I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of AMZN either through stock ownership, options, or other derivatives. I wrote this article mysel ...

Philip Morris Company OverviewZacks Rank #1 (Strong Buy) stock Philip Morris International ((PM) is an international manufacturer and seller of cigarettes, e-cigarettes, heated tobacco products, and oral nicotine products in more than 180 countries. In early 2008, Philip Morris International was spun off from the Altria Group. The company built the foundation of its business on its premium cigarette brand category with its well-known Marlboro, Parliament, and Virginia Slim Brands. While the cigarette catego ...

Core Insights - Goldman Sachs (GS) is gaining momentum in Japan as part of its broader strategy to expand across Asia, with its outsourced Chief Investment Office (CIO) model attracting interest in a competitive market [1][2] - The company is differentiating itself by offering in-house investment products across traditional and alternative asset classes, providing integrated solutions for clients [2] - GS's CIO approach emphasizes long-term portfolio planning and personalized strategies, reflecting a shift in the Japanese financial landscape towards global advisory platforms [3][4] Competitive Landscape - Other global players like BlackRock (BLK) and Mercer Inc. are also active in Japan's OCIO space, intensifying competition for GS [5][7] - BlackRock has established a significant presence in Japan since 1999, focusing on global fixed income, private assets, and thematic strategies tailored to Japanese investors [6] - Mercer Inc. collaborates with Mizuho Trust & Banking to deliver optimized asset management solutions, further enhancing competition in the market [7] Financial Performance - Over the last six months, GS shares have gained 6.6% year to date, compared to the industry's growth of 7.4% [8][10] - Goldman trades at a forward price-to-earnings (P/E) ratio of 13.28X, which is below the industry average of 13.81X [10][11] - The Zacks Consensus Estimate for GS's earnings implies year-over-year growth of 9.6% for 2025 and 13.1% for 2026, with estimates remaining unchanged over the past 30 days [13]

Key Takeaways EWBC expects 2025 NII growth at or above the top end of the prior stated 4-6%. Revenue growth for 2025 is projected to exceed 6%, up from the earlier mentioned 5-7%. EWBC's clients have mitigated tariff risks through supply-chain diversification and relocation.East West Bancorp, Inc. (EWBC) provided insight into its strategic growth amid the ongoing uncertainty at the Morgan Stanley US Financials Conference. The company’s CFO, Chris DelMoral Niles, revised its net interest income (NII) and r ...

NVIDIA Corporation NVDA showed off its AI market leadership and growing opportunities for sovereign AI at GTC Paris, an analyst said in a new investor note.The NVDA Analyst: JPMorgan analyst Harlan Sur maintained an Overweight rating on Nvidia with a $170 price target.The Analyst Takeaways: Sur said Nvidia has "strong AI infrastructure deployment" over the next several years."NVIDIA hosted its 2025 GTC Paris keynote to highlight the sovereign AI opportunities in Europe and the AI industrial revolution that ...

Alphabet, Inc. GOOG GOOGL Waymo's robotaxi rides are more expensive than catching a ride from Uber Technologies, Inc. UBER or Lyft, Inc. LYFT, yet demand remains high despite the higher prices. What To Know: Recent data collected by the Obi app — which tracks real-time pricing and wait times for multiple ride-hailing services — was shared with TechCrunch and revealed that Waymo rides were the most expensive. The data showed that in San Francisco, Lyft offered the lowest average fare at $14.44, Uber was next ...

Core Insights - Procter & Gamble (PG) is implementing a significant supply chain overhaul to enhance operational resilience and adapt to market changes, indicating a potential transformation in the consumer staples sector [1][4] Supply Chain Strategy - PG anticipates an annualized cost impact of $1–1.5 billion due to tariffs affecting raw materials, packaging, and finished goods from China, prompting the company to enhance productivity and explore pricing adjustments and sourcing changes [2][9] - The company's strategy emphasizes end-to-end digitization, regionalization of production, and agility, with investments in advanced analytics, real-time inventory tracking, and AI-powered forecasting to improve responsiveness and reduce waste [3][9] Competitive Landscape - Competitors Kimberly-Clark (KMB) and Colgate-Palmolive (CL) are also advancing their supply chain strategies, focusing on nearshoring, real-time inventory optimization, and AI-driven demand forecasting to enhance resilience and agility [5][6][7] Financial Performance - PG's stock has declined approximately 3.9% over the past three months, compared to a 1.6% decline in the industry [8] - The company trades at a forward price-to-earnings ratio of 23.17X, above the industry average of 20.77X, indicating a premium valuation [10] - The Zacks Consensus Estimate projects year-over-year earnings growth of 2.9% for fiscal 2025 and 3.5% for fiscal 2026, with recent estimates remaining unchanged [11]

Key Takeaways Tutor Perini is securing consistent contract wins and ended 1Q25 with a $19.4B record backlog. TPC's 1Q25 revenues and earnings rose 19% and 77% y/y from higher-margin project execution. EPS estimates for 2025 and 2026 rose 14.4% and 10.8% in 60 days, reflecting solid market and project momentum.Shares of Tutor Perini Corporation (TPC) have surged 64.1% over the past three months, outperforming 21.6% growth in the Zacks Building Products - Heavy Construction industry. The stock has also surp ...

There are 973 U.S. firms with operations in Ireland, according to the American Chamber of Commerce Ireland. Members of President Donald Trump's administration have signaled that some of that activity should return to the states. "They have all the IP for all our great tech companies and pharma companies," Commerce Secretary Howard Lutnick said in an appearance on the All-In podcast in March. "Those things got to end."Companies such as Apple, Microsoft and Pfizer appear to have taken steps to stow intellectu ...

The world’s leading baking company presented its 2024 Annual Report: “Actions that Transform,” highlighting progress on its 2030 and 2050 commitmentsIt has more than 4,200 electric delivery vehicles, the largest fleet in Mexico and Latin America94% of Grupo Bimbo’s packaging is now recyclable HORSHAM, Pa., June 12, 2025 (GLOBE NEWSWIRE) -- In celebration of World Environment Day, Grupo Bimbo, the world’s leading baking company, presented its 2024 Annual Report: “Actions that Transform,” which outlines busin ...