The Walt Disney Company Is Currently Cheap Enough To Buy — Positive

DIS   Seeking Alpha — May 12, 2025

Disney exhibits strong profitability and growth, with impressive EBITDA and EPS growth rates, despite a slightly elevated valuation compared to industry peers. Peer analysis shows Disney as a solid performer, especially in growth metrics, making it a competitive player against companies like Netflix and Comcast. Recent earnings reports and the new Abu Dhabi theme park highlight Disney's resilience and strategic growth, enhancing its global presence without significant capital investment.

image for news The Walt Disney Company Is Currently Cheap Enough To Buy

Cognex: Attractively Priced Despite Near-Term Headwinds — Positive

CGNX   Seeking Alpha — May 12, 2025

Cognex's business continues to face a fairly soft demand environment. A situation that could be exacerbated by tariffs. Looking beyond this, the adoption of automation will continue to increase, supported in part by the rapidly increasing capabilities of AI. If tariffs remain in place, reshoring could also provide a boost as companies invest in infrastructure to support the restructuring of supply chains.

image for news Cognex: Attractively Priced Despite Near-Term Headwinds

BioHarvest Sciences Inc. (NASDAQ:BHST) announced the successful transition of its contract development and manufacturing (CDMO) partnership with a Nasdaq-listed pharmaceutical company from Stage 1 to Stage 2, further validating its Botanical Synthesis technology for pharmaceutical applications. The contract, which began in early 2024, aims to develop a compound used in an approved drug product.

image for news BioHarvest Sciences advances CDMO project with Nasdaq-listed pharmaceutical company to next stage

The obesity drug helped patients reduce their waist size by an extra two inches compared to those on Novo Nordisk's Wegovy in a head-to-head study of the two drugs.

image for news Eli Lilly Says Trial Patients Lost More Weight on Zepbound Than Rival's Wegovy

Heart of Healthcare Under Pressure: 1 in 3 Nurses Near Retirement as Continued Volatility Persists Heart of Healthcare Under Pressure: 1 in 3 Nurses Near Retirement as Continued Volatility Persists

image for news Nurses Speak Out on Burnout, Balance, and the Future of the Profession in New Survey

There are some pretty bountiful ETFs out there that were designed to boast incredibly high yields.

image for news I moved 65% of my shares into JEPQ for income and plan to use dividends as wage replacement – is this a solid plan?

Sportradar Group AG (SRAD) Q1 Earnings Top Estimates — Positive

SRAD   Zacks Investment Research — May 12, 2025

Sportradar Group AG (SRAD) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to break-even earnings per share a year ago.

image for news Sportradar Group AG (SRAD) Q1 Earnings Top Estimates

Monday.com (MNDY) Q1 Earnings and Revenues Beat Estimates — Positive

MNDY   Zacks Investment Research — May 12, 2025

Monday.com (MNDY) came out with quarterly earnings of $1.10 per share, beating the Zacks Consensus Estimate of $0.70 per share. This compares to earnings of $0.61 per share a year ago.

image for news Monday.com (MNDY) Q1 Earnings and Revenues Beat Estimates

Essential Utilities (WTRG) Q1 Earnings and Revenues Beat Estimates — Positive

WTRG   Zacks Investment Research — May 12, 2025

Essential Utilities (WTRG) came out with quarterly earnings of $1.03 per share, beating the Zacks Consensus Estimate of $0.80 per share. This compares to earnings of $0.73 per share a year ago.

image for news Essential Utilities (WTRG) Q1 Earnings and Revenues Beat Estimates

COLUMBUS, Ohio , May 12, 2025 /PRNewswire/ -- Northwest Bancshares, Inc. ("Northwest") (Nasdaq: NWBI), today announced a change in its board of directors as part of a leadership transition. As a result of his impending retirement from the board of directors in 2026, Timothy B.

image for news Northwest Bancshares, Inc. Announces Board of Directors Leadership Transition

ATHENS, Greece, May 12, 2025 (GLOBE NEWSWIRE) -- C3is Inc. (Nasdaq: CISS) (the “Company”), a ship-owning company providing seaborne transportation services, announced today that it will release its first quarter financial results for the period ended March 31, 2025 before the market opens in New York on May 15, 2025.

image for news C3is Inc. announces the date for the release of the first quarter 2025 financial and operating results

Fox will launch its upcoming direct-to-consumer streaming service, to be called Fox One, ahead of the NFL season. The streaming service will include all of Fox's content across news, sports and entertainment.

