SJM不具备吸引力：股息增长缓慢且估值合理，使其价格不够便宜，不值得买入。
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如果我们看周三盘前，SJM，那是Smuckers公司。他们在盘前公布财报。Kohl's也是，那是KSS，还有WSM，那是William Sonoma。这些都是股息增长公司。我收回那句话。我最近没有看Kohl's。他们在过去5年下跌了70%，并且削减了50%的股息。实际上，他们从峰值削减了75%的股息。所以，Kohl's历史上是一只股息增长股。他们在疫情期间暂停了股息。很多零售公司和其他类型的企业都这样做了。他们恢复了股息。他们提高了一次，然后不得不削减。我不是Kohl's的粉丝。一直没有关注这家公司，但它下跌了很多。所以，也许你可以把它视为价值投资机会，如果你做了研究并且看起来有前景的话。如果我们回到SJM，那是我过去历史上持有过的公司。然而，我后来卖掉了，因为我更关注总回报、增长和股息增长。我喜欢很多消费包装品公司。我喜欢，我是说，当你走进杂货店过道时，我是个大粉丝。我知道所有品牌属于哪家公司。我觉得这非常有趣。但在一些较大的老公司中，增长不多。正因为如此，当没有增长时，你必须以超低价格买入。我认为它的交易价格不够便宜。在过去5年中，他们的股息只上涨了13%。复合年增长率2.5%。最近的股息增长是1.82%。在过去5年中，它的股息收益率和交易情况正好处于公允价值中间，第50百分位，正好是中位数。所以，虽然我喜欢他们拥有的很多品牌，如果你不知道，他们拥有GIF花生酱。他们拥有Uncrustables。Uncrustables是一项很棒的业务。这是一台现金奶牛。它正被左右模仿。你看到那些体育界人士投资果酱类产品。你看到一些硅谷人士投资了某种高科技版本。我忘了那叫什么了。这并非坏事，因为他们拥有该类别中最知名的品牌，它将继续成为畅销品。
If we go to Wednesday before market open, SJM, that's the Smuckers company. They report before market open. So does Kohl's, that's KSS, and WSM, which is William Sonoma. These are all dividend growth companies. I take that back. I have not looked at Kohl's recently. They are down 70% over the past 5 years, and they cut the dividend by 50%. Actually, they had a 75% dividend cut from the peak. So, Kohl's was historically a dividend growth stock. They suspended it during the pandemic. A lot of retail companies did that and different types of businesses. They brought it back. They raised it once and then they had to cut it. Not a Kohl's guy. Haven't been following this company, but it's down a lot. So, maybe you could look at as a value play if you do your research and it looks promising. If we go back to SJM, that's a company I've historically owned in the past. However, I since got rid of it as I focused more on total return and growth and dividend growth. I like a lot of the consumer packaged goods companies. I like I'm a big fan of when you go to the grocery store aisle. I know all the brands of like what company owns what. I find it all very interesting. But there's not a lot of growth in some of these bigger old companies. And because of that, when there's not the growth, you have to buy them super cheap. I don't think it trades cheap enough. Over the past 5 years, their dividends only up 13%. It's at 2.5% compound annual growth rate. The most recent dividend increase is 1.82%. And over the past 5 years, it's right in the middle fair value of its dividend yield, how it's traded, right in the 50th percentile, right on the median. So, while I like a lot of the brands they own, if you don't know, they own GIF Peanut Butter. They own Uncrustables. Uncrustables is a awesome business. It's a cash cow. It's getting copycatted left and right. You got all those sports people investing in the jams thing. You got some Silicon Valley people invested in some like high-tech version of it. I forget I forget what that one's even called. That's not a bad thing though because they have the most recognizable brand in that category and it will continue being a big seller.
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这个频道对 $SJM 的历次判断
Dividend Data 在这只股票上只有这一条判断。