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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.
May 19, 2023
Earnings Roundup: DE, WMT, CSCO, HD, FL
Let's get Nelson's thoughts on five stocks recently reporting their first-quarter fiscal 2023 results: DE, WMT, CSCO, HD, FL.
May 19, 2023
Dividend Increases/Decreases for the Week of May 19
Let's take a look at firms raising/lowering their dividends this week.
May 14, 2023
There Are No Free 'Income' Lunches
Image Source: Jeffrey Beall. 2023 has been a great year thus far, and we continue to highlight the best areas for consideration following a great relative year in 2022. Highly-rated ideas on the Valuentum Buying Index are few and far between, but we’ll be going to “fully invested” soon enough. The regional banking crisis is having a muted impact on market sentiment at this point, and the Fed looks to be winning the battle against inflation. We’re excited about what the back of 2023 may look like, and we hope you are, too.
May 12, 2023
Dividend Increases/Decreases for the Week of May 12
Let's take a look at firms raising/lowering their dividends this week.
May 11, 2023
We Prefer Visa
Image: Visa’s operating cash flow of $8 billion, and free cash flow of ~$7.5 billion through the first half of its fiscal 2023 is remarkable. Image Source: Visa. Visa's second-quarter fiscal 2023 results released April 25 were enough to support our continued positive take on the moaty entity, as it beat the consensus estimate on both the top and bottom line. During its quarter ending March 31, 2023, net revenues advanced 11%, while GAAP earnings per share leapt 20%, to $2.03 per share. Payments volume advanced 10% in the quarter on a year-over-year basis, while total cross-border volume increased 24%. Processed transactions advanced 12% in the quarter from the same period a year ago.
May 9, 2023
Earnings Roundup
Let's get Nelson's thoughts on five stocks recently reporting their first-quarter 2023 results: PYPL, DPZ, MNST, BKNG, TXRH.
May 5, 2023
Apple’s Second-Quarter Fiscal 2023 Results Were Good Enough
Image Source: Valuentum. On May 4, Apple reported second-quarter results for its fiscal 2023 for the period ending April 1, 2023, that were slightly better than consensus forecast, but we’re viewing the report as mixed. Revenue dropped 2.5% in the quarter on a year-over-year basis as better-than-expected resilience in iPhone sales could not offset weakness in Mac and iPad performance, and its quarterly EPS of $1.52 was unchanged from last year’s mark. Revenue in the company’s Services business jumped 5.4%, and the iPhone maker announced a $90 billion buyback program as it upped its quarterly dividend by more than 4%, to $0.24 per quarter. We plan to make a few tweaks to our valuation model of Apple, but we don’t anticipate a material change to our fair value estimate.
May 5, 2023
Dividend Increases/Decreases for the Week of May 5
Let's take a look at firms raising/lowering their dividends this week.
May 1, 2023
Honeywell Raises Outlook for 2023; Backlog Remains Strong
Image: Honeywell continues to experience strong fundamental momentum across the board. Image Source: Honeywell. We liked Honeywell’s first-quarter 2023 report, released April 27, and its raised outlook for 2023. We remain huge fans of Honeywell’s ~2.1% dividend yield, and we support Honeywell’s COO Vimal Kapur who will succeed Darius Adamczyk as CEO on June 1, 2023. Our fair value estimate for Honeywell remains $210 per share. With shares trading at ~$200 at the time of this writing, there’s still valuation upside to the Honeywell story, in our view.
Apr 28, 2023
Dividend Increases/Decreases for the Week of April 28
Let's take a look at firms raising/lowering their dividends this week.


The High Yield Dividend Newsletter, Best Ideas Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on this website are for information purposes only and should not be considered a solicitation to buy or sell any security. The sources of the data used on this website are believed by Valuentum to be reliable, but the data’s accuracy, completeness or interpretation cannot be guaranteed. Valuentum is not responsible for any errors or omissions or for results obtained from the use of its newsletters, reports, commentary, or publications and accepts no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a registered investment advisor and does not offer brokerage or investment banking services. Valuentum, its employees, and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.