Core Insights - The Vanguard International High Dividend Yield ETF (VYMI) has reached an all-time high and is up nearly 20% in the first half of 2025 [1] - The ETF tracks the FTSE All-World ex US High Dividend Yield index, focusing on international stocks that pay above-average dividends [5] - Despite being at a peak, the ETF remains an attractive investment option compared to U.S. high-dividend counterparts [9] ETF Performance and Composition - The ETF has a dividend yield of approximately 4.1% and a low expense ratio of 0.17% [5] - The portfolio consists of about 1,550 stocks, with 44% in European companies, 26% in developed Asia-Pacific markets, and 21% in emerging markets [6] - The top holdings include well-known companies such as Nestle, Novartis, Toyota, Shell, and Royal Bank of Canada [7] Valuation Metrics - The average P/E ratio of the ETF is 12.0, with an earnings growth rate of 13.7% over the past five years, resulting in a PEG ratio of 0.88 [10] - In comparison, the U.S.-focused Vanguard High Dividend Yield ETF (VYM) has a higher average P/E of 19.1 and a PEG ratio of 1.79 [10] Investment Outlook - The Vanguard International High Dividend Yield ETF is considered to have a significant valuation gap compared to U.S. high-dividend stocks, making it a potentially good value [11] - The ETF has been a top-performing investment in 2025, and there is confidence in adding to the investment at current prices [12]

From @WSJopinion: Some investors hope Hong Kong will give up its peg to the U.S. dollar. They’re likely to keep hoping, writes Joseph Sternberg. https://t.co/wyObNRgO9h ...

Company Performance - Western Union's stock decreased by 2.79% to $8.35, underperforming the S&P 500, which fell by 0.33% [1] - Over the past month, Western Union shares have declined by 5.91%, while the Business Services sector lost 2.01% and the S&P 500 gained 4.07% [1] Upcoming Earnings - The company is expected to report an EPS of $0.44, unchanged from the prior-year quarter, with projected net sales of $1.03 billion, down 3.59% from the previous year [2] - For the full year, analysts expect earnings of $1.77 per share and revenue of $4.12 billion, reflecting changes of +1.72% and -2.18% respectively from last year [3] Analyst Estimates - Recent changes in analyst estimates for Western Union are crucial as they indicate shifts in near-term business trends, with positive changes suggesting a favorable outlook on business health and profitability [4] - The Zacks Rank system, which considers estimate changes, currently rates Western Union as 3 (Hold) [6] Valuation Metrics - Western Union is trading at a Forward P/E ratio of 4.86, significantly lower than the industry average Forward P/E of 16.76 [7] - The company has a PEG ratio of 2.43, compared to the Financial Transaction Services industry's average PEG ratio of 1.33 [8] Industry Context - The Financial Transaction Services industry, part of the Business Services sector, holds a Zacks Industry Rank of 65, placing it in the top 27% of over 250 industries [9]

Group 1: Company Performance - NetApp's stock closed at $105.27, reflecting a -1.08% change from the previous day, underperforming the S&P 500's loss of 0.33% [1] - Over the past month, NetApp shares gained 3.38%, which is lower than the Computer and Technology sector's gain of 5.24% and the S&P 500's gain of 4.07% [1] Group 2: Earnings Projections - NetApp's upcoming earnings per share (EPS) are projected to be $1.54, indicating a 1.28% decrease from the same quarter last year, with quarterly revenue expected to be $1.54 billion, down 0.15% from the previous year [2] - For the full year, analysts expect earnings of $7.72 per share and revenue of $6.74 billion, representing increases of +6.48% and +2.58% respectively from last year [3] Group 3: Analyst Estimates and Rankings - Recent changes to analyst estimates for NetApp suggest a favorable outlook on the company's business health and profitability [4] - The Zacks Rank system, which assesses stocks from 1 (Strong Buy) to 5 (Strong Sell), currently ranks NetApp at 3 (Hold), with the consensus EPS estimate moving 0.48% lower over the last 30 days [6] Group 4: Valuation Metrics - NetApp has a Forward P/E ratio of 13.78, which is in line with the industry average [7] - The company has a PEG ratio of 1.97, compared to the Computer-Storage Devices industry's average PEG ratio of 1.95 [8] Group 5: Industry Context - The Computer-Storage Devices industry is part of the Computer and Technology sector and holds a Zacks Industry Rank of 27, placing it in the top 11% of over 250 industries [9]

Louisiana-Pacific (LPX) ended the recent trading session at $92.91, demonstrating a -3.7% change from the preceding day's closing price. The stock trailed the S&P 500, which registered a daily loss of 0.33%. At the same time, the Dow lost 0.63%, and the tech-heavy Nasdaq lost 0.22%. Shares of the home construction supplier witnessed a gain of 6.65% over the previous month, beating the performance of the Construction sector with its gain of 5.56%, and the S&P 500's gain of 4.07%.The investment community will ...

