These companies seem unstoppable right now.A few years ago, SoFi Technologies (SOFI 4.52%) and Robinhood Markets (HOOD -2.98%) were consistently unprofitable companies that seemed to be going nowhere. However, both have turned things around impressively and have seen their share prices skyrocket in the process.SoFi Technologies is up 75% this year alone, while Robinhood's has climbed by a whopping 300%. The great news is that these companies still have excellent long-term prospects and could deliver superio ...

Investment Strategy Overview - LRT Global Opportunities strategy returned -8.00% in September and -0.17% year-to-date as of October 1, 2025 [4][5] - The strategy focuses on long positions in high-quality companies and short positions in broad market indexes, viewing September's performance as a temporary setback [6] - Current market valuations are at extreme levels, with a trailing P/E ratio over 30x, P/B ratio over 5.6x, and cyclical P/E over 40x, indicating potential future return challenges [7] Company Highlights StoneX Group Inc. (SNEX) - StoneX operates as a diversified financial services network, providing execution, clearing, payment, and advisory services across various asset classes [12][13] - The company focuses on underserved client segments, leveraging deep institutional knowledge and a robust global infrastructure [13][14] - StoneX's growth strategy combines organic expansion with strategic acquisitions, enhancing capabilities and geographic reach [14][15] Simpson Manufacturing Co., Inc. (SSD) - Simpson is a leader in engineered structural connectors, with products specified in building codes, creating high switching costs for customers [16][17] - The company benefits from a strong distribution network and technical support, reinforcing its market position [18][19] - Demand for Simpson's products is driven by housing construction and stricter building codes due to extreme weather events [19][20] Asbury Automotive Group, Inc. (ABG) - Asbury operates a diverse portfolio of dealerships, focusing on high-margin parts and service operations for revenue stability [21][22] - The company has a proven track record in strategic acquisitions, enhancing its operational footprint and earnings power [23][24] - Asbury's digital retailing platform, Clicklane, integrates online and in-store experiences, providing a competitive advantage [24][25] Chemed Corp. (CHE) - Chemed operates VITAS Healthcare and Roto-Rooter, benefiting from strong demand in hospice care and plumbing services [26][27] - VITAS is positioned to capitalize on the aging U.S. population, while Roto-Rooter offers recession-resistant services [28][29] - The company has a disciplined capital allocation strategy, returning significant capital to shareholders [29] The Toronto-Dominion Bank (TD) - TD is a major player in North America's banking sector, with a focus on retail and commercial banking [30][31] - The bank's U.S. retail segment has been a primary growth engine, supported by strategic acquisitions [32] - TD's conservative risk culture and strong capital management contribute to its competitive advantage [34] RLI Corp. (RLI) - RLI is a specialty insurance company known for its underwriting discipline and focus on niche markets [35][36] - The company prioritizes profitability over growth, maintaining a strong alignment of interests through employee ownership [37][38] - RLI has a history of returning excess capital to shareholders, demonstrating a commitment to shareholder value [38] The Toro Company (TTC) - Toro is a leader in turf and landscape solutions, known for its quality and innovation [39][40] - The company has a strong distribution network and a disciplined growth strategy, including strategic acquisitions [41][42] - Toro consistently generates strong free cash flow, which is reinvested in product development and shareholder returns [42] Crown Castle International Corp. (CCI) - Crown Castle owns the largest portfolio of shared communications infrastructure in the U.S., primarily macro cell towers [43][44] - The company benefits from long-term lease agreements, providing predictable revenue streams [44][45] - Crown Castle is divesting non-core businesses to focus on its tower portfolio, enhancing shareholder value [46] Corporación América Airports S.A. (CAAP) - CAAP operates 53 airports across six countries, generating revenue from aeronautical and commercial activities [48][49] - The company invests in airport infrastructure to enhance operational efficiency and passenger experience [51] - CAAP is well-positioned to benefit from the recovery in global air travel [52] Colliers International Group Inc. (CIGI) - Colliers is a global leader in commercial real estate services, distinguished by its decentralized structure and entrepreneurial culture [53][54] - The company pursues a balanced growth strategy, focusing on high-margin business lines [56] - Colliers' ownership culture aligns interests with long-term shareholders, enhancing its competitive advantage [54] The Travelers Companies, Inc. (TRV) - Travelers is a leading provider of property and casualty insurance, organized into three primary segments [57][58] - The company benefits from a vast distribution network and strong relationships with independent agents [58][62] - Travelers leverages its scale and data advantages to maintain profitability and manage risks effectively [62] Petróleo Brasileiro S.A. - Petrobras (PBR-A) - Petrobras is a major integrated energy producer, controlling significant pre-salt oil reserves [63][64] - The company focuses on maximizing value from its most profitable exploration and production activities [65][66] - Petrobras' performance is closely tied to its operational execution in the pre-salt basins [66] Fabrinet (FN) - Fabrinet specializes in advanced optical packaging and precision manufacturing, serving leading OEMs [67][68] - The company's engineering expertise and focus on complex manufacturing create high switching costs [68][69] - Fabrinet benefits from secular tailwinds in the optical communications market, driven by data traffic growth [69][70] UnitedHealth Group Incorporated (UNH) - UnitedHealth is a leading healthcare enterprise, combining health benefits with diversified health services [71][72] - The company's scale provides cost advantages and superior negotiating power in the healthcare market [73][74] - UnitedHealth's integrated model enhances efficiency and patient outcomes, positioning it for continued growth [74] Charter Communications, Inc. (CHTR) - Charter is a major connectivity provider in the U.S., focusing on high-speed broadband services [76][77] - The company is upgrading its network to meet increasing bandwidth demands and expanding into underserved areas [79] - Charter's convergence of services, including mobile offerings, enhances customer loyalty and reduces churn [78][79] Group 1 Automotive, Inc. (GPI) - Group 1 operates a diversified automotive retail business, focusing on luxury and import brands [80][81] - The company's disciplined acquisition strategy enhances performance and profitability [82] - Group 1's digital retailing platform improves customer experience and operational efficiency [82][83] Exxon Mobil Corp (XOM) - Exxon Mobil is a leading integrated energy and chemical manufacturer with a vertically integrated business model [85]

