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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 25, 2024
Honeywell Adjusts Full Year 2024 Guidance on Margin Pressures
Image: Honeywell’s shares have traded sideways for the past 12-18 months. Honeywell is a fantastic company, and we continue to like shares in the Dividend Growth Newsletter portfolio. Second quarter results were better than expected, but the quarterly beat was overshadowed by lowered adjusted earnings per share and free cash flow guidance for 2024. Though the news wasn’t great, we’re not making any changes to our newsletter portfolios at this time. Shares of Honeywell yield 2% at the time of this writing.
Jul 23, 2024
Coca-Cola’s Organic Growth Surprises to the Upside
Image: Coca-Cola’s shares are trading near all-time highs. Coca-Cola reported solid second quarter results on July 23, with net revenues up 3% and organic non-GAAP revenues advancing an impressive and better-than-expected 15% thanks to a 9% increase in price/mix and 6% growth in concentrate sales. Looking to the full year 2024, Coca-Cola expects to generate organic non-GAAP revenue growth in the range of 9%-10%. For 2024, management is targeting comparable non-GAAP earnings per share growth of 5%-6% relative to $2.69 per share in 2023, while it expects to deliver comparable currency-neutral non-GAAP earnings per share growth of 13%-15% on the year. Free cash flow is expected to be $9.2 billion for the year. Shares of Coca-Cola yield 3% at the time of this writing.
Jul 19, 2024
Netflix Still Has a Long Runway of Growth Ahead of It
Image Source: Netflix. Netflix reported solid second quarter results and raised its forward-looking guidance for the full year 2024. The company is winning the streaming wars and has a long runway of future membership growth given the 80% of TV time it and Youtube don’t already own. Its nascent ads business continues to gain traction, too. Netflix still expects to haul in free cash flow of $6 billion in 2024, as it continues to buy back stock. The company ended the quarter with $14 billion in gross debt versus cash and cash equivalents of $6.7 billion. We think Netflix is performing well, but we're already quite tech heavy in the newsletter portfolios and won't be adding shares to any portfolio at this time.
Jul 18, 2024
Domino’s Suspends Long-term Global Net Store Growth Guidance
Image: Domino’s shares have done well since the beginning of 2023, but visibility into its long-term global net store growth has become murky given problems at one of its master franchisees. Domino’s quarterly results and free cash flow performance weren’t poor by any stretch, but the firm disappointed investors with respect to its updated global net store growth forecast. The company noted that it will come up 175-275 stores short of its international store growth target in 2024, and it temporarily suspended its guidance that previously called for 1,100+ global net stores annually over the period 2024-2028. It now expects 825-925 net new stores in 2024. We didn’t like the news, but we remain fans of Domino’s long-term story and are keeping the idea as a holding in the Best Ideas Newsletter portfolio.
Jul 12, 2024
JPMorgan Chase’s Return on Capital Shines in Second Quarter
Image Source: Hakan Dahlstrom. On July 12, JPMorgan Chase reported second quarter results that beat expectations on the top line, but came up a bit short on the bottom line. JPMorgan is an important bellwether for the global economy, and its second quarter results spoke of continued strength and high returns on capital. We include Financial Select SPDR in the Best Ideas Newsletter portfolio to capture diversification benefits from the largest financial institutions. Shares of JPM yield 2.2% at the time of this writing.
Jul 1, 2024
Boeing to Acquire Spirit AeroSystems
Image: Boeing’s shares have traded sideways the past few years as it works to fix safety issues. Boeing benefits from its global oligopoly with Airbus, but the company is in a world of hurt at the moment. Looking at its first-quarter results shows a sizable core non-GAAP net loss per share, operating cash flow burn of $3.4 billion, as well as free cash flow burn of $3.9 billion. We think the near term will continue to be difficult for Boeing as it struggles to right the ship, but a more bullish take will point to its total company backlog of $539 billion, which includes 5,600+ commercial airplanes, as one reason to be optimistic. To us, however, Boeing continues to be a show-me story, and we remain on the sidelines with respect to shares.
Jun 25, 2024
Carnival Corp. Experiencing Strong Demand Trends
Image: Carnival Corp.’s shares have bounced from its 2022 lows, but the company has yet to return to new highs, despite strong bookings demand. On June 25, Carnival Corp. reported better-than-expected second quarter results for fiscal 2024. The company is experiencing strong bookings momentum and generated record booking volumes for 2025 sailings. The strong demand is facilitating higher prices (in constant currency) for orders taken during 2024 and its most recently completed second quarter, in particular.
Jun 10, 2024
Update: Frequently Asked Questions About Valuentum Securities, Inc.
Valuentum (val∙u∙n∙tum) [val-yoo-en-tuh-m] Securities Inc. is an independent investment research publisher, offering premium equity reports and dividend reports, as well as commentary across all sectors/companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, modeling tools/products, and more. Independence and integrity remain our core, and we strive to be a champion of the investor. Valuentum is based in the Chicagoland area. Valuentum is not a money manager, broker, or financial advisor. Valuentum is a publisher of financial information. We address a number of questions from both subscribers and visitors to our site.
May 23, 2024
Accenture Facing Revenue Growth Pressures But Stock Is Worth a Look
Image: Accenture is facing revenue growth pressure, but the company’s financials remain resilient. We’re concerned about Accenture’s downward financial guidance revisions in March and pressure on demand growth for its IT and consulting services, but Accenture’s free cash flow generation remains robust, its balance sheet remains solid, and new bookings growth remains healthy with exposure to AI. Accenture pays a healthy dividend, and the firm continues to buy back stock. The company checks a lot of the boxes that we’d be looking for in a new idea, but we’d like to see evidence of revenue growth improvement before growing interested in adding the company to any newsletter portfolio. We remain on the sidelines for now.
May 16, 2024
Walmart Winning Business as Consumers Remain Cost Conscious
Image Source: Walmart. Walmart is doing a fantastic job connecting with the consumer and delivering where it matters, both with respect to convenience and savings. Its e-commerce business contributed ~280 basis points to Walmart U.S.’s comp in the most recently reported quarter, for example. Traction with respect to store-fulfilled pickup and delivery are two main considerations driving Walmart’s comp resilience, while consumers continue to enjoy buying in bulk via Sam’s Club. We like Walmart’s positioning in the current retail environment as the firm continues to attract the cost-conscious consumer amid a step change in consumer goods inflation the past couple years.


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