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Recent Articles
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Costco Plans for 30+ Net Openings Per Year
Jan 10, 2026
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Image Source: Costco.
First-quarter fiscal 2026 net income for Costco Wholesale came in at $2.0 billion, or $4.50 per diluted share, which compares to $1.8 billion, or $4.04 per diluted share in the same period a year ago. Results included a tax benefit of $0.16 per diluted share, while last year’s tax benefit was $0.22 per diluted share. Costco currently operates 923 warehouses, including 633 in the United States and Puerto Rico, 114 in Canada, 42 in Mexico, 37 in Japan, and 29 in the United Kingdom. Costco ended the quarter with $17.2 billion in cash and short-term investments and $5.7 billion in long-term debt. For the 12 weeks ended November 23, 2025, net cash provided by operating activities was $4.7 billion, up from $3.26 billion over the same period last year, while free cash flow came in at $3.2 billion, up from $2 billion in last year’s period. Costco’s shares are trading roughly in-line with our fair value estimate.
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View Current and Archived Dividend Growth Newsletters
Jan 1, 2026
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View previous editions of the Dividend Growth Newsletter in this article. At Valuentum, we seek to deliver to our subscribers the best dividend growth ideas, and our Dividend Growth Newsletter does just that for dividend growth investors. The Dividend Growth Newsletter portfolio puts into practice our rigorous valuation and dividend growth frameworks. The Dividend Growth Newsletter portfolio is generally found on page 5 of each edition.
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Valuentum's Dividend Growth Newsletter Portfolio
Jan 1, 2026
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We disclose the holdings of the Dividend Growth Newsletter portfolio in this article. This portfolio can always be found in each edition of the monthly Dividend Growth Newsletter.
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Micron Issues Impressive Outlook
Dec 22, 2025
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Image Source: TradingView.
Micron’s guidance for the second fiscal quarter of 2026 was impressive. Revenue is expected at $18.7 billion +/- $400 million on a non-GAAP gross margin of 68% +/- 1.0%. Diluted earnings per share is targeted at $8.42 +/- $0.20. Consensus estimates were calling for $14.3 billion in revenue and adjusted earnings per share of $4.78. We liked Micron’s outlook, but we’re already pretty tech heavy in the newsletter portfolios to add the company.
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