PRF: All Weather Alpha For Strategic Long Term Investing — Positive

PRF   Seeking Alpha — August 10, 2025

The Invesco RAFI US 1000 ETF uses a fundamentally weighted, rules-based approach, offering diversification and a value tilt with a balanced growth exposure versus traditional cap-weighted ETFs. The ETF's 0.33% expense ratio is justified by its differentiated methodology and risk-adjusted performance, remaining competitive among peers like FNDX and IWD. PRF outperforms classic value ETFs like IWD and offers strong downside protection, making it a compelling defensive and growth-tilted core holding.

image for news PRF: All Weather Alpha For Strategic Long Term Investing

METCI: An 8.25% Senior Note IPO From Ramaco Resources — Neutral

METC  METCB  METCZ  METCI   Seeking Alpha — August 10, 2025

METCI offers an 8.25% yield, maturing in 2030, with no credit rating, and is currently priced slightly above par value. The company's equity coverage has improved, but ongoing stock-based dividends may signal cash flow concerns for bondholders. The success of Ramaco's new rare earth mine is pivotal; positive developments could lead to refinancing at lower rates, while failure increases risk.

image for news METCI: An 8.25% Senior Note IPO From Ramaco Resources

3 Dividend Growth Stocks That Could Pay You for Life — Positive

CVX  KO  PG   24/7 Wall Street — August 10, 2025

Holding these three dividend stocks for the long-term can build a steady passive income stream.

image for news 3 Dividend Growth Stocks That Could Pay You for Life

NEW YORK, Aug. 10, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Rocket Pharmaceuticals, Inc. (NASDAQ: RCKT) between September 17, 2024 and May 26, 2025, both dates inclusive (the “Class Period”), of the important August 11, 2025 lead plaintiff deadline.

image for news RCKT DEADLINE TOMORROW: ROSEN, SKILLED INVESTOR COUNSEL, Encourages Rocket Pharmaceuticals, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important August 11 Deadline in Securities Class Action – RCKT

BWX: Chinese Good Reflows Ex-U.S. Internationally Disinflationary — Positive

BWX   Seeking Alpha — August 10, 2025

BWX ETF offers attractive exposure to international government bonds, especially Japan, as global disinflation trends limit further rate hikes outside the US. The ETF's high duration (7.8 years) makes it a higher-sensitivity way to play an ex-US rate cut and incidentally also exposes investors to international FX in a dollar-negative environment. Japan's limited rate hike potential, due to new economic pressure and greater trade competition, supports a positive outlook for BWX's rate-sensitive portfolio.

image for news BWX: Chinese Good Reflows Ex-U.S. Internationally Disinflationary

Primoris Services: Solid Growth Visibility With Strong Growth Catalysts — Positive

PRIM   Seeking Alpha — August 10, 2025

I rate Primoris Services a buy as the company delivered record Q2 results, expanded margins, and sharply raised guidance, signaling strong operational momentum. A robust $11.5 billion backlog, driven by recurring MSA contracts, de-risks growth and provides strong revenue visibility for the next several years. Natural gas generation and data center infrastructure are emerging as major, incremental growth drivers, positioning PRIM for multi-year earnings upside.

image for news Primoris Services: Solid Growth Visibility With Strong Growth Catalysts

Verizon: High Yield, Dividend Growth And Options Enhanced Income — Positive

VZ   Seeking Alpha — August 10, 2025

Verizon offers a strong, reliable dividend yield with nearly 20 years of consecutive increases and utility-like, predictable cash flow. Recent earnings beat expectations, free cash flow guidance was raised, and the dividend remains well-covered, supporting ongoing dividend growth. Valuation is attractive for long-term investors, especially if interest rates stabilize or decline, with shares appearing undervalued based on both yield and P/E multiples.

image for news Verizon: High Yield, Dividend Growth And Options Enhanced Income

Buy the Dip in Qualcomm? Technicals and Earnings Point to Upside — Positive

QCOM   FXEmpire — August 10, 2025

Qualcomm is expanding into automotive, industrial IoT, data centers, and wearable AI through partnerships with Xiaomi, Samsung, and Advantech, while bullish technicals at key supports signal upside.

image for news Buy the Dip in Qualcomm? Technicals and Earnings Point to Upside

America's Best Dividend Stock Soars 23% — Positive

MO   24/7 Wall Street — August 10, 2025

Stocks with high yields are not supposed to participate in market rallies. Their role is to provide stability and a safe dividend.

image for news America's Best Dividend Stock Soars 23%

Adobe: Initiating Coverage; A Buy On Solid Fundamentals — Positive

ADBE   Seeking Alpha — August 10, 2025

Adobe's double-digit revenue and EPS growth, alongside a low P/E of ~17, make it an attractive investment opportunity. The digital media segment drives growth, with a >25% increase in monthly active users and strong expansion in mobile and subscription revenues. A robust $25 billion share repurchase program and $20 billion in remaining performance obligations highlight Adobe's commitment to shareholder returns.

