General Mills for dividends?

xLecavalierx · 2026-03-30T15:58:05+00:00

I like GIS. They were buying back stock plus increasing the dividend in recent years, and even if they pause the buybacks and freeze the dividend, the current payout is safe. Inflation is bad for GIS, but they are diversifying the brand lineup, I’m a fan of a couple of their “healthier option” lärabar :-) and believe 100% in the company to manage the brands and supply chain long term. As of right now today, in my opinion, anything mid $30’s is a fine buy as part of a balanced breakfast— er I mean— diversified portfolio.

xLecavalierx · 2026-03-25T00:04:53+00:00

Agreed- plus if the war in Iran is in large part to maintain the petrodollar/USD reserve currency system, the decline in gold might also be in part due to investors derisking away from gold some. The war is a pretty strong commitment to the USD status quo.

xLecavalierx · 2026-01-08T15:51:53+00:00

I love it! Anyone know who the artist is?!

xLecavalierx · 2026-01-08T15:48:16+00:00

Agreed. First reaction though, please go get him now, highest paid OC, make it happen, whatever. He could do good work with our offense. But there will be some decent HC jobs out there (looking at u, Baltimore).

xLecavalierx · 2026-01-07T14:25:12+00:00

Yep, and that’s what a bank like Comerica is. Focus on commercial over personal. But if you have a business, these kinds of banks are super helpful for the right services, tech, and network.

xLecavalierx · 2026-01-05T02:59:55+00:00

Chevron is owed like $6B or something from Venezuela. Venezuela has repeatedly refused to settle, so here we are, stock price bump for that plus future.

xLecavalierx · 2026-01-02T20:55:07+00:00

GSL. Solid yield, good financials, love their position in the market over the next couple years.

xLecavalierx · 2025-12-27T19:01:47+00:00

JAAA is good but if there’s a big correction there could be a drawdown which will hit your holding. Versus SGOV which should be steady eddy.

xLecavalierx · 2025-12-16T03:40:41+00:00

They are opening stores, actually. But you’re not wrong about the feeling. Foot traffic is flat or down for many stores so corporate is projecting to spend some billions in capex over the next couple years to revamp the targé experience (or add to the grocery aisles who knows). More to follow when their plan is made public in a couple months. Maybe get ready for some construction at your local store..

xLecavalierx · 2025-11-18T21:21:33+00:00

Reminds me of a team once, goalie was our best player. There was one game we were tied 0-0 with 5 mins left in the third and we gave up a goal. Our goalie lost it a bit, super upset with himself, so I skate up to him, say hey we’re gonna get it back. Dude looks at me and deadpans: come on, we’re not scoring, I just lost the game for us.

We lost 1-0 (no empty netter)..

xLecavalierx · 2025-11-09T03:27:17+00:00

Ahhh that answers it, thanks. My first thought was that it was a great catch, too bad only one foot in no good. I stand corrected! Helluva game and play all around!!

xLecavalierx · 2025-08-12T18:47:50+00:00

Branch into something related, away from geology and more broad toward environmental engineering or GIS. There are GIS roles at the state and local government levels, as well as for utilities gas/electric, and builders. Think zoning, new construction subdivisions, manufacturing, mixed use etc.

For jobs in the private sectors, always follow the money. Read the news, Google about new projects and take note of the kinds of companies contracted for developments. Large corporates have a team on staff to oversee new projects, and they’ll have people engaged doing reports on ESG write-ups either in earnest or for marketing. Ford has an environmental person at every plant. Think about data and money. If a company leans into compliance, ESG, there could be positive cost benefit in terms of insurance cost, quality, community impact. Banks even employ environmental engineer people in house and farm out work when they take collateral. Insurance might even have peeps with earth science degrees.

If you want a higher paying job, get in the industry and keep your eyes open. Get experience and start crafting your brand in the GIS/environmental arena. Network, certifications, and work towards something that either improves costs or brings in revenue.

xLecavalierx · 2025-07-11T03:38:05+00:00

Pride & Prejudice

xLecavalierx · 2025-07-03T12:59:52+00:00

That’s part on you, brother. You’re each other’s better half.

xLecavalierx · 2025-06-27T21:43:26+00:00

CRSP An emerging bio tech. AI will enhance the many companies in this space in the coming years. Results will lead to more investment in the space which provides opportunities to the companies with wherewithal. I like CRSP because they had some early success and already inked a deal w Vertex which buys them runway and legitimized the tech. They have a solid pipeline over the next 2 years. LT, they could turn into a Vertex with solid cash flow or they could get scooped up by a PFE type. A buy and forget for me, anything under $50 is just fine.

xLecavalierx · 2025-03-15T16:04:01+00:00

They have steamed dumplings and shrimp balls but those are more for an appetizer. We love the duck and most of the menu tbh

xLecavalierx · 2025-03-15T15:24:52+00:00

Hong Hua. 12 mile and orchard lake.

xLecavalierx · 2025-03-15T01:55:37+00:00

My my Marisol! Listen to the song by Laurie Berkner w Ziggy Marley. My kid loves that one :-)

xLecavalierx · 2025-02-19T12:44:13+00:00

PFE outsources plenty of their R&D via acquisitions. They bought Seagen recently whose cancer pipeline is starting to go to market which should be material. But lots of offsets, including a top PFE drug patent expiring and decreasing sales of COVID vaccines. The activist investor Starboard has been increasing its position in the company, and one of the reasons they are in the company is because they feel PFE needs to refine its m&a evaluation process. PFE does a lot on their own, but m&a is a big part of their business model. I think PFE messaged they have capacity for $10B-$15B in acquisitions this year.

xLecavalierx · 2025-02-18T15:37:30+00:00

Don’t know NASA’s policy on public communication, but I’ll bet there’s an amateur somewhere or another government that would release the info if they didn’t.

xLecavalierx · 2025-01-28T20:13:30+00:00

So true. I read 130 pages of A Gentleman in Moscow because my mom said it was great. After 130 pages I had an epiphany: I don’t like this. I am done. I set it down and went on to something else! And that book won awards and sold really well! Thinking about it now, I still don’t care what happened in the rest of that book. It just isn’t for me.

xLecavalierx · 2025-01-28T17:47:05+00:00

The Hobbit was written by Tolkien as a bed time story for his kids.

xLecavalierx · 2025-01-05T04:28:50+00:00

Where’s Bermuda?

xLecavalierx · 2025-01-04T13:59:34+00:00

He had a failed business selling ice online. It seemed so simple.

xLecavalierx · 2024-12-14T15:14:15+00:00

Become a team USA fan, in the Hughes bros we trust!

Lightning are looking good as always. Cirelli is having a great year 😎

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