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3 Beaten-Down Dividend Stocks for Patient Investors to Buy in July and Hold for Years to Come
The Motley Fool· 2025-07-12 11:45
Group 1: Watsco - Watsco's stock has increased by 991% over the last 20 years, with a 272% rise in the previous decade and a 154% increase over the last five years, although it has seen a 4% decline in the past year [5] - The current dividend yield for Watsco is 2.7%, but reinvesting dividends over the last 20 years would yield a total return of 2,020% [6] - Watsco is a leading player in the HVAC industry, consistently acquiring small distributors and integrating them to enhance sales and geographic reach [6][7] - The company utilizes technology to support HVAC contractors, improving operational performance and ensuring long-term growth prospects as demand for HVAC servicing remains strong [7][8] Group 2: Occidental Petroleum - Occidental Petroleum's stock has dropped about 29% over the past year, correlating with a 21.5% decline in oil prices [9][11] - Despite the stock decline, Occidental has shown strong performance with an 18.6% year-over-year increase in oil and gas production and generated $1.2 billion in free cash flow [12] - The company has maintained a conservative 20% payout ratio from 2020 to 2024, indicating a secure dividend despite lower energy prices [15] Group 3: Campbell's Company - Campbell's stock is currently at a 16-year low, primarily due to challenges in integrating acquisitions and generating high-margin sales growth [16][19] - The company has made significant acquisitions totaling $9.5 billion, which exceeds its current market cap of $9.3 billion, leading to concerns about overpayment [18] - Despite struggles, Campbell's generates substantial free cash flow that covers its 5.1% dividend yield, and its forward price-to-earnings ratio is significantly lower than its 10-year median [19][20]
Wendy's CEO Kirk Tanner jumps ship to run chocolate giant Hershey
New York Post· 2025-07-08 15:40
Group 1: Leadership Changes - Wendy's CEO Kirk Tanner is leaving the company after just over a year to take the CEO position at Hershey [1][3] - Tanner will depart Wendy's on July 18, and CFO Ken Cook has been appointed as interim CEO while a search for a permanent replacement is underway [3] Group 2: Company Performance - Wendy's has been experiencing muted sales, with its stock down nearly 31% this year, indicating challenges in growth initiatives [1][4][7] - The company is set to report its second quarter results on August 8 [3] Group 3: Hershey's Situation - Hershey announced Tanner's appointment as it faces higher tariff-related costs and elevated cocoa prices amid consumer spending uncertainty [4][8] - Hershey is expected to report its earnings on July 30 [9] Group 4: Analyst Insights - Analysts suggest that Tanner's experience at PepsiCo will be beneficial for Hershey as it navigates current challenges [9] - Wendy's underperformance compared to key peers indicates that its growth initiatives have not yet gained meaningful traction [4][7]
ST易事特(300376) - 2025年7月8日投资者活动调研记录
2025-07-08 10:16
证券代码:300376 证券简称:ST 易事特 2025 年 7 月 8 日 易事特集团股份有限公司 投资者关系活动记录表 编号:2025-002 投资者关系活 动类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称 及人员姓名 浙商证券 童非、夏伟耀 时间 2025 年 7 月 8 日 地点 广东省东莞市松山湖高新技术产业开发区总部五路1号公司会议室 上市公司接待 人员姓名 董事会秘书 董志刚 证券事务代表 温凯、石雅芳 证券事务主管 王 皓 投资者关系活 动主要内容介 绍 公司董事会秘书董志刚先生、证券事务代表温凯先生、石雅芳 女士、证券事务主管王皓先生通过线上会议的形式向调研嘉宾介绍 了公司的基本情况、最新业务进展及未来发展方向,并与投资者就 公司相关情况展开了详细沟通与交流。 一、投资者交流情况主要内容如下: 1、公司在混合所有制改革引入国有资产之后的变化有哪些? 答:2020 年,公司第一大股东扬州东方集团向广东省属国资广 东恒健投资控股有限公司旗下广东恒锐股权投资合伙企业(有限合 伙)转让持有的 18%股份并放弃其剩余股份表决权, ...
