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Amgen: Excellent Buy And Hold For A Volatile Market
Seeking Alpha· 2025-03-31 12:00
I am not an investment advisor. This article is for informational purposes and does not constitute as financial advice. Readers are encouraged and expected to perform due diligence and draw their own conclusions prior to making any investment decisions. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seek ...
Buy These 7-9% Yielding Cash Cows For Retirement Income
Seeking Alpha· 2025-03-28 16:44
Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The service offers a free two-week trial for potential investors to explore exclusive income-focused portfolios [1] Group 2 - Most brokerages allow automatic reinvestment of dividends, appealing to passive investors, but there is a preference for actively deploying proceeds into new opportunities [2] - The focus is on defensive stocks with a medium- to long-term investment horizon [2]
Stock Market Sell-Off: 2 Stocks to Buy as We Potentially Head Towards a Recession
The Motley Fool· 2025-03-19 01:09
Economic Outlook - The U.S. economy is showing signs of potential recession, with the Atlanta Federal Reserve predicting a 2.1% decline in Q1 GDP after earlier forecasts of over 2% growth [1] Walmart - Walmart is positioned as a top defensive stock, having gained 2% during the Covid recession while the S&P 500 lost 25%, and rose 12% during the Great Recession of 2008-2009 [2][3] - The company benefits from its size and scale, providing significant buying power that allows it to be a price leader during economic downturns [4] - Walmart's extensive reach means 90% of the U.S. population lives within 10 miles of a store, which supports its Walmart+ membership growth, particularly among wealthier consumers [5] - Upper-income households, defined as those earning $100,000 or more, have been a key growth driver for Walmart, potentially increasing their patronage during a recession [6] - Walmart is also expanding its advertising and online marketplace businesses, enhancing fulfillment capabilities for third-party merchants [7] Philip Morris International - Philip Morris International's traditional cigarette business remains strong, with modest volume growth and strong pricing power, particularly in international markets [8] - The company's smokeless products, such as Zyn and IQOS, are significant growth drivers, with Zyn projected to see volume growth of 34% to 41% this year [9] - IQOS has also experienced solid growth, with plans for broader rollout in the U.S. pending FDA approval [10] - Zyn and IQOS offer better unit economics compared to traditional cigarettes, with Zyn's contribution level being six times greater and IQOS's twice as good [11] - The addictive nature of Philip Morris' products makes them resilient during economic downturns, and the company offers a 3.5% dividend yield, making it an attractive growth stock in a defensive industry [12]
Beyond a Market Correction, Moves to Make Now
MarketBeat· 2025-03-12 11:05
The NASDAQ index has officially moved into correction territory. That means a drop of more than 10% from its most recent high in December 2024. The NASDAQ is the home of many of the best-performing technology stocks of the last two years. It’s also a home for many meme stocks that poke their heads up when markets get frothy. Even if you’re an experienced investor, moves like this can shake your conviction. However, before you consider your next move, here are some important things to consider. Get Tesla ale ...
3 Stocks to Consider With a Possible Recession on the Table
MarketBeat· 2025-03-10 11:46
Economic Sentiment - Investors and consumers are feeling anxious about a potential recession due to an inverted yield curve and a downward revision of GDP growth to -2.8% for Q1 2025 from +4.0% [1][2] Republic Services - Republic Services Inc. (NYSE: RSG) provides essential waste management services, insulating it from declines in consumer spending [4] - The company has shown strong financial performance with a 5.6% year-over-year revenue growth and a 16.4% improvement in net income in the latest quarter [6] - Republic Services has a moderate buy rating with a projected earnings growth of 9.48% and a healthy adjusted free cash flow of nearly $2.2 billion in 2024 [5][6] - The stock has increased nearly 26% in the year ending March 4, and 10 out of 16 analysts have rated it a buy [7] McKesson Corporation - McKesson Corp. (NYSE: MCK) is a major player in the healthcare sector, distributing pharmaceuticals and health supplies, and has seen an 18% year-over-year revenue improvement [9][10] - The company achieved an all-time high stock price in early March after growing more than 20% in the last year, with a projected earnings growth of 11.81% [9][10][12] - McKesson's strategic acquisitions and solid financial footing position it well against potential recession impacts, with 13 out of 15 analysts rating it a buy [11][12] PG&E Corporation - PG&E Corp. (NYSE: PCG) is a key player in the utilities sector, exceeding its goal of 9,000 new-service customer connections for 2024 by over 50% [13][14] - The company reported operating cash flow of $8 billion in 2024, nearly double that of the previous year, and has a projected earnings growth of 9.40% [15] - PG&E's financial position is strong, with its equity needs fully satisfied for a $63 billion capital plan through 2028, despite risks associated with climate change [15]
Consumer Spending Is Slowing—But These Stocks Will Still Thrive
MarketBeat· 2025-03-04 12:48
Core Viewpoint - The contraction in consumer spending in the United States for the first time in nearly two years indicates potential weakness for consumer cyclical stocks and the broader economy [1] Group 1: Consumer Spending and Market Sentiment - Weakening consumer data may lead to a shift towards "defensive" stocks, as investors seek safety amid potential market volatility [2] - If further contractions in consumer spending are reported, capital may gradually shift from cyclical stocks to defensive names [2][4] - Recent performance indicates a rotation towards defensive stocks, with consumer staples outperforming discretionary stocks by 10.5% over the past month [5][6] Group 2: Institutional Activity and Stock Recommendations - Institutional investors have increased their holdings in consumer staples ETFs by 11.6%, while $3.5 billion was sold in discretionary ETFs, highlighting a clear rotation [7] - Colgate-Palmolive is highlighted as a stable investment with a 12-month price forecast of $101.61, indicating a potential upside of 9.57% [8][10] - Exxon Mobil is also noted for its momentum, with a 12-month price forecast of $129.25, suggesting a 20.02% upside [11][12] Group 3: Valuation Insights - Colgate-Palmolive's high price-to-book ratio of 136.2x reflects market willingness to pay a premium for stability amid consumer spending slowdowns [9] - Analysts maintain a consensus price target for Colgate-Palmolive at $101.61, indicating a favorable outlook despite its high valuation [10] - Exxon Mobil's fair valuation is estimated at $135 per share, suggesting further upside potential as reliance on oil remains critical during economic slowdowns [12]