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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.
Nov 6, 2018
PayPal Person-to-Person Volume Growing Rapidly
Image Source: PayPal third-quarter earnings presentation. PayPal continues to benefit from secular trends away from cash and towards mobile, and its free cash flow generation and balance sheet strength remain impressive. Person-to-Person volume growth has been robust.
Oct 10, 2018
In the News: Sears Nears Bankruptcy, Luxury Apparel Weakens, Fastenal Reports, and Financial Tech Stocks Take Hit
In what was a long-time coming, Sears looks to finally be succumbing to the pressures of the brick-and-mortar retailing business. It won’t be the last big-name retailer to fail, and it certainly wasn’t the first. Luxury stocks are reeling as a result of worries in China. Financial tech stocks gave back a fraction of their huge gains more recently, as investors size up credit risk at this stage of the economic cycle. We continue to believe financial tech is the place to be, however, with PayPal and Visa as two of our top considerations.
Sep 24, 2018
In the News: Geopolitical Uncertainty Rules the Day
Let’s take a look at some of the top stories of late and their implications on the market.
Aug 20, 2018
Walmart’s US Comps Impress; Guidance Raised
Walmart continues to aggressively target innovation in its operations to keep pace with Amazon, and its impressive fiscal second-quarter results led management to raise its full-year guidance for multiple metrics.
Aug 8, 2018
Amazon Powers Ahead; Continues to Disrupt Grocers
Image Source: Dominic Smith. Amazon continues to impress as its operating leverage makes itself evident, and its integration of Whole Foods with its Prime Membership seems to improve with each subsequent update.
May 10, 2018
Generic Drug Deflation Continues to Hamper Cardinal Health and AmerisourceBergen
Image Source: Aaron Fulkerson. A severe case of rampant generic drug deflation continues to hamper the share prices of Cardinal Health and AmerisourceBergen. We are monitoring the drug deflation numbers posted by the drug wholesalers as a key gauge of the investment merits of the group.
Apr 12, 2018
The Dividend Cushion Meets the Dividend Aristocrats
We showcase the Dividend Cushion ratios for the Dividend Aristocrats, a grouping of firms that have increased their dividends for more than 20 consecutive years. The Dividend Cushion's track record of quantifying excess cash-flow capacity that leads to outsize dividend growth and assessing cash shortfalls that lead to dividend cuts has been excellent.
Apr 11, 2018
JD.com Set to Take on Amazon Head On
Image Source: JD.com fourth-quarter presentation. Chinese e-commerce giant JD.com has grown at a tremendous rate in recent years, and it is expected to continue taking advantage of a ripe opportunity in its home nation. However, management has more grandiose plans for its burgeoning e-commerce platform as it expects to make its US debut before the end of 2018.
Mar 21, 2018
General Mills' Dividend Is Now of Questionable Health
General Mills is stuck between a rock and a hard place, and the market is finally noticing. Its best dividend growth years have been behind it, but its recent dealings have put it in a rather precarious position heading into the next recession, the timing of which is the only uncertainty. The company has never been a consideration for inclusion in the simulated Dividend Growth Newsletter portfolio.
Mar 9, 2018
Toys ‘R’ Us Liquidation News Transient to Toy Makers
Image Source: Hasbro. Another icon from past decades announced that it may have to liquidate. Though we expect the toy makers to experience a transient impact, we don’t expect it to be lasting. Digital entertainment and licensing remains a faster-growing, higher-margin business for them than physical toy sales, and we expect the focus for many toy makers going forward will be on the former, particularly given Disney’s Frozen success.


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