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Recent Articles
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Dividend Increases/Decreases for the Week of September 5
Sep 5, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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Republic Services Remains a Cash Cow
Sep 2, 2025
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Image Source: TradingView.
Year-to-date, Republic Services’ cash flow from operations was $2.13 billion while year-to-date adjusted free cash flow was $1.42 billion. Year-to-date, Republic has invested $888 million in acquisitions. Year-to-date cash returned to shareholders was $407 million, consisting of $45 million of buybacks and $362 million of dividends paid. For full year 2025, Republic now expects revenue in the range of $16.675-$16.75 billion and adjusted EBITDA in the range of $5.275-$5.325 billion. Adjusted diluted earnings per share is reiterated in the range of $6.82-$6.90 for the year, while adjusted free cash flow is now targeted in the range of $2.375-$2.415 billion. We continue to like Republic Services in the newsletter portfolios.
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Dividend Increases/Decreases for the Week of August 29
Aug 29, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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Best Buy Puts Up Best Comp Growth in Three Years
Aug 28, 2025
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Image Source: TradingView.
We liked that Best Buy put up its strongest comparable store sales growth in the past three years, with domestic comparable online sales growth of 5.1%, lapping a decline of 1.6% in last year’s quarter. As a percentage of total domestic revenue, online revenue now accounts for 32.8% versus 31.5% last year. For the six month period ended August 2, cash flow from operations was $783 million, while capital spending was $341 million, resulting in free cash flow of $442 million, higher than its cash dividends paid of $403 million over the same time period. Best Buy covers dividends paid while it boasts a net cash position on the balance sheet. Shares yield 5% at the time of this writing.
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