Editor's Note: Buffett recreates the true colors of the gods! Ai-stock Coca-Cola shares bucked the market; U.S. waste management companies reported positive Q1 earnings, with shares hitting a record high this week; and Olchia, one of the world's largest tobacco companies, with a dividend yield of 6.5%, was recommended by Goldman Sachs. >>
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By Nicole
The weekly meeting is coming again, or my US stock weather vane. Committed to tracking popular U.S. stocks and exploring more investment opportunities. Let's take a look at some of the important targets to watch this week!
1, Meta (FB) first quarter DAU exceeded expectations, meta-universe or will create new monetization opportunities, surging more than 18% after hours on Wednesday, Credit Suisse bullish to $272
2, Buffett love stock Coca-Cola (KO) this week to refresh the stock price record high, Q1 earnings report exceeded expectations, Musk "promised" to buy
3, the United States Waste Management Company (WM) Q1 revenue, earnings per share exceeded expectations, this week the stock price bucked the market, UBS raised its target price to $185
4. Altria (MO) has recently continued to perform strongly upwards in its stock price, with strong free cash flow and high dividends, and has been recommended by Goldman Sachs
01
Meta Platforms
Quotes source: Huasheng Securities
Opportunity Interpretation:
On Wednesday (April 27), meta surged more than 18% after hours, and its market value rose back above $500 billion. Before the release of the financial report, due to the unfavorable financial report of Meta's previous Q4 financial report and the re-explosion of Netflix's financial report last week, the market generally speculated that The Meta would not suffer a "financial report kill" again. However, Meta's Q1 financial report shows that daily active users are higher than expected, and the profit and meta-universe revenue of the current quarter exceed market expectations.
Specifically, daily active products returned to growth, with an average DAU of 2.87 billion yuan under Q1 Meta, up 6% year-on-year; the average daily active users of Facebook's main platform were 1.96 billion, an increase of 4% year-on-year, and higher than analysts' expectations of 1.94 billion. The company's chief financial officer, Dave Wehner, expects Meta's second-quarter revenue to continue its growth momentum, targeting a range of between $28 billion and $30 billion. He expects the impact on business in Russia and Ukraine to be offset by improvements in other regions. At the same time, executives believe that the software development aspect of meta-universe will create new monetization opportunities.
Facebook SAD
Image credit: Bloomberg
It is worth noting that the Meta Q1 meta-universe revenue, although higher than expected, is still declining sequentially. However, Meta's previous virtual reality platform Horizon Worlds and Oculus VR headset products have responded well. IDC's latest report released in March showed that global AR/VR headset shipments reached 11.23 million units in 2021, an increase of 92.1% year-on-year, while Meta's Oculus market share reached a staggering 80%. In addition, Meta's first "meta-universe" physical store will open next month, selling VR-related products.
In terms of ratings, Credit Suisse analysts have expressed great optimism this week before Meta's earnings report, believing that Wall Street is too conservative about the company's valuation model and underestimating the potential of Meta's future products; giving the stock a "outperforming bank" rating with a target price of $272, compared with Meta's after-hours closing price of $207.08 on Wednesday, there is still 31.35% potential upside.
02
coca cola
Quotes source: Huasheng Securities
Opportunity Interpretation:
On Monday, Buffett's coca-Cola hit an all-time high of $67.20 in the intraday, and as of Wednesday's close, the cumulative increase for the year has reached 11.55%, significantly outperforming the US stock index. Before the US stock market on Monday, Coca-Cola released its Q1 financial report, and the data showed that Coca-Cola's performance was very strong.
Specifically, Coca-Cola Q1 revenue was $10.491 billion, up 16% year-on-year; operating profit was $3.405 billion, up 25% year-on-year; net profit was $2.793 billion, up 24% year-over-year; earnings per share were $0.64, exceeding market expectations of $0.58.
It is the "escort" of individual stocks such as Coca-Cola, and buffett, the stock god, has also bucked the trend in the weak market this year, and is one of the few richest people whose wealth is still growing. After the wave of investment in technology growth stocks in the market, Buffett reproduced the true color of "stock god".
Musk, who has just announced the acquisition of Twitter in a high-profile manner, said in a tweet on Wednesday local time that the next goal is to buy Coca-Cola, and said that he would "add cocaine again." Although musk seems to be "mouthing", Musk also "joked" about buying Twitter in 2017, and finally issued a takeover offer in April 2022.
Image courtesy of Twitter
03
Waste Management (WM)
Quotes source: Huasheng Securities
Opportunity Interpretation:
Amid weakness in the U.S. stock market this week, U.S. waste management companies bucked the trend and hit record highs. Founded in 1968, the company's main business is to recycle waste and convert waste into energy.
Waste Management Company was successfully listed in 1971, completed 133 mergers and acquisitions the following year, and became the largest waste transferor in the United States in 1984; in 1988, it acquired the world's second largest waste incineration, and in 1991, it established a joint venture paper recycling company, gradually becoming the largest resource recycler in North America.
Waste Management released its first-quarter earnings report on Tuesday local time, with an adjusted earnings of $1.29 per share in the first quarter, beating market expectations of $1.14, and revenue of $4.66 billion, exceeding market expectations of $4.44 billion.
Image credit: Seeking Alpha
In terms of ratings, UBS adjusted its waste management target price from $178 to $185 to maintain a "buy" rating. The Royal Bank of Canada raised its target price for waste management to $169 from $161, citing an increase in market share in the first quarter, keeping the industry performance rating unchanged.
04
Altria Group (MO)
Quotes source: Huasheng Securities
Opportunity Interpretation:
Olchia is also one of the individual stocks that have bucked the trend under the recent continued weakness of the US market. On Thursday, the stock hit an all-time high of $57.05. Olchia is one of the world's largest tobacco companies and a producer of Marlboro, a well-known cigarette brand.
Goldman Sachs has previously said that market concerns about the Russian-Ukrainian conflict and the direction of the US economy will make Altria a potential winner for investors. Because investors prefer to give higher premiums to U.S. companies with strong free cash flow, high and stable profit margins, FCFs and attractive dividend yields, Altria is one of the high dividend yield stocks.
Recently, under the continuous acceleration of the Tightening trend of the Federal Reserve, the attention of the high dividend sector has continued to rise. Analysts believe that high-dividend stocks, with their prominent and more stable characteristics and the characteristics of dividend growth rates that are usually faster than inflation, have greatly increased their attractiveness in the current volatile market. Altria has a dividend yield of 6.5 percent, and according to CNBC Pro, the stock has a β value of less than 1 and low volatility.
In terms of ratings, Tipranks data shows that of the 6 analysts who rated the stock on Wall Street, 3 gave a "buy" rating, 3 gave a "hold" rating, and no "sell" rating.
Image credit: Tipranks
The above is the high-quality U.S. stocks sorted out by this issue, welcome to tell us your views in the comment area, I wish you all a smooth investment, and a happy holiday next week ~ goodbye after the holiday weather vane
The image comes from the Internet
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The above does not represent the position of China Renaissance and does not constitute any investment advice related to China Renaissance. Before making any investment decision, investors should consider the risk factors associated with the investment product according to their own circumstances and consult a professional if necessary.
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