Dividend Wave

Dividend wave philosophy Find the companies that will supply a growing wave Allocate the energy ($) to enter. Surf it If dividends aren't growing, find another wave

@Percival @MadsPosting Not Scandi this one Australian picked it first and was copied around the world. en.wikipedia.org/wiki/Pantone_4…

@MadsPosting They actually tried to pick an unappealing color, but this became a bit iconic. Scandis are so good at design that even when they try to make something ugly they fail.

Norwegian tobacco packaging looks pretty cool tbh

@FrancescoBuilds I don’t really know European stocks well enough to make that judgement @European_DGI or @DividendTalk_ are better people to answer but I’ve heard from them about ASR and NN,

@DividendWave Hi, maybe you did a post already on that : What’s the most steady divindend company you know? Europe or US, mid cap minimum ? In France for example Total or Credit Agricole that are probably going nowhere in terms of stock price but always deliver their dividends

Dividend wave philosophy Find the companies that will supply a growing wave Allocate the energy ($) to enter. Surf it If dividends aren't growing, find another wave

$KLAC buybacks

Ex-dividend this week $CSCO Cisco Systems $BMY Bristol-Myers Squibb $MDLZ Mondelez International NOVO-B ( $NVO ) Novo Nordisk $MU Micron

$LRCX buybacks

Companies growing dividend >10% CAGR past 3 years • Dividend yield • Dividend payout TTM (% FCF) • 3 year dividend growth CAGR $ADP $AMAT $AVGO $COST $KLAC $LRCX $MA $MSCI $UNH $V

$MA buybacks over the past 5 years » 10% of shares outstanding reduction » $47 billion spent

Ex-dividend this week: $MDT Medtronic $MO Altria $BATS ( $BTI ) British American Tobacco $HUM Humana $AVGO Broadcom

$MU 2Q more FCF than the previous 9 quarters combined

$MU revenue

$MU monster 2Q, revenue +27% vs guidance 2Q YoY Revenue +196% ; +75% QoQ ; record $23.9 B Net income +771% Dil. EPS +756% 3Q guidance revenue $33.5 B at mid-point +260% YoY ;+40% QoQ investors.micron.com/news-releases/…

$QCOM SBC per Gemini

$QCOM the previous $20 B in buybacks took slightly over 4 years and was only good enough for ~4% of shares outstanding

$QCOM hikes dividend 3.4%, announces new buyback program » quarterly dividend from $0.89 to $0.92 /share » payable as of June Q » forward yield 2.8% » new $20 B buyback program » adds to $2.1 B left in current program » ~16% current market cap (~140 B) investor.qualcomm.com/news-events/pr…

$KLAC hikes dividend 21% Dividend increases to $2.30 per share from $1.90 Last 4 years dividend increase 22% CAGR Also announces new $7 billion share repurchase authorization ir.kla.com/news-events/pr…

Ex-dividend this week $TROW T. Rowe Price $MRK Merck $META Meta Platforms $WMT Walmart $VICI VICI Properties

$AMAT Cash flow x.com/DividendWave/s…

$AMAT 15% dividend increase announced 2nd consecutive year at 15% 4th consecutive year double digit increases "quarterly cash dividend, from $0.46 to $0.53 per share, payable on June 11, 2026" ir.appliedmaterials.com/news-releases/…

$GOOG ex-div tomorrow MAR9 8th ever dividend increase could be announced end April (1Q earnings) dividend yield 0.3% 1 dividend increase (+5%) since inception

Ex-dividend this week: $NVDA Nvidia $ADP Automatic Data Processing $HPQ HP $GOOG $GOOGL Alphabet $UNH UnitedHealth Group