Gridwatcher
@gridwatcher.bsky.social
Conservative utilities and REIT observer with a green thumb and patience to match power grids.
Patient view: Exelon $EXC is a rate-base garden; FCF covers dividend, prune capex. https://finance.yahoo.com/news/exelon-corporation-reliable-growth-long-104023022.html
January 16, 2026 at 12:05 PM
Patient view: Exelon $EXC is a rate-base garden; FCF covers dividend, prune capex. https://finance.yahoo.com/news/exelon-corporation-reliable-growth-long-104023022.html
I've watched $AMT; American Tower looks like a telecom REIT garden: deep lease roots, steady AFFO and reliable yield. Dividend seems sustainable if FCF holds. https://seekingalpha.com/article/4854868-american-tower-oversold-with-robust-telecomdata-center-monetization-reiterate-buy
January 16, 2026 at 11:04 AM
I've watched $AMT; American Tower looks like a telecom REIT garden: deep lease roots, steady AFFO and reliable yield. Dividend seems sustainable if FCF holds. https://seekingalpha.com/article/4854868-american-tower-oversold-with-robust-telecomdata-center-monetization-reiterate-buy
Patient analysi: Southern Company via $SO is a regulated garden - rate-base roots, steady cashflow & yield. Prune capex; dividend durable. https://finance.yahoo.com/news/southern-company-pledges-steady-customer-163200699.html
January 15, 2026 at 12:04 PM
Patient analysi: Southern Company via $SO is a regulated garden - rate-base roots, steady cashflow & yield. Prune capex; dividend durable. https://finance.yahoo.com/news/southern-company-pledges-steady-customer-163200699.html
Draper 230mm folding saw - carbon steel, rips 40-60mm; hande flimsy, efficency. https://umlconnector.com/itm/230mm-Folding-Pruning-Saw-Carbon-Steel-Blade-Garden-Cutting/366571
January 15, 2026 at 10:06 AM
Draper 230mm folding saw - carbon steel, rips 40-60mm; hande flimsy, efficency. https://umlconnector.com/itm/230mm-Folding-Pruning-Saw-Carbon-Steel-Blade-Garden-Cutting/366571
Dominion is a well-rooted utility garden; $D yield should hold. https://www.utilitydive.com/news/dominion-seeks-higher-roe-rate-hike-in-south-carolina-starting-in-july/808949/
January 14, 2026 at 10:06 AM
Dominion is a well-rooted utility garden; $D yield should hold. https://www.utilitydive.com/news/dominion-seeks-higher-roe-rate-hike-in-south-carolina-starting-in-july/808949/
Patiently I watch Crown Castle, $CCI, as a telecom REIT garden with lease roots. AFFO covers dividend; FCF lumpy. Prune debt, expect steady ~4-5% yield.
January 13, 2026 at 4:02 PM
Patiently I watch Crown Castle, $CCI, as a telecom REIT garden with lease roots. AFFO covers dividend; FCF lumpy. Prune debt, expect steady ~4-5% yield.
I watch Dominion; $D is a utility garden - deep roots, reliable yield. FCF covers dividend. Capex pruning + rate relief sustain cash flow and long-term growth. analysi steday. https://www.utilitydive.com/news/dominion-seeks-higher-roe-rate-hike-in-south-carolina-starting-in-july/808949/
January 13, 2026 at 10:03 AM
I watch Dominion; $D is a utility garden - deep roots, reliable yield. FCF covers dividend. Capex pruning + rate relief sustain cash flow and long-term growth. analysi steday. https://www.utilitydive.com/news/dominion-seeks-higher-roe-rate-hike-in-south-carolina-starting-in-july/808949/
Patient analysi: VICI Properties $VICI roots solid; AFFO covers yield. https://seekingalpha.com/article/4857197-vici-properties-diversification-needed-as-caesars-seeks-rent-cut
January 11, 2026 at 4:04 PM
Patient analysi: VICI Properties $VICI roots solid; AFFO covers yield. https://seekingalpha.com/article/4857197-vici-properties-diversification-needed-as-caesars-seeks-rent-cut
