• Boston properties (BXP)
  • came across it in an article written by Andrew Bary - https://www.barrons.com/amp/articles/walgreens-altria-verizon-dividend-yields-best-payouts-1fb8bf77?mod=ampMP
  • https://www.nasdaq.com/market-activity/stocks/bxp/dividend-history
    • good dividend yield; 6.88%
    • quarterly dividends have been rising over time
  • https://ycharts.com/companies/BXP/dividend_yield
    • dividend yield is consistently rising over time

• Copart
  • earnings are going up and future looks bright
    • per https://finviz.com/quote.ashx?t=CPRT&p=w
      • eps this year = 13.58%, eps next year = 12.76%, eps next 5 years = 22.30%, eps past 5 years = 24.28%
  • Teresa Rivas makes a good case for buying this stock in https://www.barrons.com/amp/articles/buy-copart-stock-price-pick-80df9a46

• GE
  • Pros
    • Sharpe ratio on a rolling 3 year window = 1.00
    • after Q2 2024 GE will be split into two pieces - (GE Aerospace, GE Vernova)
      • GE’s renewable power and gas power generation will be spun off into GE Vernova
      • Remaining GE will be called GE Aerospace
    • Operating profit margins: {aerospace: 20.4%, gas power generation: 6%, renewable power: -7.6%}

Ref:

• https://www.barrons.com/articles/ge-earnings-stock-price-ea3f077f?siteid=yhoof2

• CPRT - Copart

• URI - United Rentals
  • Per https://www.portfoliovisualizer.com/backtest-portfolio#analysisResults this has beaten COST, AJG over 2021-Jan through 2023-Jul. But AJG has better sharpe ratio out of the three.

• COST - Costco
  • Recommended in https://www.barrons.com/articles/costco-stock-price-buy-8fc9f7c0?mod=hp_columnists by Teresa Rivas
  • Watch out her future recommendations

• AJG - Arthur J. Gallagher & Co
  • Recommended in https://www.barrons.com/articles/buy-arthur-j-gallagher-stock-price-pick-50e3d4c6?mod=hp_StockPicks by Teresa Rivas
  • Seems to be doing better than Costco. $47 bln market cap
  • P/E = 40.59; Forward P/E = 21.94;

• WU - Western Union
  • https://www.barrons.com/market-data/stocks/wu

• WSM - Williams-Sonoma
  • https://www.barrons.com/market-data/stocks/wsm
• WAL - Western Alliance Bancorp
  • https://www.barrons.com/market-data/stocks/wal

• CVS
  • from https://www.barrons.com/market-data/stocks/cvs
    • price = $69, P/E = 22.59, Dividend yield = 3.53%, beta = 0.73
    • market cap = $88 B
    • -26% ytd
  • from https://finviz.com/quote.ashx?t=CVS&p=d
    • Forward P/E = 7.67

• ISRG - Intuitive Surgical

• Yield on 3 Month treasuries ~ 5.3%
• Virtu Financial - VIRT - https://www.barrons.com/market-data/stocks/virt?mod=article_chiclet
  • price = $16.78, P/E = 8.47, Dividedn yield = 5.72%, beta = 0.22
  • -18% ytd

• Bristol Myers Squibb - BMY
• Johnson & Johnson - JNJ
• Keurig Dr Pepper - KDP
• J.M. Smucker - SJM

• UnitedHealth Group (UNH)
• Conagra Brands (CAG)

• Yield on 3 Month treasuries ~ 5.2%
• Chevron - CVX - https://www.barrons.com/market-data/stocks/cvx?mod=article_chiclet
  • price = $166, P/E = 9.15, Dividend yield = 3.62%, beta = 1.04
  • Raised dividend
  • rose 53% in 2022
  • -5% ytd
• Exxon - XOM - https://www.barrons.com/market-data/stocks/xom?mod=article_chiclet
  • price = $118, P/E = 8.93, Dividend yield = 3.07%, beta = 0.91
  • the biggest U.S. oil company
  • rose 80% in 2022
  • 8% ytd