha.com/article/4843780-wec-energy-q3-earnings-keeping-the-long-term-mindset" [X Link](https://x.com/anyuser/status/1990896175944179845) 2025-11-18T21:33Z [---] followers, [--] engagements "Trump's $1.5T mega defense budget proposal really a major tailwind for Northrop Grumman and other defense contractors $NOC $LMT $RTX $LHX $GD https://seekingalpha.com/article/4858239-northrop-grumman-stock-be-careful-chasing-1-5-trillion-defense-budget-news https://seekingalpha.com/article/4858239-northrop-grumman-stock-be-careful-chasing-1-5-trillion-defense-budget-news" [X Link](https://x.com/anyuser/status/2009655807806484740) 2026-01-09T15:57Z [---] followers, [--] engagements "Why Lockheed Martin's Stock Run-Up Doesn't Scare Me Going Into Earnings You can read the article for free if you use the link below: $LMT $RTX $LHX https://seekingalpha.com/article/4862651gt=49d601c773a26563 https://seekingalpha.com/article/4862651gt=49d601c773a26563" [X Link](https://x.com/anyuser/status/2015852241245155750) 2026-01-26T18:20Z [---] followers, [--] engagements "In my latest article on @SeekingAlpha I review Q4 and full year [----] earnings of WEC Energy Group Inc. and my stance on $WEC stock going forward. I also reveal a hotly debated utility and explain my cautiously bullish approach. https://seekingalpha.com/article/4757430-aes-a-contrarian-idea-amid-wec-energys-solid-2024-earnings https://seekingalpha.com/article/4757430-aes-a-contrarian-idea-amid-wec-energys-solid-2024-earnings" [X Link](https://x.com/DVI_Investing/status/1890141401821983174) 2025-02-13T20:50Z [---] followers, [--] engagements "Este Lauder is certainly not without risks. But after waiting for more than two years I believe that Este Lauder is now at under $60 worth a starter position in my portfolio alongside L'Oral: $EL $LRLCY $LRLCF https://seekingalpha.com/article/4775545-estee-lauder-caught-in-a-perfect-storm-why-im-buying https://seekingalpha.com/article/4775545-estee-lauder-caught-in-a-perfect-storm-why-im-buying" [X Link](https://x.com/DVI_Investing/status/1913359164828434807) 2025-04-18T22:29Z [---] followers, [---] engagements "Here's a brief update on homebuilder Lennar Corp. after Q3 FY2024 earnings which was published on @SeekingAlpha on the weekend: https://seekingalpha.com/article/4722510-lennar-stock-sell-after-disappointing-q3-earnings-and-changing-environment https://seekingalpha.com/article/4722510-lennar-stock-sell-after-disappointing-q3-earnings-and-changing-environment" [X Link](https://x.com/DVI_Investing/status/1838128091664715813) 2024-09-23T08:07Z [---] followers, [---] engagements "Feel free to check out my deep dive into U.S. foodservices leader Sysco Corp. which I put on my watch list after my due diligence. $SYY #stockstowatch @SeekingAlpha https://seekingalpha.com/article/4729475-is-sysco-stock-good-buy-heading-into-q1-earnings https://seekingalpha.com/article/4729475-is-sysco-stock-good-buy-heading-into-q1-earnings" [X Link](https://x.com/DVI_Investing/status/1850195805442920871) 2024-10-26T15:20Z [---] followers, [--] engagements ". and secondly - an update on Rentokil Initial and what's noteworthy regarding their ongoing turnaround: $RTO $RKLIF https://seekingalpha.com/article/4822619-rentokil-critical-assessment-of-recent-turnaround-successes https://seekingalpha.com/article/4822619-rentokil-critical-assessment-of-recent-turnaround-successes" [X Link](https://x.com/DVI_Investing/status/1968029746924753314) 2025-09-16T19:10Z [---] followers, [---] engagements "After almost doubling in just five months it's time for an update on Organon & Co stock $OGN. Feel free to check out my article on @SeekingAlpha in which I also discuss Q1 earnings and yesterday's $1 billion debt proposal. https://seekingalpha.com/article/4690666-organon-q1-earnings-does-1-billion-debt-offering-signal-trouble https://seekingalpha.com/article/4690666-organon-q1-earnings-does-1-billion-debt-offering-signal-trouble" [X Link](https://x.com/DVI_Investing/status/1788300195471425820) 2024-05-08T20:09Z [---] followers, [---] engagements "Roche's Giredestrant: A Ray Of Hope On A Cloudy Horizon @SeekingAlpha $RHHBY $RHHBF $RHHVF https://seekingalpha.com/article/4825061-roches-giredestrant-ray-hope-cloudy-horizon https://seekingalpha.com/article/4825061-roches-giredestrant-ray-hope-cloudy-horizon" [X Link](https://x.com/anyuser/status/1974627462115184869) 2025-10-05T00:07Z [---] followers, [---] engagements "With banks having reported their Q3 earnings this week I did a brief update on U.S. Bancorp $USB. https://seekingalpha.com/article/4830522-us-bancorp-downgrade-to-hold-despite-a-solid-q3-due-to-share-price-recovery https://seekingalpha.com/article/4830522-us-bancorp-downgrade-to-hold-despite-a-solid-q3-due-to-share-price-recovery" [X Link](https://x.com/anyuser/status/1979321095019991339) 2025-10-17T22:58Z [---] followers, [--] engagements ". and of course also Truist Financial Corp. $TFC: https://seekingalpha.com/article/4830849-truist-financial-q3-results-overall-solid-quarter-reaffirming-investment-thesis https://seekingalpha.com/article/4830849-truist-financial-q3-results-overall-solid-quarter-reaffirming-investment-thesis" [X Link](https://x.com/anyuser/status/1979321228520493307) 2025-10-17T22:58Z [---] followers, [--] engagements "Philip Morris Q3 Earnings: Looking Beyond Another 10% Drop $PM @SeekingAlpha https://seekingalpha.com/article/4831495-philip-morris-q3-earnings-looking-beyond-another-10-percent-drop https://seekingalpha.com/article/4831495-philip-morris-q3-earnings-looking-beyond-another-10-percent-drop" [X Link](https://x.com/anyuser/status/1980760168842305627) 2025-10-21T22:16Z [---] followers, [---] engagements "My latest article on @SeekingAlpha: Honeywell Q3 Earnings: I Avoid Solstice But Look Toward The Aerospace Spinoff $HON https://seekingalpha.com/article/4832718-honeywell-q3-earnings-i-avoid-solstice-but-look-toward-the-aerospace-spinoff https://seekingalpha.com/article/4832718-honeywell-q3-earnings-i-avoid-solstice-but-look-toward-the-aerospace-spinoff" [X Link](https://x.com/anyuser/status/1981775750215725202) 2025-10-24T17:32Z [---] followers, [---] engagements "Campbell's Q1 Earnings Slump: Looking Beyond The High Yield In my latest article I discuss Campbell's fundamentals and why I am avoiding it. FYI - you can read the article without a Seeking Alpha subscription if you use the link below. $CPB https://seekingalpha.com/article/4852013gt=bd4627d7906f4147 https://seekingalpha.com/article/4852013gt=bd4627d7906f4147" [X Link](https://x.com/anyuser/status/1999037172154761581) 2025-12-11T08:42Z [---] followers, [--] engagements "Truist Financial [----] Earnings: Why The $10B Buyback Makes Me Skeptic You can read the article