Company Overview - Erie Indemnity Company (ERIE) has a market capitalization of $13.3 billion and operates as a managing attorney-in-fact for Erie Insurance Exchange, providing various services including underwriting, policy processing, and customer support [1] Financial Performance - The company is expected to release its fiscal Q4 2025 results soon, with analysts predicting a profit of $3.11 per share, reflecting a 6.9% increase from $2.91 per share in the same quarter last year [2] - For fiscal 2025, analysts forecast an EPS of $12.59, which is a 9.7% rise from $11.48 in fiscal 2024, and an anticipated growth of 11.3% year-over-year to $14.01 in fiscal 2026 [3] Stock Performance - ERIE stock has declined by 26% over the past 52 weeks, underperforming the S&P 500 Index's 13% return and the State Street Financial Select Sector SPDR ETF's 5.8% rise during the same period [4] - Despite exceeding Q3 2025 EPS expectations with $3.50, ERIE's shares fell by 5.5% the following day due to revenue of $1.07 billion missing estimates and concerns over rising commission costs, which increased by $41 million year-over-year [5] Analyst Ratings - The consensus view on ERIE stock is cautiously optimistic, with a "Moderate Buy" rating from analysts; one analyst rates it as a "Strong Buy" while two others have "Hold" ratings [6]

Group 1 - Olympia Financial Group Inc. has declared a monthly cash dividend of $0.60 per common share, payable on January 30, 2026, to shareholders on record as of January 21, 2026 [1] - The entire amount of the dividend is designated as an "eligible dividend" under the Income Tax Act (Canada) [2] - Olympia Financial Group Inc. operates primarily through its subsidiary, Olympia Trust Company, which provides trust activities and services across multiple Canadian provinces [3] Group 2 - Olympia Trust Company administers self-directed registered plan accounts, corporate trust, and transfer agency services [3] - The company also offers currency exchange and global payment services through its subsidiary, Olympia Currency and Global Payments Inc. [3] - Olympia Financial Group Inc. is listed on the Toronto Stock Exchange under the symbol "OLY" [4]

Core Viewpoint - Olympia Financial Group Inc. has received shareholder approval to continue its operations from Alberta to British Columbia, pending further regulatory approval [1][2]. Group 1: Shareholder Approval - At a special meeting held on January 6, 2026, Olympia shareholders voted 782,072 (92.737%) in favor and 60,999 (7.263%) against the special resolution for continuance [2]. - The board of directors has the authority to revoke the special resolution without further shareholder approval if deemed necessary [2]. Group 2: Company Operations - Olympia conducts most of its operations through its subsidiary OTC, which is a non-deposit taking trust company licensed in multiple provinces [3]. - OTC administers self-directed registered and non-registered plan investment accounts and provides corporate trust and transfer agency services [3]. - Olympia also offers currency exchange and global payment services through its subsidiary Olympia Currency and Global Payments Inc., along with private health services plans and IT services through Olympia Benefits Inc. [3]. Group 3: Stock Information - Olympia's common shares are listed on the Toronto Stock Exchange under the symbol "OLY" [4].

Core Viewpoint - Olympia Financial Group Inc. has filed a management information circular for a special meeting of shareholders to approve the continuance of the company into British Columbia, scheduled for January 6, 2026 [1][4]. Group 1: Meeting Details - Shareholders will receive meeting materials by mail and can access them on Olympia's website and SEDAR [2]. - The deadline for proxy receipt is set for 2:00 p.m. Calgary time on January 2, 2026 [3]. Group 2: Purpose of Continuance - The continuance aims to provide flexibility for Olympia and its subsidiary, Olympia Trust Company (OTC), in relation to OTC's application to become a Federal trust company under the Trust and Loan Companies Act (Canada) [4]. - The Board of Directors has been evaluating changes to the internal structure to better position Olympia and OTC for success regarding the OTC Continuance [5]. Group 3: Board Recommendation - Following careful consideration, the Board, upon the recommendation of a Special Committee, has determined that the continuance is in the best interests of Olympia and recommends shareholders vote in favor of the resolution [6]. Group 4: Company Overview - Olympia conducts most operations through its subsidiary OTC, which is licensed to conduct trust activities across several Canadian provinces and provides various financial services [7]. - Olympia's common shares are listed on the Toronto Stock Exchange under the symbol "OLY" [8].

