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Recent Articles
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We Remain Fans of Honeywell’s Shares
Apr 25, 2024
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Image: Honeywell’s shares have traded sideways for some time, but we still remain fans of its stock.
On April 25, Honeywell reported better-than-expected first quarter results. For 2024, Honeywell is targeting free cash flow of $5.6-$6.0 billion. We liked Honeywell’s quarterly update and remain fans of shares.
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Altria Reaffirms Full Year 2024 Earnings Outlook
Apr 25, 2024
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Image: Shares of Altria have faced pressure during the past couple years, but its dividend yield is too hard to pass up, in our view.
On April 25, Altria reported mixed first-quarter results. Though Altria won’t win any awards for ESG, the company’s ~9.1% dividend yield is too hard to pass up, in our view.
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Chipotle’s Same Restaurant Sales Growth Continues to Shine
Apr 25, 2024
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Image Source: Valuentum.
On April 24, Chipotle reported excellent first-quarter 2024 results. We liked the quarterly report from Chipotle and remain huge fans of its long-term restaurant unit growth story. We also like the levers that Chipotle can pull to drive same restaurant sales growth, not only in building out Chipotlanes but also the valuable breakfast daypart, an area that Chipotle has yet to tap.
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Visa Benefiting from “Stable Consumer Spending”
Apr 24, 2024
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Image Source: Visa.
On April 23, Visa reported fantastic second-quarter results for its fiscal 2024. We liked the firm's quarterly report and outlook, and we’re sticking with shares as a top idea in the Best Ideas Newsletter portfolio.
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