XP Inc. (NASDAQ:XP) is among the under-the-radar dividend stocks benefiting from AI. Analysts at BofA have reiterated their ‘Neutral’ rating on XP Inc. (NASDAQ:XP), while raising the price target to $22 from $19, reflecting a potential upside of nearly 17%. In addition to this, the firm revised its revenue growth guidance for the company, while maintaining its earnings estimates unchanged. The price upswing is driven by a shift in its valuation basis from year-end 2025 to 2026. XP Inc. (NASDAQ:XP) is one ...

Group 1 - Wells Fargo & Company (WFC) is recognized as one of the best dividend stocks in the S&P 500, with a strong history of regular dividend payments since 1988 [4] - The company ranks among the largest US banks, managing approximately $1.9 trillion in assets as of Q2 2025, and offers a wide range of financial services including banking, loans, and wealth management [2][3] - WFC has increased its quarterly dividend to $0.45 per share, reflecting a 12.5% raise in July, resulting in a dividend yield of 2.13% as of September 21 [4] Group 2 - The bank has been focusing on enhancing its digital platforms and expanding its retail offerings, supported by strong regulatory compliance and continuous investment in technology [3] - WFC operates across various sectors including consumer banking, corporate and investment banking, and wealth management, maintaining a prominent position in the financial industry [3]

Group 1 - JPMorgan Chase & Co. is being discussed as a potential next trillion-dollar stock, currently valued at just over $850 billion, with a 29% increase for the year [1] - The significant market cap increase is noted to occur just before an important Federal Reserve meeting, where a quarter-point rate cut is anticipated despite rising inflation [1] - The article highlights the difficulty of crossing the trillion-dollar market cap barrier, indicating the importance of this milestone for JPMorgan [1] Group 2 - JPMorgan Chase & Co. provides a wide range of financial services, including consumer banking, lending, payments, credit cards, mortgages, investment banking, securities services, asset management, and wealth solutions [2]

