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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 25, 2024
Chipotle’s Same Restaurant Sales Growth Continues to Shine
Image Source: Valuentum. On April 24, Chipotle reported excellent first-quarter 2024 results. We liked the quarterly report from Chipotle and remain huge fans of its long-term restaurant unit growth story. We also like the levers that Chipotle can pull to drive same restaurant sales growth, not only in building out Chipotlanes but also the valuable breakfast daypart, an area that Chipotle has yet to tap.
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 23, 2024
PepsiCo Has Raised Dividends in Each of the Past 50+ Years
Image: Pepsi’s shares continue to be choppy, but we like its consecutive annual dividend growth streak. On April 23, PepsiCo reported solid first-quarter 2024 results that showed a beat on both the top and bottom lines. The beverage and snacks giant plans to return $8.2 billion in cash to shareholders during 2024, with dividends accounting for $7.2 billion and share buybacks the balance. We love PepsiCo’s consecutive annual dividend growth streak, and the firm continues to deliver where it counts.
Apr 23, 2024
Lockheed Martin’s Robust Backlog Speaks of Sustainable Strength
Image: Shares of Lockheed have been choppy, but its fundamentals remain strong. On April 23, Lockheed Martin reported better-than-expected first quarter 2024 results. The company's total backlog of ~$159.4 billion speaks to sustainable strength in its operations, and we continue to like shares.
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.


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