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The Best Consumer Staples Stocks To Buy
Kiplinger· 2025-07-10 04:59
消费必需品行业概述 - 消费必需品行业由生产和销售日常基本商品的公司组成,包括食品、饮料、烟草、个人护理和家庭用品等[1][7] - 该行业被视为防御性板块,因其需求相对稳定,受经济波动影响较小[8] - 行业公司通常产生稳定现金流,并通过高股息回报股东[8] 消费必需品股票的投资价值 - 在经济困难时期(如经济放缓或衰退),消费必需品股票表现优于大盘,例如在大衰退期间(-29% vs -55%)、2020年COVID危机(-24% vs -34%)和2022年熊市(-9% vs -21%)[10] - 行业在"风险偏好"时期上涨潜力较小,因需求增长空间有限[11] - 行业公司通常提供高于市场平均的股息收益率(当前S&P 500收益率为1.3%,筛选标准为至少1.5%)[15] 消费必需品股票筛选标准 - 股票需属于S&P Composite 1500指数,覆盖美国市场约90%的市值[12][13] - 长期每股收益增长率至少为5%,以确保利润增长潜力[13] - 至少有5位分析师覆盖,以提高研究质量和信息量[14] - 平均分析师评级为"买入"(S&P Global Market Intelligence评级2.5或以下)[15] 推荐的消费必需品股票 - Dollar General (DG): 长期EPS增长率6.5%,分析师共识评级2.39,股息收益率2.1%[16] - Tyson Foods (TSN): 长期EPS增长率19.6%,分析师共识评级2.29,股息收益率3.5%[16] - Kroger (KR): 长期EPS增长率6.1%,分析师共识评级2.16,股息收益率1.8%[16] - Sysco (SYY): 长期EPS增长率6.1%,分析师共识评级2.10,股息收益率2.6%[16] - Keurig Dr Pepper (KDP): 长期EPS增长率7.2%,分析师共识评级1.91,股息收益率2.7%[16] - Philip Morris International (PM): 长期EPS增长率11.4%,分析师共识评级1.88,股息收益率3.0%[16] - Coca-Cola (KO): 长期EPS增长率6.1%,分析师共识评级1.62,股息收益率2.9%[16]
MATSON PUBLISHES 2024 SUSTAINABILITY REPORT
Prnewswire· 2025-07-10 04:52
公司概况 - 公司名称为Matson Inc (NYSE: MATX),是美国太平洋地区领先的海运服务提供商 [1][2] - 成立于1882年,提供海运及物流服务,业务覆盖夏威夷、阿拉斯加、关岛等非毗连经济区以及密克罗尼西亚群岛 [2] - 运营中国至加州长滩的优质快速航线,并提供阿拉斯加至亚洲的国际出口服务 [2] - 船队包括自有及租赁的集装箱船、滚装船和驳船 [2] 业务范围 - 海运网络延伸至北美和亚洲,物流服务包括铁路联运、公路运输经纪、仓储、货运整合及供应链管理 [2] - 子公司Matson Logistics成立于1987年,提供轻资产物流解决方案 [2] 可持续发展 - 2024年发布可持续发展报告,重点关注道德标准、环境影响减少及员工与社区支持 [1] - 报告可通过公司官网下载,网址为https://www.matson.com/sustainability.html [1] 船舶信息 - 拥有名为“Aloha Class”的集装箱船Daniel K Inouye [1] 联系方式 - 联系人Keoni Wagner,电话510-628-4534,邮箱[email protected] [3]
Mastercard's Vocalink Fined $16 Million for UK Compliance Failure
PYMNTS.com· 2025-07-10 04:51
The Bank of England has fined Mastercard-owned Vocalink $16.2 million for inadequate risk management.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The penalty, announced Wednesday (July 9), relates to the failure ...
The Best 5%+ Yielding Dividend Growers To Buy And Hold 'Forever'
Seeking Alpha· 2025-07-10 04:50
Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded dividend stock research firms and running his own dividend investing YouTube channel. He is a Professional Engineer and Project Management Professional and holds a B.S. in Civil Engineering & Mathematics from the United States Military Academy at West Point and has a Masters in Engineering from Texas A&M with a focus on applied mathematics and machine learning.Samuel leads the High Yield Inve ...
