Exclusive: The Justice Department’s criminal healthcare-fraud unit is investigating UnitedHealth Group’s Medicare billing practices https://t.co/jRmmugRCYq ...

The stock market has been choppy in 2025, but overall by the midway point the S&P 500 index was up 5.5%. And it has recently hit a new all-time high, putting into question just how much higher it might go this year, especially with many uncertainties still circulating around tariffs and trade policies. What you may want to do is take a closer look at some stocks that haven't been doing nearly as well this year, and that perhaps have seen too much of a falloff. There are three stocks that have crashed throug ...

U.S. stock futures were higher this morning, with the Dow futures gaining around 0.2% on Wednesday. Shares of Centene Corporation CNC fell sharply in today's pre-market trading after the health care company withdrew its guidance for 2025. Centene withdrew its previous 2025 earnings guidance and all underlying guidance elements based on the company's preliminary interpretation of marketplace data from the independent actuarial firm Wakely. Centene shares dipped 27.7% to $40.94 in the pre-market trading sessi ...

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they believe are being under ...

Aier Eye Hospital AIC 2025: Premiumisation of refractive business; aiming to improve 2025 margins 更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha abc 3 June 2025 First Read 2025 targets: Improve margins and ASPs for refractive business We invited Aier to participate in the UBS 2025 AIC. Given macro uncertainties, the company did not provide guidance for 2025, but highlighted its targets of improving margins and ASPs for refractive business. The performance of the refractive and optometry business was lackluster in April, w ...

Core Insights - The article emphasizes the importance of the Zacks Rank and Style Scores system in identifying strong stocks, particularly focusing on value investing strategies [1][2][3] Company Analysis - Molina Healthcare (MOH) is highlighted as a stock to watch, currently holding a Zacks Rank of 2 (Buy) and a Value grade of A [4] - MOH's current P/E ratio is 11.48, which is slightly below the industry average of 11.51, indicating potential undervaluation [4] - Over the past 52 weeks, MOH's Forward P/E has fluctuated between 10.15 and 14.07, with a median of 12.32 [4] - The company has a PEG ratio of 0.94, which is lower than the industry average of 1.01, suggesting that it may be undervalued relative to its expected earnings growth [5] - MOH's PEG ratio has ranged from 0.81 to 1.24 over the last 12 months, with a median of 1 [5] - The combination of these metrics indicates that MOH is likely undervalued and presents an attractive investment opportunity based on its earnings outlook [6]

Investment Rating - The report assigns a "Buy" rating for Ryman Healthcare with a 12-month price target of NZ$4.70, while the current price is NZ$2.41 [10][27]. Core Insights - Ryman Healthcare's sales volumes and free cash flow (FCF) exceeded UBS estimates, but the FY26E sales guidance is below consensus expectations [2][7]. - The company achieved a total build rate of 950 units, slightly above UBS estimates of 937, and sold 416 new units, a 7% year-over-year increase [4][7]. - The average new unit price increased by 4% year-over-year to NZ$974k, while the average resale price rose by 1% to NZ$735k [4][7]. - Ryman Healthcare's net debt decreased to NZ$1.67 billion from NZ$2.51 billion in FY24, and the net tangible assets (NTA) per share fell to NZ$4.18 from NZ$5.01 in FY24 [4][7]. Financial Performance - Care and village fees reached NZ$571 million, a 12% increase year-over-year, surpassing UBS estimates of NZ$559 million [3]. - Deferred Management Fees were NZ$155 million, an 11% increase year-over-year, compared to UBS estimates of NZ$138 million [3]. - Operating expenses rose by 6% year-over-year to NZ$751 million, exceeding UBS estimates of NZ$700 million [3]. - The FCF for FY25 was -NZ$94 million, an improvement from -NZ$187 million in FY24, and better than UBS's estimate of -NZ$101 million [3][7]. Guidance - For FY26E, Ryman Healthcare projects total ORA sales between 1,100 and 1,300 units, significantly below UBS's estimate of 1,592 and consensus of 1,489 [6][7]. - The total build rate for FY26E is expected to be between 226 and 330 units, again below UBS's estimate of 252 and consensus of 302 [6][7]. Valuation - The price target of NZ$4.70 is based on a discounted cash flow (DCF) analysis and sum-of-the-parts (SOTP) valuation [5][14].

