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# ![@fsguns Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::212743845.png) @fsguns Colleen O'Callaghan

Colleen O'Callaghan posts on X about $pep, dividend yield, $mo, over the the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::212743845/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::212743845/c:line/m:interactions.svg)

- X Week XXXXXX +6,511%
- X Month XXXXXX +5,322%
- X Months XXXXXX +2,069%
- X Year XXXXXX +431%

### Mentions: XX [#](/creator/twitter::212743845/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::212743845/c:line/m:posts_active.svg)

- X Week XXX +11,300%
- X Month XXX +11,400%
- X Months XXX +3,867%
- X Year XXX +1,933%

### Followers: XXXXX [#](/creator/twitter::212743845/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::212743845/c:line/m:followers.svg)

- X Week XXXXX -XXXX%
- X Month XXXXX -XXXX%
- X Months XXXXX -XXXX%
- X Year XXXXX -XXXX%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::212743845/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::212743845/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::212743845/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$pep](/topic/$pep) #357, [dividend yield](/topic/dividend-yield) #76, [$mo](/topic/$mo) #45, [over the](/topic/over-the) 8.55%, [upside](/topic/upside) #1158, [summary](/topic/summary) #1306, [cash flow](/topic/cash-flow) #394, [stocks](/topic/stocks) 7.69%, [investment](/topic/investment) 6.84%, [longterm](/topic/longterm) #305

**Top assets mentioned**
[PepsiCo, Inc. (PEP)](/topic/$pep) [Altria Group Inc (MO)](/topic/$mo) [British American Tobacco (BTI)](/topic/british-american-tobacco) [Philip Morris International Inc. (PM)](/topic/$pm) [Coca-Cola Co (KO)](/topic/$ko) [Bank OZK (OZK)](/topic/$ozk) [Goldman Sachs (GS)](/topic/goldman-sachs) [Chains of War (MIRA)](/topic/$mira) [The Official XX Coin (67)](/topic/$67) [Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts [#](/creator/twitter::212743845/posts)
---
Top posts by engagements in the last XX hours

"Think about what Altria has faced over the years and the decades. A diminishing core cigarette business. Master Settlement Agreement obligations"  
[X Link](https://x.com/fsguns/status/1977777660483801160) [@fsguns](/creator/x/fsguns) 2025-10-13T16:45Z 5050 followers, XXX engagements


"Goldman Sachs analyst Bonnie Herzog views that move as a strategic positive for the company. Since this deal has no risk of cannibalization I'm inclined to agree"  
[X Link](https://x.com/fsguns/status/1977778666324271288) [@fsguns](/creator/x/fsguns) 2025-10-13T16:49Z 5051 followers, XXX engagements


"On negatives a big risk is surfacing from the ongoing poor performance in PepsiCo's core North American segments that are the bedrock of its top-and bottom-line stability and profitability. Q3 indicates this weakness"  
[X Link](https://x.com/fsguns/status/1978467342766972997) [@fsguns](/creator/x/fsguns) 2025-10-15T14:25Z 5044 followers, XXX engagements


"On the upside PepsiCo stock has entered the resistance zone with $XXX as an immediate support and can reach $XXX main upside projection point based on the current momentum that emerged from the bottom in June"  
[X Link](https://x.com/fsguns/status/1978470073724710980) [@fsguns](/creator/x/fsguns) 2025-10-15T14:36Z 5044 followers, XXX engagements


"Altria's oral tobacco products segment reported $XXX million in revenue net of excise taxes for the second quarter. That was up X% over the year-ago period"  
[X Link](https://x.com/fsguns/status/1977778136789217768) [@fsguns](/creator/x/fsguns) 2025-10-13T16:47Z 5051 followers, XXX engagements


"I'm encouraged by Altria's newly announced partnership with KT&G and improved enforcement activity from state and federal regulators on illicit e-vapor products"  
[X Link](https://x.com/fsguns/status/1977780472639054126) [@fsguns](/creator/x/fsguns) 2025-10-13T16:56Z 5051 followers, XXX engagements


"I've always been a fan of the asset manager business it's capital-light with a highly recurring and predictable trajectory for cash flow growth"  
[X Link](https://x.com/fsguns/status/1977775812657942931) [@fsguns](/creator/x/fsguns) 2025-10-13T16:37Z 5051 followers, XXX engagements


"The company's healthy leverage ratio is another positive in my book. Altria's attractive dividend is quite viable for the foreseeable future too"  
[X Link](https://x.com/fsguns/status/1977780519309082840) [@fsguns](/creator/x/fsguns) 2025-10-13T16:56Z 5051 followers, XXX engagements


"BN also owns American National Group an insurance company whose preferreds I considered alongside BNH for fixed-income exposure to BN"  
[X Link](https://x.com/fsguns/status/1977776490843672674) [@fsguns](/creator/x/fsguns) 2025-10-13T16:40Z 5051 followers, XXX engagements


