Morningstar Lists Undervalued Stocks with Strong Profits

Lub quarter thib peb tsis yog ib qho zoo rau kev lag luam profits.

"Cov nyiaj khwv tau los ntawm peb lub hlis twg yog qhov tsis muaj zog tshaj plaws uas lawv tau ua, nrog kev nco ntau dua thiab tsawg dua, txij li thawj peb lub hlis twg xyoo 2020," sau Jakir Hossain, tus kws tshaj lij cov ntaub ntawv xov xwm rau Morningstar.

Raws li lub Kaum Ib Hlis 11, 671 ntawm US-listed stocks them los ntawm Morningstar cov kws tshuaj ntsuam tau tshaj tawm lawv cov nyiaj tau los. Thiab tsuas yog 29% yeej FactSet kev pom zoo kwv yees los ntawm 10% lossis ntau dua, 4 feem pua cov ntsiab lus tsawg dua hauv lub quarter thib ob thiab 12 feem pua cov ntsiab lus tsawg dua ib xyoos dhau los.

Yog li Morningstar xav tias nws yuav muaj txiaj ntsig zoo los sau cov npe ntawm cov tuam txhab uas tau tshaj tawm cov nyiaj tau los thiab tsis muaj nqis.

Txhawm rau kom paub tseeb tias cov tuam txhab uas ntaus cov nyiaj tau los kwv yees tsis tau ua los ntawm kev suav nyiaj gimmicks lossis ib zaug, Morningstar kuj tau tshuaj xyuas cov tuam txhab uas tau tshaj tawm. Nyiaj tau kwv yees li ntawm 5%.

Nws tom qab ntawd lim rau cov khoom lag luam nrog Morningstar kev ntaus nqi ntawm 4 lossis 5 hnub qub. Qhov ntawd txhais tau hais tias cov khoom lag luam tau qis qis qis raws li Morningstar cov kws tshuaj ntsuam kwv yees.

Thiab tom qab ntawd Morningstar tau tshuaj xyuas cov khoom lag luam uas nws cov kws tshuaj ntsuam muab lub moat dav. Qhov ntawd txhais tau tias cov tuam txhab no muaj kev sib tw ruaj khov zoo dua lawv cov phooj ywg.

Ntawm no yog daim ntawv teev npe, pib nrog cov khoom tsis muaj nqis tshaj plaws.

GSK (GSK) - - Tau txais Daim Ntawv Qhia Dawb, cov tshuaj loj heev;
Polaris (PII) - - Tau txais Daim Ntawv Qhia Dawb, lub tuam txhab tsheb ua si;
Sanofi (SNY) - - Tau txais Daim Ntawv Qhia Dawb, lub tuam txhab tshuaj;
Constellation Hom (STZ) - - Tau txais Daim Ntawv Qhia Dawb, lub tuam txhab dej cawv;
Thermo Fisher Kev Tshawb Fawb (TMO) - - Tau txais Daim Ntawv Qhia Dawb, lub tuam txhab khoom siv scientific.

GSK: Tus kws tshuaj ntsuam Morningstar Damien Conover muab tus nqi ncaj ncees rau cov Tshuag ntawm $ 50. Nws nyuam qhuav pauv ntawm $32.

Muaj "kev txhawj xeeb ntau dhau los ntawm cov neeg ua lag luam ntawm Zantac kev foob," nws tau sau rau hauv cov lus tawm tswv yim. "Nrog rau feem ntau ntawm cov ntaub ntawv tshawb fawb qhia tias tsis muaj kev sib txuas ntawm cov tshuaj thiab mob qog noj ntshav, peb pom qhov kev pheej hmoo ntawm kev sib hais haum ntau dua $ 10 billion ... zoo li tsis zoo li."

Raws li rau GSK cov raj xa dej, lub tuam txhab tau "txhim kho nws qhov dav dav," Conover hais. "GSK's RSV cov tshuaj tiv thaiv yuav zoo li nkag mus rau hauv kev lag luam xyoo tom ntej uas muaj peev xwm ua tau zoo rau cov neeg laus."

Polaris: Tus kws tshuaj ntsuam Morningstar Jaime Katz muab tus nqi ncaj ncees rau cov Tshuag ntawm $ 175. Nws tsis ntev los no pauv ntawm $ 110.

"Polaris' hom, cov khoom lag luam tshiab, thiab cov khoom lag luam lean ua rau lub tuam txhab muaj kev lag luam dav dav. Thiab nws sawv los nqis peev rau nws txoj kev tshawb fawb thiab kev txhim kho, khoom zoo, kev ua haujlwm zoo, thiab kev yuav khoom, "nws sau rau hauv cov lus tawm tswv yim.

"Txawm li cas los xij, Polaris cov npe tsis tau txais txiaj ntsig los ntawm kev hloov cov nqi, thiab nrog cov phooj ywg tsim kho tshiab sai dua yav dhau los, uas tuaj yeem ua rau lub tuam txhab muaj peev xwm coj tus nqi thiab sib faib tsis tu ncua."

Sanofi: Conover muab tus nqi ncaj ncees rau Tshuag ntawm $ 57. Tsis ntev los no nws tau pauv ntawm $ 44.

Kev ua lag luam "tsis txaus siab rau txoj kev loj hlob mus sij hawm ntev rau lub tuam txhab txhawb nqa los ntawm cov tshuaj tiv thaiv kab mob Dupixent thiab cov yeeb tshuaj tshiab," nws sau rau hauv cov lus tawm tswv yim.

Raws li rau lub raj xa dej, "Sanofi tab tom ua kev sib xyaw ua ke, tab sis nrog qhov tsawg kawg nkaus patent poob, ... lub tuam txhab muaj sijhawm los tsim nws cov tshuaj tiam tom ntej," Conover hais.

"Tsis tas li ntawd, peb txuas ntxiv saib cov nqi ntawm cov khoom lag luam poob ua ntej lub xyoo nyob ib puag ncig kev txhawj xeeb ntawm Zantac kev sib foob raws li ntau dhau." (GSK thiab Sanofi tau muag Zantac).

Tau qhov twg los: https://www.thestreet.com/investing/stocks/morningstar-undervalued-stocks-strong-profits?puc=yahoo&cm_ven=YAHOO&yptr=yahoo