Despite Having A State Income Tax Advantage, The Kraken Still Rank Far Below NHL Average In Contract Discounts

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Yahoo
38 minutes ago
- Yahoo
Potential Multi-Year Growth for Saia (SAIA) If Freight Industry Rebounds
The London Company, an investment management company, released 'The London Company SMID Cap Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. Following a downturn in Q1, U.S. stocks experienced a double-digit gain in Q2, amid volatility stemming from tariff news. A risk-on rally followed due to a temporary pause in tariff escalations, widespread optimism around enterprise AI, and a healthy earnings outlook. Against this backdrop, the portfolio fell 0.6% (-0.8% net) during the second quarter vs. an 8.6% increase in the Russell 2500 Index. Sector allocation contributed to the fund's performance in the quarter, while stock selection detracted. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second quarter 2025 investor letter, The London Company SMID Cap Strategy highlighted stocks such as Saia, Inc. (NASDAQ:SAIA). Saia, Inc. (NASDAQ:SAIA) is a North America-based transportation company. The one-month return of Saia, Inc. (NASDAQ:SAIA) was 9.19%, and its shares lost 23.58% of their value over the last 52 weeks. On July 28, 2025, Saia, Inc. (NASDAQ:SAIA) stock closed at $323.23 per share, with a market capitalization of $8.61 billion. The London Company SMID Cap Strategy stated the following regarding Saia, Inc. (NASDAQ:SAIA) in its second quarter 2025 investor letter: "Saia, Inc. (NASDAQ:SAIA) – SAIA remained weak this quarter as the lingering 'freight recession' drags on for almost its third year. We remain convicted in our ownership of SAIA due to its solid balance sheet and strong network growth plan. We believe the company could be a multi-year compounder, assuming the freight industry returns to normal demand patterns. A long line of trucks transporting goods across the open road, symbolizing the long-distance transportation services of the company. Saia, Inc. (NASDAQ:SAIA) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 35 hedge fund portfolios held Saia, Inc. (NASDAQ:SAIA) at the end of the first quarter, compared to 31 in the previous quarter. In the second quarter of 2025, Saia, Inc. (NASDAQ:SAIA) announced revenue of $817 million, marking a 0.7% decrease compared to the same quarter last year. While we acknowledge the potential of Saia, Inc. (NASDAQ:SAIA) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Saia, Inc. (NASDAQ:SAIA) and shared Polen US SMID Company Growth Strategy's views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.

NBC Sports
3 hours ago
- NBC Sports
Mariners at Athletics Prediction: Odds, expert picks, starting pitchers, betting trends and stats for July 29
Its Tuesday, July 29 and the Mariners (57-50) are in Sacramento to take on the Athletics (46-63) in Game 2 of their series. Logan Evans is slated to take the mound for Seattle against Luis Severino for Oakland. The Mariners continued their climb towards the top of the American League West with a 3-1 win over the Athletics last night. Luis Castillo allowed one run over seven innings for his eighth win of the season as Seattle pulled to within three games of the top spot in the West. Lets dive into the matchup and find a sweat or two. We've got all the info and analysis you need to know ahead of the game, including the latest info on the how to catch the first pitch, odds, recent team performance, player stats, and of course, our predictions, picks & best bets for the game from our modeling tools and staff of experts. Follow Rotoworld Player News for the latest fantasy and betting player news and analysis all season long. Game details & how to watch Mariners at Athletics Date: Tuesday, July 29, 2025 Time: 10:05PM EST Site: Sutter Health Park City: Sacramento, PA Network/Streaming: RSNW, NBCSCA Never miss a second of the action and stay up-to-date with all the latest team stats and player news. Check out our day-by-day MLB schedule page, along with detailed matchup pages that update live in-game with every out. Odds for the Mariners at the Athletics The latest odds as of Tuesday: Moneyline: Mariners (-116), Athletics (-104) Spread: Mariners -1.5 Total: 10.0 runs Probable starting pitchers for Mariners at Athletics Pitching matchup for July 29, 2025: Logan Evans vs. Luis Severino Mariners: Logan Evans (4-3, 3.64 ERA) Last outing: July 24 at Angels - 1.80 ERA, 1 Earned Runs Allowed, 3 Hits Allowed, 3 Walks, and 3 StrikeoutsAthletics: July 24 at Houston - Luis Severino (4-11, 4.96 ERA) Last outing: 2.57 ERA, 2 Earned Runs Allowed, 4 Hits Allowed, 0 Walks, and 8 Strikeouts Mariners: Logan Evans (4-3, 3.64 ERA) Last outing: July 24 at Angels - 1.80 ERA, 1 Earned Runs Allowed, 3 Hits Allowed, 3 Walks, and 3 Strikeouts Athletics: July 24 at Houston - Luis Severino (4-11, 4.96 ERA) Last outing: 2.57 ERA, 2 Earned Runs Allowed, 4 Hits Allowed, 0 Walks, and 8 Strikeouts Rotoworld still has you covered with all the latest MLB player news for all 30 teams. Check out the feed page right here on NBC Sports for headlines, injuries and transactions where you can filter by