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Recent Articles
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Domino’s Same Store Sales Growth Beats Expectations
Jul 23, 2025
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Image Source: Domino's.
During the quarter, Domino’s global net store growth was 178, consisting of 30 net store openings in the U.S. and 148 net store openings internationally. Net income in the quarter declined 7.7%, but this was primarily due to an unfavorable charge of $27.4 million associated with the company’s investment in DPC Dash Ltd and a higher effective tax rate. Diluted earnings per share was $3.81 in the second quarter, down from $4.03 in the second quarter of 2024. Net cash provided by operating activities was $366.9 million in the first half of 2025, up from $274.2 million, and free cash flow was $331.7 million in the first half of 2025, compared to $230.5 million in the first half of 2024. We continue to like Domino’s as an idea in the Best Ideas Newsletter portfolio.
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Kinder Morgan Expected to Capitalize on Natural Gas Demand
Jul 20, 2025
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Image Source: TradingView.
Looking to 2025, Kinder Morgan expects net income to be $2.8 billion, up 8% when compared to last year’s tally. Adjusted earnings per share is targeted at $1.27, which is 10% better than the mark achieved in 2024. Kinder Morgan expects to declare dividends of $1.17 per share for 2025, which represents an increase of 2% from dividends declared in 2024. Finally, the pipeline giant has budgeted 2025 adjusted EBITDA of $8.3 billion, up 4% versus 2024, while it plans to end 2025 with a net debt-to-adjusted EBITDA ratio of 3.8 times. We like Kinder Morgan, but don’t include shares in any newsletter portfolio.
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Johnson & Johnson Raises 2025 Guidance
Jul 20, 2025
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Image Source: J&J.
Looking to all of 2025, J&J raised its adjusted operational sales growth target to the range of 3.2%-3.7%, up from 2%-3% previously. Adjusted operational earnings per share for the year is expected in the range of $10.63-$10.73, up from $10.50-$10.70 previously, implying growth of 6.5%-7.5% versus the prior year. In the press release, management noted “significant new product pipeline progress including approval of IMAAVY for generalized myasthenia gravis, priority review for TAR-200, data for CARVYKTI overall survival and progression-free benefits in multiple myeloma, and continuation of the clinical trial for a general surgery robotic system, OTTAVA.” We like J&J, but don’t include shares in any newsletter portfolio.
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Netflix Raises 2025 Revenue and Margin Guidance
Jul 19, 2025
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Image Source: Netflix.
During the second quarter, Netflix generated cash from operating activities of $2.4 billion versus $1.3 billion in the prior-year period. Free cash flow in the second quarter totaled $2.3 billion versus $1.2 billion in the year-ago period. Netflix raised its full year 2025 free cash flow forecast to the range of $8-$8.5 billion from approximately $8 billion due to continued strength in revenue and margin performance. The company ended the quarter with gross debt of $14.5 billion and cash and cash equivalents of $8.2 billion. We liked Netflix’s second quarter and outlook, but we don’t include shares in any newsletter portfolio.
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