Some stocks in our portfolio just made major moves after earnings—dividend cuts, dividend hikes, and some eyebrow-raising guidance changes. In this episode, we break down which positions we’re holding, which we’re buying on dips, and where we’re turning off DRIP to lock in cash. We cover high-yield BDCs, dividend growth machines, and deep-value plays—all through the lens of this quarter’s earnings results. Plus, we talk about the macro forces shaping these moves—energy prices, tariffs, market...