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Costco Shows Resilience as Fundamentals and Technicals Diverge
Investing· 2025-12-17 15:31
Market Analysis by covering: Costco Wholesale Corp. Read 's Market Analysis on Investing.com ...
JPMorgan Upgrades Dollar General to Overweight on Multi-Year Growth Outlook
Financial Modeling Prep· 2025-12-16 06:22
评级与目标价调整 - 摩根大通将Dollar General评级从中性上调至超配 并设定166美元的目标价[1] 同店销售增长驱动因素 - 预计公司未来多年同店销售增长将维持在2%至3%或更高水平[2] - 新店开业、门店改造与翻新计划预计贡献约200个基点的增长[2] - 其他公司特定驱动因素包括非必需商品重置和Value Valley计划[2] 宏观环境与财务预测 - 宏观经济背景对核心客户有利 消费降级和就业改善构成顺风[3] - 综合模型预测同店销售增长约2.5% 净门店增长1%至2%[3] - 预计每年毛利率扩张约30个基点 驱动因素包括初始加价率改善、损耗减少、有利商品组合、DG Media增长、运输效率提升、健康美容品类扩张及自有品牌渗透[3] 盈利与现金流展望 - 在可比销售增长略高于3%的情况下 预计销售及一般管理费用将产生杠杆效应[4] - 预计每股收益增长12%至13%[4] - 预计派息后年度自由现金流将超过10亿美元[4]
Premarket Movers: Dollar General Still Surging Higher on Earnings
Yahoo Finance· 2025-12-15 22:34
ESB Professional / Shutterstock.com Quick Read Shares of Dollar General are up another $3.80 a share in premarket. All as it continues to gap higher on strong earnings and a dividend. Shares of Tesla are up about $5 a share in premarket. That’s after tacking on $12.09 a share on Friday. Broadcom took a massive hit late last week, falling $46.44 on Friday. All after management warned of margin pressures.  However, this morning, the stock is slowly regaining lost ground. If you’re thinking about ret ...
2025 In Review: I'm Having A Record Year
Seeking Alpha· 2025-12-15 17:44
文章核心观点 - 文章回顾了2025年的投资表现 并基于此为2026年的投资布局提供参考 其核心策略是投资优质资产、分散配置、择机加仓并注重长期持有[1] 投资组合配置 - 宽基市场投资工具包括DIA、VOO、QQQM、RSP[1] - 行业及非美市场投资工具包括能源板块的XLE/IXC 公用事业板块的IDU/BUI 欧洲市场的FEZ 国际发达市场的SCHF 加拿大市场的EWC 以及英国市场的FLGB和澳大利亚市场的EWA[1] - 另类投资包括比特币、黄金以及白银(通过IAU和CEF投资)[1] - 股票投资包括JPM、MCD、WMT、FLUT、MAA[1] - 债务投资包括北卡罗来纳州的市政债券[1] 作者背景与投资方法 - 作者自2008年起从事金融服务并开始投资旅程 职业生涯前半段在纽约 后移居北卡罗来纳州并获得MBA学位 随后在银行业工作[1] - 投资方法强调投资于实际跟踪和投资的基金、股票及行业 策略是投资优质资产、分散配置、择机加仓并注重长期持有 避免追逐风险、急于求成或遵循不理解的投资建议[1] - 作者同时是CEF/ETF Income Laboratory投资小组的贡献者 专注于宏观分析 该小组提供管理型收益投资组合 目标为安全可靠的约8%收益率 主要利用CEF和ETF基金领域的高收益机会 适合不同经验水平的主动和被动投资者 且大部分持仓为月度派息品种[1]
Thursday's Final Takeaways: LLY Positive Drug Trial, Home Prices Turn Negative
Youtube· 2025-12-12 06:26
We of course just got those big earnings, but for me the Eli Liy story was a big one. They dropped their major latestage trial results for their new obesity drug, which is called Retatrich, showing that patients lost nearly 30% of their body weight. Now, that far exceeds the performance of any of the current treatments on the market.The data also showed some meaningful relief from knee pain and osteoarthritis patients, underscoring the drug's broad potential impact on patient health. We did see shares of El ...
