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Mar 8, 2024
Costco’s Shares Have Surged Over the Past Year!
Image: Costco’s shares have run past the high end of our fair value estimate range. Shares look pricey at the moment. Shares of market darling Costco have had a mighty run over the past year, advancing more than 65%. The company is a social media favorite and operates at the center of the mindset of consumers, providing both convenience and bulk savings to the shopper. The high end of our fair value estimate range for the big box retailer stands at ~$749, so we can’t say shares, which closed March 7 at ~$786 per share, are a bargain. However, Costco has rewarded patient investors considerably over the past several years and beyond. Mar 6, 2024
ESG Matters: KMB, ADM, CC
Image: Chemours stock has been pummeled recently over an accounting probe. Kimberly-Clark is facing a new lawsuit that alleges it put dangerous "PFAS" chemicals into the environment, while ADM and Chemours face serious inquiries into their accounting practices. Mar 5, 2024
Alphabet or Microsoft in Artificial Intelligence with Respect to Search? We Like Both
Image Source: SEO. It’s very likely that, if Google search is eventually disrupted, much of the disruption would come from Microsoft given its deep pockets and existing search engine Bing. We continue to include both Alphabet and Microsoft in the Best Ideas Newsletter portfolio as a hedge in this regard. If any share shifts do occur away from Google search, they’ll likely accrue to Microsoft, and with both Alphabet and Microsoft large components of big cap tech and the stylistic area of large cap growth, considering the Schwab Large Cap Growth ETF may be worthwhile. We like both Alphabet and Microsoft and view any share shifts as net neutral to our exposure in the Best Ideas Newsletter portfolio. Mar 3, 2024
Merger Mania
Image Source: Glenn Beltz. Mergers and acquisition [M&A] activity continues as the market sets new highs. Elevated borrowing costs as a result of the Fed’s aggressive rate hiking cycle in 2022 are pushing many entities to pursue all-stock transactions. Mar 1, 2024
Valuentum's Dividend Growth Newsletter Portfolio
We disclose the holdings of the Dividend Growth Newsletter portfolio in this article. This portfolio can always be found in each edition of the monthly Dividend Growth Newsletter. Mar 1, 2024
View Current and Archived Dividend Growth Newsletters
View previous editions of the Dividend Growth Newsletter in this article. At Valuentum, we seek to deliver to our subscribers the best dividend growth ideas, and our Dividend Growth Newsletter does just that for dividend growth investors. The Dividend Growth Newsletter portfolio puts into practice our rigorous valuation and dividend growth frameworks. The Dividend Growth Newsletter portfolio is generally found on page 5 of each edition. Mar 1, 2024
Dividend Increases/Decreases for the Week of March 1
Let's take a look at firms raising/lowering their dividends this week. Feb 29, 2024
3 Catalysts for Apple’s Stock
Image: Apple’s shares have done quite well since the beginning of 2023. We see three positive catalysts on the horizon for Apple. First, Apple is now shifting resources from its electric car endeavor to work on generative artificial intelligence [AI]. Though an Apple Car would have been a nice deliverable later this decade, we like the move, as it relates to future iterations of the iPhone, which will likely have varying levels of AI features. This should drive a meaningful upgrade cycle across its installed base of iPhones. Second, we think Apple’s Vision Pro is another revenue driver, and recent reports indicate that demand has been higher than expected. Third, we think the Apple Watch X, the next iteration of its wearables line-up that will likely have features to measure blood pressure adn detect sleep apnea, will also drive a lot of upgrades across its installed base, in our view. Feb 28, 2024
Republic Services Issues Solid Guidance for 2024
Image Source: Republic Services. Republic Services is one of our favorite industrial entities. The company has valuable property in the form of disposal facilities, and its collection operations, while always facing a competitive environment, are essential services, making its business relatively recession-resistant. Republic Services is also a strong cash-flow generator. During 2023, for example, the garbage hauler generated cash flow from operations of ~$3.618 billion (was $3.19 billion in 2022) and adjusted free cash flow of ~$1.985 billion (was $1.742 billion in 2022). The company’s cash dividends paid were $638.1 million and $592.9 million in 2023 and 2022, respectively, so Republic Services is doing a great job covering its payout with traditional measures of free cash flow. Feb 27, 2024
Berkshire Hathaway Caps Off Strong Year of Operating Earnings Growth
Image: Berkshire’s operating earnings experienced a strong advance during 2023 from last year’s levels. On February 24, Berkshire Hathaway reported strong fourth-quarter results that capped off a year where operating earnings advanced 21% on a year-over-year basis. Warren Buffett tipped his hat to his long-time partner Charlie Munger, who passed away in November of last year, crediting him as the architect of Berkshire and himself merely in charge of the “construction crew.” There weren’t many surprises in the annual report, and Buffett made several references to areas that he has long talked about in the past, including pointing investors to operating earnings, as opposed to net income, which includes unrealized capital gains that can make reported results seem more volatile. All things considered, we liked Berkshire’s update, and we continue to like the firm as an idea in the Best Ideas Newsletter portfolio.
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