Vim li cas ho xav txog Dow thauj thaum lawv taw tes rau kev lag luam qeeb? Vim tias 7 cov khoom lag luam no pheej yig

Dow Jones Kev Thauj Mus Los Nruab Nrab tau ntev tau suav tias yog qhov taw qhia zoo rau kev taw qhia ntawm Asmeskas kev lag luam. Nrog rau cov cim qhia ntxov tias kev lag luam qeeb zuj zus tuaj, qhov no yuav yog qhov pom tseeb ntawm cov khw lag luam kom zam.

Tom qab ntawd ib zaug ntxiv, pawg no ntawm 20 cov khoom lag luam suav nrog plaub uas yog ob qho tib si xav tias yuav tau txais txiaj ntsig xyoo no thiab nce nyiaj tau los ntawm ob tus lej nce mus txog 2024. Nws kuj suav nrog qee cov khoom lag luam, tshwj xeeb tshaj yog tias koj ntseeg tias hnub tsaus ntuj ntawm kev sib kis tau tom qab. peb.

Kev ceeb toom kev thauj mus los

Ua ntej, ntawm no yog daim ntawv qhia tag nrho cov khoom xa rov qab (nrog cov nyiaj faib rov qab) rau Dow Jones Transportation Average
DJT,
-0.31%
,
Dow Jones Industrial Nruab Nrab
DJIA,
-0.11%

thiab S&P 500
SPX,
-0.02%

xyoo no mus txog lub Plaub Hlis 14:


FactSet

Cov Dow Transports tau coj mus tom qab. Tom qab 5% poob rau Dow Transports thaum Lub Plaub Hlis 1, ib hnub thaum Dow Jones Industrial Nruab Nrab thiab S&P 500 tau nce, Mark Hulbert hu ua qhov kev txiav txim "phem omen” Nws hais txog tsoomfwv cov ntaub ntawv cuam tshuam txog kev ua haujlwm tsis zoo ntawm cov tsheb thauj mus los nrog kev lag luam poob qis dua lub hlis ua tiav.

Nrog rau xyoo no qhov tsis muaj zog qhia rau Dow Transports, neeg thiab lag luam wholesale tus nqi nce nyob rau ntawm 40-xyoo siab nyob rau hauv lub Peb Hlis, thiab Tsoom Fwv Teb Chaws Reserve yuav tsum ua kom nws cov paj laum nce ntxiv thiab pib txo nws cov nyiaj tuav pov hwm sai sai rau counter inflation. Cov nqi nce ntxiv tau ua rau cov neeg tsim tsev muaj kev ntxhov siab, thiab nws tseem yuav pom yog tias Fed qhov kev txav mus los yuav ua rau muaj kev lag luam poob qis lossis ua rau "muab tsaws" rau kev lag luam.

Cov ntaub ntawv rau (qee yam ntawm) Dow Transports

Txhawm rau tshuaj xyuas Dow Jones Kev Thauj Mus Los Nruab Nrab, peb pib nrog tag nrho cov npe ntawm 20 cov khoom lag luam thiab kev pom zoo 2022 kev kwv yees rau cov nyiaj tau los ntawm ib feem, ntawm cov kws tshuaj ntsuam xyuas los ntawm FactSet. Lub hauv paus ntawm 2022 tuaj yeem muaj txiaj ntsig ntau dua li qhov pib ntawm 2021, vim tias muaj kev kub ntxhov thoob ntiaj teb rau cov dav hlau thiab cov khoom lag luam uas cuam tshuam rau lwm yam kev lag luam.

Ntawm no yog 20 cov khoom lag luam hauv Dow Jones Kev Thauj Mus Los Nruab Nrab, txheeb los ntawm kev lag luam thiab tom qab ntawv sau npe, nrog kev kwv yees qhov kev loj hlob txhua xyoo (CAGR) rau cov nyiaj tau los ntawm ib feem txog 2024:

lub tuam txhab

Ticker

Kev lag luam

Kwv yees EPS - 2022

Kwv yees EPS - 2023

Kwv yees EPS - 2024

Ob xyoos kwv yees EPS CAGR

Nqe / 2024 EPS kwv yees

CH Robinson Thoob Ntiaj Teb Inc.

CHRW

Cua Freight / Couriers

$6.35

$5.78

$5.95

-3.2%

17.4

Expeditors International ntawm Washington Inc.

EXPD,
+ 0.06%
Cua Freight / Couriers

$6.99

$5.87

$5.57

-10.8%

17.4

FedEx Tuam txhab

FDX,
-1.21%
Cua Freight / Couriers

$21.72

$23.87

$25.84

9.1%

8.0

United Parcel Service Inc. Chav B

UPS,
-0.46%
Cua Freight / Couriers

$12.78

$13.40

$13.76

3.8%

13.7

Neeg Alaska Cua Pab Pawg Inc.

ALK,
-0.46%
Airlines

$3.00

$6.23

$8.28

66.3%

6.9

American Airlines Pawg Inc.

AAL

Airlines

- $ 3.44

$1.57

$3.63

N / A

5.2

Delta Air Lines Inc.

