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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.
Dec 29, 2024
How Does 37% Sound?
Image: The Schwab U.S. Large Cap Growth ETF (SCHG) is up more than 37% so far in 2024. So what’s the playbook for 2025? You can probably guess that I think large cap growth and big cap tech will continue to lead the markets to new heights. 2024 was a boring year, if a 37% return can be considered boring for large cap growth. Frankly, with the market focusing on macro data and the Fed during 2024, there wasn’t much material to write about. We all already know the story: Inflation is under control, the job market remains healthy, the Fed is cutting, and artificial intelligence will be the name of the game this decade.
Dec 27, 2024
Alert: Changes to the Newsletter Portfolios
Image Source: Mike Cohen cc by 2.0. We are making some changes to the newsletter portfolios. We continue to believe that large cap growth and big cap tech is the place to be, and we’ll be further tilting the portfolios in that direction.
Dec 27, 2024
Dividend Increases/Decreases for the Week of December 27
Let's take a look at firms raising/lowering their dividends this week.
Dec 19, 2024
Shares of UnitedHealth Group and Vertex Pharma Sour
Image Source: Rodrigo Senna cc by 2.0. As of right now, we continue to monitor the situation with UnitedHealth, but the risks have substantially increased. We have no plans to remove it from the Best Ideas Newsletter portfolio at this time as we await news flow to settle down. As for Vertex, we continue to like its established position in cystic fibrosis and its opportunity in gene-editing therapies as well as a new class of medicine for acute pain that’s without the limitations of opioids. Though the news regarding suzetrigine wasn’t what the market was hoping for, the company’s pipeline is progressing nicely.
Dec 13, 2024
Dividend Increases/Decreases for the Week of December 13
Let's take a look at firms raising/lowering their dividends this week.
Dec 10, 2024
Oracle’s Remaining Performance Obligations (RPO) Growth Speaks to Accelerated Expansion
Image Source: Oracle. We particularly liked Oracle’s growth in total remaining performance obligations (RPO) in the quarter, which were up 49% in USD and 50% in constant currency year-over-year. During the past twelve months, Oracle’s operating cash flow came in at $20.3 billion, while free cash flow was $9.5 billion. The company ended the quarter with $11.3 billion in cash and marketable securities and $88.6 billion in notes payable and other borrowings. Though Oracle has a hefty net debt position and capital spending is expected to double in fiscal 2025, we still like the company’s cloud opportunity, and it remains a key holding in both the simulated Dividend Growth Newsletter portfolio and simulated ESG Newsletter portfolio.
Dec 5, 2024
Foot Locker Talks of a More Promotional Environment, Softening Consumer Spending
Image Source: Foot Locker. Looking to all of 2024, Foot Locker now expects sales growth to be -1.5% to -1% from -1% to +1% previously and comparable store sales growth of 1%-1.5%, down from the prior range of 1%-3%. It also lowered its EBIT margin outlook for the full year 2024 to the range of 2.3%-2.5% from 2.8%-3.2% previously. Non-GAAP earnings per share for the year is now targeted in the range of $1.20-$1.30 from $1.50-$1.70 previously. Given the disappointing outlook, we’re viewing Foot Locker as a put option idea candidate.
Dec 2, 2024
Dick’s Sporting Goods Raises 2024 Guidance
Image Source: Dick’s Sporting Goods. For the 39 weeks ended November 2, 2024, Dick’s Sporting Goods’ cash flow from operations was $680.3 million, while capital spending came in at $565.6 million, resulting in free cash flow of $114.7 million. Looking to all of 2024, management raised its guidance for comparable store sales growth to the range of 3.6%-4.2%, up from 2.5%-3.5% previously. Net sales are targeted at $13.2-$13.3 billion, up from $13.1-$13.2 billion previously. Dick’s Sporting Goods also raised its 2024 earnings per diluted share guidance to the range of $13.65-$13.95, up from $13.55-$13.90 previously. We liked Dick’s Sporting Goods’ quarterly performance and increased full year guidance, and the stock remains a key idea in the Dividend Growth Newsletter portfolio.
Nov 25, 2024
Yum Brands’ Taco Bell Division Remains Its Gem
Image Source: Yum Brands. Yum Brands recently reported third quarter results that came up a bit short relative to the market’s forecast. The owner of KFC, Taco Bell, Pizza Hut, and Habit Burger experienced worldwide system sales growth, excluding foreign currency translation, of 1%, which reflects 5% unit expansion, including 1,029 gross new units in the quarter. Same store sales fell 4% at KFC and Pizza Hut, while they expanded 4% at Taco Bell in the quarter. Unit growth was most prevalent in its KFC Division, where the number of units expanded by 7%. GAAP operating profit and core operating profit advanced 1% and 3% in the quarter, respectively, led by 11% expansion in its Taco Bell division.
Nov 25, 2024
Deere’s Fiscal Fourth Quarter Results Better Than Feared
Image Source: Deere. Looking to fiscal 2025, Deere expects Production & Precision Ag net sales down ~15%, Small Ag & Turf net sales down 10%, and Construction & Forestry net sales down 10%-15%. Net income for its Financial Services segment is targeted at $750 million for the year. Net income attributable to Deere & Company for fiscal 2025 is expected to be in the range of $5-$5.5 billion, down from $7.1 billion in fiscal 2024 and $10.2 billion in fiscal 2023. Deere’s top line continues to face pressure, and its balance sheet isn’t as strong as we would like, but the company is navigating weakness well. Shares yield 1.3%.


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