Group 1 - Celestica Inc. (NYSE:CLS) is highlighted as a strong investment opportunity by Jim Cramer, who describes the stock's performance as "beautiful" and compares it favorably to Jabil [1] - Cramer categorizes Celestica as a "strong buy," emphasizing its role in contract manufacturing, which is advantageous in the current tariff environment [1] - The company provides a range of manufacturing and supply chain solutions, including design, engineering, assembly, logistics, and after-market services [1] Group 2 - While Celestica shows potential, there are suggestions that certain AI stocks may offer greater upside potential and lower downside risk [1]

We recently published 10 Stocks Taking a Nosedive. Caesars Entertainment Inc. (NASDAQ:CZR) is one of the worst performers on Wednesday. Caesars Entertainment Inc. (NASDAQ:CZR) extended its losing streak to a third straight day on Wednesday, shedding 5.17 percent to close at $23.38 apiece as investors continued to unload portfolios in gaming stocks amid growing threats posed by the surging prediction markets. The sector has been under pressure since early this month after Robinhood Markets and Kalshi anno ...

Core Insights - Palm Valley Capital Fund reported a 2.35% appreciation in Q3 2025, underperforming the S&P SmallCap 600's 9.11% gain and the Morningstar Small Cap Total Return Index's 7.99% rise [1] - The Fund's cash equivalents increased from 73.5% to 74.1% during the quarter, indicating a cautious investment strategy [1] - Small-cap stocks outperformed large caps due to expectations of Federal Reserve easing and reduced tariff concerns impacting corporate profits [1] Company Analysis: Seaboard Corporation (AMEX:SEB) - Seaboard Corporation's stock experienced a one-month return of -8.82% but gained 13.90% over the past 52 weeks, closing at $3,536.60 with a market capitalization of $3.392 billion on October 7, 2025 [2] - The Fund sold its investment in Seaboard Corporation during Q3 2025, having acquired it at a significant discount to tangible book value, which increased to nearly 50% in early 2025 [3] - Seaboard operates in cyclical industries, showing volatility in operating results, yet has consistently generated profits across various business cycles [3] - The company is actively modernizing and expanding its infrastructure, utilizing cash flows for aggressive investments [3] Investment Sentiment - Seaboard Corporation is not among the top 30 most popular stocks among hedge funds, with 19 hedge fund portfolios holding it at the end of Q2 2025, a slight decrease from 20 in the previous quarter [4] - While Seaboard is recognized for its potential, the analysis suggests that certain AI stocks may offer better upside potential with lower downside risk [4]

Group 1 - ONEOK, Inc. has completed a $3 billion public offering to address its outstanding commercial paper obligations and senior notes due in September 2025 [2][3] - Jim Cramer has assigned a Buy rating to ONEOK, highlighting confidence in the company's leadership and performance despite a recent stock price decline of -1.33% [3] - Bank of America has lowered the stock's price target from $109 to $100 while maintaining a Buy rating, indicating mixed opinions on the stock's future performance [2] Group 2 - ONEOK, Inc. operates as a leader in North American energy infrastructure, managing a vast network of pipelines and assets for natural gas liquids, refined products, and crude oil [4] - The company has strong institutional interest, with 44 hedge funds reported to hold ownership stakes in ONEOK, indicating confidence from institutional investors [3]

Core Insights - Altria Group, Inc. (NYSE:MO) is recognized as one of the most profitable dividend stocks, with a strong history of dividend growth [2][3] - The company faces challenges due to declining smoking rates among US adults, impacting shipment volumes, but has leveraged pricing power to mitigate these effects [3][4] - Altria is diversifying into smokeless alternatives, with its on! nicotine pouch brand showing significant sales growth, indicating a strategic shift to ensure long-term stability [4] Group 1: Dividend Performance - Altria has achieved 56 consecutive years of dividend growth, with a total of 60 increases during this period [2] - Over the last decade, the company's dividend payout has increased by more than 87% [2] Group 2: Market Challenges - The steady decline in smoking rates among US adults has negatively affected Altria's shipment volumes [3] - Despite the challenges, tobacco products exhibit relatively inelastic demand, allowing the company to maintain pricing power [3] Group 3: Strategic Initiatives - Altria is expanding into smokeless alternatives to reduce reliance on traditional tobacco products [4] - The on! nicotine pouch brand has seen a year-over-year sales volume increase of 26.5% in the second quarter [4]

