A live audio webcast of the presentation will be accessible through Johnson & Johnson's Investor Relations website at www.investor.jnj.com. An archived edition of the session will be available later that day. The audio webcast replay will be available approximately 48 hours after the webcast. thth NEW BRUNSWICK, N.J.--(BUSINESS WIRE)--Johnson & Johnson (NYSE: JNJ) will present at the Barclays 28 Annual Global Healthcare Conference on Tuesday, March 10, 2026. Management will participate in a Fireside Chat at ...

Core Insights - Johnson & Johnson (JNJ) has a diverse revenue stream in its Innovative Medicine division, with sales reaching $60.4 billion in 2025, reflecting a 5.3% operational growth and a 4.1% organic growth despite the loss of exclusivity for Stelara [1][10] Group 1: Sales Performance - The Innovative Medicine segment achieved over $15 billion in sales for three consecutive quarters in 2025, marking the first time it surpassed $60 billion in full-year sales [2] - Key products such as Darzalex, Tremfya, and Erleada contributed significantly to growth, with Darzalex sales increasing by 23.0% to $14.35 billion, Erleada by 19.2% to $3.57 billion, and Tremfya by 40.5% to $5.2 billion [6][9] - The decline in Stelara sales by 41.3% to $6.08 billion in 2025 due to its loss of exclusivity negatively impacted the segment's growth by 1110 basis points [4][5] Group 2: Future Outlook - J&J anticipates accelerated growth in the Innovative Medicine segment in 2026, driven by key products and new launches, with expected growth of 5% to 7% from 2025 to 2030 [7][9] - The company expects a more pronounced impact from new products in 2026, including Rybrevant and Caplyta, following approvals in 2025 [7] - However, the impact of generic competition is expected to intensify in 2026, particularly for Stelara, Simponi, and Opsumit as they lose patent protection [8] Group 3: Competitive Landscape - J&J operates in key areas of immunology and oncology, facing competition from major drugmakers such as Novartis, AstraZeneca, AbbVie, and Amgen [10][11] Group 4: Stock Performance and Valuation - J&J's stock has outperformed the industry, rising 55.6% over the past year compared to an 18.0% increase in the industry [12] - The company's shares are currently trading at a price/earnings ratio of 20.63, higher than the industry average of 18.76 and above its five-year mean of 15.65 [14] - The Zacks Consensus Estimate for 2026 earnings has increased from $11.48 to $11.54, indicating positive sentiment [16]

This story was originally published on Manufacturing Dive. To receive daily news and insights, subscribe to our free daily Manufacturing Dive newsletter. U.S. sustainability policy may have shifted, but some manufacturers are still finding a faster path to climate, governance and workforce gains by investing in domestic production. The reshoring wave has triggered staggering levels of investment: Apple has pledged more than $500 billion toward U.S. operations over the next four years, and Johnson & Johnso ...

前半句是世界观，讲的是万物运行之道，后半句是方法论，告诉人们遇到问题应当怎么做。 第 58 章则把这一原理具体落脚到"祸福相依"这样一个日常的智慧当中，使之成为了人人都可以理解 和掌握的方便法门。 在投资和商业管理中，这一智慧同样适用。 " 反者道之动，弱者道之用。天下万物生于有，有生于无。 "—— 《道德经》第 40 章 " 祸兮，福之所倚；福兮，祸之所伏。孰知其极？其无正也。正复为奇，善复为妖。人之迷，其日固 久。 "—— 《道德经》第 58 章 反者道之动，弱者道之用 作者/ 舒泰峰 重阳投资合伙人、财经作家 著有《财富是认知的变现》、《财富善战者说》等 "反者道之动，弱者道之用"是《道德经》的最精彩表述之一，它的意思是说道的运行规律是循环往复 的，物极必反；而道发挥作用的方式则是柔弱谦下，顺势而为。 （一） 1982 年 9 月 29 日早晨，芝加哥一位 12 岁的小女孩玛丽 · 凯勒曼由于感冒吃了一粒泰诺，几分 钟后倒地身亡。同一天，又有几名互不相识的受害者相继暴毙。警方发现，这些受害者唯一的共同点 就是服用了泰诺胶囊。经检测，胶囊里被混入了氰化物，含量是致死量的 100 倍。 全美陷入疯抢退货潮， ...

