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Yahoo
7 hours ago
- Business
- Yahoo
Lockheed Martin Stock Stumbles as Defense Contractor Cuts Forecast
NurPhoto / Getty Images Lockheed Martin recognized $950 million in pre-tax losses tied to a classified aeronautics program Lockheed Martin (LMT) stock tumbled Tuesday as the defense contractor reported $1.6 billion in losses across a range of programs and slashed its full-year profit forecast. Shares of Lockheed were down 8% in recent trading. The stock is down about 12% this year. A classified program in Lockheed's aeronautics program that faced "design, integration, and test challenges" led to recognize $950 million in pre-tax losses, the company said. The company reported another $570 million losses on an international helicopter program. The losses, CEO Jim Chaiclet said, "are a necessary step as we continue to take action to improve program execution." The company now expects full-year earnings per share of $21.70 to $22, down from a prior estimate of $27 to $27.30. Lockheed maintained its sales outlook of $73.75 billion to $74.75 billion, which is in line with the Visible Alpha analyst consensus. In the second quarter, Lockheed reported revenue of $18.16 billion, up less than 1% year-over-year and short of the analyst consensus. The company's net income fell to $342 million, or $1.46 per share, from $1.6 billion, or $6.85 per share, largely due to the program losses. Read the original article on Investopedia
New York Post
10 hours ago
- Entertainment
- New York Post
Bethenny Frankel rants about ‘stupid' $7-per-day coffee trend — but her fans clap back: ‘It's all us poors have to look forward to'
She's causing a brew haha. Bethenny Frankel says people who spend $7 every day on coffee are 'stupid' — but her fans say the small indulgence is the only thing they can afford in today's economy. The former 'Real Housewives of New York' star, 54, took to TikTok to make the claim, encouraging fans to save cash on coffee by brewing it at home. Advertisement 'It could be like $8, $9 for these lavender lattes… it's so stupid, and also it's like having a milkshake. Make it at home and make it yourself,' Frankel said as she sipped on a caffeinated beverage concocted in the kitchen of her Hamptons home. 'Take the $7 that you do a day and multiply it by 365. It's a number, it's a real number,' she continued, before concluding: 'Don't be dumb.' Advertisement Despite Frankel's sage financial advice, hundreds of TikTok viewers said they weren't willing to give up their daily takeaway coffee. 'The amount of happiness the $7 gives me. Nope. Not gonna give that up,' one popular comment read. 'It could be like $8, $9 for these lavender lattes… it's so stupid, and also it's like having a milkshake. Make it at home and make it yourself,' Frankel said as she sipped on a caffeinated beverage concocted in the kitchen of her Hamptons home. TikTok/Bethenny Frankel Other cash-strapped commenters claimed coffee was their only indulgence, given that everything else was too expensive to afford. Advertisement 'It's all us poor have some days to look forward to,' one declared. 'People do it cause it [as] their treat to themselves. A lot of people can't afford a vacation, a new home, new car… it's a lipstick economy,' another stated. According to Investopedia, 'the lipstick effect is when consumers still spend money on small indulgences during recessions, economic downturns, or when they personally have little cash. They do not have enough to spend on big-ticket luxury items; however, many still find the cash for purchases of small luxury items.' Frankel clarified that she wasn't telling her followers to quit coffee completely, saying she also enjoys a takeout beverage on occasion. TikTok/Bethenny Frankel Advertisement 'I spend 10 a week on 2 iced coffees,' another wrote beneath Frankel's viral video. 'That's 520 bucks a year and it makes me happy. People can say the same for many things we spend money on. Guess what, who cares. Let people live.' Frankel clarified that she wasn't telling her followers to quit coffee completely, saying she also enjoys a takeout beverage on occasion. 'I mean the everyday, two times a day person,' she responded. 'I do it sometimes but rarely,' the star added in the caption of the clip.