Educational Development Corporation Announces Fiscal 2026 First Quarter Results
Newsfile· 2025-07-07 20:00
Core Viewpoint - Educational Development Corporation (EDC) reported a decline in net revenues for the fiscal first quarter of 2026, while also managing to reduce losses compared to the previous year [1][2]. Financial Performance - Net revenues for the first quarter ended May 31, 2025, were $7.1 million, down from $10.0 million in the same quarter of the previous year [4]. - Loss before income taxes was $(1.4) million, an improvement from $(1.7) million year-over-year [4]. - The net loss for the quarter was $(1.1) million, compared to $(1.3) million in the prior year [4]. - Loss per share was $(0.13), an improvement from $(0.15) in the same quarter last year [4]. Strategic Initiatives - The company implemented product discount promotions to increase cash flow, which negatively impacted gross margins [2]. - EDC is focused on reducing excess inventory to strengthen its financial position and pay down debts [2]. - An amendment to the Hilti Complex Purchase Sale Agreement was executed to allow more time for due diligence, which is expected to help retire outstanding debt and provide flexibility for future operations [2]. Brand Partner Engagement - The average number of active PaperPie Brand Partners decreased to 7,700 from 13,400 year-over-year [4]. - The company is working to provide additional opportunities for Brand Partners to succeed, aiming to normalize business operations post-transaction [2]. Company Overview - EDC specializes in publishing books and educational products for children and is the owner of several brands including Kane Miller Books and SmartLab Toys [6]. - EDC products are sold through 4,000 retail outlets and via independent brand partners through various sales channels [6].
2 Natural Food Stocks Holding Steady Despite Market Challenges
ZACKS· 2025-07-07 14:21
Industry Overview - The Zacks Natural Foods Products industry is facing a challenging macroeconomic environment characterized by persistent inflation and reduced consumer spending, leading to pressure on profit margins due to rising input costs and operational expenses [1][4][5] - The industry includes companies that manufacture and sell a variety of organic and natural food products, including fruits, vegetables, dairy, meat, seafood, and packaged meals, primarily through wholesalers, retailers, and e-commerce [3] Key Trends - There is a notable shift towards healthier eating habits, with consumers increasingly seeking nutritious and organic food options, which is driving demand for fresh products [6] - Companies are adapting to the tough market landscape by emphasizing value-focused marketing and expanding their product lines to include more affordable options [4][5] Performance Metrics - The Zacks Natural Foods Products industry has outperformed the broader Zacks Retail - Wholesale sector and the S&P 500 over the past year, with a growth of 64.7% compared to 17.3% and 12.3% respectively [10] - The industry is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 20.02X, lower than the S&P 500's 22.63X and the sector's 24.98X [13] Company Highlights - Sprouts Farmers Market, Inc. (SFM) is focusing on product innovation, e-commerce, and competitive pricing, with a consensus estimate for current fiscal year earnings per share (EPS) at $5.08 and a stock gain of 96.6% over the past year [14][15] - Performance Food Group Company (PFGC) is capitalizing on its position in the food-away-from-home industry, with a current fiscal year EPS estimate of $4.36 and a stock gain of 40.1% in the past year [18][19]
X @IcoBeast.eth🦇🔊
IcoBeast.eth🦇🔊· 2025-07-04 21:43
Weirdest unforced error by a company I’ve seen in a long time is Chick-fil-A getting rid of styrofoam cups for shtty paper ones ...
