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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.
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 24, 2024
Visa Benefiting from “Stable Consumer Spending”
Image Source: Visa. On April 23, Visa reported fantastic second-quarter results for its fiscal 2024. We liked the firm's quarterly report and outlook, and we’re sticking with shares as a top idea in the Best Ideas Newsletter portfolio.
Apr 24, 2024
Lackluster Electric Vehicle Adoption Rates Impacting Tesla
Image Source: Tesla. On April 23, Tesla reported lower-than-expected first-quarter 2024 results as reduced vehicle prices weighed on performance. It should not be surprising to investors if Tesla’s vehicle volume growth rate is much lower in 2024 than it was in 2023.
Apr 23, 2024
Philip Morris Targeting Strong Adjusted Diluted EPS Growth
Image: Philip Morris’ stock has traded sideways for more than a year now. On April 23, Philip Morris reported solid first-quarter results that beat expectations on both the top and bottom lines. We like Philip Morris’ free cash flow generation and its focus on continuing toward becoming a smoke-free company.
Apr 22, 2024
Verizon Is a Cash-Generating Machine But Its Debt Load Is Worth Watching
Image Source: Verizon. We like the progress that Verizon is making, but the company’s large net debt position is something that we’re not particularly fond of. Shares yield ~6.6% at the time of this writing.
Apr 19, 2024
Procter & Gamble Raises Core EPS Guidance
Image Source: P&G Q3 Earnings Presentation. We like P&G’s long consecutive dividend growth track record (68 consecutive years), and its pricing strength was firmly on display during its fiscal third quarter. The company continues to target adjusted free cash flow productivity of 90% (operating cash flow as a percentage of net earnings), while it plans to pay $9 billion in dividends and buy back $5-$6 billion in common shares in fiscal 2024. Shares of P&G yield ~2.6% at the time of this writing.
Apr 19, 2024
Netflix to Stop Reporting Membership Numbers Starting Next Year
Image: Netflix still has a lot of room for growth. From where we stand, Netflix has won the streaming wars. Nearly 270 million households across 190+ countries subscribe to its content, and with estimates that there are more than two people per household, management emphasized that it has an audience of more than a half a billion people. Netflix has further room for growth, too, as it notes that its share of TV viewing is less than 10% in every country. Management pointed to content such as the boxing match between Jake Paul and Mike Tyson, as well as live programming such as WWE Raw as a couple examples to keep audiences entertained. We like Netflix, but we can’t get comfortable adding it to any newsletter portfolio at this time.
Apr 19, 2024
Dividend Increases/Decreases for the Week of April 19
Let's take a look at firms raising/lowering their dividends this week.
Apr 18, 2024
Kinder Morgan Issues Strong Outlook; Adjusts Leverage Target
Image: Kinder Morgan’s shares have been choppy during the past couple years. We liked the 2024 outlook for Kinder Morgan, one of the largest energy infrastructure companies in North America. The company benefits from fee-based cash flows backed by multi-year contracts, and the firm is doing a much better job managing traditional free cash flow and its leverage. In its latest quarterly release, management adjusted lower its long-term leverage target to the range of 3.5x to 4.5x for net-debt-to-Adjusted EBITDA (was 4.5x previously). Shares yield 6.3% on a forward estimated basis.


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