In my previous article I outlined a bullish thesis for ZIM, attempting to assess macro risks and their potential impact on the business. In this article I intend to follow-up on theseI am an Engineer with experience in multiple industries. I am a retail trader with over 10 years of experience managing my own personal investments including ETFs, Options, REITs, Stocks, Cryptocurrency, Commodities, Bonds, CDs, and Futures. I am interested in moderate to high risk investment growth via a mix of traditional and ...

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks may lose momentum when their valuations exceed future growth potential [2] - Investing in bargain stocks that exhibit recent price momentum can be a safer strategy, utilizing tools like the Zacks Momentum Style Score to identify potential opportunities [3] Group 2: Allient (ALNT) Stock Analysis - Allient (ALNT) has shown significant price momentum with a four-week price change of 40.9%, indicating growing investor interest [4] - The stock has gained 12.4% over the past 12 weeks and has a beta of 1.39, suggesting it moves 39% more than the market [5] - ALNT has a Momentum Score of B, indicating a favorable time to invest based on momentum [6] Group 3: Earnings Estimates and Valuation - ALNT has received upward revisions in earnings estimates, earning a Zacks Rank 1 (Strong Buy), which is associated with strong momentum effects [7] - The stock is currently trading at a Price-to-Sales ratio of 0.98, suggesting it is undervalued as investors pay only 98 cents for each dollar of sales [7] Group 4: Additional Investment Opportunities - Besides ALNT, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - Zacks offers over 45 Premium Screens tailored to different investing styles, aiding in the identification of potential winning stocks [9]

Core Viewpoint - Nike and Deckers Outdoor are both struggling in the current economic climate, with Nike down 24% and Deckers down 46% this year, making them vulnerable to discretionary spending declines and increased consumer costs due to tariffs [1] Group 1: Company Performance - Deckers has shown better growth compared to Nike, achieving double-digit growth for multiple quarters, while Nike is facing challenges in maintaining its revenue [2] - Deckers caters to a more diverse customer market, which aids its growth potential, while Nike's larger scale does not guarantee better performance [4] - Deckers' annual sales are approximately $5 billion, significantly lower than Nike's $50 billion, allowing it to maintain a high growth rate with less revenue pressure [4] Group 2: Valuation Comparison - Both companies have seen their valuations decrease sharply this year, with their price-to-earnings (P/E) multiples now being comparable [5] - Nike is trading at a slightly higher valuation than Deckers, despite its larger market presence and stronger brand [7] Group 3: Future Outlook - Deckers is currently experiencing excellent growth and has a promising long-term trajectory due to its diverse product lines, despite potential challenges from tariffs and economic slowdowns [8] - Nike is undergoing a long and uncertain transition, with management focusing on reconnecting with retailers and launching innovations, but faces challenges from rising fast fashion trends and consumer price sensitivity [9] - Deckers is viewed as the better investment option due to its growth rate and lower P/E ratio, without the complications of a turnaround strategy that Nike is facing [10]

Core Viewpoint - The article emphasizes a positive outlook on Amazon (NASDAQ: AMZN) following its Q4 '24 earnings selloff, recommending investors to buy during the selloff and hold the stock long-term [1]. Group 1: Company Analysis - Amazon's stock is viewed favorably despite recent market uncertainties, particularly in the retail sector, which has been influenced by investor focus on semiconductors and fintech [1]. - The analyst expresses a beneficial long position in Amazon shares, indicating confidence in the company's future performance [2]. Group 2: Market Context - The current market environment is characterized by uncertainty, particularly affecting retail investors, which may create opportunities for those willing to invest in established companies like Amazon [1].

Core Viewpoint - Nike's stock has experienced a significant decline of approximately 50% since the beginning of 2024, with a year-to-date drop of 28% following a previous 30% decline at the end of 2024 [1][2]. Financial Performance - Nike's recent quarter saw a revenue decrease of 9% year over year, with earnings per share falling by 30% to $0.54. This trend is consistent with the trailing nine-month period, where total revenue and earnings per share also fell by 9% and 26% year over year, respectively [3]. - The company anticipates further deterioration in its fiscal fourth-quarter performance, projecting revenue to decline in the mid-teens year over year. Additionally, the gross profit margin is expected to narrow by 400 to 500 basis points compared to the previous year, worsening from a 330 basis point decrease in the fiscal third quarter [5]. Challenges - Nike faces several challenges, including a competitive promotional environment, currency headwinds, restructuring efforts, and tariffs. The recent tariff announcements have complicated global trade, potentially increasing costs and negatively impacting consumer demand [4][6]. Valuation and Investment Considerations - Despite the stock's decline, it is still trading at a premium, with a price-to-earnings ratio of 18 times trailing-12-month earnings and approximately 26 times the consensus estimate for the next 12 months [7]. - Some investors may argue that the current weak earnings are a temporary setback, and the dividend yield of 2.9% provides a cash flow cushion while awaiting recovery [8][9]. - However, the overall risk-reward profile for Nike stock appears unattractive, with concerns that shares may not appreciate significantly if earnings do not grow as expected. There is also a risk that the company may alter its dividend policy if business conditions worsen [10]. Future Outlook - Investors are advised to be patient and consider waiting for a more conservative valuation, potentially around a price-to-earnings multiple of 20 to 22, to mitigate the risk of overpaying for shares [11][12].