Yahoo
2 days ago
- Business
- Yahoo
Zacks.com featured highlights Carnival, Levi Strauss, Vodafone and Invesco
For Immediate Release Chicago, IL – July 21, 2025 – The stocks in this week's article are Carnival Corp. CCL, Levi Strauss & Co. LEVI, Vodafone Group VOD and Invesco IVZ. 4 Finest PEG-Rated GARP Stocks to Boost Your Portfolio Now In the equity market, investments need to be prudently hedged to overcome uncertainties and limit losses related to external shocks. A question that arises often is whether one should resort to a value strategy that seeks discounted stocks or opt for growth investing in times of extreme market instability. The investing track of the Oracle of Omaha over the past few decades and his gradual shift from being a pure-play value investor to a GARP (growth at a reasonable price) investor might give us all the answers. Per the GARP theory, the strategic mingling of growth and value-investing principles gives us a hybrid strategy, offering an ideal investment by utilizing the best features of both. What GARPers look for is whether or not the stocks are somewhat undervalued and have solid, sustainable growth potential (Investopedia). Several stocks that have surged significantly in recent years have demonstrated the overwhelming success of this hybrid investing strategy over pure-play value and growth investments. Here, we will discuss the success of four such stocks. These include Carnival Corp., Levi Strauss & Co., Vodafone Group and Invesco. A Few More Words on GARP GARP investing gives priority to one of the popular value metrics — the price/earnings growth (PEG) ratio. Although it is categorized under value investing, this strategy follows the principles of both growth and value investing. The PEG ratio is defined as (Price/ Earnings)/Earnings Growth Rate It relates the stocks' P/E ratio with the future earnings growth rates. While P/E alone gives an idea of stocks that are trading at a discount, PEG, while adding the growth element to it, helps identify stocks with solid future potential. A lower PEG ratio, preferably less than 1, is always better for GARP investors. Say for example, if a stock's P/E ratio is 10 and the expected long-term growth rate is 15%, the company's PEG will come down to 0.66, a ratio indicating both undervaluation and future growth potential. Unfortunately, this ratio is often neglected due to investors' limitations in calculating the future earnings growth rate of a stock. There are some drawbacks to using the PEG ratio though. It does not consider the very common situation of changing growth rates, such as the forecast of the first three years at a very high growth rate, followed by a sustainable but lower growth rate over the long term. Hence, PEG-based investing can be even more rewarding if some other relevant parameters are also taken into consideration. Here are four out of the 11 stocks that qualified the screening: Carnival: Headquartered in Miami, FL, Carnival operates as a cruise and vacation company. As a single economic entity, Carnival Corporation & Carnival plc forms the largest cruise operator in the world. It is the world's leading leisure travel firm and carries nearly half of the global cruise guests. The company operates in North America, Australia, Europe and Asia. Carnival can also be an impressive GARP investment pick with its Zacks Rank #2 and a Value Score of A. Apart from a discounted PEG and P/E, the stock has an impressive long-term historical growth rate of 28.5%. You can see the complete list of today's Zacks #1 Rank stocks here. Levi: It designs, markets and sells apparel and accessories for men, women, and children globally. Its offerings include jeans, pants, tops, jackets, footwear, and more under the Levi's, Dockers, Signature by Levi Strauss & Co., Denizen, and Beyond Yoga brands. LEVI also licenses its trademarks for products like belts, bags, outerwear and kidswear. Levi stock can also be an impressive GARP investment pick with its Zacks Rank #1 and a Value Score of B. Apart from a discounted PEG and P/E, LEVI has a solid long-term historical growth rate of 9.5%. Vodafone: The company provides telecom services across Germany, the UK, Europe, Turkey and South Africa. It offers mobile, fixed and connectivity solutions, including IoT, cloud, edge computing and digital services. Vodafone also operates M-PESA, a mobile money platform in Africa, and provides international voice, roaming and infrastructure services. Vodafone stock can be an impressive value investment pick with its Zacks Rank #1 and a Value Score of A. Apart from a discounted PEG and P/E, VOD also has an impressive long-term historical