IBM, CVS thiab 10 Lwm cov Tshuag uas pheej yig dhau tam sim no

Ntawv loj

Qhov no zoo li pov-tus-me nyuam-tawm-nrog-tus-dej-dej kev ua lag luam. Noj Tuesday trading: 490 ntawm lub

S&P 500

cov khoom lag luam qis dua tom qab Lub yim hli ntuj inflation tuaj kub tshaj qhov xav tau.

Feem ntau cov khoom lag luam muaj lub xyoo tsis zoo, tab sis tsis yog tag nrho cov khoom lag luam tau tsim nyog rau tib txoj hmoo. Thiab ntau cov khoom lag luam tau pom lawv cov nqi-rau-cov nyiaj tau los sib piv poob mus rau seemingly txaus nyiam.

Siv

Intel

(Ticker: INTC). Shares tau ua lag luam rau siab li 15 zaug kwv yees 2023 cov nyiaj tau los ua ntej xyoo no. Tam sim no lawv pauv rau 12 zaug xwb, luv nqi me me rau lawv cov keeb kwm tsis ntev los no. Qhov ntawd zoo li ntxim nyiam, tab sis 2023 cov nyiaj tau los kwv yees rau

Intel

tau poob ntau dua 60% nyob rau lub hlis dhau los vim lub tuam txhab tawm tsam nrog nqa tshiab chip technology mus ua lag luam. Tus nqi / khwv tau ntau yam kev cog lus - thiab nrog cov khoom lag luam poob 41% xyoo rau hnub tim - zoo li, tsawg kawg, ib feem lav.

Tab sis Barron tus pom a kaum ob cov khoom lag luam nyob rau hauv S&P 500 uas tau pom PE ratios cog lus txawm tias kev lag luam hauv paus tsis zoo tag nrho qhov phem. Lub kaum os cov khoom lag luam no yuav yog lub sijhawm tshiab rau cov tub ua lag luam tab tom nrhiav kev sib tham hauv kev lag luam nyuaj 2022.

Lub kaum tsev kuj suav nrog ntau lub npe tsev neeg. Lawv yog, tsis muaj kev txiav txim tshwj xeeb: International lag luam Machine (

IBM

),

CVS Kev Noj Qab Haus Huv

(CVS), tus tsim luam yeeb

Philip Morris International

(PM), auto-parts seller

O'Reilly Automotive

(YOG),

Conagra Hom

(CAG),

Daus Tsob Ntoo

(DLTR), tus kws kho mob-kev tuav pov hwm

Humana

(HUM), thiab

UnitedHealth Group

(UNH), ua liaj ua teb-chemicals

FMC

(FMC), aerospace & tiv thaiv loj heev

Raytheon yees

(RTX), nrog rau cov khoom siv hluav taws xob

NRG Zog

(NRG) and

Edison International

(EIX).

Cov kaum os cov khoom lag luam tau pom lawv cov PE piv tau poob li ntawm 21% ntawm qhov nruab nrab los ntawm kwv yees li 17 npaug ntawm xyoo tom ntej cov nyiaj tau los kwv yees rau siab dua 13 zaug. Dab tsi ntxiv, cov nyiaj tau los loj hlob yuav tsum nyob nruab nrab ntawm 7% hauv 2023 piv nrog rau 2022 thiab kev khwv nyiaj tau los yuav tsum yog qhov zoo rau txhua tus tab sis NRG.

Lub npe / Ticker	Khw Tshaj Tawm	Tus nqi / Nyiaj tau los piv (2023 kwv yees)	PE tiv thaiv%	Xyoo rau Hnub
IBM/IB	116,681,867,264	10.2	-22.2%	-3.8
CVS Health / CVS	134,105,464,832	10.0	-15.8%	-1.4
Philip Morris / PM	150,458,859,520	14.5	-16.3%	0.3
O'Reilly / ORLY	45,653,753,856	18.5	-14.0%	0.3
Conagra / CAG	16,519,183,360	12.3	-14.2%	0.5
Dollar Tree / DLTR	32,347,695,104	13.4	-34.2%	0.7
FMC / FMC	14,195,609,600	11.5	-21.9%	1.4
Raytheon / RTX	129,992,294,400	14.5	-19.2%	1.8
Humanna / HWM	60,555,943,936	15.2	-20.8%	1.8
NRG Energy / NRG	10,179,519,488	9.6	-32.3%	2.4
Edison International / EIX	26,356,951,040	12.2	-23.3%	2.7
Pab pawg UnitedHealth / UNH	490,458,578,944	17.9	-21.9%	3.2

Tau qhov twg los: Bloomerg

Txawm hais tias tus swb hauv kev ntsuas, tsis muaj 12 tus tau pom 2023 cov nyiaj tau los kwv yees qis dua rau lub hlis dhau los - hloov pauv, cov kws tshuaj ntsuam tau nce kwv yees li 4% ntawm qhov nruab nrab ntawm qhov kev ncua ntawd.

Tsis muaj dab tsi zoo li yuav tsis ncaj ncees rau cov khoom lag luam. Cov nqi sib koom qhia txog qee yam xov xwm zoo. Lub kaum os yog nce txog 1% xyoo rau hnub tim nyob rau nruab nrab. Txawm li cas los xij, 1% tsis muaj dab tsi los sau hauv tsev thiab cov khoom lag luam tsis tau khaws cia nrog cov nyiaj tau los - yog vim li cas PE ratios poob qis.

Ntawm 12, Raytheon, UnitedHealth, thiab Humana yog cov nyiam tshaj plaws ntawm Wall Street nrog tus kws tshuaj ntsuam Kev yuav khoom piv txwv li 80%. Cov nruab nrab Kev yuav-kev ntsuas piv rau ib qho Tshuag hauv S&P 500 yog li 58%. Cov khoom lag luam nrov tshaj plaws nrog cov kws tshuaj ntsuam xyuas yog IBM thiab Conagra nrog Kev Yuav-kev ntsuam xyuas qis dua 40%.

Xyoo no tau coj nrog nws ua lag luam ntxhov siab. Cia siab tias 2022 kev ntxhov siab muab txoj hauv kev rau 2023 kev txaus siab los ntawm kev ua kom muaj txiaj ntsig zoo. Tsuas yog tsis txhob hnov ​​​​qab cov ntxaij vab tshaus yog cov ntsiab lus pib xwb. Lawv yog ib txoj hauv kev zoo kom nqaim cov npe ntawm cov tswv yim tshiab mus rau qib tswj tau. Tsim ib daim ntawv thesis peev tag nrho los tom ntej.

Sau ntawv rau Al hauv paus ntawm [email tiv thaiv]