Citi is optimistic about the short-term stock performance of AMD (AMD.US) and Analog Devices (ADI.US), while regarding the Apple supply chain as a high-quality defensive play. moomoo.com
Citi is optimistic about the short-term stock performance of AMD (AMD.US) and Analog Devices (ADI.US), while regarding the Apple supply chain as a high-quality defensive play. moomoo.com
jetcityimage/iStock Editorial via Getty Images I last wrote about Conagra Brands, Inc. ( CAG ) last September. In that article called Conagra: The 7%+ Dividend Yield Is Safe… For now , I focused on the safety of the dividend and rated the stock as a hold. When that article was published, the stock was priced at $19.17 per share, and it currently sits at $15.72—a drop of 18%. Has the situation gott...
jetcityimage/iStock Editorial via Getty Images I last wrote about Conagra Brands, Inc. ( CAG ) last September. In that article called Conagra: The 7%+ Dividend Yield Is Safe… For now , I focused on the safety of the dividend and rated the stock as a hold. When that article was published, the stock was priced at $19.17 per share, and it currently sits at $15.72—a drop of 18%. Has the situation gotten worse for CAG? Or is it a bargain now? In my opinion, the stock is a bargain. I had a small holding back in September, and I have added considerably to it while the stock has been in the $15 and change area. In this article, I'll go over some of the metrics that I looked at before, but with less of a focus on the dividend and more of a focus on valuation. The Dividend Let's get the dividend out of the way right off the bat. The yield is now close to a monster 9%. If that yield is safe, then that alone is a strong argument for owning the company. Since my article in September, CAG has paid out two quarterly dividends of $0.35 (in line with previous) with ex-dividend dates of October 30 and January 27. Last week, CAG announced another $0.35 dividend with an ex-dividend date of April 30. So the company has paid out for two quarters since my declaration of safety back in September and is about to pay out a third. So far, so good. Going forward, the company has guided for earnings of $1.70 in fiscal 2026 (ending in May), and analysts expect $1.71 in fiscal 2027. These numbers have come down slightly and are a little bit lower than what I was calling for. The reason is inflation. CAG is susceptible to tariffs (particularly on metals) and energy prices. They hedge for these costs, but not 100%. Nonetheless, if CAG can hang on to those projections, covering the $1.40 per year dividend is achievable. In my opinion, the dividend is still safe. The following chart shows just how juicy the dividend is: Data by YCharts Valuation Looking at the usual metrics, we can see right away tha...
JP Carnevalli/iStock Editorial via Getty Images Brazilian aerospace and defense operator Embraer ( EMBJ ) is not really among the best-loved A&D stocks, with its Quant ranking of 43 out of 65 names on Seeking Alpha. The Hold rating does not tell us much about the future prospects of this $11.6 billion enterprise, particularly since the Street thinks it is a Buy, with JPMorgan raising its price tar...
JP Carnevalli/iStock Editorial via Getty Images Brazilian aerospace and defense operator Embraer ( EMBJ ) is not really among the best-loved A&D stocks, with its Quant ranking of 43 out of 65 names on Seeking Alpha. The Hold rating does not tell us much about the future prospects of this $11.6 billion enterprise, particularly since the Street thinks it is a Buy, with JPMorgan raising its price target to $84 after the Q4/FY 2025 earnings report last month . Yahoo Finance Indeed, Seeking Alpha's analysts as well as Wall Street analysts are both bullish, with the former assigning a Strong Buy and the latter a Buy. Seeking Alpha Seeking Alpha One needs to take these ratings with a pinch of salt, or else it becomes a question of 'who does one believe?' rather than taking into account one's own assessment of the opportunity. Indeed, I would even go so far as to say that readers will need to add salt to taste for my own analysis and rating. That being said, the more I delved into this Brazilian mainstay of the A&D realm, the more I became convinced that analysts across the board might be right with their overwhelming Buys and Strong Buys. As for me, I initiate my coverage with a Buy. FY 2025: A Great Year for EMBJ EMBJ delivered a strong FY 2025 print , with its top line growing at 18.5 percent to $7.6 billion over FY 2024. Every one of their reporting segments showed healthy year-on-year growth for the full fiscal: 7 percent for Commercial Aviation 25 percent for Executive Aviation 36 percent in D&S (Defense & Security) 18 percent in S&S (Services & Support) Q4 2025 itself came in strong, with its $2.65 billion revenue print, an 8.7 percent adjusted EBIT margin, and $740 million in adjusted free cash flow. FY 2025 deliveries totaled 244 aircraft, 18 percent up from 206 in FY 2024. What really stood out for me was the $31.6 billion backlog ($50 billion with options), with Commercial Aviation accounting for $14.5 billion, or 46 percent. Trailing-twelve-month book-to-bill fo...
Hunting PLC ( HNTIY ) has received orders worth $63.5 million for its titanium stress joint (TSJ) product line for a new offshore project in Guyana. The orders will be fulfilled by the group's Subsea Spring business unit and are expected to be completed by May 2028, with revenue recognized starting from the second half of 2026. This new TSJ order adds to $4.4 million in orders secured by the group...
Hunting PLC ( HNTIY ) has received orders worth $63.5 million for its titanium stress joint (TSJ) product line for a new offshore project in Guyana. The orders will be fulfilled by the group's Subsea Spring business unit and are expected to be completed by May 2028, with revenue recognized starting from the second half of 2026. This new TSJ order adds to $4.4 million in orders secured by the group's Stafford and Flexible Engineered Solutions units for the same project since December 2025, with more orders anticipated during 2026. "This order also contributes to our guided subsea product group revenue and EBITDA through 2028, as published at our subsea investor event held in January 2026," said Jim Johnson , Chief Executive. More on Hunting PLC Hunting PLC 2025 Q4 - Results - Earnings Call Presentation Hunting PLC (HNTIY) Q4 2025 Earnings Call Transcript Hunting PLC (HNTIY) Q4 2025 Earnings Call Transcript Hunting PLC Non-GAAP EPS of $0.34, revenue of $1.02B misses by $70M Historical earnings data for Hunting PLC
The clock is ticking to file your federal income taxes. Surveys have found that between one-fourth and one-third of Americans wait until almost the last minute to file. If you're in that group and are a retiree, you still have time to take advantage of ways to optimize how much money you keep. Here are three steps every retiree should take in April before the tax deadline. Image source: Getty Imag...
The clock is ticking to file your federal income taxes. Surveys have found that between one-fourth and one-third of Americans wait until almost the last minute to file. If you're in that group and are a retiree, you still have time to take advantage of ways to optimize how much money you keep. Here are three steps every retiree should take in April before the tax deadline. Image source: Getty Images. Continue reading