Latest news with #LeeSamaha
Yahoo
12 hours ago
- Business
- Yahoo
Here's Why Cameco Shares Surged Today
Cameco investors received news of higher-than-expected earnings from a company in which it owns a 49% stake in a recent update. The nuclear industry's momentum continues to build as it offers a carbon-free way to secure reliable power. 10 stocks we like better than Cameco › Shares in uranium fuel and nuclear energy services company Cameco (NYSE: CCJ) were up 11.7% by 11 a.m. ET today. The move comes as the market digests the news that Westinghouse Electric's adjusted earnings before interest, taxation, depreciation, and amortization (EBITDA) will be higher than previously expected in 2025. That matters to Cameco investors because their company owns 49% of Westinghouse, with the rest owned by Brookfield Renewable Partners (NYSE: BEP), which also rose sharply today. Cameco expects its share of the increase in adjusted EBITDA expectations to be $170 million. "This expected increase will be taken into consideration in determining the 2025 distribution payable by Westinghouse to Cameco," according to the press release. The increase is related to two nuclear reactors at a power plant in Central Europe. The good news doesn't stop there, because Cameco expects Westinghouse to also benefit from providing fuel services to the plant. The $170 million figure is notable for a company that reported approximately $1.1 billion in adjusted EBITDA for 2024. It's also important because it further confirms the improving momentum behind investment in nuclear energy as a solution to the challenge of obtaining a reliable source of energy while meeting net-zero emissions targets. As Cameco notes, Westinghouse's expected EBITDA growth over the next five years is 6%-10%. Meanwhile, Cameco's core uranium fuel and nuclear power products and services businesses are set to grow sales at a similar rate. All of this adds up to an exciting growth outlook for an industry that was written off far too easily in the past. Before you buy stock in Cameco, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Cameco wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $669,517!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $868,615!* Now, it's worth noting Stock Advisor's total average return is 792% — a market-crushing outperformance compared to 173% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Lee Samaha has no position in any of the stocks mentioned. The Motley Fool recommends Brookfield Renewable Partners and Cameco. The Motley Fool has a disclosure policy. Here's Why Cameco Shares Surged Today was originally published by The Motley Fool Erreur lors de la récupération des données Connectez-vous pour accéder à votre portefeuille Erreur lors de la récupération des données Erreur lors de la récupération des données Erreur lors de la récupération des données Erreur lors de la récupération des données
Yahoo
6 days ago
- Business
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3 Rock-Solid Dow Jones Dividend Stocks to Double Up on in June
Chevron is a high-yield dividend stock that's well positioned to withstand the current downturn in energy prices. Honeywell's breakup could accelerate earnings growth within its businesses, not least through mergers and acquisitions. Home Depot's growth has ground to a halt, but the stock is a good value and pays a reliable dividend. 10 stocks we like better than Chevron › The Dow Jones Industrial Average (DJINDICES: ^DJI) is one of the major stock market benchmarks. But unlike the S&P 500 (SNPINDEX: ^GSPC), which has just over 500 components, or the Nasdaq Composite (NASDAQINDEX: ^IXIC), which has a few thousand stocks, the Dow only contains 30 components. Each company in the Dow is meant to represent a major stock market sector or industry. As representatives, Dow companies tend to be reliable, industry-leading businesses -- making the Dow a good place to look for blue chip stocks. Here's why Chevron (NYSE: CVX), Honeywell International (NASDAQ: HON), and Home Depot (NYSE: HD) stand out as top Dow stocks to buy now. Scott Levine (Chevron): With the midpoint of 2025 nearly upon us, it's a great time to look back on how things have fared so far and to take action if necessary. For those eager to start a new position, Chevron is a strong consideration right now. While the stock's performance this year has been unfavorable, it should certainly not dissuade patient investors with long investing horizons. Of course, the stock's 5% forward dividend yield doesn't hurt either. An oil supermajor, Chevron has robust operations throughout the energy value chain. This, in part, helps the company weather downturns in energy prices -- something that savvy investors know well. For example, while the price of oil benchmark West Texas Intermediate has dropped nearly 12% since the start of the year, shares of Chevron have only dipped 3.5% lower at the time of this writing. Furthermore, with energy prices lower, management has taken steps to ensure that the company's financial position remains strong. In addition to a $2 billion reduction in capital expenditures from 2024, management aims to achieve $2 billion to $3 billion in cost savings by the end of 2026. Illustrating further the company's resilience during downturns in energy prices, Chevron has consistently hiked its dividend higher for 38 consecutive years -- a period that has certainly seen its share of plunging oil prices. And all the while, the company has continued rewarding shareholders and growing the business. Shares are currently attractively priced, changing hands at 7.9 times operating cash flow, a discount to their five-year average multiple 8.4. Lee Samaha (Honeywell International): Currently sporting a 2% dividend yield, Honeywell's attractiveness to passive income investors isn't about its current yield but more about its potential to increase it. Or rather, the ability of the three new companies that Honeywell will become to increase their earnings. As readers already know, Honeywell is splitting into three different companies. Its advanced materials business, Solstice Advanced Materials, will be spun out in late 2025 or early 2026, with Honeywell Aerospace and Honeywell Automation separated in late 2026. The