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Down Market, Good Stocks, Southern Company, PepsiCo, Caterpillar
Kate’s guest this week is Brian Mulberry, client portfolio manager at Zacks Investment Management. Brian brings three large-cap ideas today and discusses why one utility may have potential beyond the traditional role of a dividend payer.
Stick around until the end, because Brian shares how to access Zacks research to get more ideas.
-Why Brian’s utility pick, Southern Company, has earnings durability that causes him to think it can withstand the higher cost of capital as interest rates rise
-The company has strong earnings growth, relative to the S&P 500 and may be able to pass along higher costs to its customers
-Brian attributes the company’s recent blowout quarterly report to investments that the company has made over the years
-Should investors be looking to utilities for a return beyond dividend yield?
-Brian’s second stock, PepsiCo, also has earnings durability
-How the company’s growth through acquisition has allowed it to have pricing power, by focusing on strong brand names
-How Pepsi’s focus on Gatorade and its distribution deal with Celsius is helping the company expand its presence and loyalty in the youth market
-Why Brian sees Pepsi’s distribution strategy as an edge in the supply chain where other manufacturers have fallen short
-Brian’s third stock is an old-school industrial, Caterpillar, which has also navigated supply chains well
-Why Brian sees Caterpillar as large earnings per share grower, based on increased infrastructure spending and the Inflation Reduction Act.
-Why he sees this stock as attractive, although it’s not one he expects to behave like a red-hot growth stock
Stocks mentioned in this episode
Southern Company (SO)
PepsiCo (PEP)
Caterpillar (CAT)
How to learn more about Zacks Investment Management
www.zacksim.com
Links mentioned in this episode:
https://www.marketbeat.com
This podcast is hosted by ZenCast.fm
View all episodes
By MarketBeat.comKate’s guest this week is Brian Mulberry, client portfolio manager at Zacks Investment Management. Brian brings three large-cap ideas today and discusses why one utility may have potential beyond the traditional role of a dividend payer.
Stick around until the end, because Brian shares how to access Zacks research to get more ideas.
-Why Brian’s utility pick, Southern Company, has earnings durability that causes him to think it can withstand the higher cost of capital as interest rates rise
-The company has strong earnings growth, relative to the S&P 500 and may be able to pass along higher costs to its customers
-Brian attributes the company’s recent blowout quarterly report to investments that the company has made over the years
-Should investors be looking to utilities for a return beyond dividend yield?
-Brian’s second stock, PepsiCo, also has earnings durability
-How the company’s growth through acquisition has allowed it to have pricing power, by focusing on strong brand names
-How Pepsi’s focus on Gatorade and its distribution deal with Celsius is helping the company expand its presence and loyalty in the youth market
-Why Brian sees Pepsi’s distribution strategy as an edge in the supply chain where other manufacturers have fallen short
-Brian’s third stock is an old-school industrial, Caterpillar, which has also navigated supply chains well
-Why Brian sees Caterpillar as large earnings per share grower, based on increased infrastructure spending and the Inflation Reduction Act.
-Why he sees this stock as attractive, although it’s not one he expects to behave like a red-hot growth stock
Stocks mentioned in this episode
Southern Company (SO)
PepsiCo (PEP)
Caterpillar (CAT)
How to learn more about Zacks Investment Management
www.zacksim.com
Links mentioned in this episode:
https://www.marketbeat.com
This podcast is hosted by ZenCast.fm