General Mills

GIS

Market cap $24.1B

We initiated a position in cloud-based web services company Wix.com as shares fell on concerns surrounding Generative AI. We initiated a position in Alexandria Real Estate Equities, the largest owner of US life sciences real estate with a concentration in major biotech research clusters. Business process management company WNS Holdings was eliminated from the portfolio after an acquisition by Capgemini closed in an all-cash transaction.

Enterprise Products Partners has a 6% yield and a highly reliable fee-based business. Realty Income has a 4.8% yield backed by a massive portfolio of retail-focused properties.

Shifting from higher-risk assets to consistent income sources is a natural progression for retirees.

While many Baby Boomers have enjoyed a long bull market over the past 35 years, there is a point when income becomes more critical than stock appreciation.

MINNEAPOLIS--(BUSINESS WIRE)--General Mills, Inc. (NYSE: GIS) plans to report results for its fiscal 2026 third quarter on March 18, 2026. A press release, pre-recorded management remarks and supporting slides will be issued that morning followed by a webcasted question and answer session on the results at 8 a.m. CT. Interested parties can access these materials and the webcast at www.generalmills.com/investors. # # # About General Mills General Mills makes food the world loves. The company is.

Wall Street sentiment toward General Mills Inc. (NYSE: GIS) is becoming cautious. A leading analyst has downgraded the stock, reduced his price target and extended the expected recovery timeline.

Altria's 6.2% yield is highly attractive, but it comes with material risks. General Mills, Hormel, and Clorox all have historically high yields and resilient businesses.

General Mills slashed its full-year guidance, sending shockwaves throughout the packaged food industry. Campbell's is also facing earnings declines and margin pressure.

Spending differences between high and low-income households are testing seemingly safe consumer staple stocks. WSJ's Aaron Back explains the movement in the sector.

Realty Income is the largest net lease REIT and has a lofty 4.9% yield. General Mills is a dominant packaged food company offering an attractive 5% yield.