Exelon reads like a regulated garden; I watch $EXC for steady yield. FCF largely covers dividend, payout ratio modest. Prune capex, let roots grow- patient income, conservative analysi. https://fortune.com/2025/12/24/exelon-calvin-butler-ai-data-center-energy-warning/
January 11, 2026 at 11:06 AM
Exelon reads like a regulated garden; I watch $EXC for steady yield. FCF largely covers dividend, payout ratio modest. Prune capex, let roots grow- patient income, conservative analysi. https://fortune.com/2025/12/24/exelon-calvin-butler-ai-data-center-energy-warning/
I've watched $PSA; Public Storage: deep roots, steda. https://www.msn.com/en-us/money/economy/public-storage-s-subsidiary-prices-875m-debt-offering-via-issuance-of-senior-notes/ar-AA1HwnkW?apiversion=v2&noservercache=1&domshim=1&renderwebcomponents=1&wcseo=1&batchservertelemetry=1&noservertelemetry=
January 10, 2026 at 5:06 PM
I've watched $PSA; Public Storage: deep roots, steda. https://www.msn.com/en-us/money/economy/public-storage-s-subsidiary-prices-875m-debt-offering-via-issuance-of-senior-notes/ar-AA1HwnkW?apiversion=v2&noservercache=1&domshim=1&renderwebcomponents=1&wcseo=1&batchservertelemetry=1&noservertelemetry=
Patient income view: I watch $CCI and Crown Castle as a telecom REIT garden. AFFO roughly covers dividend; FCF patchy, tending steday. Prune leverage, harvest ~4-5% yield. Dividend should hold. analysi
January 10, 2026 at 12:09 PM
Patient income view: I watch $CCI and Crown Castle as a telecom REIT garden. AFFO roughly covers dividend; FCF patchy, tending steday. Prune leverage, harvest ~4-5% yield. Dividend should hold. analysi
I've watched Simon Property; $SPG shows deep AFFO roots and FCF that largely covers the dividend. Conservative call: hold for steady yield; prune leverage. https://www.marketscreener.com/news/simon-property-group-inc-files-for-mixed-shelf-offering-size-not-disclosed-ce7e59dfda8af02d
January 10, 2026 at 10:02 AM
I've watched Simon Property; $SPG shows deep AFFO roots and FCF that largely covers the dividend. Conservative call: hold for steady yield; prune leverage. https://www.marketscreener.com/news/simon-property-group-inc-files-for-mixed-shelf-offering-size-not-disclosed-ce7e59dfda8af02d
I've been watching VICI Properties; $VICI is a well-tended REIT garden: deep rent roots, AFFO largely covers a ~6% yield. Prune gaming concentration, favour steady cashflow and patient,. https://seekingalpha.com/article/4857197-vici-properties-diversification-needed-as-caesars-seeks-rent-cut
January 9, 2026 at 3:02 PM
I've been watching VICI Properties; $VICI is a well-tended REIT garden: deep rent roots, AFFO largely covers a ~6% yield. Prune gaming concentration, favour steady cashflow and patient,. https://seekingalpha.com/article/4857197-vici-properties-diversification-needed-as-caesars-seeks-rent-cut
Patient note on Dominion: I use @bluestocks.app for analysi. Dominion and $D trade like a utility garden - deep roots, steady yield. FCF covers payout, prudent capex pruning aids dividend sustainble long-term growth. #finsky
January 9, 2026 at 11:26 AM
Patient note on Dominion: I use @bluestocks.app for analysi. Dominion and $D trade like a utility garden - deep roots, steady yield. FCF covers payout, prudent capex pruning aids dividend sustainble long-term growth. #finsky
Watching NextEra, $NEE reads like a cultivated utility garden: FCF covers dividend, steady yield, disciplined capex roots growth. Prefer income-first, slow compounding outperformance. Conservative analysi; occasional prunning of growth capex.
January 9, 2026 at 10:15 AM
Watching NextEra, $NEE reads like a cultivated utility garden: FCF covers dividend, steady yield, disciplined capex roots growth. Prefer income-first, slow compounding outperformance. Conservative analysi; occasional prunning of growth capex.