TROY, Mich., April 22, 2025 /PRNewswire/ -- Meta Platforms Inc.'s – Facebook's corporate name -- recent report has investors wondering if the company's stock is overvalued. Or is it in the buy range? As such, the Editorial Advisory and Securities Review Committee of BetterInvesting Magazine considers Meta Platforms (NASDAQ:META) as worthy of further study and has named the company its "Stock to Study" for the June/July 2025 double issue for investors' informational and educational use. The fundamental data ...

Core Viewpoint - FedEx Corporation (FDX) appears attractive from a valuation perspective, trading at a forward price-to-sales (P/S) ratio of 0.56, which is lower than the Zacks Transportation—Air Freight and Cargo industry, the S&P 500, and its competitor United Parcel Service (UPS) [1] Financial Performance - FedEx reported lower-than-expected earnings per share (EPS) of $4.51 for Q3 fiscal 2025, missing the Zacks Consensus Estimate of $4.65, primarily due to weak demand and challenging conditions [5][6] - Revenues for the quarter were $22.2 billion, exceeding the Zacks Consensus Estimate of $21.8 billion and showing a 2.1% year-over-year improvement [6] - Average daily shipments fell by 5% year-over-year, influenced by a shortened holiday season, adverse weather, and rising recession fears [5] Earnings Outlook - FedEx has revised its fiscal 2025 EPS outlook down to a range of $18-18.6 from the previous $19-20, marking the third downward adjustment [7] - Revenue expectations have also been adjusted to flat or slightly down year-over-year, compared to prior forecasts of being approximately flat [7] - Earnings estimates for upcoming quarters have decreased over the past 30 days, reflecting the company's ongoing challenges [8][9] Stock Performance - FDX shares have declined over 20.6% in the past year, underperforming compared to UPS and GXO Logistics, which saw declines of 31% and 32%, respectively [11][14] - The stock's performance has been negatively impacted by weak package volumes [11] Strategic Initiatives - FedEx is implementing cost-reduction measures through its DRIVE program, expected to yield savings of $2.2 billion in fiscal 2025, which includes reducing flight frequencies and cutting staff [16] - The company has increased its quarterly dividend by 10% to $1.38 per share, indicating a commitment to shareholder returns [17] Investment Considerations - Despite attractive valuation and shareholder-friendly initiatives, current headwinds such as weak package volumes and economic uncertainty suggest that it may not be an opportune time to buy FDX stock [18][19]

Core Insights - Core Laboratories Inc. (CLB) has seen a significant share price decline of 33.7% over the past three months, which is worse than the broader oil and energy sector's decline of 14.5% and the Field Services sub-industry's decline of 20.3% [1][4] - The company is set to report first-quarter earnings on April 23, with estimates indicating a 34.8% year-over-year decline in earnings and a 4.3% decrease in revenues [3][4] Financial Performance - Q4 2024 revenues were $129.2 million, down 4% sequentially and missing the Zacks Consensus Estimate of $131 million by 1.4%, primarily due to lower U.S. land drilling activity and geopolitical sanctions [4][5] - The Production Enhancement segment reported a 3% year-over-year revenue decline and a 7% sequential drop in Q4 2024, reflecting a slowdown in U.S. onshore drilling activity [5] Guidance and Projections - For Q1 2025, Core Laboratories projects an operating margin decline to around 9%, down from 12% in Q4 2024, indicating lower earnings due to seasonal slowdowns and weak U.S. onshore activity [7] - The U.S. Energy Information Administration forecasts only a modest increase in U.S. oil production from 13.2 million barrels per day in 2024 to 13.5 million barrels per day in 2025, which may hinder recovery in CLB's Production Enhancement business [10] Operational Challenges - Expanded U.S. sanctions have negatively impacted crude assay laboratory services and product sales, particularly in international markets, affecting Reservoir Description revenues [9] - A 9% sequential decline in inventory levels in Q4 2024 suggests potential supply-chain challenges, which could impact revenues if demand increases unexpectedly [11] Capital Expenditures and Valuation - Higher planned capital expenditures in 2025, including rebuilding the Aberdeen facility, could temporarily reduce free cash flow available for shareholder returns and debt reduction [12] - Core's EV/EBITDA ratio is 8.26, significantly higher than the industry average of 5.62, indicating potential overvaluation compared to peers [13] Summary - The company is facing a mix of internal challenges and external pressures, including declining revenues, shrinking margins, and geopolitical disruptions, leading to a recommendation to avoid CLB stock for now [16]

