#  @DVI_Investing Deep Value Ideas Deep Value Ideas posts on X about $pm, $mo, $usb, link the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1538817304292732929/interactions)  - [--] Week [---] +198% - [--] Month [---] +233% - [--] Months [-----] -61% - [--] Year [------] +16% ### Mentions: [--] [#](/creator/twitter::1538817304292732929/posts_active)  - [--] Week [--] +17% - [--] Month [--] +71% - [--] Months [--] -15% - [--] Year [--] -9.20% ### Followers: [---] [#](/creator/twitter::1538817304292732929/followers)  - [--] Week [---] no change - [--] Month [---] -0.38% - [--] Months [---] +4% - [--] Year [---] +5.70% ### CreatorRank: [---------] [#](/creator/twitter::1538817304292732929/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [countries](/list/countries) [financial services](/list/financial-services) [currencies](/list/currencies) [luxury brands](/list/luxury-brands) **Social topic influence** [$pm](/topic/$pm) #20, [$mo](/topic/$mo) #26, [$usb](/topic/$usb), [link](/topic/link), [$bti](/topic/$bti), [investment](/topic/investment), [if you](/topic/if-you), [$lhx](/topic/$lhx), [stocks](/topic/stocks), [$rtx](/topic/$rtx) **Top accounts mentioned or mentioned by** [@seekingalpha](/creator/undefined) [@everydaynorminv](/creator/undefined) [@europeandgi](/creator/undefined) [@dividendtalk](/creator/undefined) [@bluffcapital](/creator/undefined) [@dividenddutch](/creator/undefined) [@dividendhike](/creator/undefined) [@lynvesty](/creator/undefined) [@stronghobbit](/creator/undefined) [@seekinglpha](/creator/undefined) [@dividendology](/creator/undefined) [@revcap](/creator/undefined) [@gnufs](/creator/undefined) [@aktapus](/creator/undefined) [@benifch](/creator/undefined) **Top assets mentioned** [Philip Morris International Inc. (PM)](/topic/$pm) [Altria Group Inc (MO)](/topic/$mo) [US Bancorp (USB)](/topic/$usb) [British American Tobacco (BTI)](/topic/$bti) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Limitus (LMT)](/topic/$lmt) [Kenvue Inc. (KVUE)](/topic/$kvue) [Johnson & Johnson (JNJ)](/topic/$jnj) [Leggett & Platt, Inc. (LEG)](/topic/$leg) [VF Corp (VFC)](/topic/$vfc) [Truist Financial Corp (TFC)](/topic/$tfc) [CME Group Inc (CME)](/topic/$cme) [Heroes of NFT (HON)](/topic/$hon) [Northrop Grumman Corporation (NOC)](/topic/$noc) [Honeywell International Inc (HON)](/topic/honeywell) [3M Co (MMM)](/topic/$mmm) [WEC Energy Group Inc (WEC)](/topic/$wec) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Bank OZK (OZK)](/topic/$ozk) [Basis Cash (BAC)](/topic/$bac) [ARTISAN PARTNERS ASSET MANAGEMENT INC. (APAM)](/topic/$apam) [T Rowe Price Group Inc (TROW)](/topic/$trow) [Brown-Forman Corporation Class A (BF.A)](/topic/$bfa) [General Dynamics Corporation (GD)](/topic/$gd) [Wells Fargo & Co (WFC)](/topic/$wfc) [JPMorgan Chase (JPM)](/topic/$jpm) [Diageo plc (DEO)](/topic/$deo) [Origin Protocol (OGN)](/topic/$ogn) [Home Depot, Inc. (HD)](/topic/$hd) [Lowes Companies Inc (LOW)](/topic/$low) [Pioneer Natural Resources Co (PXD)](/topic/$pxd) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Pfizer, Inc. (PFE)](/topic/$pfe) [ELYSIA (EL)](/topic/$el) [Convex Finance (CVX)](/topic/$cvx) [Walmart, Inc. (WMT)](/topic/$wmt) [Coca-Cola Co (KO)](/topic/$ko) [Procter & Gamble (PG)](/topic/$pg) [APA Corp (US) (APA)](/topic/$apa) [AES, Corp. (AES)](/topic/$aes) [PepsiCo, Inc. (PEP)](/topic/$pep) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [Cigna Corp (CI)](/topic/$ci) [Hershey Co (HSY)](/topic/$hsy) [Target Corporation (TGT)](/topic/$tgt) [Norfolk Southern Corp. (NSC)](/topic/$nsc) [BlackRock Inc (BLK)](/topic/blackrock) [BlackCoin (BLK)](/topic/$blk) [AbbVie Inc (ABBV)](/topic/$abbv) [Exxon Mobil (XOM)](/topic/$xom) [Otis Worldwide Corp (OTIS)](/topic/$otis) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Lennar Corporation (LEN)](/topic/$len) [Gilead Sciences, Inc. (GILD)](/topic/gilead-sciences) ### Top Social Posts Top posts by engagements in the last [--] hours "Still looking for some good exposure to diabetes care: $ABT - Abbott Laboratories: A Lesser Johnson & Johnson https://seekingalpha.com/article/4529925-abbott-laboratories-a-lesser-johnson-and-johnsonsource=tweet https://seekingalpha.com/article/4529925-abbott-laboratories-a-lesser-johnson-and-johnsonsource=tweet" [X Link](https://x.com/DVI_Investing/status/1555447563813265408) 2022-08-05T06:56Z [---] followers, [--] engagements "@DividendDutch @dividendhike True. I think it is complelety okay against the backdrop of the upcoming $AJRD acquisition - I prefer prudent management ten times over short-sighted shareholder "rewards" - look at the mess $VFC is in now" [X Link](https://x.com/DVI_Investing/status/1629258997227216896) 2023-02-24T23:16Z [---] followers, [--] engagements "From conversations I suspect that many think that $KVUE will act as a sort of "bad bank" that will absorb the talc liabilities. This is not true and in fact $JNJ will retain most of the liabilities. Here's an update: https://seekingalpha.com/article/4584413-kenvue-ipo-still-leaves-johnson-and-johnson-with-most-of-the-talc-liabilities-an-updatesource=tweet https://seekingalpha.com/article/4584413-kenvue-ipo-still-leaves-johnson-and-johnson-with-most-of-the-talc-liabilities-an-updatesource=tweet" [X Link](https://x.com/DVI_Investing/status/1631760583409258496) 2023-03-03T20:56Z [---] followers, [---] engagements "Diageo Vs. Constellation Brands - One Is The Better Dividend Stock (With A Caveat) $DEO $DGEAF $STZ https://seekingalpha.com/article/4589859-diageo-vs-constellation-brands-one-is-the-better-dividend-stock-with-a-caveatsource=tweet https://seekingalpha.com/article/4589859-diageo-vs-constellation-brands-one-is-the-better-dividend-stock-with-a-caveatsource=tweet" [X Link](https://x.com/DVI_Investing/status/1639273141141643275) 2023-03-24T14:29Z [---] followers, [---] engagements "Feel free to check out my Q1 Earnings Review of Leggett & Platt $LEG on @SeekingAlpha In the article I present my view on the safety of the company's generous dividend against the backdrop of a still pretty challenging environment. https://seekingalpha.com/article/4598930-leggett-platt-q1-earnings-dont-worry-little-nervoussource=tweet https://seekingalpha.com/article/4598930-leggett-platt-q1-earnings-dont-worry-little-nervoussource=tweet" [X Link](https://x.com/DVI_Investing/status/1653490021981212676) 2023-05-02T20:01Z [---] followers, [----] engagements "Check out my review of Organon's $OGN earnings published on @SeekingAlpha - I think it's the better Viatris $VTRS but still not a buy: https://seekingalpha.com/article/4600047-organon-q1-earnings-review-better-viatris-still-not-buysource=tweet https://seekingalpha.com/article/4600047-organon-q1-earnings-review-better-viatris-still-not-buysource=tweet" [X Link](https://x.com/DVI_Investing/status/1654244631326892035) 2023-05-04T22:00Z [---] followers, [---] engagements "Check out my latest article on @SeekingAlpha in which I discuss whether Honeywell's dividend is at risk of being cut in a #recession: $HON #inflation #SupplyChain #recession2023" [X Link](https://x.com/DVI_Investing/status/1658882409067053061) 2023-05-17T17:09Z [---] followers, [--] engagements "$VFC - V.F. Corp. Q4 Earnings: Disaster Likely Averted - For Now Feel free to check out my latest article which just got published on @SeekingAlpha. In it I discuss VFC's full-year results and implications for my investment thesis. https://seekingalpha.com/article/4606940-vf-corp-stock-q4-2023-earnings-compelling-turnaround-play-reiterate-buysource=tweet https://seekingalpha.com/article/4606940-vf-corp-stock-q4-2023-earnings-compelling-turnaround-play-reiterate-buysource=tweet" [X Link](https://x.com/DVI_Investing/status/1661339371386163201) 2023-05-24T11:52Z [---] followers, [----] engagements "Check out my latest article on @SeekingAlpha in which I discuss several important effects of interest rates on home improvement retailers The Home Depot and Lowe's Companies. $HD $LOW #inflation #housingmarket #unemployment #debt https://seekingalpha.com/article/4607661-home-depot-vs-lowes-interest-rates-important-effectssource=tweet https://seekingalpha.com/article/4607661-home-depot-vs-lowes-interest-rates-important-effectssource=tweet" [X Link](https://x.com/DVI_Investing/status/1662124213849796613) 2023-05-26T15:51Z [---] followers, [----] engagements "In my latest article on @SeekingAlpha I point out why I still believe $TGT stock to remain a relatively safe dividend payer in the current environment. At the same time I explain why I continue to avoid the stock" [X Link](https://x.com/DVI_Investing/status/1665664539675820032) 2023-06-05T10:19Z [---] followers, [--] engagements "@European_DGI Good writeup thanks. If you feel the urge to fuel your confirmation bias 😀 check out my article on @SeekingAlpha in which I share my main reasons - besides litigation - for selling my $MMM position: https://seekingalpha.com/article/4610996-2-reasons-to-sell-3m-stock-despite-the-good-newsv=1686596852 https://seekingalpha.com/article/4610996-2-reasons-to-sell-3m-stock-despite-the-good-newsv=1686596852" [X Link](https://x.com/DVI_Investing/status/1668368213858570243) 2023-06-12T21:22Z [---] followers, [--] engagements "Litigation risks rising debt and aggressive share buybacks - these are the similarities between Norfolk Southern and 3M Company. But is $NSC truly a $MMM [---] Check out my latest article on @SeekingAlpha to find out: https://seekingalpha.com/article/4611504-norfolk-southern-3m-company-2-0source=tweet https://seekingalpha.com/article/4611504-norfolk-southern-3m-company-2-0source=tweet" [X Link](https://x.com/DVI_Investing/status/1669046723442794501) 2023-06-14T18:18Z [---] followers, [--] engagements "When everyone is looking in one direction dare to look the other. $NVDA $MSFT #ChatGPT #AI #GenerativeAI In my latest article on @SeekingAlpha I discuss the industry (and six individual picks) you need to watch in H2 2023:" [X Link](https://x.com/DVI_Investing/status/1670808680856518659) 2023-06-19T15:00Z [---] followers, [--] engagements "Feel free to check out my update on $MMM on @SeekingAlpha - taking into account yesterday's news of the agreement with public water suppliers: 3M Company: Good News Is Bad News - Weighing A Dividend Cut" [X Link](https://x.com/DVI_Investing/status/1672332279979417605) 2023-06-23T20:04Z [---] followers, [--] engagements "In my latest article on @SeekingAlpha I explore the question of whether T. Rowe Price vs. BlackRock resembles a carriage vs. steam car situation at the end of the 19th century. $BLK $TROW" [X Link](https://x.com/DVI_Investing/status/1676720760910405632) 2023-07-05T22:32Z [---] followers, [----] engagements "$MMM - 3M Company: I Replaced A Loser With These [--] Leaders $PXD $CME $PM" [X Link](https://x.com/DVI_Investing/status/1678889435637731330) 2023-07-11T22:10Z [---] followers, [---] engagements "@lynvesty @SeekingAlpha Thanks for asking. $TROW is a somewhat cyclical company considering its reliance on asset prices in particular equities. Given the [----] bear market the P/E is comparatively high due to lower E - depending on market performance going foward E should rebound" [X Link](https://x.com/anyuser/status/1679989774835130371) 2023-07-14T23:02Z [--] followers, [--] engagements "In my latest article on @SeekingAlpha I share my thoughts on Johnson & Johnson's upcoming Q2 earnings release and whether we can expect news on the distribution of Kenvue shares. $JNJ $KVUE" [X Link](https://x.com/DVI_Investing/status/1680957875219202048) 2023-07-17T15:09Z [---] followers, [--] engagements "In my latest article on @SeekingAlpha I share my thoughts on Philip Morris' upcoming earnings release focusing on earnings quality the Swedish Match acquisition and dividend expectations. I also take a look at the "ESG penality" on $PM's bonds" [X Link](https://x.com/DVI_Investing/status/1681341405162086400) 2023-07-21T04:11Z [---] followers, [---] engagements "Feel free to check out my latest article on @SeekingAlpha: Fresenius Medical Care: Heads Don't Roll - They Run $FMS $FMCQF https://seekingalpha.com/article/4620383-fresenius-medical-care-heads-dont-roll-they-runsource=tweet https://seekingalpha.com/article/4620383-fresenius-medical-care-heads-dont-roll-they-runsource=tweet" [X Link](https://x.com/DVI_Investing/status/1684551042258681857) 2023-07-27T13:07Z [---] followers, [--] engagements "Feel free to check out my analysis of Leggett & Platt's Q2 earnings which got published on @SeekingAlpha a few moments ago: $LEG - Leggett & Platt Q2 Earnings: (Dividend) King - Pinned https://seekingalpha.com/article/4622116-leggett-platt-q2-earnings-dividend-king-pinnedsource=tweet https://seekingalpha.com/article/4622116-leggett-platt-q2-earnings-dividend-king-pinnedsource=tweet" [X Link](https://x.com/DVI_Investing/status/1686381902960484353) 2023-08-01T14:22Z [---] followers, [---] engagements "@Dividend_Talk @European_DGI On the question of whether $KVUE will be held accountable