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Recent Articles
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Amazon’s Cloud Business Continues to Propel Results
Nov 6, 2025
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Image Source: TradingView.
For the twelve months ended September 30, Amazon’s operating cash flow increased 16%, to $130.7 billion, better than the $112.7 billion it registered for the trailing twelve months last year. Free cash flow came in at $14.8 billion for the trailing twelve months, down from $47.7 billion for the trailing twelve months last year, driven by a $50.9 billion increase in purchases of property and equipment. Looking to the fourth quarter of 2025, net sales are expected to be between $206-$213 billion, or to grow 10%-13%. The guidance includes a favorable impact of about 190 basis points from foreign exchange rates. Operating income is expected to be between $21-$26 billion, compared with $21.2 billion in the fourth quarter of 2024. We thought Amazon’s third quarter and outlook were impressive, and we continue to like shares in the Best Ideas Newsletter portfolio.
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Apple Looks to Strong December Quarter
Nov 3, 2025
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Image Source: TradingView.
For the 12 months ended September 27, Apple generated $111.5 billion in cash from operations, while it spent $12.7 billion in property, plant, and equipment, resulting in free cash flow of $98.8 billion. Looking to the December quarter, total company revenue is expected to grow 10%-12% year-over-year, resulting in its best quarter ever. Apple expects iPhone revenue to grow double-digits year-over-year, which would be its best iPhone quarter ever. Services revenue is targeted to grow at a similar year-over-year pace to what it reported in 2025. Gross margin is expected between 47%-48%, which includes an estimated impact of $1.4 billion of tariff-related costs. We continue to like Apple as an idea in the newsletter portfolios.
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Valuentum's Dividend Growth Newsletter Portfolio
Nov 1, 2025
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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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View Current and Archived Dividend Growth Newsletters
Nov 1, 2025
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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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