Group 1: Company Performance - Affirm Holdings (AFRM) closed at $64.72, reflecting a -5.58% change from the previous day, which is less than the S&P 500's daily loss of 0.33% [1] - Over the past month, shares of Affirm Holdings have appreciated by 12.28%, outperforming the Computer and Technology sector's gain of 5.24% and the S&P 500's gain of 4.07% [1] Group 2: Earnings Projections - The upcoming earnings release for Affirm Holdings is projected to show earnings per share (EPS) of $0.09, indicating a 164.29% increase from the same quarter last year [2] - Revenue is expected to reach $835.09 million, reflecting a 26.69% increase compared to the year-ago quarter [2] - For the full year, earnings are projected at $0.03 per share and revenue at $3.18 billion, representing changes of +101.8% and 0%, respectively, from the prior year [3] Group 3: Analyst Estimates and Rankings - Recent modifications to analyst estimates for Affirm Holdings indicate changing near-term business trends, with positive revisions suggesting analysts' confidence in business performance [4] - The Zacks Rank system, which includes estimate changes, currently ranks Affirm Holdings at 3 (Hold) [6] Group 4: Valuation Metrics - Affirm Holdings is trading at a Forward P/E ratio of 97.46, which is a premium compared to the industry average Forward P/E of 28.6 [7] - The company has a PEG ratio of 2.49, compared to the industry average PEG ratio of 2.21 [7] Group 5: Industry Context - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 67, placing it in the top 28% of all industries [8]

Company Performance - Intuitive Surgical, Inc. (ISRG) stock was down 2.66% at $512.06, underperforming the S&P 500's daily loss of 0.33% [1] - Over the previous month, ISRG shares gained 2.54%, outperforming the Medical sector's loss of 0.32% but underperforming the S&P 500's gain of 4.07% [1] Upcoming Earnings - The upcoming earnings report for Intuitive Surgical is expected on July 22, 2025, with a forecasted EPS of $1.92, reflecting a 7.87% increase from the same quarter last year [2] - Revenue is projected at $2.35 billion, indicating a 16.81% rise from the equivalent quarter last year [2] Full Year Estimates - For the full year, earnings are projected at $7.84 per share and revenue at $9.65 billion, showing increases of +6.81% and +15.56% respectively from the previous year [3] Analyst Estimates - Recent changes to analyst estimates for Intuitive Surgical reflect short-term business trends, with positive revisions indicating optimism about the business outlook [3] Zacks Rank - Intuitive Surgical is currently rated as Zacks Rank 2 (Buy), with the Zacks Rank system showing a strong track record of performance [5] Valuation Metrics - The company has a Forward P/E ratio of 67.09, significantly higher than the industry average of 23.76 [6] - The PEG ratio for ISRG is 4.44, compared to the Medical - Instruments industry's average PEG ratio of 2.29 [6] Industry Overview - The Medical - Instruments industry, part of the Medical sector, has a Zacks Industry Rank of 168, placing it in the bottom 32% of over 250 industries [7] - Top-rated industries (top 50%) outperform the bottom half by a factor of 2 to 1 [7]

Company Performance - MINISO Group Holding Limited Unsponsored ADR (MNSO) closed at $17.74, reflecting a -1.93% change from the previous day, underperforming the S&P 500's daily loss of 0.33% [1] - Over the past month, MNSO shares have decreased by 1.47%, while the Retail-Wholesale sector gained 0.67% and the S&P 500 increased by 4.07% [1] Upcoming Earnings - The upcoming earnings disclosure is highly anticipated, with a consensus estimate forecasting revenue of $672.03 million, representing a 21.03% growth compared to the same quarter last year [2] Annual Forecast - For the entire year, Zacks Consensus Estimates predict earnings of $1.12 per share and revenue of $2.9 billion, indicating changes of -2.61% for earnings and +22.75% for revenue compared to the previous year [3] Analyst Revisions - Recent revisions to analyst forecasts for MNSO are important as they reflect near-term business trends, with positive revisions indicating optimism about the business outlook [4] Zacks Rank - The Zacks Rank system currently rates MNSO as 5 (Strong Sell), with no changes in the consensus EPS estimate over the past month [6] Valuation Metrics - MNSO is trading at a Forward P/E ratio of 16.22, which is a discount compared to its industry's Forward P/E of 17.97 [7] - The company has a PEG ratio of 1.06, while the average PEG ratio for Retail - Apparel and Shoes stocks is 2.02, indicating a more favorable valuation relative to expected earnings growth [8] Industry Context - The Retail - Apparel and Shoes industry, part of the Retail-Wholesale sector, has a Zacks Industry Rank of 209, placing it in the bottom 16% of over 250 industries [8][9]

Company Performance - BRF's stock price decreased by 3.23% to $3.90, underperforming the S&P 500's daily loss of 0.33% [1] - Over the past month, BRF shares increased by 9.81%, outperforming the Consumer Staples sector's decline of 0.8% and the S&P 500's gain of 4.07% [1] Financial Projections - BRF is expected to report earnings of $0.11 per share, indicating no growth compared to the same quarter last year [2] - For the entire fiscal year, earnings are projected at $0.39 per share and revenue at $12.15 billion, reflecting increases of +8.33% and +11.05% respectively from the previous year [2] Analyst Sentiment - Recent revisions to analyst forecasts for BRF are important as they indicate changing near-term business trends and analysts' confidence in performance [3] Valuation Metrics - BRF has a Forward P/E ratio of 10.33, which is lower than the industry average of 16.17, suggesting it is trading at a discount [6] - The company has a PEG ratio of 0.25, significantly below the industry average PEG ratio of 1.63 [6] Industry Context - The Food - Miscellaneous industry, which includes BRF, has a Zacks Industry Rank of 185, placing it in the bottom 26% of over 250 industries [7] - Stronger industry groups, as indicated by the Zacks Industry Rank, tend to outperform weaker groups by a factor of 2 to 1 [7]

In the latest close session, Uber Technologies (UBER) was down 1.05% at $95.39. This change lagged the S&P 500's 0.33% loss on the day. At the same time, the Dow lost 0.63%, and the tech-heavy Nasdaq lost 0.22%. Shares of the ride-hailing company witnessed a gain of 12.59% over the previous month, beating the performance of the Computer and Technology sector with its gain of 5.24%, and the S&P 500's gain of 4.07%.Market participants will be closely following the financial results of Uber Technologies in its ...