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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
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 27, 2018
Dividend Increases/Decreases for the Week Ending July 27
We provide a list of firms that raised/lowered their dividends during the week ending July 27. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header.
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 24, 2018
Alphabet’s Top-Line Growing Nicely; Spending Also on the Rise
Simulated Best Ideas Newsletter portfolio idea Alphabet continued its impressive top-line expansion in its second quarter of 2018, but we’re keeping a close eye on growing cost and capital spending levels. A massive ~$5.1 billion fine from the European Commission also impacted reported results in the period.
Jul 24, 2018
PayPal on the Move to $125?
PayPal gets the backing of a new investor, and expectations are for the equity to trade to $125 within the next 18 months. We’re not as bullish on its valuation as others might be, but we’d be really excited to see this simulated Best Ideas Newsletter idea surge!
Jul 24, 2018
FERC Clarifies MLP Tax Changes
Image shown: The prices of MLPs have collapsed since mid-June 2015 as the stock market has surged. The status quo for many MLPs looks to be restored, though that doesn’t mean MLPs are out of the woods. We continue to expect many to transition to corporates in coming years, and the idea of consolidation/buyouts may bring new investor capital to the space.


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