Core Insights - The article emphasizes that investors do not necessarily need to focus solely on tech-oriented growth stocks to achieve market-beating returns, as value stocks can also provide compelling returns when purchased at the right time [2]. Group 1: Investment Focus - iREIT+HOYA Capital is highlighted as a premier income-focused investing service that targets income-producing asset classes, aiming for sustainable portfolio income, diversification, and inflation hedging [1][2]. - The investment group offers high-yield, dividend growth ideas, focusing on defensive stocks with a medium- to long-term investment horizon [2]. - The portfolios provided by iREIT+HOYA Capital target dividend yields of up to 10%, covering various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2].

Core Insights - Rogers Communications Inc. is recognized as one of the top telecom stocks to invest in, with TD Cowen reaffirming a Buy rating and a price target of $64, highlighting the potential value in the company's sports assets [1] Financial Performance - In Q3 2025, Rogers Communications reported revenues of C$5.34 billion, marking a 4% increase year-over-year, with services revenue also up by 4% to C$4.7 billion [3] Sports Asset Valuation - The gross valuation of Rogers Communications' sports teams is estimated at $13.9 billion, which includes full ownership of the Blue Jays and 75% ownership of MLSE. After accounting for a 25% holding company/tax reduction, the adjusted value is approximately $10.5 billion [2]

Core Insights - Snap-on Incorporated's growth strategy focuses on strengthening its franchise network, deepening relationships with repair shop owners and managers, and expanding its presence in critical industries across emerging markets [1][9] Group 1: Growth Strategy and Operational Efficiency - The company is committed to disciplined strategic principles, including the Rapid Continuous Improvement (RCI) process, aimed at enhancing organizational effectiveness, minimizing costs, and boosting sales and margins [2][9] - Snap-on's business trends have shown robustness, with the RCI initiative contributing to continuous productivity and process improvements [2] Group 2: Product Innovation and Market Position - New models introduced by Snap-on feature advanced drivetrains, motor configurations, and high-tech electrical systems that support driver-assisted vehicle autonomy [3] - The company is advancing growth with innovative tools, such as the heavy-duty cordless torque multiplier, CTM 800, which has been expanding in torque [4][9] Group 3: Market Resilience and Future Outlook - Management expects Snap-on's markets and operations to demonstrate considerable resilience against uncertainties, anticipating continued progress in the automotive repair sector and expansion across geographies [5] - The company is poised for growth, with strengths likely to bolster sales and profits in the future [5] Group 4: Financial Performance and Valuation - Snap-on's shares have gained 13.5% over the past six months, slightly outperforming the industry's growth of 13.2% [6] - The company trades at a forward price-to-earnings ratio of 17.49X, which is comparable to the industry average of 17.52X [7] Group 5: Earnings Estimates - The Zacks Consensus Estimate for Snap-on's 2025 earnings indicates a year-over-year drop of 2%, while the estimate for 2026 implies a rise of 5.7% [10] - Current estimates for Snap-on's earnings per share (EPS) for 2025 and 2026 have remained stable over the past 30 days [10]

Company Overview - Rogers Communications Inc. is one of Canada's largest diversified media and telecom companies, offering a broad range of services to consumers and businesses [5] Financial Performance - For the third quarter of 2025, Rogers Communications reported revenue of C$5.34 billion, representing a 4% increase from the previous year [3] - Services revenue also increased by 4% year-over-year, amounting to C$4.7 billion [3] Operational Achievements - The company launched Rogers Satellite, providing Canadians with three times more geographic coverage than any other carrier [4] - 5G service was activated across 4,650 meters of tunnels in the Toronto Transit Commission subway system [4] - Rogers partnered with the federal government to launch the Connected Robotics Living Lab, focusing on research in 5G and AI [4] - The rollout of next-generation WiFi 7 technology continued across the country [4] Market Outlook - Morgan Stanley raised its price target for Rogers Communications to C$50 from C$46 while maintaining an Underweight rating on the shares [2]

Core Insights - Rogers has launched Amazon Luna on its Xfinity platform, enabling cloud gaming without the need for consoles or downloads, catering to the growing gaming market in Canada where over 70% of Canadians engage in video gaming [1][2]. Company Overview - Rogers Communications Inc. is a leading communications and entertainment company in Canada, publicly traded on the Toronto Stock Exchange and the New York Stock Exchange [6]. Product Offering - The integration of Amazon Luna allows Rogers Xfinity customers to access over 100 cloud-based games directly from their devices, with Prime members having access to more than 50 top games including popular titles like Hogwarts Legacy [3][4]. - The gaming experience is enhanced by the ability to use voice commands through the Xfinity remote, and players can utilize any major Bluetooth-enabled controller or the Amazon Luna Controller [4]. User Experience - Rogers Xfinity provides a comprehensive entertainment experience by combining cloud gaming with live TV, on-demand content, and streaming apps in a single interface, leveraging Comcast's Entertainment OS platform [5].

Core Insights - Rogers has launched Amazon Luna on its Xfinity platform, enabling cloud gaming without the need for consoles or downloads, catering to the growing gaming market in Canada where over 70% of the population engages in video gaming [1][5]. Group 1: Product Offering - Amazon Luna allows Rogers Xfinity customers to access over 100 cloud-based games directly from their devices, with Prime members having access to more than 50 top games including titles like Hogwarts Legacy and Indiana Jones and the Great Circle [2]. - The service can be activated using voice commands through the Rogers Xfinity remote, and players can utilize any major Bluetooth-enabled controller or the Amazon Luna Controller for gameplay [3]. Group 2: User Experience - Rogers Xfinity, powered by Comcast's Entertainment OS, provides a seamless experience by integrating cloud gaming with live TV, on-demand content, free channels, and streaming apps within a single interface [4]. - The platform is designed to be user-friendly, allowing customers to easily navigate and enjoy a variety of entertainment options [4].

