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

@JRIGWM @European_DGI Looking back they prob. missed the incremental increasing dividends payment (FCF could have easily afforded it, even at small increments) They could have been well on their way to 10 years of dividend growth 3 years ago their dividend was $0.4 B/year. x.com/DividendWave/s…

@European_DGI @DividendWave I wonder if this is the beginning of a growth company transitioning into blue chip staple?

$NVDA with the new dividend hike announced total dividend payment will be ~$24 B / year It will become the 2nd highest dividend paying company (by total $ disbursed) in the S&P500, just behind $MSFT

$CRM buybacks Peak shares outstanding FY23 New $50 B repurchase authorization announced Feb'26

@European_DGI The only ones happier than Jensen is Blackrock and Vanguard :-)

@DividendWave Their CEO can finally retire on his passive income.

Ex-dividend this week $SPGI S&P Global $SWKS Skyworks Solutions $JNJ Johnson & Johnson $O Realty Income $PRU Prudential Financial

@European_DGI 👊

Not too long ago, I hit a huge milestone: 30,000 followers! 🙏🎉 Let’s use this opportunity to get to know each other a bit better. Here is my story: 🚀 Started DGI in 2014 with €0 invested 📈 86% dividend/expense coverage today 💼 Favorite dividend stocks: $SHEL, $MSFT, $ASRNL How about you? When did you start your journey, and what are your favourite DGI stocks? 👇

@CommunityBnkInv The new dividend puts it among highest (total $ amount) in S&P500 NVDA still believes stock is undervalued. Jensen called it one the mysteries of the universe (the mute reaction to strong earnings) youtube.com/shorts/3ofWIJ2… They seem to be following $AAPL in buying back

@DividendWave Why buyback stock? I would love to see $NVDA declare special dividends when cash reaches certain thresholds - similar to what $COST does Buying back stock at elevated valuations seems like a poor use of capital for a now mature company

$NVDA buybacks New $80 B authorization on May 18, 2026 adds to $38.5 B remaining under previous $118.5 B total Roughly the same was repurchased over the past 4FY

$LOW buybacks After a pause in Q4 (debt level due to FBM, ADG acquisitions), resumed repurchases in 1Q

$CB dividend hike and new buyback program news.chubb.com/2026-05-21-Chu…

$NVDA FCF 1Q ~$49 B , nearly 50% of previous FY

1Q Data center sales YoY $NVDA adding more QoQ revenue than $INTC and $AMD combined 1Q sales $INTC +22% best growth since DCAI inception (1Q22) $AMD +57% best growth since 1Q26 $NVDA +92% best growth over past 5 quarters

@DJoapen yup!

@DividendWave eso no es sacarla del estadio, es sacarla del país, que barbaridad

$NVDA 1Q record revenue above guidance, raises dividend 1Q YoY Revenue +85% (+20% QoQ) Data center $75.2 B +92% Net income +139% Dil. EPS +140% OCF +84% FCF +86% quarterly dividend from $0.01 per share to $0.25 2Q guide Revenue $91 B +95% YoY +11% QoQ nvidianews.nvidia.com/news/nvidia-an…

$ADI 2Q record revenue above guidance 2Q YoY Revenue +37% (+15% QoQ) Net income +106% Dil. EPS +111% (Adj. +67%) OCF +6% FCF +1% 3Q guidance Revenue $3.9 B at mid point (+35% YoY; +8% QoQ) investor.analog.com/static-files/2…

$LOW 1Q reaffirms FY26 guidance 1Q YoY Revenue +10% (Comp sales +0.6%) COGS +12% Net income -1% Dil. EPS -1% (Adj +3.8%) OCF -1% FCF -1% FY26 reaffirmed guidance Total sales of $92.0 to 94.0 billion +7% to 9% vs PY Dil EPS $11.75 to $12.25 corporate.lowes.com/newsroom/press…

$HD shares outstanding continue to increase with no buybacks since 1Q24 due to SRS acquisition (2Q24) The company (over 4Q25 earnings) communicated it expects to restart repurchases H1´27

$HD 1Q reaffirms FY26 guidance 1Q YoY Revenue +4.8% (Comp sales +0.6%) COGS +6% Net income -4.2% Dil. EPS -4.3% (-3.7%) OCF +39% FCF +47% FY26 reaffirmed guidance Total sales growth of ~+2.5% to +4.5% Comparable sales growth of ~ flat to +2.0% ir.homedepot.com/news-releases/…

@RnaudBertrand I´m more impressed you managed to be in the morning in London and night of the same day in KL

This was yesterday for me: - Taking the tube in London, in Zone 1, in the morning: £8.90 - Taking Grab in Kuala Lumpur at night from the airport to my home, a 70km journey: 85.49 MYR (roughly £16.07) In other words, being sardined underground in London through a 10km-wide zone now costs 300% more per kilometre than being chauffeured in an air-conditioned private car across 70km of Malaysian highway.

Ex-dividend this week $CVX Chevron $AMAT Applied Materials $AFL Aflac $KLAC KLA $MSFT Microsoft