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Recent Articles
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Valuentum's Dividend Growth Newsletter Portfolio
Apr 29, 2025
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We disclose the holdings of the Dividend Growth Newsletter portfolio in this article. This portfolio can always be found in each edition of the monthly Dividend Growth Newsletter.
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What Causes Fair Value Estimates to Change?
Apr 29, 2025
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Image: A screenshot of the discounted cash-flow learning tool for individual investors.
So you noticed a fair value estimate changed, and you weren’t sure why? This article is for you.
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Alphabet Remains a Top Consideration for Long Term Capital Appreciation
Apr 28, 2025
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Image Source: TradingView.
Alphabet raised its dividend 5%, and spent $2.4 billion on dividends during the three months ended March 31. The Board of Directors also authorized the repurchase of up to an additional $70 billion of its Class A and Class C shares. As of March 31, total cash, cash equivalents, and marketable securities totaled $95.3 billion, while long-term debt totaled $10.9 billion at the end of the quarter. Net cash provided by operating activities was $36.2 billion in the quarter, while the firm spent $17.2 billion in capital expenditures, resulting in free cash flow of ~$19 billion. We continue to like Alphabet as a top consideration in the Best Ideas Newsletter portfolio.
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Domino’s Pizza Misses First Quarter U.S. Same Store Sales Consensus Estimate
Apr 28, 2025
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Image Source: Domino's.
Excluding foreign currency impacts, Domino’s income from operations increased 1.4% on a year-over-year basis in the quarter. Net cash provided by operating activities was $179.1 million in the quarter with the firm spending $14.7 million in capital expenditures, resulting in free cash flow of $164.4 million in the period, up 59.1% from last year’s quarter. During the first quarter of 2025, Domino’s repurchased 115,280 shares for a total of $50 million. It still has $764.3 million in remaining authorized amount for share repurchases. We continue to like the long-term picture at Domino’s, and the company remains an idea in the Best Ideas Newsletter portfolio.
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