for $JNJ's talc liabilities feel free to read my article on @SeekingAlpha where I provide a detailed assessment of the situation: BTW - keep up the great work big fan of your podcast" [X Link](https://x.com/DVI_Investing/status/1686407872194789376) 2023-08-01T16:05Z [---] followers, [---] engagements "In my latest article on @SeekingALpha I share why I no longer consider V.F. Corp. stock a buy after Q1 earnings: $VFC #earningsseason #earnings #northface #vans https://seekingalpha.com/article/4622637-vf-corp-stock-q1-2024-earnings-rating-downgradesource=tweet https://seekingalpha.com/article/4622637-vf-corp-stock-q1-2024-earnings-rating-downgradesource=tweet" [X Link](https://x.com/DVI_Investing/status/1686733494666272769) 2023-08-02T13:39Z [---] followers, [---] engagements "Feel free to check out my deep dive into $RTX's engine issue (incl. an estimation of repair cost) just published on @SeekingAlpha: $RTX - RTX Corporation: A Bright Future To Unfold Despite The Engine Turmoil" [X Link](https://x.com/DVI_Investing/status/1689664209531850753) 2023-08-10T15:45Z [---] followers, [--] engagements "Fellow $JNJ shareholders - if you are still undecided whether to participate in the $KVUE exchange offer - feel free to check my latest article on @SeekingAlpha $KVUE - Kenvue Split-Off: Still Undecided [--] (And A Half) Aspects To Consider https://seekingalpha.com/article/4628978-kenvue-stock-split-off-still-undecided-aspects-to-considersource=tweet https://seekingalpha.com/article/4628978-kenvue-stock-split-off-still-undecided-aspects-to-considersource=tweet" [X Link](https://x.com/DVI_Investing/status/1691913872482156558) 2023-08-16T20:44Z [---] followers, [---] engagements "@everydaynorminv @European_DGI It's considerably more than what was proposed in the original settlement trust. However I would have expected a better reaction today. Still don't regret I sold. Happy with what I bought with the proceeds ($PM $PXD $CME)" [X Link](https://x.com/DVI_Investing/status/1696275318686761053) 2023-08-28T21:35Z [---] followers, [--] engagements "$LHX - L3Harris: The Secrets Of Becoming A New Defense Star (And A Caveat) . my latest article published on @SeekingAlpha today. $LMT $RTX $NOC" [X Link](https://x.com/DVI_Investing/status/1696275814860444069) 2023-08-28T21:37Z [---] followers, [---] engagements "After having enjoyed a wonderfuly vacation I finally returned to writing articles on @SeekingAlpha. Feel free to check out why I still consider $CME Group stock a buy despite the recent run-up:" [X Link](https://x.com/DVI_Investing/status/1704883818165878979) 2023-09-21T15:42Z [---] followers, [---] engagements "@everydaynorminv @SeekingAlpha $LEG is a very cyclical stock - admittedly and in retrospect I started buying it too early. But as I noted in my several articles on the company it's an ancillary position so its underperformance doesn't bother me at all. In fact I might add a few shares at this level" [X Link](https://x.com/DVI_Investing/status/1705254492042678688) 2023-09-22T16:15Z [---] followers, [--] engagements "Feel free to check out my latest article on @SeekingAlpha: Big Pharma R&D Spending: The Secret Ingredient To Outperformance $ABBV $AMGN $BMY $GILD $LLY $MRK $PFE #inflation #research" [X Link](https://x.com/DVI_Investing/status/1706734543632580645) 2023-09-26T18:16Z [---] followers, [---] engagements "@everydaynorminv Thanks for the note. I am considering starting a position in $EL too. Still not 100% on the valuation but maybe indeed time to dip in a toe" [X Link](https://x.com/DVI_Investing/status/1707423295300145361) 2023-09-28T15:53Z [---] followers, [--] engagements "@everydaynorminv I'll definitely write an update to my original analysis (see below) when I find the time. From the surface I don't like the combination of (manageable) issues and the high valuation (P/E [--] FCF yield 2%). It looks like a typical case of recency bias. https://seekingalpha.com/article/4568708-loreal-vs-estee-lauder-stock-better-pick https://seekingalpha.com/article/4568708-loreal-vs-estee-lauder-stock-better-pick" [X Link](https://x.com/DVI_Investing/status/1707751223665848402) 2023-09-29T13:36Z [---] followers, [--] engagements "@stronghobbit @everydaynorminv Thanks for the input. I'll definitely look at L'Oral and depending on whether material news have changed my original conclusion and/or are worth noting I'll gladly include it in the discussion" [X Link](https://x.com/DVI_Investing/status/1707798622870393200) 2023-09-29T16:44Z [---] followers, [--] engagements "$OGN stock cannot seem to find a bottom (down 40% since my first article). Do you think it's a value trap Feel free to check out my update which was published today on @SeekingAlpha:" [X Link](https://x.com/DVI_Investing/status/1709636433411973210) 2023-10-04T18:27Z [---] followers, [---] engagements "@everydaynorminv I am buying all the way down. Added a few shares of $BMY yesterday and I am contemplating on adding to $LHX today or tomorrow" [X Link](https://x.com/DVI_Investing/status/1709636613498696180) 2023-10-04T18:28Z [---] followers, [--] engagements "In my latest article on @SeekingAlpha I take a look at the potential impact of the growing backlash against ESG investing on asset manager BlackRock. $BLK #ESG #earnings #stocks #stockstowatch #StocksInFocus #StockMarket" [X Link](https://x.com/DVI_Investing/status/1711441305576800435) 2023-10-09T17:59Z [---] followers, [--] engagements "Check out my lastest article on @SeekingAlpha in which I share my thoughts on $LMT's rather paltry dividend hike my future expectations and potential impacts of a "higher for longer" interest rate environment" [X Link](https://x.com/DVI_Investing/status/1712219965808353574) 2023-10-11T21:33Z [---] followers, [---] engagements "Apologies for the delay - feel free to check out my take on Exxon Mobil's intention to acquire Pioneer Natural Resources: $XOM $PXD $CVX @SeekingAlpha #BigOil #oilandgas" [X Link](https://x.com/DVI_Investing/status/1713999560308146347) 2023-10-16T19:25Z [---] followers, [---] engagements "Troubled major banks Truist Financial and U.S. Bancorp will report their Q3 earnings this week - check out my earnings preview on @SeekingAlpha in which I address a risk indicator nobody seems to talk about. $TFC $USB #banks #earnings #StocksInFocus" [X Link](https://x.com/DVI_Investing/status/1714000170029891734) 2023-10-16T19:27Z [---] followers, [---] engagements "$PM - Philip Morris Q3 Earnings Preview: What Nobody Is Talking About" [X Link](https://x.com/DVI_Investing/status/1714334722136866958) 2023-10-17T17:37Z [---] followers, [---] engagements "Check out my latest article on @SeekingAlpha in which I discuss activist investor Engaged Capital' stake in troubled apparel retailer V.F. Corp.: $VFC - V.F. Corporation: Activist Involvement Confirms Strong Value Proposition (Upgrade)" [X Link](https://x.com/DVI_Investing/status/1714420340313473349) 2023-10-17T23:17Z [---] followers, [--] engagements "In my latest article on @Seekinglpha I explain why the elimination of the already cut dividend could be one of the first steps of activist Engged Capital: $VFC #dividend #StockToWatch #StocksInFocus" [X Link](https://x.com/DVI_Investing/status/1714548336605167821) 2023-10-18T07:45Z [---] followers, [--] engagements "Feel free to check out my latest article on @SeekingAlpha in which I cover a preferred stock: $USB - U.S. Bancorp: Why The Common Is Better Than The Preferreds Despite Their Higher Yield" [X Link](https://x.com/DVI_Investing/status/1716480033072529764) 2023-10-23T15:41Z [---] followers, [--] engagements "In my latest article published today on @SeekingAlpha I discuss whether Norfolk Southern stock is a wise choice amid potentially higher for longer interest rates and the company's high leverage. $NSC #StockToWatch #interestrates" [X Link](https://x.com/DVI_Investing/status/1716526577725411415) 2023-10-23T18:46Z [---] followers, [--] engagements "In my latest article on @SeekingAlpha I share my thoughts of RTX's Q3 earnings and give an update on the GTF engine issue. I also updated my valuation to account for the higher risk-free rate. $RTX #StockToWatch #earnings #interestrates #inflation" [X Link](https://x.com/DVI_Investing/status/1717449054894891109) 2023-10-26T07:52Z [---] followers, [---] engagements "@European_DGI "It's clear that L'Oreal is by far the strongest and it's therefore the only one that I would like to own." - well said there isn't much reason to go with #2 just because it's cheaper. If I had to buy one today I'd definitely pick $LRLCY. I love its brands portfolio" [X Link](https://x.com/DVI_Investing/status/1719782229625225331) 2023-11-01T18:23Z [---] followers, [---] engagements "@everydaynorminv @bluff_capital I'm sorry to hear about your (paper) loss. But I bet you didn't take an aggressive approach to buying and just dipped a toe in cautiously. That's the way it is with falling knives. $LEG - on which I wrote an update today - is my falling knife" [X Link](https://x.com/DVI_Investing/status/1719783182860517479) 2023-11-01T18:27Z [---] followers, [--] engagements "With a dividend yield of nearly 8% Mr. Market's message about Leggett & Platt is clear - but is he right Feel free to check out my Q3 earnings review on @SeekingAlpha $LEG #recession #stockstowatch #earnings https://seekingalpha.com/article/4645933-leggett-and-platt-q3-earnings-next-dividend-king-to-failsource=tweet https://seekingalpha.com/article/4645933-leggett-and-platt-q3-earnings-next-dividend-king-to-failsource=tweet" [X Link](https://x.com/DVI_Investing/status/1719785055814406334) 2023-11-01T18:34Z [---] followers, [---] engagements "@everydaynorminv @bluff_capital I too think $EL will be fine in the long run but I won't be adding it to my portfolio (at least not at this point). It concerns me that $LRLCY continues to fire on all cylinders but I think I understand why (far superior brand portfolio)" [X Link](https://x.com/DVI_Investing/status/1719786415481844048) 2023-11-01T18:40Z [---] followers, [--] engagements "Always be mindful of recency bias - at $54 $PYPL stock looks extremely cheap. However after the rather mixed third quarter results it's pretty easy to still say no. #stockstowatch #earnings @SeekingAlpha" [X Link](https://x.com/DVI_Investing/status/1720039348635041909) 2023-11-02T11:25Z [---] followers, [---] engagements "Otis Worldwide: Why You Should Look Past The New Equipment Slowdown @SeekingAlpha $OTIS #Elevator #stockstowatch #earnings https://seekingalpha.com/article/4649112-otis-worldwide-why-you-should-look-past-the-new-equipment-slowdownsource=tweet https://seekingalpha.com/article/4649112-otis-worldwide-why-you-should-look-past-the-new-equipment-slowdownsource=tweet" [X Link](https://x.com/DVI_Investing/status/1722278652241690689) 2023-11-08T15:43Z [---] followers, [---] engagements "The Home Depot: With the risk-free rate at almost 5% a word of reason on the stock and its dividend is in order. Home Depot Stock Trades Below $300: A Solid Buy Going Into Q3 Earnings $HD #stockstowatch @SeekingAlpha #earnings" [X Link](https://x.com/DVI_Investing/status/1723041612580770037) 2023-11-10T18:15Z [---] followers, [--] engagements "In my latest article on @SeekingAlpha I discuss Diageo's profit warning and Q&A call. I also take a look at Berkshire's stake in $DEO and reveal whether I added to my position after the precipitous drop. $DGEAF #stockstowatch #StocksToBuy #buffett https://seekingalpha.com/article/4651422-diageo-stock-finally-buy-now-after-the-sharp-dropsource=tweet https://seekingalpha.com/article/4651422-diageo-stock-finally-buy-now-after-the-sharp-dropsource=tweet" [X Link](https://x.com/DVI_Investing/status/1724444363197960590) 2023-11-14T15:09Z [---] followers, [---] engagements "Walmart Q3 Earnings: At Some Point You Can Only Disappoint (Rating Downgrade) $WMT #stockstowatch #earnings #inflation @SeekingAlpha" [X Link](https://x.com/DVI_Investing/status/1725223444936028188) 2023-11-16T18:44Z [---] followers, [---] engagements "@dividendology I wrote an update on $WMT today on Seeking Alpha - Suffice it to say the stock is priced to perfection and I can't see the appeal - neither from a total return perspective nor from a dividend growth perspective" [X Link](https://x.com/DVI_Investing/status/1725223922503721304) 2023-11-16T18:46Z [---] followers, [---] engagements "In my latest article on @SeekingAlpha I share what to expect from Kohl's third-quarter earnings. I also take a look at its store footprint and explore whether the short squeeze can continue. Could $KSS stock be a Gamestop [---] $GME #stockstowatch" [X Link](https://x.com/DVI_Investing/status/1725670797258129652) 2023-11-18T00:22Z [---] followers, [---] engagements "Check out my report on Lowe's Companies' Q3 earnings report on @SeekingAlpha: Look Past The Poor Sales Guidance - Lowe's Is Catching Up $LOW #stockstowatch #StocksToBuy #inflation" [X Link](https://x.com/DVI_Investing/status/1727093189881061643) 