Core Viewpoint - Deckers Outdoor has experienced significant stock volatility, with a notable decline of 53% from its 52-week high despite strong financial performance, raising concerns about trade tariffs impacting the company [1] Group 1: Company Performance - Deckers Outdoor is recognized for its footwear brands, particularly Ugg and Hoka, with Hoka projected to generate over $2 billion in sales this year, more than doubling its size in three years [3] - In fiscal Q3 2025, total net sales increased by 17.1% year over year, and earnings per share (EPS) rose by 19% to a record $3, with Hoka brand sales surging 24% [4] - Deckers is gaining market share as competitors like Nike face declining sales, supported by a solid balance sheet with $2.2 billion in cash and zero debt [5] Group 2: Trade Tariff Concerns - Deckers relies on overseas manufacturing in China and Vietnam, facing challenges from tariffs imposed by the Trump administration, including a 10% baseline tax and higher rates on imports from Vietnam and China [6] - There is potential for tariff relief as discussions between the U.S. and Vietnam leaders suggest a possible trade deal, which could significantly benefit Deckers since most of its footwear is sourced from Vietnam [7][8] Group 3: Valuation and Market Position - The decline in Deckers' stock price has led to concerns about profit margins and growth sustainability, but the stock is now trading at a forward price-to-earnings ratio of 16, presenting a bargain compared to peers like Nike and On Holding, which trade at 27 and 33 respectively [9][10][11] - The recent sell-off positions Deckers as a value pick in the industry, despite uncertainties regarding future earnings [10][11] Group 4: Investment Outlook - Deckers Outdoor is viewed as a compelling investment opportunity due to its brand momentum, strong growth, and attractive valuation, making it a potential buy-the-dip candidate for diversified portfolios [13]

Core Viewpoint - The beverage industry presents diverse investment opportunities, with Constellation Brands and Coca-Cola as key players, but their stock performances have diverged significantly in early 2025 [1][2]. Constellation Brands - Constellation Brands is facing challenges due to a 20% tariff on imports from Mexico, impacting its flagship brands like Corona and Modelo [3]. - The company is implementing strategic measures such as cost cuts, inventory stockpiling, and potential price hikes to mitigate the impact of increased costs [4]. - Despite recent turbulence, analysts project a 2% revenue growth and a 12% increase in earnings per share (EPS) to an estimated $13.46, indicating strong underlying demand [5]. - The stock is currently trading at a forward price-to-earnings (P/E) ratio of 13, which is considered a bargain compared to Coca-Cola's P/E ratio of around 24 [6]. - There is optimism that the tariffs may be temporary, and the fundamentals of Constellation Brands remain solid, making it a potential buy for investors [7]. Coca-Cola - Coca-Cola has effectively navigated tariff pressures due to its robust global supply chain and diverse product portfolio, which includes over 200 brands [8]. - In 2024, Coca-Cola's organic revenue grew by 14% year-over-year, with adjusted EPS increasing by 7% to $2.88, and management anticipates continued growth in 2025 [9]. - The company's strong execution across various economic conditions has established it as a stable investment, supported by high-quality earnings and cash flow [10]. - Coca-Cola has a long history of dividend increases, with a recent hike of 4.8% to $0.51 per share, resulting in a current dividend yield of nearly 3%, higher than Constellation Brands' 2.2% yield [10]. Investment Decision - While both stocks are viewed positively, Constellation Brands is considered the better buy due to its discounted valuation and potential for outperforming in 2025 [11]. - The significant sell-off in Constellation Brands may have already factored in worst-case scenarios, positioning it favorably for future performance as financial results reaffirm its strengths [12].