$MCO is a world-class business that has been given a huge endorsement by no other than Warren Buffett. Global oligopoly. Sky-high returns on capital. Double-digit growth.
The stock offers a market-like yield and looks 10% undervalued.
https://t.co/Cn9rdgeYBI
This thumbnail on YouTube caught my attention. From firsthand experience, it's definitely true. But you could also replace "Airlines" with almost anything else and it'd still be true.
$CMS is a great power utility providing captive customers with something they cannot realistically live without, and it’s doing so in a monopolistic fashion.
It looks 10% undervalued and offers a 3%+ yield.
https://t.co/LcsO4BbqP7
Really thoughtful chat with @GSpier on @CNBC. An overarching theme of avoiding chasing after money indefinitely (especially after one already has enough) is one I applaud. We never know how long we've got. Every day is a gift.
https://t.co/SqVEEe2cY0
Added a holding company to the Fund today whose principal investments exceed its entire market cap by a long shot. Plus, it has a ton of net cash on the balance sheet. If that weren't good enough, the stock yields well over 6%.
I shared this idea here: https://t.co/PEllNRIovI
$ADP is a world-class, capital-light business generating very high returns on capital and margins – and it’s doing so with net cash on the balance sheet.
The Dividend King offers a 3%+ yield and looks 10% undervalued.
https://t.co/lX1gsPOWCc
$TEL is a high-quality company in the right places at the right time, pulling levers across multiple secular growth themes. Plus, it generates high returns on capital with a fortress balance sheet.
This dividend growth stock looks 15% undervalued now.
https://t.co/qbMhDht5mC
Just added an interesting holding to the Fund.
It has cornered its niche markets, increased its dividend for 30 consecutive years, and lined up very prominent shareholders to back it. The stock yields nearly 6%.
It's here:
https://t.co/PEllNRIovI
@h237502 I've actually never been to China at all. I wouldn't mind seeing it. I've generally heard good things from a number of people I've come across personally. Not on my immediate radar, but I do hope to make it over at some point.
$MSFT isn’t just one of the biggest companies in the world; it’s one of the best companies in the world. From AI to cloud to gaming, the company has multiple large growth levers at its disposal.
The soon-to-be Dividend Aristocrat looks 15% undervalued.
https://t.co/4f2VO3m7At
I've been unusually aggressive with capital deployment lately. It feels weird to say that in a market hovering around ATHs, but there are so many high-quality dividend growth names out there sitting near multiyear lows against that backdrop. Wild disconnects almost everywhere.