2023-11-21T22:34Z [---] followers, [--] engagements "I added eight further articles to my (now maxed-out) list of "Author's Picks" for you to be read without a subscription. Here is the list: Stocks discussed: $BTI $IMBBY $MO $PM $MCD $MMM $TFC $USB $JNJ $KVUE $ADBE $MRK $CMCSA $BBBY and many more" [X Link](https://x.com/DVI_Investing/status/1730605912593735999) 2023-12-01T15:12Z [---] followers, [---] engagements "$DELL - Dell Technologies: Betting On AI Better Say Good Bye" [X Link](https://x.com/DVI_Investing/status/1732039182145798626) 2023-12-05T14:08Z [---] followers, [--] engagements "$BTI shocked investors today with its [--] billion impairment bombshell. In my update which was just published on @SeekingAlpha I share my take on the news. #stockstowatch #StocksInFocus #earnings $BTAFF https://seekingalpha.com/article/4656392-british-american-tobacco-what-to-make-of-the-25-billion-bombshellsource=tweet https://seekingalpha.com/article/4656392-british-american-tobacco-what-to-make-of-the-25-billion-bombshellsource=tweet" [X Link](https://x.com/DVI_Investing/status/1732501019882291315) 2023-12-06T20:43Z [---] followers, [---] engagements "$LEN - Lennar Q4 Earnings: What To Expect Amid The Stock Rally" [X Link](https://x.com/anyuser/status/1734319672781136095) 2023-12-11T21:10Z [--] followers, [--] engagements "Read in my latest article on @SeekingAlpha why - contrary to expectations - $MO will not recognize an impairment charge on its cigarette business like $BTI I will also quantify the potential impact of the upcoming menthol ban on MO's cash flow" [X Link](https://x.com/DVI_Investing/status/1734667840626491627) 2023-12-12T20:13Z [---] followers, [---] engagements "@European_DGI @Dividend_Talk Great episode as always Regarding the suspected impairment for Altria $MO (I recall you mentioned it in the context of $BTI's impairment) feel free to check out my article on @SeekingAlpha:" [X Link](https://x.com/DVI_Investing/status/1734668963001270326) 2023-12-12T20:18Z [---] followers, [---] engagements "In my latest article on @SeekingAlpha I explain an alternative approach to valuing tobacco stocks using Imperial Brands as a case study. $IMBBY $BTI $MO $PM $BTAFF https://seekingalpha.com/article/4658491-tobacco-stocks-valuing-them-correctly-using-imperial-brands-case-studysource=tweet https://seekingalpha.com/article/4658491-tobacco-stocks-valuing-them-correctly-using-imperial-brands-case-studysource=tweet" [X Link](https://x.com/DVI_Investing/status/1736819478564843908) 2023-12-18T18:43Z [---] followers, [---] engagements "Here are five world-class companies that I am convinced will bring me closer to my ambitious goal of being able to fund my living expenses through dividends. All the best for [----] and happy investing everyone $CME $RHHBY $RTX $PG $KO @SeekingAlpha" [X Link](https://x.com/DVI_Investing/status/1741061527111688589) 2023-12-30T11:39Z [---] followers, [---] engagements "@rev_cap I started a position in Q1 '23 and really like its fundamentals. I just published an update (together with other stocks) on SA. You can check it out for free: Here are my previous articles on $CME:" [X Link](https://x.com/DVI_Investing/status/1744087552070385784) 2024-01-07T20:04Z [---] followers, [--] engagements "$JNJ - Johnson & Johnson: Still The Same Good Old SWAN Stock After The Split-Off https://seekingalpha.com/article/4663070-johnson-and-johnson-stock-is-dividend-still-safe-after-kenvue-split-offsource=tweet https://seekingalpha.com/article/4663070-johnson-and-johnson-stock-is-dividend-still-safe-after-kenvue-split-offsource=tweet" [X Link](https://x.com/DVI_Investing/status/1747286596523569639) 2024-01-16T15:56Z [---] followers, [---] engagements "$MO - Altria Q4 Earnings Preview: The Next Leg Lower No Here's Why" [X Link](https://x.com/DVI_Investing/status/1749792658531520677) 2024-01-23T13:54Z [---] followers, [--] engagements "Members of the SA community asked me about $PM's earnings adjustments. In my latest article on @SeekingAlpha (Editor's Pick) I take a close look at the financials for possible signs of earnings manipulation. #stockstowatch #earnings #Accounting" [X Link](https://x.com/DVI_Investing/status/1750959633647145102) 2024-01-26T19:11Z [---] followers, [--] engagements "$CME - CME Group Q4 Earnings Preview: The Fortress In The Storm" [X Link](https://x.com/DVI_Investing/status/1755495575133286643) 2024-02-08T07:35Z [---] followers, [--] engagements "In my latest article on @SeekingAlpha I give an update on the security of Dividend King Leggett & Platt's payout after weak free cash flow guidance: $LEG #StocksToWatch #EarningsCall https://seekingalpha.com/article/4669109-leggett-and-platt-is-the-dividend-still-safe-amid-poor-cash-flow-guidancesource=tweet https://seekingalpha.com/article/4669109-leggett-and-platt-is-the-dividend-still-safe-amid-poor-cash-flow-guidancesource=tweet" [X Link](https://x.com/DVI_Investing/status/1756039986506338627) 2024-02-09T19:38Z [---] followers, [---] engagements "@everydaynorminv @SeekingAlpha It's - by far - my worst performing position so it makes sense to follow it closely. While the environment is obviously challenging for $LEG I appreciate what management does - and above all that they maintain their open to-the-point way of informing investors" [X Link](https://x.com/DVI_Investing/status/1756252571117683113) 2024-02-10T09:43Z [---] followers, [--] engagements "In my latest article on @SeekingAlpha which was selected as an Editor's Pick I take a good look at Walmart's FY2024 earnings and share my thoughts on the surprisingly high 9% dividend hike as well as the acquisition of Vizio $WMT $VZIO #StocksToWatch" [X Link](https://x.com/DVI_Investing/status/1760805660126498851) 2024-02-22T23:15Z [---] followers, [--] engagements "My deep dive into diversified O&G company $APA was published today on @SeekingAlpha. I explain my reasons for initiating a position but also share what I dislike about the company. Of course I also cover the Callon acquisition and its Suriname assets" [X Link](https://x.com/DVI_Investing/status/1763342003792675214) 2024-02-29T23:14Z [---] followers, [--] engagements "And another stock I haven't covered in detail since more than [--] years. WEC Energy Group - a high-quality utility - hasn't been this attractive in [--] years. In my update on @SeekingAlpha I explain why I just bought a position in $WEC https://seekingalpha.com/article/4676324-wec-energy-hasnt-been-this-attractive-in-10-years-time-to-load-upsource=tweet https://seekingalpha.com/article/4676324-wec-energy-hasnt-been-this-attractive-in-10-years-time-to-load-upsource=tweet" [X Link](https://x.com/DVI_Investing/status/1765447655176450367) 2024-03-06T18:41Z [---] followers, [--] engagements "$USB - U.S. Bancorp Stock: Still A Good Buy A Year After The Crash https://seekingalpha.com/article/4678467-us-bancorp-stock-is-it-good-buy-one-year-after-crashsource=tweet https://seekingalpha.com/article/4678467-us-bancorp-stock-is-it-good-buy-one-year-after-crashsource=tweet" [X Link](https://x.com/DVI_Investing/status/1768631306500415614) 2024-03-15T13:32Z [---] followers, [--] engagements "With the broad market going to the🌕🚀 and $VFC going📉 an update is well in order. Read on @SeekingAlpha whether its deleveraging plan is realistic or whether it's on the brink of losing its investment grade rating: https://seekingalpha.com/article/4680516-vf-corp-is-its-deleveraging-plan-realisticsource=tweet https://seekingalpha.com/article/4680516-vf-corp-is-its-deleveraging-plan-realisticsource=tweet" [X Link](https://x.com/DVI_Investing/status/1772761621317730674) 2024-03-26T23:04Z [---] followers, [--] engagements "Is there any value left in the defense sector in general and in Lockheed Martin RTX Corp and L3Harris in particular Feel free to check out my latest article on @SeekingAlpha $LMT $RTX $LHX https://seekingalpha.com/article/4681543-lockheed-rtx-l3harris-any-value-left-defense-sectorsource=tweet https://seekingalpha.com/article/4681543-lockheed-rtx-l3harris-any-value-left-defense-sectorsource=tweet" [X Link](https://x.com/DVI_Investing/status/1774902951640694836) 2024-04-01T20:53Z [---] followers, [--] engagements "$JNJ - Johnson & Johnson Q1 Earnings Preview: Shockwave Could Be A Good Fit Despite Headwinds https://seekingalpha.com/article/4683250-johnson-johnson-q1-earnings-preview-shockwave-good-fit-despite-headwindssource=tweet https://seekingalpha.com/article/4683250-johnson-johnson-q1-earnings-preview-shockwave-good-fit-despite-headwindssource=tweet" [X Link](https://x.com/DVI_Investing/status/1778526835636355080) 2024-04-11T20:53Z [---] followers, [--] engagements "Feel free to check out my latest article on @SeekingAlpha. Procter & Gamble Q3 Earnings Preview: Still A Good Dividend Growth Stock $PG #StocksToWatch #earnings #earningsseason https://seekingalpha.com/article/4683788-procter-and-gamble-q3-earnings-preview-still-good-dividend-growth-stock https://seekingalpha.com/article/4683788-procter-and-gamble-q3-earnings-preview-still-good-dividend-growth-stock" [X Link](https://x.com/DVI_Investing/status/1779859363877814697) 2024-04-15T13:08Z [---] followers, [--] engagements "And my article from Monday - a preview of Altria's Q1 [----] earnings and my take on Altria's growth prospects: #StockToWatch $MO https://seekingalpha.com/article/4685035-altria-q1-earnings-preview-is-2024-2028-growth-expectation-realistic https://seekingalpha.com/article/4685035-altria-q1-earnings-preview-is-2024-2028-growth-expectation-realistic" [X Link](https://x.com/DVI_Investing/status/1782834363559792676) 2024-04-23T18:10Z [---] followers, [--] engagements "And finally my update on Gilead Sciences - after roughly [---] years: #stocktobuy $GILD https://seekingalpha.com/article/4685264-gilead-q1-earnings-preview-most-gains-wiped-out-cause-for-concern https://seekingalpha.com/article/4685264-gilead-q1-earnings-preview-most-gains-wiped-out-cause-for-concern" [X Link](https://x.com/DVI_Investing/status/1782835356238274617) 2024-04-23T18:14Z [---] followers, [---] engagements "My - by far - worst performing stock took another beating today - Leggett & Platt lost more than 30% in early trading. Here's a brief update I published on @SeekingAlpha: $LEG https://seekingalpha.com/article/4687967-leggett-and-platt-cuts-dividend-signs-of-existential-threat https://seekingalpha.com/article/4687967-leggett-and-platt-cuts-dividend-signs-of-existential-threat" [X Link](https://x.com/DVI_Investing/status/1785710464430637082) 2024-05-01T16:38Z [---] followers, [---] engagements "@everydaynorminv @SeekingAlpha True - this shows how important a proper risk management (read: diversification) strategy is" [X Link](https://x.com/DVI_Investing/status/1785932225323659629) 2024-05-02T07:19Z [---] followers, [--] engagements "Starbucks Q2 earnings and the 16% drop are all over the news. However what looks like a bargain is still priced for significant growth. I had $SBUX stock on my watch list for more than two years now and I continue to be patient - read here why: https://seekingalpha.com/article/4688323-starbucks-stock-q2-earnings-valuation-attractive-after-sharp-drop-only-on-surface-hold https://seekingalpha.com/article/4688323-starbucks-stock-q2-earnings-valuation-attractive-after-sharp-drop-only-on-surface-hold" [X Link](https://x.com/DVI_Investing/status/1785932617910517878) 2024-05-02T07:21Z [---] followers, [---] engagements "In my Q1 earnings preview for Kenvue ($KVUE former Consumer Health segment of the mighty $JNJ) I make sense of the sharp decline in [----] EPS consensus (-11%) and point to a potentially troubling trend. https://seekingalpha.com/article/4689063-kenvue-q1-earnings-preview-a-potentially-troubling-trend https://seekingalpha.com/article/4689063-kenvue-q1-earnings-preview-a-potentially-troubling-trend" [X Link](https://x.com/DVI_Investing/status/1786566956398657747) 2024-05-04T01:22Z [---] followers, [--] engagements "I just published an update on my investment in APA Corp. $APA (small underfollowed O&G company) in which I discuss the significantly lower than expected post-merger production guidance. Feel free to check it out on @SeekingAlpha: https://seekingalpha.com/article/4691936-apa-corp-q1-earnings-buy-despite-disappointing-production-guidance https://seekingalpha.com/article/4691936-apa-corp-q1-earnings-buy-despite-disappointing-production-guidance" [X Link](https://x.com/DVI_Investing/status/1789005934422819196) 2024-05-10T18:53Z [---] followers, [--] engagements "ZYN is on fire and it increasingly looks like $PM took over Swedish Match for a very favorable price. 