Aflac Incorporated - $AFL
9 months ago
Pacific Northwest Edge
"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."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Aflac Incorporated - $AFL
Source:
Pacific Northwest Edge
Published:
April 3, 2025
Idea Type:
Stock Idea