Core Viewpoint - The market anticipates Unisys (UIS) will report a year-over-year decline in earnings due to lower revenues, with a consensus EPS estimate of a loss of $0.27 per share, reflecting a significant decrease of 237.5% compared to the previous year [1][3]. Financial Expectations - Revenues for Unisys are projected to be $485 million, which is a decline of 2.4% from the same quarter last year [3]. - The upcoming earnings report is scheduled for November 5, and the stock price may react positively if actual results exceed expectations, while a miss could lead to a decline [2]. Estimate Revisions - The consensus EPS estimate has been revised 21.28% higher in the last 30 days, indicating a reassessment by analysts [4]. - Unisys currently has an Earnings ESP of 0%, suggesting no recent differing analyst views from the consensus estimate [12]. Earnings Surprise History - In the last reported quarter, Unisys was expected to post a loss of $0.34 per share but instead reported earnings of $0.19, resulting in a surprise of +155.88% [13]. - Over the past four quarters, Unisys has beaten consensus EPS estimates three times [14]. Industry Comparison - Jack Henry (JKHY), another player in the IT services industry, is expected to report an EPS of $1.64 for the same quarter, indicating a year-over-year increase of 0.6% [18]. - Jack Henry's revenues are expected to be $636.69 million, up 5.9% from the previous year, but its consensus EPS estimate has been revised 0.9% lower recently [19].

Core Insights - The software and information technology services industry in China is experiencing robust growth, with both revenue and profit showing double-digit increases in the first half of 2025 [1] Revenue Performance - Software business revenue reached 70,585 billion yuan, marking an 11.9% year-on-year growth, indicating steady revenue growth alongside improved profitability [1] - Total profit from software business increased by 12% year-on-year, reflecting a positive development trend [1] Export Trends - Software exports amounted to 28.3 billion USD, with a year-on-year growth of 5.3%, demonstrating the industry's steady progress in expanding overseas markets [1] Sector Breakdown - Revenue from software products was 15,441 billion yuan, showing stable growth and accounting for 21.9% of the total industry revenue, providing strong support for the industry's stable operation [1] - Revenue from information technology services continued to grow at a double-digit rate, reaching 48,362 billion yuan, which constitutes nearly 70% of the total industry revenue, making it the main driver of industry growth [1]

Core Viewpoint - Insight Enterprises (NSIT) is anticipated to report a year-over-year increase in earnings driven by higher revenues for the quarter ended June 2025, with a consensus EPS estimate of $2.49, reflecting a +1.2% change [1][3][18] Earnings Expectations - The earnings report is scheduled for July 31, and better-than-expected results could lead to a stock price increase, while disappointing results may cause a decline [2] - Revenues are projected to be $2.16 billion, indicating no growth compared to the previous year [3][18] Estimate Revisions - The consensus EPS estimate has been revised 0.68% higher in the last 30 days, reflecting analysts' reassessment of the company's earnings prospects [4][19] - The Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.27%, suggesting a bullish outlook from analysts [12][19] Historical Performance - In the last reported quarter, Insight Enterprises exceeded the expected EPS of $2.03 by delivering $2.06, resulting in a surprise of +1.48% [13] - Over the past four quarters, the company has beaten consensus EPS estimates two times [14][19] Zacks Rank and Predictive Power - The company currently holds a Zacks Rank of 2 (Buy), which, when combined with a positive Earnings ESP, indicates a high likelihood of beating the consensus EPS estimate [12][19] - Stocks with a positive Earnings ESP and a solid Zacks Rank have historically produced positive surprises nearly 70% of the time [10]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher," rather than traditional strategies of buying low and waiting for recovery [1][2] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks can lose momentum when their valuations exceed future growth potential [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify such opportunities [3] Group 2: Company Spotlight - WidePoint (WYY) - WidePoint (WYY) has shown significant recent price momentum, with a four-week price change of 84.7%, indicating growing investor interest [4] - Over the past 12 weeks, WYY's stock has gained 32.5%, and it has a beta of 1.81, suggesting it moves 81% more than the market in either direction [5] - WYY has a Momentum Score of B, indicating a favorable time to invest based on its momentum characteristics [6] Group 3: Earnings and Valuation - WYY has received a Zacks Rank 2 (Buy) due to upward trends in earnings estimate revisions, which attract more investor interest [7] - The stock is currently trading at a Price-to-Sales ratio of 0.36, suggesting it is undervalued, as investors pay only 36 cents for each dollar of sales [7] Group 4: Additional Opportunities - Besides WYY, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - The Zacks Premium Screens offer over 45 different strategies to help identify potential winning stocks based on various investing styles [9]