80% growth in the U.S. is just unheard off. Here is my update on Philip Morris International published today on @SeekingAlpha: https://seekingalpha.com/article/4694502-philip-morris-international-zyn-defying-gravity https://seekingalpha.com/article/4694502-philip-morris-international-zyn-defying-gravity" [X Link](https://x.com/DVI_Investing/status/1792635885894115488) 2024-05-20T19:17Z [---] followers, [---] engagements "Here's an update on $VFC after poor Q4 and full-year FY2024 earnings which was published last week on @SeekingAlpha: https://seekingalpha.com/article/4695189-vf-corporation-q4-earnings-a-supreme-disaster-vfc-stock https://seekingalpha.com/article/4695189-vf-corporation-q4-earnings-a-supreme-disaster-vfc-stock" [X Link](https://x.com/DVI_Investing/status/1795024392566551025) 2024-05-27T09:28Z [---] followers, [---] engagements "I keep returning to Brown-Forman but I just can't bring myself to initiating a position. Read why in my latest article on @SeekingAlpha: $BF.A $BF.B https://seekingalpha.com/article/4697925-brown-forman-stock-down-40-percent-from-highs-still-not-buy https://seekingalpha.com/article/4697925-brown-forman-stock-down-40-percent-from-highs-still-not-buy" [X Link](https://x.com/DVI_Investing/status/1799345156291965189) 2024-06-08T07:38Z [---] followers, [---] engagements "Owning $LMT $RTX and $LHX I have been thinking about adding a fourth defense stock to my portfolio. Find out on @SeekingAlpha why I chose $NOC despite weakening margins and recent setbacks: https://seekingalpha.com/article/4699322-northrop-grumman-why-its-a-buy-despite-weakening-margins-and-recent-setbacks https://seekingalpha.com/article/4699322-northrop-grumman-why-its-a-buy-despite-weakening-margins-and-recent-setbacks" [X Link](https://x.com/DVI_Investing/status/1801769817445204356) 2024-06-15T00:12Z [---] followers, [---] engagements "My recent research on $NOC prompted a fresh look at Lockheed Martin Corp. - one of my longer-term holdings. In my latest article on @SeekingALpha I explore the question of whether $LMT could be losing steam in terms of dividend growth. https://seekingalpha.com/article/4700394-is-lockheed-martin-losing-steam-as-a-dividend-growth-stock https://seekingalpha.com/article/4700394-is-lockheed-martin-losing-steam-as-a-dividend-growth-stock" [X Link](https://x.com/DVI_Investing/status/1804225772137107461) 2024-06-21T18:51Z [---] followers, [---] engagements "Siemens - while not a particularly enticing buy right now in the mid-170s remains a long-term hold and great candidate for the watch list. Here's my latest analysis posted today on @SeekingAlpha $SIEGY $SMAWF https://seekingalpha.com/article/4701543-siemens-three-reasons-it-should-be-high-up-on-your-watch-list https://seekingalpha.com/article/4701543-siemens-three-reasons-it-should-be-high-up-on-your-watch-list" [X Link](https://x.com/DVI_Investing/status/1806786172871700604) 2024-06-28T20:26Z [---] followers, [--] engagements "Is $CME's monopoly being threatened by $BGC's new exchange FMX I think not read here on @SeekingAlpha why I continue to sleep very well with my investment in CME stock: https://seekingalpha.com/article/4702618-cme-group-vs-fmx-may-the-race-to-the-bottom-begin https://seekingalpha.com/article/4702618-cme-group-vs-fmx-may-the-race-to-the-bottom-begin" [X Link](https://x.com/DVI_Investing/status/1810035887167635661) 2024-07-07T19:39Z [---] followers, [---] engagements "The median deviation of $JNJ's adjusted EPS from reported EPS over the last ten years was +46% Time to take a closer look at $JNJ's earnings quality - see my latest article on @SeekingAlpha: https://seekingalpha.com/article/4703489-johnson-and-johnson-q2-earnings-preview-scrutinizing-its-earnings-quality https://seekingalpha.com/article/4703489-johnson-and-johnson-q2-earnings-preview-scrutinizing-its-earnings-quality" [X Link](https://x.com/DVI_Investing/status/1811519930917093597) 2024-07-11T21:56Z [---] followers, [--] engagements "It's always motivating to see when your work is appreciated and recognized. As such I feel proud that four articles in a row were selected as "Editor's Pick". Feel free to check out my update on Truist $TFC (and competitor $USB): @SeekingAlpha https://seekingalpha.com/article/4705081-why-truist-financial-stock-not-buy-ahead-q2-earnings https://seekingalpha.com/article/4705081-why-truist-financial-stock-not-buy-ahead-q2-earnings" [X Link](https://x.com/DVI_Investing/status/1814326276368326856) 2024-07-19T15:47Z [---] followers, [---] engagements "Lately I was a bit on the fence about my position in L3Harris Technologies. In my latest article on @SeekingAlpha I take a look at its streamlining program and why I believe the rally is partially unwarranted/premature: $LHX https://seekingalpha.com/article/4705387-l3harris-q2-earnings-preview-can-the-outperformance-continue https://seekingalpha.com/article/4705387-l3harris-q2-earnings-preview-can-the-outperformance-continue" [X Link](https://x.com/DVI_Investing/status/1815513290560422290) 2024-07-22T22:24Z [---] followers, [--] engagements "P&G reports its FY2024 results on Tuesday. Besides an earnings preview I discuss reasons for $PG's continued strong performance. And because it's seemingly *never* a good value I share a few tips how I buy these "always expensive" stocks. https://seekingalpha.com/article/4707102-procter-and-gamble-earnings-preview-tips-for-buying-expensive-stocks-smartly https://seekingalpha.com/article/4707102-procter-and-gamble-earnings-preview-tips-for-buying-expensive-stocks-smartly" [X Link](https://x.com/DVI_Investing/status/1816927218741936364) 2024-07-26T20:03Z [---] followers, [--] engagements "Feel free to check out my fiscal [----] earnings update for Halma p.l.c. which was published a while ago on @SeekingAlpha : $HALMY $HLMAF https://seekingalpha.com/article/4707607-is-halma-worth-the-hype-analyzing-its-2024-earnings-and-premium-stock-valuation https://seekingalpha.com/article/4707607-is-halma-worth-the-hype-analyzing-its-2024-earnings-and-premium-stock-valuation" [X Link](https://x.com/DVI_Investing/status/1819787052977647661) 2024-08-03T17:26Z [---] followers, [--] engagements "While I didn't participate in the Kenvue exchange offer last year the company's fundamentals continue to attract my attention. Find out in my latest article on @SeekingAlpha why I think $KVUE could become a solid dividend (growth) investment: $JNJ https://seekingalpha.com/article/4710081-is-kenvue-the-next-big-dividend-growth-stock https://seekingalpha.com/article/4710081-is-kenvue-the-next-big-dividend-growth-stock" [X Link](https://x.com/DVI_Investing/status/1820124492347367771) 2024-08-04T15:47Z [---] followers, [---] engagements "Looks like $KVUE posted some excellent results today. Glad I opened a position but of course I wouldn't mind the stock languishing along a little longer. That said - always good to see when fundamentals strengthen" [X Link](https://x.com/DVI_Investing/status/1820910106944442794) 2024-08-06T19:49Z [---] followers, [--] engagements "Troubled fashion company $VFC released its Q1 FY25 earnings yesterday - the stock popped 7% in AM trading. In my update on @SeekingAlpha I explain why I can't quite understand the market's reaction to what I believe was another rather weak report. https://seekingalpha.com/article/4711302-vf-corp-q1-earnings-little-early-to-be-optimistic https://seekingalpha.com/article/4711302-vf-corp-q1-earnings-little-early-to-be-optimistic" [X Link](https://x.com/DVI_Investing/status/1821109753344364938) 2024-08-07T09:02Z [---] followers, [---] engagements "$LOW has appreciated quite nicely against the backdrop of a challenging macro environment. In my update on @SeekingAlpha I provide a detailed valuation analysis and discuss whether $LOW is indeed a sell ahead of Q2 FY2025 earnings. https://seekingalpha.com/article/4715150-lowes-critical-valuation-assessment-going-into-q2-earnings https://seekingalpha.com/article/4715150-lowes-critical-valuation-assessment-going-into-q2-earnings" [X Link](https://x.com/DVI_Investing/status/1824560703535190455) 2024-08-16T21:35Z [---] followers, [--] engagements "After the run-up here's my update on high-quality utility Duke Energy published on Friday on @SeekingAlpha: $DUK https://seekingalpha.com/article/4715291-think-twice-real-cost-duke-3-7-percent-dividend-yield https://seekingalpha.com/article/4715291-think-twice-real-cost-duke-3-7-percent-dividend-yield" [X Link](https://x.com/DVI_Investing/status/1825436619006001459) 2024-08-19T07:36Z [---] followers, [--] engagements "I finally found the time to look into Bank $OZK - and I really liked what I saw. In my view this is one of the increasingly few compelling value opportunities in this richly valued market. Feel free to check out my article on @SeekingAlpha https://seekingalpha.com/article/4716798-reasons-why-i-just-bought-bank-ozk-and-a-caveat https://seekingalpha.com/article/4716798-reasons-why-i-just-bought-bank-ozk-and-a-caveat" [X Link](https://x.com/DVI_Investing/status/1827120426608422935) 2024-08-23T23:07Z [---] followers, [---] engagements "The tobacco sector has staged a massive comeback in recent months.📈 Check out my latest analysis in which I cover $IMBBY $BTI $MO and $PM. I give reasons for the valuation differences and explain where I still see value in the tobacco sector. https://seekingalpha.com/article/4718113-imperial-brands-goes-boom-is-there-still-value-in-tobacco-sector-imbbf-imbby https://seekingalpha.com/article/4718113-imperial-brands-goes-boom-is-there-still-value-in-tobacco-sector-imbbf-imbby" [X Link](https://x.com/DVI_Investing/status/1829558804863696988) 2024-08-30T16:36Z [---] followers, [---] engagements "In my latest article on @SeekingAlpha I share why I continue to add to my position in U.S. Bancorp $USB - despite the expected lower interest rate environment: https://seekingalpha.com/article/4722996-why-i-am-buying-us-bancorp-despite-lower-interest-rate-expectations https://seekingalpha.com/article/4722996-why-i-am-buying-us-bancorp-despite-lower-interest-rate-expectations" [X Link](https://x.com/DVI_Investing/status/1838895583664201819) 2024-09-25T10:57Z [---] followers, [--] engagements "It has been an exciting and stimulating journey so far on @SeekingAlpha. Truly a great place for exchange with fellow investors. Today I published my 300th article covering spices and flavors giant McCormick & Company: $MKC #earnings #StocksToWatch https://seekingalpha.com/article/4723533-mccormick-q3-earnings-preview-reiterate-sell-rating https://seekingalpha.com/article/4723533-mccormick-q3-earnings-preview-reiterate-sell-rating" [X Link](https://x.com/DVI_Investing/status/1839433830266228793) 2024-09-26T22:36Z [---] followers, [--] engagements "Here's my take on how I navigate the current environment with regard to investing in banks including a few useful macro and micro indicators: $USB $TFC $BAC $OZK https://seekingalpha.com/article/4725095-navigating-us-bank-investing-recession-fears-rate-cut-fantasies https://seekingalpha.com/article/4725095-navigating-us-bank-investing-recession-fears-rate-cut-fantasies" [X Link](https://x.com/DVI_Investing/status/1843402775935213717) 2024-10-07T21:27Z [---] followers, [--] engagements "Kenvue: Turning Cautious On The Stock While Remaining Optimistic On The Business - my article published on @SeekingAlpha last Wednesday: $KVUE $JNJ https://seekingalpha.com/article/4724594gt=5df6c29427e8ebb8 https://seekingalpha.com/article/4724594gt=5df6c29427e8ebb8" [X Link](https://x.com/DVI_Investing/status/1843403480016273790) 2024-10-07T21:30Z [---] followers, [--] engagements "$RTO is down another 15% since my June article. In my update on Rentokil Initial I discuss why I am still not a buyer - despite Trian having taken a stake. I also explain the particularities of Trian's stake and the possible role of Janus Henderson. https://seekingalpha.com/article/4726734-rentokil-why-trians-stake-shouldnt-turn-heads https://seekingalpha.com/article/4726734-rentokil-why-trians-stake-shouldnt-turn-heads" [X Link](https://x.com/DVI_Investing/status/1846311100641378559) 2024-10-15T22:04Z [---] followers, [---] engagements "In my article on troubled health insurer Elevance Health I explain - in a hopefully balanced way - why I recently opened a position in $ELV stock. Feel free to check it out on @SeekingAlpha #StocksToWatch https://seekingalpha.com/article/4727662-elevance-health-stock-looking-beyond-near-term-issues-im-buyer https://seekingalpha.com/article/4727662-elevance-health-stock-looking-beyond-near-term-issues-im-buyer" [X Link](https://x.com/DVI_Investing/status/1848418698022822231) 2024-10-21T17:38Z [---] followers, [---] engagements "Truist Financial one of my contrarian investments back in March [----] posted pretty solid Q3 results. Feel free to check out my update on @SeekingAlpha in which I explain why $TFC is slowly regaining my trust after several disappointing quarters. https://seekingalpha.com/article/4728015-how-truists-solid-q3-is-slowly-winning-back-my-trust https://seekingalpha.com/article/4728015-how-truists-solid-q3-is-slowly-winning-back-my-trust" [X Link](https://x.com/DVI_Investing/status/1848463242643058895) 2024-10-21T20:35Z [---] followers, [--] engagements "It looks like $VFC's turnaround is showing progress - the stock is up 25% today after Q2 FY2025 