It seems like everyone is talking about oil prices. That makes sense, given the geopolitical conflict in the Middle East. However, the conversation about the conflict's impact needs to expand a bit. And you could start seeing the impact in the grocery aisle sooner than you may think, and for longer than you may believe. Here's what you need to be thinking about as an investor when it comes to infl...
It seems like everyone is talking about oil prices. That makes sense, given the geopolitical conflict in the Middle East. However, the conversation about the conflict's impact needs to expand a bit. And you could start seeing the impact in the grocery aisle sooner than you may think, and for longer than you may believe. Here's what you need to be thinking about as an investor when it comes to inflation. The Federal Reserve has been holding interest rates steady despite the conflict in the Middle East, which has pushed oil and natural gas prices higher. One big reason is that oil prices are volatile, and an end to the conflict could lead to a sharp reversal in energy costs. If that were to happen, the pressure from rising prices would prove temporary. Image source: Getty Images. Continue reading
Copper rose after Iran agreed to temporarily reopen the Strait of Hormuz as part of a two-week ceasefire agreement with the US and Israel. The industrial metal advanced as much as 2.9% on the London Metal Exchange. Aluminum, the base metal most affected by supply concerns during the conflict, also gained in early trading. The temporary ceasefire in exchange for reopening Hormuz will ease investor ...
Copper rose after Iran agreed to temporarily reopen the Strait of Hormuz as part of a two-week ceasefire agreement with the US and Israel. The industrial metal advanced as much as 2.9% on the London Metal Exchange. Aluminum, the base metal most affected by supply concerns during the conflict, also gained in early trading. The temporary ceasefire in exchange for reopening Hormuz will ease investor concerns about inflation and slowing industrial activity across the world, which have clouded the demand outlook for metals since the war began more than a month ago. Roughly a 10th of global aluminum output sits in the Persian Gulf, with exports constrained by the near-closure of the strait. Iranian drones and missiles have also struck operations run by Aluminium Bahrain BSC and Emirates Global Aluminium PJSC . Copper on the LME advanced 2.8% to $12,653 a ton at 9:13 a.m. in Shanghai, while aluminum rose 0.5% to $3,492.50 a ton. Other base metals on the exchange also gained.
(RTTNews) - Arthur J. Gallagher & Co. (AJG) issued a statement following the recent civil settlement between AssuredPartners of South Florida (APSF), AssuredPartners, Inc., and the U.S. Department of Justice (DOJ). The DOJ announced that the settlement relates to actions that too
(RTTNews) - Arthur J. Gallagher & Co. (AJG) issued a statement following the recent civil settlement between AssuredPartners of South Florida (APSF), AssuredPartners, Inc., and the U.S. Department of Justice (DOJ). The DOJ announced that the settlement relates to actions that too
Ecuador’s President Daniel Noboa says he would welcome US troops to help address his country’s “security crisis,” as long as they follow the lead of local armed forces. In an interview with Bloomberg’s Annmarie Hordern in Guayaquil, Noboa says the US is already offering support and that he is open to deeper involvement from President Donald Trump’s administration. (Source: Bloomberg)
Ecuador’s President Daniel Noboa says he would welcome US troops to help address his country’s “security crisis,” as long as they follow the lead of local armed forces. In an interview with Bloomberg’s Annmarie Hordern in Guayaquil, Noboa says the US is already offering support and that he is open to deeper involvement from President Donald Trump’s administration. (Source: Bloomberg)
Drazen Zigic/iStock via Getty Images Investment Thesis Perdoceo Education ( PRDO ) has delivered strong financial performance in FY 2025, yet the stock is trading at a discount to peers and the sector median. In this analysis, I have gone through the latest earnings results, segment performance, free cash flow generation, management guidance, and peer benchmarking to understand whether this discou...
Drazen Zigic/iStock via Getty Images Investment Thesis Perdoceo Education ( PRDO ) has delivered strong financial performance in FY 2025, yet the stock is trading at a discount to peers and the sector median. In this analysis, I have gone through the latest earnings results, segment performance, free cash flow generation, management guidance, and peer benchmarking to understand whether this discount is justified. In my view, PRDO is poised to outperform, driven by sustained enrollment growth, expanding operating margins, exceptional free cash flow generation, and continued momentum from the USAHS acquisition. On the valuation side, when we look at the ex-cash forward P/E of 9.0x, the discount deepens further. The cash alone provides a margin of safety of 27% of the current stock price. In my view, the market has not fully recognized this combination, and that is where the opportunity lies for potential upside. PRDO is a provider of postsecondary education primarily through online programs. It operates through three segments: Colorado Technical University (CTU), the American InterContinental University System (AIUS), and the University of St. Augustine for Health Sciences (USAHS). Investor Presentation 2025 Free Cash Flow: Key Catalyst for the Stock Data in $ million FY 2024 FY 2025 Cash From Operations 161.6 225.2 Growth 39.4% Capex 4.6 8.6 Free Cash Flow 157.0 216.6 FCF Growth 38.0% Cash & Investments 591.5 643.5 Click to enlarge Data sourced from FY 2025 10-K and Q4 2025 Press Release In FY 2025, the company generated cash from operations of $225.2 million, an increase of 39.4% from the prior year. The nature of online education is asset-light compared to a traditional university. They do not need to build large physical campuses and associated infrastructure. The primary investment is in technology platforms, content, and talented people. To meet such requirements, the company needs a capital expenditure of only $8.6 million. That means the company is spending ju...