|
|
Recent Articles
-
View Current and Archived Dividend Growth Newsletters
May 31, 2025
-
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.
-
Valuentum's Dividend Growth Newsletter Portfolio
May 31, 2025
-
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.
-
Nvidia Reports Better Than Expected First Quarter Results
May 29, 2025
-
Image: Nvidia’s shares are flirting with all-time highs.
Nvidia ended the quarter with $53.7 billion in cash and marketable securities versus long-term debt of $8.5 billion. Net cash provided by operating activities was $27.4 billion in the first quarter, up from $15.3 billion in the year-ago period. Free cash flow was $26.2 billion in the quarter, up from $15 billion in the year-ago period. Nvidia is a net cash rich, free cash flow generating, secular growth powerhouse, and we continue to like shares in the Best Ideas Newsletter portfolio. Our fair value estimate stands at $163 per share.
-
AT&T Is Targeting $16+ Billion in Free Cash Flow in 2025
May 28, 2025
-
Image: AT&T’s shares have performed well of late.
For its full year 2025 outlook, AT&T expects consolidated service revenue growth in the low-single-digit range, with mobility service revenue growth at the higher end of the 2%-3% range. Adjusted EBITDA is expected to grow 3% or better for the year. Capital investment is targeted in the $22 billion range, while free cash flow is expected to be greater than $16 billion for the year. Adjusted earnings per share for 2025 is targeted in the range of $1.97-$2.07. Net debt was $119.1 billion at the end of the quarter. The high end of our fair value estimate range is $34 per share. Shares yield 4% at the time of this writing.
|
