Peb twb nyob rau hauv kev poob nyiaj txiag, txawm tias koj yuav hnov txog dab tsi los ntawm xov xwm thiab Tsev Dawb.
Economists thiab National Bureau of Economic Research txhais tau tias kev lag luam poob qis li ob peb lub hlis twg ntawm kev loj hlob tsis zoo. Tebchaws Asmeskas kev lag luam poob qis 1.6% thiab 0.9% hauv lub quarter dhau los. Qhov ntawd ua rau 2022 yog xyoo kev lag luam kev lag luam.
Lub khw lag luam twb tau xav txog qhov mob no. S&P 500 tau nce siab thaum kawg ntawm 2021 thiab tau nqis 14% txij thaum ntawd los. Lub Nasdaq peaked nyob ib ncig ntawm tib lub sijhawm thiab poob 19% nyob rau tib lub sijhawm.
Hmoov tsis zoo, kev lag luam poob qis tsis tawm ntau qhov chaw rau cov tub ua lag luam los nkaum. Cov khoom vaj khoom tsev thiab cov khoom lag luam tau poob thiab. Cov roj Crude tau nqis 25% txij thaum Lub Rau Hli thaum lub tsev tus nqi loj hlob tau sau tseg qhov poob qis tshaj plaws hauv keeb kwm tib lub hlis.
Yog tias kev lag luam poob qis txuas ntxiv cov tub ua lag luam tuaj yeem pom qhov mob ntau kis thoob plaws cov khoom vaj khoom tsev sib txawv. Txawm li cas los xij, qee cov khoom lag luam muaj kev tiv thaiv ntau dua rau kev lag luam cycles. Cov khoom pov thawj kev poob nyiaj txiag no tuaj yeem yog qhov chaw nyab xeeb uas koj xav tau hauv 2022.
Tsis nco
Lockheed Martin (LMT): koj puas xav tau ntau tus thwjtim?
National tiv thaiv yog cais tawm ntawm lub voj voog nyiaj txiag. Tsoomfwv tuaj yeem them nyiaj txiav cov peev nyiaj tiv thaiv thaum lub sijhawm muaj kev thaj yeeb, tab sis tsis yog thaum muaj kev ua tsov rog. Russia qhov ntxeem tau ntawm Ukraine thiab nce tensions nyob rau hauv lub Taiwan Strait tau yuam US lub rooj sib tham kom nthuav dav kev tiv thaiv pob nyiaj siv rau xyoo no.
Qhov kev nthuav dav no yog qhov cua daj cua dub rau cov khoom siv riam phom xws li Lockheed Martin. Cov Tshuag tau ua tau zoo dua S&P 500 thiab Nasdaq xyoo no. Nws nce 23% xyoo rau hnub tim. Txawm hais tias qhov kev nce siab ntawd, cov khoom lag luam tsuas yog 25 npaug ntawm cov nyiaj tau los ntawm ib feem.
Thaum lub sijhawm muaj teebmeem xyoo 2008, Lockheed Martin poob ib nrab ntawm nws cov nqi. Tab sis qhov ntawd yog vim tsoomfwv txiav nws cov peev nyiaj tiv thaiv. Xyoo no, lawv muaj peev xwm ua qhov tsis sib xws.
Lub Tsev Haujlwm Saib Xyuas Kev Tiv Thaiv tau cia siab tias yuav khaws kev nqis peev hauv tub rog thiab thev naus laus zis thev naus laus zis txawm tias muaj kev nce nqi thiab kev lag luam, raws li lub tuam txhab sab laj McKinsey.
Qhov ntawd ua rau Lockheed Martin kuj muaj kev poob qis-pov thawj.
Duas Dav (DG)
Cov lag luam tseem ceeb uas sib tw ntawm tus nqi kuj yog kev lag luam poob qis. Dollar General yog ib qho piv txwv zoo meej. Nws yuav tsum pom kev taug kev ntau dua li cov tsev neeg pivot rau luv nqi cov khw muag khoom los cuam tshuam nrog kev nce nqi nce.
Dollar General tsis yog pej xeem-kev lag luam thaum muaj kev kub ntxhov xyoo 2008, tab sis nws cov yeeb ncuab Dollar Tree yog. Cov Tshuag tau zoo nkauj npaum li cas nyob nruab nrab ntawm 2007 thiab 2009 nrog rau ib ntus poob ntawm nruab nrab. Dollar General tuaj yeem muaj qhov zoo sib xws, ruaj khov kev paub.
Hauv thawj peb lub hlis twg ntawm 2022, Dollar General pom 4% nce hauv kev muag khoom. Qhov tseeb, lub tuam txhab tau tsa nws cov lus qhia rau ib nrab xyoo thib ob. Kev tswj hwm cia siab tias kev muag khoom yuav loj hlob 10.5% mus rau 15% xyoo no. Diluted cov nyiaj tau los ntawm ib feem tseem xav tias yuav nthuav 12% mus rau 14%.
Cov khoom lag luam tau nce ze li 7% xyoo rau hnub tim thiab kev lag luam ntawm tus nqi qis ntawm 26 npaug ntawm cov nyiaj tau los ntawm ib feem.
Clorox (CLX)
Clorox yog lwm qhov tseem ceeb ntawm kev lag luam kev lag luam. Cov neeg siv khoom tsis txiav rov qab rau cov tshuaj tua kab mob thiab tshuaj dawb tsis hais txog kev lag luam - tshwj xeeb yog tom qab muaj kev sib kis loj thoob ntiaj teb.
Clorox xa 24% cov nyiaj tau los loj hlob thiab 35% kev faib nyiaj loj hlob thaum lub sij hawm muaj teeb meem nyiaj txiag loj. Qhov tseeb, nws tau nce nyiaj faib tawm txhua xyoo rau 45 xyoo. Nws tsis zoo li yuav poob siab rau xyoo no. Lub tuam txhab kev muag khoom tau nce 2% hauv lub quarter dhau los.
Cov khoom lag luam poob qis 17% xyoo-rau-hnub, tab sis nws tuaj yeem muaj kev poob qis dua li qhov seem ntawm kev ua lag luam muab nws cov qauv kev lag luam kev lag luam-tiv taus.
Yuav nyeem dab tsi tom ntej
Zwm npe rau peb MoneyWise kev nqis peev tsab ntawv xov xwm kom tau txais kev ntws tsis tu ncua cov tswv yim ua tau los ntawm Wall Street cov tuam txhab saum toj kawg nkaus.
Yog tias koj cov phiaj xwm so haujlwm tau raug pov tseg los ntawm kev nce nqi, ntawm no yog txoj hauv kev tsis muaj kev ntxhov siab rov qab taug kev
'Muaj ib lub khw muag nyuj nyob qhov twg': Jim Cramer cov lus nto moo qhia koj tuaj yeem khwv tau nyiaj txawm tias muaj dab tsi. Nov yog 2 lub zog tailwinds coj kom zoo dua hnub no
Kab lus no muab cov ntaub ntawv nkaus xwb thiab yuav tsum tsis txhob muab txhais ua cov lus qhia. Nws tau muab yam tsis muaj kev lees paub ntawm txhua yam.
Tau qhov twg los: https://finance.yahoo.com/news/earn-positive-returns-while-economy-174000657.html