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Recent Articles
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View Current and Archived Dividend Growth Newsletters
Nov 30, 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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Valuentum's Dividend Growth Newsletter Portfolio
Nov 30, 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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Energy Transfer Expects to Invest $5 Billion in Growth Capital in 2026
Nov 29, 2025
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Image Source: TradingView.
In October 2025, Energy Transfer announced a quarterly cash distribution of $0.3325 per common unit ($1.33 annualized) for the quarter, reflecting more than a 3% increase from the third quarter of 2024. Long-term debt totaled $63.1 billion at the end of the quarter, while the firm had $3.44 billion of available borrowing capacity under its revolving credit facility. For 2025, Energy Transfer now expects results to be slightly below the lower end of its previously issued adjusted EBITDA guidance in the range of $16.1-$16.5 billion. Growth capital expenditures are expected to be $4.6 billion in 2025 and $5 billion in 2026. Energy Transfer yields 8.1% at the time of this writing.
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Home Depot Pressured By Lack of Storm Activity
Nov 29, 2025
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Image Source: TradingView.
Home Depot updated its guidance for fiscal 2025 to reflect third quarter performance, continued pressure in the fourth quarter from the lack of storm activity, and ongoing consumer uncertainty and housing pressure. Total sales growth for the year is targeted to be approximately 3.0% (was 2.8%), while comparable sales growth is expected to be slightly positive for the 52-week period (was 1%). The home improvement retailer is targeting a gross margin of 33.2% and an adjusted operating margin of approximately 13% for the year. Adjusted diluted earnings per share is expected to decline roughly 5% from $15.24 in fiscal 2024 (was a decline of 2%). It plans to open 12 new stores for the year, with capital expenditures expected at approximately 2.5% of total sales. Though 2025 earnings guidance missed the mark, we continue to like Home Depot as a dividend growth idea. Shares yield 2.6% at the time of this writing.
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