Core Insights - The RAM Smid Composite reported a 10.70% increase in Q3 2025, outperforming the Russell 2500 Value Total Return Index which gained 8.17% [1] - Year-to-date, the composite returned 9.29%, matching the benchmark's performance [1] - Smaller market cap indices in the Russell family outperformed larger counterparts in Q3 2025 [1] Company Analysis: Varex Imaging Corporation (NASDAQ:VREX) - Varex Imaging Corporation was the top performer in the RAM Smid Composite for Q3 2025, achieving a return of 43.02% [3] - The stock price recovery followed a sell-off, as investors reassessed the impact of tariffs, which were not as severe as initially feared [3] - Varex's business in China has shown improvement, and the company has flexibility in production to mitigate tariff impacts [3] - Despite a one-month return of -3.27% and a 52-week loss of 1.06%, Varex's revenue for Q3 2025 was $203 million, exceeding guidance [2][4] - Varex is not among the 30 most popular stocks among hedge funds, with 22 hedge fund portfolios holding the stock at the end of Q2 2025, down from 25 in the previous quarter [4] - The company is considered undervalued, with potential in the healthcare CT market recovery and growing security screening offerings [3]

We recently published Jim Cramer Discussed These 11 Stocks & The Market’s 3rd Bull Run Anniversary. The Walt Disney Company (NYSE:DIS) is one of the stocks Jim Cramer recently discussed. The Walt Disney Company (NYSE:DIS), the well-known media and theme park firm, generated headlines last week when it announced that it would raise its theme park ticket prices. The firm revealed that from November 2026, the price of its highest-tier ticket to Disney World would increase from $199 to $209, while for the upc ...

Group 1: Kingdom Capital Advisors Performance - Kingdom Capital Advisors reported a portfolio recovery in Q3 2025, achieving a composite return of 20.78% (net of fees), outperforming the Russell 2000 TR (12.39%), S&P 500 TR (8.12%), and NASDAQ 100 TR (9.01%) [1] - Since inception, the portfolio compounded at 21.06% (net of fees), significantly higher than the Russell 2000 TR (4.60%), S&P 500 TR (11.46%), and NASDAQ 100 TR (13.48%) [1] Group 2: Apartment Investment and Management Company (AIV) Overview - Apartment Investment and Management Company (NYSE:AIV) is a diversified real estate company with a one-month return of -1.91% and a 52-week loss of 10.98%, closing at $7.70 per share on October 13, 2025, with a market capitalization of $1.096 billion [2] - Kingdom Capital Advisors initiated a position in AIV during Q3 2025, viewing the sale of Boston multi-family apartment assets as a signal for the company to liquidate remaining properties [3] Group 3: Future Expectations for AIV - Kingdom Capital Advisors expects to recover most invested cash within a few months due to incoming dividends from the Boston sale, proceeds from the Brickell sale, and the anticipated sale of remaining apartment complexes [3] - AIV still owns multi-family units generating approximately $90 million in operating income and has development sites estimated to be worth an additional $6-7 per share [3] Group 4: Hedge Fund Interest in AIV - AIV is not among the 30 most popular stocks among hedge funds, with 26 hedge fund portfolios holding AIV at the end of Q2 2025, an increase from 25 in the previous quarter [4] - While AIV has potential as an investment, certain AI stocks are considered to offer greater upside potential and less downside risk [4]

Group 1: Kingdom Capital Advisors' Performance - Kingdom Capital Advisors' portfolio recovered significantly in Q3 2025, achieving a return of 20.78% (net of fees), outperforming the Russell 2000 TR (12.39%), S&P 500 TR (8.12%), and NASDAQ 100 TR (9.01%) [1] - Since inception, the portfolio has compounded at 21.06% (net of fees), compared to 4.60% for the Russell 2000 TR, 11.46% for the S&P 500 TR, and 13.48% for the NASDAQ 100 TR [1] Group 2: Magnera Corporation Overview - Magnera Corporation (NYSE:MAGN) has faced challenges, with a one-month return of -7.35% and a 52-week loss of 55.38%, closing at $10.21 per share on October 13, 2025, with a market capitalization of $363.476 million [2] - The company’s business remains stable in the U.S. and Europe, but tariffs have negatively impacted its South American operations [3] Group 3: Management and Future Outlook for Magnera Corporation - Management has been proactive in cost reductions and capacity adjustments, including closing one of their five South American plants, with further rationalization expected [3] - Magnera Corporation's debt is structured until 2029, and there are expectations for signs of business recovery in the upcoming year's results [3] Group 4: Hedge Fund Interest in Magnera Corporation - Magnera Corporation is not among the 30 most popular stocks among hedge funds, with 25 hedge fund portfolios holding the stock at the end of Q2 2025, down from 41 in the previous quarter [4] - While acknowledging the potential of Magnera Corporation, the company believes that certain AI stocks present greater upside potential and lower downside risk [4]

