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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.
Dec 6, 2024
Dividend Increases/Decreases for the Week of December 6
Let's take a look at firms raising/lowering their dividends this week.
Aug 2, 2024
Dividend Increases/Decreases for the Week of August 2
Let's take a look at firms raising/lowering their dividends this week.
May 17, 2024
Dividend Increases/Decreases for the Week of May 17
Let's take a look at firms raising/lowering their dividends this week.
Apr 26, 2024
Dividend Increases/Decreases for the Week of April 26
Let's take a look at firms raising/lowering their dividends this week.
Dec 11, 2023
Oracle’s “Business Is Good and Getting Better”
Image Source: Peter Kaminski. On December 11, Oracle reported mixed second-quarter results for its fiscal 2024 that showed total revenue advancing 5% on a year-over-year basis (4% in constant currency), slightly lower than expectations, and non-GAAP earnings per share of $1.34 that came in slightly ahead of what the market was looking for. The company’s non-GAAP operating margin of 43% in the quarter helped to drive non-GAAP net income 14% higher than the same period a year ago (11% in constant currency). We’re not letting the slight miss on the top line sway us from our constructive stance on shares. Our fair value estimate stands at $108 per share, about in-line with where shares are currently trading.
Dec 1, 2023
Dividend Increases/Decreases for the Week of December 1
Let's take a look at firms raising/lowering their dividends this week.
Nov 3, 2023
People Love Their Starbucks
Image: Starbucks remains a strong free cash flow generator. Operational efficiencies, sales leverage and pricing strength helped drive Starbucks' GAAP operating income growth of 42.7% and non-GAAP earnings per share to $1.06 in the quarter, up 31% on a year-over-year basis. Starbucks ended its fourth quarter of fiscal 2023 with ~$3.95 billion in cash and short-term investments and short- and long-term debt of ~$15.4 billion, resulting in a net debt position on the books. Free cash flow generation remains robust at Starbucks, however, with the measure coming in at ~$3.7 billion for the fiscal year ending October 1, 2023. We’re reiterating the high end of our fair value estimate range of $120 for Starbucks’ shares.
Oct 25, 2023
Visa’s High Margin Business Reveals Consumer Spending Remains Resilient
Image: Visa has been a strong performer thus far in 2023. On October 24, Best Ideas Newsletter portfolio holding Visa reported excellent fourth-quarter results for its fiscal 2023. Net revenues advanced 11% on a year-over-year basis, while non-GAAP net income and non-GAAP earnings per share leapt 18% and 21% year-over-year, respectively, in the period. For the fiscal year, Visa generated an impressive 64.4% operating margin. Payments volume increased 9% and cross-border volume advanced 16%, showcasing that the consumer remains very healthy thanks in part to low unemployment rates, despite concerns over higher mortgage costs, student loan repayments, and general economic uncertainty as savings accrued during the COVID-19 pandemic wane. We continue to be big fans of Visa as our top payments-related idea.
Sep 8, 2023
Our Latest Report Updates
Check out our latest report updates on the website.
Sep 7, 2023
In the News: Lockheed Martin, Apple, Enbridge
Image Source: Björn Lammers. Let's get our thoughts on recent news on Lockheed Martin, Apple, and Enbridge.


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