Key Takeaways Low-beta stocks ETR, FTS, NWN and INGR are appealing amid inflation and rate-cut delays.ETR, FTS, NWN and INGR show positive earnings growth and recent estimate upgrades.Dividend yields for these stocks range from 2.4% to 4.8%, offering income with reduced volatility.Wall Street has been on a rally over the past month, with the S&P 500 and the Nasdaq hitting multiple new record highs over the past two weeks. Investor confidence has been lifted by positive developments in trade negotiations and ...

Textron is important because there's 180 million shares. Scott Donley, who runs it, has done a terrific job. And basically, they're going to earn a little over $6 uh this year on a non-GAAP basis, a little less than that on a GAP basis.And the stock has Bell Helicopter. They got replacements for the Blackhawk, but they also have CESA. And there's a backlog for the longitude and the latitude.And uh both of those will give them a tailwind, so to speak. And at $85 with that kind of earnings, that is an extraor ...

In terms of the content deals and the and the sports deals, what what do you like about the the what you called so-called financial engineering of the spin-offs. You know, we were talking earlier about how Netflix is what more than half, right. Half a trillion dollar stock.You look at that and all these media companies are trying to catch up. Company A spins off a division. The ETFs that own company A don't can't own company B.So if you focus on it and you figure out what the intrinsic value is, what is it ...

Core Insights - The second-quarter 2025 earnings season is expected to show resilience and an improving outlook for the banking sector and overall market [1] - Total S&P 500 earnings are projected to increase by 4.9% year-over-year, driven by a 3.9% rise in revenues [2] - Nine out of sixteen Zacks sectors are anticipated to report earnings growth, with Consumer Discretionary leading at 105.6% [3] Sector Performance - Consumer Discretionary sector is expected to see the highest earnings growth at 105.6%, followed by Aerospace at 15.1%, Technology at 11.8%, Finance at 7.8%, and Utilities at 7.7% [3] - The "Magnificent 7" companies are projected to have an 11.3% increase in earnings with an 11.2% rise in revenues compared to the same period last year [3] ETF Highlights - Consumer Discretionary Select Sector SPDR Fund (XLY) has an AUM of $22.5 billion and an expense ratio of 0.08% [5] - iShares U.S. Aerospace & Defense ETF (ITA) holds $8.4 billion in AUM with an expense ratio of 0.40% [6] - Vanguard Information Technology ETF (VGT) manages $95 billion in assets and has an expense ratio of 0.09% [7] - Financial Select Sector SPDR Fund (XLF) has an AUM of $51.3 billion and charges 0.08% in annual fees [8] - Utilities Select Sector SPDR (XLU) has an AUM of $19.1 billion and an expense ratio of 0.08% [9]