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Recent Articles
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Earnings Roundup: V, INTC, HUM, PYPL
Jan 28, 2024
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Image: Visa’s operating margins are phenomenal. Image Source: Visa.
Visa's first-quarter fiscal 2024 results were solid, and the firm noted that consumer spending remains resilient, paving the way for what we think will be a strong year. Intel's outlook for 2024 left a lot to be desired, and its balance sheet coupled with free cash flow burn should give more conservative investors pause. Humana's earnings outlook for 2024 spoke of considerable cost pressures, and we think this is yet another data point that the near term will be difficult for many health insurers as pent-up demand for procedures delayed during the pandemic begin to materialize. PayPal's stock remains in the dog house, and while its recently-announced innovations are great, consumer sentiment remains poor on the name.
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Dividend Increases/Decreases for the Week of January 26
Jan 26, 2024
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Let's take a look at firms raising/lowering their dividends this week.
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Earnings Roundup: TSLA, NEE, IBM, CMCSA, NOW
Jan 25, 2024
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Image: The Model Y was the best-selling vehicle globally in 2023. Image Source: Tesla.
Tesla missed fourth-quarter results, and while the firm continues to generate robust free cash flow with a solid net cash position, uncertainty surrounding the name looms. NextEra makes the cut for ESG investors, and its earnings outlook for the next few years remains robust, even if its dividend growth may slow. IBM is back in growth mode, and the firm is looking to capitalize on watsonx and generative AI. Comcast has a lot of things going for it, and the firm's robust free cash flow generation suggests that future dividend growth will be robust, despite its lofty net debt position. ServiceNow continues to deliver for investors, and it continues to grow at a robust pace.
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Earnings Roundup: NFLX, ASML, T, ABT
Jan 24, 2024
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Image: Netflix’s substantially improved free cash flow has made it a clear winner in the streaming wars. Image Source: Netflix.
Netflix has won the streaming wars and continues to throw off material free cash flow as it lands incremental deals, the latest for WWE Raw. ASML is one of the most prolific innovators in the semiconductor industry, and its quarterly net bookings in the fourth quarter reveal an exciting future, even as revenue is forecast to be flat in 2024. AT&T's earnings outlook for 2024 disappointed, and rising capital spending will pressure free cash flow in 2024. Dividend King Abbott Labs continues to drive strong organic growth rates, exclusive of COVID-19 related weakness, and we expect years of future dividend growth at the company.
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