An Important Sentiment Indicator Is Pointing To Higher Prices
Seeking Alpha· 2025-09-15 16:51
Michael James McDonald is a stock market forecaster, author and former Senior Vice President of Investments at what is now Morgan Stanley. He is a long-term advocate of the theory of contrary opinion and the measurement of investor sentiment when forecasting price direction.His first book, " A Strategic Guide to the Coming Roller Coaster Market" was published in July of 2000, three months before the top of the dot comm market. On its cover was written, "How a new model of the stock market predicts the end o ...
Lululemon: Selloff Overdone, But Fundamentals Remain Strong
Seeking Alpha· 2025-09-15 16:50
Lululemon stock (Nasdaq: NASDAQ: LULU ) has sold off sharply after Q2 results , with investors treating it as if the brand is structurally broken, but the operating data and management’s commentary point to a very different conclusion. LULU is theI am currently studying economics and accounting at UCSB, and interning at a UBS wealth management office. I am seeking a career in equity research, and I became passionate about equities through managing a stock portfolio of companies that I track closely.Analyst’ ...
lululemon's Fresh Styles, Soft Sales: Is Innovation Falling Short?
ZACKS· 2025-09-15 16:50
Key Takeaways lululemon posted Q2 EPS of $3.10 above the Zacks Consensus Estimate, while revenues of $2.53B missed.Weak U.S. results led to a lowered guidance, while China and other global markets showed double-digit growth.New products aim to raise newness penetration to 35% by 2026, but execution speed remains concerning.lululemon athletica inc.’s (LULU) second-quarter fiscal 2025 underscored the tension between a loyal customer base and shifting consumer demand. While earnings per share of $3.10 topped t ...
ET Stock Outperforms Its Industry in a Year: How to Play?
ZACKS· 2025-09-15 16:50
Key Takeaways Energy Transfer units gained 7.9% in a year while its industry slipped 0.8%.ET secures 90% of revenues from fee-based contracts, ensuring stable cash flow.ET trades at 9.29X EV/EBITDA, below the industry average of 10.65X, signaling value.Units of Energy Transfer LP (ET) have rallied 7.9% in the past year against the Zacks Oil and Gas - Production Pipeline - MLB industry’s decline of 0.8%. Energy Transfer, the oil and gas midstream firm, owns a wide network of pipelines across the United State ...
Intel lowers 2025 operating expense guidance following Altera sale, shares jump
Proactiveinvestors NA· 2025-09-15 16:50
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, ...
American Express consumer credit card delinquency, write-off rates hold steady in August (AXP:NYSE)
Seeking Alpha· 2025-09-15 16:49
American Express' (NYSE:AXP) August consumer credit card delinquency and net charge-off rates were unchanged from the prior month, the company said in a Monday filing. The U.S. consumer card delinquency rate was 1.3% in August, unchanged from the prior two months and flat ...
People Moves: World Insurance Associates Adds Posey as Lead of Market Relationships
Insurance Journal· 2025-09-15 16:47
World Insurance Associates announced today that Zach Posey has joined as its new leader of market relationships.Posey, who is based in Chicago, will engage with contingent capital providers to include insurers in developing unique solutions for clients, trading partners and World.Posey spent the past 15 years at broking giant Aon plc where he most recently served as managing director of Inpoint, the firm’s management consulting and advisory arm specializing in helping insurers and reinsurers improve perform ...
Plains All American: Buy This 9% Yield Before The Market Wakes To Income
Seeking Alpha· 2025-09-15 16:47
iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Now is a great time to be an income investor, so long as one looks in the right places. While tech stocks are now either at or approaching bubble territory, ...
Baidu's Rising Costs Erode Profits: Can Future AI Gains Offset Strain?
ZACKS· 2025-09-15 16:46
Key Takeaways Baidu's Q2 revenues fell 4% YoY to RMB 32.7B as rising costs cut margins and profits.Core online marketing plunged 15% YoY, deepening pressure from higher AI spending.AI Cloud, the Ernie model and Apollo Go show momentum despite near-term strain.Baidu, Inc. (BIDU) is encountering the squeeze as rising costs erode profits just as management doubles down on AI. The pressure is visible in the margins. In the second quarter of 2025, its cost of revenues climbed nearly 12% year over year as Baidu s ...
Cameco Expands Global Reach With Slovakia Deal: A Growth Catalyst?
ZACKS· 2025-09-15 16:46
Key Takeaways Cameco signed a supply pact with Slovakia's largest electricity producer.The deal runs through 2036 and includes uranium and conversion services for nuclear plants.CCJ controls about 20% of global UF6 conversion capacity, positioning it among industry leaders.Cameco (CCJ) has inked a long-term agreement to supply natural uranium hexafluoride (UF6) to Slovenské elektrárne (“SE”), Slovakia’s largest electricity producer. This agreement, running through 2036, marks Cameco’s entry into the Slovaki ...