growth rate of 11.8%. Invesco: Headquartered in Atlanta, GA, Invesco Ltd. is an independent investment manager with $1.84 trillion in AUM as of March 31, 2025. The company operates in over 20 countries and offers a wide range of investment products, including ETFs, fixed income, equities, private markets, multi-asset solutions and QQQ. Invesco can also be an impressive value investment pick with its Zacks Rank #1 and a Value Score of B. Apart from a discounted PEG and P/E, the stock also has a solid long-term expected growth rate of 6.3%. You can get the rest of the stocks on this list by signing up now for your 2-week free trial to the Research Wizard and start using this screen in your own trading. Further, you can also create your own strategies and test them first before taking the investment plunge. The Research Wizard is a great place to begin. It's easy to use. Everything is in plain language. And it's very intuitive. Start your Research Wizard trial today. And the next time you read an economic report, open up the Research Wizard, plug your finds in, and see what gems come out. Click here to sign up for a free trial to the Research Wizard today. For the rest of this Screen of the Week article please visit at: Follow us on Twitter: Join us on Facebook: Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates. Contact: Jim Giaquinto Company: Phone: 312-265-9268 Email: pr@ Visit: provides investment resources and informs you of these resources, which you may choose to use in making your own investment decisions. Zacks is providing information on this resource to you subject to the Zacks "Terms and Conditions of Service" disclaimer. Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Carnival Corporation (CCL) : Free Stock Analysis Report Vodafone Group PLC (VOD) : Free Stock Analysis Report Invesco Ltd. (IVZ) : Free Stock Analysis Report Levi Strauss & Co. (LEVI) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
4 days ago
- Business
- Yahoo
4 Finest PEG-Rated GARP Stocks to Boost Your Portfolio Now
In the equity market, investments need to be prudently hedged to overcome uncertainties and limit losses related to external shocks. A question that arises often is whether one should resort to a value strategy that seeks discounted stocks or opt for growth investing in times of extreme market instability. The investing track of the Oracle of Omaha over the past few decades and his gradual shift from being a pure-play value investor to a GARP (growth at a reasonable price) investor might give us all the answers. Per the GARP theory, the strategic mingling of growth and value-investing principles gives us a hybrid strategy, offering an ideal investment by utilizing the best features of both. What GARPers look for is whether or not the stocks are somewhat undervalued and have solid, sustainable growth potential (Investopedia). Several stocks that have surged significantly in recent years have demonstrated the overwhelming success of this hybrid investing strategy over pure-play value and growth investments. Here, we will discuss the success of four such stocks. These include Carnival Corporation CCL, Levi Strauss & Co. LEVI, Vodafone Group VOD and Invesco IVZ. A Few More Words on GARP GARP investing gives priority to one of the popular value metrics — the price/earnings growth (PEG) ratio. Although it is categorized under value investing, this strategy follows the principles of both growth and value investing. The PEG ratio is defined as (Price/ Earnings)/Earnings Growth Rate It relates the stocks' P/E ratio with the future earnings growth rates. While P/E alone gives an idea of stocks that are trading at a discount, PEG, while adding the growth element to it, helps identify stocks with solid future potential. A lower PEG ratio, preferably less than 1, is always better for GARP investors. Say for example, if a stock's P/E ratio is 10 and the expected long-term growth rate is 15%, the company's PEG will come down to 0.66, a ratio indicating both undervaluation and future growth potential. Unfortunately, this ratio is often neglected due to investors' limitations in calculating the future earnings growth rate of a stock. There are some drawbacks to using the PEG ratio though. It does not consider the very common situation of changing growth rates, such as the forecast of the first three years at a very high growth rate, followed by a sustainable but lower growth rate over the long term. Hence, PEG-based investing can be even more rewarding if some other relevant parameters are also taken into consideration. Here are the screening criteria for a winning strategy: PEG Ratio less than X