The domestic markets have remained largely flat over the past three months, despite headwinds such as the increasing imposition of US penal and non-penal tariffs and ₹850 billion worth of FII selling, the latest report by PL Capital read. Favourable monsoon conditions and an anticipated recovery in domestic demand have been key factors helping the markets withstand the prevailing negative news flow.The brokerage noted that as geopolitical situation remains fragile, and India is absorbing the impact of penal ...

Kimberly-Clark Corporation (NASDAQ:KMB) is included among the Top 15 Growth Stocks for Long-Term Investors. Kimberly-Clark (KMB): A Dividend Aristocrat Strengthening its Global Footprint Kimberly-Clark Corporation (NASDAQ:KMB) operat‍es as a global consumer goods com‍pany, selling everyday d‍isp‍osable p⁠roducts suc‍h as d‍ia​pers, tissues,⁠ and paper towels across 175 countri‌es. Its revenue‍ mainly comes from its wel‍l-k⁠nown br‌ands, distributed through⁠ supermarkets, large retailers, and on‌line pl⁠a ...

Summary of Key Points from the Conference Call Industry or Company Involved - The conference call primarily discusses various companies within the **US Equity Market**, focusing on sectors such as **Consumer Discretionary**, **Information Technology**, **Industrials**, **Healthcare**, and **Financials**. Core Insights and Arguments Buy-Rated Ideas 1. **3M (MMM US)**: Expected improvement in organic growth and margins due to operational efficiency and innovation, with a target price of USD 175.00, implying a 12.2% upside from the current price of USD 155.93 [13][14] 2. **Broadcom (AVGO US)**: Anticipated to benefit from ASIC TAM expansion, with a target price of USD 400.00, representing a 19.2% upside from USD 335.49 [15][16] 3. **Booking Holdings (BKNG US)**: Positioned to leverage structural shifts in the travel sector, with a target price of USD 7,218.00, indicating a 33.2% upside from USD 5,419.87 [18][19] 4. **Hershey (HSY US)**: Strong pricing power and potential cocoa price normalization could lead to positive surprises, with a target price of USD 211.00, an 8.1% upside from USD 195.18 [20][21][22] 5. **Johnson & Johnson (JNJ US)**: Strong pipeline execution with three new blockbuster drugs, target price of USD 210.00, an 11.6% upside from USD 188.16 [24][25] 6. **Meta Platforms (META US)**: Growth driven by AI investments, target price of USD 905.00, a 26.5% upside from USD 715.66 [26][27][28] 7. **On Holding (ONON US)**: Fastest growing in luxury and sporting goods, target price of USD 65.00, a 52.7% upside from USD 42.57 [31][32][33] 8. **Oracle (ORCL US)**: Strong position in AI cloud market, target price of USD 371.00, a 27.2% upside from USD 291.59 [34][35][38] 9. **United Airlines (UAL US)**: Strong positioning in premium demand, target price of USD 116.00, a 19.5% upside from USD 97.07 [39][40][41] 10. **US Bancorp (USB US)**: Expected improved revenue momentum, target price of USD 63.00, a 32.0% upside from USD 47.72 [43][44] Reduce-Rated Ideas 1. **Fluence Energy (FLNC US)**: High tariffs and stagnant market conditions lead to a target price of USD 5.00, indicating a -67.2% downside from USD 15.26 [48][49][50] 2. **Tesla (TSLA US)**: Concerns over commercialization of pre-revenue businesses, target price of USD 131.00, a -71.1% downside from USD 453.25 [51][52][53] 3. **UnitedHealth Group (UNH US)**: High turnaround expectations with regulatory risks, target price of USD 260.00, a -27.5% downside from USD 358.77 [58][59] Other Important but Possibly Overlooked Content - The conference highlighted the importance of **sustainability of EPS beats**, **margin pressures**, and **AI capital expenditures** as key themes for the upcoming earnings season [9] - The **travel sector** is undergoing a tech-driven evolution, with Booking Holdings positioned to benefit from this shift due to its diversified portfolio and strong relationships with independent properties [18][19] - **Hershey's** ability to navigate high cocoa prices through pricing strategies and operational efficiency was emphasized, suggesting potential for earnings momentum [20][22] - **Oracle's** significant backlog of work and its position as a leading AI cloud vendor were noted as critical factors for future growth [35][38] This summary encapsulates the key insights and arguments presented during the conference call, providing a comprehensive overview of the companies and sectors discussed.

