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Recent Articles
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Broadcom Is a Cash Cow
Jun 10, 2025
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Image: Broadcom’s shares have done quite well the past few years.
Broadcom’s cash from operations was $6.6 billion and capital spending was $144 million in the fiscal second quarter, resulting in free cash flow of $6.4 billion, or 43% of revenue. Looking to the third quarter of fiscal 2025 for the period ending August 3, Broadcom expects revenue of approximately $15.8 billion, above the consensus forecast of $15.77 billion at the time of the report, and third quarter adjusted EBITDA of at least 66% of projected revenue. Though we don’t include Broadcom in any newsletter portfolio, the company’s results support an outlook for continued strong AI demand growth. Shares yield 1% at the time of this writing.
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Taiwan Semiconductor Expects Strong Growth in 2025
Jun 8, 2025
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Image: Taiwan Semiconductor’s shares have done well the past few years.
In the first quarter, TSMC’s shipments of 3-nanometer accounted for 22% of total wafer revenue, while 5-nanometer accounted for 36% of total wafer revenue and 7-nanometer accounted for 15%. Strength continued into April where the firm posted revenue growth of 48.1% on a year-over-year basis. Looking to the second quarter, revenue is expected to be between $28.4-$29.2 billion, representing a 38% increase at the midpoint, while its gross margin is targeted between 57%-59% and its operating profit margin is expected to be between 47%-49%. Looking to the full year 2025, revenue is expected to increase by close to mid-20s percent in U.S. dollar terms. The outlook for AI demand remains robust, and we continue to like shares of Taiwan Semiconductor in the ESG Newsletter portfolio.
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Dividend Increases/Decreases for the Week of June 6
Jun 6, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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Home Depot Expects Modest Sales Growth in 2025
Jun 5, 2025
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Image: Home Depot’s shares have been choppy the past few years.
Looking to fiscal 2025, Home Depot expects total sales growth of approximately 2.8%, with comparable store sales growth of roughly 1% compared to the same 52-week period last year. Gross margin is targeted at 33.4%, while its adjusted operating margin is expected to be 13.4% for the year. Diluted earnings per share is expected to decline approximately 3%, while adjusted diluted earnings per share is targeted to fall approximately 2%. Capital expenditures are budgeted at 2.5% of total sales. Shares yield 2.5% at the time of this writing.
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