Here’s the alphabetized one-liner summary by ticker for 11/6/2025 — concise, balanced, and true to the SI board tone:
ADX — Chowder adds again, continuing to build his position; Steve Mac trims TGT and boosts ADX indirectly with cash freed up. Momentum growing in this old-school CEF favorite.
ADP — Steve Mac shifts capital here from TGT, picking up stable payroll power.
ATMO (ATO) — Atmos Energy gets a 15% dividend hike and marks its 42nd straight year of raises — steady gas, steady cash.
BDX — Chowder exits after poor earnings, a weak 1% dividend hike, and hitting his 10% loss limit. Clean discipline, no regrets.
BEP / BEPC — macbolan executes a Roth swap from BEPC ? BEP, locking a 32.7% gain and a +44% income jump. Renewable yield-maxing at its best.
EVRG — macbolan reports a 4.1% dividend increase, Evergy’s 21st consecutive hike — steady utility income hum.
IRMAA (Medicare) — Frank Sauer reminds retirees about SSA-44 form options for lowering IRMAA if income drops — knowledge worth money.
MDLZ — Mili21 questions dividend safety; SeeksQuality checks SSD and finds rating unchanged at 66; Chowder still confident short-term.
MUC / NKX — macbolan adds $5K to MUC, completing his California muni CEF trifecta; tax-free ladder coming together.
NVO / LLY — Fireball Dividend posts news of Trump’s “drastic discount” deal on GLP-1s; Mili21 notes NVO drops -4.25% despite the positive spin.
O — Steve Mac adds to the monthly REIT; classic reliable income move during market chop.
PFFA — Steve Mac adds, keeping the preferreds allocation alive and well.
PH — Chowder celebrates +9% pop post-earnings; calls it one of the better industrials to own.
TGT — Steve Mac trims the retailer after its run-up; a defensive reallocation to quality yield.
UTF — Steve Mac adds to this global infrastructure play, putting trimmed TGT proceeds to good long-term use.
Market & Macro Notes — garygr consults ChatGPT on the “crappy morning” and gets a rundown: tech pullback, weak earnings guidance, policy uncertainty; Smart_Asset chimes in — “Bingo! Tariffs.”
Misc. Personal Notes — Diddywahdiddy digs into HELOC tax rules; cemanuel and Kiisu weigh in with IRS-savvy clarifications. Educational thread of the day.
Community Humor — garygr’s prior GROIN ticker gag still reigning champ, though today’s groan-worthy “market hernia” might be the sequel.
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