Isra retweeted
Jun 1
Estoy disponible para encuentros 😘
Te recibo en mi cuarto vivo por el centro ♥️
Da RT si eres de #Oaxaca
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Amerisafe Inc $AMSF operates as a highly specialized workers' compensation insurer that expertly manages risk in hazardous industries like construction and logging through an in-house team of safety professionals. While the company maintains a pristine debt-free balance sheet, recent earnings missed expectations due to rising medical inflation and elevated claim severity, pushing the stock near its 52-week low. This near-term pressure creates an intriguing valuation for a resilient business that consistently rewards shareholders with strong regular and special dividends. With infrastructure spending poised to drive target payroll growth, will Amerisafe's disciplined underwriting be enough to fuel a substantial fundamental rebound for patient investors?
38
Wall Street is punishing $AMSF for a cyclical earnings miss, but they are entirely overlooking a structural cash engine. This zero-debt specialty insurer dominates high-hazard markets standard carriers won't touch, leveraging 40 years of proprietary data to maintain a 92% retention rate. With the stock trading near 52-week lows despite a track record of returning nearly 100% of operating earnings to shareholders, the current multiple presents a massive valuation gap. Here is the full thesis. 📺👇 #ValueInvesting
auth.flash.stocksentinel.ai/…
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Amerisafe Inc ($AMSF) dominates a unique niche in the insurance sector by providing specialized workers' compensation coverage for highly hazardous, hard-to-underwrite industries like construction and logging. Although a recent quarterly earnings miss caused a sharp decline in its share price, the firm maintains a completely debt-free balance sheet and a fiercely loyal customer base with a policy renewal rate exceeding 93 percent. Trading at a highly attractive valuation multiple, the underwriter consistently generates robust returns on invested capital while aggressively returning cash to shareholders through buybacks and special dividends. With the broader market seemingly ignoring this resilient underwriting model, could the current price weakness be the perfect entry point for long-term investors seeking high-quality defensive assets?
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The market just dumped $AMSF by nearly 10% over a top-line earnings miss, pricing a debt-free, specialized moat like a broken generalist insurer. While competitors are blowing up on unhedged medical claims, Amerisafe is quietly sustaining an 18.5% ROE by underwriting the most hazardous jobs in America. Here is the structural breakdown of why this valuation gap is fundamentally disengaged from reality. 📉💼 #ValueInvesting
auth.flash.stocksentinel.ai/…
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Jun 11
Do you hold $GYRE, $FEIM, or $AMSF?
Follow @MichaelCarter_6
He discovers the most promising stocks every day.
Last week I made $3,500 thanks to his recommendations!
The fewer people who know, the greater the opportunity. There are no fees.
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May 16
If you were to buy $10,000 of the Schwab US Dividend ETF $SCHD this is how much of every stock you would be buying
Texas Instruments $TXN: $608.48
Qualcomm $QCOM: $548.95
UnitedHealth Group $UNH: $546.25
Coca-Cola $KO: $411.64
