Alibaba Group and NetEase shares are showing technical signs of stabilization as Chinese equities attempt to bottom after a prolonged slump.
Source: https://www.barrons.com/articles/chinese-stocks-bottom-aliba…
Ares Capital pays an ultra-high dividend yield of 10.1%. Enbridge has increased its dividend for 31 consecutive years.
Lululemon shares are up more than 20% over the past month, the 11th best performance in the S&P 500.
Dividend stocks and defensive sectors have dramatically outperformed as investors flee AI-vulnerable and AI-spending industries, but valuations now appear stretched. Consumer staples and energy sectors trade at historically high forward P/E multiples, often exceeding the S&P 500, despite lower long-term earnings growth prospects. Materials and industrials have also become extended, with valuations reflecting significant future earnings already priced in, especially given AI infrastructure spending.
