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Recent Articles
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Kinder Morgan Expected to Capitalize on Natural Gas Demand
Jul 20, 2025
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Image Source: TradingView.
Looking to 2025, Kinder Morgan expects net income to be $2.8 billion, up 8% when compared to last year’s tally. Adjusted earnings per share is targeted at $1.27, which is 10% better than the mark achieved in 2024. Kinder Morgan expects to declare dividends of $1.17 per share for 2025, which represents an increase of 2% from dividends declared in 2024. Finally, the pipeline giant has budgeted 2025 adjusted EBITDA of $8.3 billion, up 4% versus 2024, while it plans to end 2025 with a net debt-to-adjusted EBITDA ratio of 3.8 times. We like Kinder Morgan, but don’t include shares in any newsletter portfolio.
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Johnson & Johnson Raises 2025 Guidance
Jul 20, 2025
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Image Source: J&J.
Looking to all of 2025, J&J raised its adjusted operational sales growth target to the range of 3.2%-3.7%, up from 2%-3% previously. Adjusted operational earnings per share for the year is expected in the range of $10.63-$10.73, up from $10.50-$10.70 previously, implying growth of 6.5%-7.5% versus the prior year. In the press release, management noted “significant new product pipeline progress including approval of IMAAVY for generalized myasthenia gravis, priority review for TAR-200, data for CARVYKTI overall survival and progression-free benefits in multiple myeloma, and continuation of the clinical trial for a general surgery robotic system, OTTAVA.” We like J&J, but don’t include shares in any newsletter portfolio.
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Netflix Raises 2025 Revenue and Margin Guidance
Jul 19, 2025
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Image Source: Netflix.
During the second quarter, Netflix generated cash from operating activities of $2.4 billion versus $1.3 billion in the prior-year period. Free cash flow in the second quarter totaled $2.3 billion versus $1.2 billion in the year-ago period. Netflix raised its full year 2025 free cash flow forecast to the range of $8-$8.5 billion from approximately $8 billion due to continued strength in revenue and margin performance. The company ended the quarter with gross debt of $14.5 billion and cash and cash equivalents of $8.2 billion. We liked Netflix’s second quarter and outlook, but we don’t include shares in any newsletter portfolio.
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Taiwan Semiconductor’s Revenue Performance Is Fantastic
Jul 19, 2025
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Image Source: Taiwan Semi.
In the second quarter, TSM’s shipments of 3-nanometer accounted for 24% of total wafer revenue, while 5-nanometer accounted for 36%, and 7-nanometer accounted for 14%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 74% of total wafer revenue. The company ended the quarter with NT$2,634.43 billion in cash and marketable securities and NT$883.67 billion in long-term interest-bearing debts. Free cash flow was NT$199.85 billion in the quarter, up from NT$171.99 billion in the second quarter of 2024. We liked TSM’s second quarter results and third quarter guidance and continue to like shares in the ESG Newsletter portfolio.
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