International Paper Company (NYSE:IP) is included among the 11 Best Low Priced Dividend Stocks to Buy According to Analysts. JPMorgan Adjusts International Paper (IP) Target as Industry Faces Supply Headwinds On December 5, JPMorgan analyst Detlef Winckelmann trimmed his price target on International Paper Company (NYSE:IP) to $46 from $48 while maintaining a Neutral stance. He noted that with excess supply “looming in almost every market across almost every product grade,” the setup for 2026 looks chall ...

Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer recently commented on. Cramer noted that he is a “student of Apple,” as he remarked: “Second story, equally well chronicled in How to Make Money in Any Market, is Apple. It’s about Apple and how some people seem dedicated to scaring you out of liking Apple… and it’s been very effective at causing shareholders to panic and sell one of the greatest long-term winners I’ve ever seen. In September of this year… the iPhone 17 was coming out… I was blown a ...

Colgate-Palmolive Company (NYSE:CL) is included among the 15 Best Stocks to Buy for the Long Term. Colgate-Palmolive (CL) Rated Outperform by RBC as Long-Term Growth Remains in Focus On December 9, RBC Capital raised its rating on Colgate-Palmolive Company (NYSE:CL) to Outperform from Sector Perform while keeping the price target at $88. The analyst noted that the stock has been under pressure recently as slower global category growth has weighed on expectations for the company. Even so, the firm thinks ...

核心观点 - 华尔街分析师对Diamondback Energy维持买入评级并给出积极目标价 高盛目标价179美元 UBS目标价174美元 [1] - 公司股价自第三季度财报发布后表现强劲 涨幅超过12% [2] - 公司第三季度财务及运营业绩全面超预期 营收和每股收益均高于市场共识 [2] - 公司上调了全年产量指引 显示出对运营前景的信心 [3] 财务业绩 - 第三季度营收同比增长48.36% 达到39.2亿美元 超出市场预期3.9429亿美元 [2] - 第三季度每股收益为3.08美元 超出市场共识0.14美元 [2] 运营表现 - 第三季度平均石油产量增至503.8千桶/天 高于前一季度的495.7千桶/天 [2] - 公司将全年石油产量指引上调至495-498千桶/天 原指引为485-492千桶/天 [3] - 公司将全年桶油当量指引进一步上调至910-920千桶油当量/天 第二季度时指引为同比增长2% [3] 公司背景 - Diamondback Energy是一家独立的石油和天然气公司 [3] - 公司专注于在德克萨斯州西部的二叠纪盆地勘探、收购和开发陆上非常规储量 [3]

Energizer Holdings, Inc. (NYSE:ENR) is one of the best dividend stocks to buy. As of December 5, the average price target for ENR suggests an upside of 26%, however, the Street high indicates an upside of 92%. Previously, on November 19, Andrea Faria Teixeira assigned a Hold rating on Energizer Holdings, Inc. (NYSE:ENR) and maintained a $23 price target on the stock. Wall Street Sees a 92% Upside to Energizer Holdings (ENR) Photo by Karolina Grabowska: https://www.pexels.com/photo/hands-holding-us-dolla ...

Vistra Corp. (NYSE:VST) is included among the 14 Best US Stocks to Buy for Long Term. Overweight Call on Vistra (VST) From KeyBanc Highlights Scale and Cash Flow Strength On November 25, KeyBanc initiated its coverage on Vistra Corp. (NYSE:VST) with an Overweight rating and a $217 price target. The firm appreciated the company’s scale, “diversified” generation mix, and “strong” cash flow. According to the analyst, these aspects offer resilience and growth “optionality in a tightening U.S. power market.” ...

FedEx Corporation (NYSE:FDX) is one of the stocks Jim Cramer commented on along with the recent macro rally. Cramer highlighted that he thinks the company will have a “good run,” as he said: “I think FedEx is a coiled spring. We’ve yet to hear a single disappointing e-commerce story, save Target. Fantastic setup for FedEx, also for J.B. Hunt and ArcBest. I think they’ll have a good run.” Fedex Ground FDX obi-onyeador-8LCZb66I4wg-unsplash FedEx Corporation (NYSE:FDX) provides transportation, shipping, ...

