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Recent Articles
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Latest Report Updates
Mar 29, 2024
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Check out the latest report updates on the website.
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Dividend Increases/Decreases for the Week of March 29
Mar 29, 2024
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Let's take a look at firms raising/lowering their dividends this week.
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Micron Issues Strong Outlook, Points to Multi-Year Opportunity in AI
Mar 28, 2024
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Image Source: Micron.
Micron operates in the ultra-cyclical semiconductor industry, and while the next few quarters may be robust, we’re cautious on the sustainability of the momentum and pricing health beyond the next few quarters, despite management’s optimism in fiscal 2025. Free cash flow has also been negative during the first six months of its fiscal year, and its net debt position precludes it from being a net-cash-rich, free-cash-flow generating powerhouse like so many other companies in the technology space. All things considered, we liked Micron’s quarterly report and outlook, but it’s not enough for us to pull the trigger on the idea for the Best Ideas Newsletter portfolio.
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Boeing Shakes Up Executive Team
Mar 27, 2024
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Image Source: Kanesue.
We like the shake-up in the executive suite at Boeing, and while there is much work to do to get Boeing back on track to improve relations with the public regarding the safety of their planes following a number of incidents the past few years, we're optimistic the changes will be a means to that end. Boeing continues to benefit from its oligopolistic position in the aircraft making industry, and its backlog of unfulfilled deliveries remains robust. We're not changing our fair value estimate of Boeing as a result of the management shakeup, but we don't have any plans of adding Boeing to any newsletter portfolio at this time either.
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