for free (without a subscription) when using the link below. $TFC https://seekingalpha.com/article/4861842gt=ce8afbb99dbe954a https://seekingalpha.com/article/4861842gt=ce8afbb99dbe954a" [X Link](https://x.com/anyuser/status/2014348575568744794) 2026-01-22T14:44Z [---] followers, [--] engagements "What [----] Taught Us About U.S. Banks: Insights For A Surprising [----] You can read the article for free (without a subscription) when using the link below. $JPM $BAC $C $WFC $USB $KBE $KBWB $XLF https://seekingalpha.com/article/4861137gt=41beaaf54a8989f2 https://seekingalpha.com/article/4861137gt=41beaaf54a8989f2" [X Link](https://x.com/anyuser/status/2014348839184998754) 2026-01-22T14:46Z [---] followers, [--] engagements "Altria [----] Earnings: Moving Beyond Smoking Don't Hold Your Breath You can read the article for free on Seeking Alpha if you use the link below. $MO $PM https://seekingalpha.com/article/4864317gt=66bebf0e48e22e2e https://seekingalpha.com/article/4864317gt=66bebf0e48e22e2e" [X Link](https://x.com/anyuser/status/2017279705662033942) 2026-01-30T16:52Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@DVI_Investing Dividend and Value Investor
Dividend and Value Investor posts on X about $mo, $pm, $bti, investment the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [---] +198%
- [--] Month [---] +233%
- [--] Months [-----] -61%
- [--] Year [------] +16%
Mentions: [--] #
- [--] Week [--] +17%
- [--] Month [--] +71%
- [--] Months [--] -15%
- [--] Year [--] -9.20%
Followers: [---] #
- [--] Week [---] no change
- [--] Month [---] -0.38%
- [--] Months [---] +4%
- [--] Year [---] +5.70%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 80% finance 80% cryptocurrencies 18% technology brands 3% financial services 2% countries 2% currencies 1% luxury brands 1%
Social topic influence $mo #22, $pm #19, $bti 10%, investment 9%, link 8%, stocks 8%, $usb 7%, if you 6%, seekingalpha 6%, $lmt 6%
Top accounts mentioned or mentioned by @seekingalpha @europeandgi @dividendtalk @gnufs @aktapus @benifch @everydaynorminv
Top assets mentioned Altria Group Inc (MO) Philip Morris International Inc. (PM) British American Tobacco (BTI) US Bancorp (USB) Limitus (LMT) L3Harris Technologies Inc (LHX) Raytheon Technologies Corp (RTX) Brown-Forman Corporation Class B (BF.B) Truist Financial Corp (TFC) Northrop Grumman Corporation (NOC) ARTISAN PARTNERS ASSET MANAGEMENT INC. (APAM) Bank OZK (OZK) Brown-Forman Corporation Class A (BF.A) General Dynamics Corporation (GD) Basis Cash (BAC) Wells Fargo & Co (WFC) JPMorgan Chase (JPM) PepsiCo, Inc. (PEP) Heroes of NFT (HON) Honeywell International Inc (HON) Cigna Corp (CI) Hershey Co (HSY) WEC Energy Group Inc (WEC) Leggett & Platt, Inc. (LEG) Pfizer, Inc. (PFE) Colgate-Palmolive Company (CL) Permian Resources Corporation Class A Common Stock (PR) Kenvue Inc. (KVUE) Johnson & Johnson (JNJ) Coca-Cola Co (KO) Procter & Gamble (PG) Lockheed Martin Corporation (LMT) EOG Resources Inc (EOG) Convex Finance (CVX) HP Inc (HPQ) AES, Corp. (AES) Somnigroup International Inc. (SGI) T Rowe Price Group Inc (TROW) Franklin Resources, Inc. (BEN) Reserve (RSV) BGC Group, Inc. Class A Common Stock (BGC) Merck & Co., Inc. (MRK) Bristol-Myers Squibb Co (BMY) AbbVie Inc (ABBV) VF Corp (VFC) Huntington Ingalls Industries Inc (HII) Elevance Health Inc (ELV) Target Corporation (TGT) CME Group Inc (CME) Boeing Co (BA)
Top Social Posts
Top posts by engagements in the last [--] hours
"The utility AES Corp. is likely being taken over by $BLK-owned Global Infrastructure Partners. Why I'm not chasing the stock after the announcement: $AES @SeekingAlpha https://seekingalpha.com/article/4827497-aes-corp-be-mindful-of-chasing-stock-after-takeover-news https://seekingalpha.com/article/4827497-aes-corp-be-mindful-of-chasing-stock-after-takeover-news"
X Link 2025-10-05T00:08Z [---] followers, [---] engagements
"On Off . Altria's Q3 Earnings $MO @SeekingAlpha https://seekingalpha.com/article/4835882-altria-a-solid-third-quarter-with-a-catch https://seekingalpha.com/article/4835882-altria-a-solid-third-quarter-with-a-catch"
X Link 2025-10-30T22:57Z [---] followers, [---] engagements
"Artisan Partners Asset Management: Looking Beyond Market-Beating AUM Growth $APAM https://seekingalpha.com/article/4845551-artisan-partners-looking-beyond-market-beating-aum-growth https://seekingalpha.com/article/4845551-artisan-partners-looking-beyond-market-beating-aum-growth"
X Link 2025-11-20T09:27Z [---] followers, [---] engagements
"Somnigroup voiced interest in acquiring Leggett & Platt in an all-stock deal. Is it a lifeline thrown towards a company facing an existential threat No I see the $12 bid as a slap in the face: $LEG $SGI @SeekingAlpha https://seekingalpha.com/article/4849711-somnigroup-offer-lifeline-leggett-shareholders-slap-face https://seekingalpha.com/article/4849711-somnigroup-offer-lifeline-leggett-shareholders-slap-face"
X Link 2025-12-03T21:15Z [---] followers, [---] engagements
"Artisan Partners [----] Earnings Review: Reassuring Performance Despite Ongoing Outflows You can read the article for free on Seeking Alpha if you use the link below. $APAM $TROW $BEN https://seekingalpha.com/article/4866423gt=19f5a2a9ec7b474c https://seekingalpha.com/article/4866423gt=19f5a2a9ec7b474c"
X Link 2026-02-05T16:10Z [---] followers, [--] engagements
"Philip Morris International Inc.: Assessing The [----] Results In View Of The Premium Valuation You can read the article for free on Seeking Alpha if you use the link below. $PM $MO https://seekingalpha.com/article/4867705gt=5af8b2dad2700235 https://seekingalpha.com/article/4867705gt=5af8b2dad2700235"
X Link 2026-02-09T17:41Z [---] followers, [--] engagements
"British American Tobacco [----] Earnings: Battleground United States A discussion of $BTI's [----] results with an emphasis on its spectacular performance in the nicotine pouch category. You can read the article for free if you use the link below. $PM $MO https://seekingalpha.com/article/4870293gt=0fa6eefc47fe853a https://seekingalpha.com/article/4870293gt=0fa6eefc47fe853a"
X Link 2026-02-13T23:10Z [---] followers, [---] engagements
"Tobacco major $MO has returned almost 50% YTD and held on to these gains despite risks associated with the appointment of RFK Jr. In my latest analysis on @SeekingAlpha I highlight why RFK Jr.'s appointment could be a net positive for Altria Group: https://seekingalpha.com/article/4739492-altria-stock-unexpected-tailwind-of-an-rfk-jr-nomination https://seekingalpha.com/article/4739492-altria-stock-unexpected-tailwind-of-an-rfk-jr-nomination"
X Link 2024-11-22T19:14Z [---] followers, [---] engagements
