Tiv thaiv koj cov ntaub ntawv nrog cov khoom tiv thaiv zoo li no

Defensive Stocks Xov xwm tshiab

Kev nqis peev hauv 2022 yog qhov tseem ceeb tsis yog rau qhov kev poob qis nkaus xwb tab sis kuj yog lawv qhov dav: Nws yog thawj xyoo, txij li tsawg kawg ntawm xyoo 1870, uas US cov khoom lag luam thiab cov nyiaj tau ntev ntev tau poob ntau dua 10%. Yog li ntawd, cov tub ua lag luam tau tig mus rau cov khoom tiv thaiv.

Defensive stocks yog cov tuam txhab uas feem ntau tuav tau zoo thaum lub sij hawm muaj kev nyuaj siab nyiaj txiag. Cov kev tiv thaiv tseem ceeb feem ntau suav hais tias yog cov khoom siv hluav taws xob, kev kho mob thiab cov neeg siv khoom noj khoom haus, tag nrho cov no tau ua tiav kev lag luam hauv xyoo 2022. Txawm tias muaj kev poob qis, cov neeg siv khoom tseem siv nyiaj rau cov khoom no.

Raws li lub Kaum Ob Hlis 29, S&P 500 qhov ntsuas cov khoom siv hluav taws xob tag nrho poob 0.5% hauv 2022, thaum cov neeg siv khoom lag luam poob qis 2.7% hauv lub sijhawm. Qhov no yuav zoo li tsis zoo, tab sis kev lag luam dav dav poob qis li 20% hauv lub xyoo. Txawm hais tias muaj kev ua tau zoo dua, cov kev lag luam cyclical xws li kev lag luam thiab cov neeg siv khoom txiav txim siab tau tshaj tawm cov khoom tiv thaiv ntawm cov nyiaj tau los loj hlob. Cov nyiaj khwv tau los hauv peb lub hlis twg rau Colgate, Kimberly Clark thiab Procter & Gamble feem ntau tau ua raws li kev cia siab.

Zuag qhia tag nrho, kev tiv thaiv cov khoom lag luam tau txais txiaj ntsig los ntawm cov tub ua lag luam thaum lub sijhawm muaj nyiaj txiag nyuaj vim cov tuam txhab ua haujlwm hauv qhov chaw xav tias muaj kev cuam tshuam me ntsis ntawm kev lag luam dav dav. Tsuav yog Tsoom Fwv Teb Chaws Reserve tseem nce cov paj laum, kev lag luam tseem yuav qeeb. Cov tub lag luam yuav tseem yuav tig mus rau cov khoom lag luam tiv thaiv los tiv thaiv lawv cov ntaub ntawv.

Muab qhab nia Defensive Stocks Nrog AAII's A + Tshuag Qib

Thaum txheeb xyuas lub tuam txhab, nws yuav pab tau kom muaj lub hom phiaj lub hom phiaj uas tso cai rau koj los sib piv cov tuam txhab hauv tib txoj kev. Qhov no yog vim li cas AAII tau tsim A + Cov Qib Kawm Qib Siab, uas ntsuas cov tuam txhab thoob plaws tsib yam uas tau qhia los ntawm kev tshawb fawb thiab kev nqis peev hauv ntiaj teb tiag tiag los txheeb xyuas cov khoom lag luam sib tw hauv lub sijhawm ntev: tus nqi, kev loj hlob, lub zog, nyiaj tau los kwv yees kev hloov kho (thiab surprises) thiab zoo.

Siv cov AAII A+ Tus Neeg Ua Lag Luam Tshuag Qib, cov lus hauv qab no qhia txog qhov zoo nkauj ntawm peb cov khoom tiv thaiv-Colgate, Kimberly Clark thiab Procter & Gamble-raws li lawv cov peev txheej.

