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May 4, 2025
Amazon Guides to Strong Second Quarter Revenue Growth
Image: Amazon’s shares are trading near technical support levels. Looking to the second quarter, Amazon expects sales to be between $159-$164 billion, or to grow 7%-11% compared with the second quarter of last year. The midpoint was above the consensus forecast of $161.1 billion. Operating income is targeted to be between $13-$17.5 billion in the second quarter, compared with $14.7 billion in the second quarter of 2024, with the midpoint of the range coming in below the consensus forecast. Though the operating income guide for the second quarter wasn’t great, we like the momentum behind AWS and Amazon’s strong balance sheet, which houses $41.2 billion in net cash.
May 4, 2025
Apple’s Earnings Set March Quarter Record; Services Revenue Hits All-Time High
Image: Apple’s shares remain resilient despite tariff pressures. On May 1, Apple reported better than expected second quarter results for fiscal 2025 with both revenue and GAAP earnings per share coming in ahead of the consensus forecasts. The iPhone giant reported quarterly revenue of $95.4 billion, up 5% year-over-year, while quarterly diluted earnings per share came in at $1.65, up 8% year-over-year. The board raised its dividend 4% and authorized an additional buyback program to the tune of $100 billion.
May 2, 2025
Dividend Increases/Decreases for the Week of May 2
Let's take a look at firms raising/lowering their dividends this week.
May 1, 2025
Microsoft’s Cloud Business Performing Better Than Expected
Image: Microsoft’s shares have held up well in this volatile market environment. In the quarter, Microsoft returned $9.7 billion to shareholders in the form of dividends and share repurchases. Total cash, cash equivalents, and short-term investments totaled $79.6 billion at the end of the quarter, while debt totaled $42.9 billion. Cash flow from operations increased to $37 billion from $31.9 billion in the three months ended March 31, while capital expenditures were $16.7 billion, up from $11 billion in the prior-year quarter. We continue to be huge fans of Microsoft, and the company delivered in its fiscal third quarter results.
May 1, 2025
Meta Platforms Posts Excellent First Quarter Results
Image: Meta’s free cash flow remains robust. Looking to the second quarter of 2025, Meta Platforms expects total revenue to be in the range of $42.5-$45.5 billion (consensus was $43.8 billion) and total expenses to be in the range of $113-$118 billion, down from its prior outlook of $114-$119 billion. Full year 2025 capital expenditures, including principal payments on finance leases, are targeted at $64-$72 billion, raised from its prior outlook of $60-$65 billion. Management noted that the updated outlook in part reflects additional data center investments to support artificial intelligence efforts. Though Meta is not a large dividend payer, we think its dividend growth prospects are stellar, and the company is included in the Dividend Growth Newsletter portfolio.
Apr 30, 2025
Enterprise Products Partners DCF Coverage of Its Distribution Remains Solid
Image: Enterprise Products Partners' units have done well of late. In the first quarter of 2025, Enterprise Products Partners repurchased $60 million of its common units, with the partnership having utilized about 60% of its authorized $2 billion buyback program. Adjusted cash flow from operations was $2.1 billion for both the first quarter of 2025 and 2024. Total capital expenditures were $1.1 billion in the first quarter of 2025, consisting of $960 million in growth capital and $102 million in sustaining capital expenditures. Total debt outstanding was $31.9 billion, and Enterprise had total liquidity of $3.6 billion. We continue to like Enterprise’s DCF coverage of the distribution, and the company remains an idea in the High Yield Dividend Newsletter portfolio
Apr 30, 2025
Altria Continues to Expect Adjusted Earnings Per Share Expansion
Image: Altria’s shares have recovered nicely since the beginning of 2024. In the first quarter, Altria bought back 5.7 million shares at an average price of $56.97, for a total cost of $326 million. The company still has $674 million remaining under its share repurchase program, which it expects to complete by the end of the year. Altria paid $1.7 billion in dividends in the quarter, and the firm maintained its current outlook. Management continues to expect to deliver a full-year 2025 adjusted diluted earnings per share growth rate of 2%-5% versus 2024. The growth rate represents adjusted diluted earnings per share in the range of $5.30-$5.45 from a base of $5.19 in 2014. We continue to like Altria as an idea in the High Yield Dividend Newsletter portfolio.
Apr 30, 2025
Visa’s Free Cash Flow Generation Remains Phenomenal
Image: Visa continues to translate a high percentage of revenue into free cash flow generation. Visa’s payments volume increased 8% in the fiscal second quarter, while cross border volume increased 13%. Processed transactions increased 9% from the same period a year ago. For the six months ended March 31, net cash provided by operating activities came in at $10.1 billion, up from $8.2 billion over the same period last year. Capital expenditures were $672 million over the six month period, up from $548 million in the year-ago period. Free cash flow for the six months ended March 31 was $9.4 billion, or 49.3% of total revenue. We continue to be fans of Visa’s business model and strong free cash flow generation.
Apr 30, 2025
Republic Services Continues to Price Ahead of Inflation
Image: Republic Services’ shares have done quite well the past few years. Republic Services reported net income of $1.58 per diluted share in the first quarter, up from $1.44 per share in last year’s quarter. Adjusted EBITDA came in at $1.27 billion, while its adjusted EBITDA margin expanded 140 basis points from the prior year. The garbage hauler generated cash flow from operations of $1.025 billion and adjusted free cash flow of $727 million. In the quarter, cash returned to shareholders was $226 million, which included $45 million of share repurchases and $181 million of dividends paid. We continue to like Republic Services in the newsletter portfolios.
Apr 29, 2025
What Causes Fair Value Estimates to Change?
Image: A screenshot of the discounted cash-flow learning tool for individual investors. So you noticed a fair value estimate changed, and you weren’t sure why? This article is for you.


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