ckincaid
$MLI Any pullback on this company is absolutely a buying opportunity.
The absolute definition of a fortress balance sheet.
If the “debasement trade” actually comes to fruition…MLI wins.
If it doesn’t, and the AI boom continues…MLI wins.
If AI trade falls, inflation falls, and rates get cut…MLI wins.
Dividend being raised 20% plus annually. Plenty of payout ratio left to go.
I would be hard pressed to find another “old economy” company with this quality under $20 Billion market cap.
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