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Recent Articles
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Dividend Increases/Decreases for the Week February 4
Feb 4, 2022
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Let's take a look at companies that raised/lowered their dividend this week.
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Preliminary Updated Summary Valuations for Meta Platforms and PayPal Holdings
Feb 3, 2022
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The refreshed stock reports for Meta and PayPal will be available this weekend.
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The Facebook (Meta Platforms) Thesis Just Got Even More Complicated
Feb 2, 2022
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Image: Facebook’s free cash flow generation remains robust. Image Source: Meta Earnings Presentation Q4 2021.
The company formerly known as Facebook, Meta Platforms is facing a long list of headwinds from moderating revenue growth, tightening margins, slowing free cash flow expansion due to rising capital spending, and tail risks of the regulatory and antitrust variety. We expect a downward revision to our fair value estimate of Meta upon the next update to factor in these dynamics, but we still believe shares are undervalued.
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Dividend Growth Idea Qualcomm Growing Robustly
Feb 2, 2022
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Image Shown: Dividend growth idea Qualcomm Inc posted a solid earnings update and provided promising near term guidance on February 2. Image Source: Qualcomm Inc – First Quarter of Fiscal 2022 IR Earnings Presentation.
On February 2, dividend growth idea Qualcomm reported first quarter earnings for fiscal 2022 (period ended December 26, 2021) that beat both consensus top- and bottom-line estimates. The semiconductor company issued guidance for the current fiscal quarter that calls for double-digit revenue and earnings growth versus fiscal year-ago levels, though shares of QCOM still dipped modestly in after-hours trading that day. We continue to like Qualcomm as an idea in the Dividend Growth Newsletter portfolio as the firm remains a free cash flow cow with a promising growth outlook.
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