talk. It does take us to our talk of the tape. The risks and rewards of buying stocks at record highs.Goldman Sachs just upping its view of global equities today thanks to strong earnings and a Fed easing cycle. Our next guest bumping up his own outlook as well. Brian Bellski is BIMO's chief investment strategist.He's here with us at Post 9. It's good to see you. Uh, welcome.So, we obviously watching the president and uh, uh, Benjamin Netanyahu at the White House. We're trying to figure out what's going on ...

Key Takeaways Carnival posted Q3 EPS of $1.43 and revenues of $8.15B, both beating consensus and rising year over year.Stronger yields and cost controls led CCL to lift FY25 net income and EPS view for the 3rd straight quarter.Bookings remain robust, with nearly half of 2026 already sold at record prices and 2027 off to a solid start.Carnival Corporation & plc (CCL) reported impressive third-quarter fiscal 2025 (ended Aug. 31, 2025) results, with adjusted earnings and revenues beating the Zacks Consensus Es ...

Valued at a market cap of $237.8 billion, American Express Company (AXP) is a financial services company known for its charge cards, credit cards, and traveller’s cheques. The New York-based company offers payments and travel services to consumers, small businesses, and corporations. It is scheduled to announce its fiscal Q3 earnings for 2025 before the market opens on Friday, Oct. 17. Ahead of this event, analysts expect this credit services giant to report a profit of $3.93 per share, up 12.6% from $3.4 ...

Welcome to the forum for Dividend Growth Investing discussion on Seeking Alpha. A new article is posted every two weeks as a space for sharing of ideas, discussing concepts, and digging deeper on DGI. All previous blogs are listed in chronological succession on the main chat page. As promised and with your valued feedback, we are publishing a new version of the article with some changes to make it more engaging. The structure of the article will now include a response from one of you in the community reg ...

New York-based Marsh & McLennan Companies, Inc. (MMC) provides advice and solutions to clients in the areas of risk, strategy, and people worldwide. With a market cap of $98.1 billion, Marsh & McLennan operates through Risk and Insurance Services and Consulting segments. The insurance giant is gearing up to announce its third-quarter results before the market opens on Thursday, Oct. 16. Ahead of the event, analysts expect MMC to deliver an adjusted profit of $1.80 per share, up 10.4% from $1.63 per share  ...

Core Viewpoint - Carnival Corporation is experiencing strong demand for cruise vacations, allowing it to avoid heavy discounting and improve revenue and profit margins despite concerns about its debt load [1][2]. Company Performance - Carnival's Q3 sales are expected to reach a record $8.07 billion, reflecting a 2% increase, while earnings per share (EPS) are projected to rise 4% to $1.32 [3]. - The company has exceeded EPS expectations for 11 consecutive quarters, with an average earnings surprise of 169.85% in the last four quarters [3][4]. - Carnival's total sales are projected to grow by 6% in fiscal 2025, with FY26 sales expected to reach $27.56 billion, although this growth lags behind competitors like Royal Caribbean and Norwegian Cruise Line [5][6]. Earnings Growth - Carnival is anticipated to have a 42% EPS growth rate this year, leading its peers, with annual earnings expected to rise to $2.02 per share compared to $1.42 in FY24 [6]. - The projected FY26 EPS growth rate of 14.85% is expected to trail competitors but still surpass the S&P 500 benchmark [7]. Stock Performance - Year-to-date, Carnival's stock has gained over 20%, outperforming broader indexes, while Royal Caribbean has seen a 40% increase [8]. - Over the last three years, Carnival and Royal Caribbean stocks have posted significant gains of over 230% and 600%, respectively [8]. Valuation Comparison - Carnival shares are currently trading at $30 with a forward earnings ratio of 15.1X, which is a discount compared to Royal Caribbean's 21X [10][11]. - Both Carnival and Norwegian stocks are trading below the optimal level of less than 2X forward sales, while Royal Caribbean trades at 5.1X [11]. Investment Outlook - Carnival is positioned as a strong investment opportunity in the cruise sector, holding a Zacks Rank 2 (Buy), while Norwegian also shares this favorable ranking [12].

Commanding a hefty market capitalization of roughly $253.7 billion, Morgan Stanley (MS) stands among the world’s major financial institutions. Headquartered in New York, the firm operates in 42 countries and offers services spanning investment banking, securities, wealth management, and investment management to clients ranging from governments and corporations to institutions and individuals. The leading investment bank is all set to report its fiscal 2025 third-quarter earnings before the market opens on ...

The PNC Financial Services Group, Inc. (PNC) ranks among the largest U.S. financial institutions, offering retail and business banking, lending, corporate and government services, as well as wealth and asset management, with operations built around serving customers and communities. The company’s market capitalization is approximately $79.8 billion. The financial firm has scheduled the release of its fiscal 2025 third-quarter earnings report before the market opens on Wednesday, October 15. Ahead of this ...

Valued at a market cap of $187.1 billion, Citigroup Inc. (C) operates as one of the largest financial institutions in the world. The New York-based financial giant focuses on safeguarding assets, lending money, making payments, and accessing the capital markets on behalf of its clients. Its customers include corporations, governments, institutions, and individuals. The financial sector giant is expected to report its third-quarter results before the market opens on Tuesday, Oct. 14. Ahead of the event, an ...

Company Overview - COPT Defense (CDP) is a real estate investment trust (REIT) based in Columbia, specializing in suburban office properties [3] - The company has experienced a price change of -3.91% this year [3] Dividend Information - CDP currently pays a dividend of $0.31 per share, resulting in a dividend yield of 4.1%, which is lower than the industry average of 4.65% and the S&P 500's yield of 1.52% [3] - The annualized dividend of $1.22 represents a 3.4% increase from the previous year [4] - Over the past five years, CDP has increased its dividend three times, averaging an annual increase of 2.33% [4] - The current payout ratio is 46%, indicating that the company pays out 46% of its trailing 12-month earnings per share as dividends [4] Earnings Growth - The Zacks Consensus Estimate for CDP's earnings in 2025 is $2.67 per share, reflecting a year-over-year growth rate of 3.89% [5] - Future dividend growth will depend on earnings growth and the payout ratio [4] Investment Appeal - CDP is considered an attractive dividend play and a compelling investment opportunity, holding a Zacks Rank of 2 (Buy) [6] - Income investors are drawn to dividends for their potential to enhance stock investing profits and reduce overall portfolio risk [5]