Treasury Wine Estates said it will write down the value of its US business by $450 million because of a forecast decline in cash flows https://t.co/5hgVQ6pUOE ...

Core Viewpoint - Investing for dividend income can provide a steady cash flow without the need to sell shares, making it a lucrative strategy for long-term investors [1] Group 1: ETF Overview - The Schwab U.S. Dividend Equity ETF (SCHD) offers a way to invest in dividend-paying stocks without the need to sift through individual companies [2] - The ETF is designed to provide steady cash flow, with a current price of approximately $27.59 and a daily change of 0.51% [6][10] Group 2: Sector Allocation - Unlike tech-heavy funds, SCHD has a lower exposure to technology stocks, comprising only 8.3% of its holdings, which may provide better stability during market corrections [4] - The ETF has higher weightings in sectors such as energy, consumer staples, healthcare, and industrials, focusing on companies with strong dividend growth [7] Group 3: Top Holdings - The top 10 holdings of SCHD include well-established companies like Merck & Co, Amgen, and Coca-Cola, all of which have increased their dividends for at least eight consecutive years [8][9] - These companies demonstrate competitive advantages and the ability to consistently pay larger dividends to shareholders [9] Group 4: Financial Metrics - The ETF currently offers a distribution yield of 3.87%, which is above average compared to many individual stocks [11] - Since the end of 2011, the ETF's distribution has increased by 541%, indicating strong growth potential for future cash flows [11][13] Group 5: Investment Potential - A $500 investment in SCHD can yield approximately $18.60 in annual cash flow, with the potential for this amount to grow over time through reinvestment and additional contributions [10][13] - Holding and reinvesting dividends can lead to significant compounding effects over a long investment horizon [13]

Core Viewpoint - Primo Brands Corporation (NYSE:PRMB) is currently viewed as a stock under $20 with potential investment interest, but recent analyst reports indicate concerns about declining sales and operational challenges [1][2]. Group 1: Analyst Ratings and Price Targets - Goldman Sachs analyst Bonnie Herzog has reduced the price target for PRMB from $21 to $18 while maintaining a Neutral stance, citing expectations of a faster and more prolonged sales decline [1]. - Truist Financial analyst Bill Chappell reaffirmed a 'Buy' rating on PRMB, indicating some analysts still see value in the stock despite recent challenges [3]. - BMO Capital has also lowered its price target for PRMB from $42 to $39 while keeping an 'Outperform' rating, reflecting mixed sentiments among analysts [3]. Group 2: Business Operations and Challenges - The direct delivery business of Primo Brands, which significantly contributes to sales, is facing service disruptions, raising concerns about the company's ability to recover in the near term [2]. - There is a lack of clarity regarding the recovery timeline for the company, which adds to the cautious outlook from analysts [2]. Group 3: Company Overview - Primo Brands Corporation is a Connecticut-based branded beverage company established in 1976, focusing on providing healthy hydration options across North America [4].

Core Insights - Primo Brands Corporation (NYSE:PRMB) is identified as a promising stock with potential upside, despite a recent price target reduction by Barclays analyst Lauren Lieberman from $25 to $24 while maintaining an Overweight rating [1] Financial Performance - In Q3 2025, Primo Brands reported net sales of $1.766 billion, reflecting a 1.6% year-over-year decline, but achieved a Comparable Adjusted EBITDA of $404.5 million, which is a 6.8% year-over-year increase, resulting in a solid margin of 22.9% [2] - The decline in overall net sales was primarily due to the Direct Delivery business, which experienced a 6.5% comparable net sales decline, approximately $47 million, attributed to integration challenges and increased costs [3] Business Operations - Primo Brands operates as a branded beverage company in North America, providing solutions through water dispensers, direct delivery of refillable/reusable bottles, a pre-filled water exchange program, and water filtration appliances, along with self-service water refill stations [4]

Its success is part random chance, part clever navigation of political fault lines that have not spared America’s big soft-drinks companies https://t.co/MtQLTwPgFq ...

