Apple (AAPL) is a Good “Value” But Profits Are Looking Meh
Apple (AAPL) stock is a good valuewith the P/E down from 29 to 22 since last qtr. But investors have to deal with slow profit growth.
Apple (AAPL) stock is a good valuewith the P/E down from 29 to 22 since last qtr. But investors have to deal with slow profit growth.
Beton Dickinson (BDX) is a super safe stock. The company’s been in business since the 1800s. But the stock is a slow grower.
McDonald’s (MCD) is seeing strong growth Internationally, but higher food costs and labor inflation are hampering profits.
A hangover from last year’s strong bond issuance, and higher inflation this year, and hurting S&P Global’s (SPGI) Ratings division.
Investors feel Fiserv’s (FISV) profit margins will erode over time as competition including Stripe and Ayden offer lower pricing.
Here’s our thesis how Alphabet (GOOGL) stock could be $600 four years from now (2026). This could be the buy of the Bear Market.
Microsoft’ (MSFT) differentiated businesses (PC software, LinkedIn, Video games, cloud storage) can keep growth chugging along.
Visa (V) is set the benefit from the Summer travel season. That is unless a recession causes people to skip vacations this year.
Tractor Supply (TSCO) is a buy because dogs need food. Horses too. And other animals you would find on a farm need food too.
Conservative stock Waste Management (WM) had an excellent start to 2022 with 22% profit growth on 13% revenue growth last qtr.
Lockheed Martin (LMT) is getting a lot of new orders for the F-35 fighter. But it’ll will take a while to make and deliver them.
Ecolab (ECL) is combating higher raw material and freight prices, which are eating into profits even though revenue is increasing.