文章核心观点 - 价值投资正在快速流行,体现在沃伦·巴菲特等价值投资者取得的出色业绩 [1] - 一些近期大涨的股票显示了这种纯粹的投资策略的巨大成功 [2] 价值投资相关内容总结 1. 价值投资者通常不会考虑市盈率-增长比(PEG)等指标,而更倾向于使用股息收益率、市盈率或市净率等指标来挑选低估值的股票 [3][4][6] 2. 单纯依靠这些指标可能会导致"价值陷阱",即暂时性问题拉低股价,但长期来看这些问题并未得到解决 [5][6] 3. PEG指标可以帮助发现股票的内在价值,但也存在一些局限性,如无法考虑增长率的变化 [6][7] 4. 一个较为全面的筛选策略应该包括:PEG低于行业中位数、市盈率低于行业中位数、获得买入或强烈买入评级、市值超过10亿美元、成交量较大、盈利预测上调幅度超过5% [8][9][10][11][12] 具体股票分析 1. 希尔顿度假村(HGV):全球领先的时光度假公司,具有8.8%的长期增长率 [13][14] 2. 泰纳特医疗(THC):拥有18.3%的长期增长率 [15][16] 3. 环球健康服务(UHS):拥有16.3%的长期增长率 [17][18] 4. 波普拉银行(BPOP):拥有14.4%的长期增长率 [19][20] 5. B2Gold(BTG):拥有23.5%的长期增长率 [21][22]

PSEG (PEG) came out with quarterly earnings of $0.63 per share, missing the Zacks Consensus Estimate of $0.64 per share. This compares to earnings of $0.70 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.56%. A quarter ago, it was expected that this parent company of PSEG Power and Public Service Electric & Gas Co. Would post earnings of $1.32 per share when it actually produced earnings of $1.31, delivering a surprise of - ...

财务业绩 - PSEG 2024年第二季度财务业绩符合全年预期,公司重申了2024年非GAAP经营收益指引为每股3.60美元至3.70美元[5] - 公司总营收为51.83亿美元，同比增长-16.1%[32] - 公司净收益为9.66亿美元，同比下降48.6%[32] - 公司经营性现金流为11.43亿美元，同比下降52.5%[38] - 公司投资活动现金流出为16.12亿美元，同比增加44.1%[38] - 公司融资活动现金流入为5.15亿美元，同比下降-142.8%[38] - 公司第二季度和上半年每股收益(非公认会计准则)分别为0.63美元和1.94美元，较去年同期分别下降10%和7%[50] 电力业务 - PSEG电力成功完成了100%自有的Hope Creek核电机组的计划检修,并正在寻求多项增长机会,包括提升发电能力、氢能试点和向数据中心销售电力[6] - PSE&G正在经历来自潜在数据中心客户的新业务申请和可行性研究的增加,预计将带动未来负荷增长和系统投资需求[7] - PSE&G在第二季度投资约9亿美元,使得年初至今的资本支出达到17亿美元,符合全年投资34亿美元的计划[11] - PSEG电力及其他业务部门的第二季度业绩主要受益于联邦核电生产税收抵免的积极影响,但也受到了Hope Creek核电站计划检修成本的抵消[14] - 公司电力销售量同比增长7%,其中住宅用电增长12%,商工业用电增长4%[39] - 公司电力输配业务(PSE&G)第二季度和上半年每股收益(非公认会计准则)分别为0.60美元和1.58美元,较去年同期分别下降11%和5%[52] - 公司发电及其他业务(PSEG Power & Other)第二季度和上半年每股收益(非公认会计准则)分别为0.02美元和0.36美元,较去年同期分别增长100%和-15%[53] 天然气业务 - 公司天然气销售量同比增长7%,其中住宅用气增长6%,商工业用气增长7%[40] 其他 - 公司总资产为372.22亿美元,较2023年12月31日增加4.2%[36] - 公司三个月和六个月期间的实际温度湿度指数(THI)小时数分别为5,893小时和5,898小时,较去年同期分别增长99%和100%[42] - 公司三个月和六个月期间的实际供暖度日(Degree Days)分别为402天和2,512天,较去年同期分别增长20%和10%[42,43] - 公司新泽西州和宾夕法尼亚州核电厂三个月和六个月发电量分别为7,006兆瓦时和15,207兆瓦时,较去年同期分别下降9%和6%[47]

$0.87 PER SHARE NET INCOME$0.63 PER SHARE NON-GAAP OPERATING EARNINGSReaffirms Full-Year 2024 Non-GAAP Operating Earnings Guidance NEWARK, N.J., July 30, 2024 /PRNewswire/ -- Public Service Enterprise Group (NYSE: PEG) reported the following results for the second quarter of 2024:PSEG Consolidated (unaudited)Second Quarter Comparative Results Income Diluted Earnings Per Share ($ millions, except per share amounts) 2Q 2024 2Q 2023 2Q 2024 2Q 2023 Net Income $434 $591 $0.87 $1.18   Reconciling Items (121) ( ...

UNIONDALE, N.Y., July 25, 2024 /PRNewswire/ -- Summer has arrived, and PSEG Long Island is prepared for hurricane season and to meet peak demand during extreme heat situations in the coming months.Experience the full interactive Multichannel News Release here: https://www.multivu.com/players/English/9270451-pseg-long-island-prepared-summer-2024/ Storm Hardening Video Storm Hardening Infographic 78314 "Providing reliable electric service to approximately 1.2 million customers is a long-term com ...

Public Service Enterprise Group Incorporated (PEG) , or PSEG, is slated to report second-quarter 2024 results on Jul 30 before market open. The company delivered a negative earnings surprise of 0.76% in the last reported quarter.The company holds a four-quarter average earnings surprise of 7.30%.  Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.Factors at PlayIn the second quarter of 2024, PSEG’s service territories witnessed warmer-than-normal temperatures, resul ...

Ahead of the U.S. presidential election, investors are quite certain about a probable increase in volatility in the equity space. Considering the diverse focus and agenda of the parties, conditional to the voting outcome, a number of sectors are bound to see growth compared to others. While a few months are still left for investors to clearly understand which sectors to put more money in and which sectors to exit, it will be a prudent idea now to follow a hybrid investment strategy to minimize the risk of t ...

NEWARK, N.J., July 15, 2024 /PRNewswire/ -- The Board of Directors of Public Service Enterprise Group (NYSE:PEG) today declared a $0.60 per share dividend on the outstanding common stock of the company for the third quarter of 2024. All dividends for the third quarter are payable on or before September 30, 2024, to shareholders of record on September 9, 2024. About PSEG Public Service Enterprise Group (PSEG) (NYSE: PEG) is a predominantly regulated infrastructure company focused on a clean energy future. Gu ...

Over 97,000 Retail Appliance Rebates Provided and Approximately $12 Million on Utility Bills Saved for Business Customers Participating in the PSE&G Small Business Direct Install ProgramNEWARK, N.J., July 9, 2024 /PRNewswire/ -- PSE&G's latest report on its Clean Energy Future Energy Efficiency (CEF-EE) initiatives indicates a continuation of positive results from programs implementation through March 31, 2024. Over 380,000 customers have taken action to save energy and money through PSE&G's suite of energy ...

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