"What elements contributed to these results for the second quarter Altria's smokeable products segment recorded $XXXX billion in revenue in the quarter which was a XXX% year-over-year decline"  
[X Link](https://x.com/fsguns/status/1977777991938720112) [@fsguns](/creator/x/fsguns) 2025-10-13T16:46Z 5050 followers, XXX engagements


"While the non-GAAP ratio is healthier the GAAP level points to a possible strain on PepsiCo's capability to stabilize its dividend growth without a quick and large recovery in earnings"  
[X Link](https://x.com/fsguns/status/1978468627205472651) [@fsguns](/creator/x/fsguns) 2025-10-15T14:30Z 5044 followers, XXX engagements


"Altria's payout ratio is arguably sustainable. Thus the Quant System anticipates XXX% forward annual dividend per share growth"  
[X Link](https://x.com/fsguns/status/1977780007066894708) [@fsguns](/creator/x/fsguns) 2025-10-13T16:54Z 5050 followers, XXX engagements


"Main multiples are Forward P/E (Non-GAAP) 18.52x 5-Year Average Forward P/E 23x Sector Median Forward P/E 15.82x and Forward Dividend Yield 3.79%"  
[X Link](https://x.com/fsguns/status/1978469106031505492) [@fsguns](/creator/x/fsguns) 2025-10-15T14:32Z 5044 followers, XXX engagements


"As I emphasized in June one headwind that continues to play out is the cumulative inflation since January 2020. According to Truflation the cumulative inflation over that time has been just shy of 29%"  
[X Link](https://x.com/fsguns/status/1977780165313692133) [@fsguns](/creator/x/fsguns) 2025-10-13T16:55Z 5047 followers, XXX engagements


"Another risk to the company is that while its partnership with KT&G is promising it's too early to tell the extent to which it will succeed. If this approach doesn't yield results within a year or two Altria may have to pivot once again"  
[X Link](https://x.com/fsguns/status/1977780358809612561) [@fsguns](/creator/x/fsguns) 2025-10-13T16:55Z 5051 followers, XXX engagements


"Steves deep external perspective in QSR and away-from-home business can accelerate the operational changes needed for the transformation PepsiCo is focusing on. Concurrently PepsiCo's engagement with activist investor Elliott is "constructive.""  
[X Link](https://x.com/fsguns/status/1978467070154064017) [@fsguns](/creator/x/fsguns) 2025-10-15T14:24Z 5044 followers, XXX engagements


"PepsiCos 2026 Growth Algorithm May Reignite Core Brands and Scale New Revenues"  
[X Link](https://x.com/fsguns/status/1978465509361307788) [@fsguns](/creator/x/fsguns) 2025-10-15T14:18Z 5044 followers, XX engagements


"likely due to the operational issues and volume declines. However PepsiCo stocks RSI is XXXXX that makes it relatively more overbought than KO stock XXXXX and the benchmarks Schwab U.S. Dividend Equity ETF (SCHD) 32.33"  
[X Link](https://x.com/fsguns/status/1978468849868763552) [@fsguns](/creator/x/fsguns) 2025-10-15T14:31Z 5044 followers, XXX engagements


"Clearly not everyone is willing to wait so much time but for those willing to be so patient I believe MSCI is one of the best dividend growth stocks at present"  
[X Link](https://x.com/fsguns/status/1978060904009756995) [@fsguns](/creator/x/fsguns) 2025-10-14T11:30Z 5048 followers, XXX engagements


"Before I add to my position in Altria I would like to see shares retrace to a forward 12-month P/E ratio of around XX ($60 a share). This is because such a valuation would provide a more tangible path to 10%+ annual total returns"  
[X Link](https://x.com/fsguns/status/1977779644297294185) [@fsguns](/creator/x/fsguns) 2025-10-13T16:53Z 5051 followers, XXX engagements


"but remaining cautious until more concrete results are delivered. So $8.55*18.52x gives $XXXXX price for PepsiCo stock. This marks a modest upside of XXX% from the current price of $XXXXXX over the next 12-15 months along with the XXXX% dividend yield"  
[X Link](https://x.com/fsguns/status/1978469265297563723) [@fsguns](/creator/x/fsguns) 2025-10-15T14:33Z 5044 followers, XXX engagements


"This is mainly happening within the PepsiCo Foods North America (PFNA) division. PepsiCo is rationalizing its manufacturing footprint by closing older and less efficient nodes. PepsiCo is consolidating its warehouse infrastructure and rightsizing its go-to-market labor force"  
[X Link](https://x.com/fsguns/status/1978466611230113858) [@fsguns](/creator/x/fsguns) 2025-10-15T14:22Z 5044 followers, XX engagements