league, team, positions and news type! Top betting trends & insights to know ahead of Mariners at Athletics The Mariners are enjoying a 3-game win streak at the Athletics 4 of the Athletics' last 5 home games have stayed under the Total The Athletics are showing a profit of 2.46 units on the Run Line in their last 5 games at Sutter Health Park Cal Raleigh is rising an 8-game hitting streak (10-33) If you're looking for more key trends and stats around the spread, moneyline and total for every single game on the schedule today, check out our MLB Top Trends tool on NBC Sports! Expert picks & predictions for tonight's game between the Mariners and the Athletics Please bet responsibly. If you or someone you know has a gambling problem, call the National Gambling Helpline at 1-800-522-4700. Our model calculates projections around each moneyline, spread and over/under bet for every game on the MLB calendar based on data points like past performance, player matchups, ballpark information and weather forecasts. Once the model is finished running, we put its projection next to the latest betting lines for the game to arrive at a relative confidence level for each wager. Here are the best bets our model is projecting for Tuesday's game between the Mariners and the Athletics: Moneyline: NBC Sports Bet is recommending a play on the Seattle Mariners on the Moneyline. Spread: NBC Sports Bet is leaning towards a play ATS on the Oakland Athletics at +1.5. Total: NBC Sports Bet is staying away from a play on the Game Total of 10.0. Want even more MLB best bets and predictions from our expert staff & tools? Check out the Expert MLB Predictions page from NBC Follow our experts on socials to keep up with all the latest content from the staff: Jay Croucher (@croucherJD) Drew Dinsick (@whale_capper) Vaughn Dalzell (@VmoneySports) Brad Thomas (@MrBradThomas)


New York Times
4 hours ago
- New York Times
Looking at Carter Yakemchuk's path to making the Senators — and the hurdles ahead
CALGARY — It's a Tuesday morning in mid-July. Most people of Carter Yakemchuk's age are probably sleeping in, having hung up their cowboy hats to recover from the Calgary Stampede festivities that ended two days ago. Nearly 1.5 million partygoers spent the better part of two weeks revelling, Yakemchuk among them. But there was the 19-year-old Calgary native in a grey hockey jersey marked 'Find A Way or Make One,' skating alongside a mixture of professional players and prospects at the Flames' community rink in the southwestern part of the city. Advertisement For Yakemchuk, a 6-foot-4 defenceman, this is all part of the work required to achieve his ultimate goal: making the Ottawa Senators' opening roster come Oct. 9, when the team begins its 2025-26 regular season on the road against the Tampa Bay Lightning, no matter what potential pitfalls lie in front of him. After four seasons with the WHL's Calgary Hitmen, the 2024 first-round pick is old enough to play minor-league games this year, as he'll turn 20 before the end of the calendar. It's the NHL or AHL for him, now. 'I'm looking forward to it,' Yakemchuk said in July following the Senators' development camp. 'My goal is to make the opening roster. That's what I want to do. And I'm looking forward to putting in the work that it takes to make that.' Every summer in Calgary, a group of players and coaches under CRASH Conditioning — self-proclaimed as the 'training destination of choice for elite players of all ages' — gather to prepare for the season ahead. Given the time of year, most participants were skating at half speed this morning. Some mistakes were apparent, like when Yakemchuk got caught on the wrong side of a one-on-two with another defender before being beaten by another opponent who cut into the middle of the offensive zone and scored. 'It's July 15,' said Seattle Kraken assistant Dave Lowry, one of the on-site coaches at the CRASH session. 'There's only so much you can give, right?' But there were brighter spots for Yakemchuk, like when he fought to clear a puck and retrieved it after it bounced off an opposing player. He then led an offensive rush of his own before going forehand to backhand on a goaltender. Yakemchuk also chased a forward from behind and swiped the puck away, putting it between his legs before once again going on the counterattack. It wasn't all flash and offence for the teenager, either: Yakemchuk practiced penalty kills where he used his body positioning and stick to block shooting lanes. 'We all know the offensive side of the game is natural for him,' Lowry said. 'In order for him to play in the National Hockey League, he's gonna have to defend. He's going to have to be a hard defender.' Yakemchuk turned heads during last year's preseason thanks to some solid performances and a highlight-reel goal against the Toronto Maple Leafs, saying that he felt he could play at the NHL level. But his maturity, age and defensive abilities kept him from being Sens-ready, leading him to suit up for one final year of junior hockey. It meant working with Hitmen defensive assistant David Liffiton on his positioning and gap control, among other defensive attributes. Advertisement 'I think his defensive game's come a long way from two years ago,' Liffiton said, also on-site at the CRASH camp. 