First Trust Capital Strength

Johnson & Johnson's Prostate Cancer Therapy Akeega Receives FDA Approval

Carter Financial Group INC. Purchased Walmart Stock in Q2

Geneos Wealth Management Inc. Increases Stake in Dover Corporation

Morgan Stanley Gives Walmart a Buy Rating

Walmart's Sam's Club to Open New Store in Liwan District, Guangzhou on December 22

Hohimer Wealth Management LLC Invests $1.95 Million in Dover Corporation

Castleark Management LLC Reduces Walmart Holdings

Nonprofit Forces Disclosure of FTC Complaint Against Pepsi and Walmart Price Fixing

Wells Fargo Raises Johnson & Johnson's Price Target to $230

HRT Financial LP Acquires TJX Shares, CEO Reduces Holdings

Game Creek Capital Increases Cisco Stake, Citigroup Raises Price Target

Elevatus Wealth Management Reduced Walmart Holdings by 71.9% in Q2

Johnson & Johnson's AKEEGA® Approved by FDA for BRCA2 Mutated Prostate Cancer

Ambassador Xie Feng Meets With Cisco CEO Chuck Robbins

Cisco VP Gives Up and Plans To Sell Stock

Cisco's Senior Vice President Disposed of Common Stock

Cummins Power Generation Secures $500 Million Contract from U.S. Army

Walmart and Sam's Club Test 'Eye Robot' Kiosks for Eye Exams in Pennsylvania

CPP Investment Boosts Walmart Shares in Q2

3M Reports 18% Growth in Non-GAAP EPS in Q3 2024 Earnings Call

AdvisorShares MSOS 2x Daily ETF

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Tryhard

Roundhill Cannabis ETF

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Amplify Seymour Cannabis ETF

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Canopy Growth

RYTHM

Tilray Brands

Thompson Davis & CO. Inc. increased its holdings in Walmart Inc. by 524.2% in Q2, owning 44,642 shares worth $4,365,000. Other institutional investors like Vanguard and Kingstone Capital also boosted their stakes. Insider sales included CEO C Douglas Mcmillon selling 19,416 shares. Analysts maintain a "Moderate Buy" rating with a $119.31 price target for Walmart.

- Thompson Davis & CO. Inc. increased its Walmart holdings by 524.2% in Q2, owning 44,642 shares valued at $4,365,000.  
- Other institutional investors, including Vanguard and Kingstone Capital Partners, also raised their stakes in Walmart during the same period.  
- Walmart reported Q3 earnings of $0.62 per share, exceeding estimates, with revenue of $179.50 billion, reflecting a 5.8% year-over-year increase.

Market Beat

Walmart

Thompson Davis & CO. Inc. Boosts Stock Position in Walmart Inc. $WMT

Carter Financial Group INC. purchased 9,258 shares of Walmart Inc. (NASDAQ:WMT) in Q2, valued at approximately $905,000. Several other institutional investors also adjusted their positions in Walmart. Insiders sold 126,403 shares worth $13,386,774 in the last 90 days. Walmart's stock opened at $116.70 on Monday, with a market cap of $930.12 billion. The company reported Q3 earnings of $0.62 per share, beating estimates. Analysts have raised their price targets for Walmart.

- Carter Financial Group INC. acquired 9,258 shares of Walmart Inc. valued at approximately $905,000 in Q2, as reported in a recent SEC filing.  
- Several institutional investors increased their stakes in Walmart, with Brighton Jones LLC raising its position by 28.8% and Vestmark Advisory Solutions Inc. by 84.6%.  
- Walmart reported earnings of $0.62 per share for the last quarter, exceeding estimates, and analysts have set a consensus price target of $119.31 for the stock.

Carter Financial Group INC. Makes New Investment in Walmart Inc. $WMT

Johnson & Johnson announced FDA approval for its prostate cancer therapy, Akeega plus prednisone, targeting metastatic castration-sensitive prostate cancer with BRCA mutation. The approval follows a phase 3 study showing a 54% reduction in radiographic progression or death risk and a 59% delay in symptomatic progression. The safety profile aligns with other FDA-approved therapies.

fidelity

Johnson & Johnson

Johnson & Johnson's Prostate Cancer Therapy Application Approved by US FDA

Johnson & Johnson was hit with a $40 million verdict by the Los Angeles Superior Court over talc-based baby powder allegedly causing ovarian cancer. The award covers compensatory damages for plaintiffs Monica Kent and Deborah Schultz and Schultz's husband. The verdict followed a four-week trial with testimony from former FDA commissioner David Kessler. More trials are expected through H1 2026. Johnson & Johnson did not immediately respond to requests for comment.

Johnson & Johnson Hit With $40 Million Talc-Lawsuit Verdict by the Los Angeles Superior Court

Geneos Wealth Management Inc. increased its stake in Dover Corporation by 64.1% in Q2, acquiring 15,600 shares. Other investors like First Trust Advisors LP and AQR Capital Management LLC also significantly increased their holdings. Dover's stock opened at $199.18, with a market cap of $27.32 billion. The company announced a quarterly dividend of $0.52 per share, with a yield of 1.0%. Analysts forecast growth, with UBS Group setting a $200 target price.

