Carnival Just Beat the Market for the Second Year in a Row. Can It Do It Again in 2025?
The Motley Fool· 2025-01-11 17:41
Carnival (CCL 0.37%) (CUK 0.23%) stock has moved on from its one-time meme status and has beat the market squarely for two years in a row -- up 130% in 2023 and following that up with a 34% gain in 2024.The cruise industry is back up and running, and as the leading cruise operator, Carnival has the most to gain. It's making all the right moves to win back customers and recharge its business, but there are some still residual challenges left over from its taking on a huge debt early in the pandemic.Has Carni ...
EMX Royalty: Royalties Continue To Bear Fruit
Seeking Alpha· 2025-01-11 17:32
EMX Royalty (NYSE: EMX ) (TSXV: EMX:CA ) continues to be rather neglected, judging from the share price continuing to flatline since my last article . I still believe the stock to be undervalued as their flagshipAmateur value investor seeking bargains in any market, with a specific focus on emerging markets. Admires great investors such as Li Lu and Peter Lynch, and am not afraid to go against the grain. Willing to buy any company at the right price, and is looking for low-risk and high uncertainty bets. My ...
2 Popular AI Stocks to Sell Before They Drop 24% and 66% in 2025, According to Certain Wall Street Analysts
The Motley Fool· 2025-01-11 17:25
Apple (AAPL -2.41%) shares have advanced 34% during the past year, but that upside has been driven almost entirely by valuation multiple expansion rather than earnings growth. Consequently, some Wall Street analysts have turned bearish on the stock in the last couple of weeks.Tim Long at Barclays recently initiated coverage on Apple with a sell rating and a target of $184 per share. That forecast implies 24% downside from the current share price of $243.Tesla (TSLA -0.05%) shares have advanced 66% over the ...
Warren Buffett Just Sold Nu Stock. Here's Why You Probably Shouldn't.
The Motley Fool· 2025-01-11 17:23
Warren Buffett has been a net seller of stocks over the past eight quarters, building Berkshire Hathaway's cash reserves to its highest-ever level. He's completely exited some positions, like Floor & Decor, and trimmed down positions in others, like Apple. Apple still accounts for the largest position in the equity portfolio, and Buffett recently said that he would never sell it completely. Selling some of its stock doesn't look like a loss of confidence in the company.Is it the same situation with Nu Holdi ...
3 No-Brainer, High-Yield REIT Stocks to Buy With $1,000 Right Now
The Motley Fool· 2025-01-11 17:14
If you have $1,000 to put to work buying equities today, there are plenty of attractive dividend stocks to consider. Three of the most interesting right now are Rexford Industrial (REXR -2.82%), Realty Income (O -1.60%), and EPR Properties (EPR -1.40%), with yields ranging from 4.3% to 7.6%. Here's a look at each one of these high-yield real estate investment trusts (REITs) to get you started.1. Rexford Industrial is for dividend-growth investorsRexford Industrial is a highly focused REIT with an industrial ...
Prediction: These 5 Dividend-Paying Growth Stocks Will Boost Their Payouts By 10% or More In 2025, Even if There's a Stock Market Sell-Off
The Motley Fool· 2025-01-11 17:14
大盘表现与投资策略 - 2024年大型成长股表现优异,推动标普500指数创下新高 [1] - 投资者需关注高质量公司,尤其是在标普500处于历史高位时 [2] - 投资股息股票是获取被动收入的有效方式,Broadcom、Visa、Salesforce、Meta Platforms和Alphabet等行业领先公司具备在经济周期和波动期间提高股息的能力 [3] Broadcom与Visa的股息增长 - Broadcom和Visa在2025年大幅提高股息,分别增长11%和13% [4] - 两家公司是典型的股息增长型股票,拥有稳健的商业模式:Broadcom专注于网络连接和人工智能,Visa则拥有全球支付处理网络 [5] - 过去五年,Broadcom股息增长81.5%,Visa股息几乎翻倍,且股息支付未占用过多资本 [6] - Broadcom和Visa的股息收益率分别为1.2%和0.8%,低收益率源于股价大幅上涨 [8] 新兴股息增长公司 - Meta Platforms、Salesforce和Alphabet于2024年开始支付股息 [9] - 预计这些公司将每年定期提高股息,Meta和Salesforce在第四季度财报时宣布,Alphabet在第一季度财报时宣布 [10] - 尽管当前股息收益率低于0.5%,但预计这些公司将实现两位数百分比的年度股息增长 [11] - 三家公司盈利能力强劲,自由现金流充裕,支持未来股息增长 [13] 自由现金流与股息潜力 - 自由现金流收益率(FCF yield)是衡量公司股息支付潜力的指标 [12] - 尽管2024年股价上涨导致FCF yield下降,但Salesforce、Meta和Alphabet的FCF yield仍然稳健 [12] - 这些公司有能力在不影响长期增长支出的情况下大幅提高股息 [13] 2025年投资展望 - Broadcom、Visa、Salesforce、Meta和Alphabet未来股息增长潜力巨大 [14] - 这些公司适合关注总回报(资本增值加股息)的投资者,而非仅关注当前股息收益率的投资者 [15] - 这些公司具备未来盈利增长的空间,是2025年值得考虑的股息增长型股票 [16]
Here's Why Rivian Stock Is a Buy Before Feb. 20
The Motley Fool· 2025-01-11 17:10
Rivian's (RIVN -2.53%) stock price has been volatile over the last 12 months, gyrating in price between $8 and $20. But make no mistake: Long term, this electric vehicle (EV) maker has huge growth potential. And next month could bring one of the most important announcements in company history.If you've been looking for growth stocks with high upside potential, Rivian could be the perfect fit for your portfolio. But there are a few things to know about before jumping in.Why Rivian stock is so cheapEvery thre ...
