These Homebuilder Stocks Get a Boost Following Report of Plan to Build 'Trump Homes'
Investopedia· 2026-02-04 18:46
-- These Homebuilder Stocks Get a Boost Following Report of Plan to Build 'Trump Homes' [S&P 500, Nasdaq Drop as Tech Stocks Tumble][AMD's Stock Sinks Despite Solid Earnings][Trump Signs Bill Reopening Government][Where Are Gold and Silver Prices Headed Next?]- Top StoriesThe U.S. is estimated to have a shortage of several million homes.I RYU / VCG / Getty ImagesClose### Key Takeaways- A "Trump homes" proposal could see hundreds of thousands of new homes built for a rent-to-own program, Bloomberg reported.- ...
Dip-buyers go missing as software selloff slams stocks
Reuters· 2026-02-04 18:44
The software sector's deepening selloff on Wednesday failed to lure bargain hunters, with the dip-buying reflex that has rescued countless tech routs conspicuously absent. ...
From AI Darlings To Bargains: 5 Tech Stocks Near Covid-Era Valuations
Benzinga· 2026-02-04 18:44
Wall Street spent 2024 worshiping artificial intelligence. In 2026, reality has set in. The S&P 500 is still steady, but software stocks have broken away to the downside in a move that feels less like routine rotation and more like genuine panic — the kind of selloff that usually creates bargains, not last rites.Software P/E CompressionAccording to Liz Thomas, Head of Investment Strategy at SoFi Technologies Inc (NASDAQ:SOFI) , software's forward 12-month P/E has collapsed from 33.1x to 23.2x — a 30% contra ...
NNN REIT's BBB+ Rating: One Notch Lower, But The 10.7-Year Debt Maturity Changes Everything
Seeking Alpha· 2026-02-04 18:44
Dividend Forensics Bureau is an independent market researcher specializing in quantitative credit risk assessment and regulatory framework analysis. My approach prioritizes objective data over traditional institutional narratives, focusing on how structural shifts—like the 2025 NAIC regulatory changes—impact market liquidity and forced selling mechanics. I specialize in identifying "mechanical triggers" in the fixed-income market, particularly the transition of$BBB- rated securities. By utilizing advanced d ...
UPCOMING DEADLINE: Faruqi & Faruqi, LLP Reminds F5 (FFIV) Investors of the Pending Class Action Lawsuit Deadline on February 17, 2026
TMX Newsfile· 2026-02-04 18:44
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses in F5 to Contact Him Directly to Discuss Their OptionsIf you purchased or acquired securities in F5 between October 28, 2024 and October 27, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information]New York, New York--(Newsfile Corp. - February 4, 2026) - Far ...
Colgate-Palmolive: Still A Buy As The 2030 Growth Strategy Begins (NYSE:CL)
Seeking Alpha· 2026-02-04 18:43
I've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortabl ...
Colgate-Palmolive: Still A Buy As The 2030 Growth Strategy Begins
Seeking Alpha· 2026-02-04 18:43
I've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortabl ...
AMD fundamentals praised by analysts after Q4 report sparks sell-off
Proactiveinvestors NA· 2026-02-04 18:42
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Utah Medical's Q4 Earnings Hurt by OEM Decline, Fall Y/Y
ZACKS· 2026-02-04 18:40
Shares of Utah Medical Products, Inc. (UTMD) have gained 2% since the company reported its fourth-quarter and full-year 2025 earnings. This outpaced the S&P 500 index’s modest 0.2% growth over the same period. Over the past month, UTMD shares have climbed 7.6%, significantly outperforming the S&P 500’s 1.5% increase.For the quarter ended Dec. 31, 2025, Utah Medical reported earnings per share (EPS) of 80.2 cents, which dropped 6.3% from 85.7 cents in the year-ago quarter. The year-over-year decline in EPS w ...
Should Celestica Be in Your Portfolio Post Strong Q4 Earnings?
ZACKS· 2026-02-04 18:40
Core Insights - Celestica, Inc. (CLS) reported strong fourth-quarter 2025 results with adjusted earnings and revenues exceeding Zacks Consensus Estimates, driven by significant growth in the Connectivity & Cloud Solutions (CCS) segment [1][9] Financial Performance - Total revenues in the CCS segment increased by 64% year over year to $2.86 billion, with the Enterprise business revenues rising by 33% and the Communications end market achieving 79% growth [2] - Celestica generated $250.6 million in cash from operations, up from $143.4 million in the previous year, and free cash flow increased by 62.7% year over year to $155.9 million, indicating strong capital management [4] - The company's inventory balance rose to $2.19 billion, an increase of $427 million compared to the prior year, while cash cycle days improved by 8 days to 61 days, reflecting efficient inventory management [5] Strategic Partnerships and Market Position - Celestica is collaborating closely with Google on complex data center hardware, serving as the preferred manufacturing partner for Google's Tensor Processing Unit (TPU), and is expanding its capacity to support the adoption of these systems [3] - The company has outperformed its peers, with its stock increasing by 125.4% over the past year, compared to 74.4% growth in the Electronics - Manufacturing Services industry [10][11] Challenges and Risks - Growth is heavily reliant on AI data center spending by hyperscalers, with significant customer concentration risk as the top three customers account for approximately 63% of total revenues [6] - The Advanced Technology Solutions segment experienced a 1% decline in revenues year over year, and the company faces challenges from foreign exchange fluctuations and geopolitical volatility [7][6] Valuation Metrics - Celestica's shares are currently trading at a premium with a price/earnings ratio of 34.42 for forward 12-month earnings, compared to 23.59 for the industry [13]