jetcityimage/iStock Editorial via Getty Images Shares of UnitedHealth Group ( UNH ) gained in the morning hours on Wednesday after Raymond James upgraded the managed care giant, citing a potential earnings upside to the company’s earnings estimates over the coming years. Analyst John Ransom upgraded the stock to Outperform from Market Perform and set a new $330 per share target, projecting UNH’s E...
jetcityimage/iStock Editorial via Getty Images Shares of UnitedHealth Group ( UNH ) gained in the morning hours on Wednesday after Raymond James upgraded the managed care giant, citing a potential earnings upside to the company’s earnings estimates over the coming years. Analyst John Ransom upgraded the stock to Outperform from Market Perform and set a new $330 per share target, projecting UNH’s EPS estimates for 2027 and 2028 to exceed consensus by 7.5% and 8%, respectively. Ransom projected a “modest” 20 basis point improvement to the company’s general and administrative expenses for 2027 and 2028, thanks to potential AI initiatives and margin improvement in the company’s health services arm, Optum Health. Additionally, Raymond James pointed out that Minnesota-based UnitedHealth ( UNH ) trades at 12.7x and 10.6x in terms of its 2027 and 2028 non-GAAP EPS estimates, in line with historical multiples of peers but with a sharp discount to the company’s own historical multiple of 20x. “We see the potential upside to earnings estimates over the next few years from 1) announced and potential AI initiatives to lower G&A/revenue and 2) margin improvement in Optum Health from better risk margins, lower G&A, and higher FFS margins,” Ransom added. More on UnitedHealth AGI Bust, AI Boom: Why AI's Winners And Losers Aren't Who You Think UnitedHealth Group: Fears Remain Overblown In A Panicky Market UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul Shah SA Asks: What happens if the Medicare Hospital Insurance fund runs dry? Medicare Advantage payments in focus as regulator says insurers yet to rein in costs
"Resilient" US Manufacturing Sector Surges In Face Of War, Prices Paid Up Amid the fog of war and fading 'hard' data, the final March S&P Global Manufacturing PMI printed 52.3 (a small drop from the flash 52.4 print), higher than the 51.8 print for February. “Faster growth of output in March points to encouraging resilience for US manufacturing in the face of the outbreak of war in the Middle East...
"Resilient" US Manufacturing Sector Surges In Face Of War, Prices Paid Up Amid the fog of war and fading 'hard' data, the final March S&P Global Manufacturing PMI printed 52.3 (a small drop from the flash 52.4 print), higher than the 51.8 print for February. “Faster growth of output in March points to encouraging resilience for US manufacturing in the face of the outbreak of war in the Middle East," according to Chris Williamson, Chief Business Economist at S&P Global Market Intelligence. The ISM Manufacturing PMI also rose from 52.4 to 52.7 - the highest since August 2022... Source: Bloomberg Under the hood, Prices Paid continued to rise dramatically while New Orders and Employment dipped... Business confidence regarding output in the year ahead has also so far held up well, if one follows the S&P Global report. "This sustained resilience in part reflects reduced concerns over government policies such as tariffs, but also indicates that producers anticipate only a short-term and modest impact from the war, which is clearly uncertain. It remains early days in terms of the impact of the conflict, and a sharp rise in prices and delivery delays has cast a cloud over the outlook , threatening to drive inflation higher, dampen demand and throttle supply chains, warns S&P Global's Williamson. Factory input costs have already jumped higher on the back of surging oil prices and supplier delays have become more widespread than at any time since October 2022, linked to the war exacerbating existing shipping, haulage and port delays. “ Some manufacturers are hence reporting stock building as a precaution against future price rises or supply shortages , and hiring has almost stalled in order to reduce staffing costs, underscoring the growing concern about how the war might cause problems for factories in the coming weeks." Obviously, if price pressures and supply delays persist, demand, employment and production capabilities will inevitably start to be more seriously affected. ...
Colombia will raise domestic gasoline prices this month as higher oil costs strain an already widening budget deficit. Fuel prices in major cities will increase by an average 375 pesos ($0.10), while diesel will rise by about 81 pesos, the energy and gas regulator known as CREG said. The move follows temporary cuts in February and March aimed at easing inflation after a record minimum wage increas...
