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Recent Articles
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Dividend Increases/Decreases for the Week of July 18
Jul 18, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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ASML Cannot Confirm Growth in 2026 at This Stage
Jul 16, 2025
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Image: ASML's shares fell under pressure following uncertainty regarding expected 2026 performance.
ASML’s second quarter results were solid, and we liked its sequential bookings growth in the quarter. The company’s revenue and gross margin guidance for the third quarter was also good, but margins look to face some pressure on a sequential basis. During the quarter, ASML repurchased around €1.4 billion worth of shares. Though we thought performance by the firm was great in the quarter, management’s commentary that it could not confirm growth in 2026 at this stage left something to be desired. We continue to be positive on ASML’s shares, nonetheless.
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Key Comments from the Banks This Earnings Season
Jul 16, 2025
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Image: The big banks have done well recently.
Let's read through key comments from banking executives this earnings season.
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Fastenal’s Second Quarter Results a Positive Read Through for the Broader Economy
Jul 16, 2025
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Image Source: TradingView.
Fastenal’s “manufacturing end markets outperformed primarily due to the relative strength (it is) experiencing with key account customers with significant managed spend where (its) service model and technology are particularly impactful. This disproportionately benefits manufacturing customers. The non-residential construction end market experienced growth for the first time in ten consecutive quarters. Other end market sales were favorably impacted by growth with warehousing and storage, and data center customers, which were partially offset by declining sales with resellers.” We liked Fastenal’s results, and the report is a positive read through to the broader U.S. economy.
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