NEW YORK (AP) — The Federal Reserve cut its benchmark interest rate Wednesday for the first time in nine months. Since the last cut, progress on inflation has slowed while the labor market has cooled. That means Americans are dealing with both high prices and a challenging job market. The federal funds rate, set by the Federal Reserve, is the rate at which banks borrow and lend to one another. While the rates that consumers pay to borrow money aren’t directly linked to this rate, shifts in Fed policy affe ...

Core Viewpoint - Banco BTG Pactual SA has successfully diversified its revenue streams, transitioning from a focus on sales and trading to a more balanced portfolio that includes significant growth in lending, asset management, and wealth management [1][2][3]. Revenue Diversification - Lending has become a 7.6 billion-real ($1.4 billion) business, surpassing sales and trading for the first time [2]. - The bank's assets under management have increased more than fivefold, while wealth under management has more than doubled, contributing to nearly a quarter of total revenue [2]. Strategic Growth and Acquisitions - BTG has expanded its customer base through acquisitions, enhancing its wealth and asset management business and reigniting global ambitions [4]. - Recent acquisitions include HSBC's operations in Uruguay for $175 million and various businesses in Latin America and beyond, such as FIS Privatbank in Luxembourg and M.Y. Safra Bank in New York [6][7]. Market Performance - BTG's shares have risen approximately 70% this year, outperforming other major banks in Latin America, with a return on equity of 27% in the second quarter [5]. Business Model and Partnerships - The bank's partnership model allows senior partners to buy shares at book value, fostering a nimble decision-making process [12]. - BTG has established a digital retail platform and a network of independent investment advisers, growing to 20 dedicated offices in Brazil and 170 third-party firms [16][17]. Competitive Positioning - BTG has become a prominent buyer of banking assets, acquiring both thriving and distressed wealth management businesses [8][9]. - The bank aims to compete with major players like Itau, having recently become the second-largest Latin American bank by market value [18][19]. Challenges and Future Outlook - Despite its success, concerns about transparency and corporate governance have been raised, particularly regarding the complexity of its shareholding structure [22][23]. - The bank is cautious in its lending practices amid high interest rates and economic uncertainty in Brazil, focusing on supply-chain financing [15].

Key Points SoFi’s stock has nearly quadrupled over the past year. It’s still gaining millions of members and hosting millions of new products. Its stock looks reasonably valued relative to its growth potential. 10 stocks we like better than SoFi Technologies › SoFi's (NASDAQ: SOFI) stock surged nearly 270% over the past 12 months. The fintech company's robust revenue growth, rising profits, and expanding ecosystem all drew a stampede of bulls back to its stock. Expectations for lower interest rate ...

Group 1 - Synchrony Financial (NYSE:SYF) is a credit card issuer that has retired 7% of its shares annually, but Jim Cramer prefers Capital One due to its increased share repurchase plans [1] - The company provides consumer financial services, including credit cards, installment loans, and deposit products, and offers branded financing solutions across various sectors [2] - BofA analyst Mihir Bhatia raised Synchrony Financial's stock price target to $84 from $80, maintaining a Buy rating, citing stronger spending patterns and the initiation of the Walmart program as indicators of loan growth acceleration [2]

While Nvidia (NVDA) made the list of new buys by the best mutual funds for two straight months before the artificial intelligence giant went AWOL in the latest report, Capital One Financial (COF) returned to this monthly screen for a third consecutive time. And now, as Nvidia remains below its 50-day moving average as of Tuesday's close, Capital One stock looks to bankroll a new breakout. Capital One has also just landed a spot on the Investor's Business Daily Breakout Stocks Index, alongside fellow financi ...