2 criteria 1 stock (very surprising and awesome 😁)

u/Unfair_Professor_442 · Reddit β€” r/ValueInvesting · February 14, 2026 at 18:14 · ⬆ 1 pts · 💬 6 comments  | View on Reddit ↗
AI Summary

Original Reddit post

Author highlights Ternium (TX) as the sole US stock passing a screen of >5% dividend yield and >$200M net cash, betting on a $4 annual dividend by 2028 after the Pesqueria project completes.

TX β€” LONG The author screened all US stocks for dividend yield above 5% and net cash above $200M, finding Ternium (TX) as the only result, which he finds telling. He bets on a $4 annual dividend reasonably by 2028 when the Pesqueria project is completed, citing Techint management and business model. He sees it potentially becoming a hold-forever stock with a compelling healthy dividend and consistent positive cash flow.

My bet is a 4 usd annual dividend, reasonably by 2028 when Pesqueria will be completed.

Score 1
Comments 6
Full Post Text
Ideas
u/Unfair_Professor_442 Reddit r/ValueInvesting
TX sole screen pass, $4 dividend by 2028
The author screened all US stocks for dividend yield above 5% and net cash above $200M, finding Ternium (TX) as the only result, which he finds telling. He bets on a $4 annual dividend reasonably by 2028 when the Pesqueria project is completed, citing Techint management and business model. He sees it potentially becoming a hold-forever stock with a compelling healthy dividend and consistent positive cash flow.
More from Reddit β€” r/ValueInvesting

This Reddit post, published February 14, 2026, features u/Unfair_Professor_442 discussing TX. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Unfair_Professor_442  · Tickers: TX