Chevron $CVX: $400.92
Merck & Co $MRK: $376.79
ConocoPhillips $COP: $374.79
Verizon $VZ: $367.31
PepsiCo $PEP: $362.44
Procter & Gamble $PG: $360.26
Amgen $AMGN: $354.26
Home Depot $HD: $329.49
Altria Group $MO: $312.55
Abbott Laboratories $ABT: $299.98
Bristol Myers Squibb $BMY: $297.28
Lockheed Martin $LMT: $270.92
Accenture $ACN: $259.45
Blackstone $BX: $235.75
Comcast $CMCSA: $232.25
Automatic Data Processing $ADP: $215.73
SLB $SLB: $214.36
EOG Resources $EOG: $189.73
United Parcel Service $UPS: $187.02
ONEOK $OKE: $147.28
Ford Motor $F: $145.90
Target $TGT: $143.30
Devon Energy $DVN: $139.85
Fastenal $FAST: $129.85
Fifth Third Bancorp $FITB: $110.39
Archer Daniels Midland $ADM: $100.60
Kimberly-Clark $KMB: $82.51
Paychex $PAYX: $73.79
Hershey $HSY: $72.51
Ares Management $ARES: $68.08
Cincinnati Financial $CINF: $66.31
Regions Financial $RF: $59.82
Darden Restaurants $DRI: $57.60
T. Rowe Price $TROW: $57.56
Principal Financial Group $PFG: $51.26
Snap-on $SNA: $48.90
General Mills $GIS: $45.46
Broadridge Financial BR: $43.05
East West Bancorp EWBC: $42.64
Watsco WSO: $37.37
APA Corp APA: $33.85
Fidelity National Financial FNF: $31.33
Best Buy BBY: $28.40
HF Sinclair DINO: $27.65
Skyworks Solutions SWKS: $25.92
American Financial Group AFG: $23.62
Old Republic International ORI: $22.90
Booz Allen Hamilton BAH: $22.74
Columbia Banking System COLB: $22.14
Autoliv ALV: $21.33
Nexstar Media Group NXST: $14.46
Erie Indemnity ERIE: $13.94
Murphy Oil MUR: $13.41
Bank OZK OZK: $12.58
MSC Industrial MSM: $12.57
Macy's M: $12.53
Moelis MC: $12.31
Vail Resorts MTN: $11.15
Federated Hermes FHI: $10.60
Korn Ferry KFY: $8.58
Penske Automotive PAG: $8.04
Western Union WU: $6.82
Artisan Partners APAM: $6.74
CVB Financial CVBF: $6.46
Robert Half RHI: $6.29
Banner Corp BANR: $5.57
Cohen & Steers CNS: $5.13
OFG Bancorp OFG: $4.96
National Bank Holdings NBHC: $4.77
City Holding CHCO: $4.55
Federal Agricultural Mortgage AGM: $4.24
S&T Bancorp STBA: $4.21
Inter Parfums IPAR: $4.11
German American Bancorp GABC: $4.06
Flowers Foods FLO: $3.96
Buckle BKE: $3.81
Lakeland Financial LKFN: $3.76
1st Source Corp SRCE: $3.37
Clearway Energy CWEN: $3.32
Wendy's WEN: $3.29
Insperity NSP: $2.65
Preferred Bank PFBC: $2.64
CNA Financial CNA: $2.40
Central Pacific Financial CPF: $2.31
Virtus Investment Partners VRTS: $2.30
Hanmi Financial HAFC: $2.23
First Financial Corp THFF: $2.02
Orrstown Financial Services ORRF: $1.79
Independent Bank Corp IBCP: $1.75
Capital City Bank CCBG: $1.59
Amerisafe AMSF: $1.49
Oxford Industries OXM: $1.45
Ennis EBF: $1.33
Ethan Allen Interiors ETD: $1.12
May 16
THE SCHWAB US DIVIDEND ETF $SCHD
Here is every stock held by the Schwab US Dividend Equity ETF $SCHD and how much of the fund it represents
Texas Instruments $TXN - 6.08%
Qualcomm $QCOM - 5.49%
UnitedHealth Group $UNH - 5.46%
Coca-Cola $KO - 4.12%
Chevron $CVX - 4.01%
Merck & Co $MRK - 3.77%
ConocoPhillips $COP - 3.75%
Verizon $VZ - 3.67%
PepsiCo $PEP - 3.62%
Procter & Gamble $PG - 3.60%
Amgen $AMGN - 3.54%
Home Depot $HD - 3.29%
Altria Group $MO - 3.13%
Abbott Laboratories $ABT - 3.00%
Bristol Myers Squibb $BMY - 2.97%
Lockheed Martin $LMT - 2.71%
Accenture $ACN - 2.59%
Blackstone $BX - 2.36%
Comcast $CMCSA - 2.32%
Automatic Data Processing $ADP - 2.16%
SLB $SLB - 2.14%
EOG Resources $EOG - 1.90%
United Parcel Service $UPS - 1.87%
ONEOK $OKE - 1.47%
Ford Motor $F - 1.46%
Target $TGT - 1.43%
Devon Energy $DVN - 1.40%
Fastenal $FAST - 1.30%
Fifth Third Bancorp $FITB - 1.10%
