Wait and Collect

Finding the boring companies that beat the S&P for decades. The ones nobody posts about.

[Wait and Collect @WaitAndCollect]

Brookfield $BN guides 24% annual distributable earnings growth for the next 5 years. That gets them to $6.63 per share.

At 15x, that's just under $100. Roughly 3x from here.

[Wait and Collect @WaitAndCollect]

This is a BIG deal to absorb.

Q2 adjusted EPS rose 18%, but reported EPS fell 38% as acquisition-related costs hit.

I’m watching integration, cash flow and debt reduction. The enlarged business needs to produce more cash per share.

[Wait and Collect @WaitAndCollect]

I think ITT’s most interesting customers are the ones who bought equipment YEARS ago.

Here’s how a pump sale can turn into a much longer relationship.

Full research 🧵

[Wait and Collect @WaitAndCollect]

ITT bought SPX FLOW for $4.775B in March.

That adds processing equipment used in food, chemicals and energy, plus a large installed base.

More equipment to maintain is the attraction. Now ITT has to make that purchase price worthwhile.

[Wait and Collect @WaitAndCollect]

Donald Trump is trading more than any president in history

and this account tracks all of it…

[Donald Trump Stock Tracker @DJTRadar]

I've spent HOURS going through Donald Trump's latest filings.

Here are 3 stocks he's buying RIGHT NOW and NOBODY is talking about them:

[Wait and Collect @WaitAndCollect]

I’m interested in HLI building a bigger business one good team at a time.

But the payoff has to show up in earnings PER SHARE. Hiring more bankers and paying bigger salaries only works if the fees eventually follow.

[Wait and Collect @WaitAndCollect]

In 2025, $HLI ranked AHEAD of Goldman Sachs for M&A deal count.

The more interesting part is that it can also earn fees when companies go bankrupt.

Full research 🧵

[Wait and Collect @WaitAndCollect]

And the latest quarter was ugly…

June 2026 revenue dropped 16% to 511M. Adjusted EPS fell to $1.35 from $2.14.

Corporate finance and restructuring both declined. Restructuring won’t rescue every weak quarter.

[Wait and Collect @WaitAndCollect]

@NoLimitGains Thank you!!!!

[Wait and Collect @WaitAndCollect]

I would build these positions gradually.

Then keep checking that the reasons I bought are still true.

The plan is to hold for decades.

Companies that keep customers, generate cash and invest it well make that possible.

[Wait and Collect @WaitAndCollect]

Here are 10 stocks I would buy today with the intention of holding them for decades:

1: CSL

[Wait and Collect @WaitAndCollect]

IEX | IDEX | $224

Precision pumps and fluidics for scientific equipment and industrial processes.

Q2 organic orders grew 28%.

Management raised its annual outlook.

Roughly 24.5x forward earnings.

Highest multiple on the list.

I would start smaller here.