Locator: 51701TSM.
TSMC: is up 67% in the past 52 weeks.
SCCO: a "Fast Money" panelist said SCCO was his "final trade" for the day, yesterday, September 9, 2026. This analysis, link here:
- Southern Copper reported a 116.9% year-over-year rise in operating cash flow to US$3.68b for the first half of 2026 and approved a US$1.10 per share cash dividend alongside a stock dividend. Copper production for the period declined 3.8%, and 2026 copper output guidance was slightly raised.
- The combination of stronger cash generation, ongoing capital returns and a reaffirmed long term copper production target of 1.6 million tons by 2033 or 2034 highlights how Southern Copper is leaning on project execution and investment discipline rather than near term volume gains to support its business profile.
- The focus now turns to how Southern Copper's sharp operating cash flow increase reshapes the investment narrative built around heavy long term spending.
BRK-B vs the S&P 500, one year:
S&P 500, average yield:
The average dividend yield of the S&P 500 is currently around 1.05% to 1.1%, which is below its long-term historical average of roughly 1.6% to 2% (and well below the historical 3% to 4% averages seen in decades past). This is no doubt due to high share prices in the past year and companies are not yet into their annual dividend announcement. But, wow, can you believe the historical average dividend rate is 3% to 4%?
