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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.
Aug 15, 2024
Walmart Raises Its Fiscal 2025 Outlook
Image Source: Walmart. Walmart’s adjusted earnings per share for fiscal 2025 is now targeted in the range of $2.35-$2.43 (was $2.23-$2.37). The company ended the quarter with total debt of $47 billion and cash and cash equivalents of $8.8 billion. Walmart hauled in $5.9 billion in free cash flow during the first six months of the year, well in excess of the $3.3 billion it paid in dividends over the same time period. We liked Walmart’s second quarter report, its raised outlook for fiscal 2025, and the company’s very healthy dividend. Shares yield 1.2% at the time of this writing.
Aug 14, 2024
Home Depot’s Results Show Weaker Spending on Home Improvement Projects
Image: Home Depot’s shares have been choppy the past few years. Looking to fiscal 2024 guidance, which includes 53 weeks of operating results, Home Depot expects sales to advance 2.5%-3.5% on the year, and comparable sales to decline 3%-4% for the 52-week period compared to 2023. Adjusted operating margin rate is targeted between 13.8%-13.9%, while diluted earnings per share for the 53-week period is targeted to decline 2%-4%. Though Home Depot is navigating a weaker home-improvement spending environment, we like its dividend quite a bit, and the firm remains a key holding in the Dividend Growth Newsletter portfolio. Shares yield 2.6% at the time of this writing.
Aug 9, 2024
Eli Lilly Puts Up Strong Second Quarter Results, Raises Outlook
Image: Shares of Eli Lilly have been strong the past few years. Looking to 2024 full-year guidance, Eli Lilly raised its revenue expectations by $3 billion, upped its reported earnings per share guidance $2.05, to the range of $15.10-$15.60, and increased its non-GAAP earnings per share guidance by $2.60 to the range of $16.10-$16.60, above the consensus forecasts. We continue to like Eli Lilly’s product portfolio, particularly Mounjaro and Zepbound, and we include the Health Care Select Sector SPDR Fund, which includes Eli Lilly as its top weighting, in the Best Ideas Newsletter portfolio.
Aug 9, 2024
Dividend Increases/Decreases for the Week of August 9
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.
Aug 1, 2024
In the News: MO, META, QCOM, PSA, ALB
Image Source: Meta Platforms. Altria's improved performance will be weighted to the second half of 2024. Meta Platforms remains a free cash flow generating powerhouse. Qualcomm's free cash flow has been impressive as well. Public Storage cut its funds from operations (FFO) outlook on weak customer move-in rents driven by the competitive environment, while Albemarle continues to suffer from reduced lithium market pricing.
Jul 26, 2024
Dividend Increases/Decreases for the Week of July 26
Let's take a look at firms raising/lowering their dividends this week.
Jul 25, 2024
Chipotle's Comparable Store Sales Growth Impresses
Image: Chipotle’s stock has done quite well since the beginning of 2023. Looking to 2024, Chipotle's full year comparable restaurant sales growth is expected in the mid to high-single digit range, while the firm expects to open a total of 285 to 315 new restaurant openings in the year with over 80% having a Chipotlane drive thru. We liked Chipotle’s second quarter results, especially the pace of its comparable store sales increase, and the firm remains a key idea in the portfolio of the Best Ideas Newsletter.
Jul 23, 2024
Coca-Cola’s Organic Growth Surprises to the Upside
Image: Coca-Cola’s shares are trading near all-time highs. Coca-Cola reported solid second quarter results on July 23, with net revenues up 3% and organic non-GAAP revenues advancing an impressive and better-than-expected 15% thanks to a 9% increase in price/mix and 6% growth in concentrate sales. Looking to the full year 2024, Coca-Cola expects to generate organic non-GAAP revenue growth in the range of 9%-10%. For 2024, management is targeting comparable non-GAAP earnings per share growth of 5%-6% relative to $2.69 per share in 2023, while it expects to deliver comparable currency-neutral non-GAAP earnings per share growth of 13%-15% on the year. Free cash flow is expected to be $9.2 billion for the year. Shares of Coca-Cola yield 3% at the time of this writing.
Jul 23, 2024
Philip Morris Puts Up Excellent Second Quarter Results, Raises 2024 Guidance
Image: Philip Morris’ stock has done quite well over the past few months. Philip Morris put up excellent second quarter results showcasing strong organic performance across key financial measures. The company continues to have traction with its nicotine pouch product ZYN, with impressive growth rates attained despite supply constraints. The company raised its 2024 guidance for revenue, adjusted operating income and adjusted earnings, and we continue to like the firm’s transition to becoming a smoke-free company. Shares of Philip Morris yield 4.9% at the time of this writing.


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