7月5日日本将有大灾难?预言未来与末日公式
Hu Xiu· 2025-07-04 01:27
本文来自微信公众号:返朴 (ID:fanpu2019),作者:嘉伟,题图来自:AI生成 人类对未来的探索和预言从未停止。从古老的占卜术,到文学作品中的奇思妙想,再到基于数据和模型的科学预测,我们总是试图窥探时间帷 幕后的景象。 本文为预言背后的各种方法给出一个简单的侧写,从日本漫画家的神秘预知梦,到经济周期的乐观假说,再到备受争议的末日公式,最终以计 算机模型对社会趋势的预测收尾,我们看到了人类探索未来的不同路径。这些探索虽然不尽然都基于严谨的科学方法,但它们共同展现了人类 对未知未来的好奇心和求知欲。 《我所看见的未来》? 原本名不见经传的日本漫画家龙树谅(Tatsuki Ryo)最近几年名气暴涨。 她是一位活跃于上世纪90年代的漫画家,但当时并未有出名的人气作品。有一天她突然发现,电视上的很多新闻都有强烈的既视感——似乎早 已在梦中看到过。龙树谅怀疑自己拥有预知梦的能力,随后开始记录自己的梦境。在职业生涯末期,她把自己的梦境画成漫画出版,名为《我 所看见的未来》。 这本1999年出版的漫画在十多年里始终默默无闻,直到2011年3月11日东日本大地震后,有人意外在旧书店看到这本漫画集,封面赫然写 有"201 ...
山海共进 特创未来,2025 山特 T1 峰会成功召开
Jin Tou Wang· 2025-07-04 01:09
近日,以"山海共进 特创未来"为主题的 2025 山特 T1 峰会在上海成功举办。本次会议汇聚了来自全国 各区域的 T1,与会各方围绕"在市场快速变化的情况下,如何优化组织架构、产品&技术创新、销售政 策弹性管理等来支持渠道发展与区域深化合作"核心议题展开交流。 双品牌突围市场 伊顿电能质量渠道事业部亚太区总经理朱黎明在致辞中,分享了行业动态,伊顿、山特等头部企业近两 年的业务情况,以及当前 UPS 市场的机会与挑战;并对未来的战略方向做了介绍。最后对渠道伙伴的业 伊顿电能质量渠道事业部亚太区总经理朱黎明 绩给予肯定以及未来快速增长的期望。 全渠道布局营销 加速开启增量市场 山特品牌业务负责人杨冬祥为渠道伙伴解读了山特渠道建设,以及业务布局与发展方向。他提出,为了 灵活适配市场体量,山特将以更加扁平化的渠道架构,快速响应市场,全力配合渠道伙伴完善项目运作 模式,并利用数字化工具细化项目管理,协力开拓区域市场份额。同时,山特聚焦金融、医疗重点行 业、MDC 市场及风光储新兴产业带来的快速增长机遇,为渠道伙伴提供更全的业务支持。 奥兰德品牌也将通过渠道生态网络建设,精准定位三四线城市,扩大品牌认知度,强化品牌市场 ...
ST易事特(300376) - 300376 ST易事特投资者关系管理信息20250702
2025-07-02 11:12
证券代码:300376 证券简称:ST 易事特 2025 年 7 月 2 日 易事特集团股份有限公司 投资者关系活动记录表 编号:2025-001 投资者关系活 动类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称 及人员姓名 东莞证券 黄秀瑜、刘兴文 时间 2025 年 7 月 2 日 地点 广东省东莞市松山湖高新技术产业开发区总部五路1号公司会议室 上市公司接待 人员姓名 董事会秘书 董志刚 证券事务代表 温凯、石雅芳 证券事务主管 王 皓 投资者关系活 动主要内容介 绍 公司董事会秘书董志刚先生、证券事务代表温凯先生、石雅芳 女士、证券事务主管王皓先生通过现场会议的形式向调研嘉宾介绍 了公司的基本情况、最新业务进展及未来发展方向,并与投资者就 公司相关情况展开了详细沟通与交流。 一、投资者交流情况主要内容如下: 1、公司 2024 年度整体发展情况如何? 答:2024 年,公司在产业数字化与新能源+储能双轮驱动实现 稳健发展。电力电子设备领域,凭借品牌积累与技术沉淀,UPS 不 间断电源、数据中心系统集成等核心产品持续巩固国内市场地位 ...
X @Forbes
Forbes· 2025-07-01 21:40
The 8 Best Straw Cups For Babies Loved By Moms And Expertshttps://t.co/58dDvlImsV https://t.co/N1w0f2GZjb ...