Core Viewpoint - The iShares S&P Mid-Cap 400 Value ETF (IJJ) is a significant investment vehicle for exposure to the Mid Cap Value segment of the US equity market, with over $7.93 billion in assets under management, making it one of the larger ETFs in this category [1]. Group 1: Mid Cap Value Characteristics - Mid cap companies, with market capitalizations between $2 billion and $10 billion, are seen as having higher growth prospects compared to large cap companies while being less risky than small cap companies, providing a balance of stability and growth potential [2]. - Value stocks, characterized by lower price-to-earnings and price-to-book ratios, typically exhibit lower sales and earnings growth rates. Historically, value stocks have outperformed growth stocks in most markets, although they may underperform during strong bull markets [3]. Group 2: Costs and Performance - The iShares S&P Mid-Cap 400 Value ETF has an annual operating expense ratio of 0.18%, which is competitive within its peer group, and a 12-month trailing dividend yield of 1.84% [4]. - The ETF aims to match the performance of the S&P MidCap 400 Value Index, which measures the mid-capitalization value sector of the U.S. equity market. As of July 10, 2025, the ETF has returned approximately 2.87% year-to-date and 16.11% over the past year, with a trading range of $103.88 to $135.52 in the last 52 weeks [7][8]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 20.30% of the portfolio, followed by Industrials and Consumer Discretionary [5]. - Among individual holdings, Us Foods Holding Corp (USFD) represents about 1.28% of total assets, with the top 10 holdings accounting for approximately 7.77% of total assets under management [6]. Group 4: Alternatives and Market Position - The iShares S&P Mid-Cap 400 Value ETF holds a Zacks ETF Rank of 2 (Buy), indicating a favorable position based on expected returns, expense ratios, and momentum [10]. - Other alternatives in the mid-cap value ETF space include the iShares Russell Mid-Cap Value ETF (IWS) with $13.53 billion in assets and an expense ratio of 0.23%, and the Vanguard Mid-Cap Value ETF (VOE) with $18.11 billion in assets and a lower expense ratio of 0.07% [11]. Group 5: Investor Appeal - Passively managed ETFs like IJJ are increasingly favored by retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [12].

Core Insights - Euronet Worldwide (EEFT) is currently viewed as a better value investment compared to Coinbase Global, Inc. (COIN) based on various financial metrics and analyst outlooks [1][7]. Valuation Metrics - EEFT has a forward P/E ratio of 10.77, significantly lower than COIN's forward P/E of 120.54, indicating that EEFT is more attractively priced relative to its earnings [5]. - The PEG ratio for EEFT is 0.72, while COIN's PEG ratio is 44.98, suggesting that EEFT is expected to grow its earnings at a more favorable rate compared to its current valuation [5]. - EEFT's P/B ratio stands at 3.52, compared to COIN's P/B of 8.66, further highlighting EEFT's relative undervaluation [6]. Analyst Outlook - EEFT holds a Zacks Rank of 2 (Buy), indicating a positive earnings estimate revision trend, while COIN has a Zacks Rank of 3 (Hold), reflecting a less favorable outlook [3]. - The overall valuation figures and solid earnings outlook position EEFT as the superior value option in the current market [7].

Core Insights - The article compares Manulife Financial (MFC) and Sun Life (SLF) to determine which stock offers better value for investors [1] Valuation Metrics - MFC has a forward P/E ratio of 10.43, while SLF has a forward P/E of 11.90 [5] - MFC's PEG ratio is 1.04, compared to SLF's PEG ratio of 1.70 [5] - MFC's P/B ratio is 1.63, whereas SLF's P/B ratio is 2.34 [6] Investment Ratings - MFC currently holds a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while SLF has a Zacks Rank of 3 (Hold) [3] - Based on valuation metrics, MFC has a Value grade of A, while SLF has a Value grade of C [6]

Core Insights - Vontier Corporation (VNT) and Duolingo, Inc. (DUOL) are both currently rated with a Zacks Rank of 2 (Buy), indicating positive earnings outlooks for both companies [3] - Value investors utilize various metrics to identify undervalued stocks, including P/E ratio, P/S ratio, earnings yield, and cash flow per share [4] Valuation Metrics - VNT has a forward P/E ratio of 12.25, significantly lower than DUOL's forward P/E of 138.78, suggesting VNT is more attractively priced [5] - The PEG ratio for VNT is 1.31, while DUOL's PEG ratio stands at 3.09, indicating VNT's expected earnings growth is more favorable [5] - VNT's P/B ratio is 5.01 compared to DUOL's P/B of 20.48, further supporting VNT's stronger valuation metrics [6] - Based on these valuation figures, VNT is rated with a Value grade of A, while DUOL has a Value grade of F, highlighting VNT as the superior value option [6]