Colombia will raise domestic gasoline prices this month as higher oil costs strain an already widening budget deficit. Fuel prices in major cities will increase by an average 375 pesos ($0.10), while diesel will rise by about 81 pesos, the energy and gas regulator known as CREG said. The move follows temporary cuts in February and March aimed at easing inflation after a record minimum wage increase took effect at the start of the year. The government is now reversing course as global oil prices climb, increasing the cost of fuel subsidies. Energy Minister Edwin Palma said in a March 30 post on X that the government is again taking on costly subsidies and will need to raise prices in a gradual manner. Countries across Latin America, from Panama to Chile, are also scaling back fuel subsidies as fiscal pressures mount. Chile recently announced an increase of more than 50% in a single adjustment, triggering panic buying at gasoline stations. Read more: Oil Surge Elicits Tough Love From Trump’s Latin American Allies When President Gustavo Petro took office in 2022, his administration began gradually raising gasoline prices to align them with international levels. Diesel prices, however, have remained largely unchanged due to opposition from truckers, whose protests can disrupt key highways. In parallel, Colombia is preparing changes to diesel pricing . A draft decree published by the energy ministry in late March proposes eliminating subsidies for vehicles not used in essential public transportation of freight or passengers.
Fosun recorded 22.9 billion yuan in noncash losses, including 15.4 billion yuan in asset impairments, 6.2 billion yuan in fair value losses on investment properties and 1.2 billion yuan in financial asset valuation losses. Chinese conglomerate Fosun International Ltd. reported a net loss of 23.4 billion yuan ($3.4 billion) for 2025, driven by sweeping one-off impairments on real estate and non-cor...
Fosun recorded 22.9 billion yuan in noncash losses, including 15.4 billion yuan in asset impairments, 6.2 billion yuan in fair value losses on investment properties and 1.2 billion yuan in financial asset valuation losses. Chinese conglomerate Fosun International Ltd. reported a net loss of 23.4 billion yuan ($3.4 billion) for 2025, driven by sweeping one-off impairments on real estate and non-core assets. The company disclosed its results on Monday, with revenue of 173.4 billion yuan, down 9.74% year on year. Net loss attributable to shareholders widened by 19 billion yuan from a year earlier.
Soybeans are falling back to start April, as contracts are down 6 to 9 cents so far on Wednesday morning. Futures posted 5 to 13 ½ cent gains across most contracts on Tuesday, led by the new crop months. Open interest rose 9,917 contracts on Wednesday. The cmdtyView national average...
Soybeans are falling back to start April, as contracts are down 6 to 9 cents so far on Wednesday morning. Futures posted 5 to 13 ½ cent gains across most contracts on Tuesday, led by the new crop months. Open interest rose 9,917 contracts on Wednesday. The cmdtyView national average...
Corn price action is down 4 to 5 cents so far on Wednesday morning. Futures closed the Tuesday session with contracts steady to 2 ¼ cents higher following some friendlier old crop numbers from USDA. Open interest was down 3,005 contracts in May, but up 9,593 contracts across the rest,...
Corn price action is down 4 to 5 cents so far on Wednesday morning. Futures closed the Tuesday session with contracts steady to 2 ¼ cents higher following some friendlier old crop numbers from USDA. Open interest was down 3,005 contracts in May, but up 9,593 contracts across the rest,...
Disney is trading at a discount, so it's a good time for investors to scoop up shares, according to Raymond James. The investment firm upgraded the media giant to outperform from market perform. It also set a $115 price target, implying 19% upside from Tuesday's close. That price target implies a forward multiple of around 14, "meaningful discount to the 10-year median given macro fears and Parks ...
Disney is trading at a discount, so it's a good time for investors to scoop up shares, according to Raymond James. The investment firm upgraded the media giant to outperform from market perform. It also set a $115 price target, implying 19% upside from Tuesday's close. That price target implies a forward multiple of around 14, "meaningful discount to the 10-year median given macro fears and Parks visitation headwinds." "We see the current macro backdrop and international visitation headwinds as an opportunity to invest at a very attractive valuation," analyst Ric Prentiss said in a note to clients. Disney shares have fallen 15% this year, pressured by expectations that attendance at the company's theme parks could slump this year. The company is dealing with declining international visitors to its domestic parks. At the same time, Disney faces increased competition from Universal Studios, which opened its Epic Universe property to the public last spring. However, Disney stands to benefit from several tailwinds that could offset some of those headwinds, according to Raymond James. Those include the launch of two new cruise ships and a Frozen-themed expansion at Disneyland Paris. "We have stress-tested our model … examining not only our base case, but several bear cases with varying levels of severity, and believe the stock remains historically cheap even in some of the more draconian scenarios," Prentiss wrote. Disney is also poised to gain ground on easier content and linear comparables, in addition to more favorable sports rights costs on the TV and streaming sides, the analyst noted. Disney's streaming business represents the majority of the growth in the company's operating income between fiscal year 2025 and estimated fiscal year 2028, based on a combination of data from the company and analysts' forecasts, per Raymond James. That means headwinds affecting Disney parks may impact the firm's bottom line less than some investors have anticipated, according to Pren...