Core Insights - Target Corporation (NYSE:TGT) is recognized as one of the Top 15 Growth Stocks for long-term investors [1] - The company operates a large retail chain with a focus on a refined shopping experience, but this positioning may not align with the current consumer trend towards budget-friendly options [2] - Target's partnerships with celebrities and brands have created a profitable niche, contributing to a 68% increase in dividend payments over the past five years [3] Dividend Performance - In June, Target announced its 54th consecutive dividend increase, raising the annual payout by 2% to $4.56 per share [4] - The current dividend yield stands at approximately 5.33%, significantly higher than the S&P 500 average of around 1.2% [4] - The quarterly dividend is set at $1.14 per share, appealing to income-focused investors [4]

Core Insights - The Clorox Company (NYSE:CLX) is recognized as one of the Top 15 Growth Stocks for Long-Term Investors [1] Company Overview - Clorox has a history of over a century, with its first product, liquid bleach, introduced in 1913, and has since become a global producer of consumer and professional products [2] - The company offers a diverse range of brands that cater to various markets, providing significant scale and a strong presence across multiple product categories [2] Marketing and Brand Investment - Clorox maintains its leadership position through substantial advertising efforts, planning to spend approximately 11% of its net sales on advertising and promotions in fiscal 2026 [3] - This investment underscores the company's commitment to supporting its brands and sustaining market strength [3] Product Demand and Market Resilience - A key advantage of Clorox's business model is the everyday nature of its products, which are used by millions of consumers regardless of economic conditions [4] - The company estimates that its products are found in about nine out of ten U.S. households [4] - Demand for cleaning supplies and food products remains steady even during economic downturns, allowing Clorox to maintain profitability through various cycles [5] Dividend Growth - Clorox has a strong track record of increasing its dividend, with a growth streak spanning 22 years [5] - The company currently offers a quarterly dividend of $1.24 per share, resulting in a dividend yield of 4.13% as of October 12 [5]

Core Insights - AI stocks experienced a significant decline due to renewed fears of a U.S.-China trade war, triggered by President Trump's announcement of potential severe tariffs on China [1] Market Reaction - The market reaction occurred at 11 a.m. ET, indicating a swift response to geopolitical tensions [1] Implications for Investors - The announcement may lead to increased volatility in AI stocks and broader market conditions, as trade relations between the U.S. and China are critical for many sectors [1]

Ambev S.A. (NYSE:ABEV) is one of the best penny stocks to buy according to hedge funds. On October 3, Goldman Sachs slashed the price target on Ambev S.A. (NYSE:ABEV) to R$10.10 from R$10.20, maintaining a Sell rating on the stock. Why Ambev SA (ABEV) is Surging in 2025 The firm told investors in a research note that the latest industrial product data by IBGE reflected a 12% decrease in alcoholic beverage production in Brazil in August. This averages to a 13% year-over-year contraction quarter-to-date, a ...

UnitedHealth Group Inc. (NYSE:UNH) is one of the best stocks in Michael Burry’s stock portfolio. On October 3, the company’s shareholders proposed the adoption of an independent board chair. The position is currently held by Stephen Hemsley, Chief Executive Officer. UnitedHealth Group Incorporated (UNH) Shareholders Push for Independent Board Chair Ken Wolter/Shutterstock.com While Hemsley has served as board chair since 2017, he assumed the role of CEO in May following Andrew Witty’s resignation. “Now, ...

Core Viewpoint - Lululemon Athletica Inc. is facing challenges similar to those experienced by Under Armour, leading to a price target cut by Jefferies from $150 to $120 while maintaining an 'Underperform' rating [1][2]. Company Overview - Lululemon Athletica Inc. specializes in manufacturing and selling athletic apparel, footwear, and accessories, particularly known for premium-quality yoga, running, and training wear [4]. Market Position and Performance - Despite the challenges, Lululemon maintains high sales per square foot and margins compared to mall averages and peers [3]. - Wall Street consensus indicates that Lululemon is well-positioned to achieve sales growth in 2026 [3]. Competitive Challenges - The company is experiencing a decline in market share and is struggling with fashion shifts and strategic missteps, mirroring issues faced by Under Armour between 2015 and 2025 [2].