​PayPal Holdings, Inc. (NASDAQ:PYPL) is one of the Best Very Cheap Stocks to Invest In. Wall Street holds a mixed opinion on the stock since the company released its fiscal Q3 2025 results. PayPal Holdings, Inc. (NASDAQ:PYPL) exceeded expectations for the quarter; however, the stock has been down more than 17% since the release. ​According to a November 16 report by Barron’s, the decline in share price is due to three executives selling their shares of PayPal Holdings, Inc. (NASDAQ:PYPL) worth more than $ ...

Core Insights - Energy Transfer LP (NYSE:ET) is viewed positively by Wall Street despite missing fiscal Q3 2025 estimates, with analysts maintaining Buy ratings but adjusting price targets downward [1][2]. Financial Performance - For fiscal Q3 2025, Energy Transfer reported a revenue of $19.95 billion, a decrease of 3.94% year-over-year, missing estimates by $1.85 billion [2]. - The earnings per share (EPS) was $0.28, falling short of expectations by $0.05, primarily due to a decline in midstream revenue [2]. Analyst Ratings - J.P. Morgan's Jeremy Tonet reiterated a Buy rating with a revised price target of $21, down from $22 [1]. - Scotiabank's Brandon Bingham also maintained a Buy rating but lowered the price target to $23 [1]. Industry Context - Scotiabank highlighted that US Midstream energy companies are adapting to fluctuating commodity prices and economic uncertainties, with those having diverse business lines better positioned to manage risks [3]. - Energy Transfer LP operates an extensive pipeline network exceeding 130,000 miles, facilitating the transportation of various energy products [4].

Group 1 - Recent concerns regarding the valuation of AI stocks have led to increased investor interest in defensive sectors, particularly health care [1] - The unlevered Health Care Select Sector SPDR Fund ETF (XLV) is showing marginal outperformance compared to the SPDR [1] Group 2 - The article reflects a long-term fundamental investment approach, with a focus on sectors like REITs, preferred stocks, and high-yield bonds [1]

Core Viewpoint - ConocoPhillips (NYSE:COP) is highlighted as a strong long-term investment option, with a recent Buy rating and a price target of $117 set by Morgan Stanley analyst Devin McDermott following the company's Q3 2025 earnings release [1][2]. Financial Performance - The company reported earnings per share of $1.38 and adjusted earnings per share of $1.61 for Q3 2025, indicating solid financial performance [1]. - ConocoPhillips raised its base dividend by 8%, aligning with its objective to achieve top-quartile dividend growth within the S&P 500 [2]. Operational Outlook - The company anticipates lower capital and operating costs in 2026, with expectations of flat to modest production growth [3]. - ConocoPhillips is projected to generate an estimated $7 billion in incremental free cash flow by 2029, with $1 billion expected each year from 2026 through 2028 [3]. Company Overview - ConocoPhillips is an exploration and production company involved in the exploration, transportation, production, and marketing of natural gas, crude oil, and bitumen, operating across various geographical segments including Alaska, Lower 48, Canada, Europe, the Middle East, North Africa, Asia Pacific, and Other International [4].

Core Viewpoint - Jim Cramer expressed strong optimism about The TJX Companies, Inc. (NYSE:TJX), highlighting it as a "winner" in a volatile market environment [2][3]. Company Performance - The TJX Companies, Inc. reported a strong quarter, distinguishing itself from other retailers by being the leading off-price chain [3]. - Cramer noted that the stock closed at $148, aligning with his earlier prediction that it would return to $125 [2]. Market Context - Cramer discussed the company's resilience amid market uncertainties, emphasizing that TJX is among the "new anointed ones" and "survivors" in the retail sector [2]. - The commentary reflects a broader trend where off-price retailers like TJX are perceived to be playing a different game compared to traditional retailers [3].

Core Insights - Arthur J. Gallagher & Co. (NYSE: AJG) is recognized as one of the 15 Best Stocks to Buy for the Medium Term [1] - Goldman Sachs has reduced the price target for AJG from $361 to $315 while maintaining a Buy rating [2] - The company reported third-quarter earnings for 2025 with revenues of $3.3 billion, a nearly 20% increase year-over-year, although it fell short of analysts' expectations by $90 million [3] Financial Performance - Revenue for the third quarter reached $3.3 billion, marking a 20% increase from the previous year, representing the 19th consecutive quarter of double-digit growth [3] - Organic revenue growth was reported at 4.8%, with acquisitions contributing over $450 million to the revenue [3] - The net earnings margin was 13.8%, and the adjusted EBITDAC margin exceeded 32%, with adjusted EBITDAC increasing by 22% [3] Acquisitions - On November 3, AJG announced the acquisition of Tompkins Insurance Agencies, which provides a range of insurance products and employee benefits services in New York and Pennsylvania [4] - Earlier in the year, AJG acquired AssuredPartners for approximately $13.8 billion on August 18, 2025, indicating a strong focus on growth through acquisitions [4] Company Overview - Arthur J. Gallagher & Co. operates as a global insurance brokerage, risk management, and consulting services firm, with operations in around 130 countries [5]

