Kenvue (KVUE) could really use some good news. The Johnson & Johnson (JNJ) spinoff faced longlasting troubles regarding its talc-based baby powder products, including allegations that they caused cancer and related lawsuits. Now, the consumer health giant faces new troubles as President Donald Trump has accused its Tylenol product of increasing autism when used in pregnancy. More News from Barchart However, Kenvue is not backing off and taking the accusations head-on. In a submission to the Food and Dru ...

公司股息 - 利安德巴塞尔工业公司当前股息收益率超过11% 属于极高水平 [1]

公司股息 - 利安德巴塞尔工业公司当前股息收益率超过11% 属于极高收益类别 非常引人注目 [1]

股价表现 - 联合包裹服务公司股价近期呈持续下跌趋势，截至10月13日收盘价为83.18美元，仅比其52周低点82美元高出1.4% [1] - 年初至今，公司股价已暴跌34%，表现逊于Zacks运输-航空货运和物流行业27.5%的跌幅，也落后于竞争对手联邦快递18.4%的跌幅和同业公司GXO物流20.7%的涨幅 [2] 负面因素 - 美国800美元以下商品免税政策于8月29日终止，导致公司仓库包裹积压，并因严重海关瓶颈被迫丢弃部分货件，引发客户强烈不满 [6] - 需求放缓严重影响公司业务，美国在线销售放缓及全球制造业活动疲软导致货运量下滑，2025年上半年合并日均货运量同比下降3.8%，第二季度收入同比下降2.7% [11] - 公司股息可持续性存疑，股息支付率高达87%，且2025年上半年仅产生7.42亿美元自由现金流，却支付了27亿美元股息，自由现金流自2022年90亿美元的高点以来持续下降 [7][8][10] - 过去60天内，公司2025年第三季度、第四季度以及2025年和2026年全年盈利的Zacks共识预期均被下调 [12] 估值水平 - 公司目前估值相对较低，远期12个月市销率为0.8倍，低于行业平均水平，但略高于联邦快递和GXO物流 [13] - 公司与联邦快递的价值评分均为A级，GXO物流的价值评分为B级 [13]

The company is at risk of cutting its dividend.United Parcel Services (UPS -2.72%) has been getting a lot of attention as one of the three highest-yielding stocks in the S&P 500 (^GSPC -2.71%) along with chemical giant LyondellBasell Industries and consumer packaged food company Conagra Brands. But the yields of these companies have been going up because of falling stock prices.UPS' dividend yield is hovering around an all-time high of 7.6%, as the stock price is down 31.3% year to date and 47.7% in three y ...

能源行业特性 - 石油、天然气及其衍生品属于大宗商品 价格可能剧烈且快速波动 导致整个能源行业具有高度波动性 [1] - 行业高度波动性对保守的股息投资者构成重大挑战 [8] 雪佛龙公司分析 - 雪佛龙是大型全球多元化综合能源公司 业务覆盖上游能源生产、中游能源运输及下游化工和炼油业务 [3] - 综合业务模式带来重要多元化效益 使投资者通过单一投资获得整个能源行业的风险敞口 [3] - 行业各板块运营方式存在差异：油价低迷时上游表现疲软 但下游以石油为原料 低油价可能提升下游业绩表现 [4] - 一体化运营模式有助于平滑能源行业固有的周期性波动 [4] - 公司拥有38年连续增加股息的记录 股息收益率约4.4% 远高于标普500指数的1.2%和能源股平均3.2%的收益率 [5] - 由于净利润高度波动 股息支付率在评估股息可持续性时实用性较低 董事会股息承诺可能随时变化 [6] 中游板块投资价值 - 中游领域采用收费模式运营 石油和天然气价格不如能源需求重要 [7] - 企业产品合作伙伴公司可能成为当前最佳的高收益能源投资选择 [7] - 能源运输是能源行业中最稳定的板块 [8]

LyondellBasell Industries N.V. (NYSE: LYB ) is a chemical company with a global footprint. With a product lineup that spans the plastics and petrochemical value chain, it operates across six business segments: Olefins and Polyolefins (Americas is oneI am an investment professional with a background in both equity and real estate markets. I specialize in identifying long-only opportunities that offer safe and growing dividends, aiming to outperform the broader market on a risk-adjusted return basis. In addit ...

LyondellBasell Industries N.V. (NYSE: LYB ) is a chemical company with a global footprint. With a product lineup that spans the plastics and petrochemical value chain, it operates across six business segments: Olefins and Polyolefins (Americas is oneI am an investment professional with a background in both equity and real estate markets. I specialize in identifying long-only opportunities that offer safe and growing dividends, aiming to outperform the broader market on a risk-adjusted return basis. In addit ...

That's FedEx last night brings us to stop trading J. Yeah, this was the most bullish Roger's been since he took over. He started with when he came in.He was talking about a recession with me. I think this was an amazing quarter. Really great that they can do this much despite tariff, despite the dimminimus.Uh but I want to correct something about the market. The market is took up UPS with FedEx. I think it's become very zero sum.They're very much like each other. FedEx deserve to be up 12 maybe 15. But UPS, ...

Focus of Article: The focus of this two-part article is a very detailed analysis comparing Blackstone Secured Lending (NYSE:BXSL) to some of the company’s business development company (“BDC”) peers (all sector peers I currently fully cover). I am writing this two-part article due to the continued requests that such an analysis be specifically performed on BXSL and some of the company’s BDC peers at periodic intervals. For readers who just want the summarized conclusions/results, I would suggest to scroll do ...