Group 1 - The hotel industry is experiencing a slowdown, with some companies being more adversely affected than others [1]

Core Insights - Robert Half Inc. (RHI) is projected to experience declines in both sales and earnings in 2025 due to a weak job market, marking a five-year low for the company [1][7] - The company specializes in talent solutions and business consulting, providing services in various fields including finance, technology, and legal [2] Financial Performance - In Q1 2025, Robert Half reported earnings of $0.17, missing the consensus estimate of $0.36 by $0.19, marking the second consecutive earnings miss and the third in the last four quarters [3] - Global enterprise revenues decreased by 8% on a reported basis and 6% on an adjusted basis, falling from $1.476 billion to $1.352 billion year-over-year [3] Market Sentiment - Business confidence has declined due to economic uncertainties, leading to prolonged decision cycles and reduced hiring activity [4] - Analysts remain bearish on Robert Half for 2025, with earnings expected to fall for the third consecutive year, and the Zacks Consensus estimate for 2025 has been revised down to $1.78 from $2.02 [5] Stock Performance - Shares of Robert Half have dropped to five-year lows, down 18.3% over the last five years, while the S&P 500 has gained 101% during the same period [7] - The company has a forward price-to-earnings (P/E) ratio of 22.7, which is considered high compared to the typical value stock threshold of under 15 [8] Dividend Considerations - Robert Half offers a dividend yield of 5.9%, with a recent payout of $0.59 per share, annualized to $2.36 [8] - Concerns arise regarding the sustainability of the dividend amidst declining earnings, with the 2025 Zacks Consensus projecting earnings of only $1.78 [8]

Here to break down the chart in crude is Renaissance Macros's Jeff Degraphth. It's good to see you. Welcome back.Thanks, Scott. I mean, a remarkable trade when you consider what people were worried about and then in a couple of days how the reversal has taken place. It's pretty stunning.Yeah, it certainly is. Um, look, you had an overbought condition. Um, that overbought condition was driven by obviously fear and sentiment, but that was taking place in the whole context of a downtrend. And that downtrend's ...

Core Viewpoint - CarMax reported better-than-expected Q1 results, with revenue rising approximately 6% year-over-year to $7.55 billion and earnings exceeding predictions at $1.38 per share, leading to a nearly 6% surge in stock price [2] Financial Performance - CarMax experienced a 6.6% rise in same-store sales year-over-year during the quarter, indicating a positive shift after a slight decline over the past two years [2] - The company noted an improvement in gross margins, with retail gross profit per used unit nearing an all-time high due to increased demand and cost efficiencies [2] - Quarterly revenues grew 6.7% to $6.0 billion compared to $5.6 billion a year prior, contrasting with a 4.8% improvement for the S&P 500 [6] - CarMax's revenues have decreased 0.7% from $27 billion to $26 billion in the last 12 months, against a 5.5% growth for the S&P 500 [6] Valuation Comparison - CarMax's price-to-sales (P/S) ratio is 0.4 compared to 3.1 for the S&P 500, and its price-to-earnings (P/E) ratio stands at 19.7 versus 26.9 for the benchmark [6] - The current valuation of CarMax appears moderate when compared to its operational performance and financial health over recent years [3] Profitability Metrics - CarMax's operating income for the last four quarters was -$221 million, reflecting an operating margin of -0.8% [7] - The operating cash flow (OCF) for this period was $624 million, indicating an OCF margin of 2.4%, compared to 14.9% for the S&P 500 [7] - Net income for the four-quarter period was $501 million, resulting in a net income margin of 1.9%, against 11.6% for the S&P 500 [7] Financial Stability - CarMax's total debt was $19 billion at the end of the most recent quarter, with a market capitalization of $11 billion, leading to a debt-to-equity ratio of 194.8% compared to 19.4% for the S&P 500 [9] - Cash and cash equivalents amount to $247 million of the $27 billion in total assets, resulting in a cash-to-assets ratio of 0.9% [9] Downturn Resilience - KMX stock has historically performed worse than the S&P 500 during several downturns, indicating lower resilience in adverse market conditions [9] - The stock experienced a significant decline of 64.0% from a peak of $154.85 in November 2021 to $55.69 in October 2022, compared to a 25.4% drop for the S&P 500 [10] - During the COVID pandemic, KMX stock fell 56.6% from a high of $101.90 in February 2020 to $44.27 in March 2020, versus a 33.9% decline for the S&P 500 [11] Overall Assessment - CarMax's performance across key metrics indicates extremely weak operational performance and financial condition, leading to the conclusion that KMX is a very unattractive stock to buy [12][14]