'Positioning, stick details, the way he closes in the corner. I actually think he's better defensively than guys give him credit for. Down low, killing plays, breaking plays with his stick and his long reach.' As a result, Yakemchuk's offensive numbers dipped. He scored 30 goals and 71 points in 66 games in 2023-24, only to fall to 17 goals and 49 points in 56 games this past season. Those weren't the only ups and downs through Yakemchuk's final WHL campaign: He was also among the many highly-touted prospects infamously left off Canada's World Juniors team last Christmas, leaving the Senators' front office surprised. An ankle injury temporarily slowed him in February, too. But he still helped the Hitmen make the playoffs and reach the second round. 'Point-wise, obviously, there was a bit of a drop-off,' Yakemchuk said. 'It was more (about) improving my game and getting ready to make the jump next season. So, overall, I think I played my best games in the playoffs. That's when it matters the most. I think that was, maybe, my best hockey.' Carter Yakemchuk finally scores in his team's first round series against Saskatoon in the WHL playoffs and it's a nice one. — Julian McKenzie (@jkamckenzie) April 3, 2025 The Senators seem to like Yakemchuk's progression as well, feeling he's grown mentally and physically. 'You know, contrary to some people's beliefs, he played a better defensive game. I don't have a problem with Carter's game,' head scout Don Boyd said after this year's NHL Draft. 'He's got so many avenues and so many ways that he can play, you know, he's big, he's, you know, he can handle the puck. He's got deception. He can shoot the puck. He thinks the game offensively.' Advertisement Despite the decrease in numbers, the Sens do not doubt Yakemchuk's offensive ability and call his puck-handling abilities his 'biggest strength.' Hitmen defensive assistant David Liffiton described Yakemchuk's ability to fire the puck as an 'NHL shot' and praised his ability to help on a power play, whether from the blue line or the faceoff dot. During his draft season, Yakemchuk closely watched Evan Bouchard and the Edmonton Oilers defenceman's offensive game. But it's how those attributes translate to the professional level, in addition to whatever growth he shows at the defensive end, that will help make his case for a roster spot. 'We think he's more ready for that now than he was a year ago, but he's still a young guy, and learning defence in this league takes time,' Senators development coach Andrew Gordon said. 'So, we're not expecting him to be in the All-Star Game this year. But we just expect him to keep progressing. And when his time's right, we'll make sure he's in the right position.' Yakemchuk showed promise last season, and it'll be on him to duplicate that success. Especially considering the state of the team's depth chart on the right side, and the questions surrounding where the current roster's players should be slotted. Artem Zub spent most of last season as Jake Sanderson's partner on their top pairing. But with newly-acquired Jordan Spence in the fold, it's easy to wonder if Zub will stick in that top pairing spot or fall into the second pairing with Thomas Chabot. Nick Jensen is recovering from hip surgery, and while the team has been positive about his recovery, it remains to be seen how effective he'll be once he returns to the ice. And when he does, will he return to that second pairing or does he get bumped down to a third pairing assignment with Tyler Kleven? Nikolas Matinpalo filled in admirably when needed alongside Kleven, even in the playoffs, and when Team Finland's blueline was badly banged up entering the 4 Nations Face-Off, he earned a roster spot. But entering this season, Matinpalo could either be the team's No. 6 defenceman with Kleven or their No. 7, with limited offensive capability. The Senators have also brought back Lassi Thomson, a former first-round pick and right-shot defenceman, after achieving success in the Swedish Hockey League last season. If Yakemchuk goes above and beyond during training camp, he could give himself a chance. But otherwise, he could be destined for AHL Belleville. It shouldn't be seen as a punishment if he does. You can expect him to be under the watchful eyes of director of player personnel Sam Gagner and new Belleville GM Matt Turek, both of whom joined the organization this summer. Advertisement 'My background is scouting, player development and management,' Turek told The Athletic. 'I'll be able to kind of lean on that a little bit just working with the different people in Belleville, whether it's Sam (Gagner) or (BSens head coach David Bell), with the coaching staff and trying to get these players to another level.' All of those above questions need to be posed before Yakemchuk can be considered for NHL action. The Senators will watch closely and ask themselves constantly: 'Do we need him now?' 'That's the question,' Boyd said. 'Or is he better off served playing some time in the American League? Or is he ready to go now? 'You don't give him anything at this level. He's got to earn it.'