"The stocks forward P/E ratio of XXXXX can be seen as expensive against the sector when PepsiCo is guiding a flat core EPS for the full year and long-term forward EPS CAGR is way less (-28.33%) than the sectors growth"  
[X Link](https://x.com/fsguns/status/1978468658432053466) [@fsguns](/creator/x/fsguns) 2025-10-15T14:31Z 5044 followers, XXX engagements


"Looking out over the next few years Altria looks set to continue putting up adjusted diluted EPS growth"  
[X Link](https://x.com/fsguns/status/1977778585428517322) [@fsguns](/creator/x/fsguns) 2025-10-13T16:48Z 5050 followers, XXX engagements


"Altria's adjusted diluted EPS surged XXX% higher year-over-year to $XXXX in the second quarter. That surpassed the analyst consensus during the quarter by $0.06"  
[X Link](https://x.com/fsguns/status/1977778360085336216) [@fsguns](/creator/x/fsguns) 2025-10-13T16:48Z 5051 followers, XXX engagements


"The retirement of CFO Jamie Caulfield after XX years and the appointment of Steve Schmitt the current CFO of Walmart U.S. is a large move. Bringing in a high-caliber CFO from PepsiCo's largest customer known for its operational and"  
[X Link](https://x.com/fsguns/status/1978466963341918367) [@fsguns](/creator/x/fsguns) 2025-10-15T14:24Z 5044 followers, XX engagements


"That garners a C grade from the Quant System for the forward dividend per share growth metric (unchanged from June)"  
[X Link](https://x.com/fsguns/status/1977780075052593284) [@fsguns](/creator/x/fsguns) 2025-10-13T16:54Z 5047 followers, XXX engagements


"Recommendation: $MIRA Short-term: Buy if RSI shows oversold stop loss at $XXXX. Target: $XXXX. Long-term: Wait and see/accumulate a small position (2%) suitable for high-risk investors. If approved the market value could increase fivefold"  
[X Link](https://x.com/fsguns/status/1978819128363196831) [@fsguns](/creator/x/fsguns) 2025-10-16T13:43Z 5044 followers, XXX engagements


"PepsiCo Stock Can Hit $XXXXXX Based on the Forward Model and $XXX Based on the Technicals"  
[X Link](https://x.com/fsguns/status/1978468727416115414) [@fsguns](/creator/x/fsguns) 2025-10-15T14:31Z 5044 followers, XXX engagements


"But the recent acquisitions may capture forward topline growth. Internally there is a strong optimism about the integration of poppi (a prebiotic soda) that has seen its YTD retail sales uplifted by over XX% to $XXX million"  
[X Link](https://x.com/fsguns/status/1978466123080221149) [@fsguns](/creator/x/fsguns) 2025-10-15T14:20Z 5044 followers, XX engagements


"For PEP stock a big mover of upside is PepsiCo's clear and urgent plan to reignite top-line growth. The plan is focused on PepsiCos move beyond its topline stagnation"  
[X Link](https://x.com/fsguns/status/1978465552520687865) [@fsguns](/creator/x/fsguns) 2025-10-15T14:18Z 5044 followers, XX engagements


"Last month the company signed a non-binding collaboration deal with the South Korean tobacco and consumer products company KT&G. This collaboration could provide an avenue for Altria to enter new markets including South Korea Russia and Eastern Europe"  
[X Link](https://x.com/fsguns/status/1977778631150825702) [@fsguns](/creator/x/fsguns) 2025-10-13T16:49Z 5050 followers, XXX engagements


"Additionally the current interest rate environment figures to be a headwind to Altria's valuation. The current 10-Year U.S. Treasury yield (US10Y) of XXX% is meaningfully above the 10-year average yield of XXX% according to Macrotrends"  
[X Link](https://x.com/fsguns/status/1977779436864102819) [@fsguns](/creator/x/fsguns) 2025-10-13T16:52Z 5050 followers, XXX engagements


"Altria's XXX% forward dividend yield registers about XXX% higher than the XXX% median forward yield of the consumer staples sector. Among major peers like British American Tobacco (BTI) and Philip Morris International (PM) Altria's yield is the highest as well"  
[X Link](https://x.com/fsguns/status/1977779763579384211) [@fsguns](/creator/x/fsguns) 2025-10-13T16:53Z 5047 followers, XXX engagements


"MSCI offers robust dividend growth with a low payout ratio making it attractive for long-term patient investors seeking future income. Valuation models suggest MSCI is fairly valued or offers up to XX% upside presenting a solid entry point for adding this quality business"  
[X Link](https://x.com/fsguns/status/1978059334643753162) [@fsguns](/creator/x/fsguns) 2025-10-14T11:24Z 5047 followers, XXX engagements


