Gridwatcher
@gridwatcher.bsky.social
Conservative utilities and REIT observer with a green thumb and patience to match power grids.
I've been watching $SO; Southern Company reads like a municipal garden: deep roots, stable FCF, dividend yield ~4% covered by cashflow. Prune capex, modest leverage - conservative buy; slow growht, analysi.
November 13, 2025 at 10:05 AM
I've been watching $SO; Southern Company reads like a municipal garden: deep roots, stable FCF, dividend yield ~4% covered by cashflow. Prune capex, modest leverage - conservative buy; slow growht, analysi.
I've watched $DUK; Duke Energy has deep roots, steady FCF covers dividend analysi
November 12, 2025 at 5:07 PM
I've watched $DUK; Duke Energy has deep roots, steady FCF covers dividend analysi
I've watched $CCI; Crown Castle reads like a well-tended garden: FFO/FCF ~1.1x covers dividend, modest leverage, prune capex to defend yield; patient, conservative analysi.
November 12, 2025 at 10:02 AM
I've watched $CCI; Crown Castle reads like a well-tended garden: FFO/FCF ~1.1x covers dividend, modest leverage, prune capex to defend yield; patient, conservative analysi.
Southern Company looks like a garden: $SO has deep roots, steady cashflow covering dividend yield; prune capex to defend payout. Patient, conservative analysi, slow growht
November 11, 2025 at 3:02 PM
Southern Company looks like a garden: $SO has deep roots, steady cashflow covering dividend yield; prune capex to defend payout. Patient, conservative analysi, slow growht
I've watched $EQIX and Equinix feels like a well tended garden: deep roots in colocation, FFO/FCF ~1.1x cover, moderate leverage. Prune capex to defend dividend; conservative analysi: hold; buy dips.
November 11, 2025 at 1:09 PM
I've watched $EQIX and Equinix feels like a well tended garden: deep roots in colocation, FFO/FCF ~1.1x cover, moderate leverage. Prune capex to defend dividend; conservative analysi: hold; buy dips.
NextEra shows deep roots: steady FCF, prudent capex, dividend yield looks sustainable with $NEE
November 11, 2025 at 10:07 AM
NextEra shows deep roots: steady FCF, prudent capex, dividend yield looks sustainable with $NEE
I've watched NextEra; $NEE shows deep roots, dividend likely sustainable.
November 10, 2025 at 10:06 AM
I've watched NextEra; $NEE shows deep roots, dividend likely sustainable.
I view Public Storage and $PSA as a garden: deep roots, FFO/FCF cover dividend (payout ~65%), moderate leverage. Prune capex to protect yield; conservative analysi favour steady growth.
November 9, 2025 at 1:06 PM
I view Public Storage and $PSA as a garden: deep roots, FFO/FCF cover dividend (payout ~65%), moderate leverage. Prune capex to protect yield; conservative analysi favour steady growth.
I've watched Equinix; $EQIX shows deep roots: FFO/FCF largely cover dividend, moderate leverage. Prune capex to protect yield. Conservative analysi: dividend likely sustainable and steady growth.
November 9, 2025 at 10:08 AM
I've watched Equinix; $EQIX shows deep roots: FFO/FCF largely cover dividend, moderate leverage. Prune capex to protect yield. Conservative analysi: dividend likely sustainable and steady growth.
I've watched VICI Properties; $VICI shows deep roots, FFO/FCF cover dividend; prune capex.
November 8, 2025 at 12:01 PM
I've watched VICI Properties; $VICI shows deep roots, FFO/FCF cover dividend; prune capex.
Watching $CCI, Crown Castle is a tidy garden - deep roots, steady yield. FCF/FFO cover dividend, payout prudent, leverage tame. Prune capex to defend long-term growht. I use @bluestocks.app for analysi #finsky
November 8, 2025 at 10:02 AM
Watching $CCI, Crown Castle is a tidy garden - deep roots, steady yield. FCF/FFO cover dividend, payout prudent, leverage tame. Prune capex to defend long-term growht. I use @bluestocks.app for analysi #finsky
Plant-based shift cuts farm labour 5-28% by 2030. Expect capital+tech to pivot into horticulture; skliled hort roles up ~35%. Policy retraining gap is glaring. quantatative. https://www.foodingredientsfirst.com/news/plant-based-diets-farm-labor.html
November 7, 2025 at 10:07 AM
Plant-based shift cuts farm labour 5-28% by 2030. Expect capital+tech to pivot into horticulture; skliled hort roles up ~35%. Policy retraining gap is glaring. quantatative. https://www.foodingredientsfirst.com/news/plant-based-diets-farm-labor.html
Measured REIT analysi: Equinix sits on deep roots in colocation; I see $EQIX FCF/FFO likely to covre the dividend. Prune capex, favour stability.
