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]

Company Overview - TEN Holdings, Inc. operates through its subsidiary, Ten Events, Inc., providing event planning, production, and broadcasting services, primarily focusing on virtual, hybrid, and physical events [4] - The company is headquartered in Pennsylvania and utilizes its proprietary Xyvid Pro Platform to support its services [4] Upcoming Investor Events - TEN Holdings will participate in several key investor-focused events in 2025, including the MicroCap Rodeo, LD Micro Main Event, and Spartan Capital Investor Conference [3][6] - These events are seen as critical for enhancing brand awareness and building relationships within the U.S. investment community [3] Event Details - **MicroCap Rodeo Fall Conference**: Scheduled for September 25, 2025, in New York, featuring approximately 15 microcap companies and opportunities for investors to discover unique stock ideas [6] - **LD Micro Main Event XIX**: Taking place from October 19-21, 2025, in San Diego, this event is renowned for small- and micro-cap companies, offering keynote speeches, presentations, and networking opportunities [6] - **Spartan Capital Investor Conference 2025**: Set for November 3, 2025, in New York City, this conference will include over 50 public and private companies, facilitating interactions between growth-stage companies and investors [6]

Schlumberger Limited (NYSE:SLB) is included among the 15 Best Natural Gas and Oil Dividend Stock to Buy Now. Is Schlumberger (SLB) a Good Dividend Stock to Buy Now? Schlumberger Limited (NYSE:SLB) completed the acquisition of ChampionX Corporation in July, bringing in the latter’s $850 million in revenue and $190 million in adjusted EBITDA. The deal is expected to deliver $400 million in annual pre-tax synergies within three years of closing through revenue growth and cost savings. Following the integrat ...

Group 1 - KLX Energy Services Holdings, Inc. will report its 2025 second quarter financial results on August 7, 2025, at 10:00 a.m. Eastern Time [1] - The conference call can be accessed via phone or live webcast, with a replay available until August 21, 2025 [1] - Questions for management can be submitted via email prior to the call [1] Group 2 - KLX is a growth-oriented provider of diversified oilfield services to leading onshore oil and natural gas exploration and production companies [2] - The company operates over 60 service and support facilities across the United States, focusing on drilling, completion, production, and intervention activities [2] - KLX's services are supported by technically skilled personnel and a broad portfolio of innovative in-house manufacturing, repair, and maintenance capabilities [2]

Company Overview - TEN Holdings, Inc. is a provider of event planning, production, and broadcasting services, headquartered in Pennsylvania [7] - The company specializes in virtual, hybrid, and physical events, utilizing its proprietary Xyvid Pro Platform for virtual and hybrid event services [7] Upcoming Events - TEN Holdings will participate in the Microcap Rodeo on June 4, 2025, in New York City, where it will present a company overview and engage in one-on-one meetings with investors [2] - The company will attend the CEM Bermuda Capital Event from June 6-8, 2025, for scheduled one-on-one investor meetings and networking sessions [3] - On June 10, 2025, TEN Holdings will deliver a live virtual presentation at the Q2 Virtual Investor Summit Event, along with individual meetings with investors [4] - A corporate overview will be presented during the Webull Corporate Connect Webinar on June 18, 2025, at 2:00 PM ET, followed by a live Q&A session [5] - The Skyline Signature Series Webinar on June 26, 2025, at 12:00 PM ET will feature a live presentation by TEN Holdings' management, followed by a Q&A session [6] Strategic Goals - The participation in these investor-focused events aims to enhance the company's visibility within the investment community and share recent developments and future growth initiatives [1]

Core Insights - Zacks Premium provides various tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores are designed to help investors identify stocks with the potential to outperform the market in the short term [2] Zacks Style Scores Overview - The Style Scores categorize stocks into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] - Value Score emphasizes finding undervalued stocks based on financial ratios [3] - Growth Score focuses on a company's financial health and future growth potential [4] - Momentum Score capitalizes on existing trends in stock prices and earnings estimates [5] - VGM Score combines all three styles to identify stocks with the best overall characteristics [6] Zacks Rank and Performance - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investment decisions [7] - Stocks rated 1 (Strong Buy) have historically achieved an average annual return of +25.41%, significantly outperforming the S&P 500 [8] - Investors are encouraged to focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal returns [10] Stock Highlight: PTC Inc. - PTC Inc., based in Boston, MA, is a software provider specializing in digital technologies for engineering and production [12] - Currently rated 3 (Hold) with a VGM Score of B, PTC has a Momentum Style Score of A and has seen a 16.4% increase in shares over the past four weeks [12][13] - Recent upward revisions in earnings estimates indicate a positive outlook, with the Zacks Consensus Estimate rising by $0.15 to $5.97 per share [13]