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The shares of these two utilities has moved up sharply in the last year. That’s partly because new datacentres will need large amounts of electricity to power artificial intelligence applications. That should continue to spur their earnings and dividends. However, we still prefer Alliant for your new buying due to its lower reliance on coal.


ALLIANT ENERGY CORP....
IDEXX LABORATORIES INC. $458 is a hold. The company (Nasdaq symbol IDXX; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 81.3 million; Market cap: $37.2 billion; Price-to-sales ratio: 9.8; No dividends paid; TSINetwork Rating: Average; www.idexx.com) makes equipment that veterinarians use to detect disease in animals.


In the fourth quarter of 2024, Idexx’s sales rose 5.8%, to $954.3 million from $901.6 million a year earlier....
In response to rising consumer demand more healthful foods, Mondelez and Campbell’s are reformulating their products with new ingredients. While that will add to their costs, it should also help drive their long-term sales. Moreover, their strong brands make it easier for them to pass along those higher costs to customers.


MONDELEZ INTERNATIONAL INC....
FEDEX CORP. $256 is a buy. The package delivery firm (New York symbol FDX; Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 240.9 million; Market cap: $61.7 billion; Price-to-sales ratio: 0.7; Dividend yield: 2.2%; TSINetwork Rating: Average; www.fedex.com) plans to spin off FedEx Freight as a separate company....
PAYPAL HOLDINGS INC. $72 is a buy, but only for aggressive investors. The company (Nasdaq symbol PYPL; Aggressive Growth Portfolio, Finance sector; Shares outstanding: 989.2 million; Market cap: $71.2 billion; Price-to-sales ratio: 2.4; No dividends paid; TSINetwork Rating: Above Average; www.paypal.com) processes online transactions on millions of websites, including purchases made on the sites of its former parent company eBay Inc....
These three legacy technologies continue to invest heavily in new artificial intelligence products and services. That should drive their earnings higher in the next few years. For now, we feel IBM currently offers investors a better combination of AI growth and value than do Apple and Intel.


APPLE INC....
KEYSIGHT TECHNOLOGIES INC. $160 remains a buy for aggressive investors. The company (New York symbol KEYS; Aggressive Growth Portfolio, Manufacturing sector; Shares outstanding: 172.9 million; Market cap: $27.7 billion; Price-to-sales ratio: 6.0; No dividend paid; TSINetwork Rating: Average; www.keysight.com) makes an array of devices for testing electronic equipment.


Thanks to better demand from clients in the telecommunications, aerospace and defence industries, the company’s revenue in its fiscal 2025 first quarter, ended January 31, 2025, rose 3.1%, to $1.30 billion from $1.26 billion a year earlier....
Alphabet’s class A shares hit a new all-time high of $207 in February 2025, but they have dropped 16% since then. The decline is largely due to the company’s plan fpr a 40% increase in spending on new datacentres (to power its artificial intelligence products).


However, these outlays will help Alphabet compete with other AI offerings from rival online platforms....

You Can See Our Income-Growth Dividend Payer Portfolio for March 2025 Here.


You can’t fake a record of dividends....
ENBRIDGE INC. $60 is a buy. The company (Toronto symbol ENB; Income-Growth Payer Portfolio, Utilities sector; Shares outstanding: 2.2 billion; Market cap: $132.0 billion; Dividend yield: 6.3%; Dividend Sustainability Rating: Highest; www.enbridge.com) operates pipelines that pump oil and natural gas from Western Canada eastward as well as to the U.S....