*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

Walmart Delivers Another Strong Quarter Nov 20, 2025: Image Source: Walmart.

Walmart’s operating cash flow came in at $27.5 billion in the third quarter, an increase of $4.5 billion from last year’s tally. Free cash flow was $8.8 billion in the quarter, an increase of $2.6 billion from the same period a year ago. Year-to-date, Walmart repurchased 73.5 million shares for roughly $7 billion. Cash and cash equivalents came in at $10.6 billion, with total debt of $53.1 billion. At the end of the quarter, inventory totaled $65.4 billion, an increase of $2.1 billion or 3.2%. Looking to all of fiscal year 2026, Walmart raised its outlook for growth in net sales to the range of 4.8%-5.1% and adjusted operating income to the range of 4.8%-5.5%, both in constant currency. Adjusted earnings per share is expected to be between $2.58-$2.63, which includes a currency headwind of a penny or two. Shares yield 0.9% at the time of this writing.

Nvidia Says “Blackwell Sales Are Off the Charts” Nov 20, 2025: Image Source: TradingView.

In the first nine months of fiscal 2026, Nvidia returned $27 billion to shareholders in the form of share buybacks and cash dividends. At the end of the third quarter, Nvidia had $62.2 billion remaining under its share repurchase authorization. Looking to the fiscal fourth quarter, management is targeting revenue to be $65 billion, plus or minus 2% (versus $62 billion consensus), with non-GAAP gross margin of 75%, plus or minus 50 basis points. We think Nvidia is still in the early innings of an AI build cycle, and the firm remains a core idea in the Best Ideas Newsletter portfolio.

Public Storage Raises Outlook for Second Consecutive Quarter Nov 17, 2025: Image Source: TradingView.

Looking to 2025, Public Storage's revenue growth is anticipated in the range of -0.3%-0.3%, narrowed from the prior range of -1.3%-0.8%. Expense growth is targeted in the range of 1.8%-2.8%, down from the prior range of 2.3%-3.0%. Net operating income is now expected to decline 1.2%-0.2% versus a range of down 2.6% and up 0.3% previously. Non-same store net operating income is expected in the range of $475-$485 million, up from the range of $465-$475 million. Core FFO per share is now targeted in the range of $16.70-$17.00, up 0.2%-2.0% and the lower end of the guidance range raised from $16.45-$17.00. Public Storage is one of our favorite REITs, with the company yielding 4.4% at the time of this writing.

Republic Services’ Pricing Strength Drives Results Nov 17, 2025: Image Source: TradingView.

Republic Services continues to price ahead of cost inflation. In the quarter, core price on total revenue increased 5.9%, while revenue growth from average yield on total revenue was 4.0% as volume decreased total revenue by 0.3%. Year-to-date cash flow from operating activities was $3.32 billion, while adjusted free cash flow came in at $2.19 billion. Year-to-date cash returned to shareholders was $1.13 billion, which included $584 of share buybacks and $544 million of dividends paid. Republic ended the quarter with $13.3 billion in total debt and $84 million in cash and cash equivalents. We like Republic Services’ pricing power, and the garbage hauler remains a core holding in the newsletter portfolios.