Rithm Capital: Discount To Book, Yielding Over 8% And Could Appreciate With Rate Cuts — Positive
RITM Seeking Alpha — February 17, 2025Rithm Capital Corp. is trading at a discount to book value, offering a strong dividend yield of over 8%, with potential for future increases. RITM's diversified portfolio, including residential mortgages, construction loans, and asset management, positions it well for growth in a lower-rate environment. Despite risks from fluctuating interest rates and credit spreads, RITM's strategic capital deployment and profitability make it a compelling long-term investment.

Allegion, an American provider of security products for homes and businesses globally, is now an $11 billion (by market cap) security competitor. ALLE has been able to consistently generate rising revenue, profit, and dividends since its spin-off. Allegion has increased its dividend for 11 consecutive years, with a 10-year dividend growth rate of 19.6%.

JGLO: High-Quality Global ETF With Mixed Returns, Worth Watching — Positive
JGLO Seeking Alpha — February 17, 2025Actively managed JGLO favors high-quality developed world stocks with special attention paid to the U.S. It may venture into emerging markets though. JGLO had rather strong results until the end of 2024. The consequence of recent softness is that its annualized total return is much weaker than that of URTH. In the current iteration, the portfolio is heavy in U.S. and European stocks. The majority of companies are the S&P 500 constituents. Growth, value, and quality are adequately balanced.

Conagra Brands to Unveil New Innovations and Discuss Updated 2025 Outlook at CAGNY Conference — Neutral
CAG PRNewsWire — February 17, 2025Updated Fiscal 2025 Outlook Reflects Temporary Service Constraints and Impact of Foreign Exchange; Long-Term Targets Unchanged CHICAGO , Feb. 17, 2025 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG) announced that its upcoming presentation at the annual Consumer Analyst Group of New York (CAGNY) Conference will detail Conagra's advantaged market position, perspective on the evolving consumer environment, and unique focus on the science of growth. Conagra will also preview a series of new innovations expected to launch in calendar year 2025 and provide detail on its updated fiscal 2025 financial guidance.

TYSONS, Va., Feb. 17, 2025 (GLOBE NEWSWIRE) -- TEGNA Inc. (NYSE: TGNA) today announced that Tom Cox is stepping into an expanded role leading the company's distribution efforts.

Vertiv: Dip Buying Opportunities Like These Shouldn't Be Missed — Neutral
VRT Seeking Alpha — February 17, 2025Vertiv investors saw the stock fall off the clip into an unusual bear market following the DeepSeek rout. Investors seemed to have reallocated away as the S&P 500 powers forward while VRT's momentum stagnated. Is the AI trade over? Vertiv remains steadfast about the AI infra play, and the aggressiveness of big tech's AI infra investments should provide much needed respite.

I believe Direxion Daily Semiconductor Bull 3X is a strong sell due to increasing competition and margin compression in the AI GPU market. Custom GPUs from companies like Google and Amazon are reducing demand for Nvidia GPUs, further compressing margins and impacting SOXL negatively. SOXL's poor tracking of the benchmark index and significant tracking errors over 1, 3, and 5-year periods highlight its inefficiency.

Airbnb's Earnings: Sky High Results, Grounded Guidance? — Positive
ABNB MarketBeat — February 17, 2025Airbnb's NASDAQ: ABNB stock price surged over 14% on February 14, 2025, following the release of their impressive Q4 2024 financial results. However, the company's cautious forward-looking guidance tempers this enthusiasm, suggesting a more complex outlook for investors.

Levi & Korsinsky Reminds Shareholders of an Investigation into The Trade Desk, Inc. (TTD) Regarding Potential Securities Fraud Allegations — Neutral
TTD Accesswire — February 17, 2025NEW YORK, NY / ACCESS Newswire / February 17, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of The Trade Desk, Inc. ("The Trade Desk") (NASDAQ:TTD) concerning possible violations of federal securities laws. The Trade Desk reported Q4 revenue of $741 million, falling well below the company's prior guidance from its November 7, 2024, earnings call, where The Trade Desk projected "at least" $756 million in revenue.Following these results, shares of The Trade Desk Inc. fell over 30%.

