Beat the Market the Zacks Way: Amgen, DRDGOLD, Anavex in Focus

17.03.25 13:04 Uhr

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Last Friday, the three most widely followed benchmark indexes closed a losing week. The S&P 500, the Nasdaq Composite and the Dow Jones Industrial Average declined 2.3%, 2.4% and 3.1%, respectively.For the S&P 500 and the tech-focused Nasdaq, it was four straight weeks of losses. Throughout the week, the Trump administration’s tariff policies continued to influence trading in the markets. Uncertainty around tariff imposition weighed on investor mood even as inflation numbers came in cooler than expected. Consumer Sentiment came in pretty low.In fact, market sentiments have sent investors running for cover toward safe-haven assets like gold. All eyes are firmly set on the Fed’s March meeting on Wednesday, wherein the central bank will declare its policy moves. Currently, it is widely expected that the interest rate level will go untouched.Regardless of market conditions, we, here at Zacks, provide investors with unbiased guidance on how to beat the market. As usual, Zacks Research guided investors over the past three months with its time-tested methodologies. Given the prevailing market uncertainty, you may want to look at our feats to prepare better for your next action.Here are some of our key achievements:DRDGOLD and Life Time Group Surge Following Zacks Rank UpgradeShares of DRDGOLD Limited DRD have gained 45.1% (versus the S&P 500’s 6.6% decrease) since it was upgraded to a Zacks Rank #1 (Strong Buy) on January 22.Another stock, Life Time Group Holdings, Inc. LTH, which was also upgraded to a Zacks Rank #1 on January 20, has returned 3.9% (versus the S&P 500’s 5.8% decrease) since then.A hypothetical portfolio of Zacks Rank # 1 (Strong Buy) stocks returned -3.48% in January 2025 (through February 3rd) vs. -0.60% for the S&P 500 index and -2.75% for the equal-weight version of the indexThis portfolio returned +22.3% in 2024, vs. +28% for the S&P 500 index and +19.9% for the equal-weight version of the S&P 500 index. This hypothetical portfolio returned +20.63% in 2023 vs. +24.83% for the S&P 500 index and +15% for the equal-weight S&P 500 index. The portfolio of Zacks Rank #1 stocks is an equal-weight portfolio, while the S&P 500 index is a market-cap-weighted index that has been notably distorted by the concentrated performance of mega-cap stocks since late 2022. The Zacks Model Portfolio - consisting of Zacks Rank #1 stocks – has outperformed the S&P index by almost 13 percentage points since 1988 (through the end of January 2025, the Zacks # 1 Rank stocks generated an annualized average return of +23.9% since 1988 vs. +11.3% for the S&P 500 index).You can see the complete list of today’s Zacks Rank #1 stocks here >>>Check DRDGOLD’s historical EPS and Sales here>>>Check Life Time Group’s historical EPS and Sales here>>>Image Source: Zacks Investment ResearchZacks Recommendation Upgrades Mueller Water and Anavex Life SciencesShares of Mueller Water Products, Inc. MWA and Anavex Life Sciences Corp. AVXL have advanced 15.6% (versus the S&P 500’s 7.2% fall) and 2.4% (versus the S&P 500’s 5.8% fall) since their Zacks Recommendation was upgraded to Outperform on January 23 and January 20, respectively.While the Zacks Rank is our short-term rating system that is most effective over the one- to three-month holding horizon, the Zacks Recommendation aims to predict performance over the next 6 to 12 months. However, just like the Zacks Rank, the foundation for the Zacks Recommendation is trends in earnings estimate revisions.The Zacks Recommendation classifies stocks into three groups — Outperform, Neutral and Underperform. While these recommendations are determined quantitatively, our analysts have the flexibility to override them for the 1100+ stocks they closely follow based on their better judgment of factors such as valuation, industry conditions and management effectiveness than the quantitative model.To access our research reports with Zacks Recommendations for the 1100+ stocks we cover, click here>>>Zacks Focus List Stocks 3M Company, MPLX Shoot UpShares of 3M Company MMM, which belongs to the Zacks Focus List, have gained 17.5% over the past 12 weeks. The stock was added to the Focus List on June 29, 2023. Another Focus-List holding, MPLX LP MPLX, which was added to the portfolio on March 26, 2024, has returned 11.8% over the past 12 weeks. The S&P 500 has declined 6.5% over this period. The Focus List portfolio returned +0.87% this year through the end of February 2025 vs. +1.44% for the S&P 500 index and +2.87% for the equal-weight version of the index. The 50-stock Zacks Focus List portfolio returned +18.41% in 2024 vs. +25.04% for the S&P 500 index and +13% for the equal-weight S&P 500 index. The portfolio had returned +29.54% in 2023 vs. +26.28% for the S&P 500 index and +13.61% for the equal-weight S&P 500 index. In 2022, the portfolio returned  -15.2% vs. the S&P 500 index’s -17.96%. Since 2004, the Focus List portfolio has produced an annualized return of +11.63% (through the end of February 2025). This compares to a +10.37% annualized return for the S&P 500 index and +10.09% for the equal-weight version of the index in the same time period.Unlock all of our powerful research, tools and analysis, including the Focus List, Zacks #1 Rank List, Equity Research Reports, Zacks Earnings ESP Filter, Premium Screener and more, as part of Zacks Premium. Gain full access now >>Zacks ECAP Stocks Check Point & Cencora Make Significant GainsCheck Point Software Technologies Ltd. CHKP, a component of our Earnings Certain Admiral Portfolio (ECAP), has jumped 19.8% over the past 12 weeks. Cencora, Inc. COR has followed Check Point with 13.4% returns.The Zacks Earnings Certain Admiral Portfolio (ECAP), which consists of 30 concentrated, ultra-defensive, long-term Buy-and-Hold stocks, returned -6.29% in December 2024 vs. the S&P 500 index’s -2.41% return (SPY ETF). For the year 2024, the portfolio returned +16.26% vs. +24.89% for the S&P 500 index (SPY ETF). In 2023, the portfolio returned +12.17% vs. +26.28% for the S&P 500 index. The portfolio returned -4.7% in 2022 vs. the S&P 500 index’s -17.96%.With little to no turnover and annual rebalance periodicity, ECAP seeks to minimize capital loss by holding shares of companies whose earnings streams exhibit a proven 20+ year track record of surviving recessionary periods with minimal impact on aggregate earnings growth relative to the overall S&P 500.The ECAP and many other model portfolios are available as part of Zacks Advisor Tools, a cloud-based solution to access Zacks award-winning stock, mutual fund and ETF research. Click here to schedule a demo.Zacks ECDP Stocks Amgen and American Tower Outperform PeersAmgen Inc. AMGN, which is part of our Earnings Certain Dividend Portfolio (ECDP), has returned 18% over the past 12 weeks. Another ECDP stock, American Tower Corporation AMT, has climbed 9.1% over the same time frame. Of course, the inclination of investors toward quality dividend stocks to secure an income stream amid heightened market volatility contributed to this performance.Check Amgen's dividend history here>>>Check American Tower's dividend history here>>>With an extremely low beta and a history of minimum earnings variability over the last 20+ years, this 25-stock portfolio helps significantly mitigate risk.The Zacks Earnings Certain Dividend Portfolio (ECDP) returned -7.44% in December 2024 vs. the S&P 500 index’s -2.41% pullback and the Dividend Aristocrats ETF’s (NOBL) -6.72% decline. For the full-year 2024, the portfolio returned +6.95% vs. +24.89% for the S&P 500 index and +6.72% for NOBL. The portfolio returned -0.9% in 2023 vs. +26.28% for the S&P 500 index and +8.11% for NOBL. The portfolio returned -2.3% in 2022 vs. -17.96% for the S&P 500 index and -8.34% for NOBL.Click here to access this portfolio on Zacks Advisor Tools.  Zacks Top 10 Stock Stride Delivers Solid ReturnsStride, Inc. LRN, from the Zacks Top 10 Stocks for 2025, has jumped 16.8% year to date against the S&P 500 Index’s 3.9% decrease.The Top 10 portfolio returned -2.37% this year (through February 2025) vs. +1.44% for the S&P 500 index and +2.87% for the equal-weight version of the index. The Top 10 portfolio returned +62.98% in 2024, vs. +25.04% for the S&P 500 index and +13% for the equal-weight version of the index. The portfolio had returned +25.15% in 2023 vs. +26.28% for the S&P 500 index. Since 2012, the Top 10 portfolio has produced a cumulative return of +1948.35% through the end of February 2025 vs. +469.98% for the S&P 500 index and +364.63% for the equal-weight version of the index. The portfolio has produced an average return of +25.29% in the period 2012 through the end of February 2025, vs. +12.47% for the S&P 500 index and +10.32% for the equal-weight version of the index.Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is among the most innovative financial firms. With a fast-growing customer base (already 50+ million) and a diverse set of cutting edge solutions, this stock is poised for big gains. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report American Tower Corporation (AMT): Free Stock Analysis Report Amgen Inc. (AMGN): Free Stock Analysis Report 3M Company (MMM): Free Stock Analysis Report Check Point Software Technologies Ltd. (CHKP): Free Stock Analysis Report Cencora, Inc. (COR): Free Stock Analysis Report DRDGOLD Limited (DRD): Free Stock Analysis Report MPLX LP (MPLX): Free Stock Analysis Report MUELLER WATER PRODUCTS (MWA): Free Stock Analysis Report Stride, Inc. (LRN): Free Stock Analysis Report Anavex Life Sciences Corp. (AVXL): Free Stock Analysis Report Life Time Group Holdings, Inc. (LTH): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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Analysen zu Amgen Inc.

