Annual Barrington Research Virtual Spring Investment Conference on May 29, 2025
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About DHI Group, Inc.
DHI Group, Inc. (NYSE: DHX) is a provider of AI-powered career marketplaces that focus on technology roles. DHI's two brands, ClearanceJobs and Dice, enable recruiters and hiring managers to efficiently search for and connect with highly skilled technology professionals based on the skills requested. The Company's patented algorithm manages over 100,000 unique technology skills. Additionally, our marketplaces allow tech professionals to find their ideal next career opportunity, with relevant advice and personalized insights. Learn more at www.dhigroupinc.com. Learn more at www.dhigroupinc.com.
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Is Chipotle Stock a Buy After Its Second-Quarter Earnings?
Key Points Revenue and earnings growth has slowed dramatically amid rising competition and a sluggish economy. As growth slows, investors may question the premium valuation Chipotle has commanded historically. Chipotle's prospects for long-term expansion continue to appear promising. 10 stocks we like better than Chipotle Mexican Grill › Chipotle Mexican Grill (NYSE: CMG) failed to unwrap a strong earnings report when it released its earnings for the second quarter of 2025. The burrito giant experienced a dramatic slowdown in growth, a concerning sign as it has historically commanded a premium valuation. This situation leaves investors in a difficult position. Former CEO Brian Niccol left the company last year to join Starbucks. Although its previous COO, Scott Boatwright, has run the company since then, the verdict is likely still out on his tenure. Chipotle continues to grow as it adds locations, so long-term shareholders have no apparent reason to sell their shares. The question is whether investors should add shares, or is it best for them to stay on the sidelines? Chipotle's Q2 results In the second quarter of 2025, Chipotle generated $3.1 billion, representing a 3% year-over-year increase. That included a 4% decrease in comparable restaurant sales. Hence, revenue grew only because Chipotle added 309 restaurants over the last year, taking the count to 3,839 as of June 30. Unfortunately, these results stand in contrast to Q2 2024, when revenue grew by 18%. The company attributed the decline to negative consumer sentiment and rising competition. In Q2 2025, net income was $436 million, decreasing by about 4% annually. Increases in operating costs, particularly labor, occupancy, and other expenses, weighed on profit growth. Moreover, while investors expected the slowdown, its revenue numbers fell short of estimates. That may partially explain why the stock fell 13% after the release. It has also fallen by one-third since reaching its all-time high in June of last year. Why investors should be concerned Admittedly, even the best growth stocks experience significant retrenchments when on a long-term growth trajectory. Investors often treat such occasions as a buying opportunity, and they have a strong argument for such thinking. The stock is up by more than 5,000% since its 2006 IPO. Additionally, its massive footprint may be just the beginning of its growth. Chipotle believes it can grow to 7,000 restaurants in North America alone. Also, it has begun to establish a presence in three European countries and the Middle East, dramatically increasing its growth potential. Despite its long-term growth, Chipotle's valuation may have made the stock particularly vulnerable. Its 40 P/E ratio is not unusual,, as it has long sold at a premium. Still, with profit growth nearly at a standstill, investors could start to question why they would pay a premium for this stock. If the P/E ratio fell to the 20 range, that in itself would take the stock price down by approximately half. Furthermore, since Chipotle is not a dividend stock, investors may question whether it pays to own this stock under such conditions. Should investors buy Chipotle stock after its Q2 earnings? Given the current state of Chipotle stock, investors should probably refrain from adding shares at this time. Indeed, Chipotle is one of the most successful restaurant stocks in history. That alone likely makes it a hold for long-term investors. Unfortunately for shareholders, investors have little incentive to purchase the stock just now. Competition and a sluggish economy have so significantly impacted sales that it now relies entirely on the rapid expansion of its footprint for revenue growth. Moreover, investors do not collect a dividend, meaning they rely on the stock beating the S&P 500 index to win with holding Chipotle. Thanks to tepid revenue and profit growth, investors no longer have an incentive to pay over 40 times earnings, making near-term pain for the stock more likely. Chipotle remains on track for a massive expansion assuming its restaurants continue to succeed abroad. Nonetheless, the slowdown in growth bodes poorly for its stock in the short term. Until its valuation aligns more closely with its growth rate, it is probably not worthwhile for investors to buy more shares. Should you invest $1,000 in Chipotle Mexican Grill right now? Before you buy stock in Chipotle Mexican Grill, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Chipotle Mexican Grill wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,628!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,063,471!* Now, it's worth noting Stock Advisor's total average return is 1,041% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Will Healy has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Chipotle Mexican Grill and Starbucks. The Motley Fool recommends the following options: short September 2025 $60 calls on Chipotle Mexican Grill. The Motley Fool has a disclosure policy. Is Chipotle Stock a Buy After Its Second-Quarter Earnings? was originally published by The Motley Fool
