General Motors (NYSE: GM) is doing plenty right for investors these days. It has a cash cow business with its high-margin trucks and SUV sales, has executed significant cost reduction programs, has significantly reduced share count to drive earnings-per-share power, and is expanding its software revenue for additional high-margin business. Those developments helped GM's stock double over the past ...
General Motors (NYSE: GM) is doing plenty right for investors these days. It has a cash cow business with its high-margin trucks and SUV sales, has executed significant cost reduction programs, has significantly reduced share count to drive earnings-per-share power, and is expanding its software revenue for additional high-margin business. Those developments helped GM's stock double over the past three years, and the good news is that more high-margin business is on the way, and many investors have overlooked the potential of what's happening. Image source: General Motors. The mainstream automotive industry is known for being capital-intensive and for generating razor-thin margins. That changes for the better as you move higher into luxury auto brands, or even super-luxury (such as Ferrari ), but largely the automotive industry isn't looked at as lucrative. That's beginning to change, and GM's push with OnStar and Super Cruise is showing signs of its potential to drive significant profits. Continue reading
JHVEPhoto/iStock Editorial via Getty Images I happily cover consumer staples. Over the years, I've often held significant positions in many staples companies, including but not limited to Swedish and local businesses like Axfood ( AXFOY ) and ICA (no longer publicly listed) as well as regional and EU-wide businesses like Ahold Delhaize ( ADRNY ). All of these investments, over time, have been succ...
JHVEPhoto/iStock Editorial via Getty Images I happily cover consumer staples. Over the years, I've often held significant positions in many staples companies, including but not limited to Swedish and local businesses like Axfood ( AXFOY ) and ICA (no longer publicly listed) as well as regional and EU-wide businesses like Ahold Delhaize ( ADRNY ). All of these investments, over time, have been successes - but I am currently not invested in any of them due to causes of valuation. In this article, I will look at US-based grocer Albertsons, technically a solid company, but as of late not exactly trading at, or seeing significant high or impressive trends. I will discover the reasons for this. Going by the company's numerous following analysts and the ratings they have given the company, the conveyed image is that this is a severe miscalculation and, in essence, an "incorrect" price for the company. This drawdown in price has left the grocer trading at less than 8.2x P/E, when many peers and other grocers are trading at valuations that move well into 15-17x P/E, so about twice as high or even more. So is it a matter of the analysts missing some key risk, or is it the market misapplying a significant discount multiple to what isn't really a discountable risk? I have, over the years of my analyst activity, seen both of these things happen, so it's a good thing in this case to see what I believe to be the truth of the matter. In essence, and looking from a bird's-eye view, there's absolutely nothing wrong with Albertsons. The company is one of the largest food and drug retailers in the entire nation. The company operates well over 2,200 stores, which makes it bigger in size than any Swedish investment in the sector I have ever made. It has several well-known brands under its banner, including things like Albertsons, Safeway, Vons, and Jewel-Osco. While grocers are facing structural, operational, and financial challenges and need to meet them, it seems to me at first glance ...
Manchester City have beaten Arsenal and taken apart Liverpool in their past two games and Erling Haaland's return to goalscoring form has laid down the gauntlet for the run-in.
Manchester City have beaten Arsenal and taken apart Liverpool in their past two games and Erling Haaland's return to goalscoring form has laid down the gauntlet for the run-in.
Sven Piper/iStock Editorial via Getty Images Elon Musk has made a bold request to banks, law firms, auditors, and other advisers working on the IPO of his rocket and satellite company SpaceX ( SPACE ): Buy subscriptions to its artificial intelligence chatbot, Grok, according to the New York Times. Citing people familiar with the matter, The Times reported that several banks have already decided to...
Sven Piper/iStock Editorial via Getty Images Elon Musk has made a bold request to banks, law firms, auditors, and other advisers working on the IPO of his rocket and satellite company SpaceX ( SPACE ): Buy subscriptions to its artificial intelligence chatbot, Grok, according to the New York Times. Citing people familiar with the matter, The Times reported that several banks have already decided to spend tens of millions on Grok, which came under SpaceX ( SPACE ) last month when its parent, xAI ( X.AI ), merged with the aerospace company. The purchases were not just gestures of goodwill, according to the people, who were not permitted to comment publicly on confidential discussions. While Musk requested that banks involved in the IPO advertise on his social media platform X, also owned by SpaceX ( SPACE ), he wasn’t particularly strict on them meeting that demand, according to two of those people. As of now, Bank of America ( BA ), Citigroup ( CIT ), Goldman Sachs ( GS ), JPMorgan Chase ( JPM ), and Morgan Stanley ( MS ) are said to be working on the IPO along with law firms Gibson Dunn and Davis Polk. The Grok subscriptions from banks are expected to benefit the enterprise side of xAI ( X.AI ), which generates revenue mostly from individual customers rather than businesses. According to its most recent financial report to investors before its merger with SpaceX ( SPACE ), the company reportedly generated approximately $1B in revenue from its AI operations. Musk and a spokesperson for SpaceX ( SPACE ) didn’t respond to requests for comments. This week, SpaceX (SPAC) confidentially submitted paperwork for its much-anticipated IPO, which is expected to raise as much as $75 B at a valuation above $ 2T . More on SpaceX, xAI Can Any Investor Actually Value SpaceX? SpaceX IPO: What I Learned From ULA's Heydays SpaceX-xAI Deal: Building America's New Icon ChatGPT, DeepSeek continue to lose chatbot mobile market share in US as competition heats up Catalyst Watch: OPEC meetin...
