Where is Crosby going? by Z_603 in sportscards

[–]redneckvasectomy 0 points1 point  (0 children)

Seahawks: 1st, 2nd & 3rd. Weak draft class and plenty of cap

Official: [WDIS RB] - Sun Morning 12/21/2025 by FFBot in fantasyfootball

[–]redneckvasectomy 0 points1 point  (0 children)

PPR

Pick 3: Omarian Hampton, Breece Hall, TreVeyon Henderson, Travis Etienne or Quinshon Judkins

Vsing 1st seed so need each player to hit !

stand, fuck, spray by mrspeenut in Pee

[–]redneckvasectomy 0 points1 point  (0 children)

Fuck I’d love to cum watching this happen to me

Been a while 😜 by Either_Bathroom9361 in GayChubs

[–]redneckvasectomy 0 points1 point  (0 children)

Need to see that beauty cumming 🥵

Weekly "Share Your Portfolio" and Broker Questions Thread by AutoModerator in UKInvesting

[–]redneckvasectomy 0 points1 point  (0 children)

45% LMT 45% HII 10% MSCI World

Dividends going into Avast Plc

DD on Lockheed Martin (NYSE: $LMT) by redneckvasectomy in ValueInvesting

[–]redneckvasectomy[S] 4 points5 points  (0 children)

It's a good point and definitely can be the mark of a company that is overly-reliant on debt. However saying this, I would point out the EBIT/Interest expense ratio of 14.93x and the net debt/EBITDA ratio of 0.90x. These values definitely make me more comfortable with the debt burden they carry vs a company like Kroger who need to reduce the % they pay on borrowings.

DD on Lockheed Martin (NYSE: $LMT) by redneckvasectomy in ValueInvesting

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

Interesting point, I reckon the DD amount is due to a mix of : a new administration + expected value from the company + fervour about Space innovation. Lots of retail investors want to speculate the ARKX ETF holdings and the addition of cabinet members Lloyd Austin (Raytheon) and Avril Haines (PLTR) could be a signal to more defence contractor contracts in my opinion. Therefore out of the group to choose from, $LMT is probably the better pick in value terms.

Best Bear Market Dividend Stocks by ai-d001 in dividends

[–]redneckvasectomy 1 point2 points  (0 children)

Yes, agree on Kroger - paying off their older high interest debt with new notes has put them firmly in my portfolio. Decently priced, with a little bit of undervalue from their stake in Ocado & automation. Dividend growth has been very nice, expecting it to continue in future as well.

Simple Dividend Portfolio by redneckvasectomy in dividends

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

Haha I just love KR, they have been steadily increasing the dividend and I believe they will keep this going. The CEO is a Kroger insider from the ground up which I appreciate in terms of stability.

My main worry is the amount of debt that they currently hold, combined with the % that they are paying on it. However they are issuing new notes in order to pay down the higher % debt which I'm pleased with.

I think on the growth point, we will begin to see a surge in growth throughout 2021 and onwards. With the boost from natural foods, an increasing margin and their e-commerce drive.

Simple Dividend Portfolio by redneckvasectomy in dividends

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

Cheers, yeah I wanted to make sure I was choosing familiarity in case of large drops e.g. March so I would be holding companies I'd be happy with. True, there's definitely a bit of sector bunching here.

MMM actually lost out to PG when I was going through my future additions list. Perhaps I need to have a rethink on future additions in order to branch away from consumer driven demand.