Core Insights - The law school application boom remains strong, with no signs of decline according to a recent survey conducted by Kaplan [1] Group 1 - The survey indicates a continued increase in law school applications, reflecting a robust interest in legal education [1]

Core Insights - Oroco Resource Corp. is hosting a live virtual Town Hall to update stakeholders on the Santo Tomás Copper Project, focusing on management, permitting progress, community engagement, and next steps [1][2] Project Overview - The company holds an 85.5% interest in the Core Concessions of the Santo Tomás Project, covering 1,173 hectares, and an 80% interest in an additional 4,948 hectares, totaling 6,121 hectares [3] - The project is located in northwestern Mexico, near the Jinchuan Group's Bahuerachi Project, approximately 14 km away, and has significant copper porphyry mineralization identified through prior exploration from 1968 to 1994 [3] - Oroco's Phase 1 drill program commenced in 2021, resulting in 48,481 meters drilled across 76 diamond drill holes [3] Recent Developments - A revised Mineral Resource Estimate (MRE) and updated Preliminary Economic Assessment (PEA) were published in August 2024, available on the company's website and SEDAR+ [4] - The project is strategically located 170 km from the Pacific deep-water port at Topolobampo, with access via highway and rail, and a 32 km access road originally built for Goldcorp's El Sauzal Mine [5]

Core Points - Graham Holdings Company declared a regular quarterly dividend of $1.80 per share [1] - The dividend is payable on November 6, 2025 [1] - Shareholders of record must be noted by October 16, 2025 [1]

Group 1 - Graham (GHM) is currently outperforming the Industrial Products sector with a year-to-date return of 10.1%, compared to the sector's average gain of 7.5% [4] - The Zacks Rank for Graham is 1 (Strong Buy), indicating strong analyst sentiment and an improving earnings outlook, with a 20.3% increase in the consensus estimate for full-year earnings over the past quarter [3] - Graham is part of the Manufacturing - General Industrial industry, which ranks 35 in the Zacks Industry Rank, and has outperformed the average industry gain of 8.2% this year [6] Group 2 - Gates Industrial (GTES) is another stock in the Industrial Products sector that has outperformed, with a year-to-date return of 24.4% [4] - Gates Industrial also holds a Zacks Rank of 1 (Strong Buy), with a 5.6% increase in the consensus EPS estimate for the current year over the past three months [5]

Group 1: Costco Overview - Costco is a strong business with a high customer retention rate of approximately 90%, generating a stable income stream from membership fees [4] - In fiscal Q3 2025, Costco's same-store sales increased by 5.7%, with store traffic up by 5.2%, indicating customer satisfaction [5] - Costco's valuation metrics, including price-to-sales, price-to-earnings, and price-to-book ratios, are significantly above their five-year averages, suggesting it may be overvalued [6][8] Group 2: Investment Comparison - PepsiCo is currently viewed as a more attractive investment option, with a dividend yield of 3.8%, which is near its historical highs, and its price-to-sales and price-to-book ratios below their five-year averages [9] - Despite facing near-term challenges, PepsiCo has a strong history of growth and is recognized as a well-managed company in the consumer staples sector [10][12] - The current market conditions have led to PepsiCo's stock being undervalued, presenting a potential buying opportunity for long-term investors [13][14]

Group 1 - The article highlights Paul Franke's extensive experience in trading and investment, emphasizing his successful track record as a stock picker and his development of a system called "Victory Formation" for identifying investment opportunities [1] - Franke's investment strategy includes a contrarian stock selection style, focusing on supply and demand imbalances indicated by stock price and volume movements [1] - The "Bottom Fishing Club" articles are dedicated to identifying deep value stocks or those showing significant positive technical momentum reversals [1] Group 2 - Franke recommends a diversified investment approach, suggesting that investors hold at least 50 well-positioned stocks to achieve consistent outperformance in the stock market [1] - The "Volume Breakout Report" articles discuss stocks that are experiencing positive trend changes supported by strong trading volume and price action [1]