Gen Z Women Are Ditching The 'Girlboss' Lie For Tradwife Life, Putting Family First Authored by Steve Watson via Modernity.news, Gen Z women are rejecting the decades-long feminist push that told them family comes second to careers or ‘fame’ and ‘independence’ at all costs. Fox News host Lara Trump breaks down the new reality playing out among young women. The clip highlights a fresh EduBirdie stu...
Gen Z Women Are Ditching The 'Girlboss' Lie For Tradwife Life, Putting Family First Authored by Steve Watson via Modernity.news, Gen Z women are rejecting the decades-long feminist push that told them family comes second to careers or ‘fame’ and ‘independence’ at all costs. Fox News host Lara Trump breaks down the new reality playing out among young women. The clip highlights a fresh EduBirdie study showing young women ranking their dream lives, with the “tradwife” path—stable marriage, children, and a focus on home and family—coming in at a commanding 47 percent. The old “girlboss” dream of luxury, money, and solo hustle scores just 23 percent. 🚨 BOOM! Gen Z women are DITCHING the “girlboss” lie and going FULL tradwife, putting FAMILY and real life first again! pic.twitter.com/yLfD1xJz4F — Gunther Eagleman™ (@GuntherEagleman) April 4, 2026 Trump laid it out clearly on air. “For so long, there was this feminist movement that tried to push and tell us that we should all just kind of put aside wanting to start a family. Don’t worry about getting married, don’t worry about having kids. You should solely focus on your career.” She continued, noting what so many women have experienced firsthand: “And I know so many women—and you probably do too… who got to a certain age and realized wait a minute. This is something I actually want. In many cases they either had huge struggle to have children or they couldn’t do it at all and they were left absolutely devastated.” Trump was quick to push back against the usual leftist attacks. “But you’re right. This isn’t about locking women up in the home and saying like you can’t go out and pursue things independently. This is about women continuing to work and having independent pursuits of their own but it’s a focus on returning to family.” She drove the point home with a truth many mothers already know: “Those of us with families of our own know it doesn’t matter what I do the rest of my life. Most powerful title I will ever have is...
Christina Ruffini, Joe Mathieu and Lisa Mateo play Pointed on “Bloomberg This Weekend”! Wager your points, leverage your bets and answer wisely. A new quiz is available to play each week on Bloomberg.com (Source: Bloomberg)
Christina Ruffini, Joe Mathieu and Lisa Mateo play Pointed on “Bloomberg This Weekend”! Wager your points, leverage your bets and answer wisely. A new quiz is available to play each week on Bloomberg.com (Source: Bloomberg)
Former US Ambassador to NATO Ivo Daalder joins Christina Ruffini and Joe Mathieu on Bloomberg This Weekend to discuss NATO Secretary General Mark Rutte's upcoming visit with US President Trump following his latest threats to withdraw the US from the organization. (Source: Bloomberg)
Former US Ambassador to NATO Ivo Daalder joins Christina Ruffini and Joe Mathieu on Bloomberg This Weekend to discuss NATO Secretary General Mark Rutte's upcoming visit with US President Trump following his latest threats to withdraw the US from the organization. (Source: Bloomberg)
In late March 2026, Qualcomm announced a US$20.00 billion share buyback and lifted its quarterly dividend from US$0.89 to US$0.92 per share, even as analysts issued mixed views on its prospects beyond smartphones. These shareholder-friendly moves, alongside concerns about handset headwinds and the Apple relationship, highlight how Qualcomm is using capital returns to support investor confidence wh...
In late March 2026, Qualcomm announced a US$20.00 billion share buyback and lifted its quarterly dividend from US$0.89 to US$0.92 per share, even as analysts issued mixed views on its prospects beyond smartphones. These shareholder-friendly moves, alongside concerns about handset headwinds and the Apple relationship, highlight how Qualcomm is using capital returns to support investor confidence while its diversification into automotive, PCs, and data centers is still developing. Next, we’ll...
Roberto Mazzarella, head of a notorious Camorra clan, had been on the run for more than a year An Italian mafia boss, who was one of Italy’s most dangerous fugitives, has been arrested on murder charges after more than a year on the run, Italian police said on Saturday. Roberto Mazzarella was the head of the notorious Mazzarella clan of the Camorra – the Naples-based organised crime gang. Continue...
Roberto Mazzarella, head of a notorious Camorra clan, had been on the run for more than a year An Italian mafia boss, who was one of Italy’s most dangerous fugitives, has been arrested on murder charges after more than a year on the run, Italian police said on Saturday. Roberto Mazzarella was the head of the notorious Mazzarella clan of the Camorra – the Naples-based organised crime gang. Continue reading...