Industry Median P/E Ratio (using F1) less than X Industry Median (For more accurate valuation purpose) Zacks Rank of 1 (Strong Buy) or 2 (Buy) (Whether good market conditions or bad, stocks with a Zacks Rank #1 or #2 have a proven history of success.) Market Capitalization greater than $1 Billion (This helps us to focus on companies that have strong liquidity.) Average 20-Day Volume greater than 50,000: A substantial trading volume ensures that the stock is easily tradable. Percentage Change F1 Earnings Estimate Revisions (4 Weeks) greater than 5%: Upward estimate revisions add to the optimism, suggesting further bullishness. Value Score of less than or equal to B: Our research shows that stocks with a Value Style Score of A or B, when combined with a Zacks Rank #1, 2 or 3 (Hold), offer the best upside potential. Our PEG-Driven Picks Here are four out of the 11 stocks that qualified the screening: Carnival: Headquartered in Miami, FL, Carnival operates as a cruise and vacation company. As a single economic entity, Carnival Corporation & Carnival plc forms the largest cruise operator in the world. It is the world's leading leisure travel firm and carries nearly half of the global cruise guests. The company operates in North America, Australia, Europe and Asia. Carnival can also be an impressive GARP investment pick with its Zacks Rank #2 and a Value Score of A. Apart from a discounted PEG and P/E, the stock has an impressive long-term historical growth rate of 28.5%. You can see the complete list of today's Zacks #1 Rank stocks here. Levi: It designs, markets and sells apparel and accessories for men, women, and children globally. Its offerings include jeans, pants, tops, jackets, footwear, and more under the Levi's, Dockers, Signature by Levi Strauss & Co., Denizen, and Beyond Yoga brands. LEVI also licenses its trademarks for products like belts, bags, outerwear and kidswear. Levi stock can also be an impressive GARP investment pick with its Zacks Rank #1 and a Value Score of B. Apart from a discounted PEG and P/E, LEVI has a solid long-term historical growth rate of 9.5%. Vodafone: The company provides telecom services across Germany, the UK, Europe, Turkey and South Africa. It offers mobile, fixed and connectivity solutions, including IoT, cloud, edge computing and digital services. Vodafone also operates M-PESA, a mobile money platform in Africa, and provides international voice, roaming and infrastructure services. Vodafone stock can be an impressive value investment pick with its Zacks Rank #1 and a Value Score of A. Apart from a discounted PEG and P/E, VOD also has an impressive long-term historical growth rate of 11.8%. Invesco: Headquartered in Atlanta, GA, Invesco Ltd. is an independent investment manager with $1.84 trillion in AUM as of March 31, 2025. The company operates in over 20 countries and offers a wide range of investment products, including ETFs, fixed income, equities, private markets, multi-asset solutions and QQQ. Invesco can also be an impressive value investment pick with its Zacks Rank #1 and a Value Score of B. Apart from a discounted PEG and P/E, the stock also has a solid long-term expected growth rate of 6.3%. You can get the rest of the stocks on this list by signing up now for your 2-week free trial to the Research Wizard and start using this screen in your own trading. Further, you can also create your own strategies and test them first before taking the investment plunge. The Research Wizard is a great place to begin. It's easy to use. Everything is in plain language. And it's very intuitive. Start your Research Wizard trial today. And the next time you read an economic report, open up the Research Wizard, plug your finds in, and see what gems come out. Click here to sign up for a free trial to the Research Wizard today. Disclosure: Officers, directors and/or employees of Zacks Investment Research may own or have sold short securities and/or hold long and/or short positions in options that are mentioned in this material. An affiliated investment advisory firm may own or have sold short securities and/or hold long and/or short positions in options that are mentioned in this material. Disclosure: Performance information for Zacks' portfolios and strategies are available at: Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Carnival Corporation (CCL) : Free Stock Analysis Report Vodafone Group PLC (VOD) : Free Stock Analysis Report Invesco Ltd. (IVZ) : Free Stock Analysis Report Levi Strauss & Co. (LEVI) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
5 days ago
- Business
- Yahoo
Private equity is coming to your 401(k). Are the rewards worth the risk?
