Press Release Nokia upgrades Orange Jordan's broadband network gateway to enhance connectivity across the Kingdom #MWC25 State-of-the-art Nokia 7750 SR BNG deployed to elevate broadband services and user experience in Jordan. Strategic upgrade to 76 sites across the Kingdom reduces operational costs and boosts network efficiency.

image for news Nokia upgrades Orange Jordan's broadband network gateway to enhance connectivity across the Kingdom

This is my latest article where I provide predictions of upcoming dividend increases from companies with long-term dividend growth histories. After a busy early February, the pace of dividend increases slowed down as we moved into the latter half of the month, with only 10 companies boosting their annual dividend. But included in that number are several significant companies, including the widely followed Coca-Cola, Walmart and Home Depot.

image for news Coca-Cola, Home Depot And Walmart Among 10 Companies To Announce Dividend Increases In Second Half Of February

Danaher: Self-Inflicted Pessimism? — Positive

DHR   Seeking Alpha — February 17, 2025

Danaher Corp. has faced market punishment recently, but maintains strong margins and impressive FCF despite a tough year, indicating resilience and potential for future growth. The company's strategic capital allocation, including share buybacks and acquisitions, suggests management is positioning for long-term value creation, despite short-term pessimism. Danaher's bioprocessing segment shows consistent growth, and the upcoming patent cliff is expected to provide significant tailwinds, boosting demand for their life science equipment.

image for news Danaher: Self-Inflicted Pessimism?

Natural Gas and Oil Forecast: Will Rising U.S. Rig Counts Cap Price Gains? — Negative

BNO  DBO  GUSH  IEO  OIH  OIL  PXJ  UCO  USO  XOP   FXEmpire — February 17, 2025

U.S. rig counts rise for a third week, raising concerns about oversupply. Will this cap oil and natural gas prices, or is there still room for a rally?

image for news Natural Gas and Oil Forecast: Will Rising U.S. Rig Counts Cap Price Gains?

Provident Financial Services: Reported Earnings Could Almost Double In 2025 — Positive

PFS   Seeking Alpha — February 17, 2025

Provident Financial Services is a U.S. regional bank focused on mortgage lending in New Jersey, Pennsylvania, and New York. The bank's Q4 2024 results reflected the final costs of the merger with Lakeland Bancorp. Looking ahead to 2025, the bank expects no additional merger costs and a stable net interest margin.

image for news Provident Financial Services: Reported Earnings Could Almost Double In 2025

Pfizer: Danuglipron Could Tip The Scale In A Few Years, But For Now, Sell — Positive

PFE   Seeking Alpha — February 17, 2025

I rate Pfizer a sell for the next 18–24 months. I expect continued headwinds from Medicare Part D redesign and patent expirations for Eliquis and Prevnar-13 in 2026. Medicare changes will cut $1 billion from 2025 revenue, with PFE now responsible for 20% of catastrophic drug costs. Danuglipron could be Pfizer's turnaround catalyst if late stage trials succeed in 2025. I expect its potential launch in late 2026 or early 2027 to boost investor sentiment.

image for news Pfizer: Danuglipron Could Tip The Scale In A Few Years, But For Now, Sell

West Pharmaceuticals Takes A Plunge, But May Still Offer Opportunities — Positive

WST   Seeking Alpha — February 17, 2025

The price of West Pharmaceutical Services plunged over 38% after it released its Q4 and FY 2024 earnings results on February 13. Shareholders, mostly institutional investors apparently, did not like the bottom-line results nor the uninspiring guidance for 2025. Still, West should not be overlooked, and there may be opportunities if the share price continues to rebound after a market overreaction.

image for news West Pharmaceuticals Takes A Plunge, But May Still Offer Opportunities

Occidental Petroleum has disappointed shareholders with acquisitions reducing shareholder returns. The bonds with about 7% YTM do look attractive. We elucidate our rationale.

image for news Occidental Petroleum: 3 Reasons We Prefer The 7% YTM Bonds For Berkshire's Bet

MARSEILLE, France--(BUSINESS WIRE)--Innate Pharma announces U.S. FDA granted Breakthrough Therapy Designation to lacutamab for relapsed or refractory Sézary Syndrome.

image for news Innate Pharma Announces U.S. FDA Granted Breakthrough Therapy Designation to Lacutamab for Relapsed or Refractory Sézary Syndrome

PayPal: A Share Cannibal With Accelerating Momentum (Rating Upgrade) — Positive

PYPL   Seeking Alpha — February 17, 2025

PayPal's strategic shift under Alex Chriss focuses on profitable growth by enhancing core strengths, increasing user engagement, and accelerating innovation velocity. Q4 earnings showed mixed results with revenue and EPS beats, but higher OpEx led to market disappointment; while strategic initiatives aim for long-term outperformance. Key initiatives include enhancing checkout experiences, expanding debit and credit offerings, and boosting SMB merchant onboarding to drive user habituation and profitable growth.

