Here are three stocks with buy rank and strong value characteristics for investors to consider today, August 20:ZIM Integrated Shipping Services Ltd. (ZIM) : This logistics company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 233% over the last 60 days.ZIM Integrated Shipping Services has a price-to-earnings ratio (P/E) of 3.05 compared with 5.10 for the industry. The company possesses a Value Scoreof A.HCA Healthcare, Inc. (HCA) : This hea ...

When it comes to doing well in a recession, few names come to mind quicker than that of  ‘The Big Short’ investor Michael Burry. Indeed, Burry proved his ability to correctly judge the weaknesses of the stock market and of the economy at a time when much of the world was caught by surprise in what would become known as the Great Recession.Though the hedge fund manager has not managed a success of the magnitude of his ‘Big Short’ in the last 16 years and has even taken some big losses with, for example, his ...

The stock market has witnessed weakness in recent weeks. Against such a backdrop, investors are increasingly exploring strategies that will help them protect their portfolios from downsides. Nothing seems better than the strategy of dividend investing. Picking stocks with a history of dividend growth leads to a healthy portfolio with a greater scope of capital appreciation as opposed to simple dividend-paying stocks or those with high yields. We have selected five dividend growth stocks — HCA Healthcare Inc ...

HCA Healthcare TodayHCAHCA Healthcare$358.73 +3.95 (+1.11%) 52-Week Range$215.96▼$361.12Dividend Yield0.74%P/E Ratio17.88Price Target$341.12Add to WatchlistThe nation's largest hospital operator, HCA Healthcare Inc. NYSE: HCA, surged to all-time highs following its strong Q2 2024 earnings results. The dramatic growth in acute care services has driven hospital stocks to new highs, often at the expense of health insurers. Acute care services are usually short-term and intensive hospital-based services that in ...

财务业绩 - 收入增加10.3%，达到174.92亿美元[69] - 净收入增加22.5%，达到14.61亿美元，每股收益5.53美元[68] - 公司收入增长10.3%，达到174.92亿美元[95] - 每股摊薄收益为5.53美元，较上年同期增长22.5%[95] 运营数据 - 同院收入增加9.9%，主要由于同院收费增加4.4%和同院住院量增加5.2%[69] - 总住院量增加6.0%，同院住院量增加5.8%[70] - 手术量下降0.3%，同院手术量下降0.5%[70] - 急诊就诊量增加5.3%，同院急诊就诊量增加5.5%[70] - 未保险住院量增加4.0%，同院未保险住院量增加3.5%[70] - 2024年第二季度急诊室就诊人次为2,414,960人[122] - 2024年第二季度门诊手术量为258,967例[122] - 2024年第二季度住院手术量为135,860例[122] - 2024年第二季度应收账款周转天数为53天[122] - 2024年第二季度门诊收入占患者收入的38%[122] 成本管控 - 工资和福利占收入比例为43.9%，较上年同期下降2个百分点，主要由于合同工人数大幅下降25.7%[96] - 供应品占收入比例为15.1%，较上年同期下降0.5个百分点[97] - 其他经营费用占收入比例为20.7%，较上年同期上升1.5个百分点，主要由于专业费用和某些州的提供商费用增加[98] - 供应成本占收入的比例从2023年上半年的15.6%下降至2024年上半年的15.2%[108] - 医疗设备供应成本上升3.1%,常规医疗和手术用品上升2.3%,但药品供应成本下降3.9%[108] - 其他营业费用占收入的比例从2023年上半年的18.8%上升至2024年上半年的20.8%,主要是专业费用和某些州的供应商费用增加[109] - 折旧和摊销费用从2023年上半年的15.19亿美元增加至2024年上半年的16.14亿美元,主要是由于现有设施的资本支出增加[110] - 利息费用从2023年上半年的9.64亿美元增加至2024年上半年的10.18亿美元,平均债务余额从386.22亿美元增加至403.59亿美元[111] 税收和非控股权益 - 有效税率为27.4%，较上年同期上升2.5个百分点，主要由于未确认税收利益的调整[103] - 2024年上半年的有效税率为24.6%,2023年上半年为23.3%[113] - 归属于非控股权益的净收益从2023年上半年的3.99亿美元增加至2024年上半年的4.37亿美元,主要来自于德克萨斯市场的业务[115] 资本运营 - 得克萨斯州和佛罗里达州的医院占公司总住院量的59%和总收入的51%[83] - 公司在2023年和2024年上半年分别回购了1,446.5万股和811.1万股普通股[95,106] - 公司于2024年1月授权了60亿美元的股票回购计划,截至2024年6月30日,尚有42.28亿美元可用于回购[130][131][132] - 公司于2024年7月22日宣布派发每股0.66美元的季度股息,将于2024年9月30日支付给2024年9月16日登记在册的股东[133] - 公司执行副总裁兼首席临床官Michael S. Cuffe博士于2024年5月7日采用了Rule 10b5-1交易安排[134] - 2024年上半年经营活动产生的现金流为44.40亿美元,较2023年上半年的42.78亿美元增加1.62亿美元[116] - 2024年第二季度出售设施获得2.13亿美元收益,2023年上半年则录得1400万美元损失[112] 内部控制 - 公司在2024年第二季度内部控制未发生重大变化[127] - 公司披露控制和程序于2024年6月30日有效[126]

Wall Street has experienced an impressive rally over the past 18 months. Recently, weaker-than-expected inflation data, several soft key economic indicators and dovish comments from the Fed Chairman about a potential interest rate cut have heightened market expectations of a 25-basis point rate cut in September. Investors are also anticipating at least two rate cuts by the end of 2024. Moreover, despite some disappointing results from major tech stocks, the overall earnings season has begun strongly.This op ...