"@DividendTalk_ Enjoyed your latest episode as always Concerning your thoughts on consistent dividend growers in the banking space @European_DGI - check out Bank $OZK. I wrote about it on @SeekingAlpha here's a link to my article without the paywall: https://seekingalpha.com/article/4716798gt=60076264fdbe711d https://seekingalpha.com/article/4716798gt=60076264fdbe711d"
X Link 2024-12-02T16:24Z [---] followers, [---] engagements
"In my latest article on tobacco companies I discuss $UVV's NYSE non-compliance notice. While I don't see the news as a reason to sell UVV I still consider it a poor investment - and there's one metric that could hint a decline in investor confidence. https://seekingalpha.com/article/4741522-avoid-universal-corp-stock-looking-beyond-recent-nyse-non-compliance-notice https://seekingalpha.com/article/4741522-avoid-universal-corp-stock-looking-beyond-recent-nyse-non-compliance-notice"
X Link 2024-12-02T18:53Z [---] followers, [--] engagements
"Archer-Daniels-Midlands: Could the accounting problems have been foreseen by applying simple forensic tests Check out my educational article using $ADM as a case study on @SeekingAlpha - my 18th Editor's Pick so far this year: https://seekingalpha.com/article/4742074-archer-daniels-midland-did-simple-forensic-tests-trigger-an-early-warning https://seekingalpha.com/article/4742074-archer-daniels-midland-did-simple-forensic-tests-trigger-an-early-warning"
X Link 2024-12-04T20:15Z [---] followers, [---] engagements
"Brown-Forman Corp: The company behind Woodford Reserve Old Forerster and of course Jack Daniel's is climbing up on my watch list. Here's my take on the company H1 FY2025 results: $BF.A $BF.B https://seekingalpha.com/article/4742633-why-solid-earnings-moved-brown-forman-stock-up-on-my-watch-list https://seekingalpha.com/article/4742633-why-solid-earnings-moved-brown-forman-stock-up-on-my-watch-list"
X Link 2024-12-06T22:28Z [---] followers, [---] engagements
"Leading exchange operator $CME Group is facing competiton in its monopolistic U.S. Treasury futures business from FMX which is owned by Howard Lutnik's $BGC Group. Are there signs that CME's dominance is challenged by now operational FMX https://seekingalpha.com/article/4744171-cme-group-dominance-challenged-by-now-operational-fmx https://seekingalpha.com/article/4744171-cme-group-dominance-challenged-by-now-operational-fmx"
X Link 2024-12-13T23:30Z [---] followers, [---] engagements
"Amid the potential confirmation of Robert F Kennedy Jr. as HHS Secretary I have published an update on concentration risks in several Big Pharma companies on @SeekingAlpha Stocks covered: $PFE $AMGN $GILD $ABBV $BMY $MRK https://seekingalpha.com/article/4746523-pjp-big-pharma-concentration-risks-amid-looming-confirmation-of-rfk-jr https://seekingalpha.com/article/4746523-pjp-big-pharma-concentration-risks-amid-looming-confirmation-of-rfk-jr"
X Link 2024-12-26T17:12Z [---] followers, [---] engagements
"I just published an update on U.S. Bancorp including: - full year [----] earnings preview - Q3 [----] earnings review - my strategy with $USB stock going forward Feel free to check it out on @SeekingAlpha https://seekingalpha.com/article/4749060-my-strategy-for-us-bancorp-stock-going-into-earnings-and-beyond https://seekingalpha.com/article/4749060-my-strategy-for-us-bancorp-stock-going-into-earnings-and-beyond"
X Link 2025-01-13T15:14Z [---] followers, [--] engagements
"I wrote an update on Truist's solid final quarter of [----] which was published yesterday on @SeekingAlpha. I'm increasingly confident with my position in $TFC shares: https://seekingalpha.com/article/4750227-truist-financial-optimism-boosted-further-by-2024-results https://seekingalpha.com/article/4750227-truist-financial-optimism-boosted-further-by-2024-results"
X Link 2025-01-18T16:56Z [---] followers, [--] engagements
"Lockheed Martin is a long-term investment of mine. $LMT stock dropped significantly in reaction to the [----] earnings report. Check out my analysis of the results on @SeekingAlpha: https://seekingalpha.com/article/4752836-lockheed-martin-stock-is-2024-earnings-weakness-sign-of-deeper-troubles https://seekingalpha.com/article/4752836-lockheed-martin-stock-is-2024-earnings-weakness-sign-of-deeper-troubles"
X Link 2025-02-01T22:05Z [---] followers, [--] engagements
"There are signs that $VFC (Vans The North Face Timberland) is turning around. However - not all was great in V.F. Corp's Q3 FY2025 earnings report. Here's my update: https://seekingalpha.com/article/4753294-vf-corp-why-the-post-earnings-pop-was-sold-off-rather-quickly https://seekingalpha.com/article/4753294-vf-corp-why-the-post-earnings-pop-was-sold-off-rather-quickly"
X Link 2025-02-02T13:08Z [---] followers, [--] engagements
"In my latest article on @SeekingAlpha I take a fresh look at $CL after [----] earnings. Down 20% from its ATH with solid performance last year - what's not to like with a consumer staple like Colgate-Palmolive https://seekingalpha.com/article/4753860-colgate-palmolive-stock-post-earnings-drop-not-buy-the-dip-moment https://seekingalpha.com/article/4753860-colgate-palmolive-stock-post-earnings-drop-not-buy-the-dip-moment"
X Link 2025-02-03T20:32Z [---] followers, [--] engagements
"Here's why I believe the market is wrong selling U.S. defense stocks. I also take a deep dive into General Dynamics Corp - the latest additon to my portfolio. Stocks discussed: $LMT $NOC $GD $LHX $HII $RTX https://seekingalpha.com/article/4761520-defense-spending-cut-fears-open-window-of-opportunity-general-dynamics-in-focus https://seekingalpha.com/article/4761520-defense-spending-cut-fears-open-window-of-opportunity-general-dynamics-in-focus"
X Link 2025-02-25T22:55Z [---] followers, [---] engagements
"Health insurer and PBM Elevance Health continues to be shunned by the market. While the stock could certainly go lower I'd argue at $400 a severely negative outcome is already priced in. Feel free to check out my latest update on @SeekingAlpha $ELV https://seekingalpha.com/article/4762633-maximizing-returns-3-compelling-reasons-to-invest-in-elevance-health-now https://seekingalpha.com/article/4762633-maximizing-returns-3-compelling-reasons-to-invest-in-elevance-health-now"
X Link 2025-02-27T23:28Z [---] followers, [---] engagements
"O&G stocks are tanking - junk-rated Permian Resources made a new 52-week low yesterday. I finally positioned myself - check out my article on @SeekingAlpha to find out why and how I'm buying $PR stock. I also discuss $PR's full-year [----] results. https://seekingalpha.com/article/4764983-permian-resources-stock-craters-why-and-how-im-buying https://seekingalpha.com/article/4764983-permian-resources-stock-craters-why-and-how-im-buying"
X Link 2025-03-05T23:16Z [---] followers, [---] engagements
