The VictoryShares Free Cash Flow Growth ETF is a passively managed ETF focused on FCF-rich companies with convincing FCF growth prospects. I upgraded it to a Buy in June, and I maintain this rating today. GFLW has outperformed the market since December 2024. Since the beginning of the year, it has beaten most of its peers in the Large Growth subclass.
Chord's 2Q2025 revenues declined due to lower fossil fuel prices, but production volumes remained stable and cost controls were effective. Despite a drop in FCF margin to 14.83%, cash from operations increased, resulting in an attractive P/CF ratio of 3.55x. My conservative DCF valuation uses a high 10% WACC and modest growth assumptions, providing a strong margin of safety.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does First Commonwealth Financial (FCF) have what it takes?
Antero is dealing with weaker near-term natural gas prices and is projected to end 2025 with a bit over $800 million in free cash flow. This is down $350 million since I looked at it in early June. However, Antero has made some incremental gains in terms of capital efficiency and is also now not expected to pay material cash income taxes until 2028.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does First Commonwealth Financial (FCF) have what it takes?
PAAS posts record cash flow and hikes dividend as it readies a $500M MAG Silver acquisition to boost production and cut costs.
Antero Midstream reached a new high in Q2 2025 with low-pressure gathering volumes. It increased its 2025 guidance by $25 million due to cost savings plus volume growth expectations. Antero Midstream may generate around $300 million in free cash flow after dividends for 2025.
Occidental Petroleum is undervalued after recent share price declines, despite strong cash flow and efficient operations supporting robust shareholder returns. The company has aggressively reduced debt, improved operational efficiency, and expects significant free cash flow growth through 2027, even at low oil prices. Innovative projects like Stratos position Occidental for future decarbonization opportunities, adding long-term value beyond traditional oil production.
Gannett and Nabors Industries are viewed as deeply undervalued, with free cash flow yields exceeding 50% and significant upside potential from ongoing transformation plans. Tutor Perini delivered a 400%+ return since purchase and was sold as it approached fair value, with proceeds reallocated to higher-potential underperformers. JELD-WEN and Nabors Industries, despite recent share price declines, offer compelling long-term value due to transformation initiatives, cost reductions, and strong liquidity positions.
KGC's record Q2 free cash flow powers major project investments, with the stock surging 86% year to date.
NYMT, TRTX and FCF made it to the Zacks Rank #1 (Strong Buy) income stocks list on August 4, 2025.
Western Digital remains a buy, as its pure-play HDD business delivers >30% growth, fueled by strong AI-driven datacenter demand post-Flash spin-off. Disciplined supply management and stable pricing have driven healthy gross margins, reducing historical boom-bust cycles and supporting robust free cash flow. Q4 results exceeded expectations with 30% revenue growth, surging cloud/data center shipments, and rapid technological advancements in HDD products.