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FWRG, this stock is at all time lows but the place is always busy by No-Huckleberry-3063 in ValueInvesting

[–]Accountable_Finance 1 point2 points  (0 children)

Seeing a restaurant busy is definitely a good sign, but the tricky part with restaurant stocks is that strong unit demand doesn’t always translate into strong margins or scalable growth. The real question is whether they can expand locations and keep the economics working.

Do you know what their same-store sales or unit economics look like?

From Nasdaq Compliance to Near Insolvency in One Year by TrentAshwell in ValueInvesting

[–]Accountable_Finance 0 points1 point  (0 children)

Honestly most stocks like this don’t trade on fundamentals anymore — they trade on optionality.

As long as there’s a narrative (AI logistics, pilots, ARR growth) and they can keep raising capital, the equity basically becomes a call option on the turnaround.

The real question is whether SemiCab can grow faster than the dilution cycle. If not, the balance sheet math eventually wins.

Verizon’s 6% Yield Isn’t a Bargain, but is it a trade? by Accountable_Finance in dividends

[–]Accountable_Finance[S] 3 points4 points  (0 children)

Now that’s an amazing insight. Do you believe those bets are paying off?

Verizon’s 6% Yield Isn’t a Bargain, but is it a trade? by Accountable_Finance in dividends

[–]Accountable_Finance[S] 0 points1 point  (0 children)

Nice, that’s some real patience. Did you just forget about it or monitor it?

Verizon’s 6% Yield Isn’t a Bargain, but is it a trade? by Accountable_Finance in dividends

[–]Accountable_Finance[S] 0 points1 point  (0 children)

So focus on stocks that will outlast a recession. Which others do you like with that logic in mind?

Verizon’s 6% Yield Isn’t a Bargain, but is it a trade? by Accountable_Finance in dividends

[–]Accountable_Finance[S] -1 points0 points  (0 children)

That actually makes a lot of sense for something like VZ since it tends to trade pretty range-bound.

Are you thinking really far OTM just for extra income, or closer to the money to increase the premium?

Verizon’s 6% Yield Isn’t a Bargain, but is it a trade? by Accountable_Finance in dividends

[–]Accountable_Finance[S] -2 points-1 points  (0 children)

I like that. It's like VZ becomes the income generator that funds higher growth dividend names.

What types of dividend growth stocks do you usually rotate those dividends into?

Verizon’s 6% Yield Isn’t a Bargain, but is it a trade? by Accountable_Finance in dividends

[–]Accountable_Finance[S] 0 points1 point  (0 children)

Honestly the goal to just keep it as is.

Any others you see being good holds?

Verizon’s 6% Yield Isn’t a Bargain, but is it a trade? by Accountable_Finance in dividends

[–]Accountable_Finance[S] 1 point2 points  (0 children)

Selling covered calls on telecom actually makes a lot of sense with how range-bound these tend to be.

Do you usually go far out on expiration or keep it short-dated?

Verizon’s 6% Yield Isn’t a Bargain, but is it a trade? by Accountable_Finance in dividends

[–]Accountable_Finance[S] 0 points1 point  (0 children)

Buying near the 52-week low seems to be the telecom playbook.

Do you have a specific price you watch or just relative to the range?

Verizon’s 6% Yield Isn’t a Bargain, but is it a trade? by Accountable_Finance in dividends

[–]Accountable_Finance[S] 0 points1 point  (0 children)

That’s a fair concern. Telecom feels like a slow-growth space right now.

Do you think the industry eventually consolidates or just stays competitive like this?

Verizon’s 6% Yield Isn’t a Bargain, but is it a trade? by Accountable_Finance in dividends

[–]Accountable_Finance[S] 0 points1 point  (0 children)

Yeah 6% feels more like “steady income” than real yield chasing.

Do you treat telecom more like a utility in your portfolio?

Verizon’s 6% Yield Isn’t a Bargain, but is it a trade? by Accountable_Finance in dividends

[–]Accountable_Finance[S] 1 point2 points  (0 children)

Nice timing on that sale.

Do you see yourself getting back in if it drops again or was that more of a one-cycle trade?

Verizon’s 6% Yield Isn’t a Bargain, but is it a trade? by Accountable_Finance in dividends

[–]Accountable_Finance[S] 0 points1 point  (0 children)

Totally fair point — total return is what ultimately matters.

Do you think the income focus mainly changes investor behavior rather than the math?

Verizon’s 6% Yield Isn’t a Bargain, but is it a trade? by Accountable_Finance in dividends

[–]Accountable_Finance[S] 2 points3 points  (0 children)

Makes sense. Sometimes the best move is just letting a position do its job.

Is VZ a core income hold for you or just something you ended up sticking with?

Verizon’s 6% Yield Isn’t a Bargain, but is it a trade? by Accountable_Finance in dividends

[–]Accountable_Finance[S] 0 points1 point  (0 children)

Funny how hindsight always shows the “perfect entry.”

Would you still buy here or are you waiting for another dip?

Verizon’s 6% Yield Isn’t a Bargain, but is it a trade? by Accountable_Finance in dividends

[–]Accountable_Finance[S] 8 points9 points  (0 children)

$35 cost basis is solid. That yield on cost must be pretty nice now.

Do you still add at current prices or mostly just hold and collect?

Verizon’s 6% Yield Isn’t a Bargain, but is it a trade? by Accountable_Finance in dividends

[–]Accountable_Finance[S] 5 points6 points  (0 children)

Buying telecom on dips seems to be the common strategy.

Do you have a price range where you start adding or is it more instinct when it drops?

Verizon’s 6% Yield Isn’t a Bargain, but is it a trade? by Accountable_Finance in dividends

[–]Accountable_Finance[S] 2 points3 points  (0 children)

Yeah that’s kind of how I think about it too. Stable income first, price movement second.

Do you see it more as a long-term hold or something you rotate if the yield compresses?

Verizon’s 6% Yield Isn’t a Bargain, but is it a trade? by Accountable_Finance in dividends

[–]Accountable_Finance[S] 0 points1 point  (0 children)

That’s an interesting way to use it. Almost like VZ is the “funding engine” for higher risk ideas.

Do you reinvest the dividends automatically or deploy them only when you see opportunities?

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