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Recent Articles
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Amazon's Second Quarter Results Were Mixed But Free Cash Flow Improved Significantly
Aug 7, 2024
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Image: Amazon traded aggressively lower following its second-quarter results.
Though Amazon missed second-quarter revenue consensus estimates, and the midpoint of its third-quarter revenue and earnings guidance came in below the consensus forecasts at the time, we continue to point to aggressive growth at AWS coupled with the firm’s strong free cash flow generation as reasons to not be bearish on the stock. We won’t be adding Amazon to any newsletter portfolio as we are already quite tech-heavy, but the company’s share price slide could provide an entry point on a name with strong fundamental momentum.
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What to Do During This Market Selloff
Aug 4, 2024
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In short, nothing.
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Apple Beats Expectations, Remains a Free Cash Flow Cow
Aug 2, 2024
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Image: Apple’s shares have done quite well since the beginning of 2022.
We liked Apple’s calendar second quarter (fiscal third quarter) results, as the firm outpaced consensus expectations for both Products and Services revenue. Apple’s balance sheet remains pristine, and its strong free cash flow easily covers its dividend. The company continues to buy back stock, and while there were pockets of weakness in the quarterly report, including revenue in Greater China, we like the company’s positioning in artificial intelligence, as we await a strong upgrade cycle for its next-generation iPhone. Shares yield 0.5% at the time of this writing.
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Dividend Increases/Decreases for the Week of August 2
Aug 2, 2024
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Let's take a look at firms raising/lowering their dividends this week.
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