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Recent Articles
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Chipotle Hits All-Time High, Microsoft Doesn’t Disappoint in Calendar First-Quarter 2023
Apr 26, 2023
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Image: Ideas in the Best Ideas Newsletter portfolio are doing great! Shares of Chipotle are up ~45% so far in 2023, while shares of large cap growth giant Microsoft (orange) are up more than 20% year-to-date.
Microsoft’s shares soared during the trading session April 26 thanks to strong third-quarter fiscal 2023 performance for the period ending March 31 led by its Azure cloud business segment, while Chipotle’s first-quarter 2023 report only provides more support for a higher intrinsic value estimate for shares.
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Brief Take: Best Idea PepsiCo Hits All-Time High! Beautiful Breakout!
Apr 25, 2023
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Image: PepsiCo, an idea in the Best Ideas Newsletter portfolio, has broken out to all-time highs. We continue to like the name.
PepsiCo now expects core earnings per share to advance to $7.27 in fiscal 2023, a 7% increase (up from 6% previously). As in the case of General Mills and several consumer staples entities, PepsiCo’s price elasticities remain in its favor, and we expect a modest fair value increase upon our next report update. PepsiCo remains a key idea in the Best Ideas Newsletter portfolio.
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Small Cell Deployments a Growth Avenue for Tower Operator Crown Castle
Apr 25, 2023
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Image: Crown Castle has grown its dividend payout at a compound annual growth rate of ~9% during the past several years. Image Source: Crown Castle.
Crown Castle remains one of our favorite income ideas thanks in part to its free-cash-flow rich, asset-light, contractual recurring revenue business model that is tied to long-term secular growth trends in mobile device data usage. The REIT’s forward estimated dividend yield stands at ~5%.
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Extra Space Storage Pursues the Winner’s Curse; LSI Shareholders Should Take the Money and Run
Apr 21, 2023
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Image Source: Extra Space Storage.
It would seem that Life Storage wants nothing to do with Public Storage, first refusing to negotiate with Public Storage regarding its proposal to merge, then rolling out a revised severance package for its CEO, CFO and COO on March 17, and now most recently announcing that it would tie the knot with Extra Space Storage on April 3.
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