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5 High ROE Stocks to Buy as Markets Retreat on China Tariff Stalemate
ZACKS· 2025-07-30 15:45
Market Overview - The broader equity market experienced a pullback after reaching record highs, influenced by strong quarterly earnings across sectors and stalled tariff negotiations with China [1][8] - Uncertainty surrounding potential interest rate cuts by the Federal Reserve is increasing, with expectations that the benchmark rate will remain between 4.25% and 4.5% [2] Investment Opportunities - Companies with high Return on Equity (ROE) are highlighted as attractive investment options, including Walt Disney Company, TE Connectivity, Fortinet, Banco Bilbao Vizcaya Argentaria, and ON Semiconductor [2][8] - High ROE indicates effective reinvestment of cash at high returns, making these companies appealing to investors [3][4] Screening Criteria - The screening parameters for identifying cash-rich stocks include: - Cash Flow greater than $1 billion and ROE exceeding the industry average [5] - Price/Cash Flow ratio lower than the industry average, indicating better value for cash flow [5] - Return on Assets (ROA) greater than the industry average, reflecting profitability per dollar of assets [6] - 5-Year EPS Historical Growth greater than the industry average, indicating sustained earnings momentum [6] - Zacks Rank of 1 (Strong Buy) or 2 (Buy), suggesting potential for outperformance [7] Company Profiles - **Walt Disney**: Long-term earnings growth expectation of 11.8% with a trailing four-quarter earnings surprise of 16.4% on average, Zacks Rank 2 [9] - **TE Connectivity**: Long-term earnings growth expectation of 9.8% with a trailing four-quarter earnings surprise of 4.9% on average, Zacks Rank 1 [10][11] - **Fortinet**: Long-term earnings growth expectation of 13.4% with a trailing four-quarter earnings surprise of 23.8% on average, Zacks Rank 2 [12][13] - **Banco Bilbao**: Long-term earnings growth expectation of 6.9% with a trailing four-quarter earnings surprise of 6.3% on average, Zacks Rank 1 [14] - **ON Semiconductor**: Long-term earnings growth expectation of 5.3% with a trailing four-quarter earnings surprise of 2.8% on average, Zacks Rank 2 [15]
Sanoma Corporation, Half-Year Report 1 January–30 June 2025: Increased operational EBIT driven by Learning
Globenewswire· 2025-07-30 05:30
Sanoma Corporation, Stock Exchange Release, 30 July 2025 at 8:30 a.m. EET Sanoma Corporation, Half-Year Report 1 January–30 June 2025: Increased operational EBIT driven by Learning This release is a summary of Sanoma’s Half-Year Report 1 January–30 June 2025. The complete report is attached to this release and is also available at www.sanoma.com/en/investors. Q2 2025 Net sales amounted to EUR 339.8 million (2024: 342.4) and were relatively stable in both Learning and Media Finland. Organic net sales develop ...
Billionaire investors Mario Gabelli on media landscape, regulatory environment and M&A outlook
CNBC Television· 2025-07-29 13:13
All right, let's talk media, taxes, tariffs, sports investing, and much more. We've got billionaire and value investor Mario Gabelli with us. He is the chairman and CEO of Gamco Investors. And Mario, it's great to see you here this morning. >> Well, it's indeed a privilege and fun to talk about our favorite subject, which is stocks, and the world of which volatility is part of the daily breakfast, lunch, and dinner for us. >> There has not been a lot of volatility lately. It's been kind of an upward march. ...
