Posts
The part of $BETR I think the market is overlooking
The more I look at Better, the less interested I am in treating this as a simple mortgage-rate bet. What I actually want to know is whether Tinman can work as infrastructure for other lenders, because if the answer is yes, Better becomes a much more interesting business than just …
Intel Moved 20%—But What Actually Changed?
I’ve been looking at Intel through a slightly different lens: separating the stock move and surrounding narrative from changes in the underlying evidence. That raises a broader investing question I think is useful beyond INTC: **When a stock makes a major move, what evidence do you require before deciding the …
CNQ - what am I missing?
What do you people think about CNQ ( Canadian natural resources)?
US Mid Cap Highest Dividend Payers, Excluding REITs, Mortgage REITs, BDCs, Preferred Stocks, Funds & Partnership Units (2B$-10B$)
|\#|Company|Ticker|Regular yield|2026 YTD total return|Market cap|Regular dividend since| |:-|:-|:-|:-|:-|:-|:-| |1|**Western Union**|WU|13.30%|−21.20%|$2.21B|**2006**| |2|**Ardagh Metal Packaging**|AMBP|8.25%|\+26.47%|$2.90B|**2021**| |3|**Vail Resorts**|MTN|6.43%|\+8.97%|$4.92B|**2021**| |4|**Robert Half**|RHI|6.17%|\+47.38%|$3.84B|**2004**| |5|**Clearway Energy**|CWEN|6.10%|\+5.10%|$3.67B|**2013**| |6|**Kinetik Holdings**|KNTK|5.93%|\+60.00%|$4.10B|**2021**| |7|**Copa Holdings**|CPA|5.32%|\+11.12%|$5.31B|**2024**| |8|**Avista**|AVA|5.30%|\+1.00%|$3.08B|**1899**| |9|**LCI Industries**|LCII|5.07%|−24.99%|$2.21B|**2016**| |10|**First Interstate BancSystem**|FIBK|5.06%|\+10.81%|$3.59B|**2010**| Extended List [30-high-yield-mid-cap-dividend-companies--income-opportunities-and-warning-signs-for-2026](https://briidgeanalytics.com/30-high-yield-mid-cap-dividend-companies--income-opportunities-and-warning-signs-for-2026)
US Large Cap Highest Dividend Payers, Excluding REITs, Mortgage REITs, BDCs, Preferred Stocks, Funds & Partnership Units
|\#|Company|Ticker|Yield|2026 YTD|Market cap|Regular dividend since| |:-|:-|:-|:-|:-|:-|:-| |1|**General Mills**|GIS|6.81%|−22.90%|$19.13B|1898| |2|**United Parcel Service**|UPS|6.54%|\+1.10%|$85.32B|1999| |3|**Kraft Heinz**|KHC|6.50%|\+1.44%|$29.17B|2015| |4|**Altria Group**|MO|6.44%|\+19.63%|$115.18B|1928| |5|**Pfizer**|PFE|6.21%|\+11.33%|$157.98B|1939| |6|**Edison International**|EIX|6.18%|−6.70%|$21.67B|1910| |7|**Amcor**|AMCR|6.14%|\+1.49%|$19.57B|2019| |8|**British American Tobacco**|BTI|6.05%|−2.40%|$120.02B|1998| |9|**Hormel Foods**|HRL|5.69%|−13.21%|$11.34B|1928| |10|**Clorox**|CLX|5.66%|−12.96%|$10.69B|1968| Extended List [25 High-Yield, Large-Cap Dividend Companies to Watch in 2026](https://briidgeanalytics.com/25-High-Yield-Large-Cap-Dividend-Companies-to-Watch-in-2026)
Do We Still See Apple As a Great Option For Value Investing?
In 1997, Apple was worth less than 2 billion dollars with declining sales, financial losses, and a confusing product lineup. Steve Jobs returned to the company he had co-founded, eventually becoming interim CEO. His decisions helped reshape Apple's future. He simplified the product lineup, focused on a few core markets, …
55 Net-Nets and The One That is Liquidating Its Real Estate (SITC)
I do a monthly scan of Net-Nets just to see what's in there. Most results are in the Biotech realm/company just plodding along burning capital. There is one result that popped in the list recently that caught my eye. SITE Centers (SITC) began selling large open-air shopping centers heavily in …
Computer Modelling Group (TSX:CMG) - Still profitable and bouncing off 5-year lows
I thought today I will start a discussion about a stock not talked about much in this forum. Its a bit of an unusual odd ball name. If you’ve spent any time poking around Canadian tech, you know it’s mostly a wasteland of overhyped turnaround stories and Shopify wannabes. Sitting …
What are the companies in your watchlist you are itching to add to your portfolio (+pitch and entry target price)
Just curious, also to see if we have common companies we aim for similar price ranges and so on (also, of course, very open to discovering new companies). Many are very close to my entry price point. So, here are mine **.Adyen** (aimed entry price under 845e): The foundation is …
Nvidia’s $530B question: ecosystem support or vendor financing?
Nvidia’s gross off-balance-sheet commitments and maximum exposures totalled roughly $530B as of Q2 FY27. Around $279B consists of supply and capacity commitments, so the full amount clearly should not be portrayed as demand-side vendor financing. Still, Nvidia is becoming more than a supplier of AI infrastructure. It is also a …