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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.
Jul 30, 2025
Enterprise Products Partners’ DCF Coverage of Its Distribution Is Healthy
Image Source: TradingView. In the second quarter, Enterprise Products Partners’ adjusted cash flow from operations was $2.1 billion, and it was $8.6 billion for the twelve months ended June 30. The pipeline giant bought back roughly $110 million of its common units on the open market in the second quarter of 2025. Enterprise paid out 57% of its adjusted cash flow from operations as distributions and common unit buybacks for the twelve months ended June 30. Total capital investments were $1.3 billion in the second quarter of 2025, while total debt principal outstanding was $33.1 billion at the end of the quarter. Enterprise had consolidated liquidity of $5.1 billion as of June 30. Enterprise remains a holding in the High Yield Dividend Newsletter portfolio, and we continue to like its DCF coverage of the distribution. Shares yield 6.9% at the time of this writing.
Jul 24, 2025
Chipotle Now Expects Flat Comps for 2025
Image Source: Valuentum. Looking to 2025, Chipotle now expects flat full year comparable restaurant sales (was low to mid-single digits) and plans to open 315-345 new company-owned restaurants with over 80% having a Chipotlane. We like Chipotle’s long-term restaurant growth potential and believe its negative comps registered in the second quarter are temporary. Shares remain an idea in the Best Ideas Newsletter portfolio.
Jul 23, 2025
Domino’s Same Store Sales Growth Beats Expectations
Image Source: Domino's. During the quarter, Domino’s global net store growth was 178, consisting of 30 net store openings in the U.S. and 148 net store openings internationally. Net income in the quarter declined 7.7%, but this was primarily due to an unfavorable charge of $27.4 million associated with the company’s investment in DPC Dash Ltd and a higher effective tax rate. Diluted earnings per share was $3.81 in the second quarter, down from $4.03 in the second quarter of 2024. Net cash provided by operating activities was $366.9 million in the first half of 2025, up from $274.2 million, and free cash flow was $331.7 million in the first half of 2025, compared to $230.5 million in the first half of 2024. We continue to like Domino’s as an idea in the Best Ideas Newsletter portfolio.
Jul 16, 2025
Key Comments from the Banks This Earnings Season
Image: The big banks have done well recently. Let's read through key comments from banking executives this earnings season.
Jun 28, 2025
General Mills’ Top Priority Is to Restore Volume-Driven Organic Sales Growth
Image: General Mills’ shares have been under pressure as of late. On June 25, General Mills reported mixed fiscal fourth quarter results with revenue coming up short of forecasts, but non-GAAP earnings per share exceeding the consensus estimate. In the fourth quarter, net sales dropped 3% driven by lower pound volume and unfavorable net price realization and mix, while organic sales were also down 3%, in line with expectations. Adjusted gross margin was down 220 basis points. Adjusted operating profit of $622 million was down 22% in constant currency, while its adjusted operating profit margin fell 330 basis points year-over-year. Adjusted diluted earnings per share came in at $0.74, which was down 27% in constant currency.
May 30, 2025
Dividend Increases/Decreases for the Week of May 30
Let's take a look at firms raising/lowering their dividends this week.
May 29, 2025
Nvidia Reports Better Than Expected First Quarter Results
Image: Nvidia’s shares are flirting with all-time highs. Nvidia ended the quarter with $53.7 billion in cash and marketable securities versus long-term debt of $8.5 billion. Net cash provided by operating activities was $27.4 billion in the first quarter, up from $15.3 billion in the year-ago period. Free cash flow was $26.2 billion in the quarter, up from $15 billion in the year-ago period. Nvidia is a net cash rich, free cash flow generating, secular growth powerhouse, and we continue to like shares in the Best Ideas Newsletter portfolio. Our fair value estimate stands at $163 per share.
May 28, 2025
IBM Continues to Target $13.5 Billion in Free Cash Flow for 2025
Image: IBM’s shares have done quite well the past few years. During the first quarter, IBM returned $1.5 billion to shareholders in dividends while it invested $7.1 billion in acquisitions, including its purchase of HashiCorp. IBM ended the quarter with $17.6 billion in cash and marketable securities, while debt, including IBM Financing debt, totaled $63.3 billion. Looking to the full year 2025, IBM continues to expect constant currency revenue growth of at least 5%. Free cash flow is targeted at $13.5 billion for the full year. The high end of our fair value estimate range stands at $293 per share. Shares yield 2.6% at the time of this writing.
May 19, 2025
Walmart Talks of Higher Prices Due to Tariffs; Trump Takes Exception
Looking to the second quarter of fiscal 2026, Walmart’s net sales are expected to increase 3.5%-4.5%, which includes a 20 basis point tailwind from its acquisition of Vizio. Looking to all of fiscal 2026, the firm left its guidance unchanged. Net sales are expected to increase 3%-4%, while adjusted operating income is targeted to advance between 3.5%-5.5%, which includes a meaningful headwind from lapping leap year. Adjusted earnings per share is expected to be between $2.50-$2.60, including foreign currency headwinds. Though Walmart’s fiscal first quarter results revealed strength, President Trump took exception to Walmart’s plans to raise prices as a result of tariffs. We like Walmart, but don’t include the stock in any newsletter portfolio. Read more >>
May 16, 2025
Dividend Increases/Decreases for the Week of May 16
Let's take a look at firms raising/lowering their dividends this week.


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