Core Viewpoint - Rosen Law Firm is reminding investors who purchased common stock of Primo Water Corporation and Primo Brands Corporation during specified periods about a class action lawsuit and the upcoming lead plaintiff deadline on January 12, 2026 [1][2]. Group 1: Class Action Details - Investors who purchased Primo Brands securities during the class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties can join by contacting Rosen Law Firm [3][6]. - The lawsuit claims that defendants misrepresented key facts about the merger between Primo Water and BlueTriton Brands, leading to investor damages when the true details emerged [5]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified counsel with a successful track record in securities class actions, highlighting its own achievements in this area [4]. - The firm has secured significant settlements for investors, including over $438 million in 2019 alone, and has been recognized as a leader in the field of securities class action settlements [4].

Core Viewpoint - Keurig Dr Pepper Inc. is viewed as a potentially safe investment despite recent stock declines, with a yield of 3.3% indicating value for investors [1] Company Overview - Keurig Dr Pepper Inc. produces and distributes a variety of beverages, including soft drinks, specialty coffee, tea, and ready-to-drink beverages [1] Strategic Decisions - The company is recognized for making strategic changes, including the decision to break up its business, which is seen as a positive move as the combination of a coffee machine company with a soda company lacked real benefits [1] - Wall Street prefers companies that are simpler and easier to understand, suggesting that the breakup could enhance investor appeal [1]

Core Insights - The article emphasizes the importance of including specific stocks in a million-dollar portfolio to counteract inflationary pressures and achieve significant capital appreciation [3][6]. Company Summaries Alphabet (GOOG) - Alphabet's cloud operations experienced a 35% year-over-year growth last quarter, indicating strong performance in this segment [4][6]. - The company is investing heavily in artificial intelligence (AI) through its Gemini model, which is crucial for maintaining its market leadership in the AI space [6]. - Recent investments from Berkshire Hathaway in Alphabet reinforce its status as a world-class growth stock with a reasonable valuation [6]. Fortis (FTS) - Fortis is recognized for its stability and strong long-term total returns, driven by consistent dividend growth, boasting a 3.5% current dividend yield and 51 consecutive years of dividend increases [7][8]. - The company announced a $28.8 billion capital spending plan over the next five years, which is expected to enhance its cash flow generation [7]. - Fortis reported a 42% year-over-year increase in earnings per share, attributed to improved operational efficiency and price increases [7]. Coca-Cola (KO) - Coca-Cola is highlighted as a globally recognized brand, with strong total returns similar to Fortis, and is a long-term holding for Warren Buffett [8][9]. - The company faces challenges in maintaining pricing power amid inflationary pressures, but management aims to achieve a $12 billion cash flow target within the next year [9].

Core Insights - Coca-Cola (NYSE: KO) has shown strong stock performance with a year-to-date gain of 17.85%, despite a slight decline of 1.38% since its peak on April 22 [3][4] - The company is expanding its global footprint, with significant investments such as over $1.4 billion in Argentina to enhance production and logistics [4] - Coca-Cola's diverse beverage portfolio, including non-carbonated drinks and recent acquisitions like Costa Coffee, has contributed to its competitive edge [5][13] Financial Performance - Coca-Cola reported Q3 earnings that exceeded analysts' expectations, with an adjusted EPS of 82 cents against a forecast of 78 cents, and revenue of $12.41 billion compared to expectations of $12.39 billion [6] - The company's revenue and net income have shown growth over the years, with projected revenues of $47.1 billion for 2024 and net income of $10.6 billion [10] Market Position and Strategy - Coca-Cola has a 40% market share in the non-alcoholic beverage sector, driven by its focus on high-growth brands and product innovation [10] - The company is leveraging digital technology and AI to enhance operational efficiency and consumer insights, which is expected to improve profitability [14] - Coca-Cola's strategy includes hyper-localization, catering to regional tastes, and expanding its direct-to-consumer channels [15][16] Future Outlook - Analysts predict a median one-year price target of $79.08 for Coca-Cola, indicating an upside potential of 8.50% from the current share price [20] - The company is expected to reach a stock price of $101.25 by 2030, representing a potential upside of 38.92% [21] - Continued investment in sustainability and advanced technologies is anticipated to drive future growth [21]

Bottled milkshakes and canned coffee drinks have found themselves in the UK chancellor’s crosshairs https://t.co/zEsUxkReJV ...