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Recent Articles
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View Current and Archived Best Ideas Newsletters
Nov 14, 2025
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View previous editions of the Best Ideas Newsletter in this article.
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Valuentum's Best Ideas Newsletter Portfolio
Nov 14, 2025
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We disclose the holdings of the portfolio of the Best Ideas Newsletter in this article. This portfolio can always be found in each edition of the monthly Best Ideas Newsletter.
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Albemarle Is Getting Back on Track
Nov 13, 2025
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Image Source: TradingView.
Albemarle’s third quarter cash from operations of $356 million increased 57% relative to last year’s mark, while on a year-to-date basis, the metric was up 29%, to $894 million, due in part to cost and productivity improvements, cash management actions, and a customer prepayment received in January. Full-year 2025 capital expenditures are targeted at about $600 million, and the firm reiterated it view that it expects to achieve positive free cash flow of $300-$400 million for the full year 2025. Management expects full-year results to be towards the higher end of the previously published $9/kg scenario ranges, or net sales of $5.2 billion and adjusted EBITDA of $1 billion. We think Albemarle is getting back on track, and the company remains an idea in the ESG Newsletter portfolio.
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Cisco Puts Up Solid First Quarter Fiscal 2026 Results
Nov 13, 2025
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Image Source: Cisco.
In the first quarter of fiscal 2026, Cisco’s product orders increased 13%, with double-digit growth in Networking product orders. AI Infrastructure orders taken from hyperscaler customers totaled $1.3 billion, revealing accelerated growth. Looking to the second quarter of fiscal 2026, revenue is targeted in the range of $15-$15.2 billion on non-GAAP earnings per share of $1.01-$1.03. For all of fiscal 2026, revenue is expected in the range of $60.2-$61 billion, with non-GAAP earnings per share of $4.08-$4.14. Cisco ended the quarter with $15.7 billion of cash and cash equivalents and $28.1 billion in short- and long-term debt. Shares yield 2.2% at the time of this writing.
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