AAII's A + Tshuag Qib Summary rau Peb Cov Khoom Tiv Thaiv

Qhov A + Cov Qeb Kawm Ua Dab Tsi Qhia tawm

Colgate-Palmolive
CL
yog ib lub tuam txhab khoom siv hauv tsev thiab khoom siv. Lub tuam txhab ua haujlwm hauv ob ntu khoom: kev saib xyuas qhov ncauj, tus kheej thiab hauv tsev; thiab tsiaj noj khoom haus. Kev saib xyuas qhov ncauj, tus kheej thiab hauv tsev yog tswj hwm thaj chaw los ntawm tsib ntu - North America, Latin America, Europe, Asia Pacific thiab Africa / Eurasia - tag nrho cov uas muag feem ntau rau ntau hom kev lag luam thiab e-lag luam khw muag khoom, wholesalers, distributors, cov kws kho hniav thiab cov kws kho mob ntawm daim tawv nqaij. Los ntawm Hill's Pet Nutrition, lub tuam txhab tseem koom nrog kev lag luam khoom noj khoom haus tsiaj, muag cov khoom lag luam los ntawm kev tso cai rau cov khw muag khoom tsiaj, kws kho tsiaj thiab cov khw muag khoom e-lag luam. Nws kuj muag qee yam ntawm nws cov khoom ncaj qha rau cov neeg siv khoom. Nws muag nws cov tshuaj txhuam hniav raws li hom xws li Colgate, Darlie, elmex, nyob zoo, meridol, Sorriso thiab Tom's ntawm Maine; nws cov txhuam hniav nyob rau hauv hom, xws li Colgate, Darlie, elmex thiab meridol; thiab nws cov tshuaj ntxuav qhov ncauj raws li cov npe, xws li Colgate, elmex thiab meridol.

Cov khoom lag luam zoo dua muaj cov yam ntxwv cuam tshuam nrog lub peev xwm upside thiab txo qis kev pheej hmoo. Backtesting ntawm Qib Zoo qhia tau hais tias cov khoom lag luam nrog cov qib siab dua, qhov nruab nrab, cov khoom lag luam tau zoo dua nrog cov qib qis dua lub sijhawm txij li xyoo 1998 txog 2019.

Colgate muaj qhov Zoo Qib A nrog tus qhab nia ntawm 98. A + Qib Qib Zoo yog qhov feem pua ​​​​ntawm qhov nruab nrab ntawm qhov feem pua ​​​​ntawm cov khoom muaj nqis rov qab (ROA), rov qab los ntawm peev peev (ROIC), cov txiaj ntsig tag nrho rau cov cuab tam, yuav rov qab. yield, hloov tag nrho cov nuj nqis rau cov cuab tam, accruals rau cov cuab tam, Z ob npaug prime bankruptcy qhab nia (Z) thiab F-Score. F-Score yog tus lej ntawm xoom thiab cuaj uas ntsuas lub zog ntawm lub tuam txhab txoj haujlwm nyiaj txiag. Nws txiav txim siab qhov profitability, leverage, liquidity thiab kev khiav hauj lwm efficiency ntawm ib lub tuam txhab. Cov qhab nia yog qhov sib txawv, txhais tau tias nws tuaj yeem txiav txim siab tag nrho yim qhov ntsuas lossis, yog ib qho ntawm yim qhov ntsuas tsis siv tau, qhov ntsuas tseem siv tau. Txhawm rau muab Tus qhab nia Zoo, txawm li cas los xij, cov khoom lag luam yuav tsum muaj qhov ntsuas tau (tsis yog null) thiab sib piv rau yam tsawg kawg plaub ntawm yim qhov kev ntsuas zoo.

Lub tuam txhab muaj zog nyob rau hauv cov nqe lus ntawm nws cov nyiaj rov qab ntawm cov cuab tam, F-Score thiab tag nrho cov nyiaj tau los rau cov cuab tam. Colgate muaj qhov rov qab ntawm cov cuab tam ntawm 12.4%, F-Score ntawm 7 thiab cov nyiaj tau los tag nrho rau cov cuab tam ntawm 62.9%. Lub sector nruab nrab rov qab los ntawm cov cuab tam thiab F-Score yog 1.8% thiab 4, feem. Colgate nyob qib siab tshaj qhov nruab nrab rau txhua qhov kev ntsuas zoo tshwj tsis yog hloov pauv tag nrho cov nuj nqis rau cov cuab tam.

