Coca-Cola Is a Great Company, But I Think This Stock Is a Better Investment — Negative

PEP   The Motley Fool — July 14, 2025

Coca-Cola (KO 0.20%) is performing very strongly today, with organic sales up 6% in the first quarter of 2025. That comes amid a tough backdrop for consumer staples companies, thanks to inflation and consumers' worries about their finances.

image for news Coca-Cola Is a Great Company, But I Think This Stock Is a Better Investment

Gold holds near $3,355 as rising tariffs and geopolitical risk boost safe-haven appeal. Silver outperforms, gaining 3.5% amid inflation hedging.

image for news Gold (XAUUSD) & Silver Price Forecast: Tariffs, CPI Data Drive Safe-Haven Demand

OSAKA, Japan & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Takeda (TSE:4502/NYSE:TAK) today announced that all primary and secondary endpoints were met in two Phase 3 randomized, double-blind, placebo-controlled studies of oveporexton (TAK-861), a potential first-in-class investigational oral orexin receptor 2 (OX2R)-selective agonist, in narcolepsy type 1 (NT1). NT1 is caused by the loss of orexin-producing neurons in the brain. Orexin agonists are designed to address this underlying orexin deficiency.

image for news Takeda Announces Positive Results from Two Pivotal Phase 3 Studies of Oveporexton (TAK-861) in Narcolepsy Type 1

Thor Explorations reports solid gold output and maintains 2025 guidance — Positive

AAAU  BAR  DBP  DGL  GLD  GLDM  IAU  OUNZ  SGOL  THXPF  UGL   Proactive Investors — July 14, 2025

Thor Explorations Ltd (TSX-V:THX, AIM:THX, OTC:THXPF) has delivered a solid operational update from the Segilola mine in Nigeria for the second quarter, alongside a progress report on its assets in Senegal and Côte d'Ivoire. Between April and June, the company poured just under 23,000 ounces of gold.

image for news Thor Explorations reports solid gold output and maintains 2025 guidance

TUR: Investing In The Turkish Economy — Negative

TUR   Seeking Alpha — July 14, 2025

iShares MSCI Turkey ETF offers diversified exposure to Turkey's high-growth sectors—industrials, financials, and consumer defensives—positioning it for potential upside amid economic reforms. Risks like currency depreciation, high inflation, and political instability remain significant and could undermine returns for USD-based investors. TUR's lower expense ratio and broader diversification make it more appealing than ITKY, but concentrated holdings and low liquidity add to the risk.

image for news TUR: Investing In The Turkish Economy

South Korea's transport ministry is preparing to order all airlines in the country that operate Boeing jets to examine fuel switches in accordance with a 2018 advisory from the U.S. Federal Aviation Administration, the ministry's foreign media spokesperson said on Monday.

image for news South Korea preparing to order airlines to check fuel switches on Boeing jets

GSK seeks FDA nod for expanded use of RSV vaccine in adults — Positive

GSK   Reuters — July 14, 2025

British drugmaker GSK said on Monday it had submitted an application to the U.S. Food and Drug Administration to extend the use of its respiratory syncytial virus (RSV) vaccine to adults under the age of 50 at a higher risk of the disease.

image for news GSK seeks FDA nod for expanded use of RSV vaccine in adults

Oil steadies as IEA warns of surplus, but Saudi exports and summer demand fuel bullish sentiment amid rising geopolitical risks.

image for news Natural Gas and Oil Forecast: IEA Supply Warning vs. Saudi Export Surge—What's Next?

If there's a beaten-down “non-correlated” (or uncorrelated) asset class to the S&P 500's bull market, it's the Russell 2000 Value segment, and the biggest concentration within that asset class is financials. Citigroup reports on July 15th before the opening bell, and analyst consensus coming into the Q2 earnings release is expecting $1.60 in EPS on $20.98 billion in revenue, for expected year-over-year growth of 5% and 4% respectively. JPM trades at 15x-16x earnings for expected high-single digit EPS growth over the next 3 years, while it likely can still generate high-teens, low-20% ROTCE or ROE.

image for news Financials Report This Week: Citi And JPMorgan Kick Off The Big Banks' Earnings Tuesday Morning

Tel-Aviv, Israel, July 14, 2025 (GLOBE NEWSWIRE) -- Ellomay Capital Ltd. (NYSE American; TASE: ELLO) (“Ellomay” or the “Company”), a renewable energy and power generator and developer of renewable energy and power projects in Europe, USA and Israel, today announced that it received and accepted, following the approval of its Board of Directors, commitments from several Israeli institutional and classified investors to buy 926,000 ordinary shares of the Company in a private placement (the “Private Placement”). As a result of the Private Placement, an affiliate of Menora Mivtachim Holdings Ltd. (one of Israel's largest institutional investors), which holds securities for …

image for news Ellomay Capital Ltd. Announces a Proposed Private Placement of Ordinary Shares to Israeli Institutional and Classified Investors for Approximately NIS 50 Million

