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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.
Apr 12, 2024
JPMorgan Cautious on Geopolitical Tensions and Inflationary Pressures
Image Source: Hakan Dahlstrom. On April 12, JPMorgan reported mixed first-quarter 2024 results. JPMorgan is one of our favorite banks, in part due to strong leadership at the top and solid fortress-like balance sheet. Though we don’t include any individual bank in the newsletter portfolios, we do think the Financial Select Sector SPDR makes sense for diversification reasons, as showcased in the Best Ideas Newsletter portfolio. Shares of JPMorgan yield ~2.4% at the time of this writing.
Apr 10, 2024
Delta Reports Strong March Quarter; Airline Stocks are Too Risky for Our Taste
Image Source: Colin Brown. Delta’s quarter ending in March was solid, and its full year outlook was encouraging. In general, however, we don’t like airline equities. The extreme ticket price transparency creates an ultra-competitive environment, and overcapacity is always a concern. We view airlines as merely trading vehicles on the health of the global economy and the trajectory of crude oil prices. Delta is operating well, but it will never be able to escape the challenges of its industry, and for those reasons we remain on the sidelines with respect to shares.
Apr 7, 2024
Geopolitical Risks Driving Crude Oil Prices Higher
Image: Crude oil prices have staged a strong advance to start 2024. Geopolitical tensions continue to be elevated as concerns grow that the war in the Middle East could further escalate, and as the war in Ukraine continues to rage on. On April 1, Israel apparently staged an attack on an Iran embassy in Syria that killed several military officials, including three senior Iranian commanders. Iran has indicated that it would retaliate, and many are speculating that the possible attack may be on Israeli soil, which would further increase global tensions. Ukraine has also been actively targeting Russian energy infrastructure, cutting into Russia’s refining capacity.
Apr 5, 2024
Dividend Increases/Decreases for the Week of April 5
Let's take a look at firms raising/lowering their dividends this week.
Apr 3, 2024
Gilead’s 4%+ Dividend Yield Covered Nicely with Free Cash Flow
Image: Gilead’s coverage of its dividend with free cash flow remains rock-solid. What we like about Gilead is that the company remains a very strong free cash flow generator, with the measure coming in at $7.4 billion during 2023 versus dividend payments of $3.8 billion. On a free cash flow coverage basis, Gilead 4%+ dividend yield looks rock-solid, and for this, we think investors may be wise to get paid to wait for upcoming catalysts within Gilead’s HIV and oncology pipeline.
Apr 1, 2024
Colgate-Palmolive Strong Pricing Expansion to Drive Base Business Earnings Expansion
Image Source: Colgate-Palmolive. Looking to the full year 2024, Colgate-Palmolive expects its net sales growth to come in the range of 1%-4%, and that includes a modest headwind from foreign exchange. Organic revenue growth is expected to be in its targeted range of 3%-5% for the year, and management expects gross margin expansion and a double-digit earnings-per-share increase on a GAAP basis. On a base business basis, the company is anticipating a mid- to high-single digit earnings per share increase. All things considered, we liked Colgate-Palmolive’s fourth quarter results, and the firm’s ~2.2% forward estimated dividend yield isn’t too shabby.
Mar 30, 2024
General Mills Doing a Lot of Things Right, Shares Yield ~3.4%
Image Source: General Mills. General Mills has a long history, and the company’s ESG standards are admirable. Management is committed to the concept that the G in General Mills stands for “Good.” In 2022, for example, 29 million meals were enabled by donations of General Mills food across the globe. Roughly 87% of renewable energy was sourced for its global operations, while 92% of the company’s packaging is recyclable or reusable, as measured by weight. As for people, 50% of its Board of Directors are women, while 33% are ethnically diverse. During 2022, $90 million was contributed to charities by the company and its Foundation worldwide.
Mar 27, 2024
Boeing Shakes Up Executive Team
Image Source: Kanesue. We like the shake-up in the executive suite at Boeing, and while there is much work to do to get Boeing back on track to improve relations with the public regarding the safety of their planes following a number of incidents the past few years, we're optimistic the changes will be a means to that end. Boeing continues to benefit from its oligopolistic position in the aircraft making industry, and its backlog of unfulfilled deliveries remains robust. We're not changing our fair value estimate of Boeing as a result of the management shakeup, but we don't have any plans of adding Boeing to any newsletter portfolio at this time either.
Mar 24, 2024
Ameresco’s Shares Under Pressure Despite Record Backlog and Asset Pipeline Metrics
Image Source: Ameresco’s backlog of opportunities remains robust. We like the trajectory of Ameresco’s backlog, its order momentum as well as commentary that “proposal activity (remains) at an all-time high.” The company’s track record and technical know-how suggest to us that win rates will likely continue to be healthy. That said, we continue to monitor Ameresco’s debt position and adjusted operating cash flow trends closely, and while the firm remains an idea in the ESG Newsletter portfolio, we’re viewing it as a source of cash should another ESG idea present a better risk-reward opportunity.
Mar 22, 2024
Dividend Increases/Decreases for the Week of March 22
Let's take a look at firms raising/lowering their dividends this week.


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