|
|
Recent Articles
-
Interview with SDM Investments' Kevin Truitt -- ESG in a Few Words: "Good Ethics, Honesty, Respect, and Dignity"
May 9, 2022
-
Image: SDM Investments' Kevin Truitt (left) and Valuentum's Brian Nelson (right) pause for a picture at the Chicago Chapter of the American Association of Individual Investors (December 2016).
We talked with SDM Investments' Kevin Truitt recently, and we’d like to share our conversation with you! Learn about the critical nature of value investing and thinking about stocks as businesses, how investors should approach macro indicators, the importance of using a margin of safety, how to think about ESG investing, and why cash-based investing helps to safeguard against downside risk. Kevin also shares five of his favorite ideas!
-
Dividend Increases/Decreases for the Week May 6
May 6, 2022
-
Let's take a look at companies that raised/lowered their dividend this week.
-
Apple Reports Record Services Revenue in Calendar First Quarter 2022, We Still Love Shares!
Apr 29, 2022
-
Image Shown: Apple Inc put up another strong earnings report for the quarter ended March 2022. We continue to like Apple as an idea in our newsletter portfolios.
On April 28, Apple reported earnings for its second quarter of fiscal 2022 (period ended March 26, 2022) that beat both consensus top- and bottom-line estimates by a wide margin. Apple also increased its dividend by 5% on a sequential basis and authorized an additional $90.0 billion in share repurchases in conjunction with its latest earnings update. We are big fans of Apple and include shares of AAPL as an idea in both our Best Ideas Newsletter and Dividend Growth Newsletter portfolios. Shares of AAPL yield ~0.5% as of this writing and we see room for Apple to push through substantial payout increases going forward. Additionally, the top end of our fair value estimate range sits at $204 per share of AAPL, well above where Apple’s stock price is trading at as of this writing indicating it has ample capital appreciation upside potential as well.
-
Dividend Increases/Decreases for the Week April 29
Apr 29, 2022
-
Let's take a look at companies that raised/lowered their dividend this week.
|
