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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 13, 2024
Disney Expects Strong Adjusted EPS Growth, Free Cash Flow
Image: Disney’s shares have struggled, but management is working hard to get back on track. Thanks in part to the strength of its fiscal second quarter, Disney expects its adjusted earnings per share to come in at 25% growth for the full year. Management also noted that it remains on track to generate roughly $14 billion in operating cash flow and north of $8 billion in free cash flow during the fiscal year. We think Disney’s turnaround is largely already in its stock price, and we view shares as fairly valued at the time of this writing.
May 10, 2024
Qualcomm’s Dividend Strength Is Undeniable
Image: Qualcomm remains a tremendous free cash flow generator. For the six months ended March 24, Qualcomm hauled in ~$6.5 billion in operating cash flow and spent $398 million in capex, resulting in $6.1 billion in free cash flow, well ahead of the $1.79 billion it spent on dividends over the same time period. Qualcomm’s forward estimated dividend yield of ~1.9% is quite healthy.
May 10, 2024
Main Street’s Dividend May Be Worth a Look
Image: Shares of Main Street have caught a bid recently, and commentary from management remains encouraging. Main Street Capital has been doing a lot of things right of late, and the company’s total dividend yield isn’t shabby by any stretch. Though we’re not huge fans of business development companies, more generally, commentary from Main Street Capital’s press release suggests this high yielder is definitely worth a look. Shares are up nicely over the past 52 weeks.
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 5, 2024
Apple Raises Dividend; Launches $110 Billion More in Buybacks
Image: Apple’s fiscal second quarter of 2024 didn’t disappoint. Apple’s massive buyback announcement stole the show, but on a fundamental basis, things are looking on the up and up for iPhone sales, despite a heightened competitive environment in China. According to reports, Apple CEO Tim Cook told CNBC that “overall sales would grow in the ‘low single digits’ during the June quarter.” We’re huge fans of Apple’s Services business, the expected pick-up in iPhone sales coupled with a strong showing with respect to returning cash to shareholders.
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.
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.


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