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Better Dividend Stock: Alphabet vs. AT&T
Key Points Income-seeking investors have a difficult choice between dividend stocks that grow their payouts quickly and those that offer high yields. Alphabet shares offer a minuscule yield at recent prices, but earnings are growing by leaps and bounds. AT&T offers a high yield, but it has been several years since shareholders last saw its quarterly payout grow. 10 stocks we like better than Alphabet › Investors looking to grow their passive income stream with dividend stocks have two basic options. Dividend payers that raise their payouts rapidly tend to offer low yields up front, while higher-yielding stocks tend to increase their payouts slowly, if at all. Right now, Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) and AT&T (NYSE: T) represent opposite ends of the dividend investors' dilemma. Profit that could be used to boost dividend payments are surging for the parent company behind Google and YouTube, but it offers a very low yield. AT&T offers a high yield, but earnings have been rising at a snail's pace. Let's take a closer look at both to see which could be a better fit for your portfolio. 1. Alphabet Last year, Alphabet began a dividend program, and it's already raised the payout once. This April, the company bumped its payout up by 5% to $0.21 per share. While significant, the raise was much smaller than it could probably afford. With a yield of about 0.4% at recent prices, Alphabet is not on many dividend investors' radar. If you have a long time horizon, though, adding this stock to your portfolio could lead to heaps of income generation once you're ready to retire. When viewed on a long-term timeline, earnings per share and dividend payments tend to rise in line with each other. Over the past five years, Alphabet raised earnings per share by a whopping 29.4% annually. The conglomerate's advertising and cloud computing businesses generated around $66.7 billion in free cash flow over the past 12 months. Dividends over the same time frame worked out to less than 15% of the free cash flow available to make the payments. Alphabet was a bit slow to release generative artificial intelligence tools, but strong advantages mean it's likely to own the most popular AI-driven search tools for years to come. Despite Microsoft promoting its Edge browser on everyone's PC, Alphabet's Chrome browser had a global market share of 68% in June, according to Statcounter. Google Search and the Chrome browser are defaults on Alphabet's Android operating system, which runs on 74% of the world's smartphones. With Android and Chrome giving Alphabet access to billions of users and all the data their browsing activity generates, its lucrative advertising business has a good chance to stay on top for the long run. 2. AT&T While profit at Alphabet has been surging, the telecom giant, AT&T, has been lumbering along. Earnings per share over the trailing 12 months are only 15.8% higher than they were five years ago. The spinoff of its media assets a couple of years ago is partly responsible for the lack of growth, and so is the ongoing loss of wireline phone connections. These issues are temporary, but the company's position in America's mobile internet oligopoly is likely to remain intact for many years to come. This gives it a chance to continue growing through sales of its wireless internet and mobility services. AT&T reduced its dividend in 2022, and it hasn't budged since. At recent prices, the stock offers a 4% yield, which is roughly 10 times more than you'd receive from Alphabet. AT&T doesn't have Alphabet's immense cash flow, but it's more than enough to meet its dividend obligation. Free cash flow that reached $19.6 billion over the past 12 months was more than twice what the company needed to meet its dividend obligation. Management expects free cash flow to subside slightly to a little over $16 billion this year, which is still plenty more than necessary to maintain the payout. Business wireline revenue is expected to decline again this year, but AT&T has growth engines pushing in the opposite direction. This year, mobility revenue is expected to grow by 3% or better, plus its consumer broadband products are surging. Second-quarter consumer fiber broadband revenue soared by 18.9% year over year to $2.1 billion and is expected to continue at a similar pace for the rest of 2025. Don't let the proliferation of mobile virtual network operators such as Cricket and Mint confuse you into thinking there's a lot of competition for mobile internet subscribers. After T-Mobile acquired Sprint in 2020, Americans effectively have just three nationwide mobile internet providers to choose from. By revenue, AT&T is firmly in second place. Given the enormous investment required to reach its present position, we aren't likely to see any more competitors able to provide nationwide mobile internet services unless Congress forces one of the big three to break up. Dividends at AT&T probably won't grow quickly, but the company could begin announcing annual payout bumps soon. Earlier this year, it reduced debt to about 2.5 times trailing 12-month EBITDA and initiated a $10 billion share repurchase program. Which is the better dividend stock to buy now? I don't intend to begin leaning on the passive income my dividend stocks generate for at least 20 years. With this in mind, I'm a lot more excited to buy Alphabet. If we project these two companies' rates of earnings growth over the past five years forward, the yield on cost investors receive from Alphabet shares purchased now could surpass the amount they receive from AT&T by 2035. If I were much closer to retirement, I might consider AT&T the better buy. With time to let the payout grow, though, I'd be better off over the long run with shares of Alphabet. Should you invest $1,000 in Alphabet right now? Before you buy stock in Alphabet, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Alphabet wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,628!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,063,471!* Now, it's worth noting Stock Advisor's total average return is 1,041% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Cory Renauer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet and Microsoft. The Motley Fool recommends T-Mobile US and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Better Dividend Stock: Alphabet vs. AT&T was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
