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Altria's Dividend Is Aging Like Fine Wine
Seeking Alpha· 2025-07-08 13:56
Core Insights - Altria Group, Inc. is recognized for its perceived safety in investments, often associated with phrases like "Sleep well at night" and "Like Clockwork" [1] Group 1 - The company is known for its dividends, appealing to long-term investors through Dividend Growth Investing (DGI) and Dividend Reinvestment Plans (DRIP) [1] - Altria is also considered a viable option for short-term trading, indicating its versatility in investment strategies [1]
Recent Price Trend in Allot Communications (ALLT) is Your Friend, Here's Why
ZACKS· 2025-07-08 13:50
Core Viewpoint - The article emphasizes the importance of identifying sustainable trends in short-term investing to maximize profits, highlighting the challenges investors face in maintaining momentum in stock prices [1][2]. Group 1: Stock Performance - Allot Communications (ALLT) has shown a significant price increase of 58.3% over the past 12 weeks, indicating strong investor interest [4]. - In addition to the long-term trend, ALLT has maintained a price increase of 2.9% over the last four weeks, suggesting that the upward trend is still intact [5]. - Currently, ALLT is trading at 90.5% of its 52-week high-low range, indicating a potential breakout opportunity [5]. Group 2: Fundamental Strength - ALLT holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6]. - The stock also has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7]. Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for identifying stocks like ALLT that have sufficient fundamental strength to sustain their recent uptrends [3]. - The article suggests that there are multiple stocks passing through this screening process, providing additional investment opportunities for trend-focused investors [8].
Is Hologic Stock's Low Valuation an Opportunity or a Value Trap?
ZACKS· 2025-07-08 13:36
Core Insights - Hologic (HOLX) is currently attractively priced with a Value Score of B, trading at a forward five-year price-to-sales (P/S) of 3.39X, which is lower than its median of 4.33X and the industry average of 4.14X [1][4] - The company has faced a tough macroeconomic environment, resulting in a 10.8% year-to-date decline in shares, underperforming the industry and S&P 500 [5] - Despite returning to top-line growth in Q3 of fiscal 2024, fiscal 2025 has shown mixed performance with a 0.9% revenue increase in Q1 and a 1.2% decline in Q2 [7][10] Valuation Comparison - Hologic's P/S ratio of 3.39X is favorable compared to peers QIAGEN (3.30X) and Abbott (2.50X), but it trades at a premium to the broader Medical sector's historical average of 2.33X [4] - The company has reaffirmed its revenue guidance but lowered its adjusted EPS forecast to $4.15-$4.25 from $4.25-$4.35, indicating potential challenges ahead [12] Performance Challenges - Hologic's performance has been impacted by a stronger U.S. dollar, a significant drop in Breast Health revenues, and the loss of a $50 million annual revenue stream from HIV testing in Africa [8][10] - Analysts have become increasingly cautious, with the Zacks Consensus Estimate for fiscal 2025 EPS decreasing by 2.1% to $4.19 over the past 90 days [13] Growth Drivers - The Surgical business has shown a 7.6% compound annual growth rate (CAGR) over the last decade, driven by products like MyoSure and the acquisition of Gynesonics [15] - Hologic's strong financial health is highlighted by $169.5 million in operating cash generated in Q2 of fiscal 2025 and a cash position of $1.43 billion [16] Overall Outlook - While Hologic's Surgical division shows ongoing momentum and financial stability, macroeconomic headwinds and declining sales in key areas have negatively impacted performance [17] - The negative earnings estimate trend suggests continued near-term challenges, leading to a less compelling investment case at this time [18]
CEA's Miran: Tariffs have caused no pain for American consumers at all
CNBC Television· 2025-07-08 13:18
Joining us now with the details, White House Council of Economic Adviserss Stephen uh Myron and um Okay, maybe now, but they're going up any any time now. Uh Stephen, one of these CPI or PPI prints is going to be frightening because of tariffs. No, we've been waiting and waiting and you're telling me that that prices have actually been declining.Good morning. Thanks for having me. Yeah.So what we did was we looked through the details of the PCE inflation data and CPI2 and then at every good in those data we ...