image for news Adobe: Initiating Coverage; A Buy On Solid Fundamentals

Rate Cuts Could Launch These 5 Commercial REIT Stocks Much Higher — Positive

ADC  ARE  FRT  O  SPG   24/7 Wall Street — August 10, 2025

While the December 2024 interest rate cut of 25 basis points may be the last until at least September, it is an excellent bet that the federal funds rate will be lower than today's effective rate of 4.23%, which is already below the long-term average of 4.61%.

image for news Rate Cuts Could Launch These 5 Commercial REIT Stocks Much Higher

I reiterate my bullish rating on UNH, supported by strong membership growth and innovative cost-cutting strategies like AI efficiencies and private-label initiatives. UNH is prioritizing affordability and customer retention over aggressive price hikes, leveraging AI and private-label (Nuvaila) to pass cost savings to consumers. Despite recent stock declines and rising medical costs, I project double-digit revenue growth through 2025, with significant upside potential based on valuation metrics.

image for news UnitedHealth Group: Membership Growth Indicates Resilience Amid Rising Medical Cost Pressure

Fidus Investment: A Clear BDC Bargain To Buy Now — Positive

FDUS   Seeking Alpha — August 10, 2025

FDUS continues to deliver superior returns, while the overall sector is struggling. The recent quarter shows both earnings and NAV growth, which for an average BDC is not that common anymore. Currently, we can buy FDUS at a premium of 9%.

image for news Fidus Investment: A Clear BDC Bargain To Buy Now

2 Stocks to Buy With $5,000 and Hold for a Decade — Positive

RDDT  ZTS   The Motley Fool — August 10, 2025

It can be tempting to try to predict market movements so you buy low and sell high, but it's notoriously difficult to execute successfully. Even if you succeed once or twice, replicating that often enough to build a profitable portfolio that stands the test of time is next to impossible.

image for news 2 Stocks to Buy With $5,000 and Hold for a Decade

Cannabis REIT IIPR Trades At A Very Low Valuation — Positive

IIPR   Seeking Alpha — August 10, 2025

IIPR's stock has plunged, but I see this as a fantastic opportunity to buy a high-yielding REIT with a strong balance sheet and management. Despite cannabis industry headwinds and tenant defaults, IIPR's diversification into life sciences real estate with IQHQ offers new growth and risk mitigation. The current valuation is highly attractive, with a 16.6% dividend yield and shares trading at just 0.7x tangible book value and 6.5x expected 2026 AFFO.

image for news Cannabis REIT IIPR Trades At A Very Low Valuation

'RECORD-BREAKING': DraftKings CEO touts historic quarter — Positive

DKNG   Fox Business — August 10, 2025

DraftKings CEO Jason Robbins joins 'Varney & Co.' to discuss the company's successful second quarter and how they're integrating artificial intelligence.

image for news 'RECORD-BREAKING': DraftKings CEO touts historic quarter

Double-Checking The Credit Rating (Part 17): Rexford Industrial Realty — Positive

REXR   Seeking Alpha — August 10, 2025

Rexford Industrial Realty boasts $13B in assets, a strong $8.7B market cap, and a diversified capital structure. REXR maintains investment-grade credit ratings (Moody's Baa2, Fitch BBB+, S&P BBB+), reflecting its financial strength and low-risk profile. Preferred shares (REXR.PR.B and REXR.PR.C) offer attractive yields above 6%, trade below par, and are rated investment grade.

image for news Double-Checking The Credit Rating (Part 17): Rexford Industrial Realty

Uber and Lyft: Earnings analysis as the competition heats up — Neutral

LYFT  UBER   Yahoo Finance — August 10, 2025

Rideshare companies Uber and Lyft are both reported earnings. We break down the latest reports and what it means for investors.

image for news Uber and Lyft: Earnings analysis as the competition heats up

Crocs: The Brand Equity Pendulum's Swinging The Wrong Way — Negative

CROX   Seeking Alpha — August 10, 2025

Crocs reported Q2 results nearly in line with Wall Street's expectations. Total sales growth remained positive but moderate. The provided Q3 guidance is cause for significant concern. Sales and earnings are suddenly guided to decline sharply, related largely by Crocs' management to consumer weakness. There's more to the guided weakness. Crocs' brand equity has historically been volatile, and brand equity now seems to be moving the wrong way.

image for news Crocs: The Brand Equity Pendulum's Swinging The Wrong Way

Quantum computing is swiftly becoming one of the hottest new themes fueling the artificial intelligence (AI) revolution. Over the last year, companies such as IonQ , Rigetti Computing, D-Wave Quantum, and Quantum Computing Inc. have emerged as exciting opportunities seeking to make a splash in the quantum computing realm.

image for news When You Look Back in 10 Years, You'll Wish You'd Bought This Magnificent Quantum Computing Stock (Hint: It's Not IonQ)