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I actually find it quite interesting, as I am already betting on dividends and cash flow. At the moment, I'm waiting a little longer for $TXN, as they are currently going through a CAPEX phase to improve production. Of course, this also ties up a lot of capital and the financials therefore don't look so good, as does the payout.
I think they want to be through with it by around mid-2026 and the financial situation could improve again from then on.
I have them on the WL and if it fits with money to invest or the price gets a little better, I'll think about a first position. There may be a correction at some point, but I'm no longer hoping for that 😂
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@Stocktective in terms of dividends, it looks interesting at the moment... you can get your first foot in the door with a tranche and take 3.5% dividends with you... over time, these increases are so strong that you generate an impressive personal dividend yield. The business model is simple and will always be in demand. Good moat.
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@PoorDad I fully agree with you, yes, the current price with the div. yield is already attractive. I also think that it will continue to increase at around 8-10%. If you focus on cash flow and stability, this share, which is probably boring in the current market, is definitely interesting. The share price should also recover, possibly move sideways for a while and then go up again.
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