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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 24, 2018
PayPal on the Move to $125?
PayPal gets the backing of a new investor, and expectations are for the equity to trade to $125 within the next 18 months. We’re not as bullish on its valuation as others might be, but we’d be really excited to see this simulated Best Ideas Newsletter idea surge!
Jul 23, 2018
Hasbro Shares Jump Despite Transient Challenges
Image Source: William Warby. Simulated Dividend Growth Newsletter idea Hasbro turned in another lackluster quarterly report, but its second-quarter results were better than expected as the company continues to work through a variety of what it believes are transient issues.
Jun 28, 2018
Amazon: The Destroyer of Other Companies’ Profits
Image Source: Victor. Amazon is stepping into the pharmacy business with the purchase of online pharmacy start-up PillPack. The market is implying the move will prove to be more than just a headache for those operating in the drug store/pharmacy and drug-distributor complex. Whether the impact will be significantly material in the coming years remains to be seen, but it’s a big directional negative for impacted parties.
Jun 24, 2018
Owens & Minor: Dividend At Risk, But Shares Not Expensive
We’re fans of consistent dividend payers with strong free-cash-flow coverage and solid balance sheets, but we remain very skeptical of companies with a dividend that seems “too good to be true” as the eye-popping dividend is often a byproduct of an egregious drop in the price of the stock. We believe Owens & Minor is an example of an overleveraged, slow-growth entity that may have trouble maintaining its dividend in coming years. We value shares at $20 each, however, so the market may be overreacting a bit on the downside.
Jun 22, 2018
Internet Sales Taxes and Restructuring the U.S. Post Office
The Supreme Court has been active in creating revenue opportunities for states, as in legalizing sports betting and most recently in facilitating the collection of online sales taxes. The White House has floated the idea of reorganizing the U.S. Postal Service, but we think this endeavor represents more of a tail risk for Stamps.com than anything else. Though we expect smaller online retailers to feel some pressure as a result of the online sales tax ruling (Amazon already collects online sales taxes), we don’t think the ruling, while leveling the playing field for some brick-and-mortar retailers, will change the fate of many aging department stores such as J.C. Penney and Sears, both of which may not make it to the other side of the next downturn with shareholder capital intact.
Jun 20, 2018
Oracle’s Dividend Still Very Healthy
Image Source: May Wong. Oracle issued what is likely conservative fiscal first-quarter 2019 guidance, but the company continues to generate record amounts of operating cash flow and has a solid net cash position on the books. We’re not worried about the dividend.
Jun 7, 2018
Microsoft Wins GitHub Over Alphabet
Image Source: Microsoft deal presentation. Microsoft has agreed to acquire GitHub for $7.5 billion. Competing bids may have driven the price tag higher, but Microsoft’s financial flexibility remains top-notch.
May 25, 2018
CVS Health Story Unchanged; Still Okay with Its Removal
Image Source: Mike Mozart. CVS Health continues to face long-term threats to its business, and relatively weak near-term performance expectations have done little to inspire confidence. The company’s long-term debt load has exploded as it prepares to acquire Aetna, and we don’t expect the company to bounce back onto our radar given the materially increased financial leverage amidst other challenges.
May 18, 2018
PayPal Grows Stronger
PayPal scooped up assets that will help it better compete against Square, and we think both entities have a bright future regardless of the increased competition.
May 10, 2018
Generic Drug Deflation Continues to Hamper Cardinal Health and AmerisourceBergen
Image Source: Aaron Fulkerson. A severe case of rampant generic drug deflation continues to hamper the share prices of Cardinal Health and AmerisourceBergen. We are monitoring the drug deflation numbers posted by the drug wholesalers as a key gauge of the investment merits of the group.


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