image for news PayPal: A Share Cannibal With Accelerating Momentum (Rating Upgrade)

Christopher Richter, CLSA's senior analyst for Japanese autos, discusses the the impact of U.S. tariffs on Japanese automakers.

image for news Toyota and Honda will be most affected if U.S. tariffs remain contained to Canada and Mexico: CLSA

ProFrac Holding: Poised For Longer-Term Growth — Positive

ACDC   Seeking Alpha — February 17, 2025

ProFrac Holding remains undervalued with a bright long-term outlook driven by efficiency gains and fleet upgrades. Record efficiency gains and significant investments in high-tech, environmentally friendly fleets are expected to drive future shareholder value despite depressed free cash flow. Demand for power generation driven by AI and industrial electrification presents a strong growth opportunity.

image for news ProFrac Holding: Poised For Longer-Term Growth

Asian markets diverge: Hang Seng rebounds on AI strength, Nikkei climbs on GDP data, but ASX 200 drops as RBA rate cut uncertainty lingers.

image for news Hang Seng Index: AI Stocks Mixed as Tencent Surges, Baidu Drops Pre Earnings

WICHITA, Kan.--(BUSINESS WIRE)--Textron Aviation announced an Australia expansion with construction of a larger, modernized service facility at Essendon Fields Airport.

image for news Textron Aviation to Open New Service Facility at Essendon Fields Airport, Expanding Capabilities in Australia

Upland Software Looks Bullish Going Into Earnings (Technical Analysis) — Positive

UPLD   Seeking Alpha — February 16, 2025

Upland Software has shown bullish technical indicators, including price action above the 30-week EMA, strong momentum, and institutional buying volume. Despite a history of declining stock prices, UPLD's recent performance and management's positive outlook suggest potential for growth, aiming for a $10 target. The company's fundamentals reveal a slightly negative current ratio but improving free cash flow and strategic plans for debt reduction and sales growth.

image for news Upland Software Looks Bullish Going Into Earnings (Technical Analysis)

Walmart reports their fiscal Q4 '25 financial results before the opening bell on February 20, 2025. Consensus expectations are for $0.53 in EPS, $180.2 billion in revenue and $6.8 billion in operating income, for expected y-o-y growth of -12%, +4% and -6% respectively. Walmart's “price-to-sales” has traded below 1x for 89 straight quarters, and it's only been the last 2 quarters that price-to-sales has been over 1x - at exactly 1x last quarter - and if revenue consensus is met, will trade 1.22x on Thursday morning, February 20, 2025. Its P/E multiple expanded from 25X in fiscal Q1 '24 to …

image for news Walmart Earnings Preview: 'Alternative Revenue Streams' And E-Commerce Will Eventually Boost Margins

Home Depot - Time To Take Profits (Again) — Negative

HD   Seeking Alpha — February 16, 2025

Home Depot is a mature company with limited growth prospects, and its current stock price is overpriced relative to its intrinsic value. The company's operating margins have resumed their pre-pandemic decline, and recent acquisitions raise concerns about management's capital discipline. Despite strong historical performance, insider trading activity suggests insiders believe HD shares have been overpriced for some time.

image for news Home Depot - Time To Take Profits (Again)

ADT Inc.: An Overlooked Cash Generator Trading At An Attractive Price — Positive

ADT   Seeking Alpha — February 16, 2025

ADT's renewed focus on the residential market, debt reduction, and exiting unprofitable ventures signal a more streamlined and profitable future. Strategic partnerships with Google and State Farm enhance growth, reduce customer acquisition costs, and improve service offerings. ADT's valuation is attractive with a forward P/E-multiple of 9.3x, supported by strong earnings growth and potential for higher multiples.

image for news ADT Inc.: An Overlooked Cash Generator Trading At An Attractive Price

NEW YORK, NY / ACCESS Newswire / February 16, 2025 / If you suffered a loss on your Integral Ad Science Holding Corp. (NASDAQ:IAS) 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/integral-ad-science-lawsuit-submission-form?prid=129952&wire=1 or contact Joseph E. Levi, Esq.

image for news Integral Ad Science Holding Corp. Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky for More Information - IAS

Exxon Mobil: A Low-Risk, High-Potential Energy Investment — Positive

XOM   Seeking Alpha — February 16, 2025

Exxon Mobil reported strong Q4'24 earnings and free cash flow, driven by production growth from the Pioneer Natural Resources acquisition, despite lower petroleum prices. I maintain a strong buy rating for Exxon Mobil due to its robust free cash flow, reasonable valuation, and growth potential in the Permian Basin. Exxon Mobil generated $8.0B in free cash flow in Q4'24, showing flat FCF growth due to higher production volumes offsetting pricing weakness.

image for news Exxon Mobil: A Low-Risk, High-Potential Energy Investment