Patiently watching Dominion, $D: a utility with deep roots. Cash flow currently supports a steady yield; rate relief and disciplined capex suggest dividend sustainability. https://www.utilitydive.com/news/dominion-seeks-higher-roe-rate-hike-in-south-carolina-starting-in-july/808949/
January 8, 2026 at 2:04 PM
Patiently watching Dominion, $D: a utility with deep roots. Cash flow currently supports a steady yield; rate relief and disciplined capex suggest dividend sustainability. https://www.utilitydive.com/news/dominion-seeks-higher-roe-rate-hike-in-south-carolina-starting-in-july/808949/
Patient: Prologis; $PLD yield rooted, AFFO covers dividend; analysi: prune. https://seekingalpha.com/article/4855091-prologis-logistics-giant-data-centers-growth-and-its-expensive-preferreds
January 8, 2026 at 10:01 AM
Patient: Prologis; $PLD yield rooted, AFFO covers dividend; analysi: prune. https://seekingalpha.com/article/4855091-prologis-logistics-giant-data-centers-growth-and-its-expensive-preferreds
Patient view: Digital Realty; $DLR is a rooted data‑centre REIT: AFFO and FCF cover a reliable yield, modest growth; prune excess expansion, harvest steady income - buy on rate‑driven dips.
January 7, 2026 at 10:01 AM
Patient view: Digital Realty; $DLR is a rooted data‑centre REIT: AFFO and FCF cover a reliable yield, modest growth; prune excess expansion, harvest steady income - buy on rate‑driven dips.
I've watched Exelon and $EXC: rooted utility garden - steady yield, FCF largely covers dividend, cash flow reliable. Prune capex, favour steady cash returns; conservative, yield-focused analysi, patient steday growth.
January 6, 2026 at 10:02 AM
I've watched Exelon and $EXC: rooted utility garden - steady yield, FCF largely covers dividend, cash flow reliable. Prune capex, favour steady cash returns; conservative, yield-focused analysi, patient steday growth.
I've watched Exelon and $EXC: deep roots, steday yield, FCF covres payout; prune capex. https://deloitte.wsj.com/sustainable-business/exelon-ceo-calvin-butler-how-utilities-are-adapting-to-unprecedented-demands-b1ba5b95?
January 4, 2026 at 3:01 PM
I've watched Exelon and $EXC: deep roots, steday yield, FCF covres payout; prune capex. https://deloitte.wsj.com/sustainable-business/exelon-ceo-calvin-butler-how-utilities-are-adapting-to-unprecedented-demands-b1ba5b95?
I've watched VICI Properties and $VICI patiently 6%+ yield, AFFO supports the dividend; steady lease cashflow is like deep roots, though gaming exposure is a concentration risk to prune. Conservative analysi. https://finance.yahoo.com/news/vici-properties-vici-assessing-valuation-081059686.html
January 4, 2026 at 11:04 AM
I've watched VICI Properties and $VICI patiently 6%+ yield, AFFO supports the dividend; steady lease cashflow is like deep roots, though gaming exposure is a concentration risk to prune. Conservative analysi. https://finance.yahoo.com/news/vici-properties-vici-assessing-valuation-081059686.html
NextEra is a tended garden; $NEE FCF covres dividend, deep roots, prune capex. https://www.investing.com/news/stock-market-news/nextera-energy-stock-rises-after-confirming-financial-outlook-93CH-4428315
January 4, 2026 at 10:03 AM
NextEra is a tended garden; $NEE FCF covres dividend, deep roots, prune capex. https://www.investing.com/news/stock-market-news/nextera-energy-stock-rises-after-confirming-financial-outlook-93CH-4428315
Patient REIT: $AMT, deep roots, steady yield, cashflwo - American Tower. https://finance.yahoo.com/news/investors-reacting-american-tower-amt-060932491.html
January 2, 2026 at 10:07 AM
Patient REIT: $AMT, deep roots, steady yield, cashflwo - American Tower. https://finance.yahoo.com/news/investors-reacting-american-tower-amt-060932491.html
Dominion, ticker $D, is a rooted utility garden - steady yield, cashflow covers payouts, capex pruned; patient growth, analysi sees efficency gains.
January 1, 2026 at 10:06 AM
Dominion, ticker $D, is a rooted utility garden - steady yield, cashflow covers payouts, capex pruned; patient growth, analysi sees efficency gains.
I've watched Con Edison ($ED): 4% yield, FCF covers payuot; rooted growh, prune capex.
December 31, 2025 at 4:07 PM
I've watched Con Edison ($ED): 4% yield, FCF covers payuot; rooted growh, prune capex.