High-end resort economics are quietly leading the tourism recovery while mass-market travel is still finding its itinerary.
If you want early exposure to the spending comeback, the premium lane is already boarding.
Don’t Miss Out (Sponsored)
From thousands of stocks, only five stood out as having the best chance to gain +100% or more in the months ahead.
A newly released 5 Stocks Set to Double special report reveals all five tickers — free for a limited time.
While future results can’t be guaranteed, previous editions of this report delivered gains of +175%, +498%, and even +673%¹.
The newest picks could follow a similar path.
This free opportunity expires at MIDNIGHT TONIGHT.
Get the free report here
*This free resource is being sent by Zacks. We identify investment resources you may choose to use in making your own decisions. Use of this resource is subject to the Zacks Terms of Service.
*Past performance is no guarantee of future results. Investing involves risk. This material does not constitute investment, legal, accounting, or tax advice. Zacks Investment Research is not a licensed dealer, broker, or investment adviser.
Don’t Let These Undervalued Stocks Slip Through Your Fingers!
We now send our favorite value picks via text, too, so you’ll get the same actionable news without having to open your inbox.
Hospitality & Gaming
High Rollers Are Back, and the House Is Already Counting the Tips
Las Vegas Sands Corp. (NYSE: LVS) is back in the conversation because the kind of traveler who books the suite, orders the tasting menu, and stays for the week is spending again… and integrated resort operators feel that shift before anyone else does.
This isn't a mass-market foot traffic story. It's about high-margin tourism finding its rhythm again, while the rest of the travel sector is still debating budget airline fees.
As global tourism confidence improves and premium travelers loosen their wallets, that formula starts compounding quickly. LVS is built precisely for that dynamic, and right now the dynamic is tilting back in its favor.
When the Per-Visit Spend Goes Up, the Whole Revenue Story Changes
The per-visitor economics are what separate LVS from the broader travel recovery narrative. When the guest spending more money arrives first, the financials improve faster than occupancy rates would suggest.
That's the setup playing out right now, and it's exactly why this name is getting a second look before the broader sector catches up.
International Long-Haul Travelers Are Packing Bigger Budgets on the Return Trip
The third layer of the LVS thesis is geographic, and it's the one that tends to get underappreciated.
Global travel reopening is happening in waves, and the current wave favors exactly the international traveler profile that LVS is positioned to capture.
Energy
Barrels Don't Lie, and This Upstream Operator Is Letting the Math Do the Talking
GeoPark Ltd (NYSE: GPRK) isn’t here to dazzle anyone with discovery announcements or aggressive expansion headlines.
It’s here to produce oil efficiently, manage reservoirs carefully, and generate cash without lighting the capital budget on fire.
In a commodity market where cycles remain stubbornly unpredictable, that kind of operational discipline is the most underrated thing you can own, and it’s exactly what keeps GPRK worth watching as the energy backdrop shifts.
Reservoir Management Is the Unglamorous Skill That Keeps Cash Flow Honest
The business spans multiple South American hydrocarbon basins, providing geological diversity without the balance sheet strain that typically accompanies ambitious growth targets.
The model is built on optimizing what’s already producing rather than chasing the next headline-grabbing find.
When crude prices cooperate even modestly, the cash generation follows with quiet reliability.
South American Basin Diversity Is Doing the Risk Management Work Quietly
What often gets missed in energy is how much the boring operators outperform when the cycle turns.
Everybody chases the flashy driller during the boom and forgets the disciplined producer was generating cash the whole time. GPRK isn’t trying to win the excitement contest.
It’s trying to win the cash flow one, and in a volatile market, that’s the contest that actually pays out.
See Today (Sponsored)
$1,000 in just seven stocks in 2004 could have turned into a million-dollar portfolio today…
Back then… one financial expert begged people to look at Nvidia -- when it was trading at just $1.10!
Now… he’s urging you to look at a new group of seven stocks…
Check this Out (The NEXT Magnificent Seven)
Telecom Infrastructure
The Market Is Pricing This Network Backbone Like Nobody Needs the Internet
Telefonaktiebolaget LM Ericsson (NASDAQ: ERIC) supplies the equipment that keeps global mobile networks running, and yet the market is valuing it like a company nobody asked for.
Price-to-earnings, price-to-book, and price-to-sales ratios all sit below broader industry averages, which is a genuinely strange place for a company embedded in virtually every major carrier’s 5G upgrade cycle to find itself trading.
5G Is a Multi-Year Capital Commitment, Not a One-Quarter Trade
This isn’t a consumer-facing tech name waiting for a viral product moment to justify its multiple.
It’s foundational infrastructure… the kind that benefits from the slow, structural growth of global data traffic rather than any single product launch or quarterly beat.
