Core Viewpoint - The article emphasizes the stability of the author's investment portfolio over the past year, indicating a long-term investment strategy focused on specific stocks [1]. Group 1: Portfolio Composition - The company holds beneficial long positions in various stocks, including FIX, LB, TPL, GE, RTX, UNP, AM, ODFL, LHX, CME, REXR, NOC, CNQ, CP, CSL, and HD, either through stock ownership, options, or other derivatives [1]. Group 2: Investment Philosophy - The article reflects a belief in maintaining a consistent investment approach, as evidenced by the lack of significant changes in the portfolio over the last 12 months [1].

Group 1 - The article discusses the importance of enabling Javascript and cookies in browsers to prevent access issues [1] - It highlights that users with ad-blockers may face restrictions when trying to access content [1]

Core Points - Antero Midstream Corporation declared a cash dividend of $0.225 per share for the third quarter of 2025, amounting to an annualized dividend of $0.90 per share [2] - The dividend will be payable on November 5, 2025, to stockholders of record as of October 22, 2025, marking the 44th consecutive quarterly dividend since the company's IPO in November 2014 [2] - The company repurchased approximately 2.3 million shares for about $41.3 million during the third quarter of 2025, with $385 million remaining under its $500 million share repurchase program as of September 30, 2025 [2] - Antero Midstream plans to release its third quarter 2025 earnings on October 29, 2025, after the close of trading, followed by a conference call on October 30, 2025 [3] - The conference call will include a Q&A session for security analysts, and a replay will be available until November 6, 2025 [3] - Antero Midstream operates midstream gathering, compression, processing, and fractionation assets in the Appalachian Basin, along with integrated water assets servicing Antero Resources Corporation [4]

Group 1 - The article discusses the attention garnered by the sitting president of the United States, Donald Trump, due to the government's involvement in taking stakes in certain US companies [1]. Group 2 - The article does not provide specific financial data or performance metrics related to the companies mentioned, focusing instead on the broader implications of government actions on the market [1].

Core Insights - The completion of the 300th Rafale aircraft marks a significant milestone, showcasing the operational, industrial, and commercial success of the Rafale program, which is noted for its versatility and proven effectiveness [2][4] Company Overview - Dassault Aviation has delivered over 10,000 military and civil aircraft in more than 90 countries over the past century, establishing a strong reputation in aircraft design, production, and support [4] - In 2024, Dassault Aviation reported revenues of €6.2 billion and employs approximately 14,600 people [4] Production and Orders - A total of 533 Rafale aircraft have received firm orders from France and eight export customers, with 233 units still to be delivered [4] - Production rates are set to increase to 4 aircraft per month, indicating a ramp-up in manufacturing capacity [4] Strategic Importance - The Rafale program involves 400 French companies and is crucial for France's industrial and military sovereignty, highlighting the critical technologies developed and the export successes achieved [3]

Group 1 - The article discusses retirement and higher-yielding investments, emphasizing the importance of selecting the right stocks for building a retirement portfolio [1] - It mentions a previous article titled "I Could Build My Entire Retirement Around These 4 Stocks," indicating a focus on specific investment opportunities [1] - The author has disclosed a beneficial long position in several stocks, including REXR, UNP, AM, FIX, GE, LHX, LB, ODFL, RTX, suggesting a personal investment interest in these companies [1] Group 2 - The article does not provide specific investment recommendations or advice, highlighting that past performance is not indicative of future results [2] - It clarifies that the views expressed may not represent those of Seeking Alpha as a whole, indicating a diversity of opinions among analysts [2] - The authors of the articles include both professional and individual investors, some of whom may not be licensed or certified [2]

Core Points - The French Defense Procurement and Technology Agency (DGA) has placed an order for five Falcon 2000 Albatros aircraft as part of the Maritime Surveillance and Intervention Aircraft (AVSIMAR) program, with a total of twelve aircraft planned under this initiative [2] - Dassault Aviation, in collaboration with various French companies, is responsible for the development and production of the Falcon 2000 Albatros, which is based on the Falcon 2000LXS business jet [3][4] - The Falcon 2000 Albatros is equipped with advanced surveillance technology and is designed for various maritime missions, highlighting Dassault Aviation's extensive experience in maritime surveillance [5] Company Overview - Dassault Aviation has delivered over 10,000 military and civil aircraft, including 2,700 Falcons, in more than 90 countries, showcasing its global expertise in aircraft design and production [6] - In 2024, Dassault Aviation reported revenues of €6.2 billion and employs approximately 14,600 people [6]

Group 1 - Dassault Aviation is a French corporation with a share capital of €62,717,627.20 [2] - The company is headquartered at 9, Rond-Point des Champs-Élysées - Marcel Dassault, 75008 Paris [2] - As of September 30, 2025, the total number of shares is 78,397,034, with theoretical voting rights amounting to 130,565,262 [2][3] Group 2 - The exercisable voting rights as of the same date are 130,052,971 [2]

Group 1 - Antero Midstream Corporation (NYSE:AM) announced a private placement of $650 million in senior unsecured notes due 2033, expecting net proceeds of approximately $642 million after expenses [1] - The company plans to use the net proceeds to redeem 5.75% senior notes due 2027 at a redemption price of 100% plus accrued interest [1] - In Q2 2025, Antero Midstream achieved a production of 3.5 Bcf/d, marking a 6% year-over-year increase and setting a new record [2] Group 2 - The growth in production aligns with improved demand from US Gulf Coast LNG facilities, indicating a positive market trend [2] - Antero Midstream anticipates continued demand growth from Gulf Coast LNG facilities and natural gas-fired power due to data center expansion in Appalachia [2] - Riverwater Partners has increased its investment in Antero Midstream, highlighting the company's critical role in energy transition and electrification [2]

Core Insights - Dassault Aviation inaugurated a new production facility in Cergy, marking its first new facility since the 1970s, which is a significant development for the aerospace sector and the French industry as a whole [2][3] Group 1: Facility Overview - The Cergy facility has a total size of 110,760 m², with 39,700 m² dedicated to production, and features such as a fully solar panel-equipped roof, integrated green space, innovative ventilation systems, and smart lighting [4] - The facility is operational since summer 2024 and has taken over operations from the outdated Argenteuil plant, focusing on the assembly of Falcon and Rafale skin panels, forward fuselages, and metal hose production [3][4] Group 2: Workforce and Operations - The new facility employs over 600 engineers, technicians, foremen, and skilled workers, primarily transferred from the Argenteuil plant [4] - Key activities at the Cergy facility include the assembly of Falcon and Rafale skin panels, forward fuselages, and outfitting of Rafale fuselages with various systems and equipment [4] Group 3: Background and Development Timeline - The project for the Cergy facility was launched in 2019, with ground-breaking occurring in 2021 and completion in July 2024 [4] - The transfer of teams and machinery from Argenteuil to Cergy took place between July 2024 and January 2025 [5] Group 4: Company Profile - Dassault Aviation has delivered over 10,000 military and civil aircraft globally, including 2,700 Falcons, and reported revenues of €6.2 billion in 2024, employing 14,600 people [6]