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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 22, 2024
Target’s First Quarter Results Weren’t as Good as Walmart’s
Image Source: Target. Though Target is working hard to get back on track, it's difficult for us to grow excited about dabbling in Target’s shares given the stiff 3.1% decline in total revenue in the first quarter coupled with increased competition from Walmart and Costco that won’t be going away. We think Walmart and Costco are much better positioned for the current market environment than Target.
May 21, 2024
Lowe’s First Quarter Results Come in Better Than Feared
Image Source: Lowe's. Lowe’s continues to navigate a post-pandemic market environment and a relatively stagnant housing market. Comparable store sales were impacted by sluggish Do-It-Yourself [DIY] big ticket discretionary purchases, but strength was evident in sales in Pro and online. The firm reaffirmed its 2024 outlook.
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.
May 14, 2024
Home Depot Sees Softness in Some Larger Discretionary Projects
Image Source: Home Depot continues to experience some softness in sales of big ticket items. Though Home Depot noted a delayed start to spring and softness in big ticket items, we like the company’s resilience through thick and thin, and it remains a key idea in the Dividend Growth Newsletter portfolio.
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 6, 2024
Amazon's Operating Income Growth Is Solid
Image: Amazon’s shares have made a solid run higher since the beginning of 2023. We’re liking what we’re seeing at Amazon these days, especially the company’s AWS performance, operating income expansion, and free cash flow trends. Right now, we don’t include Amazon in any newsletter portfolio given the valuation sensitivity of key inputs, but for risk-seeking investors, Amazon is one interesting consideration.
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
Public Storage Puts Up Mixed First Quarter Results
Image: Public Storage is working hard to return to levels reached in early 2022. Looking to 2024, Public Storage's net operating income growth is targeted in the range of -2.4% to 0.7%, while core FFO per share is expected between $16.60-$17.20, a change of -1.7% to 1.8% from 2023 core FFO per share. We continue to like Public Storage as a key REIT income idea.
Apr 30, 2024
Enterprise Products Offers Investors Key Midstream Exposure
Image: Enterprise Products Partners has come back nicely since the doldrums of the COVID-19 meltdown. We’ve never been huge fans of pipeline master limited partnerships [MLPs], but Enterprise Products Partners has been executing well. We also like the transparency it provides with respect to adjusted cash flow from operations and adjusted free cash flow, the latter coming in at $1.08 billion for the three months ended March 31. Units yield ~7.2% at the time of this writing and remain key exposure to the midstream space within the High Yield Dividend Newsletter portfolio.


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