Group 1 - Jim Wyckoff has over 25 years of experience in stock, financial, and commodity markets [1] - He has worked as a financial journalist and covered various futures markets in the U.S. [1] - Jim is the proprietor of an analytical, educational, and trading advisory service [2] Group 2 - He has held positions as a technical analyst for Dow Jones Newswires and as a senior market analyst with TraderPlanet.com [2] - Jim is a consultant for the "Pro Farmer" agricultural advisory service [2] - He was the head equities analyst at CapitalistEdge.com [2] Group 3 - Jim Wyckoff provides daily market roundups and technical analysis on Kitco.com [3]

As the AI craze continues, I am seeking high-quality opportunities to expand the weight of my defensive stocks. Readers who have followed me for a long time know that I like investing in large midstreamI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have develo ...

Core Insights - James Hardie Industries plc is under investigation for potential violations of federal securities laws, following concerns about the accuracy of its sales reporting and business performance claims [1][3]. Company Overview - James Hardie is a producer and marketer of high-performance fiber cement and fiber gypsum building solutions, primarily used in external siding for the residential building industry in the U.S. and Canada [2]. Sales Performance and Investigation Details - The company previously claimed that its "fast[]-growing customers" were a key aspect of its competitive positioning, asserting strong North American business results [3]. - However, it appears that North American sales may have been artificially inflated due to temporary inventory loading by channel partners rather than sustainable customer demand [3]. Financial Impact - On August 19, 2025, James Hardie reported a 12% decline in North American net sales for fiscal Q1 2026, attributing this to customers returning to normal inventory levels [4]. - Following this announcement, the stock price plummeted by $9.79, or over 34%, from $28.43 to $18.64 per share [4].

Group 1 - The article discusses the ongoing interest in high-quality defensive stocks amid the AI craze, indicating a strategic shift towards midstream investments [1] - The author has extensive experience in finance, particularly in the oilfield and real estate sectors, which enhances their ability to conduct due diligence and M&A transactions [1] - The author has recently focused on equity research, providing services for a Dubai-based family office with over $20 million in assets under management, showcasing a commitment to informed investment decisions [1] Group 2 - The article does not provide any specific stock recommendations or investment advice, emphasizing the importance of individual investor suitability [2][3] - There is a clear disclaimer regarding the lack of any current stock positions in the companies mentioned, although there is a potential for future investment in OKE [2]

The most oversold stocks in the real estate sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major oversold players ...

U.S. stock futures were higher this morning, with the Nasdaq futures gaining around 100 points on Friday.Shares of Booz Allen Hamilton Holding Corporation (NYSE:BAH) fell sharply in pre-market trading after the company posted downbeat second-quarter earnings and lowered FY26 outlook. Booz Allen Hamilton posted adjusted earnings of $1.49 per share, missing market estimates of $1.51 per share. The company's quarterly sales came in at $2.890 billion, missing expectations of $2.990 billion.Booz Allen Hamilton s ...

Core Viewpoint - Jefferies Financial Group Inc. and its trade finance arm Point Bonita Capital are under investigation for potential violations of federal securities laws related to their significant exposure to First Brands Group, which recently filed for bankruptcy [1][2][4]. Group 1: Company Overview - Jefferies is an investment banking and capital markets firm, while Point Bonita Capital serves as its trade finance division [2]. - Both firms were closely associated with First Brands Group, an auto parts supplier that declared bankruptcy in September 2025 [2]. Group 2: Financial Exposure - On October 8, 2025, Jefferies disclosed that it and Point Bonita had approximately $715 million in exposure to First Brands' receivables, accounting for about 25% of Point Bonita's trade finance portfolio [3]. - Following this announcement, Jefferies' stock price dropped by $4.66 per share, or approximately 8%, from $59.10 on October 7, 2025, to $54.44 on October 8, 2025 [3]. Group 3: Legal Investigation - Bleichmar Fonti & Auld LLP is investigating whether Jefferies and/or Point Bonita made materially false and misleading statements to investors regarding their exposure to First Brands [4].

U.S. stock futures were higher this morning, with the Nasdaq futures gaining around 100 points on Friday.Shares of Booz Allen Hamilton Holding Corporation (NYSE:BAH) fell sharply in pre-market trading after the company posted downbeat second-quarter earnings and lowered FY26 outlook. Booz Allen Hamilton posted adjusted earnings of $1.49 per share, missing market estimates of $1.51 per share. The company's quarterly sales came in at $2.890 billion, missing expectations of $2.990 billion.Booz Allen Hamilton s ...

Eli Lilly and Co. (NYSE:LLY) has surged into the top decile of quality rankings among S&P 500 peers, achieving a percentile score of 90.25 on the latest composite quality report, despite fresh uncertainty surrounding the future pricing of its blockbuster weight loss drug, Mounjaro.Check out LLY stock price here. Trump Drug Price Reduction Threat Keeps LLY Quality UnfazedThe pharmaceutical giant's climb in operational and financial quality arrives as President Donald Trump pledges to drive "fat-loss drug" pr ...

On CNBC's “Mad Money Lightning Round,” Jim Cramer called Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) a “terrific” stock.“It's come down a bit,” he said. “It's time to pull the trigger.”Kratos on Thursday secured a $68.3 million deal for a hypersonic materials testing facility. The company received a contract through the Defense Department’s Industrial Base Analysis and Sustainment Program to design and construct an advanced mid-tier arc-jet and coupled fiber-laser facility for assessing hyperson ...