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TERADATA CORP. $40 (www.teradata.com) is a hold. The company makes computers and software to capture and store large amounts of data for individual businesses—its clients. Teradata continues to benefit from its new strategy of selling products as cloud-based subscriptions, instead of one-time software purchases....
J.P. Morgan’s shares rebounded strongly in 2021 as an expected avalanche of loan defaults due to COVID-19 failed to materialize. As a result, the bank resumed dividend increases and share buybacks. Now, with higher interest rates expected this year, the bank’s shares should continue to push higher.
J.P....
J.P....
T. ROWE PRICE GROUP INC. $157 is a buy. The seller of mutual funds and wealth management services (Nasdaq symbol TROW; Aggressive Growth and Income Portfolios, Finance sector; Shares outstanding: 226.9 million; Market cap: $35.6 billion; Price-to-sales ratio: 4.9; Dividend yield: 2.8%; TSINetwork Rating: Average; www.troweprice.com) has now completed its purchase of Oak Hill Advisors L.P....
ABB LTD. ADRs $35 is a buy. This Swiss-based company (New York symbol ABB; Conservative Growth Portfolio, Manufacturing & Industry sector; ADRs o/s: 2.0 billion; Market cap: $70.0 billion; Price-to-sales ratio: 2.6; Divd. yield: 2.5%; TSINetwork Rating: Above Average; www.abb.com) is a leading maker of electrical transformers, transmission systems and circuit breakers for electrical utilities....
FORD MOTOR CO. $20 is still a hold. The automaker (New York symbol F; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 3.9 billion; Market cap: $78.0 billion; Price-to-sales ratio: 0.6; Dividend yield: 2.0%; TSINetwork Rating: Extra Risk; www.ford.com) owns about 12% of electric-powered truck maker Rivian Automotive Inc (Nasdaq symbol RIVN), which recently completed an IPO....
Commodity prices continue to improve with the global economy. Still, we continue to recommend investors cap their Resources holdings at 15% of their total portfolio or less. As always, we also prefer high-quality producers like these two.
ALCOA CORP....
BOEING CO. $194 remains a hold. The aircraft maker (New York symbol BA; Conservative Growth Portfolio, Manufacturing sector; Shares outstanding: 586.2 million; Market cap: $113.7 billion; Price-to-sales ratio: 1.9; Dividend suspended in June 2020; TSINetwork Rating: Extra Risk; www.boeing.com) delivered 340 commercial jet planes in 2021 compared to just 157 in 2020....
PepsiCo continues to rebound strongly from its pandemic-induced lows as restaurants re-open. However, rising input costs could slow its earnings growth. That’s why we prefer companies, such as IFF, that directly benefit from rising food ingredient prices.
PEPSICO INC....
PEPSICO INC....
APA CORP. $33 remains a hold. The company (New York symbol APA; Aggressive Growth Portfolio, Resources sector; Shares outstanding: 363.3 million; Market cap: $12.0 billion; Price-to-sales ratio: 1.5; Dividend yield: 1.5%; TSINetwork Rating: Average; www.apacorp.com) produces oil and natural gas in the U.S., Egypt and the U.K.
APA operates in Egypt though a joint venture with Chinese oil company Sinopec (APA owns two-thirds of this business)....
APA operates in Egypt though a joint venture with Chinese oil company Sinopec (APA owns two-thirds of this business)....
MCKESSON CORP. $247 is a buy for aggressive investors. The company (New York symbol MCK; Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 152.7 million; Market cap: $37.7 billion; Price-to-sales ratio: 0.2; Dividend yield 0.8%; TSINetwork Rating: Above Average; www.mckesson.com) is now selling its European operations (in stages) so it can focus on its more-profitable North American drug distribution and drugstore businesses....