"PepsiCo is tweaking existing products and undertaking big brand relaunches for three of its largest platforms: Lay's Tostitos and Gatorade. This revitalization of core-multi-billion-dollar brands is a major forward catalyst that I logically see can derive volume recovery"  
[X Link](https://x.com/fsguns/status/1978465661543174335) [@fsguns](/creator/x/fsguns) 2025-10-15T14:19Z 5044 followers, XXX engagements


"Finally PepsiCo's moves on stockholder returns with a planned $XXX billion in dividends and stock repurchases for 2025 may continue to be a strong basis for the stock's valuation"  
[X Link](https://x.com/fsguns/status/1978467196234842453) [@fsguns](/creator/x/fsguns) 2025-10-15T14:25Z 5044 followers, XXX engagements


"PEP's growth strategy includes revitalizing core brands scaling high-growth acquisitions like poppi and launching protein and 'permissible' snacks supported by cost restructuring"  
[X Link](https://x.com/fsguns/status/1978464803380236541) [@fsguns](/creator/x/fsguns) 2025-10-15T14:15Z 5044 followers, XX engagements


"Fixed income has sold off in the weeks following the September XX move by the Fed to reduce prime rates by XX basis points the first cut of 2025 opening up an opportunity to buy more income"  
[X Link](https://x.com/fsguns/status/1977775672203358561) [@fsguns](/creator/x/fsguns) 2025-10-13T16:37Z 5051 followers, XXX engagements


"This topline strategy is backed by a cost-restructuring program with a "carryover benefit" expected to accelerate margin expansion"  
[X Link](https://x.com/fsguns/status/1978465286333276615) [@fsguns](/creator/x/fsguns) 2025-10-15T14:17Z 5045 followers, XX engagements


"This is exposing the stock to a potential valuation de-rating (and a price correction) if the turnaround proves slower or less effective than PepsiCos internal optimistic projections"  
[X Link](https://x.com/fsguns/status/1978468690526921189) [@fsguns](/creator/x/fsguns) 2025-10-15T14:31Z 5044 followers, XXX engagements


"Summary Brookfield Corp's baby bonds are paying out a XXX% current yield and are trading at a XX% discount to their liquidation value"  
[X Link](https://x.com/fsguns/status/1977775394876223743) [@fsguns](/creator/x/fsguns) 2025-10-13T16:36Z 5046 followers, XXX engagements


"Recommended: $TGEN Current price: $XXXXX up XXXX% from the previous day with a market capitalization of approximately $XXX million. Target price: $13-15. Long-term: If earnings turn positive market capitalization could exceed $XXX million"  
[X Link](https://x.com/fsguns/status/1978813471589339264) [@fsguns](/creator/x/fsguns) 2025-10-16T13:21Z 5044 followers, XXX engagements


"BN was last rated investment-grade at "A-" by Fitch Ratings ramping up the attractiveness of BNH"  
[X Link](https://x.com/fsguns/status/1977776215873228893) [@fsguns](/creator/x/fsguns) 2025-10-13T16:39Z 5051 followers, XXX engagements


"we expect earnings of $0.52-$0.56 per share which would be a decline of about XX% from last year. Note we have been expecting lower earnings per share on higher expenses and mild growth in revenues this year"  
[X Link](https://x.com/fsguns/status/1978058071717839113) [@fsguns](/creator/x/fsguns) 2025-10-14T11:19Z 5047 followers, XXX engagements


"When I last covered Altria with a buy rating in June I appreciated its status as a Dividend King. Given its immense distribution reach and touch on the consumer pulse I also thought its plans to launch non-nicotine adjacent market products were reasonable"  
[X Link](https://x.com/fsguns/status/1977777735834726431) [@fsguns](/creator/x/fsguns) 2025-10-13T16:45Z 5051 followers, XXX engagements


"Thus a cycle where cost savings are reinvested into advertising and marketing to support the new platforms can drive a more stable growth model for PepsiCo"  
[X Link](https://x.com/fsguns/status/1978466837349454237) [@fsguns](/creator/x/fsguns) 2025-10-15T14:23Z 5044 followers, XX engagements


"Where is the catch Well the dividend yield FWD is rather low just XXXX% although higher than the five-year average of 1.01%. You can rely on MSCI if your goal is to improve your passive income right away but it helps if you are more forward-looking"  
[X Link](https://x.com/fsguns/status/1978060778478436419) [@fsguns](/creator/x/fsguns) 2025-10-14T11:30Z 5044 followers, XXX engagements


"For PepsiCo Beverages North America (PBNA) I do not agree with management's reframing of the results by excluding the impact of divestitures. The reported X% organic revenue growth in the segment was attained with a X% decline in organic volume"  
[X Link](https://x.com/fsguns/status/1978467459821977614) [@fsguns](/creator/x/fsguns) 2025-10-15T14:26Z 5044 followers, XXX engagements


