智通财经APP获悉，在黄金、白银等硬商品行情持续吸引市场目光之际，软商品板块正悄悄积累动能， 逐步走进"舞台"中央。谷物、畜牧、乳制品等农业相关品种近期整体走强，也带动覆盖农业全产业链获 得关注。 农产品加工与贸易板块中，Archer Daniels Midland(ADM.US)年内已上涨约17%，股息率接近3%。股价 逼近52周高点，并完成关键65美元关口的向上突破，周线图呈现"倒头肩底"形态。同行邦吉(BG.US)同 期上涨约25%，形成良好的同业验证。若后续有效站稳200周均线，上行空间或进一步打开，年内目标 被看至90美元。 防御型食品板块方面，美国达尔令国际(DAR.US)过去三个月累计上涨约23%，五周连涨，周线50周均 线多年后首次拐头向上。股价近期突破40美元关键阻力位，若守住37美元上方，中期或指向55美元。 在个股层面，部分农业相关股票已率先走强并进入技术性整固阶段。此前两周累计上涨近20%的 Nutrien(NTR.US)，便被视为强势标的之一。与此同时，市场开始将目光投向仍具上行潜力的品种。 化肥与基础材料板块方面，CF工业控股(CF.US)年初至今涨幅已超过18%，并录得四周连涨， ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

Allstate Corp bought a new position in shares of Bunge Global SA (NYSE:BG – Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 4,855 shares of the basic materials company’s stock, valued at approximately $394,000. Get Bunge Global alerts: A number of other institutional investors also recently added to or reduced their stakes in the company. Geode Capital Management LLC increased its position in ...

At the current level of valuation, I do think that Bunge Global SA ( BG ) is an interesting buy to get exposure to the agribusiness industry. Following the merger with Viterra in July, theI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in financial modelling, valuation, and qualitative ...

Core Insights - The year 2025 began with strong optimism for stock prices, but this was quickly challenged by low-cost AI initiatives from China, tariff issues, high inflation, and elevated interest rates [1] - Investor sentiment improved midyear as trade tensions eased and the Federal Reserve cut interest rates three times, but a U.S. government shutdown and concerns over AI sector valuations dampened enthusiasm [2] Investment Opportunities - Despite market volatility, investing in stocks remains viable; following broker recommendations and maintaining a watchlist of broker-favorite stocks can be beneficial [3][4] - A screening strategy was developed to identify stocks with improving broker recommendations and upward earnings estimate revisions, utilizing the price/sales ratio as a complementary valuation metric [5][6] Stock Highlights - Bunge Global SA (BG) is undergoing a strategic overhaul with the Viterra merger to enhance global scale and long-term returns; it has surpassed earnings estimates in three of the last four quarters with an average beat of 11.75% [8][9] - Air Canada (ACDVF) has seen a 98.9% increase in earnings estimates for 2026 due to strong travel demand and lower fuel costs, surpassing earnings estimates in two of the last four quarters [9][10] - Adient (ADNT), a major automotive seating supplier, has a strong market position with a 23.62% average earnings beat over the last four quarters [11] - Arrow Electronics (ARW) has a projected EPS growth rate of 10.7% over the next 3-5 years and has consistently surpassed earnings estimates, with an average beat of 14.6% [12][13] - ChargePoint Holdings (CHPT) is a leader in EV charging, recently launching a next-gen software platform; its earnings estimates for fiscal 2026 and 2027 suggest year-over-year improvements of 32.4% and 35.8%, respectively [14][15]

Group 1: Macy's - Macy's is an omnichannel retail organization operating stores, websites, and mobile applications, with a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for Macy's current year earnings increased by 9.6% over the last 60 days [1] - Macy's shares gained 26.3% over the last three months compared to the S&P 500's gain of 3.6%, and the company has a Momentum Score of A [2] Group 2: Bunge Global - Bunge Global is an integrated global agribusiness and food company, with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for Bunge Global's current year earnings increased by 4.8% over the last 60 days [2] - Bunge Global's shares gained 10.5% over the last three months compared to the S&P 500's gain of 3.6%, and the company has a Momentum Score of A [3] Group 3: Transportadora de Gas del Sur S.A. - Transportadora de Gas del Sur S.A. transports natural gas in Argentina and has a Zacks Rank 1 [3] - The Zacks Consensus Estimate for Transportadora de Gas del Sur S.A.'s current year earnings increased by 34.3% over the last 60 days [3] - Transportadora de Gas del Sur S.A.'s shares gained 47.8% over the last three months compared to the S&P 500's gain of 3.6%, and the company has a Momentum Score of B [4]

