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Morgan Stanley's Mike Wilson Sees 'Crystal Clear' Earnings Growth, Says 'Big Beautiful Bill' Will Fuel Consumer Stocks Rally
Yahoo Finance· 2026-01-10 18:31
Core Viewpoint - Morgan Stanley's Chief Investment Officer Mike Wilson presents a bullish outlook for the U.S. equity market, predicting high teens earnings growth and focusing on the consumer goods sector as a key investment area [1][5]. Group 1: Economic Drivers - Wilson describes the market's path as "crystal clear," driven by a stabilizing Federal Reserve and legislative support that will rejuvenate the consumer sector [2]. - He emphasizes a combination of falling interest rates and fiscal stimulus as factors that will unlock pent-up demand in the consumer goods sector [2][3]. Group 2: Consumer Goods Sector Performance - Wilson identifies consumer goods as his top conviction pick for the year, suggesting that the sector is poised for a rebound after experiencing a "rolling recession" [2]. - The Dow Jones U.S. Consumer Goods Index has shown a performance of 9.62% over the last six months, while year-to-date performance is -1.40% and one-year performance is 6.42% [4]. Group 3: Earnings Outlook - Contrary to concerns about a slowdown, Wilson asserts that the earnings outlook is strengthening, forecasting earnings growth in the "high teens" as the market rally expands beyond the technology sector [5]. - A significant factor in this optimism is the Federal Reserve's renewed asset purchasing to stabilize funding markets, which Wilson views as a positive development for investors [6].
Retire With A Potential $5,000 Monthly Income And High Growth
Seeking Alpha· 2026-01-10 13:15
Core Insights - The "High-Income DIY Portfolios" Marketplace service aims to provide high income with low risk and capital preservation for DIY investors, particularly targeting income investors such as retirees or near-retirees [1][2] - The service offers a total of 10 model portfolios, including 3 buy-and-hold, 3 rotational portfolios, and a conservative NPP strategy portfolio, designed to create stable, long-term passive income with sustainable yields [1][2] Group 1 - The service includes two High-Income portfolios, two Dividend Growth Investing (DGI) portfolios, and a conservative NPP strategy portfolio that focuses on low drawdowns and high growth [1] - The unique 3-basket investment approach aims for 30% lower drawdowns, 6% current income, and market-beating growth over the long term [2] - The portfolios are structured to cater to varying levels of risk and include buy and sell alerts along with live chat support for investors [2]
Contact Levi & Korsinsky by January 16, 2026 Deadline to Join Class Action Against Perrigo Company plc (PRGO)
Globenewswire· 2026-01-09 20:56
NEW YORK, Jan. 09, 2026 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Perrigo Company plc ("Perrigo Company plc" or the "Company") (NYSE: PRGO) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Perrigo Company plc investors who were adversely affected by alleged securities fraud between February 27, 2023 and November 4, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1 ...
Lost Money on Perrigo Company plc(PRGO)? Join Class Action Suit Seeking Recovery - Contact Levi & Korsinsky
Prnewswire· 2026-01-09 14:00
NEW YORK, Jan. 9, 2026 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Perrigo Company plc ("Perrigo Company plc" or the "Company") (NYSE: PRGO) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Perrigo Company plc investors who were adversely affected by alleged securities fraud between February 27, 2023 and November 4, 2025. Follow the link below to get more information and be contacted by a member of our team: Levi & Korsinsky, LLP Joseph ...
2025年宝盈基金旗下4只基金跌超9% 2只基金跌幅达15%
Zhong Guo Jing Ji Wang· 2026-01-09 08:09
宝盈优势产业混合2025年三季报显示,其前十大重仓股为百利天恒、恒瑞医药、科伦药业、百济神 州、康弘药业、诺诚健华、信立泰、一品红、药明康德、海思科。 中国经济网北京1月9日讯 据同花顺数据显示,在刚过去的2025年,宝盈基金旗下共有4只(各份额 分开计算,下同)基金跌幅超过9%。 由姚艺管理的宝盈优势产业混合C、宝盈优势产业混合A全年分别下跌15.66%和15.32%。资料显 示,姚艺2011年6月至2017年6月在华泰证券股份有限公司担任高级研究员,2017年6月加入宝盈基金管 理有限公司,历任高级研究员、基金经理助理,2021年3月9日起担任基金经理。 而宝盈品牌消费股票C、宝盈品牌消费股票A的跌幅则为9.87%和9.11%。基金经理张若伦2018年7 月加入宝盈基金管理有限公司,先后担任行业研究员、基金经理助理,2025年8月份开始管理公募基 金。 作为消费主题基金,宝盈品牌消费始终分散持有白酒、家电、休闲食品等各类大消费行业公司, 2025年三季度前十大重仓股为贵州茅台、腾讯控股、泸州老窖、小菜园、卫龙美味、海底捞、名创优 品、美的集团、今世缘、361度。 | 名称 | 复权单位净 | 累计单位 规 ...
