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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.
May 10, 2024
Dividend Increases/Decreases for the Week of May 10
Let's take a look at firms raising/lowering their dividends this week.
May 7, 2024
Starbucks Surprises Investors with Weak Fiscal Second Quarter Results
Image: Starbucks’ shares face some challenges as the firm struggles to right the ship. Starbucks surprised investors with very weak second-quarter 2024 results that showed a miss on both the top and bottom lines. We’re steering clear of Starbucks as a cautious consumer spending environment and execution remain key issues for the firm. We prefer Domino’s and Chipotle instead.
May 3, 2024
Dividend Increases/Decreases for the Week of May 3
Let's take a look at firms raising/lowering their dividends this week.
May 1, 2024
McDonald’s Continues to Be Impacted By the War in the Middle East
Image: McDonald's shares have largely traded sideways the past couple years. Though impacts from the Middle East weren’t great and the pace of adjusted operating income and adjusted earnings per share growth weren’t as high as we would have liked in the first quarter, we’re sticking with McDonald’s in the Best Ideas Newsletter portfolio. McDonald’s mostly franchised business model works well in the current inflationary environment, and we continue to like the value it provides to consumers.
Apr 29, 2024
Domino’s Long-Term Growth Outlook Looks Achievable
Image Source: Domino's. Domino’s continues to be shareholder-friendly, paying a nice quarterly dividend and buying back stock. As of March 24, it still had total remaining authorization on its buyback program of $1.12 billion. Looking to the firm’s long-term guidance, the firm is targeting 7%+ annual global retail sales growth, 1,100 annual global net store growth, and 8%+ annual income from operations growth. We think its targets are achievable.
Apr 28, 2024
Alphabet Posts Strong First Quarter, Initiates Dividend, Launches Huge Buyback
Image: Alphabet’s valuable properties continue to put up nice revenue growth. Alphabet ended the quarter with $108.1 billion in total cash and marketable securities against a long-term debt load of $13.2 billion, so Alphabet has an ample net cash position to support cash returns to shareholders. For the quarter ended March 31, 2024, Alphabet’s free cash flow totaled $16.8 billion, slightly lower than the same period last year due to a near doubling in capital spending, but nonetheless, the measure was healthy. We continue to like Alphabet as a top weighting in the Best Ideas Newsletter portfolio.
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.
Apr 24, 2024
Lackluster Electric Vehicle Adoption Rates Impacting Tesla
Image Source: Tesla. On April 23, Tesla reported lower-than-expected first-quarter 2024 results as reduced vehicle prices weighed on performance. It should not be surprising to investors if Tesla’s vehicle volume growth rate is much lower in 2024 than it was in 2023.
Apr 19, 2024
Netflix to Stop Reporting Membership Numbers Starting Next Year
Image: Netflix still has a lot of room for growth. From where we stand, Netflix has won the streaming wars. Nearly 270 million households across 190+ countries subscribe to its content, and with estimates that there are more than two people per household, management emphasized that it has an audience of more than a half a billion people. Netflix has further room for growth, too, as it notes that its share of TV viewing is less than 10% in every country. Management pointed to content such as the boxing match between Jake Paul and Mike Tyson, as well as live programming such as WWE Raw as a couple examples to keep audiences entertained. We like Netflix, but we can’t get comfortable adding it to any newsletter portfolio at this time.
Apr 15, 2024
Goldman Sachs Delivers in First Quarter
Image Source: Goldman Sachs. Goldman Sachs put up solid first-quarter 2024 results across all lines of its business, revealing that capital markets activity remains very healthy, even in the face of elevated interest rates. Goldman Sachs' book value per share was $321.10 at the end of the first quarter, revealing that shares are trading at 1.25x book at the time of this writing.


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