00:00 Dave Briggs
Now it’s time to get some of today’s trend standby people. We are looking at citizen finance, Merck and Occupy. First, let’s check citizen finance and increase its share repurchase authorization to $100 million. This added $1.2 billion to a $1.2 billion increase under the authorization in June 2024. You are looking at stocks and now they are falling with the broader market, and now they are down about 1.3%. But it’s a huge move, especially with what we see more broadly within the bank in some of the needs of the financial sector. What are the thematic approaches for investors you see in some of these UH dramas?
00:53 Josh Schiffer
Yes, so, banks are actually underperforming most of the year. We have seen the outflow. KBE UH is part of the collapsed large-scale diversified banking ETFs in which citizen finance is part of it. So it’s nice to see the company buy back the shares. II think we will see more repurchase stocks for use. We are looking at companies with strong free cash flow that have the ability to do so. For those looking for ETFs that are really fast, Vflow, UH Victory Stock’s free cash flow ETF, a company with a strong ability to buy back shares.
01:37 Dave Briggs
Great background there. Plus, we followed the name on the day. Merck, obtained FDA approval to treat head and neck cancer with KeyTruda. The drug has been approved for the treatment of various other cancers. They are watching Merck’s stock now rise by about three-thirds of the year. For many biopharma and biotech companies, it is worth noting that many of them are trying to figure out the next major element of their R&D pipeline, which could increase their ability to both profit margins, and for investors who have been looking for more shareholder value, UH is just looking for the next big breakthrough. But KeyTruda is largely for Merck, which is why they are looking for other sources while at the same time tending to support UH’s capabilities through the approval process, which is why some of the effective measures they have seen so far.
02:57 Josh Schiffer
Yes, it’s great to see that healthcare is often one of the defensive sectors in history. It also underperforms for most of the year. So it’s great to see the growth drivers of one of those big CAP companies you’ll find in XLV. I will continue to throw away ETF stocks. I’m an ETF guy. mm Yes.
03:21 Dave Briggs
Look, this is your jam now. At this juncture, what are the performance of ETFs in healthcare?
03:33 Josh Schiffer
Yes, I mean, the XLV is the healthcare field of the S&P 500. So you will get those big CAP companies. UM Biotech is its growth-oriented side. So if you want to play that drug pipeline for individual biotech companies UH, IBB will.
04:01 Dave Briggs
Finally, let’s talk about Occupy Oil. Occupy oil rose from rising oil prices. Warren Buffett-backed oil and gas companies are one of several energy names that have climbed after Israel’s attack on Iran’s nuclear facilities today. Earlier today, it is now the hottest stock on Yahoo Finance Platform. You are seeing it rise about 3.4%. This is one of the green areas of the market. We know that this is a typical activity and response to conflict, and conflict has also erupted in the world’s most abundant oil and energy and gas.
04:47 Josh Schiffer
Correct. Therefore, the energy is about 3% of the S&P 500 index. So, this is a small stake. Well, when oil prices soar, this is usually a bad thing for the rest of the market, and we know that we were talking about consumer sentiment earlier, but higher oil prices are negative. So, people who want overweight energy exposure XLE is again the S&P 500 index. I talked about AMLP, which is a more stable UH UH MLP product. That’s for the Moralians. This is a great way to expose UH energy, but not necessarily the same volatility. Correct. Yes.
05:31 Dave Briggs
Yes, we’re talking about, even if you mentioned, consumers usually see when and when the impact is lower and higher. Well, we’re also having a lower endurance here, and in something we saw in the CPI version earlier this week, we saw the month’s gasoline index drop in a month, and uh the energy index drops by about 1% here. You can scan the QR code below to track the best and worst stocks for your meetings using Yahoo Finance’s Trend Stocks page.
