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Recent Articles
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Oracle Expects Increased Revenue Growth Throughout Fiscal 2025
Sep 10, 2024
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Image: Oracle’s shares have performed quite well during the past couple years.
Oracle remains a key idea in both the Dividend Growth Newsletter portfolio as well as the ESG Newsletter portfolio, and its fiscal first quarter results support our bullish take on the name. Though Oracle has a rather large net debt position, free cash flow remains robust, while the company capitalizes on its total remaining performance obligations, which advanced 53% in the quarter on a year-over-year basis. We liked the commentary about revenue growth to accelerate throughout fiscal year 2025, and we point to the high end of our fair value estimate range ($178 per share) for shares.
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Latest Report Updates
Sep 9, 2024
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Check out the latest report updates on the site.
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Broadcom Misses with Guidance for Its Fiscal Fourth Quarter
Sep 8, 2024
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Image: Broadcom’s shares fell after the company issued fiscal fourth quarter guidance that came up short with respect to the consensus estimate.
Looking to the fourth quarter of fiscal 2024, Broadcom expects revenue of approximately $14 billion, and fourth-quarter adjusted EBITDA of approximately 64% of projected revenue, or $8.96 billion. Though the firm’s revenue guidance for the fourth quarter wasn’t poor, it did come in lower than the $14.13 billion that the Street was expecting, and shares were punished as a result. We’re not reading much into one quarterly report, however, and we maintain that trends in artificial intelligence are prolific.
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Dividend Increases/Decreases for the Week of September 6
Sep 6, 2024
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Let's take a look at firms raising/lowering their dividends this week.
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