Core Insights - The article discusses the characteristics of good dividend stocks, emphasizing the balance between dividend yield and growth track record [1][2] Dividend Performance - Over the last 50 years, S&P 500 companies that increased their dividends delivered a 10.2% average annual return, while those with no change returned 6.8% annually [2] - Companies with higher dividend payout ratios outperformed the market more often than those with lower ratios [2] Company Profiles Johnson & Johnson - Johnson & Johnson has a dividend yield of 2.2%, nearly double the S&P 500's yield of 1.2% [5] - The company has a record of increasing its dividend for 63 consecutive years, qualifying it as a Dividend King [5] - Johnson & Johnson generated $20 billion in free cash flow last year, covering its $12.4 billion in dividends [6] - The company invested $14.7 billion in R&D last year and completed a $14.6 billion acquisition of Intra-Cellular Therapies [8] Medtronic - Medtronic has a dividend yield of 2.8% and delivered its 48th consecutive annual dividend increase last year [9] - The company generated $5.2 billion in free cash flow during its 2025 fiscal year, covering the $3.6 billion in dividends paid out [11] - Medtronic invested $2.7 billion in R&D and agreed to acquire Cathworks for $585 million to enhance its growth profile [12] Investment Consideration - Both Johnson & Johnson and Medtronic are highlighted as strong dividend stocks due to their high-yielding and steadily growing dividends, making them suitable for income portfolios [13]

Group 1: Overview of Sierra Leone's Citizenship by Investment Program - The Sierra Leone Citizenship by Investment program offers a flexible and affordable pathway to citizenship, with a base price of $140,000 for the main applicant and discounts available for applicants of African descent [62][66] - The program allows for the inclusion of family members and business partners, making it one of the most affordable options globally for citizenship by investment [6][62] - The program is designed to attract high net worth individuals, providing them with opportunities to invest in a country with significant growth potential and low GDP per capita [46][47] Group 2: Economic and Investment Opportunities - Sierra Leone is focusing on sectors such as agriculture, infrastructure development, energy, and tourism to attract foreign direct investment [45][46] - The government is actively working to create a conducive environment for investors, including the establishment of the National Investment Board to facilitate investment processes [49][50] - The country offers unique opportunities for eco-tourism, with government support for developing eco-lodges and related infrastructure [52][55] Group 3: Banking and Financial Environment - Sierra Leone's banking sector is characterized by a focus on cash transactions, with no capital controls for local entities, making it easier for investors to manage their finances [26][33] - The banking system allows for efficient online banking services, enabling easy transfers and conversions without significant bureaucratic hurdles [31][33] - The country has not signed up for the Common Reporting Standard (CRS), providing a level of privacy for banking clients [26] Group 4: Political Stability and Governance - Sierra Leone is noted for its democratic stability, having undergone peaceful transitions of power, which enhances its attractiveness for foreign investment [22][39] - The government is committed to reforming immigration and investment laws to create a more favorable business environment [22][39] - The country has a strong emphasis on religious tolerance, which contributes to its social stability and peaceful coexistence among diverse communities [56][59] Group 5: Benefits of ECOWAS Membership - Citizenship in Sierra Leone provides access to the Economic Community of West African States (ECOWAS), allowing for easier travel and residence in 12 other West African countries [76][77] - This access simplifies the process for investors looking to expand their operations across the region, enhancing the overall value of Sierra Leonean citizenship [76][78] Group 6: Support for Investors - The Sierra Leone Citizenship by Investment program includes comprehensive support for new citizens, facilitating connections with government officials and providing assistance in navigating the investment landscape [70][72] - The program aims to remove bureaucratic obstacles, making it easier for investors to establish businesses and contribute to the local economy [74][75] - New citizens receive a free company setup and banking services, streamlining the investment process [70][72]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for investment in AI technologies [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is positioned as a critical player in the AI energy sector, owning essential energy infrastructure assets that will benefit from the increasing energy demands of AI [3][7] - This company is described as a "toll booth" operator in the AI energy boom, profiting from the surge in electricity demand driven by AI advancements [4][5] Market Position - The company is noted for its unique capabilities in executing large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including nuclear energy, oil, gas, and renewables [7][8] - It is completely debt-free and has a significant cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other heavily indebted energy firms [8][10] Strategic Advantages - The company holds a substantial equity stake in another AI-related venture, providing investors with indirect exposure to multiple growth opportunities in the AI sector without the associated premium costs [9][10] - The company is benefiting from the onshoring trend driven by tariffs, which is expected to enhance its operational capabilities and market presence [6][14] Future Outlook - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, making investments in AI a strategic move for future growth [12] - The potential for significant returns is emphasized, with projections suggesting a possible 100% return within 12 to 24 months for investors who act now [15][19]

