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Source: Seeking Alpha News Agency
6 days ago
General Medium Importance
2 Dividend Growth Stocks I'd Buy Right Now

2 Dividend Growth Stocks I'd Buy Right Now

Northrop Grumman and Rollins are both rated Strong Buy for long-term, dividend-focused portfolios at current valuations. NOC offers diversified defense exposure, robust backlog growth, rising margins, and trades at an 18x earnings multiple, a discount to peers. ROL, despite near-term housing headwinds, maintains strong pricing power, and high margins and trades at a two-decade low multiple of 29x.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
6 days ago
General Medium Importance
Patterson-UTI: Beneficiary Of A Renewed Dependence On North American Oil (Rating Upgrade)

Patterson-UTI: Beneficiary Of A Renewed Dependence On North American Oil (Rating Upgrade)

Patterson-UTI upgraded to BUY as North American oil supply tightens and drilling activity ramps up amid geopolitical disruptions. PTEN's dual exposure to drilling and completions, bolstered by the NexTier acquisition, prolongs its earnings upcycle and positions it for outsized EBITDA growth. Current valuation (4.65x forward EV/EBITDA) remains at a significant discount to prior cycle peaks, implying substantial upside as market tightness persists.

Source: Seeking Alpha
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Source: Reuters News Agency
6 days ago
General Medium Importance
Morning Bid: A time to hike?

Morning Bid: A time to hike?

An unsettled few days set the scene for the week's main event: the Federal Reserve's policy decision. Markets overwhelmingly expect a quarter-point rate hike, the central bank's first since 2023, against the backdrop of resurgent oil prices and a 10-year Treasury yield that's recently breached the important ​5% mark.

Source: Reuters
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Source: Seeking Alpha News Agency
6 days ago
General Medium Importance
Forget Drones: Ondas Is Building An Autonomous Warfare Ecosystem

Forget Drones: Ondas Is Building An Autonomous Warfare Ecosystem

Ondas Holdings is rated a BUY for risk-seeking investors, driven by aggressive acquisitions and rapid revenue acceleration. ONDS reported Q2'26 revenue growth of 1,235% YoY to $83.7M, with 92% of revenue from recently acquired companies. The One Ondas platform integrates acquired technologies, enabling cross-selling and global exposure, with backlog up 33% QoQ to $757M.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
6 days ago
General Medium Importance
Baron Financials ETF Q2 2026 Portfolio Activity

Baron Financials ETF Q2 2026 Portfolio Activity

Global electronic brokerage firm Interactive Brokers Group, Inc. contributed to performance due to continued strong growth and profitability. CME Group shares fell due to a slowdown in trading activity, reflecting tough comparisons against last year's tariff-driven uncertainty as well as easing market volatility following the deescalation of the U.S.-Iran conflict. We initiated a position in AerCap Holdings N.V., the largest aircraft leasing company in the world.

Source: Seeking Alpha
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