Archer Daniels Midland $ADM - 1.01%
Kimberly-Clark $KMB - 0.83%
Paychex $PAYX - 0.74%
Hershey $HSY - 0.73%
Ares Management $ARES - 0.68%
Cincinnati Financial $CINF - 0.66%
Regions Financial $RF - 0.60%
Darden Restaurants $DRI - 0.58%
T. Rowe Price $TROW - 0.58%
Principal Financial Group $PFG - 0.51%
Snap-on $SNA - 0.49%
General Mills $GIS - 0.45%
Broadridge Financial BR - 0.43%
East West Bancorp EWBC - 0.43%
Watsco WSO - 0.37%
APA Corp APA - 0.34%
Fidelity National Financial FNF - 0.31%
Best Buy BBY - 0.28%
HF Sinclair DINO - 0.28%
Skyworks Solutions SWKS - 0.26%
American Financial Group AFG - 0.24%
Old Republic International ORI - 0.23%
Booz Allen Hamilton BAH - 0.23%
Columbia Banking System COLB - 0.22%
Autoliv ALV - 0.21%
Nexstar Media Group NXST - 0.14%
Erie Indemnity ERIE - 0.14%
Murphy Oil MUR - 0.13%
Bank OZK OZK - 0.13%
MSC Industrial MSM - 0.13%
Macy's M - 0.13%
Moelis MC - 0.12%
Vail Resorts MTN - 0.11%
Federated Hermes FHI - 0.11%
Korn Ferry KFY - 0.09%
Penske Automotive PAG - 0.08%
Western Union WU - 0.07%
Artisan Partners APAM - 0.07%
CVB Financial CVBF - 0.06%
Robert Half RHI - 0.06%
Banner Corp BANR - 0.06%
Cohen & Steers CNS - 0.05%
OFG Bancorp OFG - 0.05%
National Bank Holdings NBHC - 0.05%
City Holding$CHCO - 0.05%
Federal Agricultural Mortgage AGM - 0.04%
S&T Bancorp STBA - 0.04%
Inter Parfums IPAR - 0.04%
German American Bancorp GABC - 0.04%
Flowers Foods FLO - 0.04%
Buckle BKE - 0.04%
Lakeland Financial LKFN - 0.04%
1st Source Corp SRCE - 0.03%
Clearway Energy CWEN - 0.03%
Wendy's WEN - 0.03%
Insperity NSP - 0.03%
Preferred Bank PFBC - 0.03%
CNA Financial CNA - 0.02%
Central Pacific Financial CPF - 0.02%
Virtus Investment Partners VRTS - 0.02%
Hanmi Financial HAFC - 0.02%
First Financial Corp THFF - 0.02%
Orrstown Financial Services ORRF - 0.02%
Independent Bank Corp IBCP - 0.02%
Capital City Bank CCBG - 0.02%
Amerisafe AMSF - 0.01%
Oxford Industries OXM - 0.01%
Ennis EBF - 0.01%
Ethan Allen Interiors ETD - 0.01%
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May 16
THE SCHWAB US DIVIDEND ETF $SCHD
Here is every stock held by the Schwab US Dividend Equity ETF $SCHD and how much of the fund it represents
Texas Instruments $TXN - 6.08%
Qualcomm $QCOM - 5.49%
UnitedHealth Group $UNH - 5.46%
Coca-Cola $KO - 4.12%
Chevron $CVX - 4.01%
Merck & Co $MRK - 3.77%
ConocoPhillips $COP - 3.75%
Verizon $VZ - 3.67%
PepsiCo $PEP - 3.62%
Procter & Gamble $PG - 3.60%
Amgen $AMGN - 3.54%
Home Depot $HD - 3.29%
Altria Group $MO - 3.13%
Abbott Laboratories $ABT - 3.00%
Bristol Myers Squibb $BMY - 2.97%
Lockheed Martin $LMT - 2.71%
Accenture $ACN - 2.59%
Blackstone $BX - 2.36%
Comcast $CMCSA - 2.32%
Automatic Data Processing $ADP - 2.16%
SLB $SLB - 2.14%
EOG Resources $EOG - 1.90%
United Parcel Service $UPS - 1.87%
ONEOK $OKE - 1.47%
Ford Motor $F - 1.46%
Target $TGT - 1.43%
Devon Energy $DVN - 1.40%
Fastenal $FAST - 1.30%
Fifth Third Bancorp $FITB - 1.10%
Archer Daniels Midland $ADM - 1.01%
Kimberly-Clark $KMB - 0.83%
Paychex $PAYX - 0.74%
Hershey $HSY - 0.73%
Ares Management $ARES - 0.68%
Cincinnati Financial $CINF - 0.66%
Regions Financial $RF - 0.60%
Darden Restaurants $DRI - 0.58%
T. Rowe Price $TROW - 0.58%
Principal Financial Group $PFG - 0.51%
Snap-on $SNA - 0.49%
General Mills $GIS - 0.45%
Broadridge Financial BR - 0.43%
East West Bancorp EWBC - 0.43%
Watsco WSO - 0.37%
APA Corp APA - 0.34%
Fidelity National Financial FNF - 0.31%
Best Buy BBY - 0.28%
HF Sinclair DINO - 0.28%
Skyworks Solutions SWKS - 0.26%