"Looking at the banks $41.5B balance sheet you see about $5.5B is held in cash and securities available for sale while the total size of the loan book has expanded to $33B"  
[X Link](https://x.com/fsguns/status/1977773670928945443) [@fsguns](/creator/x/fsguns) 2025-10-13T16:29Z 5050 followers, XXX engagements


"Better yet the company looks set to continue its dividend growth for the foreseeable future. Altria's adjusted diluted EPS payout ratio is positioned to be in the mid-70% range for 2025"  
[X Link](https://x.com/fsguns/status/1977779901747896508) [@fsguns](/creator/x/fsguns) 2025-10-13T16:54Z 5047 followers, XXX engagements


"Modest to moderate upside with no downside for either business. That's a winning proposition. The deal also includes the KT&G subsidiary Korea Ginseng Corp. partnering with an Altria subsidiary to explore opportunities in the U.S"  
[X Link](https://x.com/fsguns/status/1977778747345645643) [@fsguns](/creator/x/fsguns) 2025-10-13T16:49Z 5050 followers, XXX engagements


"Further the strategy extends into high-growth trend areas. There is a major push into protein-fortified products that include a relaunch of Muscle Milk a new Starbucks protein beverage and even Doritos and Quaker protein products"  
[X Link](https://x.com/fsguns/status/1978465704782307691) [@fsguns](/creator/x/fsguns) 2025-10-15T14:19Z 5044 followers, XXX engagements


"The partnership with KT&G could be a winning move. Crackdowns on illicit e-vapor products could also be a boost to Altria. However I believe shares are about fully valued now"  
[X Link](https://x.com/fsguns/status/1977777831515189248) [@fsguns](/creator/x/fsguns) 2025-10-13T16:45Z 5050 followers, XXX engagements


"Assuming a dividend per share increase of XX% over the next XX years (which I think is feasible) if you buy MSCI today your dividend yield on cost will be 5%"  
[X Link](https://x.com/fsguns/status/1978060820601819551) [@fsguns](/creator/x/fsguns) 2025-10-14T11:30Z 5047 followers, XXX engagements


"PepsiCo's turnaround is costly and carries execution risk based on the recent impairment of the Rockstar brand"  
[X Link](https://x.com/fsguns/status/1978465432882254315) [@fsguns](/creator/x/fsguns) 2025-10-15T14:18Z 5044 followers, XX engagements


"I rate PepsiCo (NASDAQ:PEP) stock as a Hold. The rating is based on a pivotal state for PepsiCo where an aggressive turnaround plan confronts ongoing operational headwinds"  
[X Link](https://x.com/fsguns/status/1978465084046242205) [@fsguns](/creator/x/fsguns) 2025-10-15T14:16Z 5044 followers, XX engagements


"Yet its share of the premium segment increased by XX basis points in that time to XXXX% (per Altria's Q2 2025 Earnings Press Release)"  
[X Link](https://x.com/fsguns/status/1977780274235674668) [@fsguns](/creator/x/fsguns) 2025-10-13T16:55Z 5050 followers, XXX engagements


"This suggests that Altria's earnings yield has been priced at a roughly XXX basis point spread to the 10-year Treasury yield. Even with more Federal Reserve rate cuts incoming I think the impact of lowering long-term rates will be relatively subdued"  
[X Link](https://x.com/fsguns/status/1977779474566357144) [@fsguns](/creator/x/fsguns) 2025-10-13T16:52Z 5051 followers, XXX engagements


"Finally a weakening balance sheet with rising leverage and declining operating cash flow breeds vulnerability and makes PEP stock's premium valuation a potential risk if the recovery falters"  
[X Link](https://x.com/fsguns/status/1978465477698502821) [@fsguns](/creator/x/fsguns) 2025-10-15T14:18Z 5044 followers, XX engagements


"I own a position in BAM and took a position in BNH as it aligned with my investment strategy of buying highly discounted fixed-income securities offering a robust spread over treasuries"  
[X Link](https://x.com/fsguns/status/1977776141323923492) [@fsguns](/creator/x/fsguns) 2025-10-13T16:39Z 5051 followers, XXX engagements


"AT&T generated free cash flow of $XXX billion in Q2 2025. With $XXX billion in dividends paid the dividend payout ratio was just 46%. Translation The dividend is more than safe and dare we say has room to be raised"  
[X Link](https://x.com/fsguns/status/1978058304992534752) [@fsguns](/creator/x/fsguns) 2025-10-14T11:20Z 5048 followers, XXX engagements


