javar

[javar @jiarbona]

@dividendology Good; I rather they spend the FCF than hoard it and buy T-bills.

[javar @jiarbona]

@dividendology Yes we can. The index has evolved throughout this time; there have been different companies driving this growth. That is the beauty of the SPX.

[javar @jiarbona]

@MMatters22596 How is OKLO or BE better than GEV? That's a big hole in this list.

[javar @jiarbona]

@DividendGrowth It's not easy but it does get easier as you grow your assets 😀

[javar @jiarbona]

@Mr_Derivatives Gold will match semis when it can match global sales forecasted increase of 26% to 30% in 2026.

[javar @jiarbona]

@patientinvestor AMZN will have negative FCF in the near future, is that skewing your number? 1k% seems unreal.

[javar @jiarbona]

@ariaradnia Grok says Verisk Analytics ($VRSK), says it "screams Aria Radnia catnip" 🤣

[javar @jiarbona]

@optionscjp

[javar @jiarbona]

@Brian_Stoffel_ Yes, SaaS will be just fine - just wait until something goes wrong and there is no Claude support.

[javar @jiarbona]

@Mr_Derivatives Better yet, get AI to help Schwab prepare the 1099s so they show purchase dates for all my stock sales 😀

[javar @jiarbona]

@QualityInvest5 BTW, GEV is up 550% not 376%

[javar @jiarbona]

@QualityInvest5 ABB is not a good comparison to GEV; try Siemens Energy (SMEGF) and Mitsubishi Heavy (MHVIY).

[javar @jiarbona]

@SCHDETF That would be a shame because CME is one of the best stocks to own. Crazy high margins and every year they return most of the FCF to shareholders.

[javar @jiarbona]

@SCHDETF CME pays a special dividend every year that's more than double the regular dividend so the forward yield is correct.

[javar @jiarbona]

@long_equity $AVGO

[javar @jiarbona]

@ThePieBuilder @RealtyIncome $CME

[javar @jiarbona]

@BOSSportsGordo IMHO, Sox should've traded high on Bello - I don't think he repeats this year with his FIP typically above 4

[javar @jiarbona]

@joecarlsonshow Or maybe they think they'll get another bite at the apple at a cheaper price.

[javar @jiarbona]

@Mr_Derivatives Isn't blockchain software?