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Duke powers its way to strong performance
Utility stocks can be a solid investment in times of market uncertainty. They are often monopolies or part of oligopolies, with government-regulated prices. All that makes their revenue more predictable. And they generally offer dividends, providing regular income to investors. One of the largest, perhaps the largest, U.S. utilities is 141-year-old Duke Energy (NYSE: DUK). […]
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Nike’s comeback faces hurdles
Despite sales rising in some divisions, such as North America, Nike (NYSE: NKE) still faces an uphill battle as tariffs impact its profit margin and consumers have slowed their spending. The sneaker and apparel company retailer reported that its revenue increased by 1% to $11.72 billion, after it previously estimated that it would decline by […]
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Eaton puts a charge into power management
A rule of thumb has it that technology companies are exciting and industrial companies aren’t. But Eaton (NYSE: ETN), which provides power management equipment, is an exception to the rule. The company is 114 years old and focuses particularly on electrical equipment. Its electrical portfolio accounts for about 70% of its revenue, selling components to […]
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Carnival’s cruise performance motors ahead
Carnival (NYSE: CCL), the world’s largest cruise company, has been doing swimmingly lately. That wasn’t expected when the U.S. announced tariffs in April. Many experts believed the tariffs would lead to an economic slowdown, if not a recession. And the thinking was that would depress travel. But U.S. GDP expanded 3.8% annualized in the second […]
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Honeywell: Is the sum of its parts worth more than the whole?
Honeywell (NYSE: HON), the industrial conglomerate founded almost 120 years ago, is betting that the sum of its parts is worth more than the whole. The company has announced it’s splitting into three units. The biggest is automation, with $18 billion of annual sales. Second is aerospace, with $15 billion of sales, and third is […]
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Spotify’s bet on audiobooks and podcasts has been successful
Spotify Technology’s (NYSE: SPOT) bet that the popularity of podcasts and audiobooks would continue appears to have paid off for the music streaming company. The company’s transformation over the past few years has resulted in Spotify finally turning its first full-year profitability in 2024, as shares of the company doubled over the past 12 months. […]
