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Recent articles

Procter & Gamble Maintains Outlook for Fiscal 2025 Oct 21, 2024: Image: P&G maintained its outlook for fiscal 2025, as shares flirt with all-time highs.

For fiscal 2025, P&G expects adjusted free cash flow productivity to be 90% and to pay roughly $10 billion in dividends while buying back $6-$7 billion in shares. P&G’s quarterly update revealed some top-line pressure and expectations for higher commodity prices, but the company maintained its all-in sales guidance, organic growth guidance, diluted net earnings per share growth guidance, and core earnings per share guidance for fiscal 2025. Shares of P&G yield 2.4% at the time of this writing.

Valuentum's Dividend Growth Newsletter Portfolio Oct 20, 2024: We disclose the holdings of the Dividend Growth Newsletter portfolio in this article. This portfolio can always be found in each edition of the monthly Dividend Growth Newsletter.

View Current and Archived Dividend Growth Newsletters: View previous editions of the Dividend Growth Newsletter in this article. At Valuentum, we seek to deliver to our subscribers the best dividend growth ideas, and our Dividend Growth Newsletter does just that for dividend growth investors. The Dividend Growth Newsletter portfolio puts into practice our rigorous valuation and dividend growth frameworks. The Dividend Growth Newsletter portfolio is generally found on page 5 of each edition.

Netflix Continues to Deliver on Content and Engagement, Free Cash Flow Robust Oct 19, 2024: Image: Netflix’s shares are trading at all-time highs.

We liked Netflix’s revenue and operating income improvement in the third quarter, as well as its outlook for the fourth quarter of 2024 and 2025. Netflix is delivering with respect to content and customer engagement, and we like the fact that the firm continues to generate strong free cash flow. Netflix continues to build its advertising business, with ads membership up 35% on a sequential basis. Looking to the fourth quarter, Netflix has a nice slate of content, including Squid Game S2, the Jake Paul/Mike Tyson fight, and two NFL games on Christmas day, which Netflix expects to drive paid net additions higher in the quarter than in its most recently reported third quarter. The high end of our fair value estimate range for Netflix is $867 per share.