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Recent Articles
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Albemarle Targets Positive Free Cash Flow for 2025
Sep 8, 2025
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Image Source: TradingView.
For the first half of 2025, Albemarle’s cash flow from operations increased $73 million to $538 million, and as management noted, the company expects to achieve positive free cash flow for the full year 2025 assuming current lithium market pricing persists. Albemarle reduced its capital expenditure outlook to the range of $650-$700 million. Assuming $9/kg LCE average lithium market price for 2025, net sales is targeted in the range of $4.9-$5.2 billion, with adjusted EBITDA in the range of $0.8-$1 billion. Albemarle exited the quarter with estimated liquidity of approximately $3.4 billion. We like Albemarle’s upside potential from here, as operations remain depressed from low lithium pricing. The company remains an idea in the ESG Newsletter portfolio.
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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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View Current and Archived Dividend Growth Newsletters
Aug 31, 2025
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View previous editions of the Dividend Growth Newsletter in this article. At Valuentum, we seek to deliver to our subscribers the best dividend growth ideas, and our Dividend Growth Newsletter does just that for dividend growth investors. The Dividend Growth Newsletter portfolio puts into practice our rigorous valuation and dividend growth frameworks. The Dividend Growth Newsletter portfolio is generally found on page 5 of each edition.
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Valuentum's Dividend Growth Newsletter Portfolio
Aug 31, 2025
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We disclose the holdings of the Dividend Growth Newsletter portfolio in this article. This portfolio can always be found in each edition of the monthly Dividend Growth Newsletter.
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