Group 1: Quarterly Earnings Reports - Major companies like Pepsi, Delta, and Levi have started reporting quarterly results, indicating the health of the global consumer [1] - A significant wave of earnings reports from mega-banks and other key players such as ASML, Taiwan Semiconductor, and Johnson & Johnson is expected next week [1] - The busiest period for Q3 earnings is anticipated in the last week of October, with a heavy reporting schedule from mid-October through mid-November [1] Group 2: Gold Market Insights - Gold futures have recently surpassed $4,000/oz for the first time, generating widespread discussion in financial news [2] - Various financial institutions, including Goldman Sachs, have made bullish forecasts for gold prices, with predictions reaching as high as $4,900/oz by the end of next year [3] - The current volatility in gold prices is seen as a reflection of broader market conditions, with many stocks performing well due to various narratives, including advancements in AI and government spending [4]

When you think of investing in dividend stocks, you might think of companies such as The Procter & Gamble Company ( PG ), Johnson & Johnson ( JNJ ) or Walmart Inc. ( WMT ). YouFreelance writer focused on ETFs, portfolio management and macro.To receive notifications of new articles and blog posts as soon as they're published, click on the orange Follow button and become a real-time follower.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and n ...

When you think of investing in dividend stocks, you might think of companies, such as Procter & Gamble ( PG ), Johnson & Johnson ( JNJ ) or Walmart ( WMT ). You might not thinkFreelance writer focused on ETFs, portfolio management and macro.To receive notifications of new articles and blog posts as soon as they're published, click on the orange Follow button and become a real-time follower.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and n ...

Stock Recommendations - Viva Systems experienced a breakout above $300 [1] - Pacific Gas and Electric (PG&E), a California utility, was oversold due to wildfire concerns, but its liabilities are less than feared [1] - Kag is trading at 10x earnings with a 75% yield, indicating it may be oversold [2] - EQT is a way to play rising natural gas prices, suggesting a restart of the bull rally [3]

Core Insights - Big Tech companies are investing over $350 billion in AI infrastructure, significantly impacting the American economy by 2025 [1] - UBS forecasts AI infrastructure spending to increase to $500 billion next year, indicating a growing reliance on the tech sector [2] Economic Impact - The economic growth driven by AI investments introduces risks to everyday finances, particularly if the AI surge slows unexpectedly [1] - Retirees and workers may face instability due to Big Tech's influence on the stock market and employment [2] Investment Strategies - Financial experts recommend diversifying retirement portfolios beyond Big Tech's AI stocks to mitigate risks associated with potential deceleration in the AI boom [4] - Adding defensive assets like bonds and dividend-paying stocks can provide consistent income during tech sell-offs, protecting principal and fostering long-term growth [5] Emergency Preparedness - Building an emergency cash reserve of three to six months of essential expenses is crucial for retirees nearing retirement age to manage economic uncertainty linked to AI sector fluctuations [6] - A cash buffer outside retirement accounts offers stability during unexpected job disruptions or market declines, allowing retirees to weather short-term shocks [7]

Equity benchmark indices Sensex and Nifty rebounded in early trade on Monday (September 29, 2025) after registering a sharp fall last week, amid value-buying at lower levels and a firm trend in global markets.The 30-share BSE Sensex climbed 255.46 points to 80,681.92 in early trade. The 50-share NSE Nifty went up by 89.05 points to 24,743.75.From the Sensex firms, Bharat Electronics, Eternal, Tata Steel, Tata Motors, Titan and Mahindra & Mahindra were among the major gainers.However, Hindustan Unilever, ...

Group 1 - The analyst has over 10 years of experience researching more than 1000 companies across various sectors including commodities and technology [1] - The focus has shifted from a personal blog to a value investing-oriented YouTube channel, emphasizing research on hundreds of companies [1] - The analyst expresses a particular interest in metals and mining stocks, while also being knowledgeable in consumer discretionary, staples, REITs, and utilities [1]