In the past, the private equity world has been largely populated by ultra-rich investors, endowments and pension funds. That may be about to change. Retirement savers with 401(k) accounts are gaining access to the private investment market, which mostly pivots on privately held companies, rather than public ones. BlackRock, the world's largest asset manager, announced in June that it will offer a 401(k) target-date retirement fund that includes private investments, with a launch date in 2026. Another retirement giant, Empower, said in May it will offer private investments in some workplace accounts later this year. Other retirement plan providers have made similar moves. And the Trump Administration is expected to sign an executive order in coming days that would call for federal guidance on adding private investments to 401(k) plans, the Wall Street Journal reports. Firms that invest in private assets are pushing to gain access to 401(k)s and other 'defined-contribution' workplace retirement plans, a $12 trillion market. Private equity firms raise money to buy, manage and sell companies for profit. Investors are typically high-wealth individuals or institutions. The private credit marketplace loans money to companies or individuals outside the banking and fixed-income industries. Regular retirement savers haven't had much access to private investments in the past. The minimum investment in a private equity fund might be in the millions, or at least the hundreds of thousands, according to Investopedia. Your money might be tied up for years. Here's why wealthy investors like private equity But there's a reason why wealthy investors and endowment managers like private equity funds. In recent decades, 'they actually have done better than the stock market by 1 to 2 percentage points,' said Robert Brokamp, a senior adviser at The Motley Fool. Private equity yielded average annual returns of 10.5% from 2000 through 2020, Investopedia reports. Other estimates range higher. Private equity is considered a high-risk, high-return alternative to the stock market, which, of course, carries its own risks. 'Why do wealthy people like it? Because it has the highest upside,' said Keith Singer, a certified financial planner in Boca Raton, Florida. Along with the upside comes a steep downside. Private companies face fewer regulations and reporting requirements than public ones. It can be hard to divine how much money a private company earns. 'These are private companies, and with that comes less transparency,' Brokamp said. 'That's part of the reason people stay private: They don't want to do all the regulatory filings that come with going public.' The number of public companies has dropped 'by about half' since the mid-1990s, Brokamp said. Private companies tend to stay private longer, and to do public stock offerings later. Stocks are risky. Private equity can be riskier. Stocks carry risk, but a retirement saver who puts money in a S&P 500 index fund is 'investing in some pretty well-established companies,' Brokamp said. Private equity, by contrast, often involves companies in distress. Bankruptcies run higher. 'Private equity is riskier than public equity,' said Caleb Silver, editor in chief of Investopedia. 'It's more speculative in nature, because you are investing in companies that, in some cases, have no proven track record.' Given the risk, Silver suggests an everyday retirement saver should not invest 'more than 10% of your portfolio' in private investments: 'It's simply too risky.' Some of the emerging 401(k) offerings seem tailored to manage that risk. BlackRock, for example, plans to offer private investments within a broader target-date retirement fund. Target-date funds generally offer a mix of stocks, bonds and other investments, with the mix growing more conservative as you approach retirement. The new BlackRock fund would allocate only 5% to 20% of its holdings to private investments, with the quotient dropping as you age. Private equity tends to be illiquid: Investors generally see their money tied up for months or years. In a 401(k), by contrast, you can typically buy or sell investments daily. That should be less of a concern, though, when private equity sits in a target-date fund, which includes publicly traded investments that can be sold if an investor wants out. In 2020, the Trump Administration issued an 'Information Letter' instructing that 401(k)-type retirement plans could invest in private equity without violating federal regulations. The law requires 401(k) managers to act in the best interest of investors, protecting them from large losses and excessive fees. Is private equity too risky for retirement savers? Some observers fear, however, that the risks of private investment may be too steep for everyday retirement savers. Last month, Sen. Elizabeth Warren (D-Massachusetts) penned a letter to the CEO of Empower about its plan to offer private investments in 401(k) accounts. 'Given the sector's weak investor protections, its lack of transparency, expensive management fees, and unsubstantiated claims of high returns, we are seeking information on how your company will ensure the safety of the billions of dollars of retirement savings it safeguards as it implements this program,' Warren wrote. Empower responded, in essence, that retirement savers deserve a crack at the lucrative private investment market, after decades of exclusion. 'Empower believes in the democratization of private investing,' wrote Edmund F. Murphy III, the Empower CEO. Even so, leaders of the 401(k) industry will 'feel more comfortable' about private investments if Congress approves legislation that explicitly allows it, said Thomas Gahan, managing director of Procyon Partners, a financial advisory firm in Shelton, Connecticut. Gahan predicts more 401(k) providers will offer private investments as an option in the target-date funds, as BlackRock plans to do. 'I think it's a stepping stone,' he said. The 401k industry may eventually allow any retirement saver to invest in funds made up entirely of private investments, Gahan said, but probably not without legislation that explicitly permits the investments -- or an executive order from Trump. 'This will happen over time,' he said, 'not overnight.' This article originally appeared on USA TODAY: Private equity is coming to your 401(k). Just how risky is it? 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