Core Points - Gray Media and Graham Media Group's joint fundraiser, Together for Texas, has raised over $1,104,000 for communities affected by flooding in Central Texas and the Hill Country [1] - The campaign was launched in response to the flooding on July 4, with Gray stations in 113 markets and Graham Media Group's KSAT and KPRC encouraging donations for The Salvation Army's relief efforts [1][2] - Donations are being used to provide essential supplies such as food, water, and emotional support, as well as recovery needs like clean-up supplies and assistance for small businesses [3][4] Company Overview - Gray Media, Inc. is the largest owner of local television stations in the U.S., reaching approximately 37% of U.S. television households across 113 markets [6] - The company operates 78 markets with top-rated television stations and has the largest Telemundo Affiliate group with 44 markets [6] - Graham Media Group consists of seven local media outlets and offers a range of digital media tools and advertising solutions, operating in multiple states [7]

Core Viewpoint - Graham reported a significant improvement in profitability for Q1 FY2026, with non-GAAP EPS of $0.45 exceeding analyst estimates, but GAAP revenue fell short of expectations at $55.5 million [1][2]. Financial Performance - Non-GAAP EPS increased by 36% year-over-year, from $0.33 in Q1 FY2025 to $0.45 in Q1 FY2026 [2][6]. - GAAP revenue was $55.5 million, which was below the expected $63.4 million, despite an 11% year-over-year increase [2][5]. - Gross margin improved to 26.5%, up 1.7 percentage points from the previous year, while operating margin rose to 8.9% compared to 6.5% in Q1 FY2025 [2][5]. - Adjusted EBITDA climbed 33% to $6.8 million [2][6]. Orders and Backlog - The total order figure reached $125.9 million, more than doubling compared to the same quarter last year, resulting in a record book-to-bill ratio of 2.3x [7][11]. - Backlog increased by 22% year-over-year to $482.9 million, with approximately 87% tied to Defense projects [7][11]. Business Strategy - Graham focuses on expanding into new markets, innovation, and deepening ties to U.S. defense programs while maintaining financial discipline [4][3]. - The integration of P3 Technologies has enhanced capabilities in turbomachinery, allowing for novel project pursuits [12]. Future Guidance - The company maintains its FY2026 guidance, projecting net sales between $225 million and $235 million and adjusted EBITDA of $22 million to $28 million [14]. - Capital expenditures for FY2026 are planned between $15 million and $18 million, targeting 8-10% annual organic revenue growth [14].

Company Performance - Graham reported quarterly earnings of $0.45 per share, exceeding the Zacks Consensus Estimate of $0.25 per share, and up from $0.33 per share a year ago, representing an earnings surprise of +80.00% [1] - The company achieved revenues of $55.49 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.57% and increasing from $49.95 million year-over-year [2] - Over the last four quarters, Graham has consistently surpassed consensus EPS estimates and topped revenue estimates three times [2] Stock Movement and Outlook - Graham shares have increased approximately 29.1% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.6% [3] - The future performance of Graham's stock will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.32 on revenues of $58.6 million, and for the current fiscal year, it is $1.23 on revenues of $230.3 million [7] Industry Context - The Manufacturing - General Industrial industry, to which Graham belongs, is currently ranked in the top 16% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Graham's stock performance [5][6]

Core Insights - Graham Holdings is described as a diversified company with multiple business segments including Education, Broadcasting, Healthcare, Manufacturing, and Restaurants [1] Group 1: Business Segments - The Education segment includes Kaplan, which is a significant part of the company's operations [1] - Broadcasting operations consist of 7 TV stations, contributing to the company's media presence [1] - The Healthcare division is represented by Graham Healthcare Group, indicating a focus on health services [1] - Manufacturing includes brands such as Dekko and Hoover, showcasing the company's involvement in consumer goods [1] - The company also operates a restaurant, further diversifying its business portfolio [1]