Core Insights - Johnson & Johnson (NYSE: JNJ) is recognized as one of the most profitable dividend stocks, focusing on pharmaceuticals and medical devices after spinning off its consumer health unit into Kenvue [2][3] Financial Performance - In 2024, Johnson & Johnson invested approximately $17 billion in research and development (R&D) and distributed $11.8 billion in dividends, maintaining a quarterly dividend of $1.30 per share, resulting in a dividend yield of 2.77% as of October 6 [3] Business Strategy - The company has 26 products or platforms generating over $1 billion annually, which are crucial for its revenue and cash flow [2] - Johnson & Johnson aims to lead the oncology market with a target of $50 billion in sales, leveraging treatments like Darzalex and Carvykti [4] - The acquisition of Intra-Cellular Therapies for $14.6 billion introduced Caplyta, an antipsychotic drug expected to generate $5 billion annually [4] - Innovation in robotic surgery and cardiovascular care is central to the company's growth strategy in the medical technology sector [4]

Group 1 - Rocket Companies Inc. has experienced a decline in stock performance, dropping 4.83% to close at $16.94, marking a three-day losing streak following the completion of its $14.2 billion acquisition of Mr. Cooper Group [1][2] - The merger with Mr. Cooper Group, a leading home loan and mortgage service provider in the US, has resulted in Rocket Companies' shares losing 13.5% over the past three trading days [2] - A leadership change at Rocket Mortgage, with Mr. Cooper CEO Jay Bray becoming the new president and CEO, may have contributed to the stock's decline [3] Group 2 - The acquisition will lead to the rebranding of Mr. Cooper and its servicing functions under the Rocket umbrella [4]

Group 1 - Victoria's Secret & Co. (NYSE:VSCO) is considered one of the most undervalued retail stocks, with a price target raised from $24 to $29 by Telsey Advisory while maintaining a Market Perform rating [1] - The company showed strong momentum in H1 2025, highlighted by a solid Q2 earnings beat, indicating early signs of progress under new leadership and stabilization under the Path to Potential strategy [2] - Victoria's Secret & Co. operates under multiple brands including Victoria's Secret, Victoria's Secret PINK, and Adore Me, offering a range of products such as sleepwear, loungewear, swimwear, athleisure, lingerie, prestige fragrances, and body care [3]

Core Insights - Bristol-Myers Squibb Company (NYSE:BMY) is recognized as one of the 11 Best Affordable Dividend Stocks to buy now [1] - The company has demonstrated strong sales growth in its portfolio, with at least seven products achieving over 20% sales increases, including Breyanzi, which has more than doubled its sales [2] - The new schizophrenia treatment, Cobenfy, is projected to generate sales of $2.6 billion by 2030 following its FDA approval [3] Financial Performance - For the current year, Bristol-Myers Squibb expects earnings per share to be between $6.35 and $6.65, significantly exceeding its dividend commitment of $2.48 per share annually [4] - The company has a consistent history of raising dividends for 16 consecutive years, currently paying a quarterly dividend of $0.62, resulting in a dividend yield of 5.39% as of October 2 [5] Future Outlook - The strong lineup of new products is anticipated to offset losses from upcoming patent expirations, suggesting that the high-yield dividend could continue to grow for at least another decade [4]

First American Financial Corporation (NYSE:FAF) is included among the 11 Best Affordable Dividend Stocks to Buy Now. First American Financial (FAF) and the Appeal of Affordable Dividend Stocks for Long-Term Investors Photo by Dan Dennis on Unsplash First American Financial Corporation (NYSE:FAF) stands as a leading provider of title insurance, offering protection to real estate buyers and lenders against ownership disputes and other legal complications during property transactions. Alongside this, the c ...