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Recent Articles
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Dividend Increases/Decreases for the Week of August 19
Aug 19, 2022
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Let's take a look at firms raising/lowering their dividends this week.
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Disney’s Theme Parks and Resorts Benefiting from Pent-Up Demand
Aug 17, 2022
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Image Shown: The Walt Disney Company posted a rock-solid earnings report for the period ended July 3 as its business benefited from pent up demand for its theme parks and resorts offerings. Image Source: The Walt Disney Company – Third Quarter of Fiscal 2022 Earnings Press Release.
On August 10, The Walt Disney Company reported third quarter earnings for fiscal 2022 (period ended July 3, 2022) that beat both consensus top- and bottom-line expectations. Its theme parks and reports business came roaring back from the worst of the COVID-19 pandemic while its video streaming services continued to add millions of paid subscribers to their customer bases. Shares of DIS have surged higher in recent weeks, and we continue to like Disney as an idea in the Best Ideas Newsletter portfolio. Our fair value estimate sits at $156 per share of Disney, well above where shares are trading at as of this writing indicating the company has ample capital appreciation upside potential.
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Stocks Surge: Strong S&P 500 Earnings Growth Expected, Headline Scares With Inflation Tamed, Interest Rates Still Low
Aug 14, 2022
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Image Source: BLS. The pace of inflation looks like it may slow down considerably in 2023 as sequential monthly increases pause their advance.
Everybody seems to be looking to compare this market to another market sometime in the past, but regardless of which analog you read about, there is one thing that every pullback, crises, or calamity has had in common: The markets eventually returned to all-time highs. That’s what we’re betting on. Some say we could see new highs by the end of the year, but for us, we’re okay if it takes some time longer than that. The past few years have simply been awesome for equity returns, to say the least! Regardless, those higher nominal input prices that everyone is talking about today will eventually act as a launchpad for nominal earnings and nominal equity prices in the future, pushing them ever higher, in our view. What more can we say, we continue to like stocks for the long haul!
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Dividend Increases/Decreases for the Week of August 12
Aug 12, 2022
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Let's take a look at firms raising/lowering their dividends this week.
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