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Aug 25, 2023
Dividend Increases/Decreases for the Week of August 25
Let's take a look at firms raising/lowering their dividends this week. Jul 27, 2023
McDonald’s, Chipotle, Domino’s Second-Quarter 2023 Results Solid
Image: Shares of McDonald’s, Chipotle and Domino’s have done well since the beginning of 2020, with Chipotle leading the pack. McDonald’s and Chipotle aren’t going away anytime soon, and we’re not at all discouraged by their respective second-quarter 2023 same-store-sales performance; CMG’s performance gave the market pause, but the sell-off in the burrito maker’s shares was mostly profit-taking (after a huge run up so far in 2023). McDonald’s is a perfect stock for the current inflationary environment, in our view, while Chipotle remains one of the best unit growth stories in the restaurant arena. Another one of our favorites, Domino’s has recently broken through its downtrend. We don’t expect to make any major changes to our fair value estimates of MCD, CMG, or DPZ, and we continue to like shares of all three in the Best Ideas Newsletter portfolio. Jul 21, 2023
Dividend Increases/Decreases for the Week of July 21
Let's take a look at firms raising/lowering their dividends this week. Jun 23, 2023
Dividend Increases/Decreases for the Week of June 23
Let's take a look at firms raising/lowering their dividends this week. May 19, 2023
Dividend Increases/Decreases for the Week of May 19
Let's take a look at firms raising/lowering their dividends this week. May 14, 2023
Disney’s 5-Year Returns Have Been Pitiful
Image: Since the beginning of 2018, Disney’s shares have fallen, while the S&P 500 has surged. Though we liked the company more recently, we no longer include shares in the Best Ideas Newsletter portfolio. Disney has its hands full with its feud with Florida Governor DeSantis, a weakening linear television market, and intense rivalries in the streaming market. All of this won’t be solved overnight and might even worsen. From where we stand, investors simply don’t need the complexity of the Disney story at this time, and the company’s 5-year returns tell the story of a troubled company. With shares of Disney largely fairly valued, we won’t be adding the company back to the Best Ideas Newsletter portfolio anytime soon. May 4, 2023
Paramount Global Cuts Payout, Dividend Cushion Ratio Caught Another!
Image Source: Paramount Global. The Dividend Cushion ratio is not a perfect predictor of dividend health and the risks of a dividend cut, but it’s a pretty darn good one. On May 4, Paramount Global missed expectations for its first-quarter 2023 results on both the top and bottom line and cut its quarterly dividend to $0.05 per quarter (was $0.24). The company’s Dividend Cushion ratio, which considers its balance sheet as well as future expectations of free cash flow relative to future expected cash dividends paid, was -2.5 (negative 2.5). Any ratio below 1 indicates growing risk to the health of the dividend, while any materially negative (below 0) ratio indicates severe risk of a dividend cut in the longer run. Apr 21, 2023
Dividend Increases/Decreases for the Week of April 21
Let's take a look at firms raising/lowering their dividends this week. Mar 24, 2023
Dividend Increases/Decreases for the Week of March 24
Let's take a look at firms raising/lowering their dividends this week. Feb 17, 2023
Dividend Increases/Decreases for the Week of February 17
Let's take a look at firms raising/lowering their dividends this week. The High Yield Dividend Newsletter, Best Ideas
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