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Recent Articles
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Dividend Increases/Decreases for the Week of March 7
Mar 7, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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Enterprise Products Partners Remains a Key Idea
Mar 3, 2025
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 Image: Enterprise Products Partners units have fared well since the beginning of 2023.
Enterprise generated ~$2.4 billion in net cash provided by operating activities in the fourth quarter, while capital investments were ~$2 billion, resulting in non-GAAP free cash flow of $393 million. For 2025, organic growth capital investments are expected in the range of $4-$4.5 billion, while sustaining capital expenditures are expected to be $525 million. At the end of 2024, Enterprise had total debt principal outstanding of $32.2 billion and consolidated liquidity of roughly $4.8 billion. We continue to like Enterprise as an idea in the High Yield Dividend Newsletter portfolio.
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Home Depot Impacted By Higher Interest Rate Environment, Raises Dividend
Mar 3, 2025
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 Image: Home Depot’s shares have done well since the beginning of 2023.
Home Depot expects total sales growth of roughly 2.8% for fiscal 2025, which has one less week than fiscal 2024. For fiscal 2025, comparable sales growth is targeted at approximately 1% for the comparable 52-week period. Management expects to open 13 new stores, while diluted earnings per share is expected to decline approximately 3% from $14.91 in fiscal 2024. Adjusted diluted earnings per share is targeted to decline roughly 2% from $15.24 in fiscal 2024. Home Depot announced it approved a 2.2% increase in its quarterly dividend to $2.30 per share, which equates to an annual dividend of $9.20 per share and marks the 152nd consecutive quarter the company has paid a dividend. Shares yield 2.3% at the time of this writing and remain an idea in the Dividend Growth Newsletter portfolio.
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Dividend Increases/Decreases for the Week of February 28
Feb 28, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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