Energy is undervalued versus tech, and Suncor Energy is an attractive stock for value and income investors. Suncor demonstrates record production, disciplined cost control, and robust shareholder returns through dividends and aggressive share buybacks. Operational turnarounds have driven higher volumes at lower costs, positioning SU for sustained earnings growth and improved refinery performance.

I maintain my Hold rating on JELD-WEN Holding as demand remains weak, execution issues worsen, and the balance sheet is now a growing concern. JELD's Q2 results showed significant revenue and margin declines, with North America sales down sharply and operational issues leading to market share loss. Negative price/cost dynamics, new tariff costs, and a lack of pricing power further limit the likelihood of earnings or margin recovery in the near term.

Walgreens Boots Alliance (WBA 0.34%) has been a difficult stock to love for a few years, thanks to multiple corporate missteps. It got so bad that the board decided the best course of action was to effect a turnaround under private hands.

NEW YORK, Aug. 10, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of GeneDx Holdings Corp. (NASDAQ: WGS) resulting from allegations that GeneDx may have issued materially misleading business information to the investing public.

Shift4 Payments delivered record payment volumes and revenue, raising FY 2025 guidance and demonstrating robust growth in core business metrics. Recent share issuance and debt increase for the Global Blue acquisition caused short-term concerns, but free cash flow remains strong and acquisition synergies are promising. Despite a dip in net income and rising interest expenses, management expects Global Blue to accelerate growth and expand Shift4's market reach.

Aspen Aerogels has stabilized after a dramatic boom-bust cycle that in itself was driven by EV market volatility and overexpansion. Revenue and EBITDA guidance suggest modest improvement, but near-term growth remains muted and heavily reliant on GM as a key customer. Long-term risks persist from EV market uncertainty, competition, and potential technological shifts like solid-state batteries reducing insulation demand.

Third Coast Bancshares remains a 'buy' as robust asset quality and strong fundamentals outweigh its modest premium to book value. Net interest margin and loan growth are driving revenue and profit gains, with net income up significantly year over year. The company trades at a low price-to-earnings multiple of 8.5, making it cheaper than peers on this metric.

TMC The Metals Company (TMC 1.99%) has been one of the market's most explosive stocks across 2025's trading. Even after a recent pullback, the company's share price has surged roughly 368% year to date as of this writing.

Q1 service revenue was above the higher end of guidance, increasing 5% year over year after adjusting for the Fuze headwind. Gross margins are trending lower, leading to operating margin and cash flow guidance being lowered. The high debt load and lower FCF point to a prolonged deleveraging process with higher refinancing risk.