Paramount Global to Report Second Quarter 2025 Financial Results on July 31, 2025
Prnewswire· 2025-07-28 20:57
Core Viewpoint - Paramount Global is set to report its second quarter 2025 financial results on July 31, 2025, and will conduct a conference call to discuss these results [1] Group 1: Financial Reporting - The financial results will be announced on July 31, 2025, at 4:30 p.m. (ET) [1] - A conference call will be held to present prepared remarks regarding the financial results [1] - An audio replay of the call will be available starting at 7:30 p.m. (ET) on the same day [2] Group 2: Company Overview - Paramount Global is a leading global media, streaming, and entertainment company, known for creating premium content and experiences [3] - The company's portfolio includes well-known brands such as CBS, Paramount Pictures, Nickelodeon, MTV, Comedy Central, BET, Paramount+, and Pluto TV [3] - Paramount holds one of the industry's most extensive libraries of TV and film titles, along with innovative streaming services and digital video products [3]
Warner Bros. Discovery Announces Post-Separation Company Names and Leadership Appointments
Prnewswire· 2025-07-28 16:15
Core Viewpoint - Warner Bros. Discovery announced the separation of its business into two distinct entities: Warner Bros. and Discovery Global, set to take place in mid-2026, with a focus on leveraging their extensive content libraries and global reach [1][2]. Group 1: Corporate Structure and Leadership - Warner Bros. will encompass Warner Bros. Television, Warner Bros. Motion Picture Group, DC Studios, HBO, HBO Max, and Warner Bros. Gaming Studios, preserving over a century of storytelling legacy [1]. - Discovery Global will include major brands like CNN, TNT Sports, and Discovery+, reaching 1.1 billion unique viewers in 200 countries and territories [1][3]. - David Zaslav will continue as President and CEO of Warner Bros., while Gunnar Wiedenfels will lead Discovery Global as President and CEO [2][3]. Group 2: Strategic Vision and Growth - Zaslav emphasized the commitment to delivering culture-defining stories and characters, aiming to restore the studios to an industry-leading position [2]. - The leadership team is focused on operational execution and strategic investments to enhance content delivery to global audiences [5]. - Warner Bros. is actively searching for a Chief Financial Officer and Chief People & Culture Officer, while Discovery Global seeks a Chief Communications & Public Affairs Officer [5]. Group 3: Executive Team Composition - The executive team for Warner Bros. includes notable figures such as Pam Abdy (Co-Chair and CEO, Warner Bros. Motion Picture Group) and Casey Bloys (Chairman and CEO, HBO and HBO Max) [3][4]. - Discovery Global's leadership features executives like Mark Thompson (Chairman and CEO, CNN Worldwide) and Luis Silberwasser (Chairman and CEO, TNT Sports) [4][5]. - The diverse backgrounds of the leadership team are expected to drive the strategic direction and operational success of both entities [5].
X @BBC News (World)
BBC News (World)· 2025-07-28 14:15
Nigeria kidnappers kill 38 hostages 'like rams' https://t.co/o97nMxi80Q ...
‘There’s always blowback’: Joe warns GOP will regret Trump-era media power play
MSNBC· 2025-07-25 13:17
The Federal Communications Commission has approved an 8 billion merger between Paramount and Sky Dance Media. The deal, which was announced more than a year ago, includes a CBS broadcast television network, Paramount Pictures, and the Nickelodeon Channel. A statement from FCC Chairman Brendan Carr reads in part, quote, "Americans no longer trust the legacy national news media to report fully, accurately, and fairly. It is time for a change." Okay, Brenn, whatever you say, buddy.Um, so, uh, it took a while. ...
天天都在上演极限轮动
小熊跑的快· 2025-07-25 07:41
Core Viewpoint - The article discusses the recent rotation in the investment focus towards domestic computing power, indicating a shift in investor sentiment and market dynamics [1][2]. Group 1 - Investors previously expressed concerns about the lack of movement in the semiconductor sector and AI applications in software and media [1]. - The current market behavior reflects an extreme rotation, suggesting rapid changes in investment strategies and sector focus [2].
FCC approves $8 billion Paramount-Skydance merger
NBC News· 2025-07-25 00:38
The FCC just approving that long simmering merger between Paramount and Sky Dance, a media company. Now, remember the context of this. This is a deal getting the green light just weeks after Paramount agreed to settle with the Trump administration for $16 million and just days after Paramount fired Steven Colbear.Now, they said it wasn't linked to this, but there has been some concern around that. The White House basically had the final say, the Trump administration, on whether this merger got approved, wit ...
X @Forbes
Forbes· 2025-07-24 22:25
FCC Greenlights $8 Billion Paramount-Skydance Merger After Skydance Vows To End DEI Programshttps://t.co/hy6TmUIcUl https://t.co/3vgteRbUP0 ...