油价无视供应端利空,底气如何?炼油需求正冲历史峰值,美国页岩油钻井数暴跌,贸易乐观情绪提振维持多久?油价将现“夏季闪电战”,注意多头反攻开启短暂时间窗口>>
news flash· 2025-07-08 13:10
原油市场认知差:OPEC+增产≠真实供应 油价无视供应端利空,底气如何?炼油需求正冲历史峰值,美国页岩油钻井数暴跌,贸易乐观情绪提振 维持多久?油价将现"夏季闪电战",注意多头反攻开启短暂时间窗口>> 相关链接 ...
Buy 5 Leisure and Recreation Stocks Amid Solid Short-Term Price Upside
ZACKS· 2025-07-08 12:41
Industry Overview - The Leisure and Recreation Services industry is experiencing growth due to optimized business processes, consistent partnerships, and digital initiatives [1] - Strong demand for concerts, easing trade tensions, and robust bookings for cruise operators are supporting the industry [1][2] Cruise Industry - The cruise industry is benefiting from strong demand and increasing booking volumes, with solid pricing and onboard spending contributing positively [3] - Carnival Corporation & plc (CCL) is raising its full-year 2025 guidance due to sustained demand strength and operational efficiency [5][6] - CCL has an expected revenue growth rate of 5.4% and earnings growth rate of 38% for the current year [6] Theme Park Industry - The theme park industry is also seeing robust demand, with operators benefiting from improved visitation [3] Company Highlights - **Carnival Corporation & plc (CCL)**: Zacks Rank 2, benefiting from increased booking volumes and onboard revenues, with a P/E ratio of 15.1X compared to the industry average of 21.7X [5][7] - **Manchester United plc (MANU)**: Zacks Rank 1, expected revenue growth of 9.6% and earnings growth of 56.6% for the current year, with a potential upside of 50.1% from current brokerage targets [10][12][13] - **The Marcus Corporation (MCS)**: Zacks Rank 2, engaged in lodging and entertainment, with expected revenue growth of 5.2% and earnings growth of over 100% for the current year [14][15] - **Madison Square Garden Sports Corp. (MSGS)**: Zacks Rank 2, expected revenue growth of 6.5% and earnings growth of over 100% for the current year, with a potential price target increase of 24.8% [18][20] - **Pursuit Attractions and Hospitality Inc. (PRSU)**: Zacks Rank 1, expected revenue growth of 6.2% and earnings growth of 11% for the next year, with a potential price target increase of 44.4% [22][23][24]
X @Bloomberg
Bloomberg· 2025-07-08 12:30
Chile’s consumer prices fell twice as much as expected in June, fueling expectations that the central bank will resume interest rate cuts this month https://t.co/fxVZLYUfoE ...
面板价格观察 | 7月,预估电视面板价格呈下跌趋势,显示器面板需求放缓
TrendForce集邦· 2025-07-08 08:41
| | | | T TrendForce | | --- | | 应用别 | प्तचे | 分辨率 | 出货型态 | | | 液晶显示屏价格下旬预测 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | (E | 를 | 均价 | 与前月差异(% | | | 电视 | een M | 3840x2160 | Open-Cell | I ea | 178 | 174 | -2.0 | -1.1% | | | SE .. M | 3840x2160 | Open-Cell | II d | 127 | 124 | -2.0 | -1.6% | | | 43"W | 1920x1080 | Open-Cell | 62 | રિ | 64 | -1.0 | -1.5% | | | 32"W | 1366x768 | Open-Cell | 34.0 | 36.0 | 35.0 | -1.0 | -2.8% | | 桌上显示器 | 27"W (IPS) | 1920x1080 | LED | 57.6 | ર્સ જ | 63 ...
X @Bloomberg
Bloomberg· 2025-07-08 08:40
Donald Trump’s delay of tariff increases until August 1 may have just softened the price impact for Christmas by pushing it into 2026, according to UBS Chief Economist Paul Donovan https://t.co/uF3hV0dbQa ...
Oil Prices to Fall in Autumn, BofA's Blanch Says
Bloomberg Television· 2025-07-08 08:07
Francisco Blanch, head of global commodities and derivates research at Bank of America, discusses OPEC+'s recent decision to increase oil production for the month of August. "It's been a good time to add those barrels and the market hasn't struggled for the time being to absorb it," Blanch tells Bloomberg Television. "We are negative into the second half of the year," he adds, saying that Bank of America sees Brent hit "low sixties" and WTI "high fifties." -------- More on Bloomberg Television and Markets L ...