earnings. While I think a rebound was justified there are some aspects I'm not too happy about. Feel free to check out my latest article on @SeekingAlpha: https://seekingalpha.com/article/4730324-vf-corp-q2-earnings-time-to-party-not-so-fast-mr-market https://seekingalpha.com/article/4730324-vf-corp-q2-earnings-time-to-party-not-so-fast-mr-market" [X Link](https://x.com/DVI_Investing/status/1851348922121502904) 2024-10-29T19:42Z [---] followers, [--] engagements "Connectivity and media giant Comcast reported Q3 earnings today. Check out my earnings update and discussion of the business separation rumors on @SeekingAlpha: $CMCSA #EarningsReport https://seekingalpha.com/article/4731747-comcast-q3-earnings-long-awaited-catalyst https://seekingalpha.com/article/4731747-comcast-q3-earnings-long-awaited-catalyst" [X Link](https://x.com/DVI_Investing/status/1852148190088503394) 2024-11-01T00:38Z [---] followers, [--] engagements "$AES is an interesting and underfollowed utility with a 4.7% yield and 4%-5% dividend growth - what's not to like Check out my latest article on @SeekingAlpha to find out: https://seekingalpha.com/article/4732836-aes-stock-delving-deeper-than-just-dividend-temptations https://seekingalpha.com/article/4732836-aes-stock-delving-deeper-than-just-dividend-temptations" [X Link](https://x.com/DVI_Investing/status/1853941855970353643) 2024-11-05T23:25Z [---] followers, [---] engagements ". and here are four reasons why I more than happy to have added to my position in managed care company The Cigna Group $CI after once again solid Q3 numbers (and despite the Humana-merger rumors): https://seekingalpha.com/article/4733387-cignas-impressive-q3-4-compelling-reasons-to-buy-now https://seekingalpha.com/article/4733387-cignas-impressive-q3-4-compelling-reasons-to-buy-now" [X Link](https://x.com/DVI_Investing/status/1853945437406773443) 2024-11-05T23:40Z [---] followers, [---] engagements "Gilead Sciences reported strong Q3 [----] earnings. Check out my latest article on @SeekingAlpha in which I discuss the results and explain why an above-average dividend increase could be announced in early January: $GILD #earnings https://seekingalpha.com/article/4734231-why-gilead-solid-q3-earnings-could-point-to-a-dividend-surprise-next-year https://seekingalpha.com/article/4734231-why-gilead-solid-q3-earnings-could-point-to-a-dividend-surprise-next-year" [X Link](https://x.com/DVI_Investing/status/1854821286846800062) 2024-11-08T09:40Z [---] followers, [--] engagements "Home improvement giant The Home Depot reported solid Q3 earnings today. Check out my earnings analysis on @SeekingAlpha and find out why I continue to hold on $HD stock despite the rich valuation: https://seekingalpha.com/article/4736403-home-depot-a-contrarian-sell-after-solid-q3-earnings-no-heres-why https://seekingalpha.com/article/4736403-home-depot-a-contrarian-sell-after-solid-q3-earnings-no-heres-why" [X Link](https://x.com/DVI_Investing/status/1856383007080480819) 2024-11-12T17:06Z [---] followers, [--] engagements "Organon has declined quite a bit from its recent highs. $OGN stock has its (serious) risks but I increasingly like the risk/reward profile. Check out my latest analysis on @SeekingAlpha in which I also discuss Organon's Q3 [---] earnings: https://seekingalpha.com/article/4736846-organon-certainly-a-risky-bet-but-looks-increasingly-compelling https://seekingalpha.com/article/4736846-organon-certainly-a-risky-bet-but-looks-increasingly-compelling" [X Link](https://x.com/DVI_Investing/status/1858271842709979243) 2024-11-17T22:11Z [---] followers, [---] engagements "$HON is in the news after Elliott's 3%+ stake. On @SeekingAlpha I explain why I think Elliott has valid arguments while at the same time I don't think the proposed separation of Honeywell is necessarily a good idea. https://seekingalpha.com/article/4738823-honeywell-activism-is-good-but-not-a-fan-of-breakup https://seekingalpha.com/article/4738823-honeywell-activism-is-good-but-not-a-fan-of-breakup" [X Link](https://x.com/DVI_Investing/status/1859016103378485424) 2024-11-19T23:29Z [---] 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 "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 "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 "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 "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 "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 Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@DVI_Investing Deep Value Ideas
Deep Value Ideas posts on X about $pm, $mo, $usb, link 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 finance cryptocurrencies technology brands countries financial services currencies luxury brands
Social topic influence $pm #20, $mo #26, $usb, link, $bti, investment, if you, $lhx, stocks, $rtx
Top accounts mentioned or mentioned by @seekingalpha @everydaynorminv @europeandgi @dividendtalk @bluffcapital @dividenddutch @dividendhike @lynvesty @stronghobbit @seekinglpha @dividendology @revcap @gnufs @aktapus @benifch
Top assets mentioned Philip Morris International Inc. (PM) Altria Group Inc (MO) US Bancorp (USB) British American Tobacco (BTI) L3Harris Technologies Inc (LHX) Raytheon Technologies Corp (RTX) Limitus (LMT) Kenvue Inc. (KVUE) Johnson & Johnson (JNJ) Leggett & Platt, Inc. (LEG) VF Corp (VFC) Truist Financial Corp (TFC) CME Group Inc (CME) Heroes of NFT (HON) Northrop Grumman Corporation (NOC) Honeywell International Inc (HON) 3M Co (MMM) WEC Energy Group Inc (WEC) Brown-Forman Corporation Class B (BF.B) Bank OZK (OZK) Basis Cash (BAC) ARTISAN PARTNERS ASSET MANAGEMENT INC. (APAM) T Rowe Price Group Inc (TROW) Brown-Forman Corporation Class A (BF.A) General Dynamics Corporation (GD) Wells Fargo & Co (WFC) JPMorgan Chase (JPM) Diageo plc (DEO) Origin Protocol (OGN) Home Depot, Inc. (HD) Lowes Companies Inc (LOW) Pioneer Natural Resources Co (PXD) Bristol-Myers Squibb Co (BMY) Merck & Co., Inc. (MRK) Pfizer, Inc. (PFE) ELYSIA (EL) Convex Finance (CVX) Walmart, Inc. (WMT) Coca-Cola Co (KO) Procter & Gamble (PG) APA Corp (US) (APA) AES, Corp. (AES) PepsiCo, Inc. (PEP) Lockheed Martin Corporation (LMT) Cigna Corp (CI) Hershey Co (HSY) Target Corporation (TGT) Norfolk Southern Corp. (NSC) BlackRock Inc (BLK) BlackCoin (BLK) AbbVie Inc (ABBV) Exxon Mobil (XOM) Otis Worldwide Corp (OTIS) Comcast Corporation (CMCSA) Lennar Corporation (LEN) Gilead Sciences, Inc. (GILD)
Top Social Posts
Top posts by engagements in the last [--] hours
"Still looking for some good exposure to diabetes care: $ABT - Abbott Laboratories: A Lesser Johnson & Johnson https://seekingalpha.com/article/4529925-abbott-laboratories-a-lesser-johnson-and-johnsonsource=tweet https://seekingalpha.com/article/4529925-abbott-laboratories-a-lesser-johnson-and-johnsonsource=tweet"
X Link 2022-08-05T06:56Z [---] followers, [--] engagements
"@DividendDutch @dividendhike True. I think it is complelety okay against the backdrop of the upcoming $AJRD acquisition - I prefer prudent management ten times over short-sighted shareholder "rewards" - look at the mess $VFC is in now"
X Link 2023-02-24T23:16Z [---] followers, [--] engagements
"From conversations I suspect that many think that $KVUE will act as a sort of "bad bank" that will absorb the talc liabilities. This is not true and in fact $JNJ will retain most of the liabilities. Here's an update: https://seekingalpha.com/article/4584413-kenvue-ipo-still-leaves-johnson-and-johnson-with-most-of-the-talc-liabilities-an-updatesource=tweet https://seekingalpha.com/article/4584413-kenvue-ipo-still-leaves-johnson-and-johnson-with-most-of-the-talc-liabilities-an-updatesource=tweet"
X Link 2023-03-03T20:56Z [---] followers, [---] engagements
"Diageo Vs. Constellation Brands - One Is The Better Dividend Stock (With A Caveat) $DEO $DGEAF $STZ https://seekingalpha.com/article/4589859-diageo-vs-constellation-brands-one-is-the-better-dividend-stock-with-a-caveatsource=tweet https://seekingalpha.com/article/4589859-diageo-vs-constellation-brands-one-is-the-better-dividend-stock-with-a-caveatsource=tweet"
X Link 2023-03-24T14:29Z [---] followers, [---] engagements
"Feel free to check out my Q1 Earnings Review of Leggett & Platt $LEG on @SeekingAlpha In the article I present my view on the safety of the company's generous dividend against the backdrop of a still pretty challenging environment. https://seekingalpha.com/article/4598930-leggett-platt-q1-earnings-dont-worry-little-nervoussource=tweet https://seekingalpha.com/article/4598930-leggett-platt-q1-earnings-dont-worry-little-nervoussource=tweet"
X Link 2023-05-02T20:01Z [---] followers, [----] engagements
"Check out my review of Organon's $OGN earnings published on @SeekingAlpha - I think it's the better Viatris $VTRS but still not a buy: https://seekingalpha.com/article/4600047-organon-q1-earnings-review-better-viatris-still-not-buysource=tweet https://seekingalpha.com/article/4600047-organon-q1-earnings-review-better-viatris-still-not-buysource=tweet"
X Link 2023-05-04T22:00Z [---] followers, [---] engagements
"Check out my latest article on @SeekingAlpha in which I discuss whether Honeywell's dividend is at risk of being cut in a #recession: $HON #inflation #SupplyChain #recession2023"
X Link 2023-05-17T17:09Z [---] followers, [--] engagements
"$VFC - V.F. Corp. Q4 Earnings: Disaster Likely Averted - For Now Feel free to check out my latest article which just got published on @SeekingAlpha. In it I discuss VFC's full-year results and implications for my investment thesis. https://seekingalpha.com/article/4606940-vf-corp-stock-q4-2023-earnings-compelling-turnaround-play-reiterate-buysource=tweet https://seekingalpha.com/article/4606940-vf-corp-stock-q4-2023-earnings-compelling-turnaround-play-reiterate-buysource=tweet"
X Link 2023-05-24T11:52Z [---] followers, [----] engagements
"Check out my latest article on @SeekingAlpha in which I discuss several important effects of interest rates on home improvement retailers The Home Depot and Lowe's Companies. $HD $LOW #inflation #housingmarket #unemployment #debt https://seekingalpha.com/article/4607661-home-depot-vs-lowes-interest-rates-important-effectssource=tweet https://seekingalpha.com/article/4607661-home-depot-vs-lowes-interest-rates-important-effectssource=tweet"
X Link 2023-05-26T15:51Z [---] followers, [----] engagements
"In my latest article on @SeekingAlpha I point out why I still believe $TGT stock to remain a relatively safe dividend payer in the current environment. At the same time I explain why I continue to avoid the stock"
X Link 2023-06-05T10:19Z [---] followers, [--] engagements
"@European_DGI Good writeup thanks. If you feel the urge to fuel your confirmation bias 😀 check out my article on @SeekingAlpha in which I share my main reasons - besides litigation - for selling my $MMM position: https://seekingalpha.com/article/4610996-2-reasons-to-sell-3m-stock-despite-the-good-newsv=1686596852 https://seekingalpha.com/article/4610996-2-reasons-to-sell-3m-stock-despite-the-good-newsv=1686596852"
X Link 2023-06-12T21:22Z [---] followers, [--] engagements
"Litigation risks rising debt and aggressive share buybacks - these are the similarities between Norfolk Southern and 3M Company. But is $NSC truly a $MMM [---] Check out my latest article on @SeekingAlpha to find out: https://seekingalpha.com/article/4611504-norfolk-southern-3m-company-2-0source=tweet https://seekingalpha.com/article/4611504-norfolk-southern-3m-company-2-0source=tweet"
X Link 2023-06-14T18:18Z [---] followers, [--] engagements
"When everyone is looking in one direction dare to look the other. $NVDA $MSFT #ChatGPT #AI #GenerativeAI In my latest article on @SeekingAlpha I discuss the industry (and six individual picks) you need to watch in H2 2023:"
X Link 2023-06-19T15:00Z [---] followers, [--] engagements
"Feel free to check out my update on $MMM on @SeekingAlpha - taking into account yesterday's news of the agreement with public water suppliers: 3M Company: Good News Is Bad News - Weighing A Dividend Cut"
X Link 2023-06-23T20:04Z [---] followers, [--] engagements
"In my latest article on @SeekingAlpha I explore the question of whether T. Rowe Price vs. BlackRock resembles a carriage vs. steam car situation at the end of the 19th century. $BLK $TROW"
X Link 2023-07-05T22:32Z [---] followers, [----] engagements
"$MMM - 3M Company: I Replaced A Loser With These [--] Leaders $PXD $CME $PM"
X Link 2023-07-11T22:10Z [---] followers, [---] engagements
"@lynvesty @SeekingAlpha Thanks for asking. $TROW is a somewhat cyclical company considering its reliance on asset prices in particular equities. Given the [----] bear market the P/E is comparatively high due to lower E - depending on market performance going foward E should rebound"
X Link 2023-07-14T23:02Z [--] followers, [--] engagements
"In my latest article on @SeekingAlpha I share my thoughts on Johnson & Johnson's upcoming Q2 earnings release and whether we can expect news on the distribution of Kenvue shares. $JNJ $KVUE"
