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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.
May 3, 2024
Dividend Increases/Decreases for the Week of May 3
Let's take a look at firms raising/lowering their dividends this week.
May 1, 2024
Public Storage Puts Up Mixed First Quarter Results
Image: Public Storage is working hard to return to levels reached in early 2022. Looking to 2024, Public Storage's net operating income growth is targeted in the range of -2.4% to 0.7%, while core FFO per share is expected between $16.60-$17.20, a change of -1.7% to 1.8% from 2023 core FFO per share. We continue to like Public Storage as a key REIT income idea.
May 1, 2024
McDonald’s Continues to Be Impacted By the War in the Middle East
Image: McDonald's shares have largely traded sideways the past couple years. Though impacts from the Middle East weren’t great and the pace of adjusted operating income and adjusted earnings per share growth weren’t as high as we would have liked in the first quarter, we’re sticking with McDonald’s in the Best Ideas Newsletter portfolio. McDonald’s mostly franchised business model works well in the current inflationary environment, and we continue to like the value it provides to consumers.
Apr 30, 2024
Enterprise Products Offers Investors Key Midstream Exposure
Image: Enterprise Products Partners has come back nicely since the doldrums of the COVID-19 meltdown. We’ve never been huge fans of pipeline master limited partnerships [MLPs], but Enterprise Products Partners has been executing well. We also like the transparency it provides with respect to adjusted cash flow from operations and adjusted free cash flow, the latter coming in at $1.08 billion for the three months ended March 31. Units yield ~7.2% at the time of this writing and remain key exposure to the midstream space within the High Yield Dividend Newsletter portfolio.
Apr 29, 2024
Domino’s Long-Term Growth Outlook Looks Achievable
Image Source: Domino's. Domino’s continues to be shareholder-friendly, paying a nice quarterly dividend and buying back stock. As of March 24, it still had total remaining authorization on its buyback program of $1.12 billion. Looking to the firm’s long-term guidance, the firm is targeting 7%+ annual global retail sales growth, 1,100 annual global net store growth, and 8%+ annual income from operations growth. We think its targets are achievable.
Apr 28, 2024
Alphabet Posts Strong First Quarter, Initiates Dividend, Launches Huge Buyback
Image: Alphabet’s valuable properties continue to put up nice revenue growth. Alphabet ended the quarter with $108.1 billion in total cash and marketable securities against a long-term debt load of $13.2 billion, so Alphabet has an ample net cash position to support cash returns to shareholders. For the quarter ended March 31, 2024, Alphabet’s free cash flow totaled $16.8 billion, slightly lower than the same period last year due to a near doubling in capital spending, but nonetheless, the measure was healthy. We continue to like Alphabet as a top weighting in the Best Ideas Newsletter portfolio.
Apr 28, 2024
Microsoft's Balance Sheet and Cash Flow Generation Make It a Strong Consideration
Image: Microsoft’s cloud business continues to showcase strong growth momentum. We like Microsoft’s financials and fundamental momentum. The company continues to benefit from AI adoption across its product suite and guidance for the fourth quarter of its fiscal year was solid. We’re huge fans of Microsoft’s net cash position on its balance sheet, and very few other firms are showing the magnitude of operating cash flow increases we’re witnessing at Microsoft. The firm remains one of our favorite ideas in both the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio.
Apr 25, 2024
We Remain Fans of Honeywell’s Shares
Image: Honeywell’s shares have traded sideways for some time, but we still remain fans of its stock. On April 25, Honeywell reported better-than-expected first quarter results. For 2024, Honeywell is targeting free cash flow of $5.6-$6.0 billion. We liked Honeywell’s quarterly update and remain fans of shares.
Apr 25, 2024
Altria Reaffirms Full Year 2024 Earnings Outlook
Image: Shares of Altria have faced pressure during the past couple years, but its dividend yield is too hard to pass up, in our view. On April 25, Altria reported mixed first-quarter results. Though Altria won’t win any awards for ESG, the company’s ~9.1% dividend yield is too hard to pass up, in our view.
Apr 25, 2024
Chipotle’s Same Restaurant Sales Growth Continues to Shine
Image Source: Valuentum. On April 24, Chipotle reported excellent first-quarter 2024 results. We liked the quarterly report from Chipotle and remain huge fans of its long-term restaurant unit growth story. We also like the levers that Chipotle can pull to drive same restaurant sales growth, not only in building out Chipotlanes but also the valuable breakfast daypart, an area that Chipotle has yet to tap.


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