Putin says Russia ready to supply 'uninterrupted' fuel to India https://t.co/h2c9UydaeV ...

Atmus Filtration Technologies Inc. (NYSE:ATMU) is included among the 14 Best Up and Coming Dividend Stocks to Buy. Northland Highlights Stellar Execution and Shareholder Returns at Atmus (ATMU) Photo by Dan Dennis on Unsplash On November 10, Northland raised​ its pr‌ice ta​rget on Atmus Filtration Technologies Inc. (NYSE:ATMU) to $59 from $50 w⁠hile maintaining an Outperform rati⁠ng. The fi⁠rm describ‍ed the company’s results as “another strong quarter” and​ hi⁠ghlighted its c⁠ontinued admira​tion for A ...

Core Insights - BWX Technologies (BWXT) stock is positioned well to leverage current momentum due to strong margins, a low-debt capital structure, and significant demand for nuclear solutions [3][4]. Financial Performance - The company has a record backlog of $7.4 billion, reflecting a 119% year-over-year increase, driven by multi-year projects in defense and specialized materials [3]. - Recent Q3 2025 earnings report showed a revenue increase of 29% to $866.3 million, with EPS guidance for 2025 revised upward to $3.75-$3.80 [3]. - Over the last twelve months, BWX Technologies experienced a revenue growth of 14.0% and an average growth of 11.6% over the past three years [7]. Profitability and Margins - The company maintains an operating cash flow margin of approximately 14.7% and an average operating margin of 12.5% over the past three years [7]. - BWXT is currently ranked in the top 10 percentile of stocks based on a proprietary metric of "trend strength," indicating strong momentum [7]. Market Position and Strategy - BWX Technologies supplies nuclear components, reactors, fuel, steam generators, materials processing, and environmental restoration services for the naval propulsion and nuclear power industries globally [5]. - The company is strategically positioning itself for long-term growth in clean energy and defense markets, highlighted by its Innovation Campus and a C$1 billion SMR contract [3]. Stock Valuation - Despite the current momentum, BWXT stock trades 7.9% below its 52-week peak, suggesting potential for further growth [7].

Ballooning inventories in a niche corner of the fuel market are compounding the global oversupply of oil and complicating the outlook for benchmark crude prices https://t.co/oUa8aG9Bch ...

Company Overview - The Kroger Co. operates as one of the largest food and drug retailers in the United States with a market cap of $42 billion, offering various store formats and products both in-store and online [1] Stock Performance - Kroger's shares have underperformed the broader market over the past 52 weeks, rising 12.1% compared to the S&P 500 Index's 19.6% increase, and are up 3.7% year-to-date versus the S&P 500's 16.5% gain [2] - However, Kroger's shares have outperformed the Consumer Staples Select Sector SPDR Fund, which declined by 5.6% over the past 52 weeks and 3.7% year-to-date [3] Financial Performance - In Q2 2025, Kroger reported revenue of $33.94 billion, which was weaker than expected, but its adjusted EPS of $1.04 beat estimates. The company raised its full-year sales forecast to 2.7% - 3.4% and adjusted EPS outlook to $4.70 - $4.80, supported by strong identical sales growth of 3.4% [4] - For the fiscal year ending in January 2026, analysts expect Kroger's adjusted EPS to grow 7.2% year-over-year to $4.79, with a strong earnings surprise history [5] Analyst Ratings - Among the 21 analysts covering Kroger, the consensus rating is a "Moderate Buy," consisting of 11 "Strong Buy" ratings and 10 "Holds" [5] - Guggenheim analyst John Heinbockel maintained a "Buy" rating on Kroger with a price target of $78, while the mean price target of $77.60 suggests a 22.3% premium to current price levels, and the Street-high price target of $85 indicates a nearly 34% potential upside [6]

Core Insights - GE Vernova Inc. (NYSE:GEV) is recognized as one of the 12 Best Nuclear Power Dividend Stocks to buy currently [1] - The company encompasses General Electric's energy portfolio, including nuclear, wind, electrification, and digital businesses [2] - GEV's stock price increased by over 7% following an analyst's price target update from $736 to $740, maintaining a 'Positive' rating [3] Financial Performance - The quarterly dividend declared by GE Vernova is $0.25 per share, payable on November 17 to shareholders of record as of October 20, 2025 [5] Market Position and Outlook - Recent legislative developments, particularly provisions in the Inflation Reduction Act, are seen as favorable for GE Vernova, including the preservation of tax credits [4] - The company's domestic manufacturing capabilities and a strong backlog have positively influenced its market perception [4]

Group 1 - HEI and TDG are competitors of BWX Technologies in the Aerospace & Defense sector, indicating that purchasing HEI and TDG stocks may be more advantageous than buying BWXT stock due to a divergence between valuation and performance [2][5] - BWX Technologies supplies nuclear components, reactors, fuel, steam generators, materials processing, and environmental restoration services for global naval propulsion and nuclear power industries [3] - The Trefis High Quality Portfolio aims to mitigate stock-specific risk while allowing for upside potential, outperforming the S&P with over 91% returns since its inception [4][6] Group 2 - A comparison of key metrics shows that HEI and TDG have lower valuations (P/OpInc) compared to BWX Technologies but exhibit higher growth rates in revenue and operating income [5][6] - Evaluating whether BWX Technologies stock is overpriced involves examining trends in revenue and operating income growth over the past year, with a persistent lag strengthening the assessment of overpricing [4][6]

Group 1 - Albertsons Companies, Inc. (NYSE:ACI) is viewed unfavorably by Jim Cramer due to concerns over a failed merger and competition from Amazon's grocery business [1] - Cramer considers Albertsons a "survivor" post-merger, indicating that the market has recognized the company's value, although he prefers Kroger as an investment [2] - Albertsons operates food and drug retail stores, providing groceries, pharmacy services, and general merchandise, while also producing food products and managing distribution and digital operations [2] Group 2 - The stock is described as having a low multiple, suggesting it may be undervalued in the market [2] - Despite the potential of Albertsons as an investment, there are AI stocks that are believed to offer greater upside potential and less downside risk [2]

Group 1 - Albertsons Companies, Inc. announced the retirement of Jim Donald as Chair of the board, with Kim Fennebresque appointed as the new chair [1][2] - The management team has been strengthened with the addition of David Zinsner, former Executive Vice President and CFO of Intel Corporation, as an independent director [2] - Fennebresque highlighted that Zinsner's expertise in finance, technology, and AI will be valuable for the company's future strategy [3] Group 2 - Albertsons operates over 2,200 stores under various banners, including Albertsons, Safeway, and Vons, across 35 states and the District of Columbia [4] - The company provides groceries, pharmacy services, and fuel through an omnichannel model, supported by a network of distribution centers and manufacturing plants [4]

Group 1 - Casey's General Stores, Inc. (NASDAQ:CASY) has seen a stock price increase of nearly 2400% over the past 20 years, indicating strong long-term growth potential [1] - The stock has risen 94% in the last two years, outperforming the S&P 500, which highlights its strong performance in the market [1] - The company targets smaller markets with gas stations and convenience stores that offer fresh hot food, which has contributed to its growth from a regional to a national player [1] Group 2 - Casey's operates convenience stores that provide a variety of prepared foods, beverages, snacks, and fuel, along with additional services like ATMs and car washes [2]