*Latest Investment Research* - Valuentum Securities Inc.

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At Valuentum, we follow hundreds of stocks and dividends. We serve individual investors, financial advisers, and institutions. Join Today! You'll gain immediate access to our premium product and service offering (including articles, commentary, stock reports, dividend reports, and more). You'll also receive the Best Ideas Newsletter and Dividend Growth Newsletter in your inbox every month. You can also order our ultra-premium publications, the High Yield Dividend Newsletter and the Exclusive publication, too!

Recent articles

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.

Valuentum's Dividend Growth Newsletter Portfolio May 31, 2025: 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.

Nvidia Reports Better Than Expected First Quarter Results May 29, 2025: Image: Nvidia’s shares are flirting with all-time highs.

Nvidia ended the quarter with $53.7 billion in cash and marketable securities versus long-term debt of $8.5 billion. Net cash provided by operating activities was $27.4 billion in the first quarter, up from $15.3 billion in the year-ago period. Free cash flow was $26.2 billion in the quarter, up from $15 billion in the year-ago period. Nvidia is a net cash rich, free cash flow generating, secular growth powerhouse, and we continue to like shares in the Best Ideas Newsletter portfolio. Our fair value estimate stands at $163 per share.

AT&T Is Targeting $16+ Billion in Free Cash Flow in 2025 May 28, 2025: Image: AT&T’s shares have performed well of late.

For its full year 2025 outlook, AT&T expects consolidated service revenue growth in the low-single-digit range, with mobility service revenue growth at the higher end of the 2%-3% range. Adjusted EBITDA is expected to grow 3% or better for the year. Capital investment is targeted in the $22 billion range, while free cash flow is expected to be greater than $16 billion for the year. Adjusted earnings per share for 2025 is targeted in the range of $1.97-$2.07. Net debt was $119.1 billion at the end of the quarter. The high end of our fair value estimate range is $34 per share. Shares yield 4% at the time of this writing.