Investors interested in Building Products - Miscellaneous stocks are likely familiar with Jacobs Solutions (J) and Advanced Drainage Systems (WMS) . 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 proven Zacks Rank em ...

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .So far, this year, we have spent even more time than usual on the market rotation, as I expect value stocks to generate substantial alpha this year (and beyond!). This article is not primarily about that. In this article, I'll discuss aLeo Nelissen is a long-term investor and ma ...

Dow Jones jumps 850 points in a powerful rebound: The Dow Jones Industrial Average exploded higher on Thursday, surging 853.91 points, or 1.75%, to 49,762.63, marking one of its strongest single-day rebounds this year. The move came alongside a broad risk-on shift across U.S. assets. The S&P 500 climbed 73.61 points (1.08%) to 6,872.01, while the Nasdaq Composite added 188.76 points (0.84%) to 22,729.34. A significant portion of today’s surge can be traced back to the energy sector's resilience. WTI Crude O ...

Separately, I'm really taken by all the comparisons we saw this week to the conditions ahead of the Dot-Com and GFC downturns. A rotation towards value stocks, as has been happening, did happen before the Dot-Com pop. Bloomberg's Joel Leon actually had a pretty fascinating read on it, if you care. Anecdotally, there's also a lot of firms like Corning that are notching records not seen since... before the bubble popped. Our very-experienced Charley Blaine was also kind enough to remind that the Dow saw relie ...

[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketThe S&P 500 opened pretty flat while traders kept rotating out of tech stocks, sending the Nasdaq sharply lower.The main trigger was AMD sliding 14% after its Q1 forecast came in softer than some analysts hoped, which piled more pressure on the sector. Broadcom dipped 3%, Micron fell 8%, and the rest of the chip/AI crowd followed suit.ADP’s private payrolls report for January came in weak—just +22,000 jobs added vs. the + ...

Investors looking for stocks in the Building Products - Miscellaneous sector might want to consider either Holcim Ltd Unsponsored ADR (HCMLY) or Installed Building Products (IBP) . 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 r ...

The three-month slump in US technology stocks has left long-downtrodden value stocks looking relatively strong. There’s growing consensus on Wall Street the shift is just getting started. The Russell 1000 Value Index (RLV) has advanced 8.6% from early November to Tuesday, beating its growth counterpart by 14 percentage points. Prior periods of such outperformance have led to further gains for value versus growth. Most Read from Bloomberg But there is a dark lining: The last two times the value index ou ...

Investors looking for stocks in the Schools sector might want to consider either New Oriental Education (EDU) or Universal Technical Institute (UTI) . But which of these two stocks presents investors with the better value opportunity right now? Let's 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 favors stocks ...

Core Viewpoint - Carrefour SA (CRRFY) and Wal-Mart de Mexico SAB de CV (WMMVY) are both attractive options for value investors, but CRRFY is currently considered the superior value choice based on various valuation metrics [1][7]. Valuation Metrics - CRRFY has a forward P/E ratio of 8.87, while WMMVY has a forward P/E of 18.89 [5]. - The PEG ratio for CRRFY is 1.62, indicating a more favorable valuation compared to WMMVY's PEG ratio of 5.49 [5]. - CRRFY's P/B ratio stands at 1, whereas WMMVY has a P/B ratio of 4.9, further highlighting CRRFY's relative undervaluation [6]. Earnings Outlook - Both companies have a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and improving earnings outlooks [3]. - The Zacks Rank system emphasizes stocks with strong earnings estimate revision trends, which applies to both CRRFY and WMMVY [2][3]. Value Grades - Based on the valuation metrics, CRRFY holds a Value grade of A, while WMMVY has a Value grade of C, suggesting that CRRFY is more undervalued [6].

Core Insights - The U.S. equity markets showed optimism due to potential monetary easing and strong AI-related earnings, but sentiment cooled later in the quarter [1] - The Meridian Contrarian Fund delivered a net return of 2.18% in Q4 2025, underperforming both the Russell 2500 Index (2.22%) and the Russell 2500 Value Index (3.15%) [1] - The firm is focusing on systematic investment strategies to identify opportunities amid macroeconomic uncertainties, particularly with a new Fed Chair and high valuations in AI investments [1] Company-Specific Insights - The Honest Company, Inc. (NASDAQ:HNST) was highlighted as a leading detractor, with a one-month return of -3.10% and a 52-week loss of 60.19% [2] - As of January 27, 2026, The Honest Company, Inc. had a stock price of $2.50 and a market capitalization of $279.477 million [2] - The company is focusing on natural baby-care products and has made strategic decisions to exit less profitable markets, which the firm views positively for long-term growth potential [3]