Core Viewpoint - The article discusses potential investment opportunities in cheap dividend-paying stocks that yield between 5.3% and 7.6%, despite the broader market recovery. It highlights five specific companies that remain undervalued and offers insights into their financial metrics and challenges [1][2]. Group 1: Company Summaries - **Bristol-Myers Squibb (BMY)**: A $90 billion pharmaceutical company with a low PEG of 0.12 and a cash-flow multiple of 7. It has a dividend yield of over 5% but faces profitability concerns due to competition affecting core drugs, leading to a 44% revenue drop for Revlimid in Q1 [3][5][6]. - **HF Sinclair (DINO)**: Formed from a merger, it operates seven U.S. refineries and has a crude oil processing capacity of 678,000 barrels per day. The stock has a PEG of 0.2 and a P/CF of 7.3, reflecting a more than 30% drop over the past year, primarily due to industry-wide challenges [7][10]. - **AES Corp. (AES)**: A utility company serving 2.7 million customers with a diverse energy portfolio. It has a PEG of 0.8 and a forward P/CF of 5, but has seen its stock lose over half its value in 2023 due to aggressive transitions to renewables and project delays [13][14][15]. - **Polaris (PII)**: A manufacturer of recreational vehicles, its stock has dropped over 70% since July 2023, resulting in a high dividend yield. The company has faced declining demand and significant revenue and profit drops, with a PEG of negative 1.6 [17][18][20]. - **Atlas Energy Solutions (AESI)**: An energy equipment and services company that has been increasing its dividends since its IPO in March 2023. It has a PEG of 0.2 and a forward P/CF of 5.5, but faces challenges due to fluctuating oil prices affecting demand [21][22][23]. Group 2: Financial Metrics - **Valuation Metrics**: All highlighted companies have a PEG below 1, indicating they are undervalued. The article emphasizes the importance of PEG and P/CF ratios in assessing investment opportunities [8][10]. - **Dividend Coverage**: Companies like DINO and AES have strong dividend coverage ratios, with DINO expected to have a coverage of 180% due to anticipated earnings growth in 2026 [12][16]. - **Market Challenges**: Each company faces unique challenges, such as competition, industry weakness, and fluctuating demand, which have impacted their stock performance and profitability [4][5][10][18].

AES Corporation’s (AES) shares are down 41% in a year against 8.4% growth delivered by its industry and 5.8% rise by its sector. The stock also underperformed the Zacks S&P 500 composite’s one-year return of 11.2%.Image Source: Zacks Investment ResearchOther industry players, such as CenterPoint Energy (CNP) and Consolidated Edison (ED) , however, have delivered a solid performance on the bourses. CNP and ED shares have risen 22.8% and 2.4%, respectively, over the past year.With AES staggering on the bourse ...

Investors with an interest in Utility - Electric Power stocks have likely encountered both AES (AES) and NRG Energy (NRG) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while o ...

Stocks scrambled for direction on Wednesday in a choppy trading session as volatility returned to Wall Street after the Federal Reserve left interest rates unchanged at the end of its two-day policy meeting.Inflation is still high, and the uncertainty over President Donald Trump’s tariffs has raised concerns over the economy’s health. Also, the U.S. economy shrank in the first quarter of 2025. This could keep markets volatile for a longer period.Given this situation, it would be wise to invest in defensive ...

AES (AES) closed the last trading session at $10.44, gaining 2.1% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $14.27 indicates a 36.7% upside potential. According to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that ...

Group 1 - The "Rose's Income Garden" portfolio consists of 83 investments across all sectors, with 10 specifically in the utility sector, highlighting the defensive nature of utilities as safe quality income investments [1] - The "Macro Trading Factory" service is macro-driven and managed by a team of experienced investment managers, focusing on providing investment solutions [1][2] - The service offers two portfolios, "Funds Macro Portfolio" and "Rose's Income Garden," both designed to outperform the SPY on a risk-adjusted basis, catering to investors with limited time or knowledge [2] Group 2 - The portfolios are structured to provide a hassle-free and easy-to-understand investment solution, appealing to those seeking market exposure in a less volatile manner [2] - The emphasis on utilities within the "Rose's Income Garden" portfolio underscores the importance of power as a necessary resource for investment stability [1]

The AES (AES) Q1 2025 Earnings Call May 02, 2025 10:00 AM ET Company Participants Susan Harcourt - VP - Investor RelationsAndrés Gluski - President & Chief Executive OfficerStephen Coughlin - Executive VP & CFORicardo Manuel Falú - EVP, COO & President - New Energy TechnologiesNicholas Campanella - DirectorDavid Arcaro - Executive Director - Equity ResearchDurgesh Chopra - Managing DirectorMichael Sullivan - Director - Equity ResearchRichard Sunderland - Equity Research - North American Utilities & PowerAnt ...

The AES (AES) Q1 2025 Earnings Call May 02, 2025 10:00 AM ET Company Participants Susan Harcourt - VP - Investor RelationsAndrés Gluski - President & Chief Executive OfficerStephen Coughlin - Executive VP & CFORicardo Manuel Falú - EVP, COO & President - New Energy TechnologiesNicholas Campanella - DirectorDavid Arcaro - Executive Director - Equity ResearchDurgesh Chopra - Managing DirectorMichael Sullivan - Director - Equity ResearchRichard Sunderland - Equity Research - North American Utilities & PowerAnt ...

The AES (AES) Q1 2025 Earnings Call May 02, 2025 10:00 AM ET Speaker0 Hello, everybody, and welcome to the AES Corporation Q1 twenty twenty five Financial Review Call. My name is Emily, and I'll be moderating your call today. After the presentation, you will have the opportunity to ask any questions. I will now hand the call over to Susan Harcourt, Vice President of Investor Relations to begin. Susan, please go ahead. Speaker1 Thank you, operator. Good morning and welcome to our first quarter twenty twenty ...

The AES Corporation’s (AES) first-quarter 2025 adjusted earnings of 27 cents per share missed the Zacks Consensus Estimate of 37 cents by 27%. The bottom line also declined 46% from 50 cents per share in the year-ago quarter. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)The decline in adjusted earnings was mainly due to lower realized tax attributes due to the timing of tax attribute recognition, along with decreased contributions from the Energy Infrastructure SBU.The company ge ...