motive behind the breakup makes sense and should allow the respective management teams to better focus on generating value for investors while running their own capital allocation policies. In addition, the new listings might attract investors looking for more pure-play stocks in sustainable technologies (advanced materials), industrial and building automation, and aerospace. If there is criticism of Honeywell's management in recent years, it's come from its lackluster record in making acquisitions to boost growth, not least because the company tends to have a rock-solid balance sheet and an easily covered dividend. That conservatism over acquisitions changed somewhat with Vimul Kapur's appointment as CEO in 2023 -- examples include the $4.95 billion acquisition of Carrier Global Access Solutions (Automation) last year and the recent announcement of a $1.8 billion deal to buy Johnson Matthey's catalyst technology business (Solstice). These deals are part of a more aggressive approach to capital allocation, which should continue after the three stand-alone companies are created with their own priorities. As such, there's plenty of reason to believe they will create more value for investors as stand-alone companies. Daniel Foelber (Home Depot): Home Depot stock dipped after reporting first-quarter fiscal 2025 results -- with the stock now down 6.8% year to date at the time of this writing. Total revenue for the quarter was up 9.4% -- mainly thanks to Home Depot's blockbuster $18.25 billion acquisition of SRS Distribution. The acquisition was completed in June 2024 and therefore didn't impact first quarter fiscal 2024. Home Depot's comparable store sales decreased by 0.3% in the quarter -- illustrating consumer spending weakness. Home Depot reaffirmed its guidance for fiscal 2025, but that guidance wasn't great to begin with. The company expects just a 1% increase in comparable sales growth over the same 52-week period in fiscal 2024. On its latest earnings call, Home Depot discussed the impact of high interest rates and mortgage rates as causes for low housing turnover despite a need for home improvement on a relatively old housing stock -- with 55% of homes now 40 years or older. Home Depot said that consumers are working on smaller projects like painting and yardwork but are hesitant to take on larger projects because they typically require financing, like tapping into home equity. However, the longer consumers put off home improvement projects, the greater the pent-up demand when the cycle turns. It's worth understanding that Home Depot's customers tend to make good income and have equity in their homes -- which is why a strong housing market is vital to Home Depot's results. Home Depot CEO Ted Decker said the following on the first-quarter 2025 earnings call: But again, the thing to keep in mind is we have a very different customer and a very different sort of use case for expenditure in home improvement. So, our customer, from a broad basis, is one of the strongest in the economy. The average income is $110,000, 80% of our customers own their homes. We've talked about how much home price appreciation they've seen over the past year. Stock markets have recovered, job and wage growth are strong. So, our customer is in a good spot right now. Home Depot may not be firing on all cylinders right now, but it has an excellent business model and an industry-leading position in the home improvement industry, making it a coiled spring for long-term economic growth. The company has paid and raised its dividend every year since 2010 and yields 2.5% at the time of this writing -- making it a solid source of passive income. Home Depot's valuation is reasonable, with a 24.6 price-to-earnings ratio -- just slightly above its 10-year median of 22.9. Add it all up, and Home Depot is a great choice for long-term investors who care more about a company's future than its near-term challenges. Before you buy stock in Chevron, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Chevron wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $657,385!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $842,015!* Now, it's worth noting Stock Advisor's total average return is 987% — a market-crushing outperformance compared to 171% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Daniel Foelber has no position in any of the stocks mentioned. Lee Samaha has no position in any of the stocks mentioned. Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Chevron and Home Depot. The Motley Fool has a disclosure policy. 3 Rock-Solid Dow Jones Dividend Stocks to Double Up on in June was originally published by The Motley Fool
Yahoo
31-05-2025
- Business
- Yahoo
Here's Why Shares in Synopsys Popped Higher Today
The company received some good news on its intended landmark acquisition today. The deal will transform the company's long-term growth prospects. 10 stocks we like better than Synopsys › Shares in semiconductor design products company Synopsys (NASDAQ: SNPS) spiked higher by 5.5% in early trading today before settling back later in the day. The move came after the U.S. Federal Trade Commission (FTC) gave conditional approval for its intended $35 billion acquisition of simulation and analysis software company Ansys (NASDAQ: ANSS). For reference, the European Commission has already approved the acquisition. Synopsys is now awaiting approval from China before potentially closing the deal in the second half of 2026. The Ansys acquisition is a bold move, designed to stay ahead of the trend in its end markets. Synopsys manufactures electronic design automation (EDA) equipment used by semiconductor companies, as well as by a growing list of companies designing chips to embed in their technology. Meanwhile, Ansys makes simulation and analysis software that measures how physical products (including semiconductors) perform. As such, the "new" Synopsys will help companies design chips and products, and also help them analyze how they behave. It's an exciting deal because as semiconductors become increasingly embedded in a broader range of products with ever-increasing complexity, they will require more simulation analysis. The deal has become an integral part of the investment case for buying Synopsys stock, and the conditional FTC approval will likely please investors who purchased the stock in anticipation of the long-term growth opportunities arising from the deal. It's also in line with a larger trend in the industry -- Siemens recently acquired industrial simulation and analysis company Altair. Investors will be hoping that Synopsys completes the Ansys deal in due course. Today's news brought that possibility one large step closer. Before you buy stock in Synopsys, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Synopsys wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $651,761!