Cov nyiaj khwv tau los kwv yees cov kev hloov kho tshiab qhia tau hais tias yuav ua li cas cov kws tshuaj ntsuam saib qhov kev cia siab luv luv ntawm lub tuam txhab. Piv txwv li, Colgate muaj Cov Nyiaj Tau Los kwv yees Hloov Kho Qib D, uas yog qhov tsis zoo. Qib yog raws li qhov tseem ceeb ntawm cov nyiaj tau los ntawm ob peb lub hlis twg thiab qhov feem pua ​​​​ntawm cov nyiaj tau los hloov pauv hauv nws qhov kev pom zoo kwv yees rau xyoo nyiaj txiag tam sim no nyob rau lub hli dhau los thiab peb lub hlis dhau los.

Colgate tau tshaj tawm cov nyiaj tau los surprise rau lub quarter thib plaub 2022 ntawm 0.8%, thiab hauv lub quarter dhau los tau tshaj tawm cov nyiaj tau los surprise ntawm 1.1%. Nyob rau lub hli tas los, qhov kev pom zoo cov nyiaj tau los kwv yees rau thawj peb lub hlis twg ntawm 2023 tau poob ntawm $ 0.745 mus rau $ 0.713 ib feem vim yog ob qho kev nce siab thiab 11 nqes rov qab kho dua. Nyob rau hauv peb lub hlis dhau los, qhov kev pom zoo cov nyiaj tau los kwv yees rau tag nrho xyoo 2023 tau poob 1.4% los ntawm $ 3.166 txog $ 3.122 ib feem vim yog tsib nce thiab 13 nqes rov qab kho dua.

Lub tuam txhab muaj tus nqi Qib F, raws li nws cov qhab nia ntawm 17, uas yog suav tias yog kim heev. Qhov no yog muab los ntawm tus nqi siab-rau-phau ntawv-tus nqi (P / B) piv ntawm 97.92 thiab tus nqi-rau-dawb-nyiaj-flow (P/FCF) piv ntawm 89.9, uas nyob rau hauv 99th thiab 89th feem pua, raws. Colgate muaj Kev Loj Hlob Qib A raws li tus qhab nia ntawm 89. Lub tuam txhab tau muaj kev muag khoom muaj zog ntau dua li tsib xyoos dhau los.

Kimberly Clark (KWB) yog koom nrog hauv kev tsim khoom thiab kev lag luam ntawm ntau yam khoom tsim los ntawm ntuj lossis hluavtaws fibers siv cov thev naus laus zis hauv fibers, nonwovens thiab absorbency. Lub tuam txhab cov ntu suav nrog kev saib xyuas tus kheej, uas muaj cov kev daws teeb meem thiab cov khoom lag luam xws li cov ntaub so ntswg pov tseg, kev cob qhia thiab cov tub ntxhais hluas cov ris tsho ua luam dej, cov ntaub so rau menyuam yaus, cov khoom siv saib xyuas poj niam thiab incontinence thiab lwm yam khoom lag luam muag hauv qab Huggies, Pull-Ups, Me Swimmers, GoodNites , DryNites, Sweety, Kotex, U los ntawm Kotex, Intimus, Depend, Plenitud, Softex, Poise thiab lwm yam khoom npe. Cov neeg siv khoom siv cov ntaub so ntswg muab cov ntaub so ntswg ntawm lub ntsej muag thiab chav dej, cov ntaub so ntswg, cov ntaub so ntswg thiab cov khoom lag luam muaj feem xyuam nrog muag hauv qab Kleenex, Scott, Cottonelle, Viva, Andrex, Scottex, Neve thiab lwm lub npe. KC Professional ntu muaj cov kev daws teeb meem thiab cov khoom txhawb nqa xws li cov ntaub so ntswg, cov ntaub so ntswg, cov phuam da dej, khaub ncaws, xab npum thiab tshuaj tua kab mob. Nws cov npe suav nrog Kleenex, Scott, WypAll, Kimtech thiab KleenGuard.

