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Recent Articles
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Cisco Systems Reports Strong Fiscal Fourth Quarter
Aug 17, 2025
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Image Source: TradingView.
For all of fiscal 2026, Cisco is targeting revenue in the range of $59-$60 billion, and non-GAAP earnings per share of $4.00-$4.06, in-line with consensus. Cisco ended the quarter with $16.1 billion of cash and investments on its books and $28.1 billion in short- and long-term debt. We continue to like Cisco and the momentum behind its AI Infrastructure orders. The company remains a holding in the newsletter portfolios. Shares yield 2.5% at the time of this writing.
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Dividend Increases/Decreases for the Week of August 15
Aug 15, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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McDonald’s Returns to Positive Comparable Sales Growth
Aug 13, 2025
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Image Source: Valuentum.
Looking to all of 2025, McDonald’s is targeting a full year adjusted operating margin in the mid-to-high 40% range, above the 46.3% adjusted operating margin in 2024. McDonald’s remains on pace to open approximately 2,200 restaurants globally this year (1,800 net). We liked McDonald’s return to positive comp growth in the second quarter, but we no longer include the idea in any newsletter portfolios.
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Public Storage Raises Outlook
Aug 8, 2025
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Image Source: Public Storage.
Looking to 2025, Public Storage expects revenue growth in the range of -1.3% to 0.8%, with net operating income growth targeted in the range of -2.6% to 0.3% (was -2.9% to 0.2%). Public Storage raised its 2025 non-same store net operating income guidance to the range of $465-$475 million from $444-$464 million previously and its 2025 ancillary net operating income to the range of $200-$205 million from $198-$203 million previously. Interest expense is now targeted at $304 million for the year, up from expectations of $285 million previously. Core FFO per share is now anticipated in the range of $16.45-$17.00, up from the range of $16.35-$17.00. We like Public Storage’s improved outlook and continue to include shares in the High Yield Dividend Newsletter portfolio.
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