Ex-dividend this week2 AristocratsProcter & Gamble $Procter & Gamble(PG)$ will pay dividend on 18 APR, current yield is 2.6% yield, and 57% payout.Caterpillar $Caterpillar(CAT)$ will pay dividend on 19 APR, current yield is 1.4%, and 26% payout.2 years of dividend growthCVS Health $CVS Health(CVS)$ will pay dividend on 19 APR, current yield is 3.9%, and 30% payout.https://twitter.com/DividendWave/status/1779765634148053281

$Apple(AAPL)$ weak top line; raises dividend by 4%2Q YoYRevenue -4% iPhone -10% ;Services +14% Net Income -2% Dil EPS +1% First 6months OCF flat FCF +4% (lower Capex)New dividend at $0.25/share/quarter (+4%)AAPL apparently IR missed this is Apple´s second quarterImageAAPL segmentsNo Vision Pro breakdownImagea few hours to (a very likely) new dividend levelany guesses?» Another +$0.01/share/Q (keep last 2 hikes trend)?» +$0.02 (+8.3%)» +$0.03 (double digits - First since 2018)» something elseImageAAPL announces a new $110 billion buyback programLast 4 FYs average buyback: $81 billionImagehttps://twitter.com/DividendWave/status/1786134380294873088

1.NVDA$NVIDIA Corp(NVDA)$ revenue guidance for 3Q is -17% YoY$5.9 B vs $7.1 B a year ago and mostly due to gamingPC market still weighing downSaving grace is Data Center is still expected to growBut yes, 2 very different valuations. Although, honestly, I still like better NVDA2.MO$Altria(MO)$ will announce a new dividend tomorrowAny good guess on the (expected) increase?Last 4 increasesFY18 +14% +$0.10 /QFY19 +5% +$0.04 /QFY20 +2.4% +$0.02 /QFY21+4.7% +$0.04 /QMO Cash flow picture & dividends (FCF payout as %)MO is in the top 0.1% when it comes to dividend informationA clear page with all relevant informationnot only pastbut also future (e.g. FY22 dividend dates - announcement,

$Lowe's(LOW)$ LOW weak top line 1Q lowers FY guidance Revenue -5.5% (comp -4.3%) Net Income -3% Dil. EPS +7% (+4.6% excl. Canadian business sale) OCF -29% FCF -35% FY guidance sales $87 to $89 B (previously $88 to $90 B) comp sales -2% to -4% (previous 0% to -2%)espect for bridging to previous guidance (it should be standard for all companies, but not all do it)ImageLOW Canada business exit impactImageSome Info on LOW store countImageLOW aggressive buyback continues Another $2.1 B in 1Q Roughly half of the $4 B the same Q a year ago Even if no further buybacks are done (or shares issued) FY23 will have a 5% share reductionImageLOW debt keeps increasing as it finances this aggressive (beyond FCF) share reductionImageLOW balance sheet has a sharehold

Buybacks as % of FY15 shares outstanding EBAY$eBay(EBAY)$ 54% HPQ$HP Inc(HPQ)$ 43% LOW$Lowe's(LOW)$ 31% AAPL$Apple(AAPL)$ 30% Any other dividend growing company that has done more?1.EBAY bought back 54% of FY15 shares outstanding2.HPQ bought back 43% of FY15 shares outstanding3.LOW bought back 31% of FY15 shares outstanding4.AAPL bought back 30% of FY15 shares outstandingBy buyback $ value AAPL should have the undisputed lead$554 billionThe Maestri (CFO) era (as of 2013) has been productivehttps://twitter.com/DividendWave/status/1595841213818699776