"YTD 2025 PepsiCo (PEP) has been a laggard. Its total return of XXXX% largely underperforms its primary competitor Coca-Cola (KO) that delivered a XXXXX% total return"  
[X Link](https://x.com/fsguns/status/1978468764862603726) [@fsguns](/creator/x/fsguns) 2025-10-15T14:31Z 5044 followers, XXX engagements


"This further confirms my thesis from June 2024 when I said the CRE concerns are overblown. The share price has moved up by approximately XX% for a total return of north of 40%"  
[X Link](https://x.com/fsguns/status/1977773875954909663) [@fsguns](/creator/x/fsguns) 2025-10-13T16:30Z 5052 followers, XXX engagements


"Trading with (NASDAQ:OZKAP) as its ticker symbol the fixed preferred dividend yield is just XXXXX% based on the $XX principal value of the stock. As you can see below OZKAP is currently trading at just $XXXXX per preferred share"  
[X Link](https://x.com/fsguns/status/1977774646721212520) [@fsguns](/creator/x/fsguns) 2025-10-13T16:33Z 5051 followers, XXX engagements


"Similarly Bull Case Scenario Successful Execution and Re-rating is based on PepsiCo's progressive execution of its transformation that reignites mid-single-digit EPS growth and expands margins"  
[X Link](https://x.com/fsguns/status/1978469312634433843) [@fsguns](/creator/x/fsguns) 2025-10-15T14:33Z 5044 followers, XXX engagements


"It stands to reason that a company that can deliver dividend growth to shareholders through its trials and tribulations is a qualitative one. That's because this requires a viable payout ratio a financially stable balance sheet and confidence in its long-term plan"  
[X Link](https://x.com/fsguns/status/1977777586827571589) [@fsguns](/creator/x/fsguns) 2025-10-13T16:44Z 5047 followers, XXX engagements


"Altria Group's debt-to-EBITDA ratio remains at its target of 2x. Shares look to be priced around fair value. Altria Group is arguably poised to generate a X% annual total return through 2030"  
[X Link](https://x.com/fsguns/status/1977777452932874661) [@fsguns](/creator/x/fsguns) 2025-10-13T16:44Z 5050 followers, XXX engagements


"Overall my stance for PepsiCo is a Hold with a set of monitorable triggers for forward investment rating shifts. My PepsiCo investment thesis entirely depends on the progress of its turnaround plan"  
[X Link](https://x.com/fsguns/status/1978470506472092028) [@fsguns](/creator/x/fsguns) 2025-10-15T14:38Z 5044 followers, XXX engagements


"That brings me to today's focus which is Altria Group (NYSE:MO). In August the tobacco legend raised its quarterly dividend per share by XXX% to $XXXX. That marked its 56th consecutive year of dividend growth"  
[X Link](https://x.com/fsguns/status/1977777619702546669) [@fsguns](/creator/x/fsguns) 2025-10-13T16:45Z 5047 followers, XXX engagements


"Risks To Consider Altria looks to have more mid-single-digit annual adjusted diluted EPS growth on the horizon. However the company faces risks that could set back its investment thesis"  
[X Link](https://x.com/fsguns/status/1977780110536090033) [@fsguns](/creator/x/fsguns) 2025-10-13T16:54Z 5050 followers, XXX engagements


"These are independent of other operational improvements. Similarly the focus on the away-from-home channel growing 2x to 3x the retail business reflects another specific high-growth factor that PepsiCo is actively pursuing to derive higher revenue"  
[X Link](https://x.com/fsguns/status/1978466458133823623) [@fsguns](/creator/x/fsguns) 2025-10-15T14:22Z 5044 followers, XX engagements


"but remaining cautious until more concrete results are delivered. So $8.55*18.52x gives $XXXXX price for PepsiCo stock. This marks a modest upside of XXX% from the current price of $XXXXXX over the next 12-15 months along with the XXXX% dividend yield"  
[X Link](https://x.com/fsguns/status/1978469220754301240) [@fsguns](/creator/x/fsguns) 2025-10-15T14:33Z 5044 followers, XX engagements


"The CEO himself acknowledged that PepsiCo is undervalued and that interventions are needed with a sense of urgency. So this external pressure is channeling constructively on management accountability to go with a straight momentum on the transformation agenda"  
[X Link](https://x.com/fsguns/status/1978467123052659094) [@fsguns](/creator/x/fsguns) 2025-10-15T14:24Z 5044 followers, XXX engagements


"A sub-50% dividend payout ratio big capital investment and huge repurchases are where cash flow is going. This seasonally weak period for stocks has been resilient though T shares have quietly been selling off"  
[X Link](https://x.com/fsguns/status/1978056676646293650) [@fsguns](/creator/x/fsguns) 2025-10-14T11:13Z 5048 followers, XXX engagements


