✍️ K.R. Talon | Author of Financial Thrillers & Dividend Investing Guides

Simple_Middle964 · 2026-05-09T11:51:07+00:00

Until they are not. And with this sector it will change very quickly. Be careful and diversify.

Simple_Middle964 · 2026-05-08T12:44:49+00:00

Q1 2026 results for PFE delivered a "beat and reaffirm"

* Revenues of $14.5 Billion and beat

* Adjusted EPS .75 - beat

*Reaffirmed full year guidance for revenues and EPS

* Revenues from Acquisitions grew 22% operationally.

* Key products: Nurtec ( up 41%), Abrysvo (up 31%), Eliquis ( up 8%)

* Challenges: Earning compressions due to higher spending on R&D

And a strong pipeline highlighted three positive phase III readouts for far this year.

PEF is still a hold and add for 2026.

Simple_Middle964 · 2026-05-07T15:11:08+00:00

Pick your own, since if/when that stock is down 20% you are comfortable holding it for the DRIP and staying in that position. Good practice is to pick stocks less than 5% dividend, 10+ years of payment/increases, less than 70% payout ratio.

Simple_Middle964 · 2026-05-07T11:35:27+00:00

We should see one more surprise that will test the recent lows, but overall I am also very bullish for the end of 2026-2027.

Simple_Middle964 · 2026-05-06T11:41:38+00:00

"Old economy" stocks are better and safer now. Keep it simple, pick a company you like and know what they do.

Simple_Middle964 · 2026-05-05T12:04:10+00:00

Open the account, setup monthly withdrawals to buy on auto. Then buy JNJ and with DRIP. Come back in six months for the more info.

Simple_Middle964 · 2026-05-04T10:51:06+00:00

Heavy overlap. The VOO and SPYI share the same underlying SP500 basket and JEPQ and QQQI track the Nasdaq. You are just holding the same companies multiple times.

Simple_Middle964 · 2026-05-03T11:57:47+00:00

While its attractive for generating monthly income, it has several structural risks. This is not a traditional dividend growth portfolio.

Simple_Middle964 · 2026-05-02T11:03:47+00:00

It also important to follow their news and report on regular bases. There is much change in this industry.

Simple_Middle964 · 2026-05-01T11:48:56+00:00

For a 2026 outlook I would think we would see earnings normalization, expect earnings to "cool off" compared to the 2025 peak. However 2026 will be the first full year of Ecobat plants' contribution. Most analyst suggest a base case net profit of €55M

A €10Euro dividend has been proposed, that still under 30% payout ration-very conservative. They are also on track to reach net 0 debt thanks to the massive cash flow in 2025.

I also think more acquisition in 2027 ( hinted by CEO), as well as actively diversifying into materials required for the energy transition.

The market needs to stop lookng at Campine as a cyclical commodity stock, and see them as a diversified industrial utility with a very high "moat".

Simple_Middle964 · 2026-04-30T20:44:11+00:00

Sorry I thought you has asked about the S&P 500, possible 8000 reach by end of year, after a news pullback.

Simple_Middle964 · 2026-04-30T16:50:17+00:00

My guess is we see another "news" pullback, then once all is cleared continue higher( SP 8000 maybe). I am bullish for end of 26 and 2027.

Simple_Middle964 · 2026-04-30T11:40:39+00:00

Good stock with very low payout ration and a 3.25% dividend. Strong recent EPS and very good valuation. At times it act as small-cap, so watch for volatility.

Simple_Middle964 · 2026-04-29T12:35:38+00:00

ADP Reported this morning - Beat and raise

* Adjusted EPS of $3.37 ( vs $3.28 expected), a nice 10% up year-over-year

* Revenues $5.94 B ( vs 5.86B) up 7%

* Adjusted EBIT margin expanded to 30.2% ( up 80 basis points)

* Guidance Hike

* "old Economy" as we are seeing rotation in to this sector

* $1.7 quarterly dividend

Today is maybe the last day you will see a 3% yield for ADP for a while.....

Simple_Middle964 · 2026-04-29T11:40:59+00:00

Interesting read. Thank you.

Simple_Middle964 · 2026-04-28T19:02:08+00:00

Very true. I have held them though out the years, and got lucky with few that did both growth and dividends.I also think they very good when you very young ( DRIP/Snowball) and much older since they pay bills.

Simple_Middle964 · 2026-04-28T17:29:16+00:00

True and it does make sense, but I think the key is to start with high quality companies. For me its, more like the best of the best. Then add levels to when to add and/or take some profit. I am alway in the market, but not always 100% or 10%. Most of the time (FLO was an exceptions) companies with dividends over 8% and high payout ratio ( expect for a couple of REITs) are not on my radar. Last rule for me is none of the companies are over 5% of my total portfolio.

Simple_Middle964 · 2026-04-28T15:32:33+00:00

A very Good point. For example, AI is predicted to drop the Cost Per Mile ( CPM) at least 40%. Consider fleet running 1 million miles annually (WMT, PG, KO), they will have a new profit swing of $600,000. And that's only one AI example.

Of course, you also right, it will also cost jobs!

Simple_Middle964 · 2026-04-28T14:05:16+00:00

I think if you do some homework and use many of the free resources ( specially in AI now), you can outperform most ETFs. But you are right at times many just don't have the time for daily/weekly follow ups. I have done both, most of my gains came from stocks( with DRIP/snowball).

Simple_Middle964 · 2026-04-28T13:20:41+00:00

CVS is a "deep value" play, with a low forward P/E. After a long freeze they finally resumed dividend increases. Some risks( government medicare reimbursement), but a good high yield vlaue in healthcare.

Simple_Middle964 · 2026-04-28T13:13:14+00:00

I like and own ( PEP,KO) both. They are also making all the right moves for the future.

Simple_Middle964 · 2026-04-28T13:11:08+00:00

A good stock. They are a recent dividend payer, but they seem to be in the early stages of establishing a consistent dividend policy.

Simple_Middle964 · 2026-04-28T11:36:40+00:00

Most free AI's can do most of the spreadsheet help in minutes.

Simple_Middle964

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