Accenture remains a strong buy as AI integration accelerates, with generative AI bookings surging and robust new partnerships fueling future growth. Q4 results highlight resilience: revenues rose 7%, new bookings growth rebounded, and the book-to-bill ratio of 1.2 signals strong demand despite DOGE spending cuts. Profitability remains solid with expanding margins and EPS growth outpacing revenu...
I track a universe of 50 high-quality dividend growth stocks to identify opportune investments based on valuation and future return potential. As of October 2, 2025, 22 stocks offer attractive future return estimates of at least 10%, with 15 appearing potentially undervalued by my Free Cash Flow model. Top-ranked stocks include MKTX, RMD, MPWR, RACE, and MSCI, each offering strong projected ret...
Accenture is facing challenges from AFS cuts, but solid new bookings and strong FCF (+26% YoY) underscore its operational resilience. The company has fallen 30% year-to-date and is at an all-time low. In FY25, it doubled its GenAI bookings and has already trained 550,000 employees in this area.
The Top 15 High-Growth Dividend Stock list for October 2025 targets a 12% long-term return, despite underperforming SPY and VIG in September. These 15 stocks offer a 1.4% average yield and have grown dividends at 19.1% annually over five years, with many trading at significant discounts. Recent changes include six new additions, with expected long-term CAGRs near 20% based on dividend yield the...
The October 2025 high-yield dividend watchlist highlights 10 stocks with an average forward yield of 3.95% and a projected 19.02% return. This month's selection process lowered the yield threshold to 2.5%, expanding the pool to 69 companies and increasing diversification opportunities. The watchlist has delivered a 15.01% CAGR since inception, outperforming its 12% target and offering higher st...
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