"While I'm certainly not an aggressive buyer I do think a case can be made for $TGT stock being an increasingly compelling value investment. Here's my latest update published today on @SeekingAlpha: https://seekingalpha.com/article/4765695-why-i-moved-target-stock-to-my-buy-list-after-2024-earnings https://seekingalpha.com/article/4765695-why-i-moved-target-stock-to-my-buy-list-after-2024-earnings"
X Link 2025-03-08T01:35Z [---] followers, [--] engagements
"In my latest article I give a macro update amid renewed tariff-related threats and the high economic uncertainty - with a focus on the banking industry. I also share two recent trades in the sector Stocks mentioned: $JPM $BAC $C $WFC $USB $OZK https://seekingalpha.com/article/4767654-trump-shakes-bank-stocks-what-investors-need-to-know https://seekingalpha.com/article/4767654-trump-shakes-bank-stocks-what-investors-need-to-know"
X Link 2025-03-14T21:54Z [---] followers, [---] engagements
"Underfollowed CRE specialized bank $OZK is back at what I believe is a great value for money. In my latest article I discuss the bank's [----] results and share my strategy regarding $OZK stock in a volatile 2025: https://seekingalpha.com/article/4768688-bank-ozk-a-buy-after-another-strong-year-heres-my-strategy https://seekingalpha.com/article/4768688-bank-ozk-a-buy-after-another-strong-year-heres-my-strategy"
X Link 2025-03-19T22:53Z [---] followers, [---] engagements
"I took a fresh look at $JNJ's former consumer health business $KVUE after the [----] earnings release. Considering the sharp run up I am not curren"
X Link 2025-03-27T20:48Z [---] followers, [--] engagements
"I took a close look at Kenvue (ex $JNJ consumer health) after the [----] earnings release explaining why I am not currently a buyer. However I also explain my options-based strategy for $KVUE which I believe can generate meaningful incremental returns. https://seekingalpha.com/article/4770095-kenvue-how-to-profit-strongly-despite-elusive-upside https://seekingalpha.com/article/4770095-kenvue-how-to-profit-strongly-despite-elusive-upside"
X Link 2025-03-27T20:51Z [---] followers, [---] engagements
"$CME the derivatives powerhouse delivered another strong year of results. In my update I explain why I do not intend to sell my position despite the elevated valuation and why I am not even considering a covered call strategy at this time. https://seekingalpha.com/article/4770831-cme-group-at-a-new-all-time-high-valuation-concerns-justified https://seekingalpha.com/article/4770831-cme-group-at-a-new-all-time-high-valuation-concerns-justified"
X Link 2025-03-27T21:40Z [---] followers, [--] engagements
"$BA and $NOC are the two remaining competitors for the Navy's F/A-XX program. Here are my thoughts on why Northrop Grumman could be the winner but why I still chose not to include the associated cash flows in my valuation assessment. https://seekingalpha.com/article/4771907-weighing-northrop-grumman-as-the-fa-xx-program-winner-rating-downgrade https://seekingalpha.com/article/4771907-weighing-northrop-grumman-as-the-fa-xx-program-winner-rating-downgrade"
X Link 2025-03-31T22:03Z [---] followers, [----] engagements
"Trump Tariffs Drama: Staples Companies To The Rescue I take a look at the consumer staples sector exploring relevant stocks as portfolio hedges and identifying pockets of value alongside risky rationales $PG $CL $PEP $KO $GIS $MO $BTI $BF.B $PM $DEO https://seekingalpha.com/article/4772885-trump-tariffs-drama-staples-companies-to-the-rescue https://seekingalpha.com/article/4772885-trump-tariffs-drama-staples-companies-to-the-rescue"
X Link 2025-04-03T21:06Z [---] followers, [---] engagements
"Investing in banks amid the current uncertainty is clearly a contrarian move. However in a diversified portfolio and an exposure to the sector of just around 3% I feel confident adding to $USB - here's my update after Q1 results: https://seekingalpha.com/article/4775648-us-bancorp-reassuring-q1-results-make-me-look-beyond-tariff-woes https://seekingalpha.com/article/4775648-us-bancorp-reassuring-q1-results-make-me-look-beyond-tariff-woes"
X Link 2025-04-19T08:11Z [---] followers, [--] engagements
". likewise I like Truist Financial Corp. $TFC at these levels. Certainly riskier than $USB but also potentially a higher reward: https://seekingalpha.com/article/4775988-truist-financial-q1-earnings-valuation-prompt-rating-upgrade https://seekingalpha.com/article/4775988-truist-financial-q1-earnings-valuation-prompt-rating-upgrade"
X Link 2025-04-19T08:12Z [---] followers, [--] engagements
"Apologies for the late update here on X. Earlier this week I published an update after $RTX Q1 report which sent shares down 10% in an initial reaction. I explain why my investment thesis remains intact but why I will not be adding to my position. https://seekingalpha.com/article/4776943-think-twice-before-buying-into-rtx-corps-q1-earnings-dip-rating-downgrade https://seekingalpha.com/article/4776943-think-twice-before-buying-into-rtx-corps-q1-earnings-dip-rating-downgrade"
X Link 2025-04-24T20:12Z [---] followers, [--] engagements
"And another earnings update this week - Philipp Morris published their Q1 report yesterday. Why I remain long $PM despite what looks like unsustainable short-term gains: https://seekingalpha.com/article/4777219-philip-morris-goes-boom-again-now-what https://seekingalpha.com/article/4777219-philip-morris-goes-boom-again-now-what"
X Link 2025-04-24T20:35Z [---] followers, [--] engagements
"Last week $RTX Corp. pointed to a fairly significant potential impact of tariffs. In my latest article I examine whether Lockheed Martin Corporation or L3Harris Technologies is better positioned in terms of tariff-related risks. $LMT $LHX https://seekingalpha.com/article/4778775-lockheed-martin-l3harris-one-is-better-positioned-navigate-tariffs https://seekingalpha.com/article/4778775-lockheed-martin-l3harris-one-is-better-positioned-navigate-tariffs"
X Link 2025-04-28T20:12Z [---] followers, [---] engagements
"After a long time I published a new article on @SeekingAlpha. Here's my Q2 earnings update for $PM. It's currently my largest position and I maintain my conviction for $PM's growth prospects. https://seekingalpha.com/article/4803082-philip-morris-q2-earnings-review-and-an-unexpected-tailwind https://seekingalpha.com/article/4803082-philip-morris-q2-earnings-review-and-an-unexpected-tailwind"
X Link 2025-07-23T19:54Z [---] followers, [---] engagements
"@gnufs Good point on both modernization/maintenance and geographic sales. Not a good sign sadly I don't like it when management changes reporting depth. Also the way they communicated how good $OTIS performed in Q2 excluding China was telling"
