Makhbubakhon IsmatovaStock market investing is sometimes referred to as a giant casino, in which day to day price movements are hard to predict, due to the multitude of variables and external events that can influence prices. Unlike the casino, however, the market is not a zero-sum game, unless if you’re trading options because so long as you’re willing to play the long game, your win doesn’t have to equate to someone else’s loss, and vice versa. That’s why I’d much rather put capital to work and risk i ...

These stocks all yield more than 3%.Dividend stocks haven't been taking off these days, and that's in part due to high interest rates. When investors can get healthy returns from low-risk, interest-paying assets, the case for buying dividend stocks is naturally less appealing. But the good news for long-term investors is that this means stock prices for some solid dividend stocks are low, and there are some enticing deals available right now.Bristol Myers Squibb (BMY -0.71%), Cisco Systems (CSCO 1.33%), and ...

文章核心观点 - 辉瑞和百时美施贵宝虽过去几年表现落后于市场，但两只股票值得本月买入，适合投资期限超五年的投资者 [1] 辉瑞 - 市场对辉瑞新冠疫苗市场初期成功反应过度，2020年末和2021年股价涨幅过大过快，如今新冠相关销售暴跌，市场或再次反应过度致股价持续下跌，但公司前景在改善 [2] - 过去几年辉瑞对产品线和研发管线进行重大改造，新获批速度超同规模同行，通过一系列收购拥有丰富多样临床资产组合 [2] - 辉瑞以430亿美元收购癌症专科公司Seagem，计划到2030年在肿瘤领域拥有8款重磅药物，目前有5款但部分销售额下降，计划到本十年末研发和推广超30亿美元癌症药物 [3] - 辉瑞与BioNTech合作开发更多mRNA产品，包括处于后期研究的潜在新冠/流感组合疫苗，还与Flagship Pioneering合作，首先瞄准快速增长的减肥领域 [3] - 辉瑞过去几年举措得益于新冠市场成功，鉴于研发管线深度，公司将持续取得临床和监管胜利，虽短期不稳定，但能扭转局面为有耐心投资者带来丰厚回报，当前价位适合长期投资者 [4] 百时美施贵宝 - 近几个季度百时美施贵宝营收增长缓慢，畅销药阿哌沙班和欧狄沃在本十年末面临专利到期，股价落后于市场 [5] - 百时美施贵宝仍是创新型公司，尤其在肿瘤领域，2019年以来获得多项新批准药物，影响力逐渐提升 [5] - 新药Reblozyl和Opdualag销售表现良好，2023年Reblozyl营收10亿美元，同比增长41%，Opdualag销售额6.27亿美元，同比增长近149% [6] - 新药有望获得重要适应症扩展，推动公司营收增长，研发管线将助力推出新的畅销药，虽本十年末专利到期营收会下降，但公司持续研发新药，股价下跌时适合买入 [7]

Bristol Myers Squibb Company (BMY) continues to reel under pressure in 2024 as well.  The struggle does not seem to end for this biotech giant, as it has been facing a few challenges for quite some time now.The stock price of $40.75 on Jul 11 was well below its 50-day moving average of $41.67 and the 200-day moving average of $47.90. While the company is making efforts to expand its business through acquisitions to fill up the decline in revenues due to generic competition for one of the top drugs, investor ...

Bristol Myers Squibb (BMY) closed the latest trading day at $40.75, indicating a -0.9% change from the previous session's end. The stock trailed the S&P 500, which registered a daily loss of 0.88%. Meanwhile, the Dow experienced a rise of 0.08%, and the technology-dominated Nasdaq saw a decrease of 1.95%.Shares of the biopharmaceutical company witnessed a loss of 3.04% over the previous month, trailing the performance of the Medical sector with its loss of 1.09% and the S&P 500's gain of 5.11%.The upcoming ...

PM Images Even though it was a short trading week over the July 4th holiday, the markets kicked off the 2nd half of 2024 with a bang. The S&P 500 increased by 1.69%, while the Nasdaq appreciated by 3.29%. There is no question that the bull market is alive, but if it remains well is another story. We're headed into earnings season with the banking sector on deck and everything else to follow. With the Nasdaq up 33.07% over the past year and the S&P up 25.19%, I believe the future of the rally, at least i ...

As the second half of 2024 unfolds, main Wall Street indices are reaching new highs. The Nasdaq 100 index soared more than 20% year-to-date, and the S&P 500 saw an all-time high with a 16% surge. Meanwhile, the hunt for undervalued breakout stocks intensified among savvy investors.Think of it as a Wall Street plot twist. While market darlings like the Magnificent 7 have been in the spotlight, many undervalued stocks with strong fundamentals are relegated to the bargain bin. These companies, many of them hou ...

After underperforming the benchmark index these stocks offer high dividend yields that are hard to ignore.This has been an amazing year for stocks, with a 12.6% rise in the benchmark S&P 500 index. Fortunately for us value-conscious investors, the latest bull run has been mostly constrained to a handful of stocks at the top.Bristol Myers Squibb (BMY 0.83%), Vici Properties (VICI 0.29%), and AT&T (T 0.21%) are dividend payers in the S&P 500 that haven't kept up with the biggest members of their index. At rec ...

