Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. But when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.Cash flow can come from bond interest, interest from other types of investments, and, of course, dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a me ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering New Jersey Resources (NJR) , which belongs to the Zacks Utility - Gas Distribution industry.This energy services holding company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 9.91%.For the most recent quarter, New Jersey Resource ...

All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. But when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.Cash flow can come from bond interest, interest from other types of investments, and, of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yield, a m ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Atmos Energy (ATO) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 6. On t ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Southwest Gas (SWX) , which belongs to the Zacks Utility - Gas Distribution industry, could be a great candidate to consider.This natural gas company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 11.68%.For the last report ...

股价表现 - UGI股价在过去一个月上涨1% 并在前一交易日创下52周新高36 74美元 [1] - 年初至今UGI累计上涨29 3% 远超Zacks公用事业板块8 3%的涨幅和Zacks天然气分销行业3%的回报率 [1] 业绩驱动因素 - 公司连续四个季度盈利超预期 最近一次5月7日财报显示EPS为2 21美元 远超共识预期1 8美元 [2] - 当前财年预计营收78 1亿美元 EPS为3 13美元 分别同比增长8 36%和2 29% [3] - 下一财年预计营收88 1亿美元 EPS为3 23美元 同比增幅达12 76%和3 19% [3] 估值指标 - 当前动态市盈率11 7倍 低于行业平均16 3倍 市现率5 6倍亦低于同行8 1倍 [7] - PEG比率2 24 从价值投资角度看处于覆盖股票前列 [7] - Zacks风格评分中价值得A 成长和动量均得B 综合VGM评分A [6] 投资评级 - Zacks评级为2级(买入) 主要基于盈利预测上调 [8] - 同时满足推荐标准(Zacks评级1-2级且风格评分A-B) 显示股价仍有上涨潜力 [8]

投资策略 - 投资者关注通过股票、债券、ETF等证券获得高回报，而收益型投资者更注重从流动性投资中产生持续现金流 [1] - 现金流来源包括债券利息、其他投资收益以及股息，股息占长期回报的很大比例，在许多情况下超过总回报的三分之一 [2] 公司概况 - 切萨皮克公用事业公司(CPK)位于多佛，属于公用事业板块，今年以来股价变动为-019% [3] - 公司当前股息为064美元/股，股息收益率为211%，低于公用事业-天然气分销行业的336%，但高于标普500的154% [3] 股息表现 - 公司当前年度股息为256美元，较去年增长2%，过去5年股息年均增长963% [4] - 公司股息支付率为46%，即支付了最近12个月每股收益的46%作为股息 [4] 盈利展望 - 公司预计2025年每股收益为627美元，同比增长1633% [5] 行业比较 - 大型成熟公司通常被视为最佳股息选择，而高增长企业或科技初创公司很少提供股息 [7] - 高收益股票在利率上升时期往往表现不佳 [7]

公司表现 - 西南燃气(SWX)股价在过去一个月上涨6.3%，表现优于标普500指数[1] - 公司近期增长评分为A，价值评分为B(位列前40%)，但动量评分仅为F，综合VGM评分为A[3] - 公司获得Zacks Rank 2(买入)评级，预计未来几个月将带来高于平均水平的回报[4] 盈利预测 - 过去一个月盈利预测呈下降趋势，共识预期下调9.72%[2] - 盈利修正幅度和方向表明整体预期向下调整[4] 行业比较 - 同属公用事业-天然气分销行业的ONE Gas(OGS)同期上涨1.7%[5] - ONE Gas最新季度营收9.3519亿美元，同比增长23.3%，每股收益1.98美元(上年同期1.75美元)[5] - ONE Gas当前季度预期每股收益0.54美元，同比增长12.5%，但30天内共识预期下调2.3%[6] - ONE Gas同样获得Zacks Rank 2(买入)评级，但VGM评分较低为C[6]

股价表现 - UGI股价在过去一个月上涨8.9% 并创下52周新高36.51美元 [1] - 年初至今累计涨幅达29.3% 远超公用事业板块8.1%的涨幅和燃气分销行业-0.8%的回报率 [1] 业绩驱动因素 - 连续四个季度盈利超预期 最近一期财报EPS为2.21美元 远超共识预期1.8美元 [2] - 本财年预计营收78.1亿美元 EPS为3.11美元 分别同比增长8.36%和1.63% [3] - 下一财年营收预期87.4亿美元 EPS预期3.14美元 同比增幅分别为11.82%和0.86% [3] 估值分析 - 当前动态市盈率11.7倍 低于行业平均16.6倍 [7] - 市现率5.6倍 显著低于同业8.2倍的平均水平 [7] - PEG比率2.26 显示估值未达顶级水平 [7] 风格评分 - 价值评分A级 成长评分B级 动量评分F级 综合VGM评分A级 [6] - 获Zacks买入评级(2级) 主要基于盈利预测上调 [8]

动量投资方法论 - 动量投资核心在于追踪股票近期趋势 无论方向 在多头情境下 投资者本质是"买高但期望卖得更高" 关键在于利用股价趋势 一旦股票确立方向 大概率延续该走势 目标是通过固定路径实现及时且盈利的交易 [1] - 动量指标定义存在争议 Zacks动量风格评分作为Zacks风格评分体系的一部分 帮助解决该问题 [2] Atmos Energy(ATO)动量特征 - 当前动量风格评分为B 分析重点包括价格变动与盈利预期修正 [3] - 短期价格表现优异 过去一周股价上涨2.12% 同期行业涨幅1.06% 月度表现更突出 股价上涨5.53% 超越行业4.23%的涨幅 [6] - 中长期持续跑赢市场 过去季度上涨9.11% 年度涨幅达36.42% 同期标普500指数分别下跌5.82%和上涨9.94% [7] 交易量与盈利预期 - 20日平均交易量达1,224,156股 量价配合显示看涨信号 [8] - 盈利预期持续上调 过去两个月3次全年盈利预期上调 共识预期从7.18美元升至7.21美元 下财年同样有3次上调且无下调 [10] 评级与市场表现关联 - 当前Zacks排名为2(买入) 研究显示Zacks排名1(强力买入)2(买入)且风格评分A或B的股票在未来一个月跑赢市场 [4] - 结合动量评分B与买入评级 该公司被列为近期潜力标的 [12]