|
|
Recent Articles
-
Recent Fair Value Estimate Changes
Oct 30, 2022
-
Let's have a look at recent fair value estimate changes across our coverage universe.
-
Something New!
Oct 30, 2022
-
Hi everyone: To stay true to our mission, you'll find something new regarding our methodology. In the coming weeks, you'll see this table in our work going forward.
-
In the News: META, AAPL, AMZN, RSG, DLR, VRTX, XOM, CVX
Oct 28, 2022
-
Image Source: Valuentum.
Readers should expect a substantial reduction in our fair value estimate of Meta Platforms on the basis of materially reduced forecasts of free cash flow. Apple’s calendar third-quarter results were good, considering that many were worried about iPhone 14 demand heading into the report. Amazon’s results support a cautious tone with respect to consumer spending, while we remain bullish on three of our best-performing ideas so far in 2022 – Vertex Pharma, Exxon Mobil, and Chevron. We didn’t see anything in the Republic Services and Digital Realty reports that would warrant any material changes to our theses at this time.
-
Dividend Increases/Decreases for the Week of October 28
Oct 28, 2022
-
Let's take a look at firms raising/lowering their dividends this week.
|
