Earnings Season Just Delivered a Big Surprise

👋 Howdy Partner,

Earnings season is here again.
That means one thing… lots of action, lots of numbers, and even more reasons to smile.

I’ve been digging through stacks of quarterly reports, the kind of details that show whether a company’s story is getting stronger or weaker.

And guess what?

For our portfolio companies, it’s getting stronger.

Dividends are climbing.

Earnings are holding steady.

And one company we’ve held for a while just made a move that could send even more cash our way soon.

Can’t say names here (that’s for paying members)…

but let’s just say this company has quietly returned tens of billions to shareholders since 2012, and just unlocked a fresh $1.5 billion in cash from a big sale.

The best part?
Management isn’t the type to let money gather dust.

Let’s just say we might be hearing some very shareholder-friendly news soon.

🏥 Another Star in Healthcare

Now, let’s switch gears to healthcare.

UnitedHealth Group has been through the wringer this year with higher medical costs, investigations, and leadership shake-ups.

Revenue is up, and the company is pruning away unprofitable parts of its business, re-focusing on what really works.

Even the world’s greatest investor has taken notice, to the tune of $1.5 billion.

We’re already seeing strong gains on our position, and the long-term plan looks rock solid.

💳 Digital Payments Are Heating Up

And then there’s our digital payments leader.

This company has been aggressively buying back its own shares for a while, but this quarter, something new happened.

They’ve just started paying a dividend.

It’s small now, sure.

But if you’ve been following the pattern of this business… rising revenue, partnerships with tech giants, and focus on profits, you can see why that tiny dividend might grow into something much bigger over time.

Earnings beat expectations, cash flow is strong, and the future?
Let’s just say I’m optimistic.

The Big Picture

All told, this has been one of the most encouraging earnings seasons I’ve seen in a while.

✅ Our dividend checks keep growing.
✅ Our portfolio companies keep producing cash.
✅ And management teams are making smart, long-term decisions that should keep rewarding shareholders, quarter after quarter.

For now, just know this:
The plan is working.

🚨 Don’t Forget

We’ll be re-launching Compounding Dividends 2.0 on November 4th.

That means:
🌱 A brand-new platform
📈 New stock ideas every Wednesday in November
📘 A special report: 3 Dividend Stocks to Buy Now
🎥 A full video course
📊 Portfolio spreadsheet
🧾 One-pagers for every stock
🌐 Relaunched community access
… and more.

If you’re serious about growing wealth through dividends, now’s the time to get on the VIP waitlist.

➡️ Join the VIP List Now

One Dividend At A Time,
—TJ

Used sources

• Interactive Brokers: Portfolio data and executing all transactions

• Fiscal.ai: Financial data

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