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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 7, 2024
Dividend Increases/Decreases for the Week of June 7
Let's take a look at firms raising/lowering their dividends this week.
Jun 6, 2024
Lululemon’s Fiscal First Quarter Results Well Received But Competition Remains Fierce
Image: Lululemon’s shares have been under considerable pressure so far in 2024. We think Lululemon’s Power of Three x2 initiatives are achievable, but hitting these long-term targets won’t be easy given increasing competition in the athleisure space from Vuori and others. Shares of Lululemon have fallen quite a bit since peaking in December of last year. We won’t be adding Lululemon to any newsletter portfolio anytime soon, and our $350 per share fair value estimate remains unchanged.
Jun 5, 2024
Hewlett Packard Enterprise Reports Strong AI Systems Revenue
Image: Hewlett Packard Enterprise is breaking out nicely. We liked the AI-related news from Hewlett Packard Enterprise, and shares were up nicely following the report. Hewlett Packard Enterprise’s cash flow performance was also solid, with free cash flow increasing $322 million, to $610 million, for the three months ended April 30, 2024. HPE’s revenue growth for fiscal 2024 is now expected to expand 1%-3% in constant currency (was 0%-2%) and non-GAAP diluted earnings per share in the range of $1.85-$1.95 per share, the midpoint above the $1.88 per share the Street had been expecting at the time.
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.
Jun 1, 2024
Latest Report Updates
Check out the latest report updates on the website.
May 31, 2024
Dividend Increases/Decreases for the Week of May 31
Let's take a look at firms raising/lowering their dividends this week.
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 29, 2024
Dick’s Sporting Goods Puts Up Strong First Quarter, Raises Guidance
Image: Dick’s Sporting Goods’ guidance pleased investors. Image Source: Dick’s Sporting Goods. On May 29, Dick’s Sporting Goods reported excellent first quarter results that beat expectations on both the top and bottom lines. We continue to like Dick’s Sporting Goods as an idea in the Dividend Growth Newsletter portfolio. The company was recently highlighted as top dividend growth stock for the long run. Shares yield ~2.26% on a forward estimated basis.
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.


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