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $826,263!* Now, it's worth noting Stock Advisor's total average return is 978% — a market-crushing outperformance compared to 170% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 19, 2025 Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Synopsys. The Motley Fool recommends Ansys. The Motley Fool has a disclosure policy. Here's Why Shares in Synopsys Popped Higher Today was originally published by The Motley Fool Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
29-05-2025
- Business
- Yahoo
Why Shares in Airbus Took Off Today
A wide-body aircraft order boosted optimism in Airbus' ability to compete with Boeing in this market. Boeing and Airbus are struggling to ramp up production to pre-COVID-19 levels, and the new order helps restore confidence in airlines' willingness to place orders despite extended lead times. 10 stocks we like better than Airbus SE › Shares in European aerospace giant Airbus (OTC: EADSY) rose by as much as 4% in early-morning trading today. The move follows the announcement that Vietnam's Vietjet airline has doubled its orders of wide-body Airbus A330neo aircraft to 40 from 20 during French President Macron's visit to the country. The airline already operates an all-Airbus fleet , comprising 116 narrow-body A320 family aircraft and seven wide-body A330s in operation. Therefore, the order isn't a new "logo" win for Airbus. Instead, it's an expansion of orders in the lucrative wide-body market: planes used for longer-haul flights. It's also a shot in the arm for Airbus' wide-body programs, notably the A330neo, which only had 82 orders in 2024, and just 10 orders in 2025 (from Saudi Group) in 2025 before the Vietjet order. Airbus is typically seen as leading in the narrow-body market, not least due to Boeing's problems with the 737 MAX, but lagging its American rival in the wide-body market, where the 787 Dreamliner (the A330's primary competition) and the forthcoming 777X offer formidable competition. Airbus and Boeing continue to grapple with supply chain issues that pose potential restraints on production capacity, and there is a concern that extended delivery delays could lead airlines to forgo orders, particularly in the wide-body market. As such, the Vietjet order will help restore confidence in Airbus's order trajectory and, more importantly, airlines' willingness to place orders for aircraft in an uncertain trading environment. Before you buy stock in Airbus SE, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Airbus SE wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $639,271!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $804,688!* Now, it's worth noting Stock Advisor's total average return is 957% — a market-crushing outperformance compared to 167% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 19, 2025 Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Why Shares in Airbus Took Off Today was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
16-05-2025
- Business
- Yahoo
Here's Why Shares in Stanley Black & Decker Soared This Week
An improving trading relationship between the U.S. and China is good news for Stanley Black & Decker. Investors can pencil in better earnings and cash-flow outcomes than management gave recently, provided the tariffs don't go back up. 10 stocks we like better than Stanley Black & Decker › Stanley Black & Decker (NYSE: SWK) stock rose by 12.8% in the week to Friday morning. The move comes as a thawing in the U.S./China trading relationship encouraged investors to price in a better outcome for the toolmaker's earnings in 2025 and beyond. The U.S. and China said they would suspend the incremental tariffs imposed on each other's goods, which were announced in early April for an initial period of 90 days. In addition, the parties will "establish a mechanism to continue discussions about economic and trade relations." Due to its exposure to China-sourced products, the company is a bellwether for U.S./China trading relations. Its total adjusted cost of sales for the U.S. by country of origin is about $6.8 billion, with $0.9 billion to $1 billion directly from China, $1.5 billion to $1.6 billion from the rest of the world (also impacted by tariffs), and $1.2 billion to $1.3 billion from Mexico, two-thirds of which is non-USMCA compliant. The cost exposure is sufficient for management to lower its full-year planning assumptions after the announcement of incremental tariffs (now paused for the U.S./China) in April: The post-April guidance calls for base case adjusted full-year earnings per share (EPS) of $3.30 compared to the previous guidance of $4.05. The post-April guidance calls for base case full-year free cash flow (FCF) of $500 million compared to the previous guidance of $750 million. Given the pause in incremental tariffs and the possibility of a further de-escalation in the conflict, investors are now pencilling in figures for full-year EPS and FCF somewhere between the initial and post-April tariff guidance outlined above. That's why the stock rose this week. Before you buy stock in Stanley Black & Decker, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Stanley Black & Decker wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $635,275!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $826,385!* Now, it's worth noting Stock Advisor's total average return is 967% — a market-crushing outperformance compared to 171% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 12, 2025 Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Here's Why Shares in Stanley Black & Decker Soared This Week was originally published by The Motley Fool
