
"AFL (added to position): 70% revenue from Japan. Strong buyback history despite Yen weakness. $6.2B cash, low $200M opex. 2% dividend yield. Outperforming S&P500 recently. Low P/E makes buybacks effective. Revenue tracks Yen-USD rate; Yen strengthening would boost investment. Resilient in market downturn."
Aflac Incorporated - $AFL
Pacific Northwest Edge
April 3, 2025
Stock Idea