DatumRatingAnalyst
28.04.2021Amgen buyGoldman Sachs Group Inc.
28.04.2021Amgen NeutralJP Morgan Chase & Co.
05.03.2021Amgen buyGoldman Sachs Group Inc.
05.03.2021Amgen NeutralJP Morgan Chase & Co.
23.12.2020Amgen Sector PerformRBC Capital Markets
DatumRatingAnalyst
28.04.2021Amgen buyGoldman Sachs Group Inc.
05.03.2021Amgen buyGoldman Sachs Group Inc.
15.03.2019Amgen OutperformBMO Capital Markets
17.01.2019Amgen buyGoldman Sachs Group Inc.
08.12.2018Amgen buyGoldman Sachs Group Inc.
DatumRatingAnalyst
28.04.2021Amgen NeutralJP Morgan Chase & Co.
05.03.2021Amgen NeutralJP Morgan Chase & Co.
23.12.2020Amgen Sector PerformRBC Capital Markets
29.07.2020Amgen NeutralJP Morgan Chase & Co.
25.01.2020Amgen NeutralJP Morgan Chase & Co.
DatumRatingAnalyst
15.11.2012Amgen verkaufenHamburger Sparkasse AG (Haspa)
31.07.2012Amgen verkaufenHamburger Sparkasse AG (Haspa)
01.02.2012Amgen verkaufenHamburger Sparkasse AG (Haspa)
20.12.2011Amgen verkaufenHamburger Sparkasse AG (Haspa)
30.07.2008Amgen UpgradeIndependent Research GmbH

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