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U.S. government funding cuts to research labs and trade tensions with China have weighed on these two stocks over several months. However, both are doing a good job adapting, which improves their long-term prospects.


AGILENT TECHNOLOGIES INC. $143 is a buy. The company (New York symbol A; Aggressive Growth Portfolio, Manufacturing sector; Shares outstanding: 283.5 million; Market cap: $40.5 billion; Price-to-sales ratio: 5.8; Dividend yield: 0.7%; TSINetwork Rating: Average; www.agilent.com) makes specialized testing equipment for medical research laboratories and industrial clients.
DIAGEO PLC ADR $92 is a hold. The maker of premium alcoholic beverages (New York symbol DEO; Conservative Growth Portfolio, Consumer sector; ADRs outstanding: 560.0 million; Market cap: $51.5 billion; Price-to-sales ratio: 2.7; Dividend yield: 4.5%; TSINetwork Rating: Above Average; www.diageo.com) reported that its sales in its 2025 fiscal year, ended June 30, 2025, slipped 0.1%, to $20.25 billion from $20.27 billion a year earlier.
Oil and gas prices remain volatile due to sanctions on Russian producers and concerns over global economic growth. To cut your risk, we prefer integrated oil firms like Chevron, whose refineries benefit from lower crude prices, over smaller producers like APA.


CHEVRON CORP. $155 is a buy. The company (New York symbol CVX; Conservative Growth Portfolio, Resources sector; Shares outstanding: 1.8 billion; Market cap: $279.0 billion; Price-to-sales ratio: 1.4; Dividend yield: 4.4%; TSINetwork Rating: Average; www.chevron.com) is the second-largest integrated oil producer in the U.S. by revenue after ExxonMobil (New York symbol XOM).
YUM! BRANDS INC. $139 is a buy. The fast-food giant (New York symbol YUM; Aggressive Growth Portfolio, Consumer Sector; Shares outstanding: 277.5 million; Market cap: $38.6 billion; Price-to-sales ratio: 5.4; Dividend yield: 2.0%; TSINetwork Rating: Average; www.yum.com) operates 61,000 restaurants in over 155 countries. Its main banners are KFC (fried chicken), Pizza Hut, and Taco Bell (Mexican food).
GENERAL ELECTRIC CO. $314 is a hold. The company (New York symbol GE; Conservative Growth Portfolio, Manufacturing sector; Shares outstanding: 1.1 billion; Market cap: $345.4 billion; Price-to-sales ratio: 7.8; Dividend yield: 0.5%; TSINetwork Rating: Average; www.geaerospace.com) now operates as GE Aerospace. It mainly makes and services jet engines and aircraft electronics.
Stock markets are hitting record highs, mainly due to strong investor interest in artificial intelligence. We feel the best way to tap into AI is with established firms, such as these four, that are incorporating the technology into their existing products.


CISCO SYSTEMS INC. $71 is a buy. The company (Nasdaq symbol CSCO; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 4.0 billion; Market cap: $284.0 billion; Price-to-sales ratio: 4.8; Dividend yield: 2.3%; TSINetwork Rating: Average; www.cisco.com) is a leading maker of hardware and software that links and manages computer networks. It has also expanded its software operations. Steady revenue from subscriptions cuts its reliance on hardware sales.

VISA INC. $341 is your #1 Conservative Buy for 2025. The company (New York symbol V; Conservative Growth Portfolio, Finance sector; Shares outstanding: 1.9 billion; Market cap: $647.9 billion; Price-to-sales ratio: 16.9; Dividend yield: 0.8%; TSINetwork Rating: Above Average; www.visa.com) operates the world’s largest electronic payments network.
You can’t fake a record of dividends. That’s why we place a high value on a sustained history of dividend payments. When you’re looking for income-producing stocks, a high dividend yield should also be one of your most important investment considerations. But that shouldn’t come at the expense of sustainability.


Our exclusive TSI Dividend Sustainability Rating System uses eight factors to determine a company’s ability to maintain its current dividend, and increase the payment over time.
AT&T INC. $25 is a buy. The company (New York symbol T; Income-Growth Portfolio, Utilities sector; Shares outstanding: 7.1 billion; Market cap: $177.5 billion; Dividend yield: 4.4%; Dividend Sustainability Rating: Above Average; www.att.com) is the largest wireless (cellphone) carrier in the U.S., with 118.98 million subscribers (excluding mobile devices such as tablets) and 23.84 million wireless subscribers in Mexico. It also has 14.49 million high-speed Internet users and provides traditional telephone services to consumers and businesses.
Walmart has a long history of controlling its costs, which lets it keep attracting shoppers with low prices. It’s also doing a good job adapting to the new tariffs, which is driving the stock to new highs. That will let the company extend its 52-year streak of annual dividend hikes.