Core Insights - The article highlights stocks with strong income characteristics and a buy rank for investors to consider on December 29th Group 1: Macy's (M) - Macy's is an omnichannel retail organization operating stores, websites, and mobile applications [1] - The Zacks Consensus Estimate for Macy's current year earnings has increased by 9.6% over the last 60 days [1] - Macy's has a dividend yield of 3.3%, which is higher than the industry average of 2.2% [1] Group 2: Bunge Global SA (BG) - Bunge Global SA is an integrated global agribusiness and food company that spans the farm-to-consumer food chain [2] - The Zacks Consensus Estimate for Bunge's current year earnings has increased by 4.8% over the last 60 days [2] - Bunge has a dividend yield of 3.1%, compared to the industry average of 0.0% [2] Group 3: Science Applications International (SAIC) - Science Applications International is a leading information technology and professional services provider primarily to the U.S. government [3] - The Zacks Consensus Estimate for SAIC's current year earnings has increased by 2.3% over the last 60 days [3] - SAIC has a dividend yield of 1.4%, which is higher than the industry average of 0.0% [3]

Group 1: Company Highlights - McGraw Hill, Inc. (MH) has seen a 43% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days, focusing on education solutions for preK-12, higher education, and professional learning [1] - Macy's (M) has experienced a 9.6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days, operating as an omnichannel retail organization [2] - Valero Energy (VLO), the largest independent refiner and marketer of petroleum products, has seen a 9.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days, with a refining capacity of 3.1 million barrels per day [3] - Bunge Global SA (BG) has experienced a 4.8% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days, operating as an integrated global agribusiness and food company [4] - Science Applications International (SAIC) has seen a 2.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days, providing information technology and professional services primarily to the U.S. government [4]

Group 1 - Bunge Global SA (NYSE:BG) is recognized as one of the 15 Dividend Stocks with low payout ratios and strong upside potential [1] - Morgan Stanley upgraded Bunge to Overweight from Equal Weight, raising the price target to $120 from $95, citing improved risk and reward profile due to synergy optionality, particularly with Viterra [2] - The company reported Q3 2025 earnings per share of $0.86, down from $1.56 in Q3 2024, but adjusted EPS was $2.27, slightly down from $2.29 a year earlier, with adjusted segment EBIT rising to $924 million from $559 million [3] Group 2 - Year-to-date, Bunge generated approximately $1.2 billion in adjusted funds from operations and repurchased 6.7 million shares for $545 million, maintaining $386 million in retained cash flow [4] - The company benefits from a larger production footprint, especially in Argentina, which has led to higher processing volumes [4] - Bunge operates as a global agribusiness and food company, connecting farmers to end markets through handling agricultural commodities related to food, feed, and fuel [4]

Core Insights - The article discusses the importance of low payout ratios in dividend stocks and highlights companies with strong upside potential and sustainable dividends [1][2][3] Dividend Payout Ratios - A high payout ratio indicates that a large portion of earnings is distributed to shareholders, leaving less for reinvestment [1] - Historical data shows that companies in the second quintile of payout ratios (averaging 40%) have outperformed those in the first quintile (averaging 75%) over multiple decades [2] - Companies with lower payout ratios are less likely to cut dividends during earnings declines, as they have more margin for error [3] Investment Methodology - The selection process involved screening for companies with a 5-year average payout ratio below 60%, indicating a strong cash position [6] - Stocks were further filtered to include those with a minimum upside potential of 25% based on analysts' targets as of December 24 [6] - The final list included 15 companies favored by hedge funds, as per Insider Monkey's database for Q3 2025 [6][7] Company Highlights - **Houlihan Lokey, Inc. (NYSE:HLI)**: - 5-Year Average Payout Ratio: 40.94% - Upside Potential: 26.3% - Recent revenue of $659 million, up from $575 million year-over-year, with net income rising to $112 million [9][10][11] - **Weyerhaeuser Company (NYSE:WY)**: - 5-Year Average Payout Ratio: 59.1% - Upside Potential: 32.1% - Recent initiatives include a joint venture with Aymium to produce sustainable biocarbon, with plans to convert over 7 million tons of wood fiber annually [13][15][16][17] - **Bunge Global SA (NYSE:BG)**: - 5-Year Average Payout Ratio: 22.6% - Upside Potential: 33.2% - Recent earnings per share reported at $0.86, with adjusted segment EBIT rising to $924 million [18][20][21]