X Link 2025-07-23T21:39Z [---] followers, [---] engagements
"Honeywell's Q2 earnings weren't digested well by the market. I've written a review on @SeekingAlpha in which I share why the results weren't really that bad but why I'm still cautious about $HON: https://seekingalpha.com/article/4804210-honeywell-a-solid-q2-with-a-caveat https://seekingalpha.com/article/4804210-honeywell-a-solid-q2-with-a-caveat"
X Link 2025-07-25T07:09Z [---] followers, [--] engagements
"Altria: Why I am not trimming my top [--] position despite the pretty sharp increase in recent months: $MO $PM $BTI https://seekingalpha.com/article/4816074-altria-why-i-am-not-trimming-my-top-3-position https://seekingalpha.com/article/4816074-altria-why-i-am-not-trimming-my-top-3-position"
X Link 2025-08-22T20:01Z [---] followers, [---] engagements
"Home Depot Vs. Lowe's Companies: Contemplating Selling One In Favor Of The Other $HD $LOW https://seekingalpha.com/article/4816496-home-depot-vs-lowes-contemplating-selling-1-in-favor-of-the-other https://seekingalpha.com/article/4816496-home-depot-vs-lowes-contemplating-selling-1-in-favor-of-the-other"
X Link 2025-08-25T21:18Z [---] followers, [--] engagements
"$MCK - Duration: The Time Bomb In Your Portfolio - McKesson And PayPal In Focus https://seekingalpha.com/article/4545363-duration-time-bomb-in-your-portfoliosource=tweet https://seekingalpha.com/article/4545363-duration-time-bomb-in-your-portfoliosource=tweet"
X Link 2022-10-09T19:28Z [---] followers, [--] engagements
"@Aktapus @European_DGI $UL declares its dividend in Euros what you are seeing is the depreciation of the Euro versus the U.S. dollar. $UL did not cut the dividend: https://www.unilever.com/investors/shareholder-centre/dividend-history/ https://www.unilever.com/investors/shareholder-centre/dividend-history/"
X Link 2022-11-02T18:45Z [---] followers, [--] engagements
"After the bomb dropped by $LUMN it is worth taking a look at the dividend safety of cyclical consumer durables manufacturer Leggett & Platt $LEG: https://seekingalpha.com/article/4552672-leggett-platt-q3-earnings-dividend-cut-or-safesource=tweet https://seekingalpha.com/article/4552672-leggett-platt-q3-earnings-dividend-cut-or-safesource=tweet"
X Link 2022-11-03T22:19Z [---] followers, [--] engagements
"In this article which got published on Seeking Alpha today I do a deep dive into the British American Tobacco's full-year earnings and discuss the stake of secretive investor Kenneth Dart: $BTAFF $BTI - British American Tobacco: Mind The Vulture https://seekingalpha.com/article/4597184-british-american-tobacco-mind-the-vulturesource=tweet https://seekingalpha.com/article/4597184-british-american-tobacco-mind-the-vulturesource=tweet"
X Link 2023-04-27T14:15Z [---] followers, [---] engagements
"It's really motivating to see that a contributor with a still modest following like myself can also make it on the "Trending Analysis" page @SeekingAlpha once in a while Feel free to check out my latest article on British American Tobacco $BTI $BTAFF"
X Link 2023-04-28T11:59Z [---] followers, [---] engagements
"Halma is one of those companies that I'm sure you're kicking yourself for not having heard of [--] or [--] years ago - check out my latest article on @SeekingAlpha $HALMY $HLMAF - Halma Stock: What Happened During The Great #recession https://seekingalpha.com/article/4598615-halma-stock-what-happened-during-the-great-recessionsource=tweet https://seekingalpha.com/article/4598615-halma-stock-what-happened-during-the-great-recessionsource=tweet"
X Link 2023-05-01T21:45Z [---] followers, [----] engagements
"Check out my latest article published on @SeekingAlpha: $LHX - L3Harris: The Missing Narrative Tailwind https://seekingalpha.com/article/4610594-l3harris-the-missing-narrative-tailwindsource=tweet https://seekingalpha.com/article/4610594-l3harris-the-missing-narrative-tailwindsource=tweet"
X Link 2023-06-09T17:47Z [---] followers, [---] engagements
"Feel free to check out my latest article on @SeekingAlpha in which I take a close look at troubled business services provider Teleperformance SE Teleperformance Stock: Not As Cheap As You Might Think $TLPFF $TLPFY #stockstowatch https://seekingalpha.com/article/4652239-teleperformance-stock-not-as-cheap-as-you-might-thinksource=tweet https://seekingalpha.com/article/4652239-teleperformance-stock-not-as-cheap-as-you-might-thinksource=tweet"
X Link 2023-11-16T16:55Z [---] followers, [--] engagements
"In my latest article on @SeekingAlpha I share [--] reason why I stay the course with dividend stocks despite the currently highly tempting bond yields. @SeekingAlpha $BTI $BTAFF $JNJ $PM $MO $HLMAF $HALMY $PG $PEP https://seekingalpha.com/article/4654107-3-reasons-you-should-stay-the-course-with-dividend-stockssource=tweet https://seekingalpha.com/article/4654107-3-reasons-you-should-stay-the-course-with-dividend-stockssource=tweet"
X Link 2023-11-25T17:34Z [---] followers, [---] engagements
"In my latest article on @SeekingAlpha I approach Big Tobacco stocks from a different angle: British American Altria And Philip Morris - Which One Stands Out As The Weakest $BTI $BTAFF $MO $PM https://seekingalpha.com/article/4655475-british-american-altria-and-philip-morris-which-one-stands-out-as-weakestsource=tweet https://seekingalpha.com/article/4655475-british-american-altria-and-philip-morris-which-one-stands-out-as-weakestsource=tweet"
X Link 2023-12-01T23:20Z [---] followers, [---] engagements
"In my latest article on @SeekingAlpha I evaluate the impact of Cigna's $10 billion buyback program - both on shareholder returns and the balance sheet. $CI - Cigna: What To Make Of The $10 Billion Buyback Bomb https://seekingalpha.com/article/4657313-cigna-what-to-make-of-the-10-billion-buyback-bombsource=tweet https://seekingalpha.com/article/4657313-cigna-what-to-make-of-the-10-billion-buyback-bombsource=tweet"
X Link 2023-12-11T22:31Z [---] followers, [--] engagements
"Fellow $BTI / $BTAFF investors - vulture investor Kenneth Dart added to his already sizable stake after last Wednesday's drop - by 13.5%. He now owns [---] million shares (10% of total shares outstanding) I addressed his stake in my April [----] article: https://seekingalpha.com/article/4597184-british-american-tobacco-mind-the-vulture https://seekingalpha.com/article/4597184-british-american-tobacco-mind-the-vulture"
X Link 2023-12-13T11:35Z [---] followers, [---] engagements
"After almost two years I published an update on Henkel stock on @SeekingAlpha explaining why I sold my preferred shares. $HELKF $HENKY $HENOY https://seekingalpha.com/article/4670235-henkel-why-its-time-to-sell-the-preferred-sharessource=tweet https://seekingalpha.com/article/4670235-henkel-why-its-time-to-sell-the-preferred-sharessource=tweet"
