Streetbeat News

Revenues

KHC

Kraft Heinz, a high-yield food giant, is showing signs of improvement but still requires significant efforts to fully recover and get back on track.

Portfolio Pulse from

November 09, 2024 | 2:00 pm

SPY

VNQ

The Republican sweep in the election led to a sharp market reaction with the S&P 500 rising by approximately 4.5%. REITs were negatively impacted by rising Treasury rates, while regional banks and energy stocks gained. Renewables and healthcare REITs faced short-term declines.

Portfolio Pulse from

November 09, 2024 | 2:00 pm

XOM

ExxonMobil has significantly improved its profitability through strategic changes. The energy giant's transformation has enhanced its ability to generate revenue, making it a more profitable company.

Portfolio Pulse from

November 09, 2024 | 2:00 pm

JEPQ

The article compares two funds, JEPQ and GPIQ, highlighting GPIQ's advantages in capital appreciation, yield stability, and tax efficiency over JEPQ.

Portfolio Pulse from

November 09, 2024 | 1:30 pm

CIX

CompX has seen a significant share price appreciation of 91% since 2019, outperforming the S&P 500's 88%. The company has a total shareholder return (TSR) of nearly 23% and generated $22.3 million in free cash flow (FCF) with an 8.2% yield.

Portfolio Pulse from

November 09, 2024 | 12:45 pm

ABNB

Airbnb is gaining attention due to its strong cash flow strategy amidst rising inflation concerns and increasing 10-year Treasury yields. These economic conditions may benefit certain stocks, including Airbnb.

Portfolio Pulse from

November 09, 2024 | 12:30 pm

SQM

Sociedad Química y Minera de Chile (SQM) is rated as a 'Strong Buy' due to its pivotal role in the lithium market, anticipated demand increase, and robust financials. The company is set for long-term growth through strategic partnerships and expansion plans in Chile, Australia, and China.

Portfolio Pulse from

November 09, 2024 | 12:30 pm

DKNG

DraftKings reported a $250 million revenue loss, primarily due to favorable NFL game outcomes for customers. The CEO described it as the most customer-friendly period in NFL sports outcomes the company has experienced.

Portfolio Pulse from

November 09, 2024 | 12:15 pm

GPC

A potential reduction in the corporate tax rate to 15% could significantly boost S&P 500 earnings by 4%, similar to the 2017 rally. Investors are advised to focus on undervalued, high-quality dividend aristocrats in consumer discretionary, materials, and industrials sectors, which are expected to benefit the most from the tax cuts. These stocks offer a 3.2% yield, 10% annual dividend growth, and a 33% upside potential in the next year, increasing to 38% with the tax cuts.

Portfolio Pulse from

November 09, 2024 | 12:15 pm

PERI

Perion's Q3 earnings reveal declining revenue in its larger segments but strong profitability and growth in smaller segments. The company's net cash is 90% of its market cap, offering downside protection.

Portfolio Pulse from

November 09, 2024 | 10:15 am