X Link 2023-07-17T15:09Z [---] followers, [--] engagements
"In my latest article on @SeekingAlpha I share my thoughts on Philip Morris' upcoming earnings release focusing on earnings quality the Swedish Match acquisition and dividend expectations. I also take a look at the "ESG penality" on $PM's bonds"
X Link 2023-07-21T04:11Z [---] followers, [---] engagements
"Feel free to check out my latest article on @SeekingAlpha: Fresenius Medical Care: Heads Don't Roll - They Run $FMS $FMCQF https://seekingalpha.com/article/4620383-fresenius-medical-care-heads-dont-roll-they-runsource=tweet https://seekingalpha.com/article/4620383-fresenius-medical-care-heads-dont-roll-they-runsource=tweet"
X Link 2023-07-27T13:07Z [---] followers, [--] engagements
"Feel free to check out my analysis of Leggett & Platt's Q2 earnings which got published on @SeekingAlpha a few moments ago: $LEG - Leggett & Platt Q2 Earnings: (Dividend) King - Pinned https://seekingalpha.com/article/4622116-leggett-platt-q2-earnings-dividend-king-pinnedsource=tweet https://seekingalpha.com/article/4622116-leggett-platt-q2-earnings-dividend-king-pinnedsource=tweet"
X Link 2023-08-01T14:22Z [---] followers, [---] engagements
"@Dividend_Talk @European_DGI On the question of whether $KVUE will be held accountable for $JNJ's talc liabilities feel free to read my article on @SeekingAlpha where I provide a detailed assessment of the situation: BTW - keep up the great work big fan of your podcast"
X Link 2023-08-01T16:05Z [---] followers, [---] engagements
"In my latest article on @SeekingALpha I share why I no longer consider V.F. Corp. stock a buy after Q1 earnings: $VFC #earningsseason #earnings #northface #vans https://seekingalpha.com/article/4622637-vf-corp-stock-q1-2024-earnings-rating-downgradesource=tweet https://seekingalpha.com/article/4622637-vf-corp-stock-q1-2024-earnings-rating-downgradesource=tweet"
X Link 2023-08-02T13:39Z [---] followers, [---] engagements
"Feel free to check out my deep dive into $RTX's engine issue (incl. an estimation of repair cost) just published on @SeekingAlpha: $RTX - RTX Corporation: A Bright Future To Unfold Despite The Engine Turmoil"
X Link 2023-08-10T15:45Z [---] followers, [--] engagements
"Fellow $JNJ shareholders - if you are still undecided whether to participate in the $KVUE exchange offer - feel free to check my latest article on @SeekingAlpha $KVUE - Kenvue Split-Off: Still Undecided [--] (And A Half) Aspects To Consider https://seekingalpha.com/article/4628978-kenvue-stock-split-off-still-undecided-aspects-to-considersource=tweet https://seekingalpha.com/article/4628978-kenvue-stock-split-off-still-undecided-aspects-to-considersource=tweet"
X Link 2023-08-16T20:44Z [---] followers, [---] engagements
"@everydaynorminv @European_DGI It's considerably more than what was proposed in the original settlement trust. However I would have expected a better reaction today. Still don't regret I sold. Happy with what I bought with the proceeds ($PM $PXD $CME)"
X Link 2023-08-28T21:35Z [---] followers, [--] engagements
"$LHX - L3Harris: The Secrets Of Becoming A New Defense Star (And A Caveat) . my latest article published on @SeekingAlpha today. $LMT $RTX $NOC"
X Link 2023-08-28T21:37Z [---] followers, [---] engagements
"After having enjoyed a wonderfuly vacation I finally returned to writing articles on @SeekingAlpha. Feel free to check out why I still consider $CME Group stock a buy despite the recent run-up:"
X Link 2023-09-21T15:42Z [---] followers, [---] engagements
"@everydaynorminv @SeekingAlpha $LEG is a very cyclical stock - admittedly and in retrospect I started buying it too early. But as I noted in my several articles on the company it's an ancillary position so its underperformance doesn't bother me at all. In fact I might add a few shares at this level"
X Link 2023-09-22T16:15Z [---] followers, [--] engagements
"Feel free to check out my latest article on @SeekingAlpha: Big Pharma R&D Spending: The Secret Ingredient To Outperformance $ABBV $AMGN $BMY $GILD $LLY $MRK $PFE #inflation #research"
X Link 2023-09-26T18:16Z [---] followers, [---] engagements
"@everydaynorminv Thanks for the note. I am considering starting a position in $EL too. Still not 100% on the valuation but maybe indeed time to dip in a toe"
X Link 2023-09-28T15:53Z [---] followers, [--] engagements
"@everydaynorminv I'll definitely write an update to my original analysis (see below) when I find the time. From the surface I don't like the combination of (manageable) issues and the high valuation (P/E [--] FCF yield 2%). It looks like a typical case of recency bias. https://seekingalpha.com/article/4568708-loreal-vs-estee-lauder-stock-better-pick https://seekingalpha.com/article/4568708-loreal-vs-estee-lauder-stock-better-pick"
X Link 2023-09-29T13:36Z [---] followers, [--] engagements
"@stronghobbit @everydaynorminv Thanks for the input. I'll definitely look at L'Oral and depending on whether material news have changed my original conclusion and/or are worth noting I'll gladly include it in the discussion"
X Link 2023-09-29T16:44Z [---] followers, [--] engagements
"$OGN stock cannot seem to find a bottom (down 40% since my first article). Do you think it's a value trap Feel free to check out my update which was published today on @SeekingAlpha:"
X Link 2023-10-04T18:27Z [---] followers, [---] engagements
"@everydaynorminv I am buying all the way down. Added a few shares of $BMY yesterday and I am contemplating on adding to $LHX today or tomorrow"
X Link 2023-10-04T18:28Z [---] followers, [--] engagements
"In my latest article on @SeekingAlpha I take a look at the potential impact of the growing backlash against ESG investing on asset manager BlackRock. $BLK #ESG #earnings #stocks #stockstowatch #StocksInFocus #StockMarket"
X Link 2023-10-09T17:59Z [---] followers, [--] engagements
"Check out my lastest article on @SeekingAlpha in which I share my thoughts on $LMT's rather paltry dividend hike my future expectations and potential impacts of a "higher for longer" interest rate environment"
X Link 2023-10-11T21:33Z [---] followers, [---] engagements
"Apologies for the delay - feel free to check out my take on Exxon Mobil's intention to acquire Pioneer Natural Resources: $XOM $PXD $CVX @SeekingAlpha #BigOil #oilandgas"
X Link 2023-10-16T19:25Z [---] followers, [---] engagements
"Troubled major banks Truist Financial and U.S. Bancorp will report their Q3 earnings this week - check out my earnings preview on @SeekingAlpha in which I address a risk indicator nobody seems to talk about. $TFC $USB #banks #earnings #StocksInFocus"
X Link 2023-10-16T19:27Z [---] followers, [---] engagements
"$PM - Philip Morris Q3 Earnings Preview: What Nobody Is Talking About"
X Link 2023-10-17T17:37Z [---] followers, [---] engagements
"Check out my latest article on @SeekingAlpha in which I discuss activist investor Engaged Capital' stake in troubled apparel retailer V.F. Corp.: $VFC - V.F. Corporation: Activist Involvement Confirms Strong Value Proposition (Upgrade)"
X Link 2023-10-17T23:17Z [---] followers, [--] engagements
"In my latest article on @Seekinglpha I explain why the elimination of the already cut dividend could be one of the first steps of activist Engged Capital: $VFC #dividend #StockToWatch #StocksInFocus"
X Link 2023-10-18T07:45Z [---] followers, [--] engagements
"Feel free to check out my latest article on @SeekingAlpha in which I cover a preferred stock: $USB - U.S. Bancorp: Why The Common Is Better Than The Preferreds Despite Their Higher Yield"
X Link 2023-10-23T15:41Z [---] followers, [--] engagements
"In my latest article published today on @SeekingAlpha I discuss whether Norfolk Southern stock is a wise choice amid potentially higher for longer interest rates and the company's high leverage. $NSC #StockToWatch #interestrates"
X Link 2023-10-23T18:46Z [---] followers, [--] engagements
"In my latest article on @SeekingAlpha I share my thoughts of RTX's Q3 earnings and give an update on the GTF engine issue. I also updated my valuation to account for the higher risk-free rate. $RTX #StockToWatch #earnings #interestrates #inflation"
X Link 2023-10-26T07:52Z [---] followers, [---] engagements
"@European_DGI "It's clear that L'Oreal is by far the strongest and it's therefore the only one that I would like to own." - well said there isn't much reason to go with #2 just because it's cheaper. If I had to buy one today I'd definitely pick $LRLCY. I love its brands portfolio"
X Link 2023-11-01T18:23Z [---] followers, [---] engagements
"@everydaynorminv @bluff_capital I'm sorry to hear about your (paper) loss. But I bet you didn't take an aggressive approach to buying and just dipped a toe in cautiously. That's the way it is with falling knives. $LEG - on which I wrote an update today - is my falling knife"
X Link 2023-11-01T18:27Z [---] followers, [--] engagements
"With a dividend yield of nearly 8% Mr. Market's message about Leggett & Platt is clear - but is he right Feel free to check out my Q3 earnings review on @SeekingAlpha $LEG #recession #stockstowatch #earnings https://seekingalpha.com/article/4645933-leggett-and-platt-q3-earnings-next-dividend-king-to-failsource=tweet https://seekingalpha.com/article/4645933-leggett-and-platt-q3-earnings-next-dividend-king-to-failsource=tweet"
X Link 2023-11-01T18:34Z [---] followers, [---] engagements
"@everydaynorminv @bluff_capital I too think $EL will be fine in the long run but I won't be adding it to my portfolio (at least not at this point). It concerns me that $LRLCY continues to fire on all cylinders but I think I understand why (far superior brand portfolio)"
X Link 2023-11-01T18:40Z [---] followers, [--] engagements
"Always be mindful of recency bias - at $54 $PYPL stock looks extremely cheap. However after the rather mixed third quarter results it's pretty easy to still say no. #stockstowatch #earnings @SeekingAlpha"
X Link 2023-11-02T11:25Z [---] followers, [---] engagements
"Otis Worldwide: Why You Should Look Past The New Equipment Slowdown @SeekingAlpha $OTIS #Elevator #stockstowatch #earnings https://seekingalpha.com/article/4649112-otis-worldwide-why-you-should-look-past-the-new-equipment-slowdownsource=tweet https://seekingalpha.com/article/4649112-otis-worldwide-why-you-should-look-past-the-new-equipment-slowdownsource=tweet"
X Link 2023-11-08T15:43Z [---] followers, [---] engagements
"The Home Depot: With the risk-free rate at almost 5% a word of reason on the stock and its dividend is in order. Home Depot Stock Trades Below $300: A Solid Buy Going Into Q3 Earnings $HD #stockstowatch @SeekingAlpha #earnings"
X Link 2023-11-10T18:15Z [---] followers, [--] engagements
"In my latest article on @SeekingAlpha I discuss Diageo's profit warning and Q&A call. I also take a look at Berkshire's stake in $DEO and reveal whether I added to my position after the precipitous drop. $DGEAF #stockstowatch #StocksToBuy #buffett https://seekingalpha.com/article/4651422-diageo-stock-finally-buy-now-after-the-sharp-dropsource=tweet https://seekingalpha.com/article/4651422-diageo-stock-finally-buy-now-after-the-sharp-dropsource=tweet"
X Link 2023-11-14T15:09Z [---] followers, [---] engagements
"Walmart Q3 Earnings: At Some Point You Can Only Disappoint (Rating Downgrade) $WMT #stockstowatch #earnings #inflation @SeekingAlpha"
X Link 2023-11-16T18:44Z [---] followers, [---] engagements
"@dividendology I wrote an update on $WMT today on Seeking Alpha - Suffice it to say the stock is priced to perfection and I can't see the appeal - neither from a total return perspective nor from a dividend growth perspective"
X Link 2023-11-16T18:46Z [---] followers, [---] engagements
"In my latest article on @SeekingAlpha I share what to expect from Kohl's third-quarter earnings. I also take a look at its store footprint and explore whether the short squeeze can continue. Could $KSS stock be a Gamestop [---] $GME #stockstowatch"
X Link 2023-11-18T00:22Z [---] followers, [---] engagements
"Check out my report on Lowe's Companies' Q3 earnings report on @SeekingAlpha: Look Past The Poor Sales Guidance - Lowe's Is Catching Up $LOW #stockstowatch #StocksToBuy #inflation"
X Link 2023-11-21T22:34Z [---] followers, [--] engagements
"I added eight further articles to my (now maxed-out) list of "Author's Picks" for you to be read without a subscription. Here is the list: Stocks discussed: $BTI $IMBBY $MO $PM $MCD $MMM $TFC $USB $JNJ $KVUE $ADBE $MRK $CMCSA $BBBY and many more"
X Link 2023-12-01T15:12Z [---] followers, [---] engagements
"$DELL - Dell Technologies: Betting On AI Better Say Good Bye"
X Link 2023-12-05T14:08Z [---] followers, [--] engagements
"$BTI shocked investors today with its [--] billion impairment bombshell. In my update which was just published on @SeekingAlpha I share my take on the news. #stockstowatch #StocksInFocus #earnings $BTAFF https://seekingalpha.com/article/4656392-british-american-tobacco-what-to-make-of-the-25-billion-bombshellsource=tweet https://seekingalpha.com/article/4656392-british-american-tobacco-what-to-make-of-the-25-billion-bombshellsource=tweet"