Core Insights - Johnson & Johnson announced 12-month pilot-phase data from the OMNY-AF study, indicating progress in their research efforts [1] - The company highlighted new findings related to the VARIPULSE Platform, suggesting advancements in technology and potential applications in the healthcare sector [1] Group 1 - The OMNY-AF study provides critical data that may influence future clinical practices and treatment options [1] - The VARIPULSE Platform's new findings could enhance the company's product offerings and competitive positioning in the market [1]

Group 1 - The Dow Jones Industrial Average (DJIA) surged over 1200 points, approximately 2.5%, closing at a historic high of 50,115.67 points, marking the fastest completion of a 10,000-point increase from 40,000 to 50,000 since May 2024 [1] - The upward trend in the DJIA has shifted from a focus on technology stocks to a broader range of sectors, benefiting traditional industries and defensive sectors, with notable performances from Goldman Sachs, Caterpillar, Amgen, and Sherwin-Williams [1] - The strong corporate earnings, resilient U.S. economy, and the Federal Reserve's interest rate cuts last year have collectively driven the overall market higher [1] Group 2 - Gina Bolvin, President of Bolvin Wealth Management Group, indicated that the DJIA's breakthrough of 50,000 is more of a confirmation than a celebration, reflecting investor confidence amidst higher interest rates and global uncertainties [2] - Healthcare stocks, particularly Johnson & Johnson and Merck, have shown resilience, ranking as the second and fifth best-performing components of the DJIA over the past 12 months [2] - Investors are increasing allocations to high-dividend and defensive consumer staples stocks, with Coca-Cola and Walmart being among the top gainers in the DJIA over the past year [2] - Despite the market's broadening focus, technology and AI sectors remain strong, with Nvidia's stock rising approximately 44% over the past year, making it the third-largest gainer in the DJIA [2]

Core Viewpoint - Johnson & Johnson (JNJ) is valued at $565 billion and benefits from a diversified business model that enhances its resilience during economic cycles [1][8]. Business Model and Product Range - The company operates through pharmaceuticals and medical devices divisions, covering areas such as neuroscience, cardiovascular health, immunology, oncology, and infectious diseases [2][8]. - JNJ also offers products in orthopedics, surgery, interventional solutions, and vision markets [2]. Stock Performance and Technical Indicators - JNJ's stock has seen significant appreciation, with a 22.94% increase since a "Buy" signal was issued on November 11 [3]. - The stock recently reached an all-time high of $240 on February 6 and is currently trading at $239.41, with a 50-day moving average of $213.25 [6][9]. - JNJ has a Weighted Alpha of +65.98 and has gained 55.99% over the past 52 weeks [9]. - The stock maintains a 100% "Buy" technical opinion from Barchart, although analyst sentiment is mixed regarding its valuation [8][9]. Financial Metrics - JNJ has a trailing price-earnings ratio of 21.71x and a dividend yield of 2.18% [10]. - Revenue is projected to grow by 6.78% this year and an additional 5.15% next year, while earnings are estimated to increase by 6.90% this year and 8.76% next year [10].