josephaoppenheim

@Tambo210 Bird Flu is spreading and experts say if it turns into a pandemic it would likely be worse than Covid.

No mention of possible recession.

Most important is to remain a Dividend Aristocrat. My yield on cost is 5%.

Plus, remember, it recently spun off KDL, so, really an extra dividend.

Analysts generally put a negative spin on PFE, despite a generally positive transformation.

Bottom line, it is likely good for ADM, which I added to my portfolio (a small part) recently.

And, it’s good for the agriculture indusry and the families there. We are in the 4th Industrial Revolution, so, the first will always need subsidies in struggling times.

I was a long time holder and had been slowly selling, but today exited completely after I read an article which BEN said it would not commit to not cutting the dividend.

As a long time holder of SYY, I really like this.

In a time of uncertainty, a better than current inflation dividend increase.

@SWAN Portfolio I added HSY at 151 and might add more on dips.

MDLZ recently tried to buy them. HSY resisted but only because the price wasn’t high enough.

Berkshire had been interested in the past.

I also added HRL to my portfolio. It’s almost a pure protein company, better for GLP1 users.

Yep, basically good news for IBM, especially since it can handle, even benefit, from macro headwinds, WITH ITS GENERATIVE AI.

@CorvetteKid I thought so, too. The results I got when googling I guess was wrong.

I asked GPT which top 10 stocks have the most and highest % of Buy ratings by analysts and AMZN came in #1 in both.

@Birdie Machine About 45% in T-Bills, about 45% in about 25 of higher yield, quality Dividend Kings and Dividend Aristocrats, and about 10% in money market funds.

I think PEP will spin off Frito Lay and Quaker.

It should have been a wake up call when Dr. Pepper beat Pepsi as the #2 soda.

Timing sounds good.

Good news for PFE. Plus, with declining long term rates, PFE likely can refinance the debt it took to buy SGEN.

Remember, Treasuries are exempt from state income taxes, so, an extra incentive for Berkshire to hold them.

I thought H#Y’s SkinnyPop ad with Jennifer Aniston at the Oscars was brilliant, as HSY has added it their catalog, along with more popcorn factories.

Supposedly, it’s been a profitable unit.

@2959 As I understand, Zoetis, spun off from PFE, would produce vaccines for chickens.

Maybe they are referring to bird flu vaccines for people working with or near chickens.

Also, when he buys an entire company, he makes sure it has outstanding management.

And, KO just raised its dividend 5% to $0.51 per share.