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Protect Your Wealth: 5 Dividend Aristocrats To Avoid
seekingalpha.com· 2024-05-17 19:00
LumerB Dividend Aristocrats are beloved because they're the quintessential sleep-well-at-night blue chips. Companies are so well run, stable, and adaptable that they raise their dividends every single year for 25-plus consecutive years. Through recessions, economic crashes, bear markets, inflation spikes, and interest rates that fluctuate widely, aristocrats are the bluest of blue chips. But no stock is truly a bond alternative. And here's the proof. Why Not Even Aristocrats Are "Risk-Free Bond Alternatives ...
Taking A Small Position In Amcor
Seeking Alpha· 2024-05-16 03:25
Luis Alvarez I have a terrible confession to make, dear readers: I’m ageing. It’s as much of a shock to me as it is to thee. Anyway, among the behavioural changes such unpleasantness demands is a slight change to my investment philosophy. I’m now focusing on buying dividend paying stocks, and I’ll be limiting myself to so-called “dividend aristocrats.” My goal is to find the top 15 stocks from this universe. I’ll be judging them for their ability to maintain and grow dividends, and, of course, valuation. As ...
Is Amcor (AMCR) Stock Undervalued Right Now?
Zacks Investment Research· 2024-05-09 22:46
Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers. Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors rely on traditional forms o ...
4 Strong Buy Dividend Aristocrats Wall Street Loves Are Trading Just Above 52-Week Lows
24/7 Wall Street· 2024-05-09 20:32
4 Strong Buy Dividend Aristocrats Wall Street Loves Are Trading Just Above 52-Week Lows ptasha / iStock via Getty Images Investors are drawn to dividend stocks for their reliable income and the potential for a robust total return. Total return encompasses interest, capital gains, div ...
Amcor: An Underpriced Fundamentally Sound Company
Seeking Alpha· 2024-05-09 14:14
ULTRA.F/DigitalVision via Getty Images Investment Thesis Amcor plc's (NYSE:AMCR) growth over the past 6 years was driven by acquisitions. While there were mixed signals about its track record in improving operating and capital efficiencies, there was a top-line and bottom- line growth. There were also uptrends on the various return metrics. The Group is financially sound with a very low Reinvestment rate. A valuation assuming zero or low Reinvestment rates showed that there is more than a 30% margin of safe ...
4 Dividend Aristocrats To Buy In May Plus 4 To Watch
Seeking Alpha· 2024-05-09 00:04
cynoclub/iStock via Getty Images Foreword As a supplement to this article, please note that Kiplinger has published an on-line slide-show detailing the latest 2024 S&P Dividend Aristocrats. The article, entitled The S&P 500 Dividend Aristocrats, is by Dan Burrows, a contributing editor. S&P Dow Jones Indices rebalances the S&P 500 Dividend Aristocrats every January, the Aristocratic population now stands at 67 . There were two changes to the Dividend Aristocrats announced in January 2024. Walgreens Boots Al ...
5 Stocks at the Forefront of S&P 500 ETF's Latest Rally
Zacks Investment Research· 2024-05-08 23:56
Wall Street has regained momentum in recent sessions, with the S&P 500 Index logging in the fourth consecutive gain. The benchmark reclaimed the 5,200 level in the latest trading session before ending below the level. This can be attributed to solid corporate earnings and renewed bets for Fed rate cuts that have rekindled investors’ interest in the stock market. Additionally, the resurgence in tech stocks with the resumption of the AI craze added to the strength (read: S&P 500's Best 3-Day Run in 2024: ETF ...
Amcor (AMCR) Q3 Earnings Beat, Revenues Dip Y/Y on Low Volumes
Zacks Investment Research· 2024-05-02 01:55
Amcor Plc (AMCR) reported third-quarter fiscal 2024 (ended Mar 31, 2024) adjusted earnings per share (EPS) of approximately 18 cents, which beat the Zacks Consensus Estimate of 17 cents. This represents a 1.7% increase from the year-ago quarter, marking a return to growth after four consecutive quarters of decline. The growth is primarily attributed to the realization of benefits from structural cost initiatives. Including special items, the company reported earnings per share (EPS) of 13 cents compared wit ...