X Link 2024-02-14T20:28Z [---] followers, [--] engagements
"$CI - Cigna: Time To Sell The Stock After A 50% Return No Here's Why https://seekingalpha.com/article/4682872-cigna-stock-time-to-sell-after-50-percent-return-no-whysource=tweet https://seekingalpha.com/article/4682872-cigna-stock-time-to-sell-after-50-percent-return-no-whysource=tweet"
X Link 2024-04-09T19:25Z [---] followers, [--] engagements
"I didn't get around to post my last @SeekingAlpha articles here on X so here goes: Why I recently added Teleperformance stock to my portfolio: #StocksToBuy $TLPFF $TLPFY $TEP.PA https://seekingalpha.com/article/4684901-teleperformance-this-hidden-anti-ai-stock-is-now-a-strong-buy https://seekingalpha.com/article/4684901-teleperformance-this-hidden-anti-ai-stock-is-now-a-strong-buy"
X Link 2024-04-23T18:09Z [---] followers, [---] engagements
"It's been a while since my last coverage of a tobacco stock. In this update on @SeekingAlpha I take a fresh look at the most unpopular in an already broadly shunned sector - Imperial Brands p.l.c. $IMBBY $IMBBF https://seekingalpha.com/article/4694103-imperial-brands-half-year-earnings-winning-through-losing https://seekingalpha.com/article/4694103-imperial-brands-half-year-earnings-winning-through-losing"
X Link 2024-05-17T22:17Z [---] followers, [--] engagements
"The Hershey Company without doubt is a wonderful company. In my latest article on @SeekingAlpha I share why I beleive it is worth paying up for quality here: Disc.: I opened a starting position in $HSY stock a few days ago. https://seekingalpha.com/article/4697055-hershey-three-and-a-half-reasons-why-i-just-added-it-to-my-portfolio https://seekingalpha.com/article/4697055-hershey-three-and-a-half-reasons-why-i-just-added-it-to-my-portfolio"
X Link 2024-06-03T14:23Z [---] followers, [---] engagements
"@Benif_ch @everydaynorminv @SeekingAlpha I think quality prevails and I am therefore happy to see the progress re. premiumization in $BF.B's portfolio. That said tastes change and with that the near-term growth prospects of concentrated brand portfolios. I therefore own broadly diversified $DGEAF"
X Link 2024-06-10T21:57Z [---] followers, [---] engagements
"The FTC report on Pharmacy Benefit Managers and recent media coverage suggest the environment is getting increasingly difficult for $CI $UNH and $CVS. Feel free to check out my latest note on @SeekingAlpha whether it's indeed game over for PBMs. https://seekingalpha.com/article/4703764-cigna-game-over-for-pbms https://seekingalpha.com/article/4703764-cigna-game-over-for-pbms"
X Link 2024-07-12T22:17Z [---] followers, [---] engagements
"Is Reckitt stock a "Bayer 2.0" in terms of litigation risk The market certainly behaves like it is - $RBGLY is down more than 30% in two years. I am willing to take the contrarian position as I outline in my latest article on @SeekingAlpha $RBGPF https://seekingalpha.com/article/4712901-reckitt-the-bayer-2-0-opportunity-has-arrived https://seekingalpha.com/article/4712901-reckitt-the-bayer-2-0-opportunity-has-arrived"
X Link 2024-08-10T01:40Z [---] followers, [---] engagements
"Sentiment for Teleperformance stock took another hit when significant leadership changes were announced. Read my take on the news on @SeekingAlpha and why I view $TLPFY as a compelling deep value opportunity with a sizable margin of safety. https://seekingalpha.com/article/4724177-teleperformance-stock-counterintuitive-deep-value-play https://seekingalpha.com/article/4724177-teleperformance-stock-counterintuitive-deep-value-play"
X Link 2024-09-30T14:12Z [---] followers, [---] engagements
"High-quality utility WEC Energy Group will report its Q3 earnings on Thursday. Considering the sharp rebound over the last few months it's a good time to reasses. Here are [--] reasons why I will not lock in profits and intend to keep $WEC long-term: https://seekingalpha.com/article/4730159-wec-energy-reasons-why-stock-isnt-sell-going-into-q3-earnings https://seekingalpha.com/article/4730159-wec-energy-reasons-why-stock-isnt-sell-going-into-q3-earnings"
X Link 2024-10-29T19:41Z [---] followers, [--] engagements
"British American Tobacco: Trump Donation Making Vaping Great Again Check out my latest article on @SeekingAlpha: $BTI $BTAFF https://seekingalpha.com/article/4741193-british-american-tobacco-trump-donation-impact-on-vaping-business https://seekingalpha.com/article/4741193-british-american-tobacco-trump-donation-impact-on-vaping-business"
X Link 2024-11-30T13:47Z [---] followers, [---] engagements
"Shale driller $EOG Resources is trading at an increasingly compelling valuation. Here's my investment thesis update and comparison with more or less close peers $APA $HES $CVX and $XOM - published today on @SeekingAlpha: https://seekingalpha.com/article/4745580-eog-resources-stock-nowhere-near-cycle-bottom-why-buying-more https://seekingalpha.com/article/4745580-eog-resources-stock-nowhere-near-cycle-bottom-why-buying-more"
X Link 2024-12-21T01:19Z [---] followers, [---] engagements
"After my update on $EOG I looked into another - quite a bit smaller - O&G company Permian Resources $PR Feel free to check out my latest article on @SeekingAlpha: https://seekingalpha.com/article/4746670-permian-resources-compelling-investment-no-need-to-rush https://seekingalpha.com/article/4746670-permian-resources-compelling-investment-no-need-to-rush"
X Link 2024-12-28T12:24Z [---] followers, [---] engagements
"I wish all my readers and followers a happy healthy and prosperous [----]. Once again I published my - investments-related - New Year's Resolution on @SeekingAlpha . Stocks covered in detail: $CVX $PFE $RBGLY $RBGPF $KO $HSY $PEP https://seekingalpha.com/article/4746921-my-new-years-resolution-for-2025-invest-10000-in-these-6-stocks https://seekingalpha.com/article/4746921-my-new-years-resolution-for-2025-invest-10000-in-these-6-stocks"
X Link 2024-12-30T15:07Z [---] followers, [---] engagements
"In my latest article on @SeekingAlpha I share why I plan to initiate a position in $MDLZ stock - despite already owning $HSY: https://seekingalpha.com/article/4748738-why-owning-mondelez-stock-makes-sense-hershey-shareholder https://seekingalpha.com/article/4748738-why-owning-mondelez-stock-makes-sense-hershey-shareholder"
X Link 2025-01-10T20:30Z [---] followers, [---] engagements
"My thoughts on Honeywell's performance in [----] and the planned separation - feel free to check out my article on @SeekingAlpha $HON https://seekingalpha.com/article/4756083-reckoning-with-reality-honeywell-2024-earnings-strategic-missteps https://seekingalpha.com/article/4756083-reckoning-with-reality-honeywell-2024-earnings-strategic-missteps"
