Read our Investor Guides: to CEFs, Preferreds and PIMCO CEFs. Check us out on a no-risk basis - sign up for a 2-week free trial! Welcome to another installment of our CEF Market Weekly Review, where we discuss closed-end fund [CEF] market activity from both the bottom-up, highlighting individual fund news and events, as well as the top-down, providing an overview of the broader market. We also try to Check out Systematic Income and explore our Income Portfolios, engineered with both yield and risk managemen ...

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Most of my BDC-interested followers have probably noticed that while I am structurally bullish on the sector, when it comes to venture-capital related vehicles, I am generally a bear.Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level w ...

I have a problem: when it comes to bonds (and small caps) in 2025, I still can’t detach myself from the logic of actively managed funds. Sure, in the “golden years,” we were talking about fees over 1% on funds that yielded an average of 2% per year, butFinancial Serenity is a financial analysis and quantitative research column with a particular focus on the asset management sector. It is actively managed by Tommaso Scarpellini, a seasoned financial researcher and data analyst with proven experience in banki ...

Super-regional bank U.S. Bancorp (NYSE: USB ) is set to report its Q2 earnings on July 17th after competitor PNC Financial ( PNC ) reports a day prior and after all money center banks, such as JPMorgan (Hey there! My focus here is to provide you with insightful rating analysis on the world's leading financial firms to help you navigate and comprehend the latest investment opportunities while identifying potential pitfalls. My favorite picks are those that are tilted toward both the growth and quality factor ...

I am very confident and assign a "Strong Buy" rating to FinVolution Group (NYSE: FINV ) to congratulate the group's recent performances and good management, and highlight the market's underappreciation of its stock. After running a DCFAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensatio ...

2 Marijuana Stocks To Buy And Hold While The Cannabis Sector Looks To Rise AgainWhen looking for the best marijuana stocks to buy in 2025, what steps should be taken? Now, in this segment, we will discuss some basics, but this will be for the more seasoned investor. Right now, most top cannabis stocks are at all-time lows as the sector has yet to pick back up. With how low things have dropped and no action, why would anyone want to choose cannabis? Well, it’s mainly due to the speculation from all the succe ...

The U.S. inflation rate expectations are heating up, bringing the instrument that tracks inflation-linked government bonds to my stoplight. Since my previous coverage on the iShares 0-5 Year TIPS Bond ETF ( STIP ) , the fund deliveredAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation ...

Company Overview - Nextracker (NASDAQ: NXT) is a significant player in the utility-scale solar sector, which is crucial for the clean energy transition [1] - The company specializes in solar tracking systems and energy optimization software, positioning itself strategically in the market [1] Industry Relevance - The utility-scale solar business is gaining importance as the world shifts towards clean energy solutions [1] - Nextracker's technology plays a vital role in enhancing the efficiency and effectiveness of solar energy production [1]

Core Viewpoint - Delta Air Lines is expected to reach new highs in 2025, with concerns over tariffs and geopolitical tensions being overstated [1] Financial Performance - Delta's Q2 results showed record-setting quarterly adjusted revenue, outperformance on earnings, and solid margin results, indicating a strong growth trajectory [3] - The company generated $2 billion in free cash flow in the first half of the year, on track to meet its full-year target of $3 to $4 billion, likely ending at the higher end of that range [4] - Delta reduced its adjusted net debt by $1.7 billion, a 10% decrease in just two quarters, and increased its dividend significantly [4][5] Shareholder Value - The dividend increase of 25% brings the annualized payout to nearly $1.00, with a reliable payout ratio of approximately 10% of earnings expected to grow robustly over the next two to three years [5][6] - Q2 business activities resulted in an improved cash position, increased current assets and total assets, reduced liabilities, and nearly a 15% increase in equity [6] Revenue Growth - Operating revenue increased due to growth in all major reporting segments, with high-margin premium revenue growing by 5% and loyalty revenue by 8% [7] - Although total revenue per available seat mile (TRASM) slightly declined, decreased fuel costs and improved cost performance offset this, resulting in an operating margin of 12.6% [8] Market Sentiment and Guidance - The reaffirmed guidance is strong, expecting year-over-year growth and significantly improving market sentiment [9] - Following the Q2 release, Delta stock rose more than 10% in premarket trading, indicating bullish market action and aligning with analyst sentiment predicting a 20% upside [10]