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[@fsguns](/creator/twitter/fsguns)
"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 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 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 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 5044 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 5044 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 5044 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 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


"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


"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


"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


"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


"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


"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


"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


"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


"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


"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


"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


"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 5043 followers, XXX engagements


"However thanks to a lower amount that had to be set aside for loan loss provisions the reported pre-tax income increased by just over X% resulting in a net profit of $183M. As the total amount of preferred stock outstanding isnt massive"  
[X Link](https://x.com/fsguns/status/1977773373477314659) [@fsguns](/creator/x/fsguns) 2025-10-13T16:28Z 5042 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 5043 followers, XXX engagements


"The Carlyle Group (CG) is a much smaller $XX billion asset manager that had to launch a turnaround plan in the summer but is also rated investment-grade at "A-" by Fitch Ratings"  
[X Link](https://x.com/fsguns/status/1977776749501878711) [@fsguns](/creator/x/fsguns) 2025-10-13T16:41Z 5044 followers, XXX engagements


"BN's trailing twelve months cash from operations as of the end of its second quarter was $XXXXX billion around 7.3x larger than CG and with a growth rate of XX% over the last four years versus a negative growth rate of XX% for CG"  
[X Link](https://x.com/fsguns/status/1977776915286053049) [@fsguns](/creator/x/fsguns) 2025-10-13T16:42Z 5041 followers, XXX 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 5043 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 5043 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 5043 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 5043 followers, XXX 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 5043 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 5042 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 5043 followers, XXX 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 5041 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 5043 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


"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


"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


"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


"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


"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 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


"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


"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


"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


"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


". 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


"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


"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 5043 followers, XXX 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


"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


"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


"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


"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


"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 5041 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/1978469220754301240) [@fsguns](/creator/x/fsguns) 2025-10-15T14:33Z 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/1978469265297563723) [@fsguns](/creator/x/fsguns) 2025-10-15T14:33Z 5044 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 5043 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


"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 5041 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 5041 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 5042 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 5041 followers, XX engagements