Brian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 - 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xav ...

“Staying up in quality” was a consensus trade coming into 2025. While there was bullishness on Wall Street, the thinking was that elevated interest rates and still-troubled conditions for indebted companies would result in strong-balance-sheet and high-free-cash-flow firms outperforming their lower-qualityFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors ...

I am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with the community by offering analysis to support individual investors. My articles reflect personal opinions and do not constitute financial advice.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to init ...

Group 1 - The company is positioned for high future growth, with a target price of $7.08, indicating a potential return of over 10% from the current price [1] - Future growth will be driven by the sale of enterprise products [1] - The analysis follows a triangulation approach involving valuation by multiples, discounted cash flow (DCF), and dividend yield [1] Group 2 - The focus is on the Consumer Discretionary and Consumer Staples sectors, prioritizing companies with smaller capitalization and low institutional coverage [1] - The investment philosophy combines income and value investing strategies, emphasizing a margin of safety in multiples and projected cash flow [1] - Dividend yield is considered a fundamental component for generating returns and mitigating risks, especially in low coverage stocks [1] Group 3 - The analysis is based on a bottom-up approach, concentrating on operational fundamentals, execution history, and sustainable growth drivers [1] - Suggestions involving options may be included when they align with the main thesis and offer an asymmetric advantage [1] - The goal is to produce in-depth, rational, data-driven analyses to support informed investment decisions [1]

Core Points - Newlox Gold Ventures Corp. plans to raise up to $2,000,000 through a non-brokered private placement of up to 28,571,429 units at a price of $0.07 per unit [1][2] - Each unit consists of one common share and one common share purchase warrant, with the warrant allowing the purchase of a share at $0.12 for 36 months [2] - Insiders are participating in the private placement for a total of $585,000, with specific amounts from Mr. Dent ($140,000), Mr. Benevides ($420,000), and Mr. MacKay ($25,000) [3] - The participation of insiders is considered a related party transaction but is expected to be exempt from formal valuation and minority shareholder approval requirements [4] - Proceeds from the private placement will fund current operations in Costa Rica and general working capital, subject to regulatory approvals [5] - Newlox Gold Ventures Corp. focuses on recovering gold and silver from artisanal mining operations in Latin America, utilizing technology for metal recovery and environmental remediation [6]

Manhattan Associates, Inc. (NASDAQ:MANH) Q2 2025 Earnings Call July 22, 2025 4:30 PM ET Company Participants Dennis B. Story - Executive VP, CFO & Treasurer Eddie Capel - Executive Chairman of the Board Eric A. Clark - President, CEO & Director Michael Bauer - Corporate Participant Conference Call Participants Brian Christopher Peterson - Raymond James & Associates, Inc., Research Division Christopher Quintero - Morgan Stanley, Research Division Dylan Tyler Becker - William Blair & Company L.L.C., Research ...

Core Viewpoint - Neogen Corporation is facing a securities class action lawsuit for failing to disclose material information during the class period from January 5, 2023, to June 3, 2025, which has led to significant financial losses for investors [1][3]. Company Performance - On April 9, 2025, Neogen reported a quarterly revenue decrease of 3.4% to $221 million, attributed to integration issues, and lowered its FY25 guidance, anticipating capital expenditures of $100 million due to reduced adjusted EBITDA and integration-related costs [4]. - Following the revenue report, Neogen's share price dropped 28% to close at $5.02 per share on a volume of 47 million shares [4]. - On June 4, 2025, the company projected an EBITDA margin in the high-teens, a significant decline from the previous quarter's profit margin of 22%, resulting in an additional 17% drop in share price to close at $4.96 per share [4]. Legal Context - The lawsuit is titled Operating Eng'rs Constr. Indus. & Misc. Pension Fund v. Neogen Corp., et al., No. 25-cv-00802, and is pending in the United States District Court for the Western District of Michigan [5]. - Investors who purchased shares during the class period have until September 16, 2025, to file lead plaintiff applications [1][2].

Core Viewpoint - Silver Elephant Mining Corp. has sold 3,000,000 common shares of Oracle Commodity Holding Corp. for a total of $60,035, reducing its ownership stake in Oracle from approximately 31.45% to 28.56% on a non-diluted basis [1][2]. Group 1: Share Sale Details - The sale occurred on July 18 and July 21, 2025, through the TSX Venture Exchange [1]. - Prior to the sale, Silver Elephant held 32,700,110 shares of Oracle, which represented approximately 31.45% of Oracle's total shares [2]. - After the sale, Silver Elephant now holds 29,700,110 shares, representing approximately 28.56% on a non-diluted basis and 22.27% on a fully diluted basis, indicating a decrease of 2.89% in its shareholding [2]. Group 2: Use of Proceeds - The proceeds from the Oracle Share Sale, amounting to $60,035, will be utilized for general working capital purposes [3]. - The company may adjust its ownership in Oracle based on market conditions and other relevant factors [3]. Group 3: Company Overview - Silver Elephant Mining Corp. is a mineral exploration company focused on silver projects located in Bolivia [4].

Core Viewpoint - HD Hyundai and Edison Chouest Offshore are initiating joint shipbuilding operations in the United States, marking a significant collaboration in the shipbuilding sector between Korea and the U.S. [1][10] Group 1: Joint Shipbuilding Initiatives - A delegation from Edison Chouest Offshore visited HD Hyundai in Korea to discuss detailed plans for the joint construction of container vessels [1][2] - An exclusive Memorandum of Understanding (MOU) was signed in June, committing both companies to jointly build medium-sized container vessels at ECO's shipyard by 2028 [3] - The partnership will also expand to include port cranes, addressing heightened security considerations [3] Group 2: Technological Exchange and Collaboration - The ECO delegation toured HD Hyundai's Global R&D Center and shipyards to observe advanced shipbuilding technologies and capabilities [5][8] - Discussions included the application of automation solutions and robotic welding technologies to enhance production capabilities [6][7] - Engineers from ECO will remain in Korea for a week to learn advanced shipbuilding techniques and participate in a technical exchange workshop [9] Group 3: Strategic Importance - Chung Kisun, Executive Vice Chairman of HD Hyundai, emphasized the initiative's role in revitalizing the U.S. shipbuilding industry and fostering Korea-U.S. cooperation [8][10] - The collaboration is seen as a milestone in enhancing the competitiveness of both companies in the global shipbuilding market [10][11]

Group 1 - Chubb's shares have increased by only 6% over the past year, underperforming the market which has reached new highs [1] - Currently, Chubb's shares are approximately 7% below their pre-Liberation Day level, raising concerns about the sustainability of underwriting profitability [1] - The upcoming Q2 results are anticipated to provide further insights into the company's performance [1]