Corning Incorporated (NYSE:GLW) is one of the stocks that Jim Cramer shared his take on. Cramer highlighted the company’s role in the data center business, as he commented: “And if you really want to own data centre stocks, one of the names that’s been crushed, investment club stock, is Corning, because it’s working to displace copper wiring everywhere, and the data centre is the legitimate copper, ultimate copper backer. That would be the one I would suggest to start with. Start small. We don’t want to m ...

Core Insights - Pzena Investment Management's third-quarter 2025 commentary indicates a strong performance in US broad-based indexes driven by optimism about AI and a September rate cut, with the technology sector outperforming value stocks [1] - The Pzena Focused Value strategy returned 1.1% gross and 0.9% net, underperforming the Russell 1000 Value Index which returned 5.3% [1] Company Overview: PPG Industries, Inc. - PPG Industries, Inc. is involved in the manufacturing and distribution of paints, coatings, and specialty materials, with a market capitalization of $22.441 billion as of December 09, 2025 [2] - The stock of PPG Industries, Inc. experienced a one-month return of 1.99% but has lost 18.89% over the last 52 weeks, closing at $99.43 per share [2] Investment Positioning - Pzena Focused Value Strategy initiated a new position in PPG Industries, citing its strong market presence and historical returns on capital, despite current concerns about organic growth [3] - The company is viewed as undervalued due to market apprehensions, with expectations for growth to improve as key end markets recover [3] Hedge Fund Interest - PPG Industries, Inc. was held by 34 hedge fund portfolios at the end of the third quarter, a decrease from 39 in the previous quarter, indicating a decline in popularity among hedge funds [4] - While PPG is recognized for its potential, some analysts suggest that certain AI stocks may offer better upside potential with less downside risk [4]

Group 1: Company Overview - PPG Industries, Inc. is a leading supplier of paints, coatings, and specialty materials, serving various industries including construction, consumer goods, industrial manufacturing, transportation, and aftermarket services [2] - The company has transitioned to operate almost entirely as a coatings-focused business, moving away from traditional glass and chemical operations, resulting in a streamlined coatings portfolio with stronger margins [4] Group 2: Strategic Initiatives - PPG Industries has invested billions in acquisitions to fuel its growth, maintaining a balanced capital allocation approach while being open to sizable acquisitions when opportunities arise [3] - The company has devoted a significant portion of its cash toward share repurchases, contributing meaningfully to its earnings-per-share growth over time [3] Group 3: Dividend Policy - PPG Industries has maintained its dividend policy over the years, increasing dividends for 54 consecutive years, making it one of the best dividend aristocrat stocks [5] - As of October 12, the company offers a quarterly dividend of $0.87 per share, resulting in a dividend yield of 2.88% [5]