Southwest Gas (SWX) makes strategic investments to further strengthen its infrastructure and boost operations. The company is also gaining from consistent customer additions. Given its earnings growth opportunities and better debt management, SWX makes for a solid investment option in the utility sector.Let’s focus on the factors that make this Zacks Rank #2 (Buy) company a strong investment pick at the moment.SWX’s Growth Projections & Surprise HistoryThe Zacks Consensus Estimate for 2025 earnings per shar ...

Investors may suddenly feel confused about Carnival (CCL 4.91%) stock. Both Carnival and its largest competitors, Royal Caribbean and Norwegian Cruise Line Holdings, had previously stuck to bullish forecasts as bookings remained strong despite sluggishness in the market.Unfortunately, the industry may have begun to show signs of rough waters. Royal Caribbean raised guidance in its most recent earnings report, while Norwegian reduced guidance on net yield growth, an indication of how much revenue it generate ...

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific securities Core Insights - The May US Treasury refunding is anticipated to occur at a pivotal moment for yield direction, with expectations of no changes to coupon sizes and a skew towards smaller auction sizes [6][10] - Growth in stablecoins is identified as a structural demand source for T-bills, supporting the case for increased bill issuance [6][56] - Robust tax receipts in April bolster confidence in a late August to early September x-date for Treasury cash exhaustion [30][43] Summary by Sections Treasury Issuance and Auction Strategy - The Treasury is expected to maintain current nominal coupon auction sizes during the May refunding, with risks leaning towards smaller sizes rather than larger ones [10][20] - Overall net UST issuance to the private market in 2025 is projected to remain below levels seen in 2023 and 2024 [11][14] - The report outlines expected monthly net UST coupon and T-bill issuance figures for 2025, indicating a structured approach to managing Treasury securities [21][24] Tax Receipts and Fiscal Outlook - April tax receipts showed a significant increase, with total receipts reaching $762 billion, an 8% rise compared to the previous year [33][36] - Year-to-date tax receipts for 2025 have increased by 7% relative to 2024 and 15% compared to 2023, indicating a strong fiscal position [33][34] Market Dynamics and Investor Behavior - Auction results have remained strong, particularly in the long-end tenors, despite some concerns about demand [67][70] - The report refutes narratives of foreign investor "protest sales" of Treasuries, indicating stable demand from foreign entities in recent auctions [76][82] - The demand for T-bills is expected to grow due to the increasing use of Treasury securities as reserves for stablecoins, particularly with legislative support for stablecoin regulation [56][62]