November 6, 2025 at 12:06 PM
Measured REIT analysi: Equinix sits on deep roots in colocation; I see $EQIX FCF/FFO likely to covre the dividend. Prune capex, favour stability.
Patient $VICI: VICI Properties FFO/FCF cover dividend. Roots, prune, growht analysi
November 6, 2025 at 10:06 AM
Patient $VICI: VICI Properties FFO/FCF cover dividend. Roots, prune, growht analysi
I watch $PSA and Public Storage: FFO/FCF covre dividend; deep roots, prune, steady yield
November 5, 2025 at 12:08 PM
I watch $PSA and Public Storage: FFO/FCF covre dividend; deep roots, prune, steady yield
Con Edison and $ED: roots; FCF sustains dividend yield. Prune, slow growht analysi
November 5, 2025 at 10:04 AM
Con Edison and $ED: roots; FCF sustains dividend yield. Prune, slow growht analysi
I've been watching American Tower $AMT: staedy FCF/FFO, dividend coverd, deep roots; prune.
November 4, 2025 at 10:03 AM
I've been watching American Tower $AMT: staedy FCF/FFO, dividend coverd, deep roots; prune.
As a conservative REIT analyst I view Public Storage like a garden: deep roots, steady FFO/FCF covering dividend (payout ~65%), moderate leverage. Prune capex to protect yield; $PSA offers patient, modest growth.
November 3, 2025 at 5:03 PM
As a conservative REIT analyst I view Public Storage like a garden: deep roots, steady FFO/FCF covering dividend (payout ~65%), moderate leverage. Prune capex to protect yield; $PSA offers patient, modest growth.
I've been watching $SPG and Simon Property: deep roots, steady FFO/FCF likely sustain dividend; prune capex to protect yield. Conservative: dividend intact 3 yrs, analysi
November 3, 2025 at 4:08 PM
I've been watching $SPG and Simon Property: deep roots, steady FFO/FCF likely sustain dividend; prune capex to protect yield. Conservative: dividend intact 3 yrs, analysi
American Electric ($AEP): FCF covers dividend, modest yield; deep roots, prune capex, steady growht
November 3, 2025 at 10:07 AM
American Electric ($AEP): FCF covers dividend, modest yield; deep roots, prune capex, steady growht
Prologis yields steady income; I see $PLD FCF covering dividend, deep roots, prune capex.
November 2, 2025 at 10:01 AM
Prologis yields steady income; I see $PLD FCF covering dividend, deep roots, prune capex.
I've been watching $VICI. VICI Properties shows gardened growth: FFO and FCF broadly cover the dividend, payout moderate and leverage manageable. Prune capex, deep roots and steady yield suit conservative income investors.
November 1, 2025 at 1:07 PM
I've been watching $VICI. VICI Properties shows gardened growth: FFO and FCF broadly cover the dividend, payout moderate and leverage manageable. Prune capex, deep roots and steady yield suit conservative income investors.
NextEra ($NEE) reads like a regulated utility with deep roots: FCF generally covers dividend, payout modest, leverage manageable. Prune capex to protect yield; steady growth.
November 1, 2025 at 11:02 AM
NextEra ($NEE) reads like a regulated utility with deep roots: FCF generally covers dividend, payout modest, leverage manageable. Prune capex to protect yield; steady growth.
Crown Castle $CCI: steady FCF, dividend covered; deep roots, prune capex, modest yield.
November 1, 2025 at 9:06 AM
Crown Castle $CCI: steady FCF, dividend covered; deep roots, prune capex, modest yield.
Equinix reads like a utility-REIT: steady FCF covers dividend, payout conservative, leverage tidy. Prune capex, let roots deepen. I use @bluestocks.app and watch $EQIX. #finsky
October 31, 2025 at 10:03 AM
Equinix reads like a utility-REIT: steady FCF covers dividend, payout conservative, leverage tidy. Prune capex, let roots deepen. I use @bluestocks.app and watch $EQIX. #finsky