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Recent Articles
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Nvidia Says “Blackwell Sales Are Off the Charts”
Nov 20, 2025
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Image Source: TradingView.
In the first nine months of fiscal 2026, Nvidia returned $27 billion to shareholders in the form of share buybacks and cash dividends. At the end of the third quarter, Nvidia had $62.2 billion remaining under its share repurchase authorization. Looking to the fiscal fourth quarter, management is targeting revenue to be $65 billion, plus or minus 2% (versus $62 billion consensus), with non-GAAP gross margin of 75%, plus or minus 50 basis points. We think Nvidia is still in the early innings of an AI build cycle, and the firm remains a core idea in the Best Ideas Newsletter portfolio.
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Public Storage Raises Outlook for Second Consecutive Quarter
Nov 17, 2025
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Image Source: TradingView.
Looking to 2025, Public Storage's revenue growth is anticipated in the range of -0.3%-0.3%, narrowed from the prior range of -1.3%-0.8%. Expense growth is targeted in the range of 1.8%-2.8%, down from the prior range of 2.3%-3.0%. Net operating income is now expected to decline 1.2%-0.2% versus a range of down 2.6% and up 0.3% previously. Non-same store net operating income is expected in the range of $475-$485 million, up from the range of $465-$475 million. Core FFO per share is now targeted in the range of $16.70-$17.00, up 0.2%-2.0% and the lower end of the guidance range raised from $16.45-$17.00. Public Storage is one of our favorite REITs, with the company yielding 4.4% at the time of this writing.
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Republic Services’ Pricing Strength Drives Results
Nov 17, 2025
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Image Source: TradingView.
Republic Services continues to price ahead of cost inflation. In the quarter, core price on total revenue increased 5.9%, while revenue growth from average yield on total revenue was 4.0% as volume decreased total revenue by 0.3%. Year-to-date cash flow from operating activities was $3.32 billion, while adjusted free cash flow came in at $2.19 billion. Year-to-date cash returned to shareholders was $1.13 billion, which included $584 of share buybacks and $544 million of dividends paid. Republic ended the quarter with $13.3 billion in total debt and $84 million in cash and cash equivalents. We like Republic Services’ pricing power, and the garbage hauler remains a core holding in the newsletter portfolios.
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View Current and Archived Best Ideas Newsletters
Nov 14, 2025
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View previous editions of the Best Ideas Newsletter in this article.
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