Conagra at Rock Bottom: 7% Yield & Turnaround Poised — Positive

CAG   MarketBeat — July 13, 2025

Conagra NYSE: CAG shares are at rock bottom in early Q3 2025, offering an ideal entry for buy-and-hold investors. Although headwinds persist for the entire consumer staples sector, the company's business contraction has come to an end, and repositioning efforts have positioned it to return to growth in FY2026.

image for news Conagra at Rock Bottom: 7% Yield & Turnaround Poised

Forget NVDA: These 2 AI Stocks Have 10x Potential and Pay Dividends — Positive

AVGO  TSM   24/7 Wall Street — July 13, 2025

Key Points in This Article: AI's transformative impact across industries drives demand for chips, with Nvidia leading due to its GPU dominance.

image for news Forget NVDA: These 2 AI Stocks Have 10x Potential and Pay Dividends

SAN DIEGO , July 13, 2025 /PRNewswire/ -- Robbins Geller Rudman & Dowd LLP announces that holders of Broadmark Realty Capital Inc. (NYSE: BRMK) common stock as of the record date of the May 2023 merger between Broadmark and Ready Capital Corporation (NYSE: RC) ("Merger"), have until Monday, July 28, 2025 to seek appointment as lead plaintiff of the Broadmark class action lawsuit. Captioned Grant v.

image for news NOTICE: Investors File Class Action Lawsuit Against Broadmark Realty Capital Inc., Ready Capital Corporation, Others and Attorneys Announce Opportunity for Investors with Substantial Losses to Lead Securities Class Action Lawsuit - BRMK; RC

3 Lower Risk High Yield Picks — Positive

MTBA   Seeking Alpha — July 13, 2025

We look at ways to achieve great income while also minimizing risk. Come alongside High Dividend Opportunities but through secondary opportunities. Less reward, lower risk, but still wonderful income.

image for news 3 Lower Risk High Yield Picks

HSBC Holdings: Personal Banking Segment May Impact Revenues — Negative

HSBC   Seeking Alpha — July 13, 2025

Share repurchases and dividends remain central to the investment thesis, supporting shareholder returns and signaling management confidence. The recent surge in the stock price prompts caution, driven by share buybacks, creates doubts over growth in newly reallocated net fee income and stability in its net interest income. Key risks include macroeconomic headwinds and sector-specific challenges such as falling interest rates and neobanks adoption.

image for news HSBC Holdings: Personal Banking Segment May Impact Revenues

People Don't Want To Invest In This Company, But It Has A Great Stock — Negative

MO   24/7 Wall Street — July 13, 2025

Altria (NYSE: MO) makes some of the world's most dangerous products.

image for news People Don't Want To Invest In This Company, But It Has A Great Stock

Iuorio: Tariffs Overall Aren't Inflationary – Copper Tariffs Are — Neutral

CPER  JJC   Schwab Network — July 13, 2025

Jim Iuorio sees precursors for job losses in the latest economic data and thinks the Fed should be easing rates soon. “The market is becoming more and more comfortable with tariffs not being strictly inflationary,” he argues.

image for news Iuorio: Tariffs Overall Aren't Inflationary – Copper Tariffs Are

Rivian Automotive (RIVN -2.25%) has an exciting future. This year, the electric vehicle (EV) company achieved several consecutive quarters of positive gross margins.

image for news Prediction: Rivian Could Lose This $325 Million Revenue Source That Is Nearly 100% Profit

NEW YORK, July 13, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Red Cat Holdings, Inc. (NASDAQ: RCAT) between March 18, 2022 and January 15, 2025, both dates inclusive (the “Class Period”), of the important July 22, 2025 lead plaintiff deadline.

image for news RCAT IMPORTANT DEADLINE: ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Red Cat Holdings, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important July 22 Deadline in Securities Class Action – RCAT

CEF Weekly Review: Defining Overdistribution — Positive

EIC  EICA  EICB  EICC  PDCC  PDPA  UTG   Seeking Alpha — July 13, 2025

We review the CEF market valuation and performance through the first week of July and highlight recent market action. CEF sectors rallied this week, with tightening discounts pushing valuations into an expensive zone. Debate continues on CEF distribution sustainability, especially for equity funds like UTG.