INVESTIGATION ALERT: Berger Montague PC Investigates Customers Bancorp, Inc.'s Board Of Directors For Breach of Fiduciary Duties (NYSE: CUBI) — Neutral
CUBI GlobeNewsWire — February 17, 2025PHILADELPHIA, Feb. 17, 2025 (GLOBE NEWSWIRE) -- Berger Montague advises shareholders of CUSTOMERS BANCORP, INC. (NYSE: CUBI) about an investigation into Customers Bancorp's Board of Directors for potential breaches of fiduciary duties to the company and its shareholders.

Tesla May Get Caught Up in U.S.-China Trade Tensions. It's Not Good for the Stock. — Negative
TSLA Barrons — February 17, 2025Elon Musk's close relationship with President Donald Trump was supposed to be a good thing for the electric vehicle maker, but it could be used as leverage in the trade war between the U.S. and China.

Prediction: This Incredible Stock Could Be Worth $5,000 Per Share by 2030 — Neutral
MKL The Motley Fool — February 17, 2025Markel (MKL -1.52%) is often thought of as an earlier-stage version of Berkshire Hathaway (BRK.A -0.33%) (BRK.B -0.19%), but it hasn't exactly been doing as well as the Warren Buffett-led conglomerate recently. In this video, Matt Frankel, CFP®, discusses why that could change soon.

Warren Buffett's Berkshire Hathaway slashed its Bank of America stake and dumped bank stocks last quarter — Negative
BAC BRK-A BRK-B Business Insider — February 17, 2025Warren Buffett's Berkshire Hathaway cut its Bank of America stake and other bets last quarter. The investor's company exited two S&P 500 funds and only added one new stock, Constellation Brands.

Capri Holdings Limited (NYSE: CPRI) Deadline Approaching: Berger Montague Advises Investors of Deadline in Securities Fraud Lawsuit — Neutral
CPRI GlobeNewsWire — February 17, 2025PHILADELPHIA, Feb. 17, 2025 (GLOBE NEWSWIRE) -- Berger Montague PC advises investors that a securities class action lawsuit has been filed against Capri Holdings Limited (“Capri” or the “Company”) (NYSE: CPRI) on behalf of purchasers of Capri securities between August 10, 2023 through October 24, 2024, inclusive (the “Class Period”).

Cloud and other IT infrastructure and services provider Kyndryl Holdings Inc. NYSE: KD has impressed with a return of nearly 98% in the year leading to February 14, 2025. Indeed, as of that date, the stock is trading just below its all-time high achieved earlier in the month.

Tempus AI NASDAQ: TEM is a leader in precision medicine and artificial intelligence (AI) in the healthcare sector. Tempus AI's stock price has seen an increase, with gains of over 160% in the last month and almost 150% year-to-date, causing investors to surge in interest.

Here's Why You Should Add Atmos Energy Stock to Your Portfolio Now — Positive
ATO Zacks Investment Research — February 17, 2025ATO makes a strong case for investment, given its growth prospects, better debt management and ability to increase shareholders' value.

Enbridge Q4 Earnings Beat Estimates, Revenues Increase Y/Y — Positive
ENB Zacks Investment Research — February 17, 2025ENB Q4 earnings and revenues beat estimates, driven by higher Adjusted EBITDA contributions across its key business segments. Revenues also increase from the prior-year level.

SYK Trades Below 52-Week High: Should You Buy, Hold or Sell the Stock? — Positive
SYK Zacks Investment Research — February 17, 2025Stryker is gaining momentum with strong Q4 results, innovative medtech solutions and high-growth market expansion. But, is the stock still a buy?
