SEG stock experienced an extended pullback during the first half of 2025, but in recent weeks, this real estate holding company has bounced back in a big way. Several factors explain this recovery, including a recent stock market uplisting, plus the release of promising updates from management. A conservative estimate of Seaport's breakup value suggests that SEG stock is worth more than twice its current trading price.
DXP Enterprises delivered double-digit revenue growth, led by a robust 27.5% increase in its IPS segment and strong service center demand. Recent acquisitions and a healthy backlog are expected to further boost topline growth, with operational improvements supporting margin expansion in FY25 and beyond. Despite the recent run-up, the stock remains attractively valued versus sector peers, making it a decent buy given its growth outlook.
Revenue +35% YoY and ROE rising, reinforcing Inter & Co's trajectory toward its 30% target by 2027. The loan portfolio grew 22% YoY, with a more aggressive mix of Home Equity and Severance Indemnity Funds. Valuation at 12x P/E indicates a 16% upside if the INTR returns to its historical average.
ConocoPhillips (COP 1.40%) is already a cash-gushing machine. The oil and gas giant's low-cost operations enable it to produce significant free cash flow.
New Gold delivered a strong Q2 2025, with gold production up 14.6% and revenue up 41% year-over-year, driving robust cash flow growth. Operational milestones at New Afton and Rainy River are boosting production capacity and lowering costs, supporting margin expansion for the remainder of 2025. The company now owns 100% of New Afton's free cash flow, enhancing its long-term cash generation and production outlook.
These five dividend growth stocks, BYD, TEL, UGI, NTES and GRMN, combine consistent payouts with solid upside potential.
Anglo American's portfolio simplification is nearly complete, focusing on copper, premium iron ore, and crop nutrients while divesting non-core assets like platinum, diamonds, and coal. The company's streamlined structure and leadership are set to improve EBITDA margins, cash conversion, and returns on capital, with copper as a key growth driver. Valuation remains attractive with upside potential as portfolio changes are reflected in reported metrics; further asset sales could unlock even more value.
B's $2 billion Lumwana expansion aims to double copper output and drive sustainable growth in Zambia.
AU posts its best Q1 gold output since 2020, fueled by Sukari mine boost and broad-based recovery across key sites.
I maintain my buy rating on Dino Polska, as the company's accelerated store openings and reinvestment support long-term growth despite short-term margin pressure. Dino's unique rural market focus, high vertical integration, and local monopolies remain key competitive advantages, enabling continued expansion and operational efficiency. Q1's weak like-for-like sales are explained by Easter timing and fewer trading days, while gross margin improvement and cost control are encouraging signs.
Crypto momentum returns as Bitcoin tops $110K, boosting outlooks for PYPL, V, and CME heading into 2025.
iShares MSCI USA Quality GARP ETF (GARP) holds 135 growth stocks weighted based on value and quality. Although the strategy is multi-factor, growth is preeminent and GARP is overweight in technology. Compared to peers, GARP offers a lower expense ratio and nearly identical Sharpe ratio to top-performing QGRW.