Lub tuam txhab muaj tus nqi Qib D, raws li nws tus nqi Score ntawm 22, uas yog suav tias yog kim. Cov qhab nia siab dua qhia tau tias muaj txiaj ntsig zoo rau cov tub ua lag luam thiab, yog li, qib zoo dua.

Kimberly Clark's Value Score ranking yog nyob ntawm ntau qhov kev ntsuas ntsuas ib txwm muaj. Lub tuam txhab muaj qib ntawm 22 rau cov tswv lag luam tawm los, 99 rau tus nqi-rau-phau ntawv piv thiab 95 rau tus nqi-rau-dawb-nyiaj-flow ratio (nrog cov qib siab dua rau tus nqi). Lub tuam txhab muaj ib tug shareholder yield ntawm 3.4%, tus nqi-rau-phau piv ntawm 99.65 thiab tus nqi-rau-dawb-nyiaj-flow ratio ntawm 164.5. Lub tuam txhab muaj tus nqi-rau-muag piv ntawm 2.16, uas txhais mus rau qib 52.

Tus Nqi Qib yog nyob ntawm qhov feem pua ​​​​ntawm qhov nruab nrab ntawm qhov feem pua ​​​​ntawm cov ntsuas ntsuas tau hais los saum toj no, nrog rau qhov piv ntawm cov nqi lag luam rau cov nyiaj tau los ua ntej paj, se, depreciation thiab amortization (EBITDA), tus nqi muag khoom ( P / S) piv thiab tus nqi khwv tau (P / E) piv. Qhov qeb duas yog ntsuas los muab cov qhab nia siab dua rau cov khoom lag luam nrog cov txiaj ntsig zoo nkauj tshaj plaws thiab cov qhab nia qis rau cov khoom lag luam nrog qhov tsawg tshaj plaws ntxim nyiam.

Kimberly Clark muaj Momentum Qib C, raws li nws cov qhab nia Momentum ntawm 50. Qhov no txhais tau hais tias nws yog qhov nruab nrab ntawm nws qhov hnyav kwv yees li plaub lub hlis dhau los. Qhov qhab nia no tau muab los ntawm tus nqi nruab nrab ntawm tus nqi nruab nrab ntawm -2.8% hauv lub quarter dhau los, -0.3% hauv lub quarter thib ob-tsis ntev los no, -1.7% hauv peb lub hlis twg tsis ntev los no thiab 3.5% hauv lub quarter thib ob. plaub-ntau tshaj-lub quarter tsis ntev los no. Cov qhab nia yog 54, 48, 53 thiab 66 raws li lub quarter dhau los. Qhov hnyav plaub-lub hlis twg tus nqi kwv yees lub zog yog -0.8%, uas txhais tau rau tus qhab nia ntawm 50. Qhov hnyav plaub-lub hlis twg tus txheeb ze lub zog yog tus nqi hloov pauv rau txhua plaub lub hlis dhau los, nrog rau cov nqi hloov pauv tam sim no peb lub hlis twg muab. qhov hnyav ntawm 40% thiab txhua ntawm peb lub hlis dhau los tau muab qhov hnyav ntawm 20%.

Kimberly Clark tau qhab nia zoo ntawm A nrog tus qhab nia ntawm 90. Lub tuam txhab muaj zog nyob rau hauv cov nqe lus ntawm nws cov khoom muaj nqis, F-Score thiab tag nrho cov nyiaj tau los rau cov cuab tam. Kimberly Clark muaj qhov rov qab los ntawm cov cuab tam ntawm 9.9%, F-Score ntawm 7 thiab cov nyiaj tau los tag nrho rau cov cuab tam ntawm 34.9%.