14 minutes ago
- Yahoo
This Brilliant New Technology Could Drive Taiwan Semiconductor to Become a $3 Trillion Company
Key Points Taiwan Semiconductor is set to launch a 2nm chip later this year. The demand for this new technology outpaces demand for previous generations. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Taiwan Semiconductor (NYSE: TSM) is currently valued at around $1.25 trillion, making it the ninth-largest company in the world. Normally, investors don't expect these large companies to produce outstanding growth, as the larger a business gets, the more difficult it becomes for it to grow. However, TSMC has monster growth projections on the table, as well as a new technology that could drive shares much higher. Rising from today's $1.25 trillion valuation to a $3 trillion valuation would require a 140% return. However, management believes there's plenty of growth in store for Taiwan Semiconductor to meet this threshold. Taiwan Semiconductor's new chip technologies will push its stock higher Taiwan Semiconductor is the world's leading semiconductor foundry. Its business strategy is to offer its clients best-in-class chip production technologies, and not compete against them. This business model has worked out incredibly well for TSMC, and its customer list ranges from Nvidia to Apple to Tesla. If you have a cutting-edge technology device, it's likely that it contains a chip manufactured by Taiwan Semiconductor. One of the reasons TSMC established itself at the top of its industry is its dedication to driving the next greatest innovation. In recent chip launches, Taiwan Semiconductor outpaced its peers by offering the most advanced technology available first. That doesn't seem to be changing, as it has some promising technology in the pipeline. Later this year, Taiwan Semiconductor is expected to launch its N2 chip node, indicating 2nm (nanometer) spacing between traces. The pre-launch demand for the N2 node exceeds that of the 3nm and 5nm offerings. This is big news for Taiwan Semiconductor, as the improvements this generation offers are substantial enough that many companies are designing their products around this new technology. The biggest improvement the N2 offers its users is energy efficiency. This has implications for the smartphone industry, with longer-lasting phones being more desirable. Additionally, the energy consumption of AI computing devices to run generative AI prompts is becoming a front-and-center topic. When N2 chips are configured at the same processing speed as 3nm chips, they consume 25% to 30% less energy. That's a massive improvement, and the energy savings from these chips may warrant upgrading to new computing units. Beyond its N2 launch, the company is slated to bring its A16 chip (1.6nm) to market in 2026. The A16 is expected to achieve an energy consumption improvement of 15% to 20% on top of the N2. A14 is the next technology TSMC is working on, but it won't reach production until 2028, so there's quite a bit of time between now and the scheduled launch date. Still, these technologies will drive further growth for TSMC and potentially propel it to a $3 trillion valuation mark in a fairly short timeframe. Taiwan Semi's management projects monster growth over the next five years Management projects that, starting with 2025, its revenue will rise at nearly a 20% compound annual growth rate (CAGR) over the next five years. However, management has exceeded its own guidance every quarter this year, so it shouldn't surprise investors to see this projection increase. Should TSMC grow its revenue at a 20% CAGR, that would indicate nearly 150% growth, above the threshold needed for TSMC to rise to a $3 trillion valuation point. Additionally, Taiwan Semiconductor isn't an expensive stock, at least compared to the broader market. At 24.6 times forward earnings, TSMC is only slightly more expensive than the S&P 500, which trades at 23.8 times forward earnings. With a reasonable price tag and a fairly clear growth strategy, I think Taiwan Semiconductor is about as no-brainer a stock pick as it gets in today's market. Should you invest $1,000 in Taiwan Semiconductor Manufacturing right now? Before you buy stock in Taiwan Semiconductor Manufacturing, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Taiwan Semiconductor Manufacturing wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,628!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,063,471!* Now, it's worth noting Stock Advisor's total average return is 1,041% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Keithen Drury has positions in Nvidia, Taiwan Semiconductor Manufacturing, and Tesla. The Motley Fool has positions in and recommends Apple, Nvidia, Taiwan Semiconductor Manufacturing, and Tesla. The Motley Fool has a disclosure policy. This Brilliant New Technology Could Drive Taiwan Semiconductor to Become a $3 Trillion Company was originally published by The Motley Fool
