Key Takeaways Global commercial insurance rates fell 3% in Q1 2025, per Marsh. Deloitte projects global gross premiums to grow sixfold to $722 billion by 2030, fueled by high retention. The Fed held rates steady at 4.25-4.50% for the fourth straight meeting in June 2025.The Zacks Property and Casualty Insurance industry has performed well so far this year, riding on better pricing, prudent underwriting standards, increased exposure, streamlined operations, a wider global presence and a solid capital posit ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest capital in sustainable, growth-driven companies that maximize shareholder equity by meeting their growth-oriented goals. In addition, she also started her own award-winn ...

The Toronto-Dominion Bank (NYSE: TD ) (TSX: TD:CA ) has been one of 2025’s top-performing big bank stocks. Up 36.34% for the year (or 40% on a total return basis), the stock has easily outperformed the TSX, the S&P 500, and the North American Bank Index. In fact, itAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. ...

Oracle CEO Safra Catz speaks at the FII PRIORITY Summit in Miami Beach, Florida, on Feb. 20, 2025.Oracle shares jumped more than 5% after a recent filing showed a cloud deal that would add over $30 billion annually.CEO Safra Catz is slated to share the deal news at a company meeting Monday, according to a filing with the Securities and Exchange Commission. The revenues are expected to start hitting in the 2028 fiscal year."Oracle is off to a strong start in FY26," Catz is expected to say, according to the f ...

Key Takeaways TSM beat Q1 2025 earnings and revenue estimates, with $2.12 EPS and $25.5B in revenue. AI chip demand is set to double in 2025, with TSM projecting $20B in AI-specific annual revenue. TSM is hedging $18B against FX swings as U.S.-China tensions and global expansion introduce new risks.Taiwan Semiconductor Manufacturing Company Limited (TSM) has had a solid 2025, with a current share price of around $228. Its robust performance has been closely tied to the booming demand for artificial intell ...

Value-oriented ideas and special situations, generally mid/small cap. Also, orphaned and unfashionable investment ideas, ideally with a catalyst and the prospect of asymmetric upside/downside payoffs. Contrarian tendencies. To some extent I'll go anywhere if it's cheap and I'm more influenced by momentum and quality than I used to be.Analyst’s Disclosure:I/we have a beneficial long position in the shares of LQDA either through stock ownership, options, or other derivatives. I wrote this article myself, and ...

Key Takeaways EMCOR's data center work surged 112% YoY, hitting $3.6B of its $11.75B total backlog in Q1 2025. Demand is fueled by hyperscale and enterprise clients adopting cloud and generative-AI technologies. EME expects continued growth through 2026, supported by strong client visibility and record backlog.EMCOR Group, Inc. (EME) is gaining solid traction in the data center space, positioning itself to benefit from long-term demand in the digital infrastructure ecosystem. The company has significantly ...

For those looking to find strong Consumer Discretionary stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Adtalem Global Education (ATGE) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Consumer Discretionary sector should help us answer this question.Adtalem Global Education is one of 255 companies in the Consumer Discretionary group. The Consumer Discretionary group currently sits ...

For those looking to find strong Medical stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Amneal Pharmaceuticals (AMRX) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Medical peers, we might be able to answer that question.Amneal Pharmaceuticals is a member of our Medical group, which includes 996 different companies and currently sits at #6 in the Zacks Sector Rank. The Zacks Sector Rank con ...

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use fundamental analysis and traditional valuation metrics to find s ...