Casey's General Stores is up 25,540% since 1990.That's a 16.7% return every year. For 36 years.And doesn't include dividends. https://t.co/PUa7ARWC8V ...

Core Viewpoint - Automatic Data Processing (ADP) has raised its quarterly dividend by 10% to $1.70 per share, marking the company's 50th consecutive year of dividend increases, placing it among an elite group of companies known as Dividend Kings [1]. Dividend Growth - The new quarterly dividend of $1.70 per share translates to an annual run rate of $6.80, yielding approximately 3.0%. This represents a 2,128% increase from the annual dividend of $0.305 in 1999, with a compound annual growth rate of about 12.5% over 27 years [1]. - Over the past five years, ADP's dividend has grown at an annual rate of 12% [1]. Business Model Stability - ADP's business model is characterized as recession-resistant, processing payroll for over 1.1 million clients across more than 140 countries, ensuring a stable revenue base [1]. - The company has maintained dividend growth through various economic downturns, including the 2008 financial crisis and the 2020 pandemic [1]. Dividend Safety - In fiscal 2025, ADP generated $4.8 billion in free cash flow against $2.4 billion in dividend payments, resulting in a free cash flow payout ratio of 50.3%, which is below the 70% threshold considered elevated [1]. - The dividend was covered 1.99 times by free cash flow, and the earnings-based payout ratio is approximately 61% based on trailing twelve-month EPS of $10.41 and an annual dividend of $6.32 [1]. - Recent quarters have shown adjusted EBIT margins expanding to 26.0%, up 80 basis points year over year [1]. Conclusion for Income Investors - ADP's combination of a 50-year dividend growth streak, a sustainable payout ratio, and a recession-resistant business model positions it as a reliable dividend payer in the market, appealing to income-focused investors and retirees [1].

Core Viewpoint - The article emphasizes the importance of fundamental analysis in identifying undervalued companies with long-term growth potential, advocating for a value investing approach that focuses on purchasing quality companies at a discount to their intrinsic value and holding them for extended periods to maximize earnings and shareholder returns. Group 1 - The investment strategy combines value investing principles with a focus on long-term growth [1] - The approach involves buying quality companies at a discount to their intrinsic value [1] - The goal is to allow companies to compound their earnings and shareholder returns over time [1]

Corporate Earnings - Oracle (ORCL) is set to report its fiscal second-quarter results, with shares down nearly 30% from their September record, raising investor concerns regarding its aggressive AI strategy and a $300 billion deal with OpenAI [5] - Broadcom is expected to deliver year-over-year earnings growth on higher revenue for the quarter ended October 2025, with actual results being a key driver for the stock [6] - Costco is anticipated to post year-over-year earnings growth on higher revenue for the quarter ended November 2025, with consensus expecting earnings to rise 9.2% next year from $18.03 to $19.69 per share, alongside reported quarterly revenue growth of 8.1% to $86.16 billion and net income climbing over 11% to $2.61 billion [7] Economic Indicators - The Federal Reserve's upcoming meeting on December 10 is crucial, with a split among FOMC voters regarding an interest-rate cut, marking a level of division not seen since 2019 [8] - The Personal Consumption Expenditures (PCE) report showing cooling inflation has reinforced expectations for a rate cut, while U.S. consumer sentiment has improved in December [8] Earnings Outlook - S&P Capital forecasts a 6.7% year-over-year growth in S&P 500 earnings for the fourth quarter, a slowdown from the 15% gain in Q3, with the information-technology sector expected to lead with a 22.5% increase [11] - For the full year, S&P Global projects an 11% earnings growth for S&P 500, followed by gains of 13.4% in 2026 and 14.6% in 2027 [12]

Core Insights - Convenience retailers prioritize growth through acquisitions, as it allows for rapid brand establishment in new areas and immediate new-store growth [1] Industry Overview - Major retailers like 7-Eleven, Alimentation Couche-Tard, and Casey's General Stores are well-known for their acquisition strategies, but smaller regional players are also actively pursuing acquisitions [2] Company Case Study: K&G Petroleum - K&G Petroleum operates approximately 70 convenience stores in Colorado and Nevada and has made four acquisitions since 2021, targeting packages of 5 to 25 stores [3][4] - The company aims for acquisitions that allow better integration and strategic definition, as stated by its CFO [5] Acquisition Process - K&G Petroleum conducts thorough due diligence when considering new acquisitions, evaluating geography, competitive landscape, and regulatory factors [6] - The team assesses current store volumes and potential performance within their network [6] - Observational tactics include monitoring customer traffic and store conditions, such as lighting and product setups, to gauge potential success [7]

Core Insights - Casey's General Stores has become the third-largest convenience store chain in the U.S. by targeting small towns, particularly in the Midwest [1][2] - The company operates 72% of its stores in communities with populations under 20,000, which are considered "underserved" markets [2] - Casey's is known for its food service, especially its pizza, which is made from scratch daily, contributing to its success [3] Financial Performance - In the fiscal first quarter of 2026, Casey's net profits increased by 19.5% year-over-year, while total inside sales grew by 14.2% [4] - The company's stock has appreciated over 190% since September 11, 2020 [4] Expansion Strategy - Casey's has been expanding through new store openings and acquisitions, including the recent purchase of Fikes Wholesale for $1.15 billion, marking its largest acquisition to date [5] - This acquisition allows Casey's to enter new markets in Alabama and Florida and expand its presence in Texas [5] - The convenience store sector is experiencing increased competition, which may impact future growth [5]

Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cra America.I'll be with my friends. I'm just trying to make a little bit of money. My job is not just to entertain you, but to educate and teach you.So call me at 1800743 CBC. Tweet me at Jim Kramer. On Wall Street, we've all been conditioned to believe that good news is bad news and vice versa.Then if the economy's too strong, we can expect the Federal Reserve will raise interest rates bad for growth and if economy is weak enough, the Fed will cut rates. G ...

Core Insights - Casey's General Stores ended its fiscal year positively, exceeding analyst expectations with strong fourth-quarter earnings [2][7] - The company is rapidly expanding, nearing 3,000 stores across 19 states, with significant acquisitions and new site developments [3][6] Financial Performance - Casey's reported a net income of $98.3 million for the quarter ended April 30, up from $87 million in the prior year, translating to $2.63 per share compared to $2.34 per share [7] - Revenue increased by 11% to $3.99 billion, surpassing estimates of approximately $3.93 billion [8] - Inside same-store sales rose by 1.7%, driven by strong performance in bakery and prepared food categories [8][11] Expansion Strategy - The company plans to open at least 80 new stores in fiscal 2026, aiming for a total of approximately 500 new stores over three years [6] - The acquisition of Fikes Wholesale for $1.145 billion included 198 stores and a fuel terminal, enhancing Casey's operational capacity in Texas [4][5] Market Position - Casey's operates primarily in small towns, with about two-thirds of its stores located in areas with populations of 20,000 or fewer [9] - The company has a strong balance sheet, owning nearly all its assets, which contributed to a stock value increase of over 10% following the positive results [10]

Core Insights - Safety Shot, Inc. anticipates a 1000% increase in annual revenue for 2025 compared to 2024 following the acquisition of Yerbae Brands Corp. [1] - The acquisition is expected to enhance Safety Shot's market position by leveraging Yerbae's retail presence, distributor network, and innovative product offerings [1][2]. Retail Expansion - Yerbae has established a strong retail presence, including partnerships with North America's largest club store retailer, Kroger, and Sprouts Farmers Market, which will contribute to Safety Shot's growth [2][3][4]. - Yerbae's products are now authorized in over 1,200 Kroger locations across 22 states, with significant placements expected to increase in 2025 [3]. - Sprouts Farmers Market is expanding Yerbae's portfolio with a new SKU across 419 stores, following a 45.2% dollar growth in the previous year [4]. Distribution Network - Yerbae's distribution network is expanding through partnerships with various distributors, enhancing its reach in the Caribbean and West Coast ports [10]. - The company has secured placements in over 340 national accounts, including major corporations like Google and Spotify, further broadening its market access [15]. Product Innovation - Safety Shot's flagship product, Sure Shot, is a patented wellness product designed to lower blood alcohol content while enhancing clarity and energy [11]. - Yerbae's beverages are marketed as zero calorie, zero sugar, and non-GMO, appealing to health-conscious consumers [12][13].

Core Insights - Convenience stores (C-stores) are increasingly capturing market share from grocery and fast-food chains, leading to heightened investor interest in the net-lease market [1] - The convenience store industry is evolving to meet changing consumer needs, driven by smaller households, urban locations, and shifting food preferences [2] C-Store Product Mix Drives Growth - C-stores have transitioned from fuel and snack retailers to quick-service food and grocery alternatives, with prepared food sales rising by 12.2% year-over-year [3] - 56% of consumers now view C-stores as viable substitutes for fast-food chains, indicating a significant shift in consumer perception [3] - Despite narrow profit margins of around 5% to 7%, high product turnover and steady consumer visits make C-stores a reliable income source for investors [3] Changing Real Estate Needs - As C-stores expand food service offerings, their real estate needs are evolving, with chains investing in larger formats to accommodate food preparation areas [5] - Many operators are returning to urban centers and exploring non-traditional spaces, such as college campuses and downtown locations, creating new opportunities for real estate investors [5] Investment Opportunities for C-Stores - The sector is experiencing significant consolidation, with major players like 7-Eleven planning to open 500 new stores in the U.S. and Canada by 2027 [6] - Regional chains such as Wawa, Sheetz, and Buc-ee's are also expanding into new markets, providing opportunities for investors to acquire properties with stronger tenant profiles and predictable cash flows [6] Stability and Future of C-Stores - C-stores are characterized by convenient locations, long-term leases (up to 20 years), and low vacancy rates, making them a stable investment option in the net-lease market [7] - The ongoing transformation of C-stores, coupled with economic trends like inflation and rising grocery costs, positions them as a key asset class for investors [8] - A new generation of consumers focused on health, value, speed, and convenience further enhances the attractiveness of C-stores for investment [9]