XLV

Oracle Expects Its Solid Revenue Growth Trajectory Will Continue Into This Fiscal Quarter

by

Image Source: Oracle Corporation – September 2019 IR Presentation By Callum Turcan On March 10, Oracle Corporation (ORCL) reported third quarter earnings for fiscal 2022 (period ended February 28, 2022) that matched consensus top-line estimates but missed consensus bottom-line estimates. The company’s revenue growth came in at a decent clip last fiscal quarter, and that trajectory is expected to continue into the current fiscal quarter, according to guidance management announced during Oracle’s latest earnings call. We include Oracle as an idea in the Dividend Growth Newsletter portfolio, and shares of ORCL yield ~1.7% as of this writing. Financial Update In the fiscal third quarter, Oracle’s GAAP revenues grew 4% and its non-GAAP constant currency revenues grew 7% year-over-year. Strong growth at … Read more

Our Favorite Biotech Vertex Pharma Powers Ahead, Leaps 6%+

by

Image: Vertex Pharma continues to soar toward our fair value estimate. By Brian Nelson, CFA  On Wednesday, January 26, Vertex Pharma (VRTX) reported solid fourth-quarter results that showed continued advancement across its clinical pipeline. For background reading on our thesis on the net cash rich, free cash flow generating biotech tied to established cystic fibrosis (CF) therapies and CRISPR technology, please read: “Best Idea Vertex Pharma Boosts Guidance (Again), Buying Back Stock While Awaiting Key Clinical Trials (December 2, 2021)” and “Best Idea Vertex Pharma Marching Forward with Innovative CRISPR Technology” (August 31, 2021).” Following fourth-quarter results, we’re reiterating our $250 per share fair value estimate at this time.   Image: Vertex finished an exciting 2021, and we look forward to … Read more

Dividend Growth Idea UnitedHealth’s Growth Story Expected to Continue

by

Image Shown: Shares of dividend growth idea UnitedHealth Group Inc have surged higher over the past year. The company put up solid performance in 2021 and its guidance for 2022 indicates that its growth trajectory is expected to continue. By Callum Turcan On January 19, UnitedHealth Group Inc (UNH) reported fourth-quarter 2021 earnings that beat both consensus top- and bottom-line estimates. The company’s health insurance business is covered by its ‘UnitedHealthcare’ segment, and its health care provider business is covered by its ‘Optum’ segment. Virtually all of the firm’s revenues come from the U.S. It also reaffirmed its guidance for 2022 in its fourth-quarter earnings report. We continue to be impressed with UnitedHealth and include shares of UNH as an … Read more

Dividend Growth Stocks Soar!

by

Dear members: — We’re watching one of the strongest stock market rallies we’ve seen in some time during the trading session December 7. At the time of this writing, the Dow Jones Industrial Average is up over 500 points, the S&P is up nearly 100, while the NASDAQ is up a tremendous 440+. We continue to like what we see. — Almost every idea in the Best Ideas Newsletter portfolio is up today, led by Chipotle (CMG) +5.9%, PayPal (PYPL) +3.3%, Domino’s (DPZ) +3.1%, Apple (AAPL) +2.9% and Alphabet (GOOG) +2.9%. — We’re loving the moves by Valuentum-style stocks today, and we’re even more excited to report that every idea in the Dividend Growth Newsletter portfolio is advancing today, as shown below. We know … Read more

Valuentum Weekly: Nothing Surprising, Well-Positioned!

by

Image source: Cathie Wood’s flagship ETF, the ARK Innovation ETF (ARKK) has fallen more more than 40% from its 52-week high. This is nothing short of a complete and utter bloodbath for such an actively-managed fund, in our view. We note this for context. We’re not just talking about one or two or five stocks that are down 40% from 52-week highs, but the *entire fund.* Investors have to keep things in perspective. It’s perfectly reasonable within the context of a portfolio to have a few stocks off 10%, 20%, or maybe even 50% from all-time highs. However, if your entire portfolio is down 40%+ from 52-week highs, you’re doing something wrong. Hi everyone: It’s the most wonderful time of … Read more

