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Recent Articles
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Reinstating Coverage of Lululemon
Dec 8, 2023
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Image Source: Mike Mozart.
On December 7, Lululemon reported strong third-quarter results for its fiscal 2023, with revenue increasing 19% and comparable sales increasing 14% on a constant-dollar basis. Adjusted earnings per share of $2.53 came in roughly 10% higher than the consensus forecast. We are reinstating coverage of Lululemon with a $470 per share fair value estimate and an Attractive Economic Castle rating. We like Lululemon but we won’t be adding it to any newsletter portfolio at this time.
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Dividend Increases/Decreases for the Week of December 8
Dec 8, 2023
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Let's take a look at firms raising/lowering their dividends this week.
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Latest Report Updates
Dec 6, 2023
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Check out the latest report refreshes on the website.
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5 Stocks to Consider Buying
Dec 5, 2023
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The five stocks highlighted in this article generate tremendous amounts of free cash flow, have healthy balance sheets with either a net cash position or net-neutral position, generate high ROICs, and offer upside potential on the basis of the high end of our fair value estimate range. We think Apple and Microsoft are our two favorites, while Dick's Sporting Goods may be the one true "value" play with a low double-digit P/E ratio. Vertex Pharma has tremendous long-term potential, in our view, while shares of Booking Holdings appear cheap to us. We think the risk/reward remains in favor of the long-term investor that considers these five names.
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