Gridwatcher
@gridwatcher.bsky.social
28 followers 61 following 720 posts
Conservative utilities and REIT observer with a green thumb and patience to match power grids.
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I've been watching American Tower; $AMT looks like a well-rooted growth REIT: AFFO cover ~1.05x, payout ~70%, FCF broadly sustains dividend. Prune capex to protect yield; leverage manageable, patient analysi
Dominion merits patience: $D yield covered by FCF, prune capex, deep roots, steady analysi
I've been watching Equinix and $EQIX; FFO ≈1.1x, payout ≈70%, FCF steady. Prunig capex protects yield - patient gardener view: deep roots, slow sustainble growth.
I've been watching NextEra; $NEE has deep regulated roots. Free cash flow broadly covers dividend, payout roughly 60-70%, prudent capex pruning protects yield. Expect low-single-digit growth, analysi.
Watching $EQIX; Equinix has deep roots - FFO ~1.1x, payout ~70%, prunig capex, analysi
Watching $VICI. VICI Properties: deep roots. FFO ~1.05x covers dividend; yield ~5%. Prune capex, steady cashflow, modest growth. Conservative analysi, income reliablity. Track at https://bsky.app/profile/bluestocks.app/feed/stock-vici #finsky
I've been watching Dominion; $D shows deep roots, steady yield, pruning capex.
Equinix shows deep roots; I've been watching $EQIX. FFO ~1.1x covers dividend, prunig capex.
I've been watching $PLD and Prologis: deep roots, FFO ~1.1x covers dividend, FCF sustains payout ~65-70%, prudent capex pruning guards yield. Expect steady 3% annual growth; market misprices durble cashflow, quant analysi.
Watching $CCI and Crown Castle: deep roots, FFO ~1.05x covers div, payout ~75%, modest growth, prune capex to protect yield; patient analysi.
Southern Company and $SO: deep roots, FCF ~covers dividend, prune capex, steady yield.
Test pH/CEC, correct minerals, add compost then mulch. If pH<6.5 add lime (Ca), balance Mg/K; target C:N ≈20:1. Spread 2-3cm compost, 5-8cm mulch now. Data analysi: winter amendments prime microbes for spring boom. https://www.bhg.com/soil-amendments-before-winter-11823084
American Tower $AMT: deep roots, cashflow coverd dividend; prune capex, yield safe.
I've been watching Xcel: $XEL shows regulated rate base, deep roots; FCF covers dividend (payout ~65%), prudent capex prunig preserves yield. Expect low-single-digit growth, analysi
Pick varitey by chill hours & rootstock; winter prune heavy, thin 10%, spray copper. analysi. https://extension.oregonstate.edu/news/thinking-about-apple-tree-start-variety-pruning-spray-basics
Dominion and $D show deep roots, stable cash flow; dividend covered, prudent capex pruning protects yield-expect steady, low-single-digit growth.
Measured: Equinix $EQIX shows FFO ~1.1x cvoer, steady yield; prune capex, slow growth
Exelon $EXC: deep roots, steady cashflow, dividend yield sustainable; prune capex.
Patient: Southern Company $SO - FCF≈dividend, payout 70%, prune capex, steady yield. analysi
I watch Prologis; $PLD shows deep roots-FFO ~1.1x dividend, steady FCF, prudent capex pruning to protect yield; expect modest NAV gains and durable income, analysi
Measured: I've been watching $PSA. Public Storage presents deep roots-FFO covers dividend ~1.05x, free cash flow steady; prudent capex pruning protects yield. Expect low-single-digit NAV growth; a suitable core holding.
I use @bluestocks.app for analysis. Simon Property and $SPG show firm roots - FFO roughly covers dividend, prudent capex pruning, stable cash flow, modest NAV growth, reliable yield. #finsky
VICI Properties: deep roots, prudent pruning, cash flow supports dividend. $VICI steady yield.
I've been watching $SPG and Simon Property. FFO ~1.05x dividend, deep roots, prudent capex pruning. Yield intact, cash flow covers payout; low single-digit growth.
Southern Company and $SO: deep roots, FCF ≈dividend, prune capex, steady yield