|
|
Recent Articles
-
Amazon's Operating Income Growth Is Solid
May 6, 2024
-
Image: Amazon’s shares have made a solid run higher since the beginning of 2023.
We’re liking what we’re seeing at Amazon these days, especially the company’s AWS performance, operating income expansion, and free cash flow trends. Right now, we don’t include Amazon in any newsletter portfolio given the valuation sensitivity of key inputs, but for risk-seeking investors, Amazon is one interesting consideration.
-
Apple Raises Dividend; Launches $110 Billion More in Buybacks
May 5, 2024
-
Image: Apple’s fiscal second quarter of 2024 didn’t disappoint.
Apple’s massive buyback announcement stole the show, but on a fundamental basis, things are looking on the up and up for iPhone sales, despite a heightened competitive environment in China. According to reports, Apple CEO Tim Cook told CNBC that “overall sales would grow in the ‘low single digits’ during the June quarter.” We’re huge fans of Apple’s Services business, the expected pick-up in iPhone sales coupled with a strong showing with respect to returning cash to shareholders.
-
Dividend Increases/Decreases for the Week of May 3
May 3, 2024
-
Let's take a look at firms raising/lowering their dividends this week.
-
Public Storage Puts Up Mixed First Quarter Results
May 1, 2024
-
Image: Public Storage is working hard to return to levels reached in early 2022.
Looking to 2024, Public Storage's net operating income growth is targeted in the range of -2.4% to 0.7%, while core FFO per share is expected between $16.60-$17.20, a change of -1.7% to 1.8% from 2023 core FFO per share. We continue to like Public Storage as a key REIT income idea.
|
