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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.
Jun 8, 2018
Dividend Increases/Decreases for the Week Ending June 8
Let's take a look at companies that raised/lowered their dividend this week.
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.
Jun 5, 2018
Evercore Partners (EVR) - Fair Value Estimate: ~$130 Per Share; Dividend Cushion Ratio: 4.9
Image shown: The share-price performance of Evercore Partners since July 2017.Evercore’s financial performance in recent years has been impressive as its net revenues have grown at an 18% CAGR since 2011, adjusted earnings per share have advanced at a 22% CAGR, and operating margins have expanded by more than 6 percentage points. The company is working to sustain operating margins of 25%+ in solid M&A markets, which it anticipates will continue in the near term. We currently value shares at ~$130 each. Evercore currently registers an impressive Dividend Cushion ratio of 4.9. Shares yield ~1.8%.
Jun 4, 2018
Solar Not So Hot
Image Source: zak zak. Though First Solar stands alone as one of the stronger players in the solar space, we think the industry backdrop is among the weakest in our coverage universe. We’re huge fans of clean renewable energy but separating what we want to be a good industry like solar from an industry that actually has strong structural characteristics is a key component of being a good investor. Oftentimes, it is better to own an average company in a great industry than a good company in one of the worst industries out there.
Jun 1, 2018
Microsoft Now $100+ Per Share
Almost every dividend-related presentation we made around the country, we talked about how much we liked Microsoft as a dividend growth idea. The stock was originally added to the simulated Dividend Growth Newsletter portfolio at inception at ~$26 per share, and we started the company out as an 8% position! It means the world to us to let you know that Microsoft’s stock has now surpassed $100 per share! Seriously – could we possibly have done any better with our top dividend growth idea out of the gates?
Jun 1, 2018
Dividend Increases/Decreases for the Week Ending June 1
Let's take a look at companies that raised/lowered their dividend this week.
May 28, 2018
Uncertainty of Italy’s Political Future Weighing on Global Investors' Minds
Image shown: Duomo di Milano. Italy holds ~$2.7 trillion in public debt, and global investors are worried that a new government could implement policies that would weaken the country’s credit status. Though a sovereign debt crisis does not seem probable at this point, bond markets are suggesting that risks are rising.
May 25, 2018
Dividend Increases/Decreases for the Week Ending May 25
Let's take a look at companies that raised/lowered their dividend this week.
May 23, 2018
Tiffany Rallies 20%+ on 1Q’18 Report; Positive Read-Through for China, High-End Retail Margins
Tiffany’s first-quarter 2018 results were from another planet! Strong increases in comparable store sales almost across the board, blowing by consensus estimates, and the company’s free cash flow outlook has only improved. The read-through is significantly positive for aspirational and luxury players, in our view, and Ralph Lauren’s gross-margin improvement during its quarterly release bodes well for many brands across most of the high-end apparel space. Foreign tourism and high-end consumer spending remain very strong on the basis of Tiffany’s quarterly results, and geopolitical concerns did not impact the breakneck pace of jewelry sales in China or the Korean Peninsula. It’s hard to imagine Tiffany having a better first quarter than it did.
May 17, 2018
Master Limited Partnership Simplifications on the Rise
With the announcement of three separate master limited partnership simplification transactions on May 17 alone, we must revisit our thesis that the business structure may not be in it for the long haul.


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