公司业绩与市场表现 - 知名评论员吉姆·克莱默指出 除伯灵顿商店外 所有已公布财报的零售商业绩均超预期 在某些情况下远超科尔士百货[1] - 百货商店行业出现复苏迹象 梅西百货即将公布的优秀业绩建立在科尔士百货的良好表现之上[1] - 百思买股价的大幅上涨非常引人注目 美元树等一元店在承受关税巨大冲击下表现依然强劲 威廉姆斯-索诺玛 威富集团和盖璞的表现同样出色 其中盖璞业绩极为突出[1] 公司业务概况 - 伯灵顿商店是一家在纽约证券交易所上市的公司 股票代码为BURL[1][2] - 公司提供的商品涵盖服装 鞋类 配饰 家居用品 玩具 礼品 以及婴童和美容产品[2]

市场与基金表现 - 2025年第三季度，在科技股持续上涨和债券收益率下降的推动下，股市创下历史新高[1] - 关税言论的缓和以及人工智能基础设施投资的重新升温，提振了大型科技股[1] - 美联储在9月中旬将利率下调了25个基点[1] - 在此环境下，Meridian Contrarian Fund当季净回报率为6.72%，表现逊于罗素2500指数9.00%的回报率和次要基准罗素2500价值指数8.18%的回报率[1] Perrigo公司概况 - Perrigo Company plc是一家非处方健康与保健解决方案提供商[2] - 截至2025年11月28日，其股价收于每股13.35美元，市值为18.37亿美元[2] - 该公司是消费者保健和自我护理产品领域领先的店内品牌[3] Perrigo公司财务与市场表现 - 该公司过去一个月的回报率为-34.97%，过去52周股价累计下跌53.13%[2] - 公司此前因前管理团队在核心业务之外进行收购以追逐增长，导致资本配置不佳，经历了数年盈利下滑[3] - 新管理团队致力于在核心业务内追求现实、稳定的增长率，公司盈利能力和资本回报率已有所改善[3] - 第三季度股价表现不佳，原因是其正在复苏的婴儿配方奶粉业务面临销售和利润率阻力，导致盈利指引下调至此前给定区间的低端[3] 基金持仓与市场观点 - Meridian Contrarian Fund在2025年第三季度的投资者信中重点提及了Perrigo等股票[2] - 尽管近期指引下调，但基本面差异较小，基金继续在投资组合中持有Perrigo[3] - 截至第三季度末，共有22只对冲基金的投资组合持有Perrigo，与上一季度持平[4]

市场与基金表现 - 2025年第三季度 股市在科技股持续上涨和债券收益率下降的推动下创下历史新高[1] - 市场上涨受到关税言论缓和以及人工智能基础设施投资重新升温的提振[1] - 美联储在9月中旬将利率下调了25个基点[1] - Meridian Contrarian Fund 第三季度净回报率为6.72% 表现逊于罗素2500指数的9.00%和罗素2500价值指数的8.18%[1] Kornit Digital Ltd. 公司概况 - Kornit Digital Ltd 是一家设计和销售数字纺织印花解决方案的公司[2] - 其数字赋能工艺相比传统丝网印刷 所需人力、能源和水更少 提供了更高效和可持续的替代方案[3] - 公司拥有领先的技术、庞大的新兴可寻址市场、强劲的资产负债表以及合理的估值[3] Kornit Digital Ltd. 股价与财务表现 - 截至2025年11月28日 公司股价收于每股13.33美元 市值为6.12816亿美元[2] - 其一个月回报率为-6.46% 过去52周股价下跌了57.87%[2] - 2025年第三季度营收达到5310万美元 处于8月给出的4900万至5500万美元的指引范围内[4] - 公司资产负债表强劲 持有超过每股10美元的现金[3] - 企业价值与销售额之比为0.7倍[3] 投资背景与持仓情况 - Meridian Contrarian Fund 于去年股价从180美元长期下跌至20美元以下后开始投资 驱动因素是订单波动和宏观经济担忧[3] - 2025年股价表现疲软 宏观和关税问题延迟了订单并制造了不确定性 但基金继续持有该股票[3] - 截至第三季度末 有19只对冲基金投资组合持有该公司股票 高于前一季度的15只[4]