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. $Advanced Micro Devices(AMD)$ AMD 1Q slightly above mid point of revenue guidance1Q YoYRevenue $5.5 B +2% ; -11% QoQ Data center: $2.3 billion (record Q; 80% YoY)Net income +188%Dil. EPS +178% (Adj +2%)2Q outlookRevenue $5.7 billion (6% YoY ; 4% QoQ)AMD record Data center revenue quartermarginally above Q4 last year, but +80% YoYClosing in on $Intel(INTC)$ Image2. $Starbucks(SBUX)$ SBUX ugly 2QYoYRevenue -2% Comp sales -4% (- 6% transactions, +2% average ticket) Net Income -15%Dil. EPS -14%3. $IBM(IBM)$ IBM +0.6% dividend increasefrom $1.66 to $1.67 per share / quarterImage4. $McDon

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

1. $NVIDIA Corp(NVDA)$ NVDA 1st quarter Data center $22.6 B in revenue~7x $Intel(INTC)$ (1Q last year overtook Intel for the first time)~10x $Advanced Micro Devices(AMD)$ ImageNVDA blowout 1Q1Q YoYRevenue +262% (+18% QoQ) Data Center +427% (+23% QoQ)Net income +628%Dil. EPS +629% (Adj +461%)announces 10-1 stock split effective June 7, 2024150% dividend increased9785c2c-7666-4298-89cf-8c2114ae4c872. $Analog Devices(ADI)$ ADI 2Q revenue as guided2Q YoYRevenue -34% (-14% QoQ)Net Income -69%Dil. EPS -68%OCF -24%FCF -22% (-51%)3Q guidance$2.27 B at mid point (-14% YoY +5% QoQ)ADI cash generation and returnImagehttps://x.com/Div