Pinnacle West Capital (PNW) Q1 2025 Earnings Call May 01, 2025 12:00 PM ET Company Participants Amanda Ho - Director of Investor RelationsTed Geisler - President, CEO & Chairman of the BoardAndrew Cooper - Senior VP & CFONicholas Campanella - DirectorMichael Lonegan - Director - Equity ResearchStephen D'Ambrisi - Managing Director Conference Call Participants Julien Dumoulin-Smith - Research AnalystTravis Miller - AnalystSophie Karp - Managing Director & Equity Research AnalystPaul Patterson - AnalystRyan L ...

Financial Data and Key Metrics Changes - For Q1 2025, the company reported a loss of $0.04 per share compared to earnings of $0.15 per share in Q1 2024, primarily due to the sale of Wright Canyon Energy in 2024 which provided a one-time benefit of $0.15 [14][15] - The increase in operational and maintenance (O&M) expenses, interest expense, and depreciation and amortization negatively impacted financial results, while new rates effective March 8, 2024, provided a $0.29 year-over-year benefit [15][20] - Weather-normalized sales growth was 2.1% for the quarter, driven by strong commercial and industrial (C&I) growth of 5.3% [18][19] Business Line Data and Key Metrics Changes - Customer growth for the quarter was strong at 2.3%, near the high end of annual guidance, with Maricopa County being the third fastest growing county in the US [16] - The company’s capital plan is designed to meet the needs of ongoing customer growth and ensure reliable service [16][20] - The company expects overall weather-normalized sales growth to meet guidance expectations of 4% to 6% for the year [18] Market Data and Key Metrics Changes - Arizona's economy is thriving, with significant investments in semiconductor and advanced manufacturing, including TSMC's increased investment to $165 billion [5][19] - Arizona's total international exports rose nearly 12% in 2024, the highest growth rate in the country, driven by sectors such as mining and aerospace [6][7] Company Strategy and Development Direction - The company is focused on providing reliable service and enhancing customer experience through investments in digital platforms and infrastructure [11][12] - A rate case filing is planned for midyear 2025 to recover costs and investments, aiming to modernize the rate structure and reduce regulatory lag [12][21] - The company is actively evaluating project proposals for new resources to be in service between 2028 and 2030, seeking at least 2,000 megawatts [10][56] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in executing the strategy while creating customer and shareholder value [13] - The regulatory environment is being addressed to minimize lag and ensure competitive returns on equity [40][42] - The company is exploring future opportunities for repurposing retired coal plant sites for new generation technologies [92] Other Important Information - The company was recognized by Newsweek as one of the most trustworthy companies in America for 2024 [11] - The company is in the final stages of planned maintenance activities for generation units, with Palo Verde unit one expected to return to service in early May [10][12] Q&A Session Summary Question: Impact of TSMC customer additions on long-term outlook - The first fabrication facility is in full production, and the ramp-up in C&I sales is partly due to TSMC and data centers [28] - Future fabs are expected to accelerate, with ongoing evaluations of infrastructure needs [30] Question: Current pipeline of high load factor customers - The company remains committed to four gigawatts and is assessing interest from an additional 10 gigawatts [44] Question: Regulatory lag and formula rate plan - The intent is to minimize regulatory lag through the upcoming rate case, with a formula rate plan designed for annual adjustments [40][42][104] Question: Update on Eldorado investment - A gain was recognized due to higher profitability from a long-standing investment in an electric switchgear company [87][88] Question: Coal plant closure and future plans - The Cholla coal plant has been retired, and the site is being evaluated for potential new generation technologies [92][93] Question: Sales growth trends and residential usage - Underlying sales growth trends remain strong, with adjustments in accounting impacting reported figures [96][98]

In defense of the Magnificent Seven Before diving into the attractive qualities of the Vanguard High Dividend Yield ETF, it's worth mentioning that it's a mistake to bail on the Magnificent Seven just because their stock prices are lower this year. The group boasts numerous competitive advantages and robust balance sheets. And the sell-off has only made their valuations more attractive for long-term investors. Risk-tolerant investors may want to consider top names in the Magnificent Seven, such as Meta Plat ...