PesoRama Announces TSXV's Final Approval for Equity Financing
Newsfile· 2025-12-12 02:09
PesoRama Announces TSXV's Final Approval for Equity FinancingDecember 11, 2025 1:09 PM EST | Source: PesoRama Inc.Toronto, Ontario--(Newsfile Corp. - December 11, 2025) - PesoRama Inc. (TSXV: PESO) (OTC Pink: PSSOF) (FSE: ZE6) ("PesoRama" or the "Company") announced today that final acceptance has been issued by the TSX Venture Exchange ("TSXV") in connection with its equity financings, the closings of which were previously announced on November 21, 2025 (the "First Tranche News Release") and ...
Dollarama Lifts Outlook as Canadian Shoppers Boost Results
WSJ· 2025-12-12 02:02
Robust consumer demand drove higher traffic and spending across stores at Canada's largest dollar-store chain. ...
Wall Street Analysts See Ross Stores (ROST) as a Buy: Should You Invest?
ZACKS· 2025-12-11 23:31
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Ross Stores (ROST) .Ross Stores currently has an average brokerage recomme ...
Dollar Tree's Rally Rolls On But Lackluster Forecast Weighs On Growth Ranking - Dollar Tree (NASDAQ:DLTR)
Benzinga· 2025-12-11 20:18
Dollar Tree Inc. (NASDAQ:DLTR) shares may be trading near 52-week highs, but beneath the surface, fundamental signals are flashing caution.Check out DLTR’s stock price here.The Signal: Revenue Ceiling CappedAccording to the latest Benzinga Edge’s Stock Ranking data, the discount retailer's growth score plummeted this week, dropping from 15.25 to 7.77, placing it in the bottom 10th percentile of ranked stocks for this specific metric.The decline in growth ranking highlights a divergence between the company's ...
Walmart's First Family: The numbers behind the wealth
Youtube· 2025-12-10 20:05
沃尔顿家族财富与投资 - 沃尔顿家族(沃尔玛创始人山姆·沃尔顿的后裔)目前总财富超过4500亿美元 成为美国最富有的家族 也被认为是全球最富有的家族之一 [4] - 自道格·麦克米伦于2014年出任沃尔玛CEO以来 沃尔顿家族的财富增长了两倍多(即增长超过200%)[3] - 山姆·沃尔顿的子女吉姆、罗布和爱丽丝每人财富超过1350亿美元 孙子卢卡斯·沃尔顿财富为480亿美元 [4] 家族财富结构与控股实体 - 家族财富与投资的核心是沃尔顿企业 这是一个伞形家族办公室 持有沃尔玛约45%的股份 [4][5] - 沃尔顿企业拥有约300名员工 其投资组合包括超过40亿美元的标准ETF和债券 [5] - 家族成员最大规模的投资决策由各自的个人家族办公室负责 而非沃尔顿企业 [5] 家族成员个人投资与事业 - 罗布·沃尔顿通过其Madrron Capital进行投资 曾是StubHub在今年上市前的最大投资者 并拥有丹佛野马队 [6] - 卢卡斯·沃尔顿的投资方向集中在可持续农业和清洁能源领域 [6] - 爱丽丝·沃尔顿的基金会创建了Heartland Whole Health Institute 专注于整体健康 [6] - 吉姆·沃尔顿担任阿肯色州银行Arvest Bank Group的董事长 [6] 公司治理与代际传承 - 随着第三代成员准备接班 家族在公司的投票权已从3人扩大为由11名家族成员组成的投票集团 [7] - 道格·麦克米伦在担任CEO的十余年里 为公司取得了卓越的业绩 同时家族在保持专业管理方面也做得非常成功 [3]