Amcor(AMCR) - 2024 Q3 - Quarterly Report
2024-05-01 18:22
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number 001-38932 AMCOR PLC (Exact name of Registrant as specified in its charter) Jersey 98-1455367 (State or other jurisdiction ...
Amcor(AMCR) - 2024 Q3 - Earnings Call Transcript
2024-05-01 10:10
财务数据和关键指标变化 - 公司第三季度调整后每股收益超出预期,实现了连续三个季度的盈利能力提升 [6][10] - 公司第三季度销售额同比下降6%,主要由于销量下降4%,其中医疗保健类产品销量下降双位数,其他业务基本持平 [16][19][20] - 公司第三季度调整后EBIT同比增长3%,毛利率提升170个基点至13.8%,体现了成本控制措施的成效 [22][23] 各条业务线数据和关键指标变化 - 柔性包装业务第三季度销量下降2%,但除医疗保健外其他领域基本持平或小幅增长 [19][20][21] - 刚性包装业务第三季度销量下降8%,但较上一季度有明显改善,成本控制措施使得该业务也实现了利润增长 [23][24] 各个市场数据和关键指标变化 - 北美和欧洲市场第三季度销售额同比下降高个位数,主要受医疗保健类产品销量下降的影响 [21] - 亚洲市场第三季度销售额略有增长,中国连续三个季度实现销量增长,东南亚医疗保健业务销量下降 [21] - 拉丁美洲市场第三季度销量增长,巴西、墨西哥和秘鲁表现良好 [21] 公司战略和发展方向及行业竞争 - 公司在可持续发展方面的目标和承诺没有改变,仍在全力推进,不会像一些大客户那样推迟目标 [76][77] - 公司认为刚性包装业务在整体战略中仍有重要地位,未来会继续关注提升该业务的盈利能力 [65][66][67] 管理层对经营环境和未来前景的评论 - 公司认为经营环境正在好转,第四季度销量和盈利水平有望继续改善,为下一财年的增长奠定基础 [29][35][89] - 管理层对公司未来前景保持信心,认为公司在各个市场和业务线上的领先地位以及创新能力将支撑长期增长 [32][33] 问答环节重要的提问和回答 问题1 **Ghansham Panjabi 提问** 询问第三季度销量改善是否只是暂时性的去库存影响,还是有持续改善的基础 [40] **Peter Konieczny 回答** 1) 第三季度销量改善有三个原因:去库存影响的逐步消除、客户需求改善、管理层成本控制措施的成效 [41][42][43][44][45][46][47] 2) 公司认为这些改善趋势在一定程度上是可持续的,未来会继续推动销量和盈利的改善 [41][42][43][44][45][46][47] 问题2 **Daniel Kang 提问** 询问医疗保健业务在第三季度是否有任何改善,以及未来一年是否有望恢复增长 [48] **Peter Konieczny 回答** 1) 医疗保健业务第三季度销量仍下降双位数,但去库存影响有所缓解 [49] 2) 预计医疗保健业务去库存影响将在第四季度和下一财年初进一步消除,有望恢复增长 [49][50] 问题3 **Brook Campbell 提问** 询问为何第四季度盈利增长指引未能进一步提升,而是维持在中个位数 [78] **Michael Casamento 回答** 1) 第三季度业绩超预期主要是由于去库存影响的逐步消除和成本控制措施的成效 [79][80] 2) 第四季度仍预计销量和盈利将继续改善,但医疗保健业务去库存影响仍将拖累整体销量增长 [79][80][81] 3) 公司保持谨慎,未过度乐观,但有信心能在第四季度实现中个位数的盈利增长 [79][80][81]