Top TTAI Holding Novo Nordisk Nearly Doubles Free Cash Flow in 2022
Novo Nordisk nearly doubled its free cash flow in 2022 from 2021. The Danish pharmaceutical company announced at the beginning of the month that its free cash flow last year was 57.4 billion Danish kroner ($8.37 billion), compared to 29.3 billion Danish kr...
TTAC Holding Sylvamo Reports Strong Free Cash Flow for 2022
Sylvamo (NYSE: SLVM), aka “the world’s paper company,” delivered strong free cash flow “despite global supply chain challenges and unprecedented input cost inflation,” said Chairman and CEO Jean-Michel Ribiéras during the company’s earnings call. The company reported ...
Capitalize on IBM’s Growing Free Cash Flow Through TTAC
IBM’s free cash flow is on the rise. The tech giant reported that it generated $9.3 billion of free cash flow in 2022, an increase of $2.8 billion from 2021. And in 2023, IBM expects to grow free cash flow to roughly $10.5 billion, up $1.2 billion from 2022.
During IBM...
ExxonMobil Ends 2022 Flush With Free Cash Flow
ExxonMobil (XOM) announced in its full-year 2022 results that its annual free cash flow reached $62.1 billion in 2022, an increase of nearly $23 billion, or 64%, from 2021. Meanwhile, ExxonMobil’s cash flow from operating activities was nearly $77 billion for the ye...
Spotlights and Rankings January 2023
In the January 2023 edition of the FCF Spotlights and Rankings report, we dive into the semiconductor industry to spotlight how our Free Cash Flow Profitability models can help investors identify when to enter, overweight, exit or avoid positions.
Advanced Micro Device...
Spotlights and Rankings December 2022
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Focus on Free Cash Flow Over Big Tech Earnings With TTAC
Stocks tumbled on Monday as investors wait to see how several big tech firms fared for the final quarter of 2022. This week, Facebook parent Meta Platforms, Apple, Amazon, and Google parent Alphabet are set to report their quarterly earnings.
Considering that stocks al...
TTAC Underweight Big Tech as it Follows the Free Cash Flow
Big tech had a rough 2022. While the S&P 500 ended the year down 20%, the tech-heavy Nasdaq Composite dropped 34%, while tech giants like Microsoft, Google parent Alphabet, and Amazon saw their stock prices fall 28%, 39%, and 51% for the year, respectively.
In a webina...
Consider DFRA as Confidence in Housing Market Rises
While mortgage rates are double what they were a year ago, home prices have been falling since June, slightly boosting consumer confidence in the housing market. Fannie Mae’s Home Purchase Sentiment Index increased 3.7 points in December, slightly above its all-time low s...
Q1 2023 Webinar: Focus on Free Cash Flow for Resilience
In short, 2022 was a very difficult year to navigate as relationships and trends that investors have come to rely on either broke down, or worse reversed. E.g. The correlation between Big Tech and US equities.
FCF Advisors CIO and Portfolio Manager (TTAC, TTAI) , Bob S...