Chaw Tsim Tshuaj & Twv Txiaj
PG
yog tsom rau kev muab cov khoom lag luam ntim khoom lag luam rau cov neeg siv khoom thoob plaws ntiaj teb. Lub tuam txhab ua haujlwm los ntawm tsib ntu: kev zoo nkauj; tu tu cev; kev kho mob; ntaub thiab tu tsev; thiab tus me nyuam, poj niam thiab kev saib xyuas tsev neeg. Lub tuam txhab muag nws cov khoom los ntawm kwv yees li 180 lub teb chaws thiab thaj chaw feem ntau los ntawm cov khw muag khoom loj, cov khw muag khoom noj, cov chaw ua tswv cuab, cov khw muag tshuaj, khw muag tshuaj, cov chaw muag khoom, cov khw muag khoom, cov khw muag khoom me me, cov khw muag khoom tshwj xeeb zoo nkauj, e-lag luam, cov khw muag khoom loj, khw muag tshuaj. , cov khw muag khoom hluav taws xob thiab cov kev tshaj lij. Nws muaj cov khoom lag luam hauv qab lub taub hau & Lub xub pwg nyom, Herbal Essences, Pantene, Zoo siab, Olay, Qub Spice, Safeguard, Secret, SK-II, Braun, Gillette, Venus, Crest, Oral-B, Metamucil, Neurobion, Pepto-Bismol, Vicks, Ariel, Downy, Gain, Tide, Cascade, Kaj ntug, Fairy, Febreze, Mr. Clean, Swiffer, Luvs, Pampers, Ib txwm, Nco ntsoov, Tampax, Bounty, Charmin thiab Puffs.

Procter & Gamble muaj qhov Zoo Qib A nrog tus qhab nia ntawm 97. Lub tuam txhab ua haujlwm tau zoo nyob rau hauv cov nqe lus ntawm nws cov khoom muaj nqis rov qab, F-Score thiab kev yuav khoom rov qab. Procter & Gamble muaj kev xa rov qab ntawm cov cuab tam ntawm 11.9%, F-Score ntawm 7 thiab kev yuav rov qab los ntawm 2.0%.

Procter & Gamble muaj Momentum Qib C, raws li nws Momentum Score ntawm 45. Qhov no txhais tau hais tias nws yog qhov nruab nrab ntawm nws qhov hnyav kwv yees li plaub lub hlis dhau los. Qhov hnyav plaub-lub hlis twg tus nqi zog yog -1.7%.

Procter & Gamble tau tshaj tawm qhov zoo 0.1% cov nyiaj tau los surprise rau lub quarter thib plaub 2022, thiab nyob rau hauv lub quarter dhau los tau tshaj tawm cov nyiaj tau los surprise ntawm 1.8%. Nyob rau lub hli dhau los, qhov kev pom zoo cov nyiaj tau los kwv yees rau thawj peb lub hlis twg ntawm 2023 tau txo qis los ntawm $ 1.352 mus rau $ 1.334 ib feem vim yog plaub nce thiab 13 nqes rov qab kho dua. Nyob rau lub hli tas los, qhov kev pom zoo cov nyiaj tau los kwv yees rau tag nrho lub xyoo 2023 tau nce los ntawm $ 5.814 mus rau $ 5.841 ib feem, raws li 16 nce siab thiab ob nqes rov kho dua.

Lub tuam txhab muaj tus nqi Qib F, raws li nws tus nqi Score ntawm 19. Qhov no yog muab los ntawm tus nqi-cov nyiaj khwv tau los piv ntawm 24.8 thiab tus tswv lag luam tawm los ntawm 4.6%, uas nyob rau hauv 67th thiab 17th feem pua, feem. Procter & Gamble muaj Kev Loj Hlob Qib A raws li tus qhab nia ntawm 89. Lub tuam txhab tau muaj kev muag khoom muaj zog ntau dua li tsib xyoos dhau los.

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Cov khoom lag luam ua tiav raws cov qauv ntawm cov txheej txheem tsis sawv cev rau cov npe "pom zoo" lossis "yuav". Nws yog ib qho tseem ceeb kom ua vim kev mob siab rau.

Yog tias koj xav tau ib txoj ntug thoob plaws hauv kev lag luam no tsis txaus, dhau los ua AAII tus tswv cuab.