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David | AI-Driven Playbooks's avatar

Loved this compendium. One suggestion: tag a ‘safety subset’ (FCF payout ≤70, net debt/EBITDA ≤3, IG credit). Also, adding shareholder yield would highlight total-return candidates, not just big coupons. Happy to help draft a template if useful.

Compounding Quality's avatar

Great suggestion. Working on this!

Dave Johnson's avatar

Surprised OMF is not on this list. I’d be interested in your thoughts on the company.

Compounding Quality's avatar

This is defintely a company that could be added to the list!

Rohit A Mehra's avatar

Most companies on the list are showing a Payout Ratio of 0%. I think that's an error. Can you pls help with a corrected file

Compounding Quality's avatar

Looking into this. Thanks for letting us know!

Cjthehustler's avatar

As someone new to investing I'd like to understand better is the payout ratio unimportant compared to the dividend yield. This will help me in building my portfolio.

Compounding Quality's avatar

I would say the payout ratio is just as important! It tells you something about the sustainability of the dividend