Market Overview - The Nasdaq and S&P 500 reached new highs at the end of June 2025, with the Nasdaq up 33% since April 8 and the S&P 500 up 25%, largely driven by significant gains from Nvidia and other tech stocks [1] - There may be selling pressure and volatility as the market approaches the second quarter earnings season in mid-July [1] Economic Context - Trade deals, cooling inflation, and strong earnings growth expectations create a bullish environment for Wall Street as summer begins [2] - Investors are encouraged to seek stocks that combine compelling value with improving earnings outlooks for potential buying opportunities in July and beyond [2] Value Stock Screening - The value stock screen utilizes Zacks Rank 1 (Strong Buys) or 2 (Buys) and focuses on stocks with price-to-earnings (P/E) and price-to-sales (P/S) ratios below the industry median [4][8] - The screening process also considers quarterly earnings rates above the industry median and incorporates upgrades and estimate revisions to identify the top seven stocks [5][8] Featured Stock: Hudbay Minerals - Hudbay Minerals Inc. (HBM) is a Canadian mining company focused on producing copper, gold, silver, zinc, and molybdenum, with key assets in Canada, Peru, and the U.S. [6][10] - The company has a growth pipeline that includes projects like Copper World in Arizona, with copper accounting for approximately 57% of its projected 2024 revenue [10] - Hudbay reported a significant beat-and-raise in its first quarter, earning a Zacks Rank 2 (Buy), with projected adjusted earnings growth of 42% in 2025 and a 9% increase in revenue [11] Earnings Estimates - Current earnings estimates for Hudbay are as follows: - Current Quarter (6/2025): $0.17 - Next Quarter (9/2025): $0.15 - Current Year (12/2025): $0.68 - Next Year (12/2026): $0.67 [12] - The most accurate estimates show a potential increase to $0.84 for the current year and $1.16 for the next year, indicating strong growth potential [14] Stock Performance - Hudbay's stock has increased by 260% over the past five years, significantly outperforming the Zacks Basic Materials sector, which rose by 40% [14] - The stock experienced a 33% increase in 2025, reaching new 10-year highs on July 1, while trading in line with its 10-year median at a forward P/E of 15.7X [14]

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Core Viewpoint - Investors in the Mining - Gold sector should consider Kinross Gold (KGC) and Royal Gold (RGLD) for potential value opportunities, with KGC currently presenting a more favorable investment case [1]. Group 1: Zacks Rank and Earnings Outlook - Kinross Gold has a Zacks Rank of 2 (Buy), indicating a positive earnings estimate revision trend, while Royal Gold has a Zacks Rank of 3 (Hold) [3]. - The improving earnings outlook for KGC suggests it may be a more attractive option for value investors compared to RGLD [3]. Group 2: Valuation Metrics - KGC has a forward P/E ratio of 13.37, significantly lower than RGLD's forward P/E of 24.17, indicating KGC may be undervalued [5]. - The PEG ratio for KGC is 0.63, while RGLD's PEG ratio is 1.27, further suggesting KGC's better valuation relative to its expected earnings growth [5]. - KGC's P/B ratio is 2.57 compared to RGLD's 3.62, reinforcing KGC's position as a more attractive investment based on traditional valuation metrics [6]. Group 3: Value Grades - KGC has earned a Value grade of A, while RGLD has a Value grade of D, highlighting KGC's superior valuation profile [6]. - The combination of Zacks Rank and Style Scores indicates that KGC stands out as the better option for value investors at this time [6].

Welcome back uh to Squawkbox. Let's check the futures right now. Not a lot happening.A little bit of red across the board. Join us now with more on the markets. Bill Nyigan, Oakmark Funds uh portfolio manager.Sorry, I'm a creature of habit. I cannot intro you without mentioning that you were talking to Mark Haynes uh when the first plane hit and and um that's right. I was in the studio in Chicago uh talking about cable TV stocks or something like that and I said how long did you did they say just we we'll b ...

Core Insights - The electric vehicle market in China is highly competitive, negatively impacting the financial performance of NIO Inc. [1] - NIO reported disappointing earnings for the first quarter of 2025, missing both profit and sales estimates [1] Company Performance - NIO's financial results for 1Q25 were below expectations, indicating challenges in maintaining profitability and sales growth in a competitive landscape [1] Market Context - The competitive nature of the electric vehicle market in China is a significant factor affecting NIO's financial outcomes, suggesting a need for strategic adjustments to improve performance [1]

Core Viewpoint - The midyear outlook for global financial markets indicates a shift towards deglobalization, a reconfiguration of global trade due to tariffs, and an expansion of stock market opportunities beyond U.S. equities and mega-cap tech stocks, alongside a bond market regime change driven by trade policy and German fiscal expansion [1][2]. Economic Outlook - The global economy is facing pressures from trade war fallout, which could slow growth, with U.S. fiscal and tax policy expected to be significant in the latter half of the year [6]. - The likelihood of a global recession has increased, particularly with the U.S. leading the downturn, resulting in a longer period of subpar growth characterized by higher unemployment and inflation [5][7]. Equity Market Insights - There is an anticipated broadening of equity markets, reducing the concentration on U.S. and mega-cap stocks, favoring value stocks and select emerging markets [4][6]. - Active management is expected to outperform in the current challenging market environment, which includes higher interest rates and increased volatility [2]. Fixed Income Landscape - The U.S. tariffs and significant German fiscal expansion have altered the global fixed income landscape, leading to a weaker outlook for developed market sovereign bonds while improving prospects for credit and some emerging markets [5][6]. - Above-target inflation is noted in some developed markets, particularly the U.S., affecting corporate bonds which are entering an economic downturn with historically high credit quality [6]. Multi-Asset Strategy - T. Rowe Price emphasizes inflation protection and equity diversification in its multi-asset portfolios, suggesting that inflation-protected bonds and real assets can serve as effective hedges against expected inflation [6]. - More attractive valuations are leading to a preference for international and value equities in multi-asset portfolio allocations [6].