Fundsmith Equity Fund 2025 Annual Letter To Shareholders
Seeking Alpha· 2026-01-09 08:01
Shutthiphong Chandaeng/iStock via Getty Images Dear Fellow Investor, This is the sixteenth annual letter to owners of the Fundsmith Equity Fund (‘Fund’). The table below shows performance figures for the last calendar year and the cumulative and annualised performance since inception on 1st November 2010 and various comparators. % Total Return 1st Jan to 31st Dec 2025 Inception to 31st Dec 2025 Sortino Ratio 6 Cumulative Annualised Fundsmith Equity Fund 1 +0.8 +612.9 +13.8 0.75 Equities 2 +12. ...
Helen of Troy Limited's Mixed Financial Performance in Q3 Fiscal 2026
Financial Modeling Prep· 2026-01-09 04:00
Helen of Troy Limited (HELE) reported a significant miss in EPS at -$3.65 against an estimated $1.71, reflecting operational challenges.The company surpassed revenue expectations with $512.8 million, despite a 3.4% year-over-year decline.Helen of Troy maintains a strong financial position with a low debt-to-equity ratio of 0.09 and a solid current ratio of 1.81.Helen of Troy Limited, listed on NASDAQ as HELE, is a company that designs, develops, and markets branded consumer products across various sectors, ...
Perrigo Company plc Sued for Securities Law Violations - Contact The Gross Law Firm Before January 16, 2026 to Discuss Your Rights – PRGO
Globenewswire· 2026-01-08 22:46
Core Viewpoint - The Gross Law Firm is notifying shareholders of Perrigo Company plc regarding a class action lawsuit due to alleged misleading statements and operational deficiencies related to the company's infant formula business [1][3]. Group 1: Allegations - The complaint alleges that during the class period from February 27, 2023, to November 4, 2025, Perrigo issued materially false and misleading statements [3]. - Specific allegations include significant underinvestment in the infant formula business acquired from Nestlé, necessitating substantial capital and operational expenditures beyond stated cost estimates [3]. - The complaint also highlights significant manufacturing deficiencies in the infant formula facility, leading to overstated financial results, including earnings and cash flow [3]. Group 2: Class Action Details - Shareholders who purchased PRGO shares during the specified class period are encouraged to register for the class action, with a deadline of January 16, 2026, to seek lead plaintiff status [4]. - Once registered, shareholders will receive updates through a portfolio monitoring software regarding the case's progress [4]. - Participation in the case incurs no cost or obligation for shareholders [4]. Group 3: Law Firm Background - The Gross Law Firm is a nationally recognized class action law firm dedicated to protecting investors' rights against deceit and fraud [5]. - The firm aims to ensure companies adhere to responsible business practices and seeks recovery for investors affected by misleading statements that inflate stock prices [5].
The Gross Law Firm Announces the Filing of a Securities Class Action on Behalf of Perrigo Company plc(PRGO) Shareholders
Prnewswire· 2026-01-08 14:00
DEADLINE: January 16, 2026 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/perrigo-company-plc-loss-submission-form/? id=182846&from=4 NEW YORK, Jan. 8, 2026 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Perrigo Company plc (NYSE: PRGO). Shareholders who purchased shares of PRGO during the class period listed are encouraged to contact the firm regarding possible lead plaintiff ap ...
PRGO DEADLINE: ROSEN, TOP-RANKED INVESTOR COUNSEL, Encourages Perrigo Company plc Investors to Secure Counsel Before Important Deadline in Securities Class Action – PRGO
Globenewswire· 2026-01-07 21:18
NEW YORK, Jan. 07, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Perrigo Company plc (NYSE: PRGO) between February 27, 2023 and November 4, 2025, both dates inclusive (the “Class Period”), of the important January 16, 2026 lead plaintiff deadline. SO WHAT: If you purchased Perrigo securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangemen ...