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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.
Sep 11, 2024
Medtronic Raises Fiscal 2025 Guidance
Image Source: Medtronic. Medtronic raised its fiscal 2025 organic growth guidance to the range of 4.5%-5% versus the prior range of 4%-5%, and it also raised its fiscal 2025 diluted non-GAAP earnings per share guidance in the range of $5.42-$5.50 versus the prior range of $5.40-$5.50, implying growth of 4%-6%. Medtronic is taking advantage of healthy underlying markets and “new product innovation is fueling diversified growth across many health tech growth markets.” The company continues to invest in its “future innovation pipeline to drive growth” in the longer run. The high end of our fair value estimate range stands north of $100 per share.
Sep 10, 2024
Oracle Expects Increased Revenue Growth Throughout Fiscal 2025
Image: Oracle’s shares have performed quite well during the past couple years. Oracle remains a key idea in both the Dividend Growth Newsletter portfolio as well as the ESG Newsletter portfolio, and its fiscal first quarter results support our bullish take on the name. Though Oracle has a rather large net debt position, free cash flow remains robust, while the company capitalizes on its total remaining performance obligations, which advanced 53% in the quarter on a year-over-year basis. We liked the commentary about revenue growth to accelerate throughout fiscal year 2025, and we point to the high end of our fair value estimate range ($178 per share) for shares.
Sep 9, 2024
Latest Report Updates
Check out the latest report updates on the site.
Sep 8, 2024
Broadcom Misses with Guidance for Its Fiscal Fourth Quarter
Image: Broadcom’s shares fell after the company issued fiscal fourth quarter guidance that came up short with respect to the consensus estimate. Looking to the fourth quarter of fiscal 2024, Broadcom expects revenue of approximately $14 billion, and fourth-quarter adjusted EBITDA of approximately 64% of projected revenue, or $8.96 billion. Though the firm’s revenue guidance for the fourth quarter wasn’t poor, it did come in lower than the $14.13 billion that the Street was expecting, and shares were punished as a result. We’re not reading much into one quarterly report, however, and we maintain that trends in artificial intelligence are prolific.
Sep 5, 2024
Casey’s General Stores Is Executing Well
Image: Shares of Casey’s General Stores have done quite well since the beginning of 2022. Looking to fiscal 2025, Casey’s continues to expect EBITDA to advance at least 8%, with inside same-store sales to increase 3%-5% and inside gross margin comparable to fiscal 2024. Same-store fuel gallons sold are expected to be between negative 1% and positive 1%. We liked Casey’s fiscal first quarter results, and while the name doesn’t make the cut for any newsletter portfolio, it’s one that we are watching closely.
Sep 4, 2024
Dollar General's Business Model Challenged By Walmart’s Strength
Image: Dollar General’s shares have been under considerable pressure the past couple years. Dollar General cut its outlook for fiscal 2024. Net sales growth is now expected in the range of 4.7%-5.3% compared to its previous expectation of 6%-6.7%. Same store sales growth is now anticipated in the range of 1%-1.6%, compared to previous expectations of 2%-2.7%. Diluted earnings per share are now targeted in the range of $5.50-$6.20, compared to prior expectations of $6.80-$7.55. Shares of Dollar General plummeted on the news, and we see no reason to jump into the name, particularly given the competitive market environment, with Walmart likely gaining share.
Sep 4, 2024
Dick’s Sporting Goods Beats Second Quarter Numbers, Raises 2024 Outlook
Image: Dick’s Sporting Goods has performed nicely since the beginning of 2022. Looking to all of 2024, Dick’s Sporting Goods’ earnings per share is targeted in the range of $13.55-$13.90, up from $13.35-$13.75 per share previously, while net sales are expected in the range of $13.1-$13.2 billion (unchanged from last quarter), on comparable sales growth of 2.5%-3.5%, up from 2%-3% previously. We like Dick’s Sporting Goods’ quarter, and we’re fans of its raised outlook. The firm remains a holding in the portfolio of the Dividend Growth Newsletter.
Sep 3, 2024
NextEra Energy’s Outlook Looks Great
Image Source: NextEra Energy. NextEra Energy reiterated its long-term financial expectations. “For 2024, NextEra Energy continues to expect adjusted earnings per share to be in the range of $3.23 to $3.43. For 2025, 2026 and 2027, NextEra Energy expects adjusted earnings per share to be in the ranges of $3.45 to $3.70, $3.63 to $4.00 and $3.85 to $4.32, respectively. NextEra Energy also continues to expect to grow its dividends per share at a roughly 10% rate per year through at least 2026, off a 2024 base.” As far as utilities are concerned, we like NextEra Energy, and the company continues to be a key position in the ESG Newsletter portfolio.
Sep 3, 2024
Campbell Soup’s Sovos Acquisition Helps Power Fiscal Fourth Quarter Results
Image Source: Campbell Soup. Looking to fiscal 2025, Campbell’s net sales are expected to expand 9%-11% thanks to a twelve-month contribution of Sovos Brands, offset in part by the divestiture of Pop Secret. Organic net sales are expected to be flat to up 2%, which reflects positive volume/mix compared to last year. Adjusted EBIT growth is targeted at 9%-11%, including Sovos and the impact of the divestiture of Pop Secret. Adjusted earnings per share growth is expected in the range of 1%-4%, inclusive of Sovos acquisition and Pop Secret divestiture, to $3.12-$3.22 (versus $3.23 consensus).
Aug 30, 2024
Lululemon Lowers 2024 Outlook
Image: Lululemon’s shares have come under pressure recently. Looking to 2024, Lululemon now expects net revenue in the range of $10.375-$10.475 billion, representing growth of 8%-9%, below consensus numbers and lower than its initial guidance of $10.7-$10.8 billion. Diluted earnings per share is now expected to be in the range of $13.95-$14.15 for the year, down from previous guidance of $14.27-$14.47. We have no plans to add Lululemon to any newsletter portfolio.


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