X Link 2023-12-06T20:43Z [---] followers, [---] engagements
"$LEN - Lennar Q4 Earnings: What To Expect Amid The Stock Rally"
X Link 2023-12-11T21:10Z [--] followers, [--] engagements
"Read in my latest article on @SeekingAlpha why - contrary to expectations - $MO will not recognize an impairment charge on its cigarette business like $BTI I will also quantify the potential impact of the upcoming menthol ban on MO's cash flow"
X Link 2023-12-12T20:13Z [---] followers, [---] engagements
"@European_DGI @Dividend_Talk Great episode as always Regarding the suspected impairment for Altria $MO (I recall you mentioned it in the context of $BTI's impairment) feel free to check out my article on @SeekingAlpha:"
X Link 2023-12-12T20:18Z [---] followers, [---] engagements
"In my latest article on @SeekingAlpha I explain an alternative approach to valuing tobacco stocks using Imperial Brands as a case study. $IMBBY $BTI $MO $PM $BTAFF https://seekingalpha.com/article/4658491-tobacco-stocks-valuing-them-correctly-using-imperial-brands-case-studysource=tweet https://seekingalpha.com/article/4658491-tobacco-stocks-valuing-them-correctly-using-imperial-brands-case-studysource=tweet"
X Link 2023-12-18T18:43Z [---] followers, [---] engagements
"Here are five world-class companies that I am convinced will bring me closer to my ambitious goal of being able to fund my living expenses through dividends. All the best for [----] and happy investing everyone $CME $RHHBY $RTX $PG $KO @SeekingAlpha"
X Link 2023-12-30T11:39Z [---] followers, [---] engagements
"@rev_cap I started a position in Q1 '23 and really like its fundamentals. I just published an update (together with other stocks) on SA. You can check it out for free: Here are my previous articles on $CME:"
X Link 2024-01-07T20:04Z [---] followers, [--] engagements
"$JNJ - Johnson & Johnson: Still The Same Good Old SWAN Stock After The Split-Off https://seekingalpha.com/article/4663070-johnson-and-johnson-stock-is-dividend-still-safe-after-kenvue-split-offsource=tweet https://seekingalpha.com/article/4663070-johnson-and-johnson-stock-is-dividend-still-safe-after-kenvue-split-offsource=tweet"
X Link 2024-01-16T15:56Z [---] followers, [---] engagements
"$MO - Altria Q4 Earnings Preview: The Next Leg Lower No Here's Why"
X Link 2024-01-23T13:54Z [---] followers, [--] engagements
"Members of the SA community asked me about $PM's earnings adjustments. In my latest article on @SeekingAlpha (Editor's Pick) I take a close look at the financials for possible signs of earnings manipulation. #stockstowatch #earnings #Accounting"
X Link 2024-01-26T19:11Z [---] followers, [--] engagements
"$CME - CME Group Q4 Earnings Preview: The Fortress In The Storm"
X Link 2024-02-08T07:35Z [---] followers, [--] engagements
"In my latest article on @SeekingAlpha I give an update on the security of Dividend King Leggett & Platt's payout after weak free cash flow guidance: $LEG #StocksToWatch #EarningsCall https://seekingalpha.com/article/4669109-leggett-and-platt-is-the-dividend-still-safe-amid-poor-cash-flow-guidancesource=tweet https://seekingalpha.com/article/4669109-leggett-and-platt-is-the-dividend-still-safe-amid-poor-cash-flow-guidancesource=tweet"
X Link 2024-02-09T19:38Z [---] followers, [---] engagements
"@everydaynorminv @SeekingAlpha It's - by far - my worst performing position so it makes sense to follow it closely. While the environment is obviously challenging for $LEG I appreciate what management does - and above all that they maintain their open to-the-point way of informing investors"
X Link 2024-02-10T09:43Z [---] followers, [--] engagements
"In my latest article on @SeekingAlpha which was selected as an Editor's Pick I take a good look at Walmart's FY2024 earnings and share my thoughts on the surprisingly high 9% dividend hike as well as the acquisition of Vizio $WMT $VZIO #StocksToWatch"
X Link 2024-02-22T23:15Z [---] followers, [--] engagements
"My deep dive into diversified O&G company $APA was published today on @SeekingAlpha. I explain my reasons for initiating a position but also share what I dislike about the company. Of course I also cover the Callon acquisition and its Suriname assets"
X Link 2024-02-29T23:14Z [---] followers, [--] engagements
"And another stock I haven't covered in detail since more than [--] years. WEC Energy Group - a high-quality utility - hasn't been this attractive in [--] years. In my update on @SeekingAlpha I explain why I just bought a position in $WEC https://seekingalpha.com/article/4676324-wec-energy-hasnt-been-this-attractive-in-10-years-time-to-load-upsource=tweet https://seekingalpha.com/article/4676324-wec-energy-hasnt-been-this-attractive-in-10-years-time-to-load-upsource=tweet"
X Link 2024-03-06T18:41Z [---] followers, [--] engagements
"$USB - U.S. Bancorp Stock: Still A Good Buy A Year After The Crash https://seekingalpha.com/article/4678467-us-bancorp-stock-is-it-good-buy-one-year-after-crashsource=tweet https://seekingalpha.com/article/4678467-us-bancorp-stock-is-it-good-buy-one-year-after-crashsource=tweet"
X Link 2024-03-15T13:32Z [---] followers, [--] engagements
"With the broad market going to the🌕🚀 and $VFC going📉 an update is well in order. Read on @SeekingAlpha whether its deleveraging plan is realistic or whether it's on the brink of losing its investment grade rating: https://seekingalpha.com/article/4680516-vf-corp-is-its-deleveraging-plan-realisticsource=tweet https://seekingalpha.com/article/4680516-vf-corp-is-its-deleveraging-plan-realisticsource=tweet"
X Link 2024-03-26T23:04Z [---] followers, [--] engagements
"Is there any value left in the defense sector in general and in Lockheed Martin RTX Corp and L3Harris in particular Feel free to check out my latest article on @SeekingAlpha $LMT $RTX $LHX https://seekingalpha.com/article/4681543-lockheed-rtx-l3harris-any-value-left-defense-sectorsource=tweet https://seekingalpha.com/article/4681543-lockheed-rtx-l3harris-any-value-left-defense-sectorsource=tweet"
X Link 2024-04-01T20:53Z [---] followers, [--] engagements
"$JNJ - Johnson & Johnson Q1 Earnings Preview: Shockwave Could Be A Good Fit Despite Headwinds https://seekingalpha.com/article/4683250-johnson-johnson-q1-earnings-preview-shockwave-good-fit-despite-headwindssource=tweet https://seekingalpha.com/article/4683250-johnson-johnson-q1-earnings-preview-shockwave-good-fit-despite-headwindssource=tweet"
X Link 2024-04-11T20:53Z [---] followers, [--] engagements
"Feel free to check out my latest article on @SeekingAlpha. Procter & Gamble Q3 Earnings Preview: Still A Good Dividend Growth Stock $PG #StocksToWatch #earnings #earningsseason https://seekingalpha.com/article/4683788-procter-and-gamble-q3-earnings-preview-still-good-dividend-growth-stock https://seekingalpha.com/article/4683788-procter-and-gamble-q3-earnings-preview-still-good-dividend-growth-stock"
X Link 2024-04-15T13:08Z [---] followers, [--] engagements
"And my article from Monday - a preview of Altria's Q1 [----] earnings and my take on Altria's growth prospects: #StockToWatch $MO https://seekingalpha.com/article/4685035-altria-q1-earnings-preview-is-2024-2028-growth-expectation-realistic https://seekingalpha.com/article/4685035-altria-q1-earnings-preview-is-2024-2028-growth-expectation-realistic"
X Link 2024-04-23T18:10Z [---] followers, [--] engagements
"And finally my update on Gilead Sciences - after roughly [---] years: #stocktobuy $GILD https://seekingalpha.com/article/4685264-gilead-q1-earnings-preview-most-gains-wiped-out-cause-for-concern https://seekingalpha.com/article/4685264-gilead-q1-earnings-preview-most-gains-wiped-out-cause-for-concern"
X Link 2024-04-23T18:14Z [---] followers, [---] engagements
"My - by far - worst performing stock took another beating today - Leggett & Platt lost more than 30% in early trading. Here's a brief update I published on @SeekingAlpha: $LEG https://seekingalpha.com/article/4687967-leggett-and-platt-cuts-dividend-signs-of-existential-threat https://seekingalpha.com/article/4687967-leggett-and-platt-cuts-dividend-signs-of-existential-threat"
X Link 2024-05-01T16:38Z [---] followers, [---] engagements
"@everydaynorminv @SeekingAlpha True - this shows how important a proper risk management (read: diversification) strategy is"
X Link 2024-05-02T07:19Z [---] followers, [--] engagements
"Starbucks Q2 earnings and the 16% drop are all over the news. However what looks like a bargain is still priced for significant growth. I had $SBUX stock on my watch list for more than two years now and I continue to be patient - read here why: https://seekingalpha.com/article/4688323-starbucks-stock-q2-earnings-valuation-attractive-after-sharp-drop-only-on-surface-hold https://seekingalpha.com/article/4688323-starbucks-stock-q2-earnings-valuation-attractive-after-sharp-drop-only-on-surface-hold"
X Link 2024-05-02T07:21Z [---] followers, [---] engagements
"In my Q1 earnings preview for Kenvue ($KVUE former Consumer Health segment of the mighty $JNJ) I make sense of the sharp decline in [----] EPS consensus (-11%) and point to a potentially troubling trend. https://seekingalpha.com/article/4689063-kenvue-q1-earnings-preview-a-potentially-troubling-trend https://seekingalpha.com/article/4689063-kenvue-q1-earnings-preview-a-potentially-troubling-trend"
X Link 2024-05-04T01:22Z [---] followers, [--] engagements
"I just published an update on my investment in APA Corp. $APA (small underfollowed O&G company) in which I discuss the significantly lower than expected post-merger production guidance. Feel free to check it out on @SeekingAlpha: https://seekingalpha.com/article/4691936-apa-corp-q1-earnings-buy-despite-disappointing-production-guidance https://seekingalpha.com/article/4691936-apa-corp-q1-earnings-buy-despite-disappointing-production-guidance"
X Link 2024-05-10T18:53Z [---] followers, [--] engagements
"ZYN is on fire and it increasingly looks like $PM took over Swedish Match for a very favorable price. 80% growth in the U.S. is just unheard off. Here is my update on Philip Morris International published today on @SeekingAlpha: https://seekingalpha.com/article/4694502-philip-morris-international-zyn-defying-gravity https://seekingalpha.com/article/4694502-philip-morris-international-zyn-defying-gravity"
X Link 2024-05-20T19:17Z [---] followers, [---] engagements
"Here's an update on $VFC after poor Q4 and full-year FY2024 earnings which was published last week on @SeekingAlpha: https://seekingalpha.com/article/4695189-vf-corporation-q4-earnings-a-supreme-disaster-vfc-stock https://seekingalpha.com/article/4695189-vf-corporation-q4-earnings-a-supreme-disaster-vfc-stock"
X Link 2024-05-27T09:28Z [---] followers, [---] engagements
"I keep returning to Brown-Forman but I just can't bring myself to initiating a position. Read why in my latest article on @SeekingAlpha: $BF.A $BF.B https://seekingalpha.com/article/4697925-brown-forman-stock-down-40-percent-from-highs-still-not-buy https://seekingalpha.com/article/4697925-brown-forman-stock-down-40-percent-from-highs-still-not-buy"
X Link 2024-06-08T07:38Z [---] followers, [---] engagements
"Owning $LMT $RTX and $LHX I have been thinking about adding a fourth defense stock to my portfolio. Find out on @SeekingAlpha why I chose $NOC despite weakening margins and recent setbacks: https://seekingalpha.com/article/4699322-northrop-grumman-why-its-a-buy-despite-weakening-margins-and-recent-setbacks https://seekingalpha.com/article/4699322-northrop-grumman-why-its-a-buy-despite-weakening-margins-and-recent-setbacks"
X Link 2024-06-15T00:12Z [---] followers, [---] engagements
"My recent research on $NOC prompted a fresh look at Lockheed Martin Corp. - one of my longer-term holdings. In my latest article on @SeekingALpha I explore the question of whether $LMT could be losing steam in terms of dividend growth. https://seekingalpha.com/article/4700394-is-lockheed-martin-losing-steam-as-a-dividend-growth-stock https://seekingalpha.com/article/4700394-is-lockheed-martin-losing-steam-as-a-dividend-growth-stock"
X Link 2024-06-21T18:51Z [---] followers, [---] engagements
"Siemens - while not a particularly enticing buy right now in the mid-170s remains a long-term hold and great candidate for the watch list. Here's my latest analysis posted today on @SeekingAlpha $SIEGY $SMAWF https://seekingalpha.com/article/4701543-siemens-three-reasons-it-should-be-high-up-on-your-watch-list https://seekingalpha.com/article/4701543-siemens-three-reasons-it-should-be-high-up-on-your-watch-list"
X Link 2024-06-28T20:26Z [---] followers, [--] engagements
"Is $CME's monopoly being threatened by $BGC's new exchange FMX I think not read here on @SeekingAlpha why I continue to sleep very well with my investment in CME stock: https://seekingalpha.com/article/4702618-cme-group-vs-fmx-may-the-race-to-the-bottom-begin https://seekingalpha.com/article/4702618-cme-group-vs-fmx-may-the-race-to-the-bottom-begin"