American Financial Group AFG - 0.24%
Old Republic International ORI - 0.23%
Booz Allen Hamilton BAH - 0.23%
Columbia Banking System COLB - 0.22%
Autoliv ALV - 0.21%
Nexstar Media Group NXST - 0.14%
Erie Indemnity ERIE - 0.14%
Murphy Oil MUR - 0.13%
Bank OZK OZK - 0.13%
MSC Industrial MSM - 0.13%
Macy's M - 0.13%
Moelis MC - 0.12%
Vail Resorts MTN - 0.11%
Federated Hermes FHI - 0.11%
Korn Ferry KFY - 0.09%
Penske Automotive PAG - 0.08%
Western Union WU - 0.07%
Artisan Partners APAM - 0.07%
CVB Financial CVBF - 0.06%
Robert Half RHI - 0.06%
Banner Corp BANR - 0.06%
Cohen & Steers CNS - 0.05%
OFG Bancorp OFG - 0.05%
National Bank Holdings NBHC - 0.05%
City Holding$CHCO - 0.05%
Federal Agricultural Mortgage AGM - 0.04%
S&T Bancorp STBA - 0.04%
Inter Parfums IPAR - 0.04%
German American Bancorp GABC - 0.04%
Flowers Foods FLO - 0.04%
Buckle BKE - 0.04%
Lakeland Financial LKFN - 0.04%
1st Source Corp SRCE - 0.03%
Clearway Energy CWEN - 0.03%
Wendy's WEN - 0.03%
Insperity NSP - 0.03%
Preferred Bank PFBC - 0.03%
CNA Financial CNA - 0.02%
Central Pacific Financial CPF - 0.02%
Virtus Investment Partners VRTS - 0.02%
Hanmi Financial HAFC - 0.02%
First Financial Corp THFF - 0.02%
Orrstown Financial Services ORRF - 0.02%
Independent Bank Corp IBCP - 0.02%
Capital City Bank CCBG - 0.02%
Amerisafe AMSF - 0.01%
Oxford Industries OXM - 0.01%
Ennis EBF - 0.01%
Ethan Allen Interiors ETD - 0.01%
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16,667
Apr 29
$AMSF
AMERISAFE delivered its eighth consecutive quarter of premium growth, with Q1 2026 net premiums up 9% to $75.1 million.
Despite strong underwriting discipline and a 93.2% combined ratio, EPS declined year-over-year due to a normalization of the tax rate and rising loss ratios.
Persistent industry rate softness and higher medical costs pressure AMSF’s earnings outlook, warranting a Hold rating for patient investors.
Key metrics to monitor include the current accident year loss ratio and favorable prior-year development, with share buybacks and a debt-free balance sheet supporting capital flexibility.
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Apr 22
About 70 of the 100 stocks in $SCHD are up since the late March reconstitution.
Top movers:
$OXM: Oxford Industries
$UNH: UnitedHealth Group
$MC: Moelis & Company
$NSP: Insperity
$BX: Blackstone
$TXN: Texas Instruments
$WSO: Watsco
$RHI: Robert Half
$AGM: Federal Agricultural Mortgage Corporation
$OFG: OFG Bancorp
$EWBC: East West Bancorp
$ARES: Ares Management
$TGT: Target
$HAFC: Hanmi Financial
$FNF: Fidelity National Financial
Worst performers:
$HSY: Hershey Company
$ABT: Abbott Laboratories
$VZ: Verizon Communications
$LMT: Lockheed Martin
$MSTR: MicroStrategy
$APA: APA Corporation
$CVX: Chevron
$CTRA: Coterra Energy
$DVN: Devon Energy
$AMSF: AMERISAFE
$EOG: EOG Resources
$OKE: ONEOK
$EBF: Ennis
$MRK: Merck & Co.
$COP: ConocoPhillips
Lots of energy names on the downside list.
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Apr 21
#earnings before the open on Wednesday, April 22, 2026
earningswhispers.com/calenda…
$VRT $GEV $BA $T $BSX $ELV $CME $PM $WAB $BKU $MCO $WFRD $RCI $OTIS $TEL $TMHC $TNL $TDY $MAS $ONB $FBP $FCCO $MHO $EDU $AMSF $CIVB $PFBC $SF
Apr 20
The most anticipated earnings releases for the week of April 20, 2026, are @Tesla $TSLA, @UnitedHealthGrp $UNH, @intel $INTC, @ServiceNow $NOW, @Vertiv $VRT, @IntuitiveSurg $ISRG, @IBM $IBM, @LamResearch $LRCX, Cleveland-Cliffs $CLF, and @nokia $NOK.
