Is the market's week-l long pause working to refresh the bowl for a further climb, or is the market undergoing a midsummer stall much as it did this time last year. Let's ask Avery Sheffield, co-founder and CIO of Vantage Rock Capital. Avery, good to have you here. Great to be here.What is your read on this. It's, you know, we've gone from three months ago this moment of kind of maximum uncertainty to now having a little bit of perceived clarity out there. Does the market have it right that we should feel f ...

With a decade at a Big 4 audit firm specializing in the banking, mining, and energy sectors, I bring a strong foundation in finance and strategy. Currently, I serve as the Head of Finance for a leading owner and operator of retail real estate, where I oversee complex financial operations and strategy. I’ve been an active investor in the U.S. stock market for 13 years, starting with my very first paycheck. Over time, my portfolio has evolved to reflect a balanced approach, with a growing focus on value stock ...

I conduct deep research into two main types of situations. The first type of situation is deep value stocks that are set to grow and underappreciated by the market. The second type of situation is when a change in the world kicks off an investment trend that we expect to continue for the medium-term. I spend time in understanding both change and growth. Change is important because it often marks the beginning of a new trend. While I am sector agnostic, I research the companies and themes with which we inves ...

Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the iShares S&P Small-Cap 600 Value ETF (IJS) , a passively managed exchange traded fund launched on 07/24/2000.The fund is sponsored by Blackrock. It has amassed assets over $6.39 billion, making it one of the larger ETFs attempting to match the Small Cap Value segment of the US equity market.Why Small Cap ValueThere's a lot of potential to investing in small cap companies, but with market capitalization ...

If you're interested in broad exposure to the Mid Cap Value segment of the US equity market, look no further than the iShares S&P Mid-Cap 400 Value ETF (IJJ) , a passively managed exchange traded fund launched on 07/24/2000.The fund is sponsored by Blackrock. It has amassed assets over $7.93 billion, making it one of the larger ETFs attempting to match the Mid Cap Value segment of the US equity market.Why Mid Cap ValueWith market capitalization between $2 billion and $10 billion, mid cap companies usually c ...

Investors with an interest in Financial - Miscellaneous Services stocks have likely encountered both Euronet Worldwide (EEFT) and Coinbase Global, Inc. (COIN) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Ra ...

Investors with an interest in Insurance - Life Insurance stocks have likely encountered both Manulife Financial (MFC) and Sun Life (SLF) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven strateg ...

Investors interested in Technology Services stocks are likely familiar with Vontier Corporation (VNT) and Duolingo, Inc. (DUOL) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank puts an emphasis on earnings esti ...

Market Overview - The Nasdaq and S&P 500 reached new highs at the end of June 2025, with the Nasdaq up 33% since April 8 and the S&P 500 up 25%, largely driven by significant gains from Nvidia and other tech stocks [1] - There may be selling pressure and volatility as the market approaches the second quarter earnings season in mid-July [1] Economic Context - Trade deals, cooling inflation, and strong earnings growth expectations create a bullish environment for Wall Street as summer begins [2] - Investors are encouraged to seek stocks that combine compelling value with improving earnings outlooks for potential buying opportunities in July and beyond [2] Value Stock Screening - The value stock screen utilizes Zacks Rank 1 (Strong Buys) or 2 (Buys) and focuses on stocks with price-to-earnings (P/E) and price-to-sales (P/S) ratios below the industry median [4][8] - The screening process also considers quarterly earnings rates above the industry median and incorporates upgrades and estimate revisions to identify the top seven stocks [5][8] Featured Stock: Hudbay Minerals - Hudbay Minerals Inc. (HBM) is a Canadian mining company focused on producing copper, gold, silver, zinc, and molybdenum, with key assets in Canada, Peru, and the U.S. [6][10] - The company has a growth pipeline that includes projects like Copper World in Arizona, with copper accounting for approximately 57% of its projected 2024 revenue [10] - Hudbay reported a significant beat-and-raise in its first quarter, earning a Zacks Rank 2 (Buy), with projected adjusted earnings growth of 42% in 2025 and a 9% increase in revenue [11] Earnings Estimates - Current earnings estimates for Hudbay are as follows: - Current Quarter (6/2025): $0.17 - Next Quarter (9/2025): $0.15 - Current Year (12/2025): $0.68 - Next Year (12/2026): $0.67 [12] - The most accurate estimates show a potential increase to $0.84 for the current year and $1.16 for the next year, indicating strong growth potential [14] Stock Performance - Hudbay's stock has increased by 260% over the past five years, significantly outperforming the Zacks Basic Materials sector, which rose by 40% [14] - The stock experienced a 33% increase in 2025, reaching new 10-year highs on July 1, while trading in line with its 10-year median at a forward P/E of 15.7X [14]

I am Gen Alpha. I have more than 14 years of investment experience, and an MBA in Finance. I focus on stocks that are more defensive in nature, with a medium- to long-term horizon. Analyst's Disclosure:I/we have a beneficial long position in the shares of CVE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose ...