Turnaround Stories - Nike has shown improvement under CEO Elliott Hill, stabilizing its U.S. market, with China as the next focus [1] - Procter & Gamble's weak quarterly earnings were expected, with management indicating that the worst is behind them, setting the stage for better performance in 2026 under new CEO Shailesh Jejurikar [1] - Starbucks is seeing steadier performance in China and improving U.S. sales trends, with an update expected during Investor Day next week [1] - Texas Roadhouse has faced cattle inflation but is expected to benefit from declining beef prices, maintaining a position in the portfolio [1] Key Holdings Updates - Apple announced a partnership with Alphabet, allowing the use of Google's AI technology, which is seen as a significant win [1] - Amazon's stock is urged to be retained despite emotional trading, with a reaccelerating cloud business poised for a breakout [1] - Broadcom delivered a strong quarter but has underperformed; buying the dip is being considered [1] - Boeing is recommended for long-term ownership due to strong free cash flow and increased orders [1] - BlackRock's acquisitions are expected to expand its client base and exposure to fast-growing markets [1] Sector Insights - Corning is positioned well in the data center market, replacing copper with fibers that reduce heating costs [2] - Alphabet is viewed as a leading tech stock, with its AI model Gemini 3 outperforming competitors [2] - Goldman Sachs shows strong momentum in financials due to its Wall Street dealmaking business [2] - Home Depot's performance is uncertain despite being a beneficiary of interest rate cuts [2] - Eli Lilly is expected to expand its reach in the GLP-1 market with new drug developments [2] Stock Performance and Strategy - Meta Platforms is recognized as a premier ad company, with a more reasonable stock valuation due to increased AI spending [2] - Microsoft has seen a 14% decline, with uncertainty surrounding its AI assistant and OpenAI partnership [2] - Nvidia's stock is volatile due to geopolitical tensions, with a holding pattern expected until the GTC conference in March [2] - Palo Alto Networks is benefiting from AI integration in cybersecurity, presenting a potential buying opportunity [2] - Wells Fargo is transitioning into an investment house under CEO Charlie Scharf, with hopes for revenue diversification [2]

Group 1 - The core theme for Xining's commerce system in 2023 is "Shopping in Xining, Fueling All Seasons," with over 70 events planned to boost consumption throughout the year [1] - Initiatives to stimulate domestic demand include programs for replacing old automobiles and home appliances, as well as direct subsidies for fuel [1] - The city aims to enhance cultural and tourism integration by leveraging events like the Qingchao League and Qing Fair to promote cultural tourism consumption [1] Group 2 - By 2025, Xining plans to enhance consumer spending and market vitality, targeting over 130 million yuan in combined policy and funding support for businesses [2] - The introduction of new enterprises is expected to generate an additional sales volume of approximately 3.53 billion yuan, with 59 new businesses being cultivated [2] - Major consumer categories, particularly automobiles and home appliances, are projected to benefit from subsidies totaling 1.129 billion yuan, stimulating consumption by 15.508 billion yuan and directly leading to the sale of nearly 14,000 vehicles [2]

Group 1: Seasonal Patterns Overview - The article discusses five seasonal trading patterns that have consistently delivered high returns over time [2][27] - These patterns are based on historical data and are designed to provide actionable trading opportunities [27] Group 2: Tapestry Inc. - Tapestry Inc. (NYSE:TPR) has a seasonal pattern that starts now, with a return on investment (ROI) of 192% over a duration of 35 days [3][5] - The company is known for luxury brands like Coach, Kate Spade, and Stuart Weitzman, and performs well when consumer spending confidence is high [5][6] Group 3: Costco Wholesale Corp. - Costco (NASDAQ:COST) has a seasonal pattern starting in February, with an ROI of 50% over 13 days [7][10] - The company operates on a bulk-buy model and maintains a loyal membership base, making it resilient in volatile markets [9][10] Group 4: SPDR Gold Shares - SPDR Gold Shares (NYSE:GLD) has a seasonal pattern starting in March, with an ROI of 153% over 23 days [10][15] - This pattern aligns with current market momentum and is particularly relevant given the rising gold prices amid economic uncertainty [15][16] Group 5: The Progressive Corp. - The Progressive Corp. (NYSE:PGR) has a seasonal pattern starting on May 16, with an ROI of 128% over 50 days [18][20] - The company is recognized for its strong underwriting and steady revenue, making it a reliable performer during market stress [20][21] Group 6: JPMorgan Chase & Co. - JPMorgan Chase (NYSE:JPM) has a seasonal pattern starting on October 20, with an ROI of 112% over 77 days [22][23] - As the largest bank in the U.S., it is sensitive to interest rate changes and provides insights into market sentiment [25][26]

Market Overview - U.S. stock futures indicate a higher open, extending Wednesday's relief rally, driven by a de-escalation of geopolitical tensions and anticipation of key inflation data [1][3] - Major U.S. indexes, including Nasdaq 100, S&P 500, and Dow Jones, show solid premarket gains, with Nasdaq 100 futures up approximately 0.8% to 0.9% and S&P 500 futures rising between 0.5% and 0.6% [2] Economic Data - Investors are awaiting the Personal Consumption Expenditures (PCE) price index, with expectations for the Core PCE Price Index to rise 2.8% year-on-year in November [5] - Weekly jobless claims and revised third-quarter U.S. GDP data are also on the agenda, with the initial GDP growth estimate for Q3 2025 at 4.3% [6] Corporate Earnings and Developments - GameStop (GME) shares are up 3.5% in premarket trading following CEO Ryan Cohen's acquisition of 500,000 shares [8] - McCormick & Co. (MKC) shares are down 6% to 6.8% due to a soft fiscal 2026 profit projection and missed profit targets [8] - Procter & Gamble Company (PG) slipped 1.2% after its earnings report barely met profit targets but fell short on revenue, leading to a lowered full-year profit guidance [12] - Generac Holdings Inc. (GNRC) shares are up 3% in premarket trading, potentially benefiting from an expected catastrophic ice storm [12] - Intel Corporation (INTC) and Advanced Micro Devices (AMD) show premarket gains of 0.76% to 1.55% and 2.21% to 2.48%, respectively, following significant surges on Wednesday [12] Notable Stock Movements - Other notable premarket gainers include Micron Technology Inc. (MU), Oracle Corporation (ORCL), Western Digital Corporation (WDC), and Moderna Inc. (MRNA), with respective gains of 2.51% to 2.62%, 2.89% to 2.96%, 3.29% to 3.61%, and 4.34% to 4.98% [12] - Tesla Inc. (TSLA) is up 1.07% to 1.45%, Alphabet Inc. (GOOGL) is up 1.32% to 2.01%, and Microsoft Corporation (MSFT) shows a rise of 0.92% to 1.11% in premarket trading [12]

Company Overview - American Electric Power Company, Inc. (NASDAQ:AEP) is involved in generating, transmitting, and distributing electricity using a mix of coal, natural gas, nuclear, renewable, and other energy sources [2]. Investment Insights - AEP is considered a strong utility stock and has been favored by investment analysts for multiple years [1]. - There is a comparison made between AEP and other sectors such as transport (Uber), retail (Amazon), tobacco (Philip Morris), and technology (NVIDIA), highlighting the diversification of the portfolio [1]. Market Position - While AEP shows potential as an investment, some analysts suggest that certain AI stocks may offer greater upside potential and carry less downside risk [3].

Group 1 - Simon Property Group, Inc. (NYSE:SPG) is recognized as a leading real estate investment trust (REIT) that specializes in owning, developing, and managing shopping, dining, entertainment, and mixed-use destinations, including malls and outlets [2] - Jim Cramer highlighted Simon Property Group as one of the best mall operators, indicating a positive outlook on the company's management and operational capabilities [1] - The discussion included a recommendation to diversify holdings by replacing VICI, another REIT, with Johnson & Johnson to enhance the portfolio's exposure to the healthcare sector [1] Group 2 - There is a belief that certain AI stocks may present greater upside potential compared to SPG, suggesting a competitive landscape for investment opportunities [3] - The article hints at the potential benefits of AI stocks from economic trends such as Trump-era tariffs and onshoring, indicating a shift in investment focus [3]

Core Viewpoint - Growth investing can be simplified by focusing on dividend stocks, particularly Dividend Kings, which have a long history of increasing payouts and may outperform traditional growth stocks over time [2][6]. Group 1: Dividend Kings - Dividend Kings are companies that have raised their annual per-share dividend payments for at least 50 consecutive years, with only 56 stocks qualifying as of early 2026 [5]. - These companies often represent stable, slow-moving businesses that can provide reliable income and potential for long-term capital appreciation [6]. Group 2: Company Examples - **Automatic Data Processing (ADP)**: - ADP processes payroll for over 1 million corporate customers and is expected to generate $21.8 billion in revenue this fiscal year, a 5.8% increase from the previous year [8]. - The company has a market cap of $103 billion and a dividend yield of 2.48%, with dividends raised for 51 consecutive years [10][12]. - ADP consistently converts 20% to 25% of its revenue into net income, supporting ongoing dividend increases [11]. - **Walmart**: - Walmart has increased its per-share dividend payout for 52 consecutive years and has a market cap of $946 billion [13]. - The current dividend yield is 0.79%, with a stock price increase of 156% over the past three years [15]. - Walmart's extensive reach in the U.S. allows it to maintain significant earnings, funding stock buybacks and sustaining dividends despite low profit margins of 3% to 4% [17]. - **American States Water**: - This utility company has raised its dividend for 70 consecutive years, with an average annual increase of over 8% in the past decade [21]. - The company serves over 1 million people and has a market cap of $2.9 billion, with a forward-looking dividend yield of 2.8% [22][24]. - The growing scarcity of potable water and demand for electricity provide American States Water with strong pricing power [23].

2025年，在精准政策支持下，全省商务部门优化企业服务，尽力助企纾困，助力经营主体发展壮大。在 稳市场、稳信心方面，坚定实施扩大内需战略，加力扩围实施消费品以旧换新。2025年1至11月，限上 汽车类、日用品类零售额分别增长17.5%、24.9%，分别高于全国18.5、18.4个百分点，消费市场活力增 强。同时，大力优化商品和服务供给，丰富场景和业态。数据显示，省市县联动开展各类促销活动2700 余场次，经营主体和消费者信心进一步增强。 本报讯（记者 朱登芳）记者从1月15日召开的全省商务工作会上了解到，我省批零住餐经营主体有 284.75万户，占全省经营主体总量的58.82%。 转自：贵州日报 ...

Core Insights - Walmart has appointed David Guggina, previously the U.S. e-commerce chief, as CEO of its nearly $500 billion U.S. division, marking a shift towards a tech-oriented leadership approach [1][2] - Guggina's background in e-commerce, automation, and supply chain positions Walmart to enhance its digital capabilities, as the division generates 69% of the company's revenue [2] - Walmart's U.S. e-commerce sales have reached nearly $100 billion annually, with a 27% increase in the most recent quarter, reflecting significant investments in integrating e-commerce with physical stores [2][4] Leadership Changes - David Guggina's promotion highlights Walmart's strategy to prioritize technology in retail, contrasting with previous CEOs who had extensive store management experience [1][2] - Seth Dallaire has been appointed as chief growth officer for Walmart U.S., focusing on expanding into tech-heavy business areas, including advertising and online marketplaces [3] Technological Advancements - Walmart is recognized as a leader in AI-assisted shopping, having partnered with OpenAI to enable product browsing and purchasing through ChatGPT [4] - The company has also introduced a shopping tool in collaboration with Google and is exploring auto-ordering for staple replenishment [4] Stock Performance - Walmart's focus on technology and AI has positively impacted its stock performance, with shares rising 27% over the past year, significantly outperforming the S&P 500 and Amazon [5]

Core Insights - Walmart has appointed David Guggina, its U.S. e-commerce chief executive, as CEO of its nearly $500 billion U.S. division, marking a shift towards a technology-focused approach in retail [1][2] - Guggina's background in e-commerce, automation, and supply chain, rather than traditional retail roles, highlights Walmart's strategy to integrate technology into its operations [2][3] - Walmart's U.S. e-commerce sales have reached nearly $100 billion annually, with a 27% increase in the most recent quarter, showcasing its growth in the digital retail space [2] Company Strategy - The appointment of Guggina signals Walmart's recognition of the importance of technology in retail, as he has extensive experience from both Walmart and Amazon [2] - Walmart's recent move to the Nasdaq exchange aligns with its "technology-forward approach," emphasizing its commitment to evolving beyond traditional retail [3] - The company has also appointed Seth Dallaire as chief growth officer for Walmart U.S., focusing on expanding into tech-heavy business areas such as advertising and online marketplaces [3]