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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Jun 3, 2024
Waste Management to Acquire Stericycle
Image: Waste Management’s shares have done quite well the past 12-18 months. The oligopolistic nature of the waste business is something that we like a lot, and while Waste Management’s deal for Stericycle will be more complementary in nature bringing in an incremental suite of medical waste and secure information destruction services, we have no qualms with the acquisition.
Jun 2, 2024
Costco’s Comparable Store Sales Deliver
Image Source: Costco. On May 30, Costco reported solid third quarter results for its fiscal 2024 period ended May 12. Net sales for the quarter increased 9.1% thanks to total company adjusted comparable sales performance of 6.5% and e-commerce growth of 20.7%. We like Costco’s business quite a bit, but shares are trading at quite the lofty earnings multiple (~50 times fiscal 2024 earnings expectations). We’d wait for a meaningful pull back in shares before taking interest in the name.
May 30, 2024
In the News: CRM, FL, DG, BBY
Image Source: Mike Mozart. Salesforce issued a weaker-than-expected outlook for its fiscal second quarter 2025, and shares have been punished following the report. Foot Locker's bottom-line guidance for its full year pleased the Street, while Dollar General continues to benefit from increased store traffic. Best Buy's comparable store sales remain under considerable pressure, but the big box retailer is managing expenses well.
May 24, 2024
NextEra Energy Expects 10% Annual Dividend Growth Through 2026
Image Source: NextEra Energy. NextEra Energy reaffirmed its long-term outlook. For the current year, management expects adjusted diluted earnings per share in the range of $3.23-$3.43, with the measure targeted to increase to $3.45-$3.70 per share in 2025 and $3.63-$4.00 per share in 2026. The company also reiterated its expectations to grow its dividends per share at approximately a 10% clip each year through at least 2026, using 2024 as the baseline. We like the company’s expected pace of dividend growth and its position as a leading clean energy company.
May 23, 2024
Accenture Facing Revenue Growth Pressures But Stock Is Worth a Look
Image: Accenture is facing revenue growth pressure, but the company’s financials remain resilient. We’re concerned about Accenture’s downward financial guidance revisions in March and pressure on demand growth for its IT and consulting services, but Accenture’s free cash flow generation remains robust, its balance sheet remains solid, and new bookings growth remains healthy with exposure to AI. Accenture pays a healthy dividend, and the firm continues to buy back stock. The company checks a lot of the boxes that we’d be looking for in a new idea, but we’d like to see evidence of revenue growth improvement before growing interested in adding the company to any newsletter portfolio. We remain on the sidelines for now.
May 23, 2024
Nvidia Remains a Free Cash Flow Generating Powerhouse
Image: Nvidia’s first-quarter fiscal 2025 results delivered, and the company remains a Wall Street darling of a stock. Nvidia continues to be the poster child for the AI revolution, and its first-quarter fiscal 2025 results delivered on the high expectations embedded in the company’s stock. The firm announced a 10-for-1 stock split, while it raised its quarterly cash dividend 150%.
May 22, 2024
TJX Reports Strong First Quarter Results; Raises Fiscal 2025 Guidance
On May 22, TJX Companies reported strong first quarter results and increased its outlook for fiscal 2025. Net sales for the quarter ended May 4, 2024, advanced ~6% from the same period a year ago thanks in part to consolidated same store sales that increased ~3% due to strength in customer transactions. Diluted earnings per share came in at $0.93 versus $0.76 in the same period of fiscal 2024. The off-price apparel and home fashions retailer continues to deliver for consumers and investors alike. We like the company.
May 22, 2024
Target’s First Quarter Results Weren’t as Good as Walmart’s
Image Source: Target. Though Target is working hard to get back on track, it's difficult for us to grow excited about dabbling in Target’s shares given the stiff 3.1% decline in total revenue in the first quarter coupled with increased competition from Walmart and Costco that won’t be going away. We think Walmart and Costco are much better positioned for the current market environment than Target.
May 21, 2024
Lowe’s First Quarter Results Come in Better Than Feared
Image Source: Lowe's. Lowe’s continues to navigate a post-pandemic market environment and a relatively stagnant housing market. Comparable store sales were impacted by sluggish Do-It-Yourself [DIY] big ticket discretionary purchases, but strength was evident in sales in Pro and online. The firm reaffirmed its 2024 outlook.
May 17, 2024
Dividend Increases/Decreases for the Week of May 17
Let's take a look at firms raising/lowering their dividends this week.


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