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Recent Articles
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The Risks to Apple Are Increasing
Aug 2, 2025
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Image Source: TradingView.
Apple’s fiscal third quarter results were a head-turner and showcased outperformance with the iPhone and Greater China sales, through we note that tariff-related headwinds will impact the firm’s cost structure and possibly its product pricing strategy in the months ahead. The Street is also anxious when it comes to Apple’s strategy in artificial intelligence, where it is spending much less in this area than its Magnificent 7 brethren, as well as the sustainability of its current revenue share agreement with Google. The magnitude of risks is growing to the Apple story, but we still like shares in the newsletter portfolios given its strong underlying performance, robust cash flow generation and superb balance sheet. Our fair value estimate stands at $235 per share.
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Meta Platforms Issues Third Quarter Revenue Guidance Well Above Consensus
Aug 2, 2025
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Image: Meta’s free cash flow remains robust despite higher capital spending.
Looking to the third quarter of 2025, Meta Platforms expects revenue to be in the range of $47.5-$50.5 billion (consensus was $44.8 billion), revealing sequential growth at the midpoint relative to second quarter numbers. The company’s guidance assumes a 1% tailwind to revenue growth from foreign currency, based on current exchange rates. Meta fell short of providing an outlook for fourth quarter revenue, but it noted that its year-over-year growth rate for the quarter will be slower than the third quarter as it laps a period of stronger growth in the fourth quarter of last year. Though Meta is not a large dividend payer, we think its dividend growth prospects are fantastic.
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Dividend Increases/Decreases for the Week of August 1
Aug 1, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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View Current and Archived Dividend Growth Newsletters
Jul 31, 2025
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View previous editions of the Dividend Growth Newsletter in this article. At Valuentum, we seek to deliver to our subscribers the best dividend growth ideas, and our Dividend Growth Newsletter does just that for dividend growth investors. The Dividend Growth Newsletter portfolio puts into practice our rigorous valuation and dividend growth frameworks. The Dividend Growth Newsletter portfolio is generally found on page 5 of each edition.
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