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Recent Articles
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IBM Expects to Generate $13.5+ Billion in Free Cash Flow in 2025
Jul 29, 2025
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Image Source: TradingView.
Year-to-date, IBM’s net cash from operating activities was $6.1 billion, with free cash flow coming in at $4.8 billion. IBM ended the second quarter with $15.5 billion of cash and marketable securities against debt, including IBM Financing debt of $11.7 billion, of $64.2 billion, up $9.2 billion year to date. Looking to full year 2025 expectations, IBM continues to expect constant currency revenue growth of at least 5%, and the firm now expects to generate more than $13.5 billion in free cash flow for the full year. We like IBM’s focus on free cash flow, but we don’t include shares in any newsletter portfolio.
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Dividend Increases/Decreases for the Week of July 25
Jul 25, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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Chipotle Now Expects Flat Comps for 2025
Jul 24, 2025
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Image Source: Valuentum.
Looking to 2025, Chipotle now expects flat full year comparable restaurant sales (was low to mid-single digits) and plans to open 315-345 new company-owned restaurants with over 80% having a Chipotlane. We like Chipotle’s long-term restaurant growth potential and believe its negative comps registered in the second quarter are temporary. Shares remain an idea in the Best Ideas Newsletter portfolio.
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Alphabet Puts Up Excellent Second Quarter Results
Jul 24, 2025
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Image Source: TradingView.
In Alphabet’s second quarter, total operating income increased 14%, as its operating margin came in at 32.4% benefiting from strength in the top line and “continued efficiencies in the expense base." Net income increased to $28.2 billion, up from $23.6 billion in the same quarter of 2024, while diluted earnings per share increased to $2.31 from $1.89 in the year-ago period. Alphabet ended the quarter with $95.1 billion in total cash and marketable securities and long-term debt of $23.6 billion. Through the first six months of the year, free cash flow was $24.3 billion. We like Alphabet as one of the top ideas in the Best Ideas Newsletter portfolio.
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