Core Insights - Merck & Co., Inc. (NYSE:MRK) is recognized as one of the 15 Best Stocks to Buy for the Medium Term [1] - BofA analyst Tim Anderson raised the price target for Merck to $105 from $98 while maintaining a Buy rating, highlighting the potential of the Cidara deal and its alignment with Merck's Infectious Disease franchise [2] - In Q3 2025, Merck reported revenue of $17.3 billion, a 4% increase year-over-year, with KEYTRUDA sales growing 10% to $8.1 billion, and expects total revenue to reach between $64.5 billion and $65 billion [3] - New product approvals contributed to growth, with Winrevair generating $360 million in Q3 and Capvaxive reporting $244 million in sales, alongside a strong pipeline of over 80 active clinical trials [4] - The animal health segment also saw a 9% year-over-year sales increase to $1.6 billion, driven by rising pet-related spending [5]

Core Insights - Wall Street's macro traders are on track for their best year since 2009, driven by client interest in changing global interest rate policies [1] - Major firms like Goldman Sachs, JPMorgan, and Citigroup are projected to generate $165 billion in revenue from trading activities, marking a 10% increase from 2024 [1][2] Revenue Projections - The Group-of-10 rates business is expected to achieve a five-year high in revenue, reaching $40 billion [2] - The overall industry revenue is anticipated to be $162 billion in 2026, only 2% lower than the projected revenue for this year [2] Market Conditions - Central banks are normalizing policy rates and balance sheets, but the level of issuance remains high, suggesting sustained trading activity [3] - Emerging-market macro traders are expected to earn $35 billion, while credit traders are projected to make $27 billion and commodities traders $11 billion [4] Compensation Trends - The compensation pool for fixed income, currencies, and commodities (FICC) is expected to rise by about 3% on average, with rates traders seeing a 7% increase [5] - Stock traders are set to receive a 14% higher payout compared to last year, attributed to strong performance in AI stocks [5]

Core Insights - Cal-Maine Foods Inc (NASDAQ:CALM) is recognized as a top non-AI stock favored by retail investors on Reddit, particularly in light of its recent quarterly performance and market trends [1][2]. Financial Performance - The company reported approximately 17% year-over-year revenue growth and 34% profit gains in its latest quarterly results, although these figures fell short of Wall Street estimates [2]. - The stock is expected to benefit from declining interest rates and increasing demand for high-end, cage-free, and organic egg products [2]. Strategic Moves - The acquisition of Echo Lake Foods has allowed Cal-Maine Foods to diversify its offerings beyond conventional eggs, adding a prepared foods portfolio that includes pre-cooked omelets, egg patties, French toast, pancakes, and waffles [3]. - The company is well-positioned to capitalize on the trend of U.S. states moving towards mandatory cage-free systems, which may enhance its market position [3]. Market Dynamics - An avian flu outbreak has caused significant supply disruptions, leading to record-high egg prices, which have positively impacted Cal-Maine's share price [4].

Core Insights - Novavax, Inc. (NASDAQ:NVAX) is transitioning from a direct COVID-19 commercial operation to a research and development-focused company, particularly through its partnership with Sanofi [1] Financial Performance - For Q3 2025, Novavax reported total revenue of $70 million, an 18% decrease from $85 million in the same quarter last year [2] - Licensing, royalties, and other revenue increased from $43 million to $57 million, while product sales dropped significantly from $41 million to $13 million year-over-year [2] Future Projections - The company raised its full-year 2025 adjusted revenue projection to $1,040–$1,060 million, with expectations of $610 million in Nuvaxovid product sales and $35–45 million in adjusted supply sales [3] - Analyst Mayank Mamtani from B. Riley Securities reiterated a Buy rating for Novavax but lowered the price target from $18 to $16 [3] Company Overview - Novavax is a biotechnology firm focused on developing and commercializing innovative vaccines to prevent serious infectious diseases, utilizing recombinant nanoparticle technology and its proprietary Matrix-M adjuvant to enhance immune response [4]