|
Recent Articles
-
KB Home’s Outlook for 2025 Better Than Expected
Jan 14, 2025
-
Image: KB Home’s shares have done well since the beginning of 2023.
Looking to fiscal 2025, KB Home's housing revenue is expected in the range of $7.00-$7.5 billion, compared to the consensus forecast of $6.89 billion, with the average selling price in the range of $488,000-$498,000. Homebuilding operating income as a percentage of revenues is targeted at roughly 10.7%, which assumes no inventory-related charges. For the year, housing gross profit margin is targeted in the range of 20.0%-21.0% and assumes no inventory-related charges. Selling, general, and administrative expenses as a percentage of housing revenues is expected in the range of 9.6%-10.0%. We liked KB Home’s fourth quarter results and outlook for fiscal 2025 and what they imply with respect to the health of the housing market. KB Home doesn’t make the cut for any newsletter portfolio, however.
-
Walgreens Reports Better Than Feared Results, Shares Yield 8.5%
Jan 13, 2025
-
Image Source: Walgreens.
Looking to 2025, Walgreens maintained its adjusted earnings per share guidance of $1.40-$1.80 (consensus was at $1.53), noting “growth in U.S. Healthcare and International segments more than offset by a decline in U.S. Retail Pharmacy, a higher adjusted effective tax rate, and lower contributions from sale-leaseback and Cencora earnings.” Shares of Walgreens are trading at just 7.4x current fiscal year earnings, while boasting a yield of 8.5% at the time of this writing. Though improving, free cash flow continues to be negative at Walgreens, however, and while its dividend is far from safe after its dividend cut, the company is working aggressively to get things back on track.
-
Valuentum's Best Ideas Newsletter Portfolio
Jan 11, 2025
-
We disclose the holdings of the portfolio of the Best Ideas Newsletter in this article. This portfolio can always be found in each edition of the monthly Best Ideas Newsletter.
-
View Current and Archived Best Ideas Newsletters
Jan 11, 2025
-
View previous editions of the Best Ideas Newsletter in this article.
|