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AT&T: Subscriber Growth & Buybacks Signal Bullish Turnaround
MarketBeat· 2025-04-26 19:31
AT&T Inc. NYSE: T delivered a solid first-quarter 2025 earnings report that showcased significant momentum in its core connectivity businesses, underpinning a cautiously optimistic outlook for the telecommunications giant. While there was a slight miss on adjusted earnings per share, it drew only limited concern. AT&T TodayTAT&T$26.80 -0.73 (-2.65%) 52-Week Range$16.39▼$29.03Dividend Yield4.14%P/E Ratio17.99Price Target$28.62Add to WatchlistThe company's underlying operational strength stood out, particula ...
Why Charter Rallies While T-Mobile Sells Off
Seeking Alpha· 2025-04-26 19:30
Having always been a learning machine, I speak five languages, have worked as a sales agent, project manager, translator, computer consultant, software engineer, built a house with my own hands, published books and essays on literature, philosophy and art, have written for magazines of various kinds in different countries. After retiring early in 2004, little by little, I have become a fund manager for some friends and myself, following the principles of value investing laid out by Benjamin Graham, Phil Fis ...
'Dividends Are Facts' - 2 Stocks That Pay 'No Matter What'
Seeking Alpha· 2025-04-26 19:30
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .Volatility comes with the benefits of being an equity investor, the same way rain is necessary for a lush garden to grow, or a challenging workout isAnalyst’s Disclosure: I/we have a beneficial long position in the shares of CAT either through stock ownership, options, or other ...
Visa Q2 Preview: Short-Term Upside Likely Limited, Long-Term Upside Makes Them A Buy
Seeking Alpha· 2025-04-26 19:30
When it comes to quality, Visa (NYSE: V ) is one of the highest-quality stocks investors could own. This is also a likely reason why the greatest investor of all time, Warren Buffett, owns them in his portfolio.Contributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due dili ...
5月行情可期!3个方向的思路——极简投研
每日经济新闻· 2025-04-26 19:29
本周,市场继续围绕事件层面的情绪来震荡,正常的量价分析暂时失效。还有3个交易日,就将进入"五 一"长假,考虑到可能存在的假期不确定性,未来3个交易日可能难有行情。不过,4月25日召开的政治 局会议,给大家传递了更明确的信息。 5.持续巩固房地产市场稳定态势。持续稳定和活跃资本市场。 整体而言,在小二看来,就是一句话:以"聚焦内部发展"的"不变",应"外部地缘冲突、关税争端、美 债危机"等的"万变"。 与此同时,美联储也发布了一年一度的《金融稳定报告》。报告显示,美国金融体系潜在风险中的首要 问题有三个: 第一,全球贸易方面不断上升的风险; 政治局会议重磅定调 据新华社,中共中央政治局4月25日召开会议,分析研究当前经济形势和经济工作。 会议通稿中,有很多表述值得我们注意,例如: 1.外部冲击影响加大。 2.统筹国内经济工作和国际经贸斗争,坚定不移办好自己的事。 3.以高质量发展的确定性应对外部环境急剧变化的不确定性。 4.创新推出债券市场的"科技板",加快实施"人工智能+"行动。 第二,普遍的政策不确定性; 第三,美国债务的可持续性。 从市场反应来看,4月份整体就在演绎第一条;第二条,大家也看到了,最近的美国 ...
Is the Floor in for Lam Research After Bullish Earnings?
MarketBeat· 2025-04-26 19:28
Lam Research TodayLRCXLam Research$71.42 +0.52 (+0.73%) 52-Week Range$56.32▼$113.00Dividend Yield1.29%P/E Ratio21.70Price Target$92.70Add to WatchlistKnown for being a cyclical industry to begin with, many semiconductor stocks have been down significantly since the summer of 2024. And just as some investors were inching back into technology stocks, DeepSeek and tariffs came in to put a ceiling on chip stocks. But if the recent earnings report from Lam Research Corp. NASDAQ: LRCX means anything, that ceilin ...
LyondellBasell Offers A Great Entry Into The Depressed Chemical Industry
Seeking Alpha· 2025-04-26 19:26
LyondellBasell ( LYB ) is a global market leader in the chemical sphere with a wide portfolio of operations across the world. It ranks as a top producer of plastics, chemicals, and refined products. Currently, the chemical industry hasAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer ...