With Tuesday’s earnings lineup giving us Q2 results from magnificent seven stocks Alphabet (GOOGL)  and Tesla (TSLA)  among other household names, HCA Healthcare (HCA)  and Spotify Technology (SPOT)  are two companies that stood out.HCA Healthcare and Spotify both sport a Zacks Rank #2 (Buy) and were able to impressively exceed Q2 earnings expectations. To that point, now looks like a promising time to invest in their increased profitability.HCA’s Essential Services Seeing strong demand for its services, HC ...

Key TakeawaysHCA Healthcare had more patients use its facilities, which helped push sales and profits for the second quarter above forecasts.Same-facility admissions, emergency room visits, and inpatient surgeries all rose for HCA Healthcare versus a year ago, although same-facility outpatient surgeries fell, the company reported.HCA Healthcare raised its full-year adjusted earnings per share and revenue guidance.HCA shares hit a record intraday high in early trading Tuesday. HCA Healthcare (HCA) shares jum ...

财务数据和关键指标变化 - 第二季度每股调整后收益增长28%至5.50美元 [9] - 同店收入增长10% [13] - 调整后EBITDA增长16%至35.5亿美元 [21] - 经营活动产生的现金流下降5亿美元至20亿美元,主要由于税收付款和Medicaid补充付款的时间性影响 [22] - 资本支出为12.8亿美元 [23] - 回购13.7亿美元股票 [23] - 派发17000万美元股息 [23] - 债务/调整后EBITDA比率维持在指引范围的低端 [23] 各条业务线数据和关键指标变化 - 同店住院量增长5.8% [11] - 同店等同入院量增长5.2% [11] - 同店急诊就诊量增长5.5% [11] - 同店住院手术增长2.6% [11] - 同店门诊手术下降2% [11] - 心脏手术和住院康复服务等其他业务线增长强劲 [11] - 商业保险占等同入院量的36.2%,较去年有所改善 [12] - 住院服务的病例混合指数略有上升 [13] 各个市场数据和关键指标变化 - 医疗交易所会员人数同比增长46% [34][35] - 商业保险(不含医疗交易所)等同入院量增长近5% [34] - 医疗交易所等同入院量增长12.5% [34] - 医疗补充付款对第二季度收益增加约1.25亿美元,主要来自内华达州新项目和佛罗里达州项目 [32] - 田纳西州新的医疗补充付款项目正在与CMS审核,预计2024年不会产生财务影响 [33] - 医疗补充付款对公司的长期可持续性较好,得到红蓝州的广泛支持 [86][87] 公司战略和发展方向及行业竞争 - 公司继续执行战略计划,在患者服务、设施运营和成本管理等方面取得积极成果 [8] - 公司正在大幅增加资本支出,2024年将达52亿美元,用于发展网络、人才和技术 [92][95][97] - 公司有能力进行更大规模的并购,但目前专注于优化现有网络,选择性进行补充性收购 [113][114][115] - 公司看好未来需求增长,预计2024-2025年需求增长2-3% [97] 管理层对经营环境和未来前景的评论 - 公司对2024年剩余时间的需求前景持乐观态度 [14][50] - 公司认为当前的强劲需求和良好的运营表现将持续到2024年剩余时间 [44][45][50] - 公司预计2024年全年的收入、利润和每股收益将超出此前指引 [24][25] - 公司认为医疗补充付款项目的可持续性较好,不太担心政治变化的影响 [86][87] 其他重要信息 - 公司正在大幅提高急诊室的运营效率,包括缩短等候时间、住院时长和提高患者满意度 [67][68][69][70][71] - 公司正在加大对现有员工的培训和支持,以提高护理质量和运营效率 [111][112] - 公司的资本支出计划主要用于维护设施、发展网络和投资技术 [95][97] 问答环节重要的提问和回答 问题1 **A.J. Rice 提问** 询问医疗补充付款的表现和未来预期,以及医疗交易所会员人数的变化趋势 [28] **Mike Marks 回答** - 医疗补充付款对第二季度收益增加约1.25亿美元,主要来自内华达州新项目和佛罗里达州项目 [32] - 田纳西州新的医疗补充付款项目正在与CMS审核,预计2024年不会产生财务影响 [33] - 医疗交易所会员人数同比增长46% [34][35] - 不含医疗交易所的商业保险等同入院量增长近5% [34] 问题2 **Ann Hynes 提问** 询问工资和福利成本的变化情况,特别是合同工成本 [38] **Mike Marks 回答** - 合同工成本同比下降25.7%,占总工资成本的4.8% [39][40] - 合同工占工资成本的比重从去年同期的6.8%下降至本季度的4.8% [39] - 工资通胀保持稳定 [40] 问题3 **Pito Chickering 提问** 询问公司调高全年指引的主要原因 [43] **Mike Marks 回答** - 前6个月的业务量和收费组合优于原预期 [44] - 良好的人力成本管理,包括合同工成本下降 [44][45] - 预计全年收入增长4-6%,工资、供应品和其他运营成本占收入的比重将维持在6月底的水平 [45][46] - 预计全年合同工占工资成本的比重将在4%中旬 [46] - 预计专业费用同比增长将在下半年进一步放缓 [46] - 预计全年医疗补充付款将带来1-2亿美元的利润贡献,而非原先预期的1-2亿美元的拖累 [46][47]

HCA Healthcare (HCA) came out with quarterly earnings of $5.50 per share, beating the Zacks Consensus Estimate of $4.97 per share. This compares to earnings of $4.29 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10.66%. A quarter ago, it was expected that this hospital operator would post earnings of $5.01 per share when it actually produced earnings of $5.36, delivering a surprise of 6.99%.Over the last four quarters, the c ...