Jensen Huang Just Delivered Trillion-Dollar News to Nvidia Investors
The Motley Fool· 2025-01-11 17:03
公司表现与市场地位 - Nvidia 近年来多次为投资者带来好消息 包括创纪录的营收和新产品的高需求 并在去年被邀请加入道琼斯工业平均指数 [1] - Nvidia 在人工智能领域建立了强大的帝国 成为全球最受欢迎的芯片和相关产品及服务的供应商 [1][2] - 2023年 Nvidia 的股价上涨了171% 是道琼斯成分股中表现最好的 [2] - 2025财年第三季度 Nvidia 的营收达到创纪录的350亿美元 而2023财年全年营收仅为270亿美元 [5] 产品与技术优势 - Nvidia 销售全球顶级的图形处理单元(GPU) 这些芯片能够为AI模型的训练和推理提供快速的并行处理能力 [4] - 公司构建了完整的AI产品生态系统 包括企业软件平台和针对特定行业(如汽车和医疗保健)的工具 [4] - Nvidia 的下一代汽车计算机 Thor 已全面投产 其处理能力是前一代的20倍 显著提升了速度和性能 [7] 行业机会与战略布局 - Nvidia 的CEO预测 自动驾驶汽车市场将成为第一个价值数万亿美元的机器人行业 [7] - 全球有超过10亿辆汽车 每年行驶里程超过1万亿英里 未来许多车辆将高度自动化 这将成为一个非常大的行业 [7] - Nvidia 在自动驾驶汽车领域的年收入已达到50亿美元 并与全球各大汽车公司合作 [7] - 公司为自动驾驶汽车的开发提供三台计算机 分别用于训练AI模型 测试驾驶和生成合成数据 以及作为车载超级计算机 [8] - Nvidia 与丰田签署协议 帮助其开发下一代自动驾驶汽车 [9] 投资者展望 - Nvidia 不仅是一家AI芯片设计公司 还提供面向高增长行业(如自动驾驶汽车)的完整平台 [11] - 自动驾驶汽车行业代表了巨大的长期增长机会 表明 Nvidia 的高增长势头远未结束 [11]
ChargePoint Stock: A Millionaire Maker in the Making?
The Motley Fool· 2025-01-11 17:00
ChargePoint (CHPT -0.89%) is a story stock. With a large network of electric vehicle (EV) charging locations, it is an important piece of the transition from combustion engines to EVs. This is a good story and one that is starting to gain traction, as EVs become more and more prevalent. But there's one small problem that investors need to consider here when they try to determine if ChargePoint is a potential millionaire maker.What does ChargePoint do?At a top level, ChargePoint offers products and services ...
Lucid Stock Declined 28% in 2024. Is the Stock Poised to Rebound in 2025?
The Motley Fool· 2025-01-11 16:51
The company's premium SUV is hitting the market, but whether it will provide the breakthrough investors need is unclear.Lucid (LCID 1.34%) burst onto the electric vehicle (EV) scene in late 2021 with its technologically impressive Lucid Air sedan. The premium EV even won MotorTrend's Car of the Year award in 2022. The automotive magazine referred to the car as a game changer at the time. Roughly three years later, the company is poised to produce just 9,000 vehicles when it wraps up its 2024 numbers.The ago ...