Dividend Wave

Dividend growth stocks analysis
Getting dividends to fund travel/surfing
Graphs/data to be a better investor
Some growth and crypto
Semiconductors ftw

[Dividend Wave @DividendWave]

Dividend wave philosophy
Find the companies that will supply a growing wave
Allocate the energy ($) to enter.
Surf it
If dividends aren't growing, find another wave

[Dividend Wave @DividendWave]

$META after $155 B in buybacks over the past 6 FY time to diluted again?

[*Walter Bloomberg @DeItaone]

$META - *META WEIGHS RAISING TENS OF BILLIONS IN NEW SHARE SALE: FT

[Dividend Wave @DividendWave]

$AVGO Cash flow
2Q YoY
OCF +60%
FCF +60%

[Dividend Wave @DividendWave]

$AVGO 2Q as guided; massive 3Q guidance
2Q YoY
Revenue $22.2 B (record Q) +48% (+15%QoQ)
Semiconductor solutions +79%
Infrastructure software +9%
Net income +88%
Dil. EPS +85% (Adj +54%)
OCF +60%
FCF +60%

3Q guide
Revenue $29.4 B (+84% YoY ;+33% QoQ)
https://t.co/pHbPc83mMP

[Dividend Wave @DividendWave]

$UNH 5% dividend increase

https://t.co/F8PTyMazM3

[Dividend Wave @DividendWave]

@typesfast You’re right.
At least go for a few more characters and describe why
And copy Portuguese PM @LMontenegro_PT
You may get a proper action list to solve it or “sir, this is a Wendy’s”.
Curious myself

[Dividend Wave @DividendWave]

@legotian pero el FCF 🥴
https://t.co/aBt3pPT2q0

[Dividend Wave @DividendWave]

Ex-dividend this week:
$NVDA Nvidia
$PEP PepsiCo
$NKE Nike
$PYPL Paypal
$ADI Analog Devices

[Dividend Wave @DividendWave]

$ABBV Cash flow

[Dividend Wave @DividendWave]

@ADHD_Capital The picks and shovels will all get sales as Capex increase announcements keep going whereas not all diggers will hit gold + need to spend ahead of finding it?

[Dividend Wave @DividendWave]

@ConsensusGurus Airline fares increased 20%
So less tickets were bought using Amex cards and/or airlines sold less tickets?

https://t.co/De98vtXCgG

[Dividend Wave @DividendWave]

$HPQ buybacks

[Dividend Wave @DividendWave]

$CRM LT debt during 1Q

[Dividend Wave @DividendWave]

$CRM incredible buyback during 1Q
» took on $29 B of LT debt
» bought back $27 B
» roughly the same as in past 3 FY

[Dividend Wave @DividendWave]

$HPQ 2Q lower EPS than guided, higher non-GAAP. Lowers FY26 guidance due to restructuring
2Q YoY
Revenue +9%
Net income +11%
Dil. EPS +17% (adj. +21%)

FY26 guidance
EPS $2.15 to $2.45 (was $2.47 to $2.77)
Non-GAAP EPS $2.90 to $3.10 (was $2.90 to $3.20)
https://t.co/2EQzWesAdg

[Dividend Wave @DividendWave]

@JRIGWM @European_DGI Looking back they prob. missed the incremental increasing dividends payment (FCF could have easily afforded it, even at small increments)
They could have been well on their way to 10 years of dividend growth
3 years ago their dividend was $0.4 B/year.
https://t.co/03YTZuvtRp

[Dividend Wave @DividendWave]

$NVDA FCF
1Q ~$49 B , nearly 50% of previous FY

[Dividend Wave @DividendWave]

$NVDA with the new dividend hike announced
total dividend payment will be ~$24 B / year

It will become the 2nd highest dividend paying company (by total $ disbursed) in the S&P500, just behind $MSFT

[Dividend Wave @DividendWave]

$CRM buybacks
Peak shares outstanding FY23
New $50 B repurchase authorization announced Feb'26

[Dividend Wave @DividendWave]

@European_DGI The only ones happier than Jensen is Blackrock and Vanguard :-)

[Dividend Wave @DividendWave]

Ex-dividend this week
$SPGI S&P Global
$SWKS Skyworks Solutions
$JNJ Johnson & Johnson
$O Realty Income
$PRU Prudential Financial

[Dividend Wave @DividendWave]

@European_DGI 👊