Murphy Oil ( MUR ) declares $0.35/share quarterly dividend , in line with previous. Forward yield 3.45% Payable June 1; for shareholders of record May 18; ex-div May 18. See MUR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Murphy Oil Murphy Oil: Accurate Risk Assessment Results In A Field Discovery And A Very Profitable Contract Murphy Oil Corporation (MUR) Discusses Production Shar...
Murphy Oil ( MUR ) declares $0.35/share quarterly dividend , in line with previous. Forward yield 3.45% Payable June 1; for shareholders of record May 18; ex-div May 18. See MUR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Murphy Oil Murphy Oil: Accurate Risk Assessment Results In A Field Discovery And A Very Profitable Contract Murphy Oil Corporation (MUR) Discusses Production Sharing Contract Fundamentals and Their Role in Offshore Vietnam Strategy - Slideshow Murphy Oil Corporation (MUR) Discusses Production Sharing Contract Fundamentals and Their Role in Offshore Vietnam Strategy Transcript Murphy Oil raised to Buy at Piper Sandler, highlighting long-term Vietnam resource potential Murphy Oil comes up dry in second exploratory well off Ivory Coast
Tesla is slated to report first-quarter delivery figures on Thursday. Wall Street is expecting about 366,000 vehicles sold in the first quarter, up from 337,000 a year ago. Wall Street was looking for about 378,000 vehicles.
Tesla is slated to report first-quarter delivery figures on Thursday. Wall Street is expecting about 366,000 vehicles sold in the first quarter, up from 337,000 a year ago. Wall Street was looking for about 378,000 vehicles.
MoMo Productions The U.S. ISM Manufacturing PMI expanded to 52.7 in March, vs. 52.3 consensus and 52.4 prior, according to data released by the Institute for Supply Management on Monday. " The overall economy continued in expansion for the 17th month in a row. The New Orders Index expanded for the third straight month after four straight readings in contraction," said Susan Spence , chair of the I...
MoMo Productions The U.S. ISM Manufacturing PMI expanded to 52.7 in March, vs. 52.3 consensus and 52.4 prior, according to data released by the Institute for Supply Management on Monday. " The overall economy continued in expansion for the 17th month in a row. The New Orders Index expanded for the third straight month after four straight readings in contraction," said Susan Spence , chair of the Institute for Supply Management Manufacturing Business Survey Committee. Here is a look at manufacturing at a glance: Manufacturing prices: 78.3 vs. 70.5 in February. Employment: 48.7 vs. 48.8 prior. New orders: 53.5 vs. 55.8 prior. Supplier deliveries: 58.9 vs. 55.1 prior. " This month also marks the first report with panelists citing the Iran war as a new impact to their business, along with ongoing uncertainty with U.S. economic policy, despite the recent Supreme Court ruling striking down International Emergency Economic Powers Act (IEEPA) tariffs," noted Spence. " In March, 64 percent of comments overall were negative. Among the negative comments, about 20 percent cited tariffs and about 40 percent the war in the Middle East," added Spence. "Of the six largest manufacturing industries, four (Transportation Equipment; Computer & Electronic Products; Machinery; and Chemical Products) expanded in March," noted Spence. More on Manufacturing PMI Manufacturing index for March rises marginally less than initially estimated Chicago PMI falls more than expected in March U.S. PMI Composite edges down in March, manufacturing PMI rises
MicroStockHub/iStock via Getty Images Thesis Summary Microsoft Corporation ( MSFT ) is down a whopping 25% YTD and has even broken below its 200-week EMA. I believe the stock is now a value investor's dream. Indeed, this now squarely fits into the criteria once laid out by legendary investor Charlie Munger. If all you ever did was buy high-quality stocks on the 200-week moving average, you would b...