Dover

Geneos Wealth Management Inc. Buys 15,600 Shares of Dover Corporation $DOV

EXPD

Expeditors International of Washington exceeded market expectations on revenue and earnings per share, reinforcing its investment narrative focused on operational efficiency and demand resilience. The company's asset-light logistics model and disciplined capital returns are highlighted, with recent share price increases reflecting these strengths. However, freight demand volatility and pricing power remain key concerns. Despite a potential undervaluation, investors should consider demand volatility's impact on the share price. The article provides various perspectives on Expeditors' fair value and encourages readers to explore their own investment narratives.

Simplywall

Expeditors

Did Expeditors’ (EXPD) Earnings Beat and Virtual Access Day Spotlight Just Reframe Its Investment Narrative?

It would cost over $60,000 if you were starting with zero shares.

Here's how many shares of Walmart you'd need for $500 in yearly dividends

NVDA

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Investors discuss on social media: Walmart's forward P/E ratio is currently 40 times, while NVIDIA's is 23 times. The discussion is all about the latter's bubble, but who is really more of a bubble?

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NVIDIA

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Who is the bubble?

The article explores the concept of a simple, individual stock portfolio with 25% allocation in stocks like Lockheed Martin, Johnson & Johnson, and Coca-Cola, emphasizing survivorship bias and demand stories. It contrasts this with a 60/40 portfolio using Nasdaq 100 derivative income funds and high yield bonds, highlighting risks and returns. The discussion includes the impact of AI bubbles and the importance of understanding equity beta in high yield bonds.

- The article discusses the rise of 2X single stock ETFs and their implications for market behavior, likening some investment strategies to gambling.  
- It explores the concept of a simplified stock portfolio focused on companies with enduring demand, highlighting examples like Coca-Cola, Johnson & Johnson, and Microsoft, while cautioning against over-concentration in individual stocks.  
- The author also critiques a high-risk portfolio strategy involving a significant allocation to a Nasdaq ETF, warning of potential vulnerabilities in the event of a market downturn.

Talkmarkets

Lockheed Martin

Coca Cola

Simple But Not Well Diversified

MarketBeat's stock screener tool highlights Walmart, GameStop, and GigaCloud Technology as the top Ecommerce stocks to watch today. These companies had the highest dollar trading volume recently. Walmart operates retail and ecommerce units globally. GameStop provides games and entertainment products through stores and online platforms. GigaCloud Technology offers B2B ecommerce solutions for large parcel merchandise. Investors buy these stocks for exposure to online shopping growth, despite sector-specific risks.

- MarketBeat highlights Walmart, GameStop, and GigaCloud Technology as key Ecommerce stocks to monitor due to their high trading volumes.  
- Walmart operates various retail and eCommerce segments globally, while GameStop specializes in gaming products, and GigaCloud Technology offers B2B ecommerce solutions for large parcels.  
- Investors are drawn to these stocks for exposure to online shopping growth, despite inherent sector risks like competition and consumer spending sensitivity.

GigaCloud Tech

GameStop

Ecommerce Stocks To Research - December 14th

Morgan Stanley analyst Simeon Gutman initiated coverage on Walmart with a Buy rating and a $125 price target. Walmart's shares closed at $115.52. The analyst consensus is a Strong Buy with an average price target of $122.32. BMO Capital also rated Walmart as a Buy with a $125 target.

- Morgan Stanley analyst Simeon Gutman initiated coverage of Walmart with a Buy rating and a price target of $125.00 on December 11.  
- Walmart's shares closed at $115.52, and the analyst consensus is a Strong Buy with an average price target of $122.32, indicating a potential upside of 5.89%.  
- Additionally, BMO Capital also assigned a Buy rating to Walmart with the same price target of $125.00.  

Tip Ranks

Walmart (WMT) Gets a Buy from Morgan Stanley

A California jury awarded $40 million to two women with ovarian cancer in a landmark verdict against Johnson & Johnson. The trial revealed decades of concealment of asbestos evidence in J&J's talc products. This verdict is the first of many expected trials, following delays due to J&J's bankruptcies. The case highlights the company's manipulation of scientific research and withholding of crucial information, leading to increased ovarian cancer risk from talc use.

MorningStar

California Jury Awards $40 Million in Landmark Talc Verdict Against Johnson & Johnson

CTSH

UBS analyst Kevin Mcveigh maintained a Hold rating on Cognizant with a price target of $85.00. Cognizant's shares closed at $83.94. Mcveigh, a 4-star analyst, has an average return of 4.7% and a 56.38% success rate. Citi's Bryan Keane also rated Cognizant as Hold, while TR | OpenAI reiterated a Buy rating on December 9.

Cognizant Tech Solutions

UBS Keeps Their Hold Rating on Cognizant (CTSH)

Hohimer Wealth Management LLC invested $1.95 million in Dover Corporation during the 2nd quarter, purchasing 10,657 shares. Other institutional investors also increased their stakes in Dover. Insider trading activities were reported, including sales by SVP Ivonne M. Cabrera and CFO Christopher B. Woenker. Analysts have mixed ratings on Dover, with a consensus rating of 'Moderate Buy' and a target price of $209.73. Dover's stock opened at $199.18 on Friday, with a market cap of $27.32 billion.

Hohimer Wealth Management LLC Invests $1.95 Million in Dover Corporation $DOV