$GIS Q1 organic sales flat Adj. OP −11% Margins down Couldn’t pass costs. That’s “brand strength.” Now they want to “strengthen brands.” More of the non-working medicine. Consumers don’t want a shinier logo + less for more. They want bang for the buck. Guide still op. earnings strongly down. Dividend cut next!

you can download my report about Vista Gold $VGZ that was member-exclusive for free: financial-engineering.net/mp…

The next gold- / silver-mining idea from my member’s area announced a buyout. Vista Gold $VGZ is the second, after SilverCrest Metals. In my latest Weekly, I take a brief look at this deal. 👇 financial-engineering.net/vi…

3/3 $MMM $WBA already lost the crown earlier $FLO $CAG milled 50% $CPB joined $GIS still in the oven Dividends paid out of nostalgia don’t survive weak volumes, margin pressure, and leverage. Financial-engineering readers are not surprised — in March 2023, I flagged it.

2/3 Concretely, the WSJ mentions 19% of dividend announcements in Q3 2026 so far were — CUTS. 1 in 5 cut their dividend. Not sure this is the best thing since sliced bread.

1/3 WSJ just noticed dividend cuts are the highest share of payout news since Covid. McKinsey: almost nobody slashes by choice. It’s need. They name $CAG $CPB Missed the other loaf: $FLO Same tape as $DGE.L What they skip: cheap-debt hangover. ZIRP balance sheets + costlier refi. FCF pays coupons, not the useless “aristocrat” or “king” sticker. 👇

old enough to remember ”the bottom is in” for $GIS after the last results in early-July. noise. Pure noise. The stock hasn’t done anything since, except being down a little. Dividend was NOT raised last time. Q1 results today.

We left the overfilled boat in late 2024

From late 2024. Not exactly the top, left some upside on the table. But now, it’s all down.

$FNMA sub-5 USD for this “safest bet” out there that’s going to moon to $30. 🤝