The Japanese Yen remains on the front foot against a broadly weaker US Dollar for the fourth straight day and drags the USD/JPY pair below the 150.00 psychological mark, or a two-week low during the Asian session on Friday.
Professional tools and equipment manufacturer Snap-on (NYSE:SNA) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 3.6% year on year to $1.29 billion. Its non-GAAP profit of $4.71 per share was 1.2% above analysts’ consensus estimates.
Global financial services company BNY NYSE:BK) announced better-than-expected revenue in Q3 CY2025, with sales up 9.1% year on year to $5.07 billion. Its non-GAAP profit of $1.91 per share was 8.1% above analysts’ consensus estimates.
Steel wire manufacturer Insteel (NYSE:IIIN) missed Wall Street’s revenue expectations in Q3 CY2025, but sales rose 32.1% year on year to $177.4 million. Its non-GAAP profit of $0.75 per share was 4.9% below analysts’ consensus estimates.
Workforce solutions provider ManpowerGroup (NYSE:MAN) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 2.3% year on year to $4.63 billion. Its GAAP profit of $0.38 per share was 53.3% below analysts’ consensus estimates.
Property and casualty insurer Travelers (NYSE:TRV) reported revenue ahead of Wall Street’s expectations in Q3 CY2025, with sales up 5.2% year on year to $12.47 billion. Its non-GAAP profit of $8.14 per share was 28.8% above analysts’ consensus estimates.
Regional banking company KeyCorp (NYSE:KEY) met Wall Street’s revenue expectations in Q3 CY2025, with sales up 176% year on year to $1.89 billion. Its non-GAAP profit of $0.41 per share was 7.6% above analysts’ consensus estimates.
Financial services giant U.S. Bancorp (NYSE:USB) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 6.8% year on year to $7.3 billion. Its non-GAAP profit of $1.22 per share was 9% above analysts’ consensus estimates.
Binance co-founder Changpeng Zhao responded to Peter Schiff’s prediction of a brutal Bitcoin (CRYPTO: BTC) bear market on Thursday, highlighting the leading cryptocurrency’s historical outperformance against gold.
A company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
When Wall Street turns bearish on a stock, it’s worth paying attention.
These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
Generating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Volatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains.
This unpredictability can shake out even the most experienced investors.
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital,
and those that can maintain this trifecta year in and year out often become the legends of the investing world.
Semiconductors are the silicon backbone of the digital revolution. Compute-intensive AI workloads are also priming them for the next wave of secular growth,
so it’s no wonder the industry has outperformed the market over the past six months, delivering returns of 77.8% compared to 25.5% for the S&P 500.
Generating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Wall Street’s bearish price targets for the stocks in this article signal serious concerns.
Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.
A cash-heavy balance sheet is often a sign of strength, but not always.
Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.
Even if a company is profitable, it doesn’t always mean it’s a great investment.
Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
The past year hasn't been kind to the stocks featured in this article.
Each has tumbled to their lowest points in 12 months, leaving investors to decide whether they're witnessing fire sales or falling knives.
Generating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
While profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
Restaurants increase convenience and give many people a place to unwind. But it’s not all sunshine and rainbows as they’re notoriously hard to run thanks to perishable ingredients, labor shortages, or volatile consumer spending.
These factors have weighed on the industry over the past six months as its 5% return has fallen short of the S&P 500’s 25.5% gain.
Generating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Healthcare companies are pushing the status quo by innovating in areas like drug development and digital health. Despite the rosy long-term prospects, short-term headwinds such as COVID inventory destocking have caused the industry to lag recently -
over the past six months, the collective 13.6% gain for healthcare stocks has fallen short of the S&P 500’s 25.5% rise.
Business services providers thrive by solving complex operational challenges for their clients, allowing them to focus on their secret sauce. These firms have helped their customers unlock huge efficiencies,
so it’s no surprise the industry has posted a 30.2% gain over the past six months, beating the S&P 500 by 4.7 percentage points.
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. They are also bound to benefit from a friendlier regulatory environment with the Trump administration,
and this excitement has led to a six-month gain of 39.5% for the sector - higher than the S&P 500’s 25.5% return.
In a world where many businesses have shaky balance sheets, some have ignored the crowd and exercised prudence.
These cash-heavy companies shine bright for their financial discipline, resilience, and ability to generate solid returns.
A cash-heavy balance sheet is often a sign of strength, but not always.
Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Their momentum is also rising as lower interest rates have incentivized higher capital spending.
As a result, the industry has posted a 39.5% gain over the past six months, beating the S&P 500 by 14 percentage points.
Value investing has created more billionaires than any other strategy, like Warren Buffett, who built his fortune by purchasing wonderful businesses at reasonable prices.
But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues.
Generating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth.
Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.
While profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
The stocks featured in this article are seeing some big returns.
Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.
