For those looking to find strong Consumer Discretionary stocks, it is prudent to search for companies in the group that are outperforming their peers. Fox Corporation (FOX) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Consumer Discretionary sector should help us answer this question.Fox Corporation is one of 255 companies in th ...

After staging a strong comeback from the lows hit in early April, Wall Street has been experiencing volatile trading again in recent weeks. Growing uncertainty around the new U.S. administration’s economic tariffs continues to weigh on investor sentiment. In such a scenario, investors should shift their focus to products that provide stability and safety in a rocky market. And nothing seems better than dividend investing, which offers income and stability. Though dividend stocks do not offer dramatic price ...

Core Viewpoint - Copper Fox Metals Inc. is progressing with the permitting process for its maiden drilling program at the Mineral Mountain porphyry copper property in Arizona, with a positive environmental review indicating no significant impact on the local environment [1][3][6]. Project Details - The Mineral Mountain project spans 2,692.4 hectares and features a 3.0 km by 1.0 km zone of gold-enriched porphyry copper mineralization, associated with a 3.2 km by 1.2 km buried chargeability anomaly [1][4]. - The geological setting includes porphyritic granodiorite and quartz monzonite, with a central core of potassic alteration surrounded by sericitic-chlorite alteration [4]. Permitting Process - The BLM Field Manager approved the Plan of Operation on May 15, 2025, following a 30-day public review period that concluded with no substantive comments [3][6]. - The company is currently working with bonding agencies to establish the required reclamation bond as mandated by the BLM [3][6]. Company Overview - Copper Fox is a Tier 1 Canadian resource company focused on copper exploration and development, with projects in both Canada and the United States [5]. - The company holds 100% ownership of several projects, including the Van Dyke ISCR project and the Mineral Mountain project, and has a 25% interest in the Schaft Creek Joint Venture with Teck Resources [5].

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Fox (FOXA) identified as a strong candidate due to its favorable growth metrics and Zacks Rank [2][10]. Group 1: Earnings Growth - Fox's historical EPS growth rate stands at 9.9%, but projected EPS growth for the current year is expected to be 31.7%, significantly surpassing the industry average of 27.7% [4]. - Double-digit earnings growth is a key indicator of strong prospects and potential stock price gains for growth investors [3]. Group 2: Asset Utilization - Fox has an asset utilization ratio (sales-to-total-assets ratio) of 0.71, indicating that the company generates $0.71 in sales for every dollar of assets, outperforming the industry average of 0.52 [5]. Group 3: Sales Growth - The company's sales are projected to grow by 15.2% this year, in stark contrast to the industry average, which is expected to remain at 0% [6]. Group 4: Earnings Estimate Revisions - The Zacks Consensus Estimate for Fox's current-year earnings has increased by 2.1% over the past month, indicating a positive trend in earnings estimate revisions [8]. - A positive trend in earnings estimate revisions is strongly correlated with near-term stock price movements, suggesting potential for price appreciation [7]. Group 5: Overall Assessment - Fox has achieved a Growth Score of B and a Zacks Rank of 2 (Buy), reflecting its strong growth potential and positive earnings estimate revisions, making it a solid choice for growth investors [10].

Core Viewpoint - Investors are seeking growth stocks that can deliver above-average growth and exceptional returns, but identifying such stocks is challenging due to their inherent risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system helps identify cutting-edge growth stocks by analyzing real growth prospects beyond traditional attributes [2] - Fox Corporation (FOX) is currently recommended due to its favorable Growth Score and top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth indicating strong prospects [3] - Fox's historical EPS growth rate is 9.9%, but projected EPS growth for this year is 32.3%, surpassing the industry average of 27.7% [4] Group 3: Asset Utilization - The asset utilization ratio (sales-to-total-assets ratio) is an important metric for growth stocks, indicating efficiency in generating sales [5] - Fox has an S/TA ratio of 0.71, outperforming the industry average of 0.52, indicating better asset utilization [5] Group 4: Sales Growth - Sales growth is another key indicator, with Fox expected to achieve a sales growth of 15.3% this year, compared to the industry average of 0% [6] Group 5: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements [7] - The current-year earnings estimates for Fox have been revised upward, with a 1% increase in the Zacks Consensus Estimate over the past month [8] Group 6: Overall Assessment - Fox has earned a Growth Score of B and a Zacks Rank 1 due to positive earnings estimate revisions, indicating it is a potential outperformer for growth investors [10]

Company Overview - GoDaddy has evolved from a domain registration business to a comprehensive service provider for micro businesses, offering IT services that enhance efficiency and competitiveness [22][23]. - The company has reported a 17% sales growth in its applications and commerce segment, which now constitutes about one-third of its revenue [22]. Capital Allocation Strategy - GoDaddy has executed a stock repurchase program, buying back $4 billion worth of stock since 2022, which has reduced its fully diluted share count by 25% [27]. - The company has a new $3 billion stock repurchase authorization plan, reflecting its commitment to returning value to shareholders through buybacks rather than dividends [27]. Financial Performance - Since its IPO, GoDaddy has outperformed the S&P 500 with a compound annual growth rate (CAGR) of 25%, compared to the S&P 500's 12% and Nasdaq's 16% [28]. - The company has expanded its normalized EBITDA margins by 900 basis points over five years while maintaining a CAGR of 20% in free cash flow per share [27]. Market Position and Growth - GoDaddy's business model focuses on maximizing free cash flow per share, which is considered its "North Star" [28][29]. - The company has a strong customer retention rate, with 90% of its revenue coming from existing customers, indicating a durable and predictable business model [29]. Competitive Differentiation - GoDaddy differentiates itself from competitors like Shopify by offering a seamless experience that combines multiple functionalities into one application, making it easier for micro businesses to manage their operations [26]. - The company emphasizes cost-effectiveness and efficiency, allowing customers to set up their businesses quickly and manage them with minimal complexity [26].

