Watsco, Inc. (NYSE:WSO ) Morgan Stanley's 13th Annual Laguna Conference September 11, 2025 7:50 PM EDT Company Participants Barry S. Logan - Executive VP of Planning & Strategy, Secretary and Director Conference Call Participants Christopher Snyder - Morgan Stanley, Research Division Presentation Christopher Snyder Equity Analyst Well, thank you, everybody.
MIAMI, Sept. 11, 2025 (GLOBE NEWSWIRE) -- Watsco, Inc. (NYSE: WSO) announced today that Barry S. Logan, Executive Vice President, is scheduled to present at the 13th Annual Morgan Stanley Laguna Conference being held at the Ritz Carlton, Laguna Niguel on Thursday, September 11, 2025 at 4:50 p.m. (PDT). Internet users can listen to a live webcast of the presentation at the Investor Relations sec...
When the broader stock market rises faster than companies can increase their payouts, the dividend yield of the major indexes will fall. That is exactly what has happened with the S&P 500 -- which yields just 1.2%.
I track a universe of 50 high-quality dividend growth stocks to identify attractive investment opportunities based on valuation and future return potential. My custom valuation model highlights 23 stocks with estimated future returns above 10%, with 12 of these also appearing undervalued by free cash flow. Top picks include Resmed, MarketAxess, Ferrari, MSCI, Accenture, and others, each offerin...
My watchlist outperformed SPY and VYM since July 1st, offering higher yield and competitive total returns, despite trailing benchmarks year-to-date. The strategy focuses on high-quality, attractively valued, high-yield stocks, aiming for a long-term CAGR of 12% and strong dividend growth. Since inception, the watchlist achieved a 15.61% CAGR and an 83.5% success rate in positive returns, valida...
Watsco is a defensive business with a strong moat from scale and network effects. The stock is trading at fair value. Despite the temporary headwinds, the company has proven me wrong and keeps expanding margins. Once the transition to A2L refrigerants is over, inventory levels will normalize.
My investable universe of 50 high-quality dividend growth stocks aims to identify attractive opportunities based on valuation and future return potential. Currently, 20 stocks offer an estimated future return of at least 10%, with 10 of these also appearing potentially undervalued by my Free Cash Flow model. Top highlighted stocks like MKTX, RACE, RMD, MSCI, and TTC combine strong free cash flo...
StocksGuide is the ultimate tool for easily finding, analyzing and tracking stocks. Learn from successful investors and make informed investment decisions. We empower you to become a confident, independent investor.