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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Jun 3, 2024
Waste Management to Acquire Stericycle
Image: Waste Management’s shares have done quite well the past 12-18 months. The oligopolistic nature of the waste business is something that we like a lot, and while Waste Management’s deal for Stericycle will be more complementary in nature bringing in an incremental suite of medical waste and secure information destruction services, we have no qualms with the acquisition.
Jun 2, 2024
Costco’s Comparable Store Sales Deliver
Image Source: Costco. On May 30, Costco reported solid third quarter results for its fiscal 2024 period ended May 12. Net sales for the quarter increased 9.1% thanks to total company adjusted comparable sales performance of 6.5% and e-commerce growth of 20.7%. We like Costco’s business quite a bit, but shares are trading at quite the lofty earnings multiple (~50 times fiscal 2024 earnings expectations). We’d wait for a meaningful pull back in shares before taking interest in the name.
Jun 1, 2024
Latest Report Updates
Check out the latest report updates on the website.
May 31, 2024
Valuentum's Dividend Growth Newsletter Portfolio
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.
May 31, 2024
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.
May 30, 2024
In the News: CRM, FL, DG, BBY
Image Source: Mike Mozart. Salesforce issued a weaker-than-expected outlook for its fiscal second quarter 2025, and shares have been punished following the report. Foot Locker's bottom-line guidance for its full year pleased the Street, while Dollar General continues to benefit from increased store traffic. Best Buy's comparable store sales remain under considerable pressure, but the big box retailer is managing expenses well.
May 29, 2024
Dick’s Sporting Goods Puts Up Strong First Quarter, Raises Guidance
Image: Dick’s Sporting Goods’ guidance pleased investors. Image Source: Dick’s Sporting Goods. On May 29, Dick’s Sporting Goods reported excellent first quarter results that beat expectations on both the top and bottom lines. We continue to like Dick’s Sporting Goods as an idea in the Dividend Growth Newsletter portfolio. The company was recently highlighted as top dividend growth stock for the long run. Shares yield ~2.26% on a forward estimated basis.
May 24, 2024
NextEra Energy Expects 10% Annual Dividend Growth Through 2026
Image Source: NextEra Energy. NextEra Energy reaffirmed its long-term outlook. For the current year, management expects adjusted diluted earnings per share in the range of $3.23-$3.43, with the measure targeted to increase to $3.45-$3.70 per share in 2025 and $3.63-$4.00 per share in 2026. The company also reiterated its expectations to grow its dividends per share at approximately a 10% clip each year through at least 2026, using 2024 as the baseline. We like the company’s expected pace of dividend growth and its position as a leading clean energy company.
May 23, 2024
Accenture Facing Revenue Growth Pressures But Stock Is Worth a Look
Image: Accenture is facing revenue growth pressure, but the company’s financials remain resilient. We’re concerned about Accenture’s downward financial guidance revisions in March and pressure on demand growth for its IT and consulting services, but Accenture’s free cash flow generation remains robust, its balance sheet remains solid, and new bookings growth remains healthy with exposure to AI. Accenture pays a healthy dividend, and the firm continues to buy back stock. The company checks a lot of the boxes that we’d be looking for in a new idea, but we’d like to see evidence of revenue growth improvement before growing interested in adding the company to any newsletter portfolio. We remain on the sidelines for now.
May 23, 2024
Nvidia Remains a Free Cash Flow Generating Powerhouse
Image: Nvidia’s first-quarter fiscal 2025 results delivered, and the company remains a Wall Street darling of a stock. Nvidia continues to be the poster child for the AI revolution, and its first-quarter fiscal 2025 results delivered on the high expectations embedded in the company’s stock. The firm announced a 10-for-1 stock split, while it raised its quarterly cash dividend 150%.


The High Yield Dividend Newsletter, Best Ideas Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on this website are for information purposes only and should not be considered a solicitation to buy or sell any security. The sources of the data used on this website are believed by Valuentum to be reliable, but the data’s accuracy, completeness or interpretation cannot be guaranteed. Valuentum is not responsible for any errors or omissions or for results obtained from the use of its newsletters, reports, commentary, or publications and accepts no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a registered investment advisor and does not offer brokerage or investment banking services. Valuentum, its employees, and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.