Core Insights - Three stocks are highlighted with a strong buy rank and favorable value characteristics for investors to consider on May 15th [1][2][3] Group 1: Intercorp Financial Services (IFS) - Intercorp Financial Services provides financial products and services and has a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for its current year earnings has increased by 1.4% over the last 60 days [1] - The company has a price-to-earnings ratio (P/E) of 8.28, significantly lower than the S&P's 22.56, and possesses a Value Score of B [1] Group 2: Fox (FOX) - Fox produces and distributes news, sports, and entertainment content and also carries a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 3.6% over the last 60 days [2] - The company has a price-to-earnings ratio (P/E) of 11.05, compared to the S&P's 22.56, and possesses a Value Score of B [2] Group 3: Pan American Silver (PAAS) - Pan American Silver is a mining company focused exclusively on silver and holds a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 10.7% over the last 60 days [3] - The company has a price-to-earnings ratio (P/E) of 16.80, lower than the S&P's 22.56, and possesses a Value Score of B [3]

Summary of Fox Corporation 2025 Conference Call Company Overview - **Company**: Fox Corporation (FOX) - **Date of Conference**: May 14, 2025 Key Industry Insights - **Advertising Performance**: Strong performance in advertising driven by major events like the Super Bowl and elections, with national advertising particularly robust. [4][36] - **Affiliate Revenue**: 25% of the affiliate revenue was booked during fiscal year 2025, indicating strong demand. [4][5] - **Direct-to-Consumer (D2C) Strategy**: Launch of Fox One, a D2C platform, aimed at addressing the cordless market while respecting existing pay TV relationships. [10][13][19] Core Company Strategies - **Focus on Live Events**: The company continues to prioritize live news and sports, which are key revenue drivers. [9][28] - **Capital Allocation**: Emphasis on disciplined capital allocation, including organic investments, M&A, and returning capital to shareholders. [6][75] - **Tubi's Growth**: Tubi has shown significant growth, with revenues up 35% and 97 million monthly active users, primarily targeting the cordless market. [45][46] Financial Performance - **Advertising Trends**: National advertising pricing is up high single digits compared to the previous year, with local advertising showing mixed results. [36][38] - **Fox News Viewership**: Record viewership for Fox News, with significant advertising gains attributed to high engagement. [54][56] - **Free Cash Flow**: Strong free cash flow generation, with $600 million of debt repaid recently, positioning the company for future growth. [73][75] Future Outlook - **Skinny Bundles**: The company is optimistic about the potential of skinny bundles to attract new subscribers and mitigate declines in traditional pay TV. [30][32] - **Sports Rights**: Fox holds significant sports broadcasting rights for several years, providing a competitive edge against new digital entrants like Netflix and Amazon. [61][63] - **Tubi's Role**: Tubi is expected to serve as a marketing platform for Fox One, leveraging its user base to drive subscriptions. [46][50] Additional Considerations - **Valuation Concerns**: There is frustration regarding the market's valuation of Tubi and other hidden assets within the company. [84] - **Wagering Assets**: The company holds valuable wagering assets, including an 18.6% stake in DraftKings, which are not fully reflected in the stock's value. [70][71] - **Content Strategy**: A balanced approach to content spending, focusing on both scripted and non-scripted programming, is maintained. [81][82] Conclusion Fox Corporation is positioned for continued growth through its focus on live events, strategic capital allocation, and leveraging its digital platforms like Tubi and Fox One. The company remains optimistic about its advertising revenue and the potential of new market strategies to enhance its competitive position.

Group 1 - Fox Corporation reported a significant revenue increase of 27% year-over-year, reaching $4.37 billion [1] - The adjusted earnings per share (EPS) for the quarter was $1.10, which exceeded market expectations by a substantial margin [1] - The strong performance in revenue and EPS indicates a positive trend for the company, marking one of its most notable quarters in recent years [1]

Core Insights - Fox is launching a new subscription-based streaming service called "Fox One" before the fall American football season to expand its audience beyond cable television [1] - The company reported quarterly profit and revenue that exceeded Wall Street expectations, driven by a significant increase in advertising revenue from the broadcast of "Super Bowl LIX" [2][6] - Fox's advertising revenue surged by 65% to $2.04 billion, surpassing estimates, while total revenue rose 27% to $4.37 billion [8] Streaming Strategy - Fox has primarily focused on ad revenue from its free Tubi streaming service, which has approximately 97 million monthly active users, rather than competing directly in the streaming race [3] - The company plans to partner with other distributors and services for Fox One, potentially offering bundled deals to reduce subscriber churn [3][9] - CEO Lachlan Murdoch emphasized that the pricing for Fox One will be healthy and will not undercut cable subscribers [4] Advertising Performance - The broadcast of the Super Bowl attracted an estimated 127.7 million viewers, marking the largest audience in TV history for a single-network telecast [5][9] - Advertisers paid up to $8 million for 30 seconds of commercial time during the Super Bowl, reflecting the high demand for advertising on Fox's platforms [5]