Chevron Corporation (NYSE:CVX) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer showed pessimism toward the stock due to industry conditions. He said: “Finally, Friday, we have, oh look what it is, right, Chevron and Exxon… Two laggards that are linked to the price of crude, which means it’s very hard for them to get any traction, are Chevron and Exxon.” Goldman, UBS Boost Chevron Price Targets as Post-Hess Free Cash Flow Outlook Brightens Photo by Luis Ramirez on Unsplash Chev ...

Cleveland-Cliffs Inc. (NYSE:CLF) is one of the top steel stocks to buy amid US tariffs. On October 7, Cleveland-Cliffs Inc. (NYSE:CLF) announced the upsizing of an additional $275 million aggregate principal amount of senior unsecured notes due 2034. Cleveland-Cliffs Inc. (CLF) Moves To Bolster Balance Sheet to Manage Debt The additional notes are part of the company’s 7.625% Senior Guaranteed Notes issued in the amount of $850 million. The issuance of the notes is part of the company’s bid to strengthen ...

RTX Corporation (NYSE:RTX) is among the 10 Largest Defense Stocks in 2025. On October 21, the company reported financial results for the third quarter of fiscal 2025, with revenue and earnings both beating estimates. Several Analysts Lift RTX Corporation (RTX)'s Price Targets Following Q3 Earnings Beat The Arlington, Virginia-based firm also announced to raise its revenue and profit guidance for the full year, amid soaring demand for its missiles and aftermarket services, which strengthened its ability t ...

Group 1 - 1 Main Capital reported a net return of 6.3% in Q3 2025, underperforming the S&P 500 and Russell 2000 which returned 8.1% and 12.4% respectively [1] - The fund's performance was influenced by easing trade war fears and increased investor confidence due to expectations of rate cuts supporting economic growth [1] Group 2 - Radiant Logistics, Inc. (AMEX:RLGT) is highlighted as a stock of interest, with a one-month return of -1.31% and a 52-week loss of 9.87% [2] - As of October 21, 2025, Radiant Logistics, Inc. had a stock price of $6.03 and a market capitalization of $284.817 million [2] - The company is described as an underfollowed non-asset based third-party logistics provider, trading at 7x trailing and 5x normalized EBITDA, which is considered a low multiple compared to larger peers [3] Group 3 - Radiant Logistics, Inc. was held by 16 hedge fund portfolios at the end of Q2 2025, an increase from 13 in the previous quarter [4] - Despite the potential of Radiant Logistics, the analysis suggests that certain AI stocks may offer greater upside potential and lower downside risk [4]

Conestoga Capital Advisors, an asset management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equity markets continued their momentum that began in early April, reaching new all-time highs in the third quarter. The Mid Cap Composite returned -3.2% net-of-fees in the third quarter, compared to a 2.8% gain for the Russell Midcap Growth Index. The strategy’s focus on high-quality, profitable companies struggled to keep pace in the quarter amid risk-on do ...

Group 1 - American Express Company (NYSE:AXP) recently reported strong earnings, breaking its post-earnings losing streak, with fantastic results and improved overseas business performance [1] - The company raised the low end of its full-year sales and earnings guidance, indicating positive growth expectations [1] - Credit metrics are improving, with only 1.3% of card members' loans and receivables being 30 days or more past due, which is a positive sign for the company's financial health [1] Group 2 - American Express provides a range of services including credit and charge cards, payment and financing solutions, and travel and lifestyle services [2] - While American Express shows potential as an investment, certain AI stocks are considered to offer greater upside potential and less downside risk [2]

Core Viewpoint - ONEOK, Inc. (NYSE:OKE) is identified as a strong investment opportunity despite current market challenges, with a maintained "Buy" rating from Morgan Stanley and a price target of $110.00, indicating a potential dislocation in valuation relative to fundamentals [1][2]. Group 1: Analyst Ratings and Market Sentiment - Morgan Stanley's analyst Robert Kad supports a "Buy" rating for ONEOK, citing its potential for healthy performance in the midstream sector despite negative oil macro risks [1]. - The positive investor sentiment is attributed to ONEOK's current valuation, cash flow resilience, and management's effective execution track record [2]. - The company's strategy of counter-cyclical share repurchases over accelerated deleveraging is viewed as a favorable approach [2]. Group 2: Performance and Market Challenges - ONEOK was noted as one of the largest detractors in ClearBridge Investments' Q2 2025 investor letter, primarily due to the OPEC+ decision to increase production, which negatively impacted oil price outlook [3]. - The company is recognized as one of the largest diversified energy infrastructure firms in the U.S., operating a vast network of natural gas liquids, natural gas, refined products, and crude oil assets [3].

The Cigna Group (NYSE:CI) is one of the 11 Dirt Cheap Stocks to Buy According to Analysts. On October 15, Wolfe Research lowered its price target on The Cigna Group (NYSE:CI) from $345 to $325 and kept an Outperform rating. Wolfe Research pointed out that even after moderating its numbers slightly, it still sees The Cigna Group’s (NYSE:CI) stock as cheap at about 9 times its revised 2026 EPS forecast. Wolfe Research Lowers Cigna (CI) Price Target but Keeps Outperform Rating The research firm believes Th ...

Public Service Enterprise Group Incorporated (NYSE:PEG) is included among the 12 Best Nuclear Power Dividend Stocks to Buy Now. Public Service Enterprise Group (PEG) - Among the Best Nuclear Power Dividend Stocks to Buy Now Public Service Enterprise Group Incorporated (NYSE:PEG) is a predominantly regulated energy company that engages in the provision of electric and gas services. The company is involved in nuclear energy through its subsidiary PSEG Power, which owns and operates merchant nuclear generat ...

Core Viewpoint - Comcast Corporation (NASDAQ:CMCSA) is recognized as a compelling investment opportunity despite recent share price declines and challenges in subscriber growth, with analysts highlighting its strong dividend yield and long-term value potential [2][4][6]. Group 1: Price Target and Analyst Ratings - KeyBanc Capital Markets has reduced its price target for Comcast from $45 to $43 while maintaining an Overweight rating, citing concerns over sluggish broadband subscriber growth amid increasing competition [3]. - The firm anticipates that fixed wireless and fiber net additions will show both quarterly and yearly increases, indicating potential for future growth [3]. Group 2: Valuation and Competitive Position - KeyBanc views Comcast's current valuation as "quite compelling," despite the lack of immediate catalysts for improved broadband or financial performance [4]. - The company is enhancing its bundled offerings through new pricing and packaging strategies, although the benefits of these changes may take time to materialize [4]. Group 3: Growth Prospects - Analysts expect significant growth in Comcast's Theme Park division, particularly due to the ongoing expansion of the Epic Universe project [5]. - The market currently appears to assign no value to Comcast's Content and Experiences segment, suggesting potential upside if this segment is recognized [5]. Group 4: Dividend Performance - Comcast offers a quarterly dividend of $0.33 per share, resulting in a dividend yield of 4.40% as of October 14, making it attractive to income-focused investors [6]. - The company has a 21-year history of consistent dividend growth, reinforcing its appeal as a reliable dividend stock [6].