X Link 2024-07-07T19:39Z [---] followers, [---] engagements
"The median deviation of $JNJ's adjusted EPS from reported EPS over the last ten years was +46% Time to take a closer look at $JNJ's earnings quality - see my latest article on @SeekingAlpha: https://seekingalpha.com/article/4703489-johnson-and-johnson-q2-earnings-preview-scrutinizing-its-earnings-quality https://seekingalpha.com/article/4703489-johnson-and-johnson-q2-earnings-preview-scrutinizing-its-earnings-quality"
X Link 2024-07-11T21:56Z [---] followers, [--] engagements
"It's always motivating to see when your work is appreciated and recognized. As such I feel proud that four articles in a row were selected as "Editor's Pick". Feel free to check out my update on Truist $TFC (and competitor $USB): @SeekingAlpha https://seekingalpha.com/article/4705081-why-truist-financial-stock-not-buy-ahead-q2-earnings https://seekingalpha.com/article/4705081-why-truist-financial-stock-not-buy-ahead-q2-earnings"
X Link 2024-07-19T15:47Z [---] followers, [---] engagements
"Lately I was a bit on the fence about my position in L3Harris Technologies. In my latest article on @SeekingAlpha I take a look at its streamlining program and why I believe the rally is partially unwarranted/premature: $LHX https://seekingalpha.com/article/4705387-l3harris-q2-earnings-preview-can-the-outperformance-continue https://seekingalpha.com/article/4705387-l3harris-q2-earnings-preview-can-the-outperformance-continue"
X Link 2024-07-22T22:24Z [---] followers, [--] engagements
"P&G reports its FY2024 results on Tuesday. Besides an earnings preview I discuss reasons for $PG's continued strong performance. And because it's seemingly never a good value I share a few tips how I buy these "always expensive" stocks. https://seekingalpha.com/article/4707102-procter-and-gamble-earnings-preview-tips-for-buying-expensive-stocks-smartly https://seekingalpha.com/article/4707102-procter-and-gamble-earnings-preview-tips-for-buying-expensive-stocks-smartly"
X Link 2024-07-26T20:03Z [---] followers, [--] engagements
"Feel free to check out my fiscal [----] earnings update for Halma p.l.c. which was published a while ago on @SeekingAlpha : $HALMY $HLMAF https://seekingalpha.com/article/4707607-is-halma-worth-the-hype-analyzing-its-2024-earnings-and-premium-stock-valuation https://seekingalpha.com/article/4707607-is-halma-worth-the-hype-analyzing-its-2024-earnings-and-premium-stock-valuation"
X Link 2024-08-03T17:26Z [---] followers, [--] engagements
"While I didn't participate in the Kenvue exchange offer last year the company's fundamentals continue to attract my attention. Find out in my latest article on @SeekingAlpha why I think $KVUE could become a solid dividend (growth) investment: $JNJ https://seekingalpha.com/article/4710081-is-kenvue-the-next-big-dividend-growth-stock https://seekingalpha.com/article/4710081-is-kenvue-the-next-big-dividend-growth-stock"
X Link 2024-08-04T15:47Z [---] followers, [---] engagements
"Looks like $KVUE posted some excellent results today. Glad I opened a position but of course I wouldn't mind the stock languishing along a little longer. That said - always good to see when fundamentals strengthen"
X Link 2024-08-06T19:49Z [---] followers, [--] engagements
"Troubled fashion company $VFC released its Q1 FY25 earnings yesterday - the stock popped 7% in AM trading. In my update on @SeekingAlpha I explain why I can't quite understand the market's reaction to what I believe was another rather weak report. https://seekingalpha.com/article/4711302-vf-corp-q1-earnings-little-early-to-be-optimistic https://seekingalpha.com/article/4711302-vf-corp-q1-earnings-little-early-to-be-optimistic"
X Link 2024-08-07T09:02Z [---] followers, [---] engagements
"$LOW has appreciated quite nicely against the backdrop of a challenging macro environment. In my update on @SeekingAlpha I provide a detailed valuation analysis and discuss whether $LOW is indeed a sell ahead of Q2 FY2025 earnings. https://seekingalpha.com/article/4715150-lowes-critical-valuation-assessment-going-into-q2-earnings https://seekingalpha.com/article/4715150-lowes-critical-valuation-assessment-going-into-q2-earnings"
X Link 2024-08-16T21:35Z [---] followers, [--] engagements
"After the run-up here's my update on high-quality utility Duke Energy published on Friday on @SeekingAlpha: $DUK https://seekingalpha.com/article/4715291-think-twice-real-cost-duke-3-7-percent-dividend-yield https://seekingalpha.com/article/4715291-think-twice-real-cost-duke-3-7-percent-dividend-yield"
X Link 2024-08-19T07:36Z [---] followers, [--] engagements
"I finally found the time to look into Bank $OZK - and I really liked what I saw. In my view this is one of the increasingly few compelling value opportunities in this richly valued market. Feel free to check out my article on @SeekingAlpha https://seekingalpha.com/article/4716798-reasons-why-i-just-bought-bank-ozk-and-a-caveat https://seekingalpha.com/article/4716798-reasons-why-i-just-bought-bank-ozk-and-a-caveat"
X Link 2024-08-23T23:07Z [---] followers, [---] engagements
"The tobacco sector has staged a massive comeback in recent months.📈 Check out my latest analysis in which I cover $IMBBY $BTI $MO and $PM. I give reasons for the valuation differences and explain where I still see value in the tobacco sector. https://seekingalpha.com/article/4718113-imperial-brands-goes-boom-is-there-still-value-in-tobacco-sector-imbbf-imbby https://seekingalpha.com/article/4718113-imperial-brands-goes-boom-is-there-still-value-in-tobacco-sector-imbbf-imbby"
X Link 2024-08-30T16:36Z [---] followers, [---] engagements
"In my latest article on @SeekingAlpha I share why I continue to add to my position in U.S. Bancorp $USB - despite the expected lower interest rate environment: https://seekingalpha.com/article/4722996-why-i-am-buying-us-bancorp-despite-lower-interest-rate-expectations https://seekingalpha.com/article/4722996-why-i-am-buying-us-bancorp-despite-lower-interest-rate-expectations"
X Link 2024-09-25T10:57Z [---] followers, [--] engagements
"It has been an exciting and stimulating journey so far on @SeekingAlpha. Truly a great place for exchange with fellow investors. Today I published my 300th article covering spices and flavors giant McCormick & Company: $MKC #earnings #StocksToWatch https://seekingalpha.com/article/4723533-mccormick-q3-earnings-preview-reiterate-sell-rating https://seekingalpha.com/article/4723533-mccormick-q3-earnings-preview-reiterate-sell-rating"
X Link 2024-09-26T22:36Z [---] followers, [--] engagements
"Here's my take on how I navigate the current environment with regard to investing in banks including a few useful macro and micro indicators: $USB $TFC $BAC $OZK https://seekingalpha.com/article/4725095-navigating-us-bank-investing-recession-fears-rate-cut-fantasies https://seekingalpha.com/article/4725095-navigating-us-bank-investing-recession-fears-rate-cut-fantasies"
X Link 2024-10-07T21:27Z [---] followers, [--] engagements
"Kenvue: Turning Cautious On The Stock While Remaining Optimistic On The Business - my article published on @SeekingAlpha last Wednesday: $KVUE $JNJ https://seekingalpha.com/article/4724594gt=5df6c29427e8ebb8 https://seekingalpha.com/article/4724594gt=5df6c29427e8ebb8"
X Link 2024-10-07T21:30Z [---] followers, [--] engagements
"$RTO is down another 15% since my June article. In my update on Rentokil Initial I discuss why I am still not a buyer - despite Trian having taken a stake. I also explain the particularities of Trian's stake and the possible role of Janus Henderson. https://seekingalpha.com/article/4726734-rentokil-why-trians-stake-shouldnt-turn-heads https://seekingalpha.com/article/4726734-rentokil-why-trians-stake-shouldnt-turn-heads"
X Link 2024-10-15T22:04Z [---] followers, [---] engagements
"In my article on troubled health insurer Elevance Health I explain - in a hopefully balanced way - why I recently opened a position in $ELV stock. Feel free to check it out on @SeekingAlpha #StocksToWatch https://seekingalpha.com/article/4727662-elevance-health-stock-looking-beyond-near-term-issues-im-buyer https://seekingalpha.com/article/4727662-elevance-health-stock-looking-beyond-near-term-issues-im-buyer"
X Link 2024-10-21T17:38Z [---] followers, [---] engagements
"Truist Financial one of my contrarian investments back in March [----] posted pretty solid Q3 results. Feel free to check out my update on @SeekingAlpha in which I explain why $TFC is slowly regaining my trust after several disappointing quarters. https://seekingalpha.com/article/4728015-how-truists-solid-q3-is-slowly-winning-back-my-trust https://seekingalpha.com/article/4728015-how-truists-solid-q3-is-slowly-winning-back-my-trust"
X Link 2024-10-21T20:35Z [---] followers, [--] engagements
"It looks like $VFC's turnaround is showing progress - the stock is up 25% today after Q2 FY2025 earnings. While I think a rebound was justified there are some aspects I'm not too happy about. Feel free to check out my latest article on @SeekingAlpha: https://seekingalpha.com/article/4730324-vf-corp-q2-earnings-time-to-party-not-so-fast-mr-market https://seekingalpha.com/article/4730324-vf-corp-q2-earnings-time-to-party-not-so-fast-mr-market"
X Link 2024-10-29T19:42Z [---] followers, [--] engagements
"Connectivity and media giant Comcast reported Q3 earnings today. Check out my earnings update and discussion of the business separation rumors on @SeekingAlpha: $CMCSA #EarningsReport https://seekingalpha.com/article/4731747-comcast-q3-earnings-long-awaited-catalyst https://seekingalpha.com/article/4731747-comcast-q3-earnings-long-awaited-catalyst"
X Link 2024-11-01T00:38Z [---] followers, [--] engagements
"$AES is an interesting and underfollowed utility with a 4.7% yield and 4%-5% dividend growth - what's not to like Check out my latest article on @SeekingAlpha to find out: https://seekingalpha.com/article/4732836-aes-stock-delving-deeper-than-just-dividend-temptations https://seekingalpha.com/article/4732836-aes-stock-delving-deeper-than-just-dividend-temptations"
X Link 2024-11-05T23:25Z [---] followers, [---] engagements
". and here are four reasons why I more than happy to have added to my position in managed care company The Cigna Group $CI after once again solid Q3 numbers (and despite the Humana-merger rumors): https://seekingalpha.com/article/4733387-cignas-impressive-q3-4-compelling-reasons-to-buy-now https://seekingalpha.com/article/4733387-cignas-impressive-q3-4-compelling-reasons-to-buy-now"
X Link 2024-11-05T23:40Z [---] followers, [---] engagements
"Gilead Sciences reported strong Q3 [----] earnings. Check out my latest article on @SeekingAlpha in which I discuss the results and explain why an above-average dividend increase could be announced in early January: $GILD #earnings https://seekingalpha.com/article/4734231-why-gilead-solid-q3-earnings-could-point-to-a-dividend-surprise-next-year https://seekingalpha.com/article/4734231-why-gilead-solid-q3-earnings-could-point-to-a-dividend-surprise-next-year"
X Link 2024-11-08T09:40Z [---] followers, [--] engagements
"Home improvement giant The Home Depot reported solid Q3 earnings today. Check out my earnings analysis on @SeekingAlpha and find out why I continue to hold on $HD stock despite the rich valuation: https://seekingalpha.com/article/4736403-home-depot-a-contrarian-sell-after-solid-q3-earnings-no-heres-why https://seekingalpha.com/article/4736403-home-depot-a-contrarian-sell-after-solid-q3-earnings-no-heres-why"
X Link 2024-11-12T17:06Z [---] followers, [--] engagements
"Organon has declined quite a bit from its recent highs. $OGN stock has its (serious) risks but I increasingly like the risk/reward profile. Check out my latest analysis on @SeekingAlpha in which I also discuss Organon's Q3 [---] earnings: https://seekingalpha.com/article/4736846-organon-certainly-a-risky-bet-but-looks-increasingly-compelling https://seekingalpha.com/article/4736846-organon-certainly-a-risky-bet-but-looks-increasingly-compelling"
X Link 2024-11-17T22:11Z [---] followers, [---] engagements
"$HON is in the news after Elliott's 3%+ stake. On @SeekingAlpha I explain why I think Elliott has valid arguments while at the same time I don't think the proposed separation of Honeywell is necessarily a good idea. https://seekingalpha.com/article/4738823-honeywell-activism-is-good-but-not-a-fan-of-breakup https://seekingalpha.com/article/4738823-honeywell-activism-is-good-but-not-a-fan-of-breakup"
X Link 2024-11-19T23:29Z [---] 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
"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
"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
"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
"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
"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
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