Monty Rakusen Texas Instruments (NASDAQ:TXN) is the oldest position in my stock portfolio, having owned it since mid-2020. Over the last five years, the company has not really impressed investors, matching the S&P 500 in total return, while the iShares Semiconductor Index (SOXX) more than doubled its performance (however, with higher volatility). TIs management scheduled an off-cycle capital management presentation last week (20th August 2024) to address a few key issues investors had with the company in re ...

First Commonwealth Financial (FCF) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked ...

Group 1: KT (Telecommunication Services) - KT is a telecommunication services company providing mobile telecommunications, telephone services, fixed-line, and VoIP services [1] - The Zacks Consensus Estimate for KT's current year earnings has increased by 3.9% over the last 60 days [1] - KT has a Zacks Rank of 1 (Strong Buy) and a dividend yield of 4.2%, compared to the industry average of 2% [1] Group 2: First Commonwealth Financial (FCF) - First Commonwealth Financial is a bank holding company offering personal financial planning, financial services, and insurance products [2] - The Zacks Consensus Estimate for FCF's current year earnings has increased nearly 4.4% over the last 60 days [2] - FCF has a Zacks Rank of 1 and a dividend yield of 3.2%, compared to the industry average of 2.9% [2] Group 3: Seagate Technology (STX) - Seagate Technology is a leading provider of data storage technology and infrastructure solutions [3] - The Zacks Consensus Estimate for Seagate's current year earnings has increased nearly 30.2% over the last 60 days [3] - Seagate has a Zacks Rank of 1 and a dividend yield of 2.8%, compared to the industry average of 0.0% [3]

Monty Rakusen/DigitalVision via Getty Images Summary Following my coverage of Pactiv Evergreen (NASDAQ:PTVE) in Mar'24, which I recommended a buy rating due to its strong execution in improving its cost structure and the attractive FCF yield, this post is to provide an update on my thoughts on the business and stock. I believe the current share price provides investors with another attractive entry point (>10% FY25 FCF yield). I agree that the near-term outlook is bad, but if we take a step back, the long-t ...

E t F F V II I ogichobanov lf you are worried about the possibility of sudden, overnight changes in the supply of crude oil from the Middle East, how can you hedge a portfolio against the outler chance oil inflation is about to take off in the conomy? Well, with rising odds Iran could soon ereate trouble in the Persian Gulf area of the world as retaliation for Isra attacks in the region, you need to look for oil/gas producing assets as far away from military conflict as you can. The farthest and safest poin ...

Robert Way JD.com (NASDAQ:JD) (OTCPK:JDCMF) is among so many Chinese stocks that have struggled for much of the past three and a half years, despite a sizable rally that occurred from this past January through mid-May. The rise stalled, however, and investors quickly sold tech and consumer-related China stocks right toward the tail-end of the Q1 reporting season. Today, we are in the later innings of Q2's earnings period. I see the potential for a rebound in shares of JD, while it remains an unknown as to w ...

Accelerated bookings growth, driven by key product initiatives, and FCF margin expansion in Q2 builds momentum for 2H Meaningful bookings growth acceleration with total bookings of $458.4 million, up 15% y/y, as a result of strong Wix Studio uptake, benefits from growing AI capabilities and commerce platform expansion as well as positive response to the price increase implemented earlier this year Bookings growth accelerated across both Self Creators and Partners Continue to expect bookings growth accelerat ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Even though momentum is a popular stock cha ...

Laser1987/iStock Editorial via Getty Images Investment Thesis Despite the recent broad-based market pullback, AT&T Inc. (NYSE:T) has seen its stock trend higher over the past 12 months, with a positive price reaction following its mixed post-2Q earnings. Although its growth outlook remains muted, and it missed the 2Q revenue consensus, investors are more focused on the company's margins and FCF trajectory. AT&T has significantly improved its FCF profile in recent quarters due to a significant drop in vendor ...

Forward-looking statements speak only as of the date on which they are made. First Commonwealth undertakes no obligation to update any forward-looking statements to reflect circumstances or events that occur after the date the forward-looking statements are made. 2Q 2024 Earnings Release Webcast Presentation | --- | --- | --- | |--------------------------------------------|-------|-------------------------------------------------------------------------------------------------------------------------------- ...