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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 25, 2018
The Most Important Topic in Stock Investing
President of Equity Research, Brian Nelson, discusses why price vs. value is the paramount consideration in stock investing. May 24, 2018
Understanding the Phenomenon of “Price Risk” in High Yield
Image Source: Julien Carnot. We want you to learn about a unique risk innate to the high yield space like the back of your hand. We'll explain the "information contained in prices" and talk about what you should be on the lookout for, the "avalanche effect." Order the new High Yield Dividend Newsletter here. May 23, 2018
Tiffany Rallies 20%+ on 1Q’18 Report; Positive Read-Through for China, High-End Retail Margins
Tiffany’s first-quarter 2018 results were from another planet! Strong increases in comparable store sales almost across the board, blowing by consensus estimates, and the company’s free cash flow outlook has only improved. The read-through is significantly positive for aspirational and luxury players, in our view, and Ralph Lauren’s gross-margin improvement during its quarterly release bodes well for many brands across most of the high-end apparel space. Foreign tourism and high-end consumer spending remain very strong on the basis of Tiffany’s quarterly results, and geopolitical concerns did not impact the breakneck pace of jewelry sales in China or the Korean Peninsula. It’s hard to imagine Tiffany having a better first quarter than it did. May 23, 2018
Cracker Barrel Raises Dividend; All-in Yield Impressive
Simulated Dividend Growth Newsletter portfolio idea Cracker Barrel reported decent fiscal-third quarter 2018 results and hiked its quarterly payout. The company declared a special dividend in its fiscal third-quarter report, too. May 21, 2018
Campbell Soup Representative of Weakening Consumer Staples Equities
Image Source: Neil Conway. When our team presented at the CFA Society of Houston in March 2017, we warned about the possible coming pressures on consumer staples stocks, and so far, our concerns have come to fruition. Not only have a number of high-profile players in the tobacco and beverage arena soured, but household consumer products and packaged foods players have felt the pain, too. Campbell Soup’s recent fallout has been among the worst. Shares have been halved since mid-2017. May 21, 2018
Hanesbrands Continues to Battle Tough Operating Environment
Image Source: HBI Investor Presentation. Apparel maker Hanesbrands is working to change its fortunes with its “Sell More, Spend Less and Generate Cash” strategies, but its business is facing challenges that include a difficult US brick-and-mortar environment. May 18, 2018
PayPal Grows Stronger
PayPal scooped up assets that will help it better compete against Square, and we think both entities have a bright future regardless of the increased competition. May 18, 2018
Dividend Increases/Decreases for the Week Ending May 18
Let's take a look at companies that raised/lowered their dividend this week. May 17, 2018
Master Limited Partnership Simplifications on the Rise
With the announcement of three separate master limited partnership simplification transactions on May 17 alone, we must revisit our thesis that the business structure may not be in it for the long haul. May 17, 2018
Cisco’s Long Term Remains Bright; Not Worried
Image Source: Ashwin Kumar. Cisco’s fiscal third quarter results came in mostly as expected, but shares faced selling pressure following the release as the company’s operating margin was squeezed in the quarter. We still like Cisco a lot and are not concerned about the market’s tunnel vision. The company’s free cash flow performance and a huge net cash position are hard not to like. We’re not worried.
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