@DividendWave

Dividend growth stocks analysis Getting dividends to fund travel/surfing Graphs/data to be a better investor Some growth and crypto Semiconductors ftw

youtube.com/channel/UCyawl4PglJk3099ma7NUOhw/
Joined May 2020
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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
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Ex-dividend this week $ASML $TXN Texas Instruments $COST Costco $CAT Caterpillar
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$LRCX $1 B in buybacks 1Q27
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$TXN cash flow OCF on track to cross $10 B for FY26 Capex rapidly trending down FCF also on track for a record FY (FY21 was $6.3 B)
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$META negative FCF 3Q previous negative FCF quarter was Q2 2012
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$LRCX 1Q Revenue: $8.22B (+22% QoQ, +54% YoY) GAAP EPS: $2.19 (+77% YoY from $1.24) OCF +97% FCF +103% 2Q guidance Revenue: $8.6B +61% YoY newsroom.lamresearch.com/202…

Lam Research Corporation Reports Financial Results for the Quarter Ended September 27, 2026

Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended September 27, 2026 (the "September 2026 quarter"). Highlights for the...

newsroom.lamresearch.com
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$META reporting today. FCF going negative?
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MSCI $MSCI Q3 2026 Report 🗓️ ✅ REV: $892M (+12% YoY) ✅ EPS: $5.11 (+14% YoY) 💵 Retention rate 95% 💵 $627M (1,116,460 shares) repurchased at a $561.81 average price, a large acceleration in buybacks 👇🏽 FY 2026 Guidance below
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Ex-dividend this week $PG Procter & Gamble $LOW Lowe's
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$ASML record quarterly buyback €4.1 B using record FCF
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$UNH ramping-up buybacks past 5 quarters repurchases: 3Q25 $0 B 4Q25 $0 B 1Q26 $0 B 2Q26 $1.6 B 3Q26 $3.4 B
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$UNH 3Q 3Q YoY Revenue -0.4% (MCR 88.4%) Net income +75% Dil EPS +76% (Adj 61%) First 9 months OCF +35% FCF +42% FY26 Outlook EPS At Least $19.50 Per Share ( $18.45 to $18.95 Per Share) unitedhealthgroup.com/conten…
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Ex-dividend this week $ABBV AbbVie $ABT Abbott Laboratories $ACN Accenture $MU Micron $OZK Bank Ozk
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$PEP improving Cash Flow First 36 weeks FY26 vs same period a year ago OCF +45% Capex -13% FCF +94% TTM FCF payout improving to 75% (was 100% FY25)
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$PYPL buybacks and shares outstanding Expects $6 billion in share repurchases FY26 on track ; $3.1 B bought over H1'26 average cost of $44.99 over H1'26 as of June 30, 2026, ~ $10.9 B remained under repurchase program
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$ACN buybacks
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Ex-dividend this week $MA Mastercard $VZ Verizon $ORCL Oracle
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$MU $33 billion in FCF over 4Q26 Sounds fake but Micron generated more FCF this quarter than cumulative FCF over the past ~40 years (IPO 1984-2025 fiscal years)
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Ex-dividend this week $CSCO Cisco Systems $BMY Bristol-Myers Squibb $MDLZ Mondelez International $BATS ($BTI) British American Tobacco $PM Philip Morris International
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$ABBV from 2Q earnings "VYALEV is well on track to achieve blockbuster sales this year" Vyalev is AbbVie´s leading Parkinson drug Peak sales originally expected to be >$1 B Crossed this (annualized rate) during 2Q still growing 100+% YoY
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$ABBV 2Q earnings "Overall, we believe our Parkinson's portfolio with VYALEV, Tavapadon, and DUOPA will be a substantial commercial opportunity. We continue to expect collective Parkinson's peak sales of more than $5 billion." FDA just approved Tavapadon reuters.com/business/healthc…

US FDA approves AbbVie's drug for Parkinson's disease

The US Food and Drug Administration has approved AbbVie's treatment for Parkinson's ​disease in adults, the health regulator's website showed ‌on Friday.

reuters.com
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$ABBV Tavapadon was part of expected regulatory approvals this year
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