image for news CEF Weekly Review: Defining Overdistribution

XLF: An Attractive Blend Of Financial Stocks And A Low Cost — Positive

XLF   Seeking Alpha — July 13, 2025

XLF offers an attractive, diversified mix of financial stocks, including banks, insurers, payment processors, and private market leaders, balancing growth and defensiveness. The ETF's ultra-low 0.08% expense ratio and industry-leading scale make it the most cost-effective and efficient way to gain financial sector exposure. While XLF trades at a historically high valuation, this is in line with broader market trends, and sector-relative valuation remains reasonable.

image for news XLF: An Attractive Blend Of Financial Stocks And A Low Cost

Heritage Insurance: A Super-Regional Success With Upside Potential — Positive

HRTG   Seeking Alpha — July 13, 2025

Heritage Insurance has completed a successful turnaround, shifting to disciplined underwriting, geographic diversification, and product optimization, resulting in robust profitability and improved margins. The company's risk profile is significantly de-risked, with most insured value now outside Florida and a strong, cost-effective reinsurance program in place. Valuation remains attractive, as HRTG trades at a discount to peers despite strong earnings growth, resilient balance sheet, and favorable market tailwinds from Florida tort reforms.

image for news Heritage Insurance: A Super-Regional Success With Upside Potential

Nvidia flips entire UK and France in global GDP share — Positive

NVDA   Finbold — July 13, 2025

Nvidia (NASDAQ: NVDA) has made history by becoming the first company in the world to reach a market capitalization of $4 trillion, a figure that now represents a sizable share of global GDP.

image for news Nvidia flips entire UK and France in global GDP share

Trinity Capital: 14% Yield To Buy Now — Positive

TRIN   Seeking Alpha — July 13, 2025

TRIN is one of the two venture capital BDCs that I identified in 2024 as reasonable candidates for durable income portfolios. Since then, TRIN has delivered ~17% in total returns. Currently, the BDC trades at a premium of ~11%.

image for news Trinity Capital: 14% Yield To Buy Now

Nvidia is the undisputed king of artificial intelligence (AI) infrastructure. The company has a dominant share in the graphics processing unit (GPU) market, where its chips provide the processing power necessary to run AI workloads.

image for news Prediction: These 2 AI Chip Stocks Will Outperform Nvidia Over the Next 5 Years

Amazon Prime Creates Online Home Run — Positive

AMZN   24/7 Wall Street — July 13, 2025

Amazon Prime Day, the four-day period during which the e-commerce company offers special deals and signs up new Prime members, helped lift total online sales across America by 30.3% for the period to $24.1 billion.

image for news Amazon Prime Creates Online Home Run

JBND: One Of The Few Active Funds I Can't Criticize — Neutral

JBND   Seeking Alpha — July 13, 2025

JBND is an actively managed fund aiming to outperform the Bloomberg U.S. Aggregate Bond Index. Spoiler: It's succeeding. Interesting comparison with the AGG ETF: it's immediately clear that over 50% of JBND's holdings aren't in AGG. Careful: it's not a flexible fund. The prospectus shows clear guidelines (which I like).

image for news JBND: One Of The Few Active Funds I Can't Criticize

The new CEO is focused on stabilizing expenses, driving organic growth through cross-selling, and transforming its payments business to target affluent clients. Despite historical valuation challenges, the new CEO's strategic priorities aim to improve returns and unlock shareholder value. Currently, most of the bank loans are residential mortgages and commercial loans, both of which could experience higher demand from a potential rate cut in Q3.

image for news U.S. Bancorp Q2: A New CEO And The Super-Regional Outperformer After Market Turmoil (Earnings Preview)

Eagle Point Credit: Avoid This 20%+ Yield Trap — Negative

ECC   Seeking Alpha — July 13, 2025

Eagle Point Credit offers a high yield but suffers from massive share dilution, premium to NAV, and a poor long-term track record. ECC consistently pays out more in dividends than it earns, leading to ongoing NAV erosion and unsustainable payouts. The fund's focus on high-risk CLO tranches results in volatile returns and significant capital destruction over time.

image for news Eagle Point Credit: Avoid This 20%+ Yield Trap

FinVolution: Profitable, Growing, And Trading At A Deep Discount — Positive

FINV   Seeking Alpha — July 13, 2025

I assign a 'Strong Buy' rating to FinVolution due to its robust financials, resilient business model, and market underappreciation. FinVolution demonstrates strong revenue growth, expanding margins, healthy liquidity, and consistent shareholder returns through dividends and buybacks. The stock trades at a significant discount to peers, with my DCF model indicating high upside potential over the next decade.

image for news FinVolution: Profitable, Growing, And Trading At A Deep Discount