X Link 2025-02-12T23:01Z [---] followers, [--] engagements
"Why it's important to focus on quality (but also on valuation): Pest control businesses Rentokil Initial and Rollins compared - feel free to check out my analysis on @SeekingAlpha $ROL $RTO $RKLIF https://seekingalpha.com/article/4756992-why-rollins-could-be-rentokils-biggest-threat-in-the-us https://seekingalpha.com/article/4756992-why-rollins-could-be-rentokils-biggest-threat-in-the-us"
X Link 2025-02-12T23:03Z [---] followers, [---] engagements
"After having waited patiently for two years I believe Jack Daniel's maker Brown-Forman stock has become a buy. Here's my valuation update and buying strategy published yesterday on @SeekingAlpha: $BF.A $BF.B https://seekingalpha.com/article/4758504-brown-forman-caught-in-the-perfect-storm-finally-a-buy-rating-upgrade https://seekingalpha.com/article/4758504-brown-forman-caught-in-the-perfect-storm-finally-a-buy-rating-upgrade"
X Link 2025-02-15T11:45Z [---] followers, [---] engagements
"Amid DOGE worries defense company L3Harris Technologies returned to buy terrain. I published my [----] earnings analysis and valuation update today. In fact however I believe the entire sector has become pretty compelling: $RTX $LMT $GD $NOC $LHX https://seekingalpha.com/article/4760037-l3harris-technologies-back-in-the-buy-zone-amid-doge-woes-rating-upgrade https://seekingalpha.com/article/4760037-l3harris-technologies-back-in-the-buy-zone-amid-doge-woes-rating-upgrade"
X Link 2025-02-20T22:34Z [---] followers, [---] engagements
"Utility Southern Company reported [----] results on Thursday. Check out my update on @SeekingAlpha to find out why I continue to hold despite a pretty lofty valuation (P/E 21) $SO #StocksToWatch https://seekingalpha.com/article/4760686-southern-company-strong-2024-earnings-reinforce-confidence-in-the-investment https://seekingalpha.com/article/4760686-southern-company-strong-2024-earnings-reinforce-confidence-in-the-investment"
X Link 2025-02-22T01:46Z [---] followers, [--] engagements
"French business process outsourcing leader Teleperformance is back in the doldrums after the [----] earnings release. In my update I share why $TEP starts to remind me of tobacco companies in [----] and why I plan to buy more shares. $TLPFY $IMBBY $MO $BTI https://seekingalpha.com/article/4763388-teleperformance-stock-undercovered-underappreciated-why-remains-strong-buy https://seekingalpha.com/article/4763388-teleperformance-stock-undercovered-underappreciated-why-remains-strong-buy"
X Link 2025-03-01T03:05Z [---] followers, [---] engagements
"Artisan Partners Asset Management: An Underfollowed Investment management firm with a compelling return potential. Here's my reflection after owning $APAM stock for three years (18% annualized incl. dividends): https://seekingalpha.com/article/4766522-artisan-partners-still-a-worthwhile-investment-in-2025 https://seekingalpha.com/article/4766522-artisan-partners-still-a-worthwhile-investment-in-2025"
X Link 2025-03-11T23:27Z [---] followers, [---] engagements
"My first article on @SeekingAlpha in almost a month - my take on HP Inc.'s second quarter fiscal [----] earnings. Definitely on my radar but I'd like to approach it via put options at a higher volatility. $HPQ https://seekingalpha.com/article/4791179-hp-inc-q2-earnings-why-not-buying-hpq-stock-after-dip https://seekingalpha.com/article/4791179-hp-inc-q2-earnings-why-not-buying-hpq-stock-after-dip"
X Link 2025-06-03T00:24Z [---] followers, [--] engagements
"Here's an update after Brown-Forman's Q1 FY2026 results yesterday: $BF.A $BF.B https://seekingalpha.com/article/4817874-do-brown-forman-q1-earnings-justify-re-entering-the-stock https://seekingalpha.com/article/4817874-do-brown-forman-q1-earnings-justify-re-entering-the-stock"
X Link 2025-08-29T17:04Z [---] followers, [---] engagements
"And I almost forgot - a fresh view on HP Inc. after its Q3 earnings report: $HPQ https://seekingalpha.com/article/4817348-hp-q3-earnings-solid-performance-difficult-environment-rating-upgrade https://seekingalpha.com/article/4817348-hp-q3-earnings-solid-performance-difficult-environment-rating-upgrade"
X Link 2025-08-29T17:08Z [---] followers, [---] engagements
"My two latest articles on @SeekingAlpha - better late than never: Firstly an update on Universal Corp. $UVV the world's leading tobacco supplier and why I don't own it (unlike Big Tobacco $PM $BTI $MO $IMBBY): https://seekingalpha.com/article/4819936-dont-buy-universal-corp-just-because-of-the-dividends https://seekingalpha.com/article/4819936-dont-buy-universal-corp-just-because-of-the-dividends"
X Link 2025-09-16T19:07Z [---] followers, [---] engagements
"What [----] Taught Us About U.S. Banks: Insights For A Surprising [----] $JPM $BAC $C $WFC $USB $KBE $KBWB $XLF https://seekingalpha.com/article/4861137-what-2025-taught-us-about-us-banks-insights-for-surprising-2026 https://seekingalpha.com/article/4861137-what-2025-taught-us-about-us-banks-insights-for-surprising-2026"
X Link 2026-01-20T17:15Z [---] followers, [--] engagements
"Rentokil Initial is an extremely interesting business which I'd love to own. Check out my latest article on @SeekingAlpha in which I explain why I didn't buy $RTO stock despite the solid dividend track record and undoubtably strong moat: https://seekingalpha.com/article/4698116-rentokil-initial-what-bugs-me https://seekingalpha.com/article/4698116-rentokil-initial-what-bugs-me"
X Link 2024-06-08T07:41Z [---] followers, [---] engagements
"My first update in a long time on German company Henkel AG & Co. KGaA after [----] full year results. Despite a somewhat weak outlook and the rather obvious political issues and uncertainty I am thinking of re-initiating a position. $HENKY $HENOY https://seekingalpha.com/article/4779780-henkel-which-share-class-to-buy-amid-the-selloff https://seekingalpha.com/article/4779780-henkel-which-share-class-to-buy-amid-the-selloff"
X Link 2025-05-01T16:24Z [---] followers, [----] engagements
"My latest article on @SeekingAlpha Organon: Critical Assessment Of The Audit Committee Investigation Results $ OGN https://seekingalpha.com/article/4834668-organon-critical-assessment-of-the-audit-committee-investigation-results https://seekingalpha.com/article/4834668-organon-critical-assessment-of-the-audit-committee-investigation-results"
X Link 2025-10-29T20:43Z [---] followers, [---] engagements
"WEC Energy Q3 Earnings: Keeping The Long-Term Mindset $WEC @SeekingAlpha https://seekingalpha.com/article/4843780-wec-energy-q3-earnings-keeping-the-long-term-mindset https://seekingalpha.com/article/4843780-wec-energy-q3-earnings-keeping-the-long-term-mindset"
X Link 2025-11-18T21:33Z [---] followers, [--] engagements
