Johnson Controls International's ROCE growth signifies increased business efficiencies. The solid stock returns over the past five years show investors are noticing these changes.
JCI's performance concerns may affect stock price. SBLK and EGLE's merger can reinforce their shipping industry stance. Macy's buyout faces hurdles due to interest rates and ongoing challenges. Google's monopoly-related legal setback could impact its operations and the app store market.
The main events this week will be the latest inflation data and the Federal Reserve's policy committee's December meeting, with a decision on what they will do with interest rates due on Wednesday afternoon. The market is overwhelmingly expecting no change to rates. Fed officials' latest projections for the economy and interest rates will offer clues into the future path of monetary policy. Earnings reports...
It's concerning that no insider purchases were made at Johnson Controls International in the past year. This, coupled with high insider ownership and the sale of shares, doesn't bode well for the company's outlook.
It will be another big week of first-quarter earnings season, with more than 150 S&P 500 companies about to report. The economic calendar will include a Federal Reserve interest-rate decision and the latest jobs data. $安森美半导体(ON.US)$and$美高梅(MGM.US)$will kick off earnings on Monday, followed by$美国超微公司(AMD.US)$,$福特汽车(F.US)$,$辉瑞(PFE.US)$,$星巴克(SBUX.US)$, and ...
MACRO Fed Rate Outlook Overshadowed as SVB Collides With Jobs Report A hard job just got harder for the Federal Reserve after the biggest US bank failure since 2008 overshadowed another strong payroll report. Officials weighing if February’s jobs data boosted the case for a half-point rate hike this month must now also consider if the collapse of Silicon Valley Bank gives grounds for caution that they cannot ignore....
727727727Ixy The Cat:
US government just said they'll cover everything. Total joke. Who still thinks the US is a free market capitalist state? Any time a company goes out of business, the government makes everybody whole... no negative consequences for utterly failing at business. Insiders liquidate their stock and pay themselves bonuses right before it imploded. They should be broke and go to jail. Properly insured depositors should be made whole, risk takers took their risk and lost. Boohoo. I have less faith in the banking industry when there is no incentive to run your bank well.
江森自控股票讨论区
专栏What to Expect in the Week Ahead (ADBE and ORCL Earnings; Inflation Data and FOMC Meeting)
The market is overwhelmingly expecting no change to rates. Fed officials' latest projections for the economy and interest rates will offer clues into the future path of monetary policy.
Earnings reports...
5 Quality Dividend Stocks at 52 Week Lows
$CubeSmart(CUBE.US)$ 5.41% Yield-Self storage is a great business. Boring and profitable!
$强生(JNJ.US)$ 3.12% Yield- Pristine balance sheet.
$普信集团(TROW.US)$ 5.01% Yield. Out of favor.
$江森自控(JCI.US)$ 3.01% Yield. Low P/E.
Which would you add?
$巴菲特持仓(BK2999.US)$$伯克希尔-A(BRK.A.US)$$伯克希尔-B(BRK.B.US)$
专栏What to Expect in the Week Ahead (AAPL, MRNA and AMC Earnings; a Fed Decision, April Jobs Data)
$安森美半导体(ON.US)$ and $美高梅(MGM.US)$ will kick off earnings on Monday, followed by $美国超微公司(AMD.US)$, $福特汽车(F.US)$, $辉瑞(PFE.US)$, $星巴克(SBUX.US)$, and ...
Market is pleased
$SPDR 标普500指数ETF(SPY.US)$$标普500指数(.SPX.US)$$特斯拉(TSLA.US)$$苹果(AAPL.US)$$亚马逊(AMZN.US)$$英伟达(NVDA.US)$$Meta Platforms(META.US)$$赛富时(CRM.US)$$耐克(NKE.US)$$英特尔(INTC.US)$$奈飞(NFLX.US)$$迪士尼(DIS.US)$$标普500指数主连(2406)(ESmain.US)$$KBW银行指数(.BKX.US)$$First Republic Bank(FRC.US)$$3倍做空标普500ETF-Direxion(SPXS.US)$$美元指数(USDindex.FX)$$Spotify Technology(SPOT.US)$$资讯科技ETF-Vanguard(VGT.US)$$ARK Innovation ETF(ARKK.US)$$Palantir(PLTR.US)$$Sea(SE.US)$$AT&T(T.US)$$Visa(V.US)$$PayPal(PYPL.US)$$万事达(MA.US)$$Digital World Acquisition Corp(DWAC.US)$$ProShares三倍做空标普500ETF(SPXU.US)$$强生(JNJ.US)$$江森自控(JCI.US)$$纳斯达克100指数(.NDX.US)$$蔚来(NIO.US)$
专栏Wall Street Today | US Says All SVB Deposits Safe, Creates New Backstop for Banks
Fed Rate Outlook Overshadowed as SVB Collides With Jobs Report
A hard job just got harder for the Federal Reserve after the biggest US bank failure since 2008 overshadowed another strong payroll report.
Officials weighing if February’s jobs data boosted the case for a half-point rate hike this month must now also consider if the collapse of Silicon Valley Bank gives grounds for caution that they cannot ignore....
JCI...here we go again
营收在2019年下了一个大台阶,从314亿下降到239亿,之后两年都没有超过239亿。营业利润在2019年下滑57%后反弹了2年,分别增长20.5和60.4%,净利润反而在2019年增加150%,2020暴跌86.5%,2021年又反弹135%,真是动荡的三年。
不出所料,2019年有46亿的停止经营利润,因此2019年的营收下了个大台阶,一切都理顺了。
2020年为2019年收拾残局,产生了近8亿的特殊费用,包括重组和资产减值。2021年所得税非常高,不知道是不是在为前两年买单,不过利润表已经比前两年看起来干净多了。
2022前两季度营收增加9.4%,营业利润下滑8.8%,净利润下滑47%,利润表又开始杂乱,其它费用达到了3亿。
目前市盈率23.8,市盈率TTM 31.3,吸引力不大。
暂无评论