19 Jun 2025 05:24:15 ET │ 9 pages China Battery Materials Lithium into 3rd week of Jun – Market building surplus, low prices will pressure suppliers CITI'S TAKE Citi Commodity Team updated their 3Q25 lithium outlook this week (see report), downgrading 0-3mth price for SC6 spodumene to US$600/t (from US$700/t) and maintaining 0-3mth price target of US$7k/t for lithium salts – China carbonate (incl. VAT) and hydroxide CIF Asia. The updated balances suggest that the lithium market has been building large surpl ...

NEW YORK, June 19, 2025 (GLOBE NEWSWIRE) -- Gainey McKenna & Egleston announces that a securities class action lawsuit has been filed in the United States District Court for the Northern District of California on behalf of all persons or entities who purchased or otherwise acquired Reddit, Inc. (“Reddit” or the “Company”) (NYSE: RDDT) securities between October 29, 2024 and May 20, 2025, both dates inclusive (the “Class Period”). The Complaint alleges that defendants failed to disclose: (i) changes in Googl ...

We spoke just a few moments ago about what we were expecting. 7-2 seems to have been the consensus a little bit may be more dovish in terms of the vote split. That looks like it, Guy.Absolutely. As you say, the hold was widely expected, but all the focus as your last guest was also saying, is on whether the break down was going to be seven members of the monetary policy committee voting to to hold and to for a quarter point cut. But in fact, we've got three for a quarter point cut.And it looks like the addi ...

平时我们做开发写文档免不了要写笔记， 从最初的 .txt （现在应该绝迹了吧），到后来的有道云笔记、印象笔记，再到近年来的 Notion、Obsidian... 各种其实都尝试过，今天就来试试新的笔记软件 Joplin。 项目名： Joplin -- 免费、开源、跨平台的笔记应用 。 移动端应用也支持： | Download | Operating System | | Alt. Download | | --- | --- | --- | --- | | GET IT ON | Android | Google Play | or download the APK file | | App Store | ios | GET IT ON THE | | 操作界面： | + 新建笔记 + 新建待办事项 | RUNOOB - Markdown 入门完全指南 | 17/06/2025 15:30 @ en Q 0 0 | | --- | --- | --- | | Q All 搜索 ... | V 12 B I 8 {;} @ & 因 ** H ** 田 》 | M4 M | | 1. Welcome to Jo ...

[Muzyka] Zdarzyło wam się, że ktoś kiedyś zapytał was: "Jak się masz, ale nie czekał na odpowiedź. Nie zdążyliście mu o niczym wspomnieć, bo dalej mówił tylko o sobie. W pędzie codzienności łatwo jest zatracić coś, co wydaje się tak banalne, a jest kluczowe.Relacje, autentyczną ciekawość drugiego człowieka, uważne spojrzenie, słuchanie tego, co ktoś ma nam do powiedzenia i chęć do pomocy. Relacje są fundamentem każdej zmiany społecznej i doskonale wiedzą o tym organizacje pozarządowe, które czerpią siłę z e ...

Przestrzeń [Aplauz] informacyjna wokół nas wypełniana jest ostrzeżeniami o katastrofach, które niosą potencjalne zmiany. Najbardziej, najwięcej rozmawiamy o nadchodzących, potencjalnych zagrożeniach, które niesie nam zmieniająca się ilość energii w atmosferze, zmiany klimatyczne, ekstremalne zjawiska pogodowe. Czego się baliśmy 20, 30, 40 lat temu.To były inne lęki. Ja chcę wam pokazać, co się stało z dwoma katastrofami, które nam wieszczono w latach 80. X wieku, poprzedniego wieku.Co się zmieniło w ciągu k ...