"Trump's $1.5T mega defense budget proposal really a major tailwind for Northrop Grumman and other defense contractors $NOC $LMT $RTX $LHX $GD https://seekingalpha.com/article/4858239-northrop-grumman-stock-be-careful-chasing-1-5-trillion-defense-budget-news https://seekingalpha.com/article/4858239-northrop-grumman-stock-be-careful-chasing-1-5-trillion-defense-budget-news"
X Link 2026-01-09T15:57Z [---] followers, [--] engagements
"Why Lockheed Martin's Stock Run-Up Doesn't Scare Me Going Into Earnings You can read the article for free if you use the link below: $LMT $RTX $LHX https://seekingalpha.com/article/4862651gt=49d601c773a26563 https://seekingalpha.com/article/4862651gt=49d601c773a26563"
X Link 2026-01-26T18:20Z [---] followers, [--] engagements
"In my latest article on @SeekingAlpha I review Q4 and full year [----] earnings of WEC Energy Group Inc. and my stance on $WEC stock going forward. I also reveal a hotly debated utility and explain my cautiously bullish approach. https://seekingalpha.com/article/4757430-aes-a-contrarian-idea-amid-wec-energys-solid-2024-earnings https://seekingalpha.com/article/4757430-aes-a-contrarian-idea-amid-wec-energys-solid-2024-earnings"
X Link 2025-02-13T20:50Z [---] followers, [--] engagements
"Este Lauder is certainly not without risks. But after waiting for more than two years I believe that Este Lauder is now at under $60 worth a starter position in my portfolio alongside L'Oral: $EL $LRLCY $LRLCF https://seekingalpha.com/article/4775545-estee-lauder-caught-in-a-perfect-storm-why-im-buying https://seekingalpha.com/article/4775545-estee-lauder-caught-in-a-perfect-storm-why-im-buying"
X Link 2025-04-18T22:29Z [---] followers, [---] engagements
"Here's a brief update on homebuilder Lennar Corp. after Q3 FY2024 earnings which was published on @SeekingAlpha on the weekend: https://seekingalpha.com/article/4722510-lennar-stock-sell-after-disappointing-q3-earnings-and-changing-environment https://seekingalpha.com/article/4722510-lennar-stock-sell-after-disappointing-q3-earnings-and-changing-environment"
X Link 2024-09-23T08:07Z [---] followers, [---] engagements
"Feel free to check out my deep dive into U.S. foodservices leader Sysco Corp. which I put on my watch list after my due diligence. $SYY #stockstowatch @SeekingAlpha https://seekingalpha.com/article/4729475-is-sysco-stock-good-buy-heading-into-q1-earnings https://seekingalpha.com/article/4729475-is-sysco-stock-good-buy-heading-into-q1-earnings"
X Link 2024-10-26T15:20Z [---] followers, [--] engagements
". and secondly - an update on Rentokil Initial and what's noteworthy regarding their ongoing turnaround: $RTO $RKLIF https://seekingalpha.com/article/4822619-rentokil-critical-assessment-of-recent-turnaround-successes https://seekingalpha.com/article/4822619-rentokil-critical-assessment-of-recent-turnaround-successes"
X Link 2025-09-16T19:10Z [---] followers, [---] engagements
"After almost doubling in just five months it's time for an update on Organon & Co stock $OGN. Feel free to check out my article on @SeekingAlpha in which I also discuss Q1 earnings and yesterday's $1 billion debt proposal. https://seekingalpha.com/article/4690666-organon-q1-earnings-does-1-billion-debt-offering-signal-trouble https://seekingalpha.com/article/4690666-organon-q1-earnings-does-1-billion-debt-offering-signal-trouble"
X Link 2024-05-08T20:09Z [---] followers, [---] engagements
"Roche's Giredestrant: A Ray Of Hope On A Cloudy Horizon @SeekingAlpha $RHHBY $RHHBF $RHHVF https://seekingalpha.com/article/4825061-roches-giredestrant-ray-hope-cloudy-horizon https://seekingalpha.com/article/4825061-roches-giredestrant-ray-hope-cloudy-horizon"
X Link 2025-10-05T00:07Z [---] followers, [---] engagements
"With banks having reported their Q3 earnings this week I did a brief update on U.S. Bancorp $USB. https://seekingalpha.com/article/4830522-us-bancorp-downgrade-to-hold-despite-a-solid-q3-due-to-share-price-recovery https://seekingalpha.com/article/4830522-us-bancorp-downgrade-to-hold-despite-a-solid-q3-due-to-share-price-recovery"
X Link 2025-10-17T22:58Z [---] followers, [--] engagements
". and of course also Truist Financial Corp. $TFC: https://seekingalpha.com/article/4830849-truist-financial-q3-results-overall-solid-quarter-reaffirming-investment-thesis https://seekingalpha.com/article/4830849-truist-financial-q3-results-overall-solid-quarter-reaffirming-investment-thesis"
X Link 2025-10-17T22:58Z [---] followers, [--] engagements
"Philip Morris Q3 Earnings: Looking Beyond Another 10% Drop $PM @SeekingAlpha https://seekingalpha.com/article/4831495-philip-morris-q3-earnings-looking-beyond-another-10-percent-drop https://seekingalpha.com/article/4831495-philip-morris-q3-earnings-looking-beyond-another-10-percent-drop"
X Link 2025-10-21T22:16Z [---] followers, [---] engagements
"My latest article on @SeekingAlpha: Honeywell Q3 Earnings: I Avoid Solstice But Look Toward The Aerospace Spinoff $HON https://seekingalpha.com/article/4832718-honeywell-q3-earnings-i-avoid-solstice-but-look-toward-the-aerospace-spinoff https://seekingalpha.com/article/4832718-honeywell-q3-earnings-i-avoid-solstice-but-look-toward-the-aerospace-spinoff"
X Link 2025-10-24T17:32Z [---] followers, [---] engagements
"Campbell's Q1 Earnings Slump: Looking Beyond The High Yield In my latest article I discuss Campbell's fundamentals and why I am avoiding it. FYI - you can read the article without a Seeking Alpha subscription if you use the link below. $CPB https://seekingalpha.com/article/4852013gt=bd4627d7906f4147 https://seekingalpha.com/article/4852013gt=bd4627d7906f4147"
X Link 2025-12-11T08:42Z [---] followers, [--] engagements
"Truist Financial [----] Earnings: Why The $10B Buyback Makes Me Skeptic You can read the article for free (without a subscription) when using the link below. $TFC https://seekingalpha.com/article/4861842gt=ce8afbb99dbe954a https://seekingalpha.com/article/4861842gt=ce8afbb99dbe954a"
X Link 2026-01-22T14:44Z [---] followers, [--] engagements
"What [----] Taught Us About U.S. Banks: Insights For A Surprising [----] You can read the article for free (without a subscription) when using the link below. $JPM $BAC $C $WFC $USB $KBE $KBWB $XLF https://seekingalpha.com/article/4861137gt=41beaaf54a8989f2 https://seekingalpha.com/article/4861137gt=41beaaf54a8989f2"
X Link 2026-01-22T14:46Z [---] followers, [--] engagements
"Altria [----] Earnings: Moving Beyond Smoking Don't Hold Your Breath You can read the article for free on Seeking Alpha if you use the link below. $MO $PM https://seekingalpha.com/article/4864317gt=66bebf0e48e22e2e https://seekingalpha.com/article/4864317gt=66bebf0e48e22e2e"
X Link 2026-01-30T16:52Z [---] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing