Letters by company

Aflac INC

2 letters discussing AFL. Everything written about it on this site is on its ticker page.

Guinness Global Investors Guinness Global Equity Income Investment Commentary – October 2026 Guinness Global Equity Income replaced Aflac with Nvidia, arguing that Nvidia's AI-computing franchise, cash generation and dividend-growth potential fit its quality-income discipline. The portfolio retained defensive and cyclical balance while backing Microsoft, CME, Danone and ABB on their respective operating and strategic cases. third quarter of 2026 ABBNY $153BAFL $63BCME $113B
Guinness Global Investors Guinness Global Equity Income Investment Commentary – September 2026 Guinness Global Equity Income sold Aflac, citing a saturated Japanese market, buyback-supported earnings and a richer valuation, and added Nvidia on AI-infrastructure demand, CUDA-driven switching costs and dividend-growth capacity. It argues Treasury long-bond buybacks could foster fiscal dominance, while Deutsche Boerse and Texas Instruments retain structural growth cases. August 2026 AFL $63BCRM $179BCSCO $402B