Centene Stock Down 40% — May Slide On $1 Trillion Medicaid Cuts
Forbes· 2025-07-10 04:45
公司股价表现 - Centene股价在7月2日暴跌40%并持续低迷 [2] - 股价下跌源于公司撤回2025年营收指引 因精算报告显示奥巴马医改市场增长低于预期 [3][10] - 分析师预计2025年每股收益可能从7.25美元腰斩至3.63美元 [12] 政策影响分析 - 《BBBA法案》将在未来十年削减医疗补助计划1万亿美元支出 该业务占公司2024年营收62% [2][4] - 医疗补助收入2024年为1014亿美元 占公司总营收62% [7] - 政策变化可能导致公司年增长率从5%降至4% [13] 业务结构 - 商业保险业务2025年Q1营收增长31%至101亿美元 占总营收21% [7][9] - 医疗保险业务贡献14%营收 医疗补助业务占62% [7] - Q1总保费收入增长17.4%至417亿美元 超分析师预期 [9] 财务数据 - 2025年Q1营收466亿美元 同比增长15.4% 超预期7.2% [16] - Q1调整后每股收益2.9美元 较预期高22.9% [16] - 2025年营收指引区间1785-1815亿美元 中点对应10.4%增长 [16] 信用评级风险 - 标普全球考虑将公司信用评级下调至垃圾级 [4][14] - 潜在降级可能使借贷成本显著上升 当前平均利率为3.8% [18] - 穆迪已将其评为Ba1级(最高垃圾级) [14] 市场观点分歧 - 分析师平均12个月目标价63.08美元 隐含91%上涨空间 [20] - 知名评论员认为管理医疗行业"目前不可投资" 预计情况会恶化 [19][20] - 15位华尔街分析师认为公司估值显著低估 [20]
PureVoltage Hosting Increases New York City Footprint with Major Telehouse / KDDI Expansion
GlobeNewswire News Room· 2025-07-10 04:40
Staten Island, NY, July 09, 2025 (GLOBE NEWSWIRE) -- PureVoltage Hosting, a premier provider of high-performance infrastructure and enterprise-grade hosting solutions, is proud to announce a major expansion of its presence at the Telehouse facility located at 7 Teleport Drive in Staten Island, New York. This move continues to solidify PureVoltage as the largest client operating at 7 Teleport and marks a continued commitment to delivering scalable, resilient, and cutting-edge infrastructure services to custo ...
AEP Ohio Proposal on Data Centers to Protect Ohio Consumers Adopted by PUCO
Prnewswire· 2025-07-10 04:36
GAHANNA, Ohio, July 9, 2025 /PRNewswire/ -- AEP Ohio today recognized a ruling by the Public Utilities Commission of Ohio that addresses the power needs of Ohio's growing data center industry while protecting AEP Ohio's other customers.The ruling approves a request made by AEP Ohio in May 2024 to establish enhanced financial obligations that data centers must undertake to support infrastructure that serves them. The staff of the Public Utilities Commission of Ohio (PUCO), the Ohio Consumers' Counsel, the Oh ...
Gold (XAU/USD) Price Forecast: Holds Pennant Support as Bullish Structure Remains Intact
FX Empire· 2025-07-10 04:35
Bullish Above $3,346 to $3,366An attempt to test support around the lower boundary line of the pennant occurred today. But the day’s low didn’t quite reach it. If the pennant boundaries are maintained, then a rally from the lower area of the pennant could lead to an upside breakout of the pattern. Given the structure of the pennant, an upside breakout could trigger on the next rally, or resistance is seen and followed by a pullback first. A breakout above Tuesday’s high of $3,346 would put natural gas back ...
Tesla Stock Could Accelerate on New EV Tax Legislation
MarketBeat· 2025-07-10 04:34
Some controversy has resurfaced in the stock market as President Trump rolled out the One Big Beautiful Bill, which will likely create a new wave of debt to be added to the United States economy. However, the main difference with this bill is that most of this newly injected capital is aimed at positive return projects rather than pursuits that won’t stimulate many areas of the economy. Tesla TodayTSLATesla$295.88 -1.93 (-0.65%) 52-Week Range$182.00▼$488.54P/E Ratio162.57Price Target$301.13Add to Watchlist ...
Kellogg shares surge over afterhours as Ferrero nears $3B deal
Proactiveinvestors NA· 2025-07-10 04:30
关于作者Angela Harmantas - 拥有15年北美股市报道经验 尤其专注于初级资源类股票 [1] - 曾为加拿大 美国 澳大利亚 巴西 加纳 南非等国的领先行业出版物供稿 [1] - 此前从事投资者关系工作 并领导瑞典政府在加拿大的外国直接投资计划 [1] 关于出版商Proactive - 提供快速 可获取 信息丰富且可操作的商业与金融新闻内容 面向全球投资受众 [2] - 新闻团队独立运作 由经验丰富的新闻记者组成 [2] - 在全球主要金融和投资中心设有分支机构 包括伦敦 纽约 多伦多 温哥华 悉尼和珀斯 [2] 内容覆盖领域 - 专注于中小市值市场 同时覆盖蓝筹股 大宗商品及更广泛的投资故事 [3] - 团队提供跨市场新闻和独特见解 包括但不限于生物技术 制药 采矿 自然资源 电池金属 石油和天然气 加密货币以及新兴数字和电动汽车技术 [3] 技术应用 - 积极采用前瞻性技术 内容创作者拥有数十年宝贵专业经验 [4] - 使用技术辅助和增强工作流程 [4] - 偶尔会使用自动化和软件工具 包括生成式AI 但所有发布内容均由人类编辑和撰写 遵循内容生产和搜索引擎优化的最佳实践 [5]