对抗最黑暗的噩梦,争取最光明的未来
虎嗅· 2025-04-26 19:26
"法西斯极权主义没有任何积极的意识形态,只是一味驳斥,打击和否定所有传统的思想和意识形态。 法西斯主义不仅驳斥一切旧思想,也否定先前所有政治与社会制度建立的基本原则,包括社会和政治制 度的正当性,以及依据这些制度建立起来的管理机构作为增加人们福祉唯一方式的正当性"。 上面这段话的逻辑何在呢?首先它是对的,德鲁克就是那个时代的亲历者。现代性,是一个和现代金融 关系极其密切的哲学概念,意思是你是否相信明天会更好。如果说利率可以被当作是对债券违约概率的 风险补偿,那么现代性就很像是对人生荒诞程度的风险补偿。 实际上现代性很多概念确实和利率是类似的。最简单的例子,在利率很低,接近0,甚至负数的时候, 你的风险偏好无限高,同理,在现代性很差的时候,你的风险和荒诞程度也是快速增长的。当你不相信 明天比今天更好的时候,你就变成了东方朔。 人在有稳定增长预期,和没有稳定增长预期的时候,表现出来的行为,效用函数,思考逻辑,都不是线 性变化的。辜朝明的"阴""阳"两个概念也就是这个意思。所以一个人,一个企业,一个国家,当他觉得 有未来,和他觉得没有未来的时候,他的行事逻辑是截然相反的。 之前看到很多人说贸易战中国应该认输,很多出 ...
龙大美食:2024年扭亏为盈
中证网· 2025-04-26 19:26
中证报中证网讯(记者张鹏飞)龙大美食(002726)4月25日晚间发布2024年年度报告。公司全年实现营 收109.9亿元,同比下降17.49%;实现归母净利润2161.76万元,全年实现扭亏为盈。 报告期内,生猪及猪肉市场价格回暖,公司传统板块同比大幅减亏,同时公司根据战略规划,出售全资 子公司通辽金泉食品有限责任公司获得投资收益。 龙大美食现有食品加工产能33万吨,已基本实现华东、华北、西南、华中、华南等区域的覆盖及全国化 的产能布局。2024年,公司食品板块实现收入19.02亿元,公司对产品结构进行了优化,主动缩减了低 毛利业务的规模,收入规模虽较上年同期收窄14.45%,但毛利率水平所有优化提升,报告期内,食品 板块毛利率11.23%,同比提升1.11个百分点,同时食品板块的收入占比也得到了进一步提高,由16.69% 提高至17.31%。 传统业务方面,针对屠宰业务,公司缩减了部分产能利用率低及亏损严重工厂的业务规模,将资源集中 到华东及西南等优势区域,同时提高了盈利能力较好的单厂产能利用率;在生产端,公司通过加大自动 化设备的投入,提高了产品出率,提升人工劳效,优化产品品质等方式为食品板块提供更好的 ...
希卓斯贝克玛液压系统(天津)新生产基地正式落地泰达
搜狐财经· 2025-04-26 19:25
4月26日,天津经开区管委会与丹麦希卓斯贝克玛集团签署投资合作备忘录,希卓斯贝克玛液压系统(天津)有限公司新生产基地项目(以下简称新生产 基地)正式落地天津经开区。 天津经开区管委会代表团赴丹麦开展产业签约活动,拜访了希卓斯贝克玛集团集团总监–执行副总裁Henrik Sillesen, 并在哥本哈根举行新项目落地签约仪 式,天津经开区党委常委、管委会副主任杨林参加活动。 此次签约落地的新生产基地位于经开区西区, 项目占地面积4.3万平方米,总建筑面积4.2万平方米,预计将于 2026年6月交付使用。根据规划,新生产基 地将充分发挥规模效应,进一步扩大企业生产规模,满足集团业务快速发展的需要, 年销售额将突破7亿元。 天津经开区相关负责人表示,经开区高度重视与希卓斯贝克玛集团的合作,希望双方健全沟通合作机制,加快项目推进建设, 共同推动区域装备产业 链"强链、补链、延链",构建和谐的产业集群生态。经开区将全力支持企业发展, 从政策扶持、设施配套、市场开拓、宣传推介等各方面全力做好服 务,为项目落地、开工建设、生产运营和发展壮大提供坚实保障。 Henrik Sillesen表示,欢迎此次代表团专程赴哥本哈根签约, ...