"Finally Altria's debt is well under control. The company's debt-to-EBITDA ratio as of June 30th 2025 was 2x. That matches its targeted debt-to-EBITDA ratio"  
[X Link](https://x.com/fsguns/status/1977779078959698003) [@fsguns](/creator/x/fsguns) 2025-10-13T16:50Z 5050 followers, XXX engagements


"During the Q2 2025 Earnings Call CEO Billy Gifford indicated that there was a higher percentage of rejections of properly declared e-vapor shipments from China than ever before"  
[X Link](https://x.com/fsguns/status/1977778845592784929) [@fsguns](/creator/x/fsguns) 2025-10-13T16:49Z 5050 followers, XXX engagements


"PepsiCo is viewed as a low-growth distressed consumer staple. The market de-rates the stock to the sector median forward P/E of 15.82x. With that PEP stock may end up $8.55*15.82x = $135.26"  
[X Link](https://x.com/fsguns/status/1978469534328635453) [@fsguns](/creator/x/fsguns) 2025-10-15T14:34Z 5044 followers, XXX engagements


"This stands firmly above the sector median dividend growth streak of X years. That easily earns Altria an A+ grade for overall dividend consistency from the Quant System (unchanged from June)"  
[X Link](https://x.com/fsguns/status/1977779859838452196) [@fsguns](/creator/x/fsguns) 2025-10-13T16:53Z 5047 followers, XXX engagements


"The bank currently has a dividend yield of approximately XXX% as well which isnt the highest on the street but the retained earnings allow Bank OZK to further pursue its desired growth profile (and it helps explain why the TBVPS increased by XX% in the past three years)"  
[X Link](https://x.com/fsguns/status/1977774992608678190) [@fsguns](/creator/x/fsguns) 2025-10-13T16:34Z 5047 followers, XXX engagements


"Introduction As some of my previous articles likely already indicated I am still adding fixed income to my stock portfolio ahead of further decreases in the benchmark interest rate which should hopefully result in lower yields on the financial markets as well"  
[X Link](https://x.com/fsguns/status/1977772823092355167) [@fsguns](/creator/x/fsguns) 2025-10-13T16:26Z 5050 followers, XXX engagements


"PepsiCos Cost Restructuring and Leadership Can Lead Margin Reacceleration and Stock Price Rebound"  
[X Link](https://x.com/fsguns/status/1978466492782891436) [@fsguns](/creator/x/fsguns) 2025-10-15T14:22Z 5045 followers, XX engagements


"Unsurprisingly Seeking Alpha's Quant System awards respective A+ and A grades for forward dividend yield and overall dividend yield (the latter is down from an A+ grade in June)"  
[X Link](https://x.com/fsguns/status/1977779794025795885) [@fsguns](/creator/x/fsguns) 2025-10-13T16:53Z 5047 followers, XXX engagements


"Altria's considerable starting income isn't the only thing it has going for it. As I noted at the outset the company has upped its payout to shareholders for XX years"  
[X Link](https://x.com/fsguns/status/1977779831275192588) [@fsguns](/creator/x/fsguns) 2025-10-13T16:53Z 5051 followers, XXX engagements


"The income statement also shows higher operating costs and thats why the pre-tax and pre-provision income came in slightly lower compared to Q2 last year"  
[X Link](https://x.com/fsguns/status/1977773299489722406) [@fsguns](/creator/x/fsguns) 2025-10-13T16:27Z 5051 followers, XXX engagements


"In my view there are a couple of factors that I think will pressure Altria's fair value"  
[X Link](https://x.com/fsguns/status/1977779351656755385) [@fsguns](/creator/x/fsguns) 2025-10-13T16:51Z 5050 followers, XXX engagements


"The GAAP dividend payout ratio for the TTM is an unsustainable 105.61%. This means current earnings do not cover the dividend payment"  
[X Link](https://x.com/fsguns/status/1978468490806739153) [@fsguns](/creator/x/fsguns) 2025-10-15T14:30Z 5044 followers, XXX engagements


"Valuation Scenarios are based on the FY2026 consensus EPS estimate of $XXXX. Base Case Scenario Partial Turnaround Priced In assumes that the market continues to value PepsiCo at its current forward P/E multiple of 18.52x following the turnaround plan"  
[X Link](https://x.com/fsguns/status/1978469188147757177) [@fsguns](/creator/x/fsguns) 2025-10-15T14:33Z 5044 followers, XXX engagements


"Summary PepsiCo (PEP) is rated 'Hold' as its aggressive turnaround plan faces significant operational and financial headwinds particularly in North America"  
[X Link](https://x.com/fsguns/status/1978464754919211283) [@fsguns](/creator/x/fsguns) 2025-10-15T14:15Z 5044 followers, XX engagements


