Microsoft, Visa, Lam Research and 13 Oher Stocks That Can Survive a Triple Whammy

Barron's2022-12-12

Investors are looking ahead to 2023—and with a cautious eye. Inflation is still mighty high and coming down exceedingly slowly, despite signs that it has peaked. Interest rates are climbing, and Fed ...

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Comments

EKOS
2022-12-12
EKOS
Microsoft
- Targarean:
  Yeah
Weylin
2022-12-12
Weylin
interesting
- currylow:
  yea
Rjn828
2022-12-12
Rjn828
Ok
- Jeg:
  yea
Ooi
2022-12-12
Ooi
Ok
- JulianAlson:
  K
Wohaha
2022-12-12
Wohaha
Okkkk
- Sabniz33:
  Good

Leave a comment

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Inflation is still mighty high and coming down exceedingly slowly, despite signs that it has peaked. Interest rates are climbing, and Fed ...</p>\n\n<a href=\"https://www.barrons.com/articles/visamastercard-microsoft-lam-research-stock-screen-51670635706?mod=hp_LATEST\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MA","symbol_name":"万事达","start_time":0,"source_url":"https://www.barrons.com/articles/visamastercard-microsoft-lam-research-stock-screen-51670635706?mod=hp_LATEST","article_id":"2290213131","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2290213131","pubTimestamp":1670824415,"sourceInfo":{"source_id":"lsy1610680873436","name":"Barron's"},"weMediaInfo":null,"summary":"Investors are looking ahead to 2023—and with a cautious eye. 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If companies’ annual earnings-per-share growth was within a tight range for all 12 of those periods, there’s a good chance they’ll be able to generate more consistent profit growth through a 2023 recession than the overall market.Our screen yielded 16 names in the S&P 500,including credit-rating firm Moody’s(ticker: MCO), payroll processor Paychex(PAYX), trucking firm Old Dominion Freight Line(ODFL), animal healthcare company Zoetis(ZTS), semiconductor company Texas Instruments(TXN), and asset manager BlackRock (BLK).Payments giants Visa(V) and Mastercard(MA) both passed the screen. They’ve got minimal debt and some of the widest profit margins in the S&P 500. And their business models have built-in inflation protection: Swipe fees are a percentage of each transaction, so as prices rise, so do Visa and Mastercard’s sales. Visa was a recent Barron’s stock pickfor those very reasons.Microsoft(MSFT), which also made the cut, has more cash than debt on its balance sheet and has been a consistent profit grower through the past few years thanks to increasing demand for several of its businesses: cloud computing, videogames, and office and productivity software.Few of these stocks are cheap, however. Lam Research(LRCX), at less than 15 times 2023 earnings, is the least expensive of the group, while cigarette maker Philip Morris International(PM) and broker Charles Schwab(SCHW) are the only other stocks passing the screen that trade for below the S&P 500’s average valuation multiple. Investors need to pay up if they want 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