Odds of Jerome Powell being out as Fed Chair to is year have risen from about a 1/10 chance to about a 1/5 chance now per @Kalshi…
Something to watch as rumors around his resignation ruminate. 👀
Elon Musk’s xAI looking to raise funds at a WHOPPING $200B valuation…
Seems quick to get to that high of a valuation. Elon truly is phenomenal at what he does and that is building great innovative businesses!
xAI is another on the list. 🤯
10 Forever Dividend Growth Stocks 👇
1) J.P. Morgan Chase $JPM
2) PepsiCo $PEP
3) Rollins $ROL
4) Old Dominion $ODFL
5) Visa $V
6) Procter & Gamble $PG
7) Phillip Morris $PM
8) Microsoft $MSFT
9) S&P Global $SPGI
10) UnitedHealth Group $UNH
How many do you own? 🤔
PepsiCo $PEP is one of the MOST diversified snack & beverage businesses in the world and now trades near 52-week lows.
Here is everything you need to know about PepsiCo & why I think they'll outperform the market from today's prices. (THREAD 🧵)
8. The Valuation Is Attractive
The company is expected to grow EPS at a 6-10 percentage clip in the next 5 years. Assuming this, along with a dividend of over 3.8% currently your returns if valuation stays the same are 10%-14% CAGR, outperforming the S&P.
The PE is currently at a 19, versus the 5 year average of 25.
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You can analyze any stock over on Dividend Data where many of these charts were pulled from! Using my link: https://t.co/ma29WX3N8l
Nike's $NKE dividend yield is at the highest it's been in the past decade by far.
It's currently at 2.94% while on average over the past 10 years it was under 1.5%. This is an opportunity in my opinion as Nike's sustainable cash flows support this dividend.
This athletic apparel brand isn't going anywhere.
I can’t believe Amazon $AMZN is trading down while the market is up…
31x earnings is too cheap for Amazon here, this valuation is what AWS alone should be trading for.
That means you’re getting the entire e-commerce, advertising, streaming, etc business segments for FREE!
A 22x trailing earnings multiple for a company growing earnings at a high teens CAGR with super wide moat leading A.I. chip manufacturing really is funny. 😂
$TSM