earningswhispers.com/calenda…
#mostanticipated #earningsseason #earningscalendar #earningswhispers #tesla #unitedhealthgroup #intel #servicenow #vertiv #intuitivesurgical #cliffs #lamresearch #alaskaair #earningswhisper #earnings
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Mar 17
deepmaker（AMSF）3Dプリントラボ
オープン準備中〜
シューズもサンダルもマクラもここで試作しますw
apple-tree.co.jp/deep-maker/
北堀江3Dプリンターラボの様子を覗いてきました！👀
PollypolymerやFLASHFORGEの業務用光造形機や二次硬化機、攪拌機などの機材がズラッと並んでいました✨
完成はもう少し先とのこと！楽しみです☺️
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Mar 4
Here’s a list of all the announced dividend raises and cuts for $SCHD holdings as of Mar 4, 2026
Dividend Raises: 42
Q1: 32
Q2: 10
Cuts: 4
Q1 Dividend Increases
(Sorted by weight in $SCHD)
$LMT 4.5% (4.77%)
$CVX 4.1% (4.28%)
$BMY 1.6% (4.24%)
$MRK 4.9% (4.22%)
$AMGN 5.9% (3.92%)
$HD 1.3% (3.71%)
$ABBV 5.5% (3.47%)
$VLO 6.2% (2.20%)
$OKE 3.9% (1.87%)
$FAST 9.1% (1.86%)
$HSY 6.0% (1.19%)
$ADM 2.0% (1.17%)
$CNA 4.3% (0.62%)
$EWBC 33% (0.60%)
$AMSF 5.1% (0.51%)
$FNF 4.0% (0.48%)
$CNS 8.1% (0.42%)
$COLB 2.8% (0.34%)
$OZK 2.2% (0.19%)
$MUR 7.7% (0.15%)
$IBOC 4.3% (0.14%)
$CATY 12.0% (0.13%)
$AMCR 2.0% (0.12%)
$LKFN 4.0% (0.06%)
$GABC 6.9% (0.06%)
$BKE 16.67% (0.05%)
$PFBC 6.7% (0.04%)
$CWEN 1.6% (0.04%)
$THFF 9.8% (0.03%)
$CPF 3.7% (0.03%)
$KFRC 2.6% (0.02%)
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Mar 4
En 2025, @UNFPA a célébré la synergie entre #AMSF et @AssNSFM au #Maroc. En 2026, nous poursuivrons notre action pour la reconnaissance internationale du rôle #communautaire des #sagesfemmes avec @world_midwives.
Plus : unf.pa/4ccArrg
@msps_gov_ma @ONUMaroc
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Mar 4
My Official $SCHD Q1 Payout Estimate drops later today! 💰
Before I reveal it… what do you think $SCHD Q1 dividend growth will come in at?
Here’s all the raises and cuts we’re working with right now👇
$SCHD Q1 2026 Dividend Growth Update
As of Mar 4, 2026
EX DIVIDEND: 3/25
PAY DATE: 3/30
New raises since the last update:
$BBY 1.1% (effective in Q2)
$CNS 8.1% and pays in time to impact Q1.
Dividend Raises: 42
Q1: 32
Q2: 10
Cuts: 4
Q1 Dividend Increases
(Sorted by weight in $SCHD)
$LMT 4.5% (4.77%)
$CVX 4.1% (4.28%)
$BMY 1.6% (4.24%)
$MRK 4.9% (4.22%)
$AMGN 5.9% (3.92%)
$HD 1.3% (3.71%)
$ABBV 5.5% (3.47%)
$VLO 6.2% (2.20%)
$OKE 3.9% (1.87%)
$FAST 9.1% (1.86%)
$HSY 6.0% (1.19%)
$ADM 2.0% (1.17%)
$CNA 4.3% (0.62%)
$EWBC 33% (0.60%)
$AMSF 5.1% (0.51%)
$FNF 4.0% (0.48%)
$CNS 8.1% (0.42%)
$COLB 2.8% (0.34%)
$OZK 2.2% (0.19%)
$MUR 7.7% (0.15%)
$IBOC 4.3% (0.14%)
$CATY 12.0% (0.13%)
$AMCR 2.0% (0.12%)
$LKFN 4.0% (0.06%)
$GABC 6.9% (0.06%)
$BKE 16.67% (0.05%)
$PFBC 6.7% (0.04%)
$CWEN 1.6% (0.04%)
$THFF 9.8% (0.03%)
$CPF 3.7% (0.03%)
$KFRC 2.6% (0.02%)
ALT Dividend Growth is like planting a money tree. The image depicts a bar chart going up into the right in front of a computer with stocks charts on it and a tree growing out of a stack of US dollars.
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