文章核心观点 - 投资股息股票有收益稳定、抗波动和通胀等优点，但市场繁荣时表现可能不佳且股息不保证，推荐关注康卡斯特和百时美施贵宝两只股息股票 [1][2] 股息股票特点 - 股息是公司用利润向股东的定期支付，通常按季度发放，是公司经营良好的标志，常见于公用事业、房地产和消费品等行业 [1] - 投资股息股票可获定期股息和股价上涨收益，适合谨慎投资者，能缓冲市场波动和通胀 [1] - 市场繁荣时股息股票表现可能不佳，公司可能重分红轻业务增长，且股息可能因公司困境被削减 [2] 康卡斯特公司（CMCSA） - 全球媒体和科技公司，业务包括康卡斯特有线电视和NBC环球，是Xfinity品牌下住宅和商业视频、高速互联网和电话服务的大型提供商，季度股息0.31美元，年股息收益率3.32% [2] - 上月末宣布将2024年第二季度财报电话会议时间改为7月23日上午8:30（美国东部时间），第一季度每股收益1.04美元，营收300.6亿美元 [3] - 年初至今股价下跌14.41%，周一下午交易中下跌1.24%，每股37.39美元 [3] 百时美施贵宝公司（BMY） - 全球生物制药公司，专注于癌症、心血管疾病和免疫疾病等严重疾病疗法的研发和交付，季度股息0.60美元，年股息收益率6.01% [4] - 上月宣布美国食品药品监督管理局（FDA）加速批准KRAZATI®（阿达格拉西布）与西妥昔单抗联合疗法，用于治疗KRAS G12C突变的局部晚期或转移性结直肠癌成年患者，这是KRAZATI的第二次FDA批准 [4] - 年初至今股价回调24.45%，周一下午交易中上涨0.52%，每股39.86美元 [5]

文章核心观点 - 市场对AI相关股票的追捧可能形成泡沫，价值股被低估，W.P. Carey和Bristol Myers Squibb两家公司股价低于内在价值，具有投资机会 [1][8] AI股票市场情况 - 投资者关注AI带来的机会，英伟达、超微电脑和戴尔科技等股票估值高，市场可能处于泡沫中，类似2000年科技泡沫 [1] W.P. Carey公司情况 公司概况 - 是一家三重净租赁房地产投资信托基金，在美国和欧洲均有物业，分别占年基本租金的63%和37%，拥有1282处物业，租户335个，加权平均租赁期限12年 [2] 财务表现 - 2024年第一季度每股调整后运营资金同比下降13%至1.14美元，主要受分拆和办公物业出售计划影响；持续物业组合的同店租金有3.1%的合同增长，净租赁物业组合入住率达99.1% [3] 欧洲业务优势 - 过去12个月欧洲物业收购价格更有利，2024年70%的投资量在欧洲；能在欧洲以4.25%的利率发行债券，比美国低150个基点，与收购的加权平均资本化率7.4%相比，投资利差为3.2%，管理层预计租赁期内成本收益率将升至9% [3] 业务展望 - 管理层预计今年交易规模为15 - 20亿美元，54%的租约与通胀或CPI挂钩，预计同店租金增长3% [3] 潜在风险 - 部分租户重组，如德国零售商Hellweg物业续租导致租金从第二季度起降低14.6%，但今年迄今不包括Hellweg租约的租金回收利率为107%，需持续关注 [3] 信用与财务状况 - 过去12个月信用评级被标准普尔和穆迪分别上调至BBB +/Baa1；第一季度末拥有28亿美元流动性，包括11亿美元现金，近期以5.375%的利率发行4亿美元债券，增强购买力 [3] 估值与股息 - 股价从5月的60美元降至55.06美元，股息收益率达6.3%，自分拆以来连续两个季度提高股息；基于第一季度每股调整后运营资金，派息率为76%；远期市盈率为11.6，低于历史的13.1和行业中位数12.4 [3] 收益预期 - 预计长期每股运营资金年增长率为4%，有望实现类似标普500的市场水平回报 [4] Bristol Myers Squibb公司情况 股价表现 - 过去一年是制药行业中最不受青睐的股票之一，过去12个月股价下跌34%，表现逊于标普500、SPDR制药ETF和辉瑞 [5] 业绩增长 - 尽管畅销药面临仿制药竞争，但2024年第一季度营收在货币中性基础上同比增长6%，主要受新药Reblozyl和Eliquis推动 [6] 研发管线 - 拥有强大的研发管线，包括Breyanzi、Opdualag和Camzyos等药物，还将从收购KarXT中受益，阿尔茨海默病市场为其带来增量机会 [6] 财务状况 - 资产负债表健康，标准普尔信用评级为'A'，净债务与息税折旧摊销前利润比率为1.6倍，资产负债表上有10亿美元现金及等价物；积极偿还债务，第一季度偿还30亿美元，过去两年偿还100亿美元 [6] 股息情况 - 股息收益率为5.6%，基于2024年调整后每股收益指引，派息率为33%；过去5年股息复合年增长率为7.6%，连续15年提高股息 [6] 估值与收益预期 - 当前股价42.50美元，远期市盈率为5.9，远低于历史的16.7；市场已计入仿制药竞争等风险，忽略了新药、收购和未来并购机会带来的潜在上行空间，有望实现市场领先回报 [6][7]