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Recent Articles
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Alphabet Posts Strong First Quarter, Initiates Dividend, Launches Huge Buyback
Apr 28, 2024
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Image: Alphabet’s valuable properties continue to put up nice revenue growth.
Alphabet ended the quarter with $108.1 billion in total cash and marketable securities against a long-term debt load of $13.2 billion, so Alphabet has an ample net cash position to support cash returns to shareholders. For the quarter ended March 31, 2024, Alphabet’s free cash flow totaled $16.8 billion, slightly lower than the same period last year due to a near doubling in capital spending, but nonetheless, the measure was healthy. We continue to like Alphabet as a top weighting in the Best Ideas Newsletter portfolio.
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Microsoft's Balance Sheet and Cash Flow Generation Make It a Strong Consideration
Apr 28, 2024
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Image: Microsoft’s cloud business continues to showcase strong growth momentum.
We like Microsoft’s financials and fundamental momentum. The company continues to benefit from AI adoption across its product suite and guidance for the fourth quarter of its fiscal year was solid. We’re huge fans of Microsoft’s net cash position on its balance sheet, and very few other firms are showing the magnitude of operating cash flow increases we’re witnessing at Microsoft. The firm remains one of our favorite ideas in both the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio.
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We Remain Fans of Honeywell’s Shares
Apr 25, 2024
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Image: Honeywell’s shares have traded sideways for some time, but we still remain fans of its stock.
On April 25, Honeywell reported better-than-expected first quarter results. For 2024, Honeywell is targeting free cash flow of $5.6-$6.0 billion. We liked Honeywell’s quarterly update and remain fans of shares.
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Altria Reaffirms Full Year 2024 Earnings Outlook
Apr 25, 2024
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Image: Shares of Altria have faced pressure during the past couple years, but its dividend yield is too hard to pass up, in our view.
On April 25, Altria reported mixed first-quarter results. Though Altria won’t win any awards for ESG, the company’s ~9.1% dividend yield is too hard to pass up, in our view.
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