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X @Bloomberg
Bloomberg· 2025-08-20 11:26
Funds cut speculative long bets that European gas prices will rise at the fastest pace since last winter, signaling growing conviction that supply worries are set to ease as traders ramp up stockpiling ahead of the heating season https://t.co/wCz8uPEAJk ...
3 Big Dividend Plays With Strong Earnings to Back Them
MarketBeat· 2025-08-11 12:38
Core Viewpoint - Long-term dividend stocks are generally more stable and provide consistent dividends due to their established nature and lower volatility compared to the broader market [1][2] Group 1: Waste Management - Waste Management Inc. is a significant player in the waste and recyclables collection industry, with a market capitalization exceeding $92 billion [4] - The company has a dividend yield of 1.40%, an annual dividend of $3.30, and a 22-year track record of increasing dividends, with a payout ratio of 48.96% [5] - In the second quarter of 2025, Waste Management reported a 19% year-over-year increase in revenue, alongside strong earnings per share (EPS) [6] - Operating expenses have decreased to less than 60% of revenue, contributing to a solid free cash flow projection of nearly $3 billion for the year [7] Group 2: Eversource Energy - Eversource Energy, a major utility provider in the northeast, has a dividend yield of 4.63% and an annual dividend of $3.01, but a high payout ratio of 129.18% [9] - The company managed to slightly increase its EPS to 96 cents, surpassing analyst expectations, and reaffirmed its full-year EPS guidance [10] - Eversource's revenue grew by 12% year-over-year, although it fell short of predictions, with a permanent rate increase in New Hampshire expected to provide stability [11] Group 3: Johnson & Johnson - Johnson & Johnson boasts a dividend yield of 3.00%, an annual dividend of $5.20, and an impressive 64-year history of dividend increases, with a payout ratio of 55.61% [12][13] - The company exceeded EPS predictions by 9 cents and revenue estimates by nearly $900 million in its mid-July earnings report [13] - Growth is driven by its innovative medicine business, particularly in oncology, with potential peak sales of $5 billion for its drug candidate TAR200 [14]
Minerals Technologies (MTX) Beats Q2 Earnings Estimates
ZACKS· 2025-07-24 23:11
分组1 - Minerals Technologies (MTX) reported quarterly earnings of $1.55 per share, exceeding the Zacks Consensus Estimate of $1.43 per share, but down from $1.65 per share a year ago [1][2] - The company posted revenues of $528.9 million for the quarter, missing the Zacks Consensus Estimate by 0.55% and down from $541.2 million year-over-year [3] - The stock has underperformed, losing about 21.1% since the beginning of the year compared to the S&P 500's gain of 8.1% [4] 分组2 - The current consensus EPS estimate for the upcoming quarter is $1.64 on revenues of $542.05 million, and for the current fiscal year, it is $5.77 on revenues of $2.11 billion [8] - The Zacks Industry Rank for Chemical - Specialty is in the top 39% of over 250 Zacks industries, indicating a favorable outlook for the industry [9] - The estimate revisions trend for Minerals Technologies was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, suggesting it is expected to outperform the market [7]
Sasol: Deep Value And Clear Catalyst
Seeking Alpha· 2025-05-13 04:34
Company Overview - Sasol leverages South Africa's coal mines and Mozambique gas fields through a fully integrated business model [1] - The company transforms low-cost feedstocks into high-value fuels, gas, and chemicals [1] Investment Potential - There are many positive aspects regarding Sasol that could indicate a strong investment opportunity [1] - The investment idea is centered around acquiring great companies at attractive prices [1]