Retail earnings growth cools, but DG, WMT, HD and DLTR stand out with positive Earnings ESPs ahead of holiday-quarter results.
Source: https://www.zacks.com/stock/news/2871385/walmart-3-more-reta…
Here is how Ameren (AEE) and ENGIE – Sponsored ADR (ENGIY) have performed compared to their sector so far this year.
State Street SPDR S&P Semiconductor ETF remains a buy, supported by strong momentum and a favorable technical setup. XSD outperformed the S&P 500 by 15 percentage points since July, with a 26% total return and a reasonable 25.1x P/E ratio. The ETF’s modified equal-weight structure limits single-stock risk, with top 10 holdings at just 29.3% and a focus on US SMID caps.
The Strait of Hormuz disruption could keep oil prices elevated longer than a typical supply shock due to shipping/insurance constraints, limited SPR flexibility, and already-tightening fundamentals. ExxonMobil and Devon Energy could translate higher oil into outsized free cash flow, including Exxon’s advantaged production and LNG ramp and Devon’s Coterra merger synergies plus a potential dividend step-up.