Bitcoin, U.S. Large Cap Growth, and Technology Continue to Dominate Returns

by

Image source: Seeking Alpha, retrieved November 28 —– Valuentum members have access to our 16-page stock reports, Valuentum Buying Index ratings, Dividend Cushion ratios, fair value estimates and ranges, dividend reports and more. Not a member? Subscribe today. The first 14 days are free.  The Benefits of Premium Membership Sign Up Today. First 14 days FREE!  At Valuentum (val∙u∙n∙tum) [val-yoo-en-tuh-m], we strive to stand out from the crowd. Most investment research publishers fall into a few camps, whether it be value, growth, income, momentum, chartist or some variant of the aforementioned. We think each in its own right holds merit, but the combination of these approaches is even more powerful. After all, stock price movements aren’t just driven by investors of the value or … Read more

Johnson & Johnson Boosts Guidance Again, Posts Great Earnings Update

by

Image Shown: Johnson & Johnson reported strong performance across its three core business operating segments in the third quarter of fiscal 2021. Image Source: Johnson & Johnson – Third Quarter of Fiscal 2021 IR Earnings Presentation By Callum Turcan On October 19, Johnson & Johnson (JNJ) reported third quarter earnings for fiscal 2021 (period ended around the end of September 2021) that missed consensus top-line estimates but beat consensus bottom-line estimates. The healthcare giant also raised its full-year guidance (again) for fiscal 2021 as its ‘Pharmaceutical’ segment is growing at a robust pace, its ‘Medical Device’ segment is steadily recovering from the worst of the coronavirus (‘COVID-19’) pandemic, and its ‘Consumer Health’ segment is holding up well. We continue to … Read more

Dividend Growth Idea UnitedHealth Group Beats Estimates, Raises Guidance (Again)

by

Image Shown: Shares of dividend growth idea UnitedHealth Group Inc moved higher in the wake of its latest earnings report and guidance boost. By Callum Turcan On October 14, the health insurance and health care services provider giant UnitedHealth Group Inc (UNH) reported third-quarter 2021 earnings that beat both consensus top- and bottom-line estimates. The company also raised its full-year earnings guidance (again) for 2021 in conjunction with its latest earnings report, boosting its EPS forecast to $17.70-$17.95 and its non-GAAP adjusted EPS forecast to $18.65-$18.90. Please note that UnitedHealth Group also increased its full-year earnings guidance during the first and second quarters of 2021. Back in December 2020, UnitedHealth Group expected to post $16.90-$17.40 in EPS and $17.75-$18.25 in … Read more

Valuentum Weekly

by

Image: Bitcoin, technology and large cap growth have led the pack the past 5 years while pipeline MLPs, crude oil and energy stocks have fallen way behind. Large cap growth > small cap value. Bonds, non-US stocks continue to lag. The Valuentum Weekly is a brand-new weekly market commentary from Valuentum Securities, released each weekend in digital form. The Valuentum Weekly offers members a weekly synopsis of the markets and major events. It will be straight and to-the-point. Our goal is to deliver to you the latest information and insights. We welcome your feedback on how we can make the Valuentum Weekly as useful and as relevant for you as ever! Takeaways The markets offer investors an asymmetric risk opportunity, … Read more

Johnson & Johnson Beats Estimates, Raises Guidance Once Again

by

Image Source: Johnson & Johnson – Second Quarter of 2021 IR Earnings Presentation By Callum Turcan On July 21, Johnson & Johnson (JNJ) reported second-quarter 2021 earnings that beat both consensus top- and bottom-line estimates. The company (once again) boosted its full-year guidance in conjunction with its latest earnings update as Johnson & Johnson’s business is steadily rebounding from the worst of the coronavirus (‘COVID-19’) pandemic, with an eye towards the ongoing recovery in the sales of its medical devices and related offerings. We include shares of JNJ as an idea in both the Best Ideas Newsletter and Dividend Growth Newsletter portfolios. Its latest earnings report and guidance boost reinforced our favorable view towards the name. Shares of JNJ yield … Read more