Valuentum’s Best Ideas Newsletter Portfolio
September 22, 2026
*Portfolio information as of published date in top, left corner of table above. The Best Ideas Newsletter portfolio is not a real money portfolio. Past results are not a guarantee of future performance, and actual results may differ from simulated information provided. There is substantial risk associated with investing in financial instruments. By The Valuentum Team The Best Ideas Newsletter portfolio seeks to find stocks that have both good value and good momentum characteristics and typically targets capital appreciation potential over a longer-term horizon. The newsletter puts the Valuentum Buying Index methodology into practice. To access Valuentum’s in-depth articles and analysis on holdings in the portfolio of its Best Ideas Newsletter (as well as their 16-page reports and dividend reports, where
Oracle’s Remaining Performance Obligations Strong
September 21, 2026
Image Source: TradingView By Brian Nelson, CFA Oracle (ORCL) recently reported fiscal first quarter fiscal 2027 results that came in better than the consensus forecasts on both the top and bottom lines. The company posted record first quarter total revenue of $19.3 billion, up 30%, while non-GAAP earnings per share increased at a similar pace, to $1.92. Consensus was at $19.1 billion in revenue and $1.75 in adjusted earnings. Total cloud revenues were a record in the period, up 61% in constant currency, to $11.6 billion. First quarter cloud infra (IaaS) revenue advanced 120% in constant currency, while first quarter cloud apps (SaaS) revenue increased 10% in constant currency. Remaining performance obligations increased $209 billion year-over-year, to $664 billion. Oracle’s
Taiwan Semiconductor’s Pure Play Foundry Business Remains Attractive
September 21, 2026
Image Source: TradingView By Brian Nelson, CFA Taiwan Semiconductor (TSM) recently reported second quarter 2026 results that came in better than expected. Second quarter revenue increased 36%, while net income and diluted earnings per share both advanced more than 77%. On a sequential basis, revenue increased 12%, while net income increased 23.4%. In US dollars, second quarter revenue was $40.2 billion, up nearly 34% year-over-year and 12% sequentially. For the quarter, gross margin was 67.7%, operating margin was 60.3%, and net profit margin was 55.6%. “In the second quarter, shipments of 2-nanometer accounted for 3% of total wafer revenue; 3-nanometer accounted for 30%; 5-nanometer accounted for 33%; and 7-nanometer accounted for 11%. Advanced technologies, defined as 7-nanometer and more advanced
Nvdia Expects Fiscal 2028 Revenue to Grow 70%
September 21, 2026
Image Source: TradingView By Brian Nelson, CFA Nvidia (NVDA) recently announced better-than-expected second quarter fiscal 2027 results, with revenue up 106% from a year ago, and Data Center revenue up 117%, to $89 billion, from a year ago. The consensus estimate for Data Center revenue was $85 billion. For the quarter, on a GAAP basis, its gross margin advanced 2.6 percentage points on a year-over-year basis, while operating income expanded 124% from the same period last year. GAAP net income jumped 126%, while diluted earnings per share catapulted 128% higher, to $2.46. CEO Jensen Huang had the following to say about the quarter: AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now,
Public Storage Raises 2026 Core FFO Guidance
September 1, 2026
Image Source: TradingView By Brian Nelson, CFA Public Storage (PSA) recently released second quarter results that were roughly in-line with consensus expectations. For the three months ended June 30, net income per share increased to $2.55 rom $1.76, but core funds from operations (FFO) dropped to $4.17 per share from $4.28 in last year’s quarter. Management had the following to say about the results: Public Storage’s second quarter results reflect the strength of our platform and the disciplined execution of our long-term strategy, allowing us to raise our outlook for the back half of the year. With the successful closing of the National Storage Affiliates acquisition and our announced agreement to acquire Public Storage Canada, the power of our PS4.0
Valuentum’s Dividend Growth Newsletter Portfolio
September 1, 2026
*Portfolio Information as of published date in top, left corner of table. The Dividend Growth Newsletter portfolio is not a real money portfolio. Past results are not a guarantee of future performance, and actual results may differ from simulated information provided. There is substantial risk associated with investing in financial instruments. The Dividend Growth Newsletter portfolio puts into practice our rigorous valuation and dividend growth frameworks. To access our commentary, articles and analysis on holdings in the portfolio of our Dividend Growth Newsletter (as well as each company’s 16-page equity report and dividend report), please use our ‘Symbol’ search box in our website header. The Dividend Growth Newsletter portfolio can always be found in each edition of the monthly Dividend Growth Newsletter. Learn more about your membership >> More
Altria Narrows 2026 Guidance Range
August 29, 2026
Image Source: TradingView By Brian Nelson, CFA Altria (MO) recently reported decent second quarter results with revenue and non-GAAP earnings per share coming roughly in-line with consensus expectations. Revenue net of excise taxes increased 1.2% year-over-year in the quarter, while adjusted diluted earnings per share advanced 2.8% from the last year’s period. Management had the following to say about the results: In the second quarter, our operating companies continued to deliver against the priorities we outlined at the start of the year – advancing our smoke-free portfolio, strengthening our traditional tobacco businesses and delivering significant returns to shareholders. In smoke-free, Helix expanded on! PLUS to 120,000 stores nationwide, engaged in trial-generating activities and prepared for additional line extensions to come
Dick’s Sporting Goods Faces Challenging Conditions in Athletic Footwear
August 29, 2026
Image Source: TradingView By Brian Nelson, CFA Dick’s Sporting Goods (DKS) reported second quarter results August 25 that missed the consensus mark for revenue and non-GAAP earnings per share. Though DICK’S Business delivered 4.9% comp sales growth thanks to “broad-based growth across categories, including strong results from the 2026 FIFA World Cup, and growth in average ticket and transactions,” non-GAAP earnings per diluted share fell to $3.53 in the quarter from $4.38 in the prior year quarter (consensus was $3.76). Management had the following to say about the results: The DICK’S Business delivered a strong second quarter with broad-based growth across categories. As the quarter progressed, conditions across portions of the athletic footwear and apparel marketplace became increasingly promotional, and
Enterprise Products Partners Puts Up Record Second Quarter
August 1, 2026
Image Source: TradingView By Brian Nelson, CFA On July 30, Enterprise Products Partners (EPD) reported better than expected second quarter results with revenue and GAAP earnings per share exceeding the consensus forecast. Net income attributable to common unitholders was a record $1.8 billion, or $0.84 per diluted common unit, up 28%. Adjusted EBITDA hit a record high as well, coming in at $2.8 billion, up 17%. Operational DCF was a record $2.3 billion, which covered distributions declared by 1.9x. Adjusted CFFO was a record $2.5 billion, up 19%. Management had the following to say about the results: Enterprise reported strong volumes, earnings and cash flow for the second quarter of 2026. The partnership handled record pipeline and marine terminal volumes
Microsoft Puts Up Stellar Fiscal Fourth Quarter Results
August 1, 2026
Image Source: TradingView By Brian Nelson, CFA On July 29, Microsoft (MSFT) put up better than expected fourth-quarter fiscal 2026 results, with both revenue and non-GAAP diluted earnings per share exceeding the consensus forecast. Revenue of $90 billion increased 18% (up 17% in constant currency), while operating income of $40.6 billion advanced 18%. Non-GAAP net income was $35.3 billion, increasing 22%, while non-GAAP diluted earnings per share increased 23% in the quarter. Azure and other cloud services revenue increased 43% in the quarter, better than consensus expectations. Management had the following to say about the results: We are advancing the frontier on the cost-to-outcome curve, ensuring every customer can turn tokens into business results. This year, Azure revenue surpassed $100
