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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.
Jul 9, 2019
DXC Technology Looks Super Cheap
Image Shown: DXC Technology forecasts that its revenue in FY2020 will either be broadly flat or grow very modestly compared to its FY2019 performance. Image Source: DXC Technology – IR Presentation. While DXC Technology is experiencing top-line pressure due to weakness at its legacy businesses, its digital growth trajectory continues to look promising. Very strong free cash flows and a modest dividend policy leave plenty of room for upside as it relates to future dividend increases, particularly if share buybacks are scaled back.
Jun 14, 2019
Our Reports on Stocks in the Metals and Mining (Aluminum) Industry
Image Source: Alcoa. We've dropped coverage of stocks in the Aluminum industry: AA, ACH, ATI, CENX, KALU.
Jun 5, 2019
Gold Is But a Shiny Yellow Metal
Image shown: The performance of an ETF tracking the price of gold bullion, less the expenses to run the ETF, since 2011. "What motivates most gold purchasers is their belief that the ranks of the fearful will grow. During the past decade that belief has proved correct. Beyond that, the rising price has on its own generated additional buying enthusiasm, attracting purchasers who see the rise as validating an investment thesis. As 'bandwagon' investors join any party, they create their own truth – for a while." -- Warren Buffett (2011 annual letter to shareholders)
May 31, 2019
Dividend Increases/Decreases for the Week Ending May 31
Let's take a look at companies that raised/lowered their dividend this week.
May 13, 2019
Booking Holdings' Quarter; Still More MLP Transparency Needed, More Reports
In alphabetical order by ticker symbol: ALB, BKNG, DDD, ET, GPRO, JD, KDP, OSTK, SONO, YELP.
Apr 25, 2019
Norfolk Southern Impresses But Sustained Dividend Growth is Doubtful
While Norfolk Southern posted a solid first quarter earnings report and continued to showcase real operational improvement, an onerous net debt load combined with the long-term decline of coal in America puts its dividend growth trajectory in doubt.
Apr 9, 2019
US Steel Helped By Steel Import Tariffs
Image Source: US Steel. The imposition of additional tariffs on US steel imports under President Trump’s administration, namely the 25% tariff slapped on steel imports from the EU, Mexico and Canada, has greatly behooved US Steel’s financial performance.
Mar 26, 2019
Short-Term Headwinds Aside, Applied Materials Has a Bright Dividend Growth Trajectory
Image Source: Applied Materials.  Applied Materials’ strong free cash flow generation drives our favorable opinion of its dividend health, but investors should not ignore the inherent volatility and rapidly-changing dynamics of the semiconductor space, which introduces additional risk to our forecasts of future free cash flows. Near-term headwinds are prevalent for the company, but we think it is well-positioned to capitalize on future growth opportunities, thanks in part to a dedication to robust R&D spending.
Feb 26, 2019
Part II: Buffett’s 2018 Letter to Berkshire Shareholders
Part I of this multi-part series focused on Warren Buffett’s transition away from what we consider arbitrary book value and how the Oracle of Omaha thinks about share buybacks. Let’s dig further into his letter in Part II.
Feb 17, 2019
S&P Global: "Enterprise's shift on cash flow reflects 'metamorphosis' of US pipeline firms"
S&P Global: "While several major U.S. energy pipeline companies spent 2018 shedding cash-leaking habits and forging a more conventional financial structure as stocks languished, adopting reporting practices that are more accessible to the investing public could be a gradual process for the industry, if it takes flight at all."


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