Packaged foods company Conagra Brands (NYSE:CAG) met Wall Streets revenue expectations in Q4 CY2025, but sales fell by 6.8% year on year to $2.98 billion. Its non-GAAP profit of $0.45 per share was 3.2% above analysts’ consensus estimates.
Tenaris SA-ADR offers a strong 4% dividend yield, backed by a decade of reliable payments, high profitability, and an exceptionally sturdy, debt-light balance sheet.
Winnebago Industries has surpassed expectations in the first quarter of fiscal 2026, reporting an EPS of $0.19 and revenue of $702.7 million, both above market forecasts.
RV Manufacturer Winnebago (NYSE:WGO) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 12.3% year on year to $702.7 million. The company’s full-year revenue guidance of $2.9 billion at the midpoint came in 1.1% above analysts’ estimates. Its non-GAAP profit of $0.38 per share was significantly above analysts’ consensus estimates.
H&R Block exemplifies quality investing with exceptional profitability, high cash conversion, and a strong dividend, trading at a reasonable valuation.
Kiwi is looking for more upside after a correction, as we see a sharp and impulsive rebound that can send the price higher from a technical point of view, and by the Elliott wave model.
Sprouts Farmers Market (SFM) presents a classic value investing opportunity, combining strong fundamentals, profitability, and growth with a discounted stock price.
