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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 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 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.
Jul 26, 2018
Visa, PayPal Impacted by One-Time Items; Fundamentals Remain Strong
Image shown: The share-price performance of Visa (V) and PayPal (PYPL), top chart, since PayPal split from eBay (EBAY), relative to S&P 500 (SPY), bottom chart.Simulated Best Ideas Newsletter portfolio ideas Visa and PayPal both had their calendar second quarter results impacted by one-time items, but we continue to like these strong companies that operate in the very attractive financial technology services industry.
Jul 25, 2018
General Motors Cuts Guidance on Higher Input Costs
Image Source: GM earnings release. Simulated newsletter portfolio idea General Motors cut its full-year guidance due to higher than expected commodity cost increases and devaluation of key currencies in South America. Peers Ford and Fiat Chrysler also lowered 2018 guidance measures following a tough second quarter for the group.
Jul 25, 2018
Boeing’s Massive Backlog Still Growing, Near-Term Margin Concerns Crop Up
Image Source: Robert Sullivan.  Commercial aerospace giant Boeing continues to ride a wave of strong demand as its massive backlog continues to grow, but a write down related to the troubled KC-46 tanker appears to have investors thinking twice about its near-term margin performance.
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.
Jul 22, 2018
Strong Finish to Fiscal 2018 for Cash-Rich Microsoft
Simulated Dividend Growth Newsletter portfolio idea Microsoft turned in a solid fiscal 2018 fourth quarter report. The company continues to throw off tremendous amounts of cash even as it continues to invest materially in future growth opportunities.
Jul 19, 2018
Johnson & Johnson Powers Ahead, Litigation Overhang Remains
Image Source: J&J quarterly presentation. Amid headline pressure from consumer lawsuits, Johnson & Johnson continues to execute well, as evidenced by its solid second quarter report.


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