Albert H. Nahmad, Watsco's CEO, celebrated the 50th consecutive year of dividends, showing the company's robust growth. Watsco's policy balances dividends with a cautious balance sheet, enabling continuous network expansion.
Despite Watsco's optimistic growth profile, the high P/E ratio suggests investors expect it to outperform the market. However, as analysts predict lower-than-market growth, investors may face disappointment as the P/E ratio adjusts to this growth.
Despite recent dips, the stock's long-term strength is credited to EPS growth and dividend payments. The 1-year TSR of 42% outperforms the 5-year TSR, indicating stronger recent momentum.
Watsco's continual ROCE growth suggests successful capital reinvestment and a promising outlook if trends persist based on its strong five-year performance.
Gainers: •$Akero Therapeutics(AKRO.US)$+9.6% (announces two financing transactions with Pfizer (PFE) and Hercules Capital (HTGC) providing access to up to $125 million) •$BrightSpire Capital(BRSP.US)$+6.3% (increases dividend) •$Humanigen(HGEN.US)$+4% (entered into an agreement with PCI Pharma Services as part of preparations for commercialization in the United Kingdom) •$艾里逊变速箱(ALSN.US)$+2.8% (electric hybrid bu...
Upgrades •$阿卡迪亚(ACAD.US)$: Jefferies Upgrades to Buy from Hold - PT $25 (from $22) •$亚瑟加拉格尔(AJG.US)$: RBC Capital Upgrades to Outperform from Sector Perform - PT $185 (from $182) •$Apple Hospitality REIT(APLE.US)$: B.Riley Upgrades to Buy from Neutral - PT $19 •$汽车地带(AZO.US)$: Morgan Stanley Upgrades to Overweight from Equalweight - PT $2,420 (from $2,125) •$波音(BA.US)$: Citigroup Upgr...
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专栏US Top Gap Ups and Downs on 4/20: TSM, SNA, TSLA, T and More
Gap Ups
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9....
专栏Today's pre-market stock movers: WMT, AMZN, KO, BABA and more
In reaction to earnings/guidance:
$Liberty Energy(LBRT.US)$ +11.6%, $F5 Inc(FFIV.US)$ +6.9%, $Encore缆线(WIRE.US)$ + 5.6%, $Archer Daniels Midland(ADM.US)$ +5.5%, $毕达菲尔特银行(NTB.US)$ +5%, $奥尔巴尼国际(AIN.US)$ +5%, $3M(MMM.US)$ +4.0%,
Other news:
$Shell Midstream(SHLX.US)$ +10% (Shell USA to acquire all units in SHLX held by public at $15.85/unit total value $1.96 bln)
$BridgeBio Pharma(BBIO.US)$...
专栏Today's pre-market stock movers: KR, REV, RACE, PHG and more
• $Akero Therapeutics(AKRO.US)$ +9.6% (announces two financing transactions with Pfizer (PFE) and Hercules Capital (HTGC) providing access to up to $125 million)
• $BrightSpire Capital(BRSP.US)$ +6.3% (increases dividend)
• $Humanigen(HGEN.US)$ +4% (entered into an agreement with PCI Pharma Services as part of preparations for commercialization in the United Kingdom)
• $艾里逊变速箱(ALSN.US)$ +2.8% (electric hybrid bu...
专栏Top upgrades and downgrades on 6/16: BA, DG, U, WSO and more
• $阿卡迪亚(ACAD.US)$ : Jefferies Upgrades to Buy from Hold - PT $25 (from $22)
• $亚瑟加拉格尔(AJG.US)$ : RBC Capital Upgrades to Outperform from Sector Perform - PT $185 (from $182)
• $Apple Hospitality REIT(APLE.US)$ : B.Riley Upgrades to Buy from Neutral - PT $19
• $汽车地带(AZO.US)$ : Morgan Stanley Upgrades to Overweight from Equalweight - PT $2,420 (from $2,125)
• $波音(BA.US)$ : Citigroup Upgr...
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