Ventas Looks Bullish — Positive

VTR   Seeking Alpha — July 14, 2025

Ventas' recent dividend increase and international exposure position it well for future growth, despite its current yield lagging behind Treasuries. Lower interest rates and management's strong execution could make VTR's dividend more attractive and support further upside. Technical analysis shows bullish price action, improving momentum, institutional support, and rising relative strength vs. the S&P 500.

image for news Ventas Looks Bullish

Juniper Research Reveals Subscription Economy Leaderboard for 2025 — Neutral

JNPR   GlobeNewsWire — July 14, 2025

HAMPSHIRE, United Kingdom, July 14, 2025 (GLOBE NEWSWIRE) -- A new study from Juniper Research, the foremost experts in fintech and payment markets, has identified the leaders in subscription management platforms globally for 2025. The Leaderboard evaluated 20 key subscription economy players against a robust set of criteria, including the size of their operations, commercial proposition and the comprehensiveness of their billing service.

image for news Juniper Research Reveals Subscription Economy Leaderboard for 2025

China's market regulator has granted a conditional approval for software firm Synopsys to acquire Ansys , according to a statement released by the regulator on Monday.

image for news China grants conditional approval for Synopsys to acquire Ansys

Bank of Montreal: Tallying The Scorecard — Positive

BMO   Seeking Alpha — July 14, 2025

Bank of Montreal remains my top Canadian bank pick, delivering 42% returns since 2023, thanks to its superior risk-reward profile and successful growth strategy. National Bank of Canada has emerged as another core Canadian bank holding, with disciplined expansion, strong capital, and standout revenue growth, especially after acquiring Canadian Western Bank. Royal Bank and CIBC are on my investment radar for future opportunities, while TD and Scotiabank face strategic and regulatory headwinds limiting near-term upside.

image for news Bank of Montreal: Tallying The Scorecard

HTUS: This Market Timing ETF Still Has To Prove Itself — Negative

HTUS   Seeking Alpha — July 14, 2025

HTUS employs a tactical, model-driven approach to S&P 500 exposure, combining market timing and options income strategies. In 2024, the fund delivered a very high yield that is not typical of the strategy based on historical data. HTUS has underperformed the benchmark since its inception and is on par with it since 2023, with a deeper drawdown.

image for news HTUS: This Market Timing ETF Still Has To Prove Itself

Gold price forecast hinges on July CPI data, with $3,310.48 pivot key to breakout toward $3,500.20 or reversal to $3,120.76. Traders brace for volatility.

image for news Gold News: CPI to Decide If $3,310.48 Pivot Becomes Springboard or Breakdown Point

Analysts at J.P. Morgan are bearish on several high-profile stocks.

image for news Tesla, Circle, and 6 Other Stocks to Short, According to J.P. Morgan

Enbridge Justifies Further Upside Thanks To Continued Growth — Positive

ENB   Seeking Alpha — July 14, 2025

Enbridge remains a 'buy,' due to solid growth prospects, robust demand for energy, and a strong management growth plan, despite recent underperformance, versus the S&P 500. Recent financials show strong revenue and EBITDA growth, especially from Gas Distribution and Storage, boosted by acquisitions and rate increases. Management forecasts continued EBITDA and cash flow growth through 2026, supported by $28 billion in secured capital projects and substantial investment capacity.

image for news Enbridge Justifies Further Upside Thanks To Continued Growth

TBG: A High-Conviction Dividend ETF Finding Its Footing — Positive

TBG   Seeking Alpha — July 14, 2025

TBG is an actively managed ETF comprised of 30-40 U.S. companies selected for their dividend sustainability and ability to grow distributions over a 5-7 year market cycle. The fund's 0.59% expense ratio negatively impacts distributions, but its 2.40% trailing dividend yield is likely understated. This article explains why I expect it to gradually increase to the 3.50-3.60% range. TBG has solid quality and dividend growth features, though negative historical earnings growth rates have led to a high 66% payout ratio, 8% more than the four-year average.

image for news TBG: A High-Conviction Dividend ETF Finding Its Footing

TransMedics: Q2 Analyst Estimates Will Fall Short — Neutral

TMDX   Seeking Alpha — July 14, 2025

TransMedics has rebounded from a sharp sell-off by consistently beating guidance and demonstrating strong execution, restoring investor confidence. I anticipate Q2 2025 will deliver another earnings beat, with flight activity data suggesting sales could surpass analyst estimates. The company is showing clear operating leverage, manageable debt, and is building a vertically integrated logistics network in a niche market.

image for news TransMedics: Q2 Analyst Estimates Will Fall Short