Core Insights - The Rogers Charity Classic raised a record-breaking $26.6 million in 2025, bringing the total funds raised since its inception to $164.3 million to support children's charities across Alberta [1][6]. Group 1: Fundraising Efforts - The 2025 fundraising efforts were initiated with a $1 million donation from Rogers to the Rogers Birdies for Kids program, which supports thousands of youth in Alberta [2]. - Each of the 316 participating charities receives 100% of all donations collected on their behalf, along with up to 50% in matched funding from the Rogers Charity Classic [2]. Group 2: Community Impact - The event emphasizes the importance of community generosity, as highlighted by Gary Hart, President and CEO of AltaLink, who noted the positive impact on youth-based charities across Alberta [3]. - Bethany Ross, Executive Director of Brown Bagging for Calgary's Kids, expressed gratitude for the contributions that help thousands of children access nutritious food, impacting classrooms and communities [4]. Group 3: Event Details - The 2026 Rogers Charity Classic is scheduled to take place from August 17 to 23, 2026, at Canyon Meadows Golf and Country Club in Calgary [4]. - The tournament features top names from the PGA TOUR Champions competing for a prize pool of US $2.5 million in a three-round, 54-hole stroke-play format [6].

Core Insights - The Rogers Charity Classic raised a record-breaking $26.6 million in 2025, bringing the total funds raised since its inception to $164.3 million to support children's charities across Alberta [1][6]. Group 1: Fundraising Efforts - The 2025 fundraising efforts were initiated with a $1 million donation from Rogers to the Rogers Birdies for Kids program, which supports thousands of youth in Alberta [2]. - Each of the 316 participating charities receives 100% of all donations collected on their behalf, along with up to 50% in matched funding from the Rogers Charity Classic [2]. Group 2: Community Impact - The event emphasizes the importance of community generosity, as highlighted by Gary Hart, President and CEO of AltaLink, who noted the positive impact on youth-based charities across Alberta [3]. - Bethany Ross, Executive Director of Brown Bagging for Calgary's Kids, expressed gratitude for the contributions that help thousands of children access nutritious food, impacting classrooms and communities [4]. Group 3: Event Details - The 2026 Rogers Charity Classic is scheduled to take place from August 17 to 23, 2026, at Canyon Meadows Golf and Country Club in Calgary [4]. - The tournament features top names from the PGA TOUR Champions competing for a prize pool of US $2.5 million in a three-round, 54-hole stroke-play format [6].

Industry Overview - The Zacks Diversified Communication Services industry is facing shrinking profit margins due to high capital expenditures for 5G infrastructure, unpredictable raw material prices, supply-chain disruptions, and intense market volatility [1][4] - The industry comprises firms providing a wide array of communication services, including wireless, wireline, and Internet services to both businesses and consumers [3] Current Challenges - The industry is experiencing high raw material prices and a shortage of chips, which are essential for telecom equipment, affecting operational schedules and profitability [4] - Short-term profitability is compromised as companies invest heavily in upgrading networks to meet the growing demand for data and video services [5] - Demand erosion is evident as customers switch to lower-priced alternatives, leading to a decline in traditional telephony services and overall network access revenues [6] Future Prospects - Despite current challenges, the industry is expected to benefit from an accelerated rollout of 5G technology and increased fiber densification in the long run [1] - Companies are focusing on providing customized services to small and mid-sized businesses (SMBs) to improve profitability and adapt to technological advancements [7] Market Performance - The Zacks Diversified Communication Services industry has underperformed compared to the S&P 500 and the broader Zacks Utilities sector over the past year, with a growth of only 5.8% compared to 16.1% and 16.8% respectively [10] - The industry currently trades at a trailing 12-month EV/EBITDA of 13.37X, below the S&P 500's 18.65X and the sector's 15.91X [13] Notable Companies - **Telefónica, S.A. (TEF)**: The company has launched 5G+ in multiple countries and has seen significant upward revisions in earnings estimates, with a Zacks Rank of 2 (Buy) [16] - **Rogers Communications Inc. (RCI)**: The company has introduced a new satellite-to-mobile service, expanding its connectivity footprint, and has a Zacks Rank of 3 (Hold) [19][20] - **Lumen Technologies, Inc. (LUMN)**: Focused on cloudifying telecom services, Lumen has seen a significant upward revision in earnings estimates and has a Zacks Rank of 2 (Buy) [23]

Core Viewpoint - RCI Hospitality Holdings, Inc. has announced a leadership change with Travis Reese appointed as Interim President and CEO and Albert Molina as Interim CFO following the resignation of Eric Langan and Bradley Chhay [1] Group 1: Leadership Changes - Travis Reese has been named Interim President and CEO of RCI Hospitality Holdings, Inc. [1] - Albert Molina has been appointed as Interim CFO [1] - Eric Langan has stepped down from his roles as President and CEO, while Bradley Chhay has resigned as CFO [1] Group 2: Continued Involvement of Former Executives - Eric Langan will remain on the board and continue to be employed by the company, providing advice on strategic corporate transactions [1] - Langan's focus will include identifying potential acquisition targets and negotiating related deals [1]