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Recent Articles
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View Current and Archived Dividend Growth Newsletters
Apr 30, 2024
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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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Valuentum's Dividend Growth Newsletter Portfolio
Apr 30, 2024
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We disclose the holdings of the Dividend Growth Newsletter portfolio in this article. This portfolio can always be found in each edition of the monthly Dividend Growth Newsletter.
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Domino’s Long-Term Growth Outlook Looks Achievable
Apr 29, 2024
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Image Source: Domino's.
Domino’s continues to be shareholder-friendly, paying a nice quarterly dividend and buying back stock. As of March 24, it still had total remaining authorization on its buyback program of $1.12 billion. Looking to the firm’s long-term guidance, the firm is targeting 7%+ annual global retail sales growth, 1,100 annual global net store growth, and 8%+ annual income from operations growth. We think its targets are achievable.
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Alphabet Posts Strong First Quarter, Initiates Dividend, Launches Huge Buyback
Apr 28, 2024
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Image: Alphabet’s valuable properties continue to put up nice revenue growth.
Alphabet ended the quarter with $108.1 billion in total cash and marketable securities against a long-term debt load of $13.2 billion, so Alphabet has an ample net cash position to support cash returns to shareholders. For the quarter ended March 31, 2024, Alphabet’s free cash flow totaled $16.8 billion, slightly lower than the same period last year due to a near doubling in capital spending, but nonetheless, the measure was healthy. We continue to like Alphabet as a top weighting in the Best Ideas Newsletter portfolio.
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