MicroStockHub/iStock via Getty Images Thesis Summary Microsoft Corporation ( MSFT ) is down a whopping 25% YTD and has even broken below its 200-week EMA. I believe the stock is now a value investor's dream. Indeed, this now squarely fits into the criteria once laid out by legendary investor Charlie Munger. If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time. Source: Charlie Munger . The only point of contention here would be whether Microsoft is still a quality company in the face of the AI threat. I explain below why Microsoft remains one of the best companies to own worldwide, making this an incredible buying opportunity. Microsoft Broke The 200-Week MA Microsoft has now broken below the infamous 200-week EMA. MSFT Chart (TrendSpider) Even in the depths of the 2022 bear market, this level was respected, and yet here we are today. While many would argue this is a bearish sign, and indeed, technical momentum is to the downside, the 200-week EMA should be seen as a reference point, not a make-or-break level. Proof of this, for example, can be found below. Historic Breaks of 200 day MA (X) This study looks at the performance of the S&P 500 ( SP500 ) after a break of the 200-day EMA, showing 1-year returns are actually well above the normal average. Yes, the break of the 200-week EMA in MSFT isn’t bullish, but note that we also have strong volume support below at $320. Ultimately, the question now is whether MSFT is a quality company now trading at a good price. Is Microsoft Still A High Quality Stock? What is quality when it comes to a business? Obviously, growth and profitability are the first places to look, but more important are perhaps things like market dominance, moat, and pricing power. Let’s break down Microsoft below. Growth With Compounding Structure Microsoft's revenue crossed $300 billion in 2025, growing at approximately 15% year-over-year. Revenue History (companiesmarke...
MicroStockHub/iStock via Getty Images Thesis Summary Microsoft Corporation ( MSFT ) is down a whopping 25% YTD and has even broken below its 200-week EMA. I believe the stock is now a value investor's dream. Indeed, this now squarely fits into the criteria once laid out by legendary investor Charlie Munger. If all you ever did was buy high-quality stocks on the 200-week moving average, you would b...
MicroStockHub/iStock via Getty Images Thesis Summary Microsoft Corporation ( MSFT ) is down a whopping 25% YTD and has even broken below its 200-week EMA. I believe the stock is now a value investor's dream. Indeed, this now squarely fits into the criteria once laid out by legendary investor Charlie Munger. If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time. Source: Charlie Munger . The only point of contention here would be whether Microsoft is still a quality company in the face of the AI threat. I explain below why Microsoft remains one of the best companies to own worldwide, making this an incredible buying opportunity. Microsoft Broke The 200-Week MA Microsoft has now broken below the infamous 200-week EMA. MSFT Chart (TrendSpider) Even in the depths of the 2022 bear market, this level was respected, and yet here we are today. While many would argue this is a bearish sign, and indeed, technical momentum is to the downside, the 200-week EMA should be seen as a reference point, not a make-or-break level. Proof of this, for example, can be found below. Historic Breaks of 200 day MA (X) This study looks at the performance of the S&P 500 ( SP500 ) after a break of the 200-day EMA, showing 1-year returns are actually well above the normal average. Yes, the break of the 200-week EMA in MSFT isn’t bullish, but note that we also have strong volume support below at $320. Ultimately, the question now is whether MSFT is a quality company now trading at a good price. Is Microsoft Still A High Quality Stock? What is quality when it comes to a business? Obviously, growth and profitability are the first places to look, but more important are perhaps things like market dominance, moat, and pricing power. Let’s break down Microsoft below. Growth With Compounding Structure Microsoft's revenue crossed $300 billion in 2025, growing at approximately 15% year-over-year. Revenue History (companiesmarke...
LTC Properties ( LTC ) declares $0.19/share monthly dividend , in line with previous. Forward yield 6.13% Payable April 30; for shareholders of record April 22; ex-div April 22. Payable May 29; for shareholders of record May 21; ex-div May 21. Payable June 30; for shareholders of record June 22; ex-div June 22. See LTC Dividend Scorecard, Yield Chart, & Dividend Growth. More on LTC Properties LTC ...
LTC Properties ( LTC ) declares $0.19/share monthly dividend , in line with previous. Forward yield 6.13% Payable April 30; for shareholders of record April 22; ex-div April 22. Payable May 29; for shareholders of record May 21; ex-div May 21. Payable June 30; for shareholders of record June 22; ex-div June 22. See LTC Dividend Scorecard, Yield Chart, & Dividend Growth. More on LTC Properties LTC Properties: Fairly Valued After Rally Given The SHOP Transition Risks LTC Properties, Inc. (LTC) Q4 2025 Earnings Call Transcript LTC Properties: Growth Plan Comes With Risks LTC Properties targets $600M SHOP acquisitions for 2026 with 14% NOI growth guidance LTC Properties trades lower after Q1 2026 earnings guidance trails consensus
Justices weigh constitutionality of bid to end birthright citizenship in case that could affect legal status of hundreds of thousands of US babies US supreme court weighs whether Trump can deny birthright citizenship Sign up for the Breaking News US email We’re starting to get pictures from outside the US supreme court ahead of oral arguments in Trump v Barbara, which will decide if the administra...
