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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.
Aug 3, 2018
Dividend Increases/Decreases for the Week Ending August 3
Let's take a look at companies that raised/lowered their dividend this week. Aug 1, 2018
Apple Soars! $200+ Per Share!
We continue to like Apple. It has been a bright spot in an otherwise challenging calendar second-quarter earnings season. Aug 1, 2018
Johnson & Johnson: Headline Risk But Business Solid
We remain big fans of the steady hand displayed by the venerable Johnson & Johnson as the pharmaceutical bellwether continues to perform admirably. During its second-quarter results, we came away impressed with the continued strength in the Oncology division, which masks the deceleration in growth in Cardiovascular Disease. There continues to be headline risk with respect to talcum powder litigation, but J&J’s underlying business remains solid, in our view. Jul 30, 2018
Facebook: $236 Fair Value Estimate, Now Rated 6 on the Valuentum Buying Index
Image Source: Facebook's second-quarter slide presentation. We were blindsided by Facebook’s outlook, and so was the market. Nobody feels worse about the Facebook idea than we do. Not only was Facebook a top weighting on the Valuentum Buying Index, but it also grew to a rather large position in the simulated Best Ideas Newsletter portfolio. We added Facebook to the simulated Best Ideas Newsletter portfolio at $112.10 in January 2016, and a good portion of its outsize returns have been eroded since its peak at ~$220. We still like shares, but for the company to return to top-rated status, the market would have to get behind it in the form of an advancing stock price. Jul 30, 2018
Chipotle Raises Comps Guidance on Price Increases
Simulated Best Ideas Newsletter portfolio idea Chipotle raised its 2018 comparable restaurant sales guidance after a strong second quarter revealed the effectiveness of menu price hikes. Jul 30, 2018
Dividend Growth Newsletter Portfolio Earnings Roundup
Three simulated Dividend Growth Newsletter portfolio ideas reported second-quarter earnings July 26. Let’s take a look at the results. Jul 30, 2018
Novartis: Business Transformation in Progress
Image shown: The performance of Novartis’ stock price since the beginning of 2017. We’re still fans of Novartis as we feel the steps taken by the new CEO to radically reshape the healthcare conglomerate will unlock significant shareholder value. The company remains one of our favorite dividend growth ideas within the healthcare space. Jul 29, 2018
AbbVie’s Outlook Remains Blurred
Image Source: Global Panorama. We remain bearish on the outlook for AbbVie as we do not believe the clinical pipeline will be able to adequately offset the loss of revenue when key product Humira loses patent protection beginning in October as a biosimilar enters the European market. Jul 27, 2018
Dividend Increases/Decreases for the Week Ending July 27
We provide a list of firms that raised/lowered their dividends during the week ending July 27. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Jul 26, 2018
Facebook Wounds Self-Inflicted, Margin Guidance Issued to Ease Political Pressure
Social media giant Facebook released disappointing operating-margin guidance for the next couple years during its second quarter earnings call, and shares were promptly crushed. We are putting the company’s fair value estimate under review with expectations of a modest downward revision, but we think the company has the ability to absorb growing expenses and capital spending, both of which are almost completely under its control.
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