DAL,
-0.54%
Airlines

$2.53

$5.83

$7.25

69.4%

5.8

JetBlue Airways Corp.

JBLU,
-0.94%
Airlines

- $ 0.49

$1.28

$2.14

N / A

6.0

Southwest Airlines co.

LUV U,
-1.07%
Airlines

$1.13

$3.11

$4.28

94.6%

10.9

United Airlines Holdings Inc., UA

UAL

Airlines

- $ 2.52

$6.26

$8.80

N / A

5.1

Avis Budget Group Inc.

TSHEB,
+ 0.40%
Rental/Leasing

$22.55

$15.93

$14.82

-18.9%

17.9

Ryder System Inc.

R,
+ 0.59%
Rental/Leasing

$11.60

$10.17

$11.75

0.7%

5.4

Kirby Corp.

KEV,
+ 0.21%
Marine Shipping

$2.11

$3.39

$4.46

45.3%

14.9

Matson Inc.

MATX,
+ 3.69%
Marine Shipping

$26.11

$11.21

$6.31

-50.8%

13.9

CSX Co.

Kev tsheb ciav hlau

$1.79

$1.96

$2.15

9.6%

16.3

Norfolk Southern Corp.

NSC,
-0.21%
Kev tsheb ciav hlau

$13.82

$15.27

$16.50

9.3%

15.9

Union Pacific Corp.

UNP,
-1.66%
Kev tsheb ciav hlau

$11.65

$12.96

$13.93

9.3%

17.7

JB Hunt Transport Services Inc.

JBHT,
-0.33%
Kev tsheb thauj neeg

$8.84

$9.75

$10.35

8.2%

16.6

Landstar System Inc.

LSTR,
-0.60%
Kev tsheb thauj neeg

$11.08

$9.49

$9.54

-7.2%

15.2

Qub Dominion Freight Line Inc.

ODFL,
+ 0.24%
Kev tsheb thauj neeg

$11.01

$12.06

$12.80

7.8%

20.7

Source: FactSet

Nyem rau ntawm tus zauv kom paub ntau ntxiv txog txhua lub tuam txhab.

Nyem no rau Tomi Kilgore cov ncauj lus kom ntxaws qhia txog cov ntaub ntawv muaj txiaj ntsig muaj pub dawb ntawm nplooj ntawv MarketWatch.

Cov kev kwv yees yog rau xyoo daim ntawv qhia hnub, vim tias qee lub tuam txhab muaj cov nyiaj xyoo uas tsis phim daim ntawv qhia hnub. Piv txwv li, FedEx Corp. lub xyoo nyiaj txiag xaus rau lub Tsib Hlis 31.

Qee cov ntaub ntawv hais txog cov ntaub ntawv:

  • Ntawm 20 cov khoom lag luam, American Air Lines Group Inc.
    UA,
    -2.42%
    ,
    JetBlue Airways Corp.
    JBLU,
    -0.94%

    thiab United Airlines Holdings Inc.
    UA,
    -2.57%

    cia siab tias yuav pom qhov poob rau xyoo 2022, yog li tsis muaj EPS CGAR cov duab hauv lub rooj.

  • Ntawm cov tuam txhab uas xav kom tau txais txiaj ntsig xyoo no, plaub - Alaska Air Group Inc.
    ALK,
    -0.46%
    ,
    Delta Air Lines Inc.
    DAL,
    -0.54%
    ,
    Southwest Airlines co.
    LUV U,
    -1.07%

    thiab Kirby Corp.
    KEV,
    + 0.21%

    - xav tias yuav qhia ob tus lej EPS CAGR txog xyoo 2024.

  • Ntawm 20 cov khoom lag luam, xya kev lag luam rau 8.0 lub sij hawm pom zoo 2024 EPS kwv yees lossis qis dua. Cov no suav nrog tag nrho cov tuam txhab dav hlau tshwj tsis yog rau Southwest, nrog rau FedEx Corp.
    FDX,
    -1.21%

    thiab Ryder System Inc.
    R,
    + 0.59%
    .
    Hauv kev sib piv, S&P 500 ua lag luam rau 16 npaug ntawm nws qhov hnyav qhov kev pom zoo 2024 EPS kwv yees.

  • Nco ntsoov tias tus nqi qis rau cov nyiaj tau los uas xav tau txhais tau hais tias muaj tus lej zoo ntawm cov tub ua lag luam tsis yog (lossis tseem tsis tau) ntseeg siab txog lub tuam txhab kev cia siab lossis cov ntawm nws txoj kev lag luam.

Txhua lub npov Tshuag muaj nws cov kev txwv thiab yuav tsum tsuas yog ua haujlwm pib rau koj tus kheej kev tshawb fawb.

Nco tsis tau: Kev nce nqi nce siab, tab sis cov tuam txhab 16 no muaj tus nqi zog

Tau qhov twg los: https://www.marketwatch.com/story/why-consider-the-dow-transports-when-they-point-to-a-slowing-economy-because-these-7-stocks-are-cheap- 11650293652?siteid=yhoof2&yptr=yahoo