image for news Fox streaming service to be called Fox One, launch before NFL season

Power Solutions: My Buy Thesis Has Gone For A Toss — Neutral

PSIX   Seeking Alpha — May 12, 2025

Power Solutions International's revenue growth is strong, driven by strong demand from its Data Center Products in the Power Systems segment. My earlier margin expansion thesis is not playing out, despite a favorable revenue mix shift, and tariffs can put further pressure here. Broad economy capex indicators and shrinking remaining performance obligations may indicate a reduced pace of growth ahead.

image for news Power Solutions: My Buy Thesis Has Gone For A Toss

When it comes to Facebook, news matters—not the fake stuff but the real kind generated by working journalists.

image for news Facebook reaps significant economic benefits from content provided by news providers, study finds

Investors who've been looking for problems at Intellia Therapeutics have, during the past year, had an easy time finding them. A tendency to misinterpret helped. Investors complained about test results that were fine with medical experts and the FDA. The Street hated when NTLA dropped a lesser program and laid off some staff members. On 5/8/25, the Company reported further progress with two treatments that are now ensconced in Phase III of testing—a level only a third of new drugs reach.

image for news Intellia Therapeutics Shares Have Struggled, But It's Now Go-Time (Rating Upgrade)

SAN FRANCISCO, May 12, 2025 (GLOBE NEWSWIRE) -- A securities class action lawsuit has been filed against Compass Diversified (NYSE: CODI) and certain of its executives after the company disclosed that it would restate its 2024 financial statements due to unrecorded financing arrangements and “irregularities” within its Lugano business unit. The suit, styled Matthews v. Compass Diversified Holdings, LLC, et al., No. 8:25-cv-00981 (C.D. Cal.), seeks to represent investors who purchased Compass Diversified securities between May 1, 2024 and May 7, 2025.

image for news Compass Diversified (CODI) Faces Securities Class Action After Admitting to Accounting “Irregularities” – Hagens Berman

Walgreens Reportedly Upping Use of Robot-Powered Pharmacies — Positive

WBA   PYMNTS — May 12, 2025

Walgreens is reportedly increasing its use of robots to fill prescriptions for its retail locations. Company officials told CNBC in a report Sunday (May 11) that the pharmacy hopes to have its 11 micro-fulfillment centers serving more than 5,000 stores before the year's end.

image for news Walgreens Reportedly Upping Use of Robot-Powered Pharmacies

Federated Hermes Premier Municipal Income Fund declares dividend — Neutral

FHI  FMN   PRNewsWire — May 12, 2025

PITTSBURGH , May 12, 2025 /PRNewswire/ -- Federated Hermes Premier Municipal Income Fund (NYSE: FMN) has declared a dividend. The fund seeks to provide investors with current dividend income that is exempt from regular federal income tax.

image for news Federated Hermes Premier Municipal Income Fund declares dividend

Upland Software Reports First Quarter 2025 Financial Results — Neutral

UPLD   Business Wire — May 12, 2025

AUSTIN, Texas--(BUSINESS WIRE)--Upland Software, Inc. (Nasdaq: UPLD), a leader in cloud-based tools for digital transformation, today announced financial and operating results for the first quarter 2025 and issued guidance for its second quarter and full year of 2025. First Quarter 2025 Financial Highlights Total revenue was $63.7 million, a decrease of 10% from $70.7 million in the first quarter of 2024. Subscription and support revenue was $60.2 million, a decrease of 10% from $67.1 million i.

image for news Upland Software Reports First Quarter 2025 Financial Results

New data in children under 5 years with achondroplasia showed treatment with VOXZOGO was associated with improvement in tibial bowing, a common cause of pain and impaired function Data from the largest retrospective, multi-year observational study of more than 600 children and adults with hypochondroplasia found significantly higher rates of comorbidities, surgeries and overall doctor visits SAN RAFAEL, Calif. , May 12, 2025 /PRNewswire/ -- BioMarin Pharmaceutical Inc. (Nasdaq: BMRN) today announced new data from studies of VOXZOGO ® (vosoritide), demonstrating meaningful impact on tibial bowing in children with achondroplasia and investigational early efficacy results in other skeletal conditions.

image for news BioMarin Presents New Data for VOXZOGO® (vosoritide) in Children with Achondroplasia and Other Skeletal Conditions at Two International Endocrinology Meetings