The Investment Committee give you their top stocks to watch for the second half.

PriceSmart continues to deliver strong revenue and profit growth, driven by rising membership, higher ticket sizes, and expansion in high-growth Latin American markets. Shares remain attractively valued compared to peers like Costco, Walmart, and BJ's, offering compelling upside potential based on relative multiples. The company's net cash position and ongoing warehouse expansion provide financial flexibility and support further growth.

SAN FRANCISCO, June 03, 2025 (GLOBE NEWSWIRE) -- On May 15, 2025, investors in Coinbase Global, Inc. (NASDAQ: COIN) saw the price of their shares slide about 7% after the company announced that it experienced a material cybersecurity incident, raising questions about the adequacy of its internal controls and disclosure processes. Hagens Berman has opened an investigation into possible securities law violations and urges Coinbase investors who suffered substantial losses to submit your losses now.

AU hits a 52-week high after striking a $76-million deal to sell its high-cost MSG mine to Aura.

Declining volatility surrounding tariffs and a tame inflation trend suggest more gains are on the horizon.

Youssef Squali, Truist head of internet and media, joins 'The Exchange' to discuss Alphabet's AI strength and tech's push into nuclear power.

We remain neutral on SIG after the recent rally; the valuation and outlook suggests caution for new buyers, with a better entry below $70. Q1 results showed modest beats and margin improvement, but the overall report is mixed and one strong quarter does not make a trend. Buybacks boosted EPS guidance, but the average transaction value is rather stagnant and cash burn remains a concern despite shareholder returns.

SAN FRANCISCO, June 03, 2025 (GLOBE NEWSWIRE) -- SelectQuote Inc. (NYSE: SLQT) faced renewed investor pressure on Monday, May 12, 2025, as its shares tumbled another 12% following the release of quarterly results that fell short of earnings and revenue expectations. This decline compounds the over 19% drop experienced on May 1st after the U.S. Department of Justice (DOJ) announced a lawsuit alleging violations of the False Claims Act against the insurance brokerage and several major health insurers.

A trial that was set to begin in less than three weeks was canceled by a Texas judge at the request of Boeing and the Department of Justice, according to court documents.

BALL teams up with Acai Motion to debut ASI-certified cans, blending innovation with ESG-led sustainability.

McKesson (MCK) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Arcosa (ACA) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Progressive (PGR) is well positioned to outperform the market, as it exhibits above-average growth in financials.

BJ's (BJ) is well positioned to outperform the market, as it exhibits above-average growth in financials.

NEW YORK, NY / ACCESS Newswire / June 3, 2025 / If you suffered a loss on your Treace Medical Concepts, Inc. (NASDAQ:TMCI) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/treace-medical-concepts-inc-lawsuit-submission-form-2?prid=151489&wire=1&utm_campaign=7 or contact Joseph E. Levi, Esq.

U.S. dollar's rebound put pressure on gold markets.

NEW YORK, NY / ACCESS Newswire / June 3, 2025 / If you suffered a loss on your Ibotta, Inc. (NYSE:IBTA) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/ibotta-lawsuit-submission-form?prid=151488&wire=1&utm_campaign=25 or contact Joseph E. Levi, Esq.

Mondelez offers a balanced investment case with a 2.8% dividend yield, a $9B share buyback program, and expected EPS growth at a 9% CAGR from 2025 to 2029. Despite Q1 margin pressure due to rising input costs and volume declines, management expects margin recovery as cocoa prices normalize by late 2025. Mondelez's global brand portfolio and pricing power provide long-term resilience, even in the face of short-term headwinds like currency losses and ERP-related costs.

Our dividend income dropped by 15% in May. We had Healthpeak Properties change the structure of its dividend. June will be a very exciting month and I cannot wait to see the dividend distributions for our ETFs, especially SCHD.

AT&T Inc. and T-Mobile US, Inc. Q1 earnings reports both posted positive surprises. However, I also see intensifying competition pressure in the hotly contested telecom space and remain cautious toward the sector. The ongoing tariff situation further compound costs and margins.