Core Viewpoint - Investors in the Medical - Dental Supplies sector should consider Conmed (CNMD) and Merit Medical (MMSI) as potential value opportunities, with CNMD appearing to be the superior option based on valuation metrics [1]. Valuation Metrics - Both CNMD and MMSI currently hold a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions for both companies [3]. - CNMD has a forward P/E ratio of 9.52, while MMSI has a forward P/E of 23.65, suggesting that CNMD is more attractively priced [5]. - The PEG ratio for CNMD is 1.41, compared to MMSI's PEG ratio of 2.46, indicating that CNMD offers better value relative to its expected earnings growth [5]. - CNMD's P/B ratio is 1.31, while MMSI's P/B ratio is 3.38, further supporting the conclusion that CNMD is undervalued compared to MMSI [6]. - Based on these valuation metrics, CNMD holds a Value grade of A, whereas MMSI has a Value grade of C, reinforcing the view that CNMD is the superior value option [6].

Core Viewpoint - The article emphasizes the importance of value investing and highlights John B. Sanfilippo & Son (JBSS) as a strong value stock currently available in the market [2][3]. Group 1: Value Investing - Value investing is a popular strategy that utilizes fundamental analysis and traditional valuation metrics to identify undervalued stocks [2]. - Zacks has developed a Style Scores system to identify stocks with specific traits, particularly focusing on the "Value" category for value investors [3]. Group 2: John B. Sanfilippo & Son (JBSS) - JBSS holds a Zacks Rank of 1 (Strong Buy) and has received an A grade for Value, indicating it is among the strongest value stocks currently [3]. - The P/S ratio for JBSS is 0.72, which is lower than the industry average P/S of 0.91, suggesting that JBSS may be undervalued [4]. - The combination of JBSS's strong earnings outlook and its valuation metrics positions it as an impressive value stock at this time [5].

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value ...

Core Insights - Three stocks are highlighted with a buy rank and strong value characteristics for investors to consider on November 24 Group 1: John B. Sanfilippo & Son, Inc. (JBSS) - The company operates in the tree nuts and peanuts sector and holds a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 7.8% over the last 60 days [1] - The price-to-earnings ratio (P/E) is 11.84, significantly lower than the industry average of 29.50 [1] - The company has a Value Score of A [1] Group 2: Grupo Cibest S.A. (CIB) - This company provides banking services and products and also holds a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 8.7% over the last 60 days [2] - The price-to-earnings ratio (P/E) is 7.81, compared to 24.24 for the S&P 500 [2] - The company has a Value Score of B [2] Group 3: Pediatrix Medical Group, Inc. (MD) - The company specializes in newborn care, maternal-fetal medicine, and pediatric subspecialty services, holding a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 15.7% over the last 60 days [3] - The price-to-earnings ratio (P/E) is 11.19, lower than the S&P 500 average of 24.24 [3] - The company has a Value Score of B [3]

Core Insights - Michael Burry has shifted focus from investing to writing, launching a paywalled Substack called "Cassandra Unchained" to share his analytical insights on stocks, markets, and historical patterns [1][2] - Burry's initial posts address the AI boom, which he critiques as a "glorious folly" and plans to explore in depth over several entries [2][3] Industry Analysis - Burry compares the current AI boom to the dot-com bubble, arguing that despite the perception that today's companies are profitable, the underlying issues of overbuilt supply and insufficient demand remain similar [3] - He identifies the leading companies in the current AI landscape as the "five public horsemen" — Microsoft, Google, Meta, Amazon, and Oracle — alongside emerging startups like OpenAI [3] - Burry draws a parallel between Cisco during the dot-com crash and Nvidia in the current market, suggesting Nvidia is central to the AI boom despite its potential risks [4] Company Developments - Burry has closed Scion Asset Management's SEC registration, indicating a shift away from managing outside capital [5] - His recent return to social media includes commentary suggesting that the AI boom may be a bubble, advising caution in investment strategies [5]

And last week's selloff aside, the world's biggest tech companies, of course, often called the Magnificent 7, are the locomotive that's been powering the markets. And to some people, they're here to stay. But our next guest is not so fast.Market history tells us that big dogs rarely stay on top. Joining me at the desk, Rob Arnot, research affiliates, founder and chairman of the board. Good to see you, Rob.>> How are you. Good to see you. >> So, that is a bit of a different question than the bubble question ...

Core Viewpoint - Braze, Inc. (BRZE) is a digital marketing platform that is experiencing growth, and there is speculation regarding whether its stock is overpriced like many other tech stocks [1]. Company Analysis - The company is set to report its Q3 Fiscal 2026 results in a few weeks, which may provide further insights into its financial performance and growth trajectory [1]. - The analysis approach focuses on value investing, emphasizing an owner's mindset and a long-term investment horizon [1]. Investment Perspective - The author does not engage in writing sell articles or recommending short positions, indicating a preference for long-term investment strategies [1].

Core Insights - Salesforce is a well-known name in the corporate world, particularly in the cloud enterprise software industry, where it has established a significant presence over the past two years [1]. Company Overview - Salesforce has penetrated the cloud enterprise software market extensively, indicating its strong position and influence in this sector [1]. Investment Focus - The company is recognized for its value-focused investment approach, emphasizing fundamental research across various sectors, including chemicals, homebuilders, building materials, industrials, and metals & mining [1]. - The investment strategy involves targeting stocks that are undervalued and have potential catalysts in the near future, with an investment horizon ranging from one quarter to two years [1].

Core Viewpoint - Semtech Corporation (SMTC) is set to report its Q3 earnings on November 24, with expectations surrounding the performance and future outlook of the company [1]. Company Overview - Semtech Corporation is focused on maintaining a long-term investment horizon, typically ranging from 5 to 10 years, emphasizing a balanced portfolio that includes growth, value, and dividend-paying stocks [1]. Investment Strategy - The company tends to prioritize value investments over other types, while also engaging in options trading occasionally [1].

Group 1: Millicom International Cellular - Millicom International Cellular (TIGO) is a leading international operator of cellular telephony services, primarily in emerging markets where basic telephone service is often inadequate [1] - The company has a Zacks Rank of 1 (Strong Buy) and has seen its current year earnings estimate increase by 174.3% over the last 60 days [1] - Millicom has a price-to-earnings ratio (P/E) of 7.29, significantly lower than the industry average of 10.40, and possesses a Value Score of A [2] Group 2: Commercial Metals - Commercial Metals (CMC) manufactures, recycles, and markets steel and metal products, related materials, and services [2] - The company also carries a Zacks Rank of 1 and has experienced a 12.5% increase in its current year earnings estimate over the last 60 days [2] - Commercial Metals has a price-to-earnings ratio (P/E) of 10.86, compared to the industry average of 20.80, and holds a Value Score of B [3]