Tom Lee is a top market strategist who tends to be bullish.Tom Lee of Fundstrat is known as a perma bull, meaning he consistently remains bullish on the market. However, despite what some might perceive as a somewhat biased opinion, Lee has largely been right the past couple of years, nailing bullish calls in 2023 and 2024, often when other market strategists were bearish.Lee has also been quite bullish on cryptocurrencies, particularly with regard to Bitcoin and Ethereum (ETH +1.06%). Lee even became the b ...

The Vanguard Industrials ETF is a solid idea, but for investors looking for potential outperformance in this sector, there's another fund to consider.Investors evaluating the universe of industrial sector exchange-traded funds (ETFs) have plenty of options to consider, but it's hard to go wrong with the Vanguard Industrials ETF (VIS +0.93%).Not only is this Vanguard sector ETF up nearly 20% year to date, outperforming the S&P 500 along the way, but it also holds a massive basket of 391 stocks, ensuring inve ...

It's not just the company's content that's grabbing attention.Streaming specialist Netflix (NFLX +0.41%) requires no introduction. The company has become one of the most recognizable brands, especially in media.However, Netflix has made plenty of noise over the past couple of months that deserves closer attention. What exactly is going on? And is the stock still worth investing in after all this noise?Let's find out. Netflix's on-schedule stock splitOne move Netflix made recently that grabbed a lot of atten ...

CoreWeave is shaping the future of cloud computing, and Circle Internet Group is shaping the future of global finance.CoreWeave (CRWV +22.64%) is already disrupting the cloud services industry with infrastructure purpose-built for artificial intelligence. Circle Internet Group (CRCL +6.35%) hopes to revolutionize the financial services industry by connecting enterprises with its stablecoin network. Certain Wall Street analysts think the stocks are deeply undervalued.Brent Thill at Jefferies values CoreWeave ...

The rideshare and delivery giant's shares have performed well this year, but its valuation is still reasonable.Uber (UBER 0.48%) stock has been under pressure recently -- down 20% from its fall peak -- but that didn't eliminate its gains this year. Shares remain up 33% year to date. Despite that stellar performance, the growth stock isn't expensive: It trades at a 1-year forward price-to-earnings ratio of under 19. The current setup might present a compelling opportunity for investors. If you're thinking ab ...

The quantum computing company is an exciting investment opportunity, but it isn't cheap.IonQ (IONQ +4.39%) has consistently surpassed expectations this year. Most recently, it reported $39.9 million in revenue in the third quarter of 2025, which was 37% more than the top end of the expected range and 222% year-over-year growth.Given the recent results and the growth potential of the quantum computing industry, you may be wondering if now is a good time to invest $500 in IonQ. While it's exciting to invest i ...

Explore how differences in fund scale, cost, and yield can shape your international ETF strategy.SPDR Portfolio Developed World ex-US ETF (SPDW +0.61%) and iShares Core MSCI EAFE ETF (IEFA +0.62%) both provide broad international developed equity exposure, but differ in cost, size, and yield.Both ETFs aim to capture developed markets outside the U.S, serving as core international holdings. SPDW tracks the S&P Developed Ex-U.S. BMI Index, while IEFA follows a similar approach but excludes Canada and boasts m ...

Three savvy hedge fund billionaires bought small positions in Rigetti Computing in the third quarter.In the third quarter, a few wealthy hedge fund managers sold shares of Amazon (AMZN +0.26%) and bought shares of Rigetti Computing (RGTI +4.12%), a quantum computing stock that has advanced 3,050% since January 2023.Israel Englander at Millennium Management sold 787,900 shares of Amazon, reducing his position by 17%. He also added 522,100 shares of Rigetti.Ken Griffin at Citadel Advisors sold 1.6 million sha ...

A statistical analysis of 20,000 retired workers uncovered a clear bifurcation between actual and optimal Social Security claims.This has been a special year for Social Security beneficiaries. For the first time in the program's storied history, the average monthly retired-worker benefit surpassed $2,000. What's more, 2026 will mark the fifth consecutive year that Social Security's annual cost-of-living adjustment (COLA) has hit at least 2.5%. This was last achieved nearly three decades ago.These achievemen ...

公司近期业绩与市场表现 - 公司股票年初至今下跌35% 当前价格为135.01美元 今日下跌1.32% [1][7] - 最近一个季度总销售额同比下降15% 啤酒业务经调整后销售额同比下降7% [3] - 啤酒业务是公司核心 占总净销售额的94% [3] - 公司市值230亿美元 过去52周股价区间为126.45美元至228.89美元 [7][8] 业务运营与市场地位 - 公司拥有强大的啤酒品牌组合 包括科罗娜、莫德罗和太平洋等美国市场最受欢迎的进口啤酒 [4] - 公司通过授权获得这些品牌的营销和分销权 这构成了其竞争优势 [4] - 尽管近期销售承压 但其顶级啤酒品牌上季度在美国市场仍实现了美元份额增长 莫德罗Especial在美元销售额中排名第一 [6] - 进口啤酒在美国啤酒消费总量中占比接近18% 这一趋势有利于公司的产品组合 [4] 财务健康状况与估值 - 上一季度公司产生了6.34亿美元的自由现金流 过去12个月总计超过18亿美元 [8] - 目前投资者可以以13.8倍的自由现金流市盈率购买股票 低于其过去五年平均25倍的市盈率 [8] - 公司股息具有吸引力 过去一年股息支付仅占其自由现金流的39% 当前季度派息为每股1.02美元 [9] - 股价下跌使远期股息收益率升至2.88% 是标普500平均股息收益率的两倍多 [9] - 当前总股息收益率为3.01% [8] 管理层观点与未来展望 - 近期销售压力与部分客户消费更趋谨慎有关 公司认为这是社会经济逆风导致的暂时性销售下滑 而非品牌地位的永久性下降 [5] - 管理层认为公司仍处于长期增长的有利地位 明年的同比销售对比将更为有利 这可能构成催化剂 [6] - 当前的周期性低迷为投资者提供了绝佳的买入机会 以如此估值投资于一家高质量公司的机会在销售增长时期通常难以出现 [10]