RTX’s long-term outlook remains bright

The shares of aerospace equipment maker RTX dropped to $69 in October 2023 after the company issued a recall of some defective jet engines. Despite that setback, the shares have rebounded on improving demand for RTX’s commercial and military products. Cost savings also let the… Read More

Lower costs should lift future profits

3M COMPANY $93 is a buy for long-term gains. The diversified manufacturer (New York symbol MMM; Income Portfolio, Manufacturing & Industry sector; Shares outstanding: 552.3 million; Market cap: $51.4 billion; Price-to-sales ratio: 1.6; Dividend yield: 6.5%; TSINetwork Rating: Above Average; www.3m.com) reported 0.3% lower revenue in the three… Read More

Buffett sells more HP shares

HP INC. $30 is a hold. The company (New York symbol HPQ; Conservative Growth Portfolio; Manufacturing sector; Shares outstanding: 990.9 billion; Market cap: $29.7 billion; Price-to-sales ratio: 0.6; Dividend yield: 3.7%; TSINetwork Rating: Average; www.hp.com) is a leading maker of personal computers and home and office printers.
Billionaire investor… Read More

We still prefer the spinoff to its parent

The shares of industrial conglomerate General Electric have gained 55% since it decided to split into three separate firms in November 2021. The company now expects to complete the final spinoff in April 2024. While the breakup should ultimately benefit investors, the recent healthcare equipment… Read More

Yum China targets new cities

YUM CHINA HOLDINGS INC. $37 is a buy for aggressive investors. The company (New York symbol YUMC; Consumer Sector; Shares outstanding: 416.9 million; Market cap: $15.4 billion; Price-to-sales ratio: 1.4; Dividend yield: 1.4%; TSINetwork Rating: Average; www.yumchina.com) is China’s largest fast-food operator with over 14,000 outlets, mainly under… Read More

Good time to add these to your portfolio

Commodity prices have weakened in the past few months, partly due to China’s slower-than-expected post-pandemic recovery. Even so, we still like the long-term prospects of these two leading resources stocks.
BHP GROUP LTD. (ADR) $62 is a buy. This company (New York symbol BHP; Conservative Growth Portfolio, Resources… Read More

Microsoft brings AI to PCs

MICROSOFT CORP. $403 is a buy for aggressive investors. The company (Nasdaq symbol MSFT; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 7.4 billion; Market cap: $3.0 trillion; Price-to-sales ratio: 13.6; Dividend yield: 0.7%; TSINetwork Rating: Above Average; www.microsoft.com) invested $10 billion in OpenAI, the developer of… Read More