"The PepsiCo Foods North America (PFNA) segment home to major brands like Frito-Lay had a X% decline in organic sales based on a troubling X% decline in organic volume"  
[X Link](https://x.com/fsguns/status/1978467415194309104) [@fsguns](/creator/x/fsguns) 2025-10-15T14:26Z 5044 followers, XXX engagements


"PepsiCo's recent earnings beat estimates yet declining gross and operating profits signal ongoing challenges in its turnaround strategy. Strategic moveslike acquiring Walmart's CFO increasing its Celsius stake and cost-saving initiativesposition PepsiCo for future growth"  
[X Link](https://x.com/fsguns/status/1978061747446530203) [@fsguns](/creator/x/fsguns) 2025-10-14T11:34Z 5046 followers, XXX engagements


"If Altria returns to fair value and meets growth expectations it could have an X% upside by the end of September 2026. Through 2030 the annual total return potential would be around 9%"  
[X Link](https://x.com/fsguns/status/1977779609560080426) [@fsguns](/creator/x/fsguns) 2025-10-13T16:52Z 5052 followers, XXX engagements


"The regulatory environment also seems to be gradually improving for Altria. Recent crackdowns by Customs and Border Protection are a step in the right direction"  
[X Link](https://x.com/fsguns/status/1977778807651107154) [@fsguns](/creator/x/fsguns) 2025-10-13T16:49Z 5050 followers, XXX engagements


"Today's Recommendation: $ZBAI It has rebounded from a low of $XXXX to $XXXX a gain of over 900%. If the Bitcoin bull run continues and Q3 earnings exceed expectations the short-term target is $12-15. Long-term if revenue rebounds to $X million the valuation could double"  
[X Link](https://x.com/fsguns/status/1978811683918229766) [@fsguns](/creator/x/fsguns) 2025-10-16T13:14Z 5044 followers, XXX engagements


"Summary PepsiCo remains a long-term favorite but current headwinds and macro uncertainty justify maintaining a Hold rating for now"  
[X Link](https://x.com/fsguns/status/1978061692522082617) [@fsguns](/creator/x/fsguns) 2025-10-14T11:33Z 5047 followers, XXX engagements


"Operating efficiency gains helped Altria's nonGAAP net profit margin expand by XXX basis points to XX% for the quarter. Combined with a X% reduction in the diluted share count this enabled adjusted diluted EPS growth to outpace revenue net of excise taxes growth in the quarter"  
[X Link](https://x.com/fsguns/status/1977778507678675018) [@fsguns](/creator/x/fsguns) 2025-10-13T16:48Z 5051 followers, XXX engagements


"If consumers remain cost-conscious that trend could continue. In a worst-case scenario that could accelerate Altria's volume declines before other growth avenues can offset those declines"  
[X Link](https://x.com/fsguns/status/1977780319928393959) [@fsguns](/creator/x/fsguns) 2025-10-13T16:55Z 5050 followers, XXX engagements


"Recommended: $LGCB Currently priced at $XXXX up XXXX% from the previous day the market capitalization is approximately $XXXXX million. Short-term target: $4.00-5.00. Long-term: A recovery in Hong Kong's infrastructure could push the market capitalization to $XX million"  
[X Link](https://x.com/fsguns/status/1978820160740852000) [@fsguns](/creator/x/fsguns) 2025-10-16T13:47Z 5044 followers, XX engagements


"Summary Altria Group's latest payout raise met my expectations extending its dividend growth streak to XX straight years. The tobacco giant's deal with KT&G is a low-risk way to cash in on growth in international markets"  
[X Link](https://x.com/fsguns/status/1977777356077945128) [@fsguns](/creator/x/fsguns) 2025-10-13T16:44Z 5047 followers, XXX engagements


". Launching new platforms around protein fiber and "clean" labels requires a large investment in research and marketing (pointed out by a Barclays analyst). If these new products fail to attain scale"  
[X Link](https://x.com/fsguns/status/1978467840912249088) [@fsguns](/creator/x/fsguns) 2025-10-15T14:27Z 5044 followers, XXX engagements


"A more problematic trend is in cash flow. For the XX weeks ended September X 2025 net cash from operations declined to $XXXX billion from $XXXX billion in the same period in 2024. This deterioration in PepsiCo's core cash-generating capability is a red flag"  
[X Link](https://x.com/fsguns/status/1978468386263929220) [@fsguns](/creator/x/fsguns) 2025-10-15T14:29Z 5044 followers, XXX engagements


"It also trails dividend and consumer staples benchmarks like iShares Core High Dividend ETF (HDV) XXXX% and iShares US Consumer Staples ETF (IYK) 5.98%. This indicates that the market has favored its peers for the majority of 2025"  
[X Link](https://x.com/fsguns/status/1978468812388209145) [@fsguns](/creator/x/fsguns) 2025-10-15T14:31Z 5044 followers, XXX engagements