Justices weigh constitutionality of bid to end birthright citizenship in case that could affect legal status of hundreds of thousands of US babies US supreme court weighs whether Trump can deny birthright citizenship Sign up for the Breaking News US email We’re starting to get pictures from outside the US supreme court ahead of oral arguments in Trump v Barbara, which will decide if the administration’s attempts to restrict birthright citizenship are unconstitutional. Donald Trump has just arrived, and plans to listen to arguments at the court – the first time a sitting president has attended arguments. Continue reading...
alexsl Wall Street’s major indexes advanced on Wednesday, extending recent gains amid optimism over a potential resolution to the Iran conflict. Out in front is the tech-focused Nasdaq Composite ( COMP:IND ) as it was last +0.9%. At the same time, the benchmark S&P 500 ( SP500 ) was +0.6%, and the blue-chip Dow ( DJI ) was +0.6%. On a sector-by-sector basis, nine of the 11 S&P segments are in the ...
alexsl Wall Street’s major indexes advanced on Wednesday, extending recent gains amid optimism over a potential resolution to the Iran conflict. Out in front is the tech-focused Nasdaq Composite ( COMP:IND ) as it was last +0.9%. At the same time, the benchmark S&P 500 ( SP500 ) was +0.6%, and the blue-chip Dow ( DJI ) was +0.6%. On a sector-by-sector basis, nine of the 11 S&P segments are in the green, with industrials at the top. At the other end of the spectrum, energy has been the weakest space. President Donald Trump will deliver a prime-time address on Wednesday at 9 p.m. Washington, time to provide an update on the war in Iran , White House Press Secretary Karoline Leavitt said. Treasury yields were mostly muted across the curve. The 10-year Treasury yield ( US10Y ) rose 1 basis point to 4.32%, while the 2-year yield ( US2Y ) inched up 2 basis points to 3.80%. The 30-year yield ( US30Y ) was near flat at 4.91%. On the economic calendar, the U.S. private sector added 62K jobs in March, more than expected, according to the ADP jobs report. Furthermore, retail sales increased more than expected in February. As for stocks that were on the move, Western Digital Corporation ( WDC ) climbed +9.4%, while shares of Nike ( NKE ) dropped -12.8%. More on markets Cathie Wood’s ARK ETFs add OpenAI exposure as ChatGPT boom grows Countdown to Trump’s address to the nation: What will he say? Treasury yields surge in March, posting the biggest monthly jump since 2024 Wells Fargo lowers its year-end S&P 500 target from 7,800 to 7,300 S&P 500 is on pace for its worst month since 2022 as broad selloff deepens
Alones Creative Iranian Foreign Minister Abbas Araghchi said that the future of the Strait of Hormuz will be decided jointly by Iran and Oman after the current war ends. In an interview with Al Jazeera broadcast, Araghchi stated that external powers would have no role in post-war arrangements for the critical shipping lane. “What arrangements will be considered after the war is a matter related to...
Alones Creative Iranian Foreign Minister Abbas Araghchi said that the future of the Strait of Hormuz will be decided jointly by Iran and Oman after the current war ends. In an interview with Al Jazeera broadcast, Araghchi stated that external powers would have no role in post-war arrangements for the critical shipping lane. “What arrangements will be considered after the war is a matter related to Iran and Oman,” he said. The remarks come one month into the conflict between Iran, Israel, and the U.S., which began with Israeli and U.S. airstrikes on Iranian targets on Feb. 28. Since hostilities erupted, Iran has exerted greater control over the strait, which handles roughly 20% of global seaborne traded oil and significant volumes of liquefied natural gas. “From our point of view, the strait is currently open and is closed only to those who are at war with Iran,” Araghchi clarified. Araghchi said that vessels from nations not involved in the conflict have continued to pass through, with many engaging directly with Iranian authorities to arrange safe transit. Iran has been imposing significant fees, reportedly up to $2M per tanker in some cases, for safe passage, with payments often coordinated in non-U.S. dollar currencies such as Chinese yuan. Several Chinese and Hong Kong-flagged tankers initially turned back in late March after warnings from Iran’s Islamic Revolutionary Guard Corps before later securing passage through direct negotiations. Lastly, Araghchi described the strait’s potential future role as a “waterway of peace” once the conflict ends. More on war in Iran Pentagon expands missile supply chain with plan to triple Patriot seeker output U.S. will consider Iran ceasefire once Hormuz opens, Trump says Countdown to Trump’s address to the nation: What will he say? Iran threatens attacks on Nvidia, Apple and other tech majors: report Trump to address nation Wednesday on Iran as U.S. signals exit
Lattice’s extreme valuation looks alarming, but strong growth, earnings beats, and bullish analysts suggest the market is willing to look past it—for now.
Lattice’s extreme valuation looks alarming, but strong growth, earnings beats, and bullish analysts suggest the market is willing to look past it—for now.