The S&P 500 has plunged nearly 21% in the first six months of 2022, marking its worst first-half performance since 1970.
But not everyone is bearish. CNBC’s Jim Cramer, for instance, still sees Прилика in the months ahead — particularly in the Dow Jones Industrial Average.
“These tend to be boring, mature companies that typically pay nice dividends, which is what protects you when the Fed is tightening,” he says.
“I know this is a tough market, but I’m betting the second half turns out better than the first for the worst performers and be OK for the best performers.”
Among the 30 Dow components, Cramer picked out a few stocks that he thinks investors should consider. Here’s a closer look at three of them.
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Салесфорце (ЦРМ)
Салесфорце је софтверски гигант заснован на облаку. Више од 150,000 компанија користи своју платформу за управљање односима са клијентима да би повећало своје пословање.
Cloud computing is a booming industry, and Salesforce’s numbers completely reflect that.
In the three months ended Apr. 30, revenue surged 24% year over year to $7.4 billion. Management expects full-year fiscal 2023 revenue of $31.7 billion to $31.8 billion, which would translate into a year-over-year increase of 20%.
But the stock is down a staggering 31% in 2022, giving contrarian investors something to think about.
Cramer says investors should consider buying Salesforce shares before the company hosts its Dreamforce conference in September.
Last month, Stifel analyst J. Parker Lane reiterated a Buy rating on Salesforce. While the analyst lowered his price target from $300 to $250, the new target still implies a потенцијална страна од КСНУМКС%.
Мерцк (МРК)
Healthcare is a classic example of a defensive sector thanks to its lack of correlation with the ups and downs of the economy.
Cramer likes pharmaceutical giant Merck because it is recession-resistant and offers generous dividends.
Paying 69 cents per share on a quarterly basis, the stock yields just under 3%.
The business is growing, too. In Q1, Merck’s worldwide sales from continuing operations totaled $15.9 billion, up 50% year over year.
While the broad market is deep in the red in 2022, Merck shares are up an impressive 21% year to date.
Mizuho analyst Mara Goldstein sees more upside on the horizon. The analyst has a Buy rating on Merck and a price target of $100 — around 8% above the current levels.
Цоца-Цола (КО)
Cramer is optimistic about Coca-Cola, but that shouldn’t come as a surprise.
After the company’s Q1 earnings report in April, Cramer said that it showed “how a seasoned management team can overcome just about any challenge you might throw at them” and that it has “long-lasting strength.”
When it comes to delivering returns to investors through thick and thin, few companies have done a better job than Coca-Cola.
Coca-Cola went public more than 100 years ago. This February, the board approved the company’s 60th consecutive annual dividend increase.
Није тешко схватити зашто је исплата била тако поуздана: култни производи компаније продају се у више од 200 земаља и територија, а чак и у рецесији, једноставна конзерва кока-коле је и даље доступна већини људи.
The stock is also defying the ongoing market sell-off, gaining 6% year-to-date.
Wells Fargo analyst Chris Carey has an Overweight rating on Coca-Cola and a price target of $74 — 17% above where the stock sits today.
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САД су само неколико дана удаљене од 'апсолутне експлозије' инфлације — ево их 3 сектора отпорна на ударце како бисте заштитили свој портфељ
„Увек негде постоји бикова пијаца“: познате речи Џима Кремера сугеришу да можете зарадити новац без обзира на све. Овде су 2 снажна леђна ветра да искористим данашњи дан
Овај чланак пружа само информације и не треба га тумачити као савет. Пружа се без икакве гаранције.
Source: https://finance.yahoo.com/news/m-betting-second-half-turns-190500739.html