The 5G buildout isn’t wrapping up anytime soon.
It’s a multi-year capital commitment by operators worldwide, and Ericsson is one of a very small handful of vendors actually equipped to supply it at scale.
Carriers Can Defer Spending, But They Can't Defer It Indefinitely
The gap between what this business does and what the market is paying for it is the whole story.
Infrastructure this deeply embedded in global connectivity doesn’t usually stay this cheap for long, and when the market finally does the math, the catch-up tends to move quickly.
Actionable Picks This Week
USANA Health Sciences Inc (NYSE: USNA) just delivered the kind of earnings report that makes you look twice: once at the headline beat and once at the margins, where the real story is hiding.
Revenue held at $226.2 million, and estimates were cleared, but the operating margin slipping to 1.7% is not a footnote.
It's the market telling you that cost pressure is still very much at the table, and an 8.8% pullback confirmed the market reads margins before it reads headlines.
The silver lining is that shares are now trading well below last year's highs, which makes the valuation considerably less uncomfortable than it was a quarter ago.
If operational efficiency finds its footing and margins start recovering, the sentiment setup could turn faster than the price action currently suggests.
Lam Research Corp (NASDAQ: LRCX) is drawing real conviction this week, with analyst recommendations tilting firmly toward the Strong Buy range and forward EPS estimates revised up to $5.26.
That's not a subtle signal — consensus earnings estimates jumped, which means analysts are sharpening their pencils on this name rather than hedging their bets.
When semiconductor equipment demand stays constructive, and estimate revisions are pointing higher, cyclical momentum tends to follow.
Any price softness that shows up in the near term is more likely to be an entry window than a warning… the underlying growth rhythm is still very much intact.
Forum Energy Technologies Inc (NYSE: FET) is doing the thing trend followers actually want to see: building steadily over several months, holding near the top of its 52-week range, and not giving back gains the moment the market gets nervous.
Energy infrastructure demand and specialized equipment positioning are keeping the fundamental story supportive underneath the price action.
If volatility creates a softer entry along the way, that reads as a reset rather than a reversal.
The uptrend is talking clearly, and the fundamentals are backing it up; the rest is noise.
Check Now (Sponsored)
A major tech company is preparing for what could become the largest IPO in history—and early investors are already positioning themselves for what’s next.
According to new research, a breakthrough project could soon connect billions of devices worldwide through ultra-fast satellite technology—unlocking an opportunity valued at over $2 trillion.
And here’s the surprising part: you don’t need insider access or accredited status to get involved.
You can take part using a regular brokerage account for less than $100.
[Click Here to See the Full Story]
*This ad is sent on behalf of Paradigm Press, LLC, at 1001 Cathedral St., Baltimore, MD 21201. If you're not interested in this opportunity from Paradigm Press, LLC, please click here to remove your email from these offers.
Fast Movers to Watch
DRDGOLD Limited (NYSE: DRD) isn't built for short-term excitement and isn't pretending to be.
The surface gold recovery model keeps cost efficiency front and center even when the market is busy chasing louder exploration stories.
If macro gold sentiment holds steady and operating margins continue to behave, DRD is the kind of name that earns its place in a portfolio through consistency rather than drama, which is often more valuable than it sounds.IPG Photonics Corporation (NASDAQ: IPGP) is tracing an upward path that feels deliberate rather than reactive, which is exactly the kind of price action worth watching in precision manufacturing.
Industrial laser demand and quietly improving earnings revisions suggest the business cycle may be tilting friendlier.
The move isn't making headlines yet, but when volume participation picks up and customer capital spending cycles brighten, this one has the setup to step into the spotlight quickly.Woori Financial Group Inc (NYSE: WF) is doing the patient, unglamorous work of rebuilding analyst confidence through steady earnings upgrades and an improving consensus outlook.
Fundamentals are taking measured steps forward rather than dramatic leaps, which is actually how durable re-ratings tend to begin.
If profitability trends keep tightening and macro financial conditions stay cooperative, WF has a way of becoming more interesting to more people over time, and usually before they expect it.
Poll: Which “free” thing actually costs the most long term?
Everything Else
General Mills guidance was revised lower as demand softened across key brands, though the dividend was held steady.
W. P. Carey had fresh analyst coverage highlighting the net-lease REIT's 138% dividend coverage and 5% yield amid broader income rotation in the market.
Peloton shares stayed volatile as restructuring updates continued and $47 billion in market cap remains erased from peak valuations.
EPR Properties: Analysts flagged the experiential REIT's 6%-plus yield and tenant mix as positioning it to benefit from capital rotation toward income plays.
That's our coverage for today; thanks for reading! Reply to this email with feedback or any value names you'd like us to dig into.
Best Regards,
—Noah Zelvis
Undervalued Edge
