Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth stocks, sprinkling in some Business Development Companies, REITs, an ...

I'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount to their intrinsic value and holding them for the long haul, allowing them to compound their earnings and shareholder returns.Analyst’s Disclosure:I/we have no stock, option or similar derivative positi ...

Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth stocks, sprinkling in some Business Development Companies, REITs, an ...

I gave a buy rating to Elastic (NYSE: ESTC ) previously, with my key thesis being that valuation was attractive while growth drivers (GenAI adoption, GTM reset, and hyperscaler partnerships) were inflecting. Since then, evidence has surfaced. GenAI usage on ElasticI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-te ...

Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth stocks, sprinkling in some Business Development Companies, REITs, an ...

`` President Donald Trump has revived his push to end mandatory quarterly earnings reports for U.S. public companies, calling for a switch to semiannual disclosures in a move he says would cut costs and allow executives to focus on long-term growth. `` `` The proposal, outlined in a Truth Social post on Monday, would require approval from the Securities and Exchange Commission (SEC). `` Trump Calls for Six-Month Earnings Reports, Citing China’s Long-Term Strategy `` `````` “Subject to SEC approval, compani ...

投资理念 - 采用基本面分析与价值投资原则相结合的方法 重点识别具有长期增长潜力的低估公司[1] - 投资策略强调以低于内在价值的价格买入优质公司并长期持有[1] - 通过长期持有实现盈利复利增长和股东回报最大化[1] 披露声明 - 分析师声明未持有任何提及公司的股票、期权或衍生品头寸[2] - 分析师未来72小时内无任何相关头寸的建立计划[2] - 内容为分析师独立观点且未获得除Seeking Alpha外任何形式的补偿[2] 平台免责 - 明确提示历史表现不构成未来结果的保证[3] - 声明不提供任何特定投资适合性建议[3] - 强调平台非持牌证券交易商、经纪商或投资顾问机构[3]

股息分配 - 公司宣布季度股息为每股69美分 较上一季度增加每股1.25美分 [1] - 股息将于2025年11月3日支付给2025年10月10日登记在册的股东 [1] - 公司拥有约42亿股流通普通股 2024年现金股息支付总额超过112亿美元 [3] 财务表现与战略 - 公司实现连续第19年年度股息增长 反映其严格的财务管理和长期增长聚焦 [2] - 通过战略性扩展移动和宽带网络获取高价值客户群 产生持续稳定的现金流 [2] - 2024年公司营业收入达1348亿美元 服务范围覆盖全球及近全部财富500强企业 [4] 管理层表态 - 首席执行官强调股息连续增长体现公司强劲资产负债表和运营表现 [3] - 公司持续通过扩大网络领先优势、执行资本配置优先事项和创新服务实现转型 [3] - 创新重点在于满足客户当前需求并为其未来需求做好准备 [4]

行业现状 - 房地产行业持续难以向投资者提供有吸引力的回报 [1] 投资策略 - 采用增长与收入相结合的混合系统 在获得与标普500相当总回报的同时提升投资收入 [1] - 投资组合构建以经典股息增长股为基础 并配置商业发展公司、房地产投资信托基金和封闭式基金 [1] 分析师背景 - 拥有超过15年投资经验 专注于分析市场中的高收益机会 [1] - 擅长发掘高质量股息股及其他具有长期增长潜力的资产 [1]

投资策略 - 采用混合增长与收入的投资系统 实现与标普500相当的总回报 [1] - 专注于高质量股息股票及其他具有长期增长潜力的资产 [1] - 通过配置商业发展公司 房地产投资信托基金和封闭式基金提升投资收入效率 [1] 专业背景 - 拥有超过15年市场投资经验 擅长分析高回报投资机会 [1] - 专注于股息增长股票分析 强调资产组合的账单支付潜力 [1]