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Recent Articles
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Republic Services Remains a Cash Cow
Sep 2, 2025
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Image Source: TradingView.
Year-to-date, Republic Services’ cash flow from operations was $2.13 billion while year-to-date adjusted free cash flow was $1.42 billion. Year-to-date, Republic has invested $888 million in acquisitions. Year-to-date cash returned to shareholders was $407 million, consisting of $45 million of buybacks and $362 million of dividends paid. For full year 2025, Republic now expects revenue in the range of $16.675-$16.75 billion and adjusted EBITDA in the range of $5.275-$5.325 billion. Adjusted diluted earnings per share is reiterated in the range of $6.82-$6.90 for the year, while adjusted free cash flow is now targeted in the range of $2.375-$2.415 billion. We continue to like Republic Services in the newsletter portfolios.
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View Current and Archived Dividend Growth Newsletters
Aug 31, 2025
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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
Aug 31, 2025
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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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Best Buy Puts Up Best Comp Growth in Three Years
Aug 28, 2025
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Image Source: TradingView.
We liked that Best Buy put up its strongest comparable store sales growth in the past three years, with domestic comparable online sales growth of 5.1%, lapping a decline of 1.6% in last year’s quarter. As a percentage of total domestic revenue, online revenue now accounts for 32.8% versus 31.5% last year. For the six month period ended August 2, cash flow from operations was $783 million, while capital spending was $341 million, resulting in free cash flow of $442 million, higher than its cash dividends paid of $403 million over the same time period. Best Buy covers dividends paid while it boasts a net cash position on the balance sheet. Shares yield 5% at the time of this writing.
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