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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 19, 2024
Dividend Increases/Decreases for the Week of April 19
Let's take a look at firms raising/lowering their dividends this week.
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.
Feb 9, 2024
Dividend Increases/Decreases for the Week of February 9
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Jan 26, 2024
Dividend Increases/Decreases for the Week of January 26
Let's take a look at firms raising/lowering their dividends this week.
Dec 11, 2023
Oracle’s “Business Is Good and Getting Better”
Image Source: Peter Kaminski. On December 11, Oracle reported mixed second-quarter results for its fiscal 2024 that showed total revenue advancing 5% on a year-over-year basis (4% in constant currency), slightly lower than expectations, and non-GAAP earnings per share of $1.34 that came in slightly ahead of what the market was looking for. The company’s non-GAAP operating margin of 43% in the quarter helped to drive non-GAAP net income 14% higher than the same period a year ago (11% in constant currency). We’re not letting the slight miss on the top line sway us from our constructive stance on shares. Our fair value estimate stands at $108 per share, about in-line with where shares are currently trading.
Oct 25, 2023
Visa’s High Margin Business Reveals Consumer Spending Remains Resilient
Image: Visa has been a strong performer thus far in 2023. On October 24, Best Ideas Newsletter portfolio holding Visa reported excellent fourth-quarter results for its fiscal 2023. Net revenues advanced 11% on a year-over-year basis, while non-GAAP net income and non-GAAP earnings per share leapt 18% and 21% year-over-year, respectively, in the period. For the fiscal year, Visa generated an impressive 64.4% operating margin. Payments volume increased 9% and cross-border volume advanced 16%, showcasing that the consumer remains very healthy thanks in part to low unemployment rates, despite concerns over higher mortgage costs, student loan repayments, and general economic uncertainty as savings accrued during the COVID-19 pandemic wane. We continue to be big fans of Visa as our top payments-related idea.
Oct 13, 2023
Dividend Increases/Decreases for the Week of October 13
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Feb 10, 2023
Dividend Increases/Decreases for the Week of February 10
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Jan 13, 2023
Dividend Increases/Decreases for the Week of January 13
Let's take a look at firms raising/lowering their dividends this week.
Jul 15, 2022
Dividend Increases/Decreases for the Week of July 15
Let's take a look at firms raising/lowering their dividends this week.



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