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Conagra Brands, Inc. 2026 Q2 - Results - Earnings Call Presentation (NYSE:CAG) 2025-12-19
Seeking Alpha· 2025-12-19 14:28
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TGE, Subsidiary of AMTD Digital, Announces Successful Pricing of First SPAC Listing
Prnewswire· 2025-12-19 14:28
PARIS and NEW YORK and LONDON, Dec. 19, 2025 /PRNewswire/ -- AMTD Group Inc. ("AMTD Group"), AMTD IDEA Group (NYSE: AMTD; SGX: HKB), AMTD Digital Inc. (NYSE: HKD) and The Generation Essentials Group ("TGE", NYSE: TGE; LSE: TGE), a subsidiary of AMTD Digital Inc., announce jointly that TGE has successfully listed the first SPAC it sponsors, TGE Value Creative Solutions Corp ("TGE Value Creative Solutions"), on the New York Stock Exchange (the "NYSE"). TGE Value Creative Solutions priced its initial public o ...
Aoris International Fund Sold Copart (CPRT) in Q3
Yahoo Finance· 2025-12-19 14:27
Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q3 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets, represented by the MSCI AC World Accumulation Index ex Australia, rose by 6.5% in AUD for the September quarter. In local currencies, gains were 8.0%, but currency fluctuations reduced the AUD return by 1.5%. In the quarter, Portfolio’s Class A (Unhedged) returned -2.6% after fees compared to a 6.5% retur ...
Conagra Brands, Inc. (CAG) Q2 2026 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2025-12-19 14:27
Group 1 - The presentation is led by Matthew Neisius, Senior Director of Investor Relations, who introduces the Conagra Brands Second Quarter Fiscal 2026 Earnings [1] - The CEO, Sean Connolly, and CFO, Dave Marberger, will make forward-looking statements during the presentation, emphasizing that these statements are made in good faith based on current information [2] - A live question-and-answer session will follow the prepared remarks, accessible via webcast on the investor relations website [1][2] Group 2 - The company will discuss non-GAAP financial measures, with reconciliations and comparability items available in the earnings release and presentation materials [2]
3 Highly Efficient Stocks Poised to Strengthen Portfolios Before 2026
ZACKS· 2025-12-19 14:26
Core Insights - The efficiency ratio serves as an indicator of a company's financial health, reflecting how effectively it utilizes its assets and liabilities internally [1] - Companies that have passed the screening process for efficiency ratios include Owlet (OWLT), Proto Labs (PRLB), and Las Vegas Sands (LVS) [1][8] Efficiency Ratios to Consider - **Receivables Turnover**: This ratio measures a company's ability to extend credit and collect debts, with a higher ratio indicating better performance [2] - **Asset Utilization**: This ratio assesses how well a company converts its assets into sales, with higher values suggesting greater efficiency [3] - **Inventory Turnover**: This ratio indicates a company's ability to manage inventory relative to its cost of goods sold, with higher values reflecting better inventory management [4] - **Operating Margin**: This ratio measures the efficiency of a company in controlling operating expenses, with higher values indicating better expense management [5] Screening Criteria - The screening process utilized efficiency ratios that are above industry averages, narrowing down a universe of over 7,906 stocks to 14 potential candidates [7] - A favorable Zacks Rank of 1 (Strong Buy) was also included in the screening criteria to enhance profitability [6] Top Stocks Identified - **Owlet (OWLT)**: Achieved a positive earnings surprise of 87.8% over the last four quarters, indicating strong performance [9] - **Proto Labs (PRLB)**: Known for its quick-turn custom parts manufacturing, with an average earnings surprise of 18.6% [10] - **Las Vegas Sands (LVS)**: Operates integrated resorts in the U.S. and Asia, with a 14.5% average earnings surprise [11]
3 Nuclear Power Stocks Set to Flourish in 2026 on AI Data Center Boom
ZACKS· 2025-12-19 14:26
Industry Overview - The AI-powered data center infrastructure is experiencing significant growth, with global capital expenditure projected to reach approximately $7 trillion by 2030 [1] - The demand for electricity from data centers in the U.S. is expected to rise from 19 gigawatts (GW) in 2023 to 35 GW by 2030 [2] Nuclear Energy Sector - Nuclear energy is gaining traction as a solution to meet increasing global electricity demand and transition to cleaner energy sources [2] - The U.S. aims to increase its nuclear capacity from about 100 GW in 2024 to 400 GW by 2050 through various executive orders aimed at modernizing the nuclear sector [3] Constellation Energy Corp. (CEG) - CEG is a leading energy company focused on clean energy, particularly nuclear, with a strategic capital expenditure of $5.1 billion planned through 2025 [5] - CEG's nuclear reactors achieved a 98.8% operating rate during mid-2025, powering approximately 16 million homes and businesses [6] - CEG has entered into significant contracts, including a $1.6 billion agreement with Microsoft to revive the Three Mile Island nuclear plant and a $1 billion deal with the U.S. General Services Administration for clean energy [8][9] - Expected revenue and earnings growth rates for CEG are 11% and 22.5%, respectively, for the next year [12] Talen Energy Corp. (TLN) - TLN operates various power plants and is expanding its nuclear energy relationship with Amazon to provide 1,920 megawatts of carbon-free power through 2042 [16][17] - TLN's expected revenue and earnings growth rates are 67.4% and over 100%, respectively, for the next year [17] Dominion Energy Inc. (D) - D is focused on strengthening its electric and natural gas infrastructure while adding renewable assets to achieve carbon neutrality by 2050 [18] - D is exploring small modular reactors (SMRs) and has signed an MOU with Amazon to enhance potential SMR nuclear development in Virginia [20] - Expected revenue and earnings growth rates for D are 6.2% and 5.9%, respectively, for the next year [21]
OKLO and Surplus Plutonium: A New Catalyst for Nuclear Growth
ZACKS· 2025-12-19 14:26
Core Insights - Oklo Inc. is transforming surplus plutonium from a Cold War liability into a potential energy asset, with federal support favoring its repurposing into advanced reactor fuel to address domestic fuel shortages [1][10] - Fast-spectrum reactors are crucial as they can utilize plutonium as fuel, reducing storage needs and accelerating the deployment of next-generation nuclear power [1][2] Group 1: Company Developments - Oklo has received federal approval for early safety work on its fuel fabrication facility, allowing construction to commence and aligning fuel production with reactor development [2][10] - The company has conducted fast-spectrum plutonium criticality tests with Los Alamos National Laboratory, producing updated safety data that confirms the safe use of surplus plutonium in commercial reactors [3][10] - Oklo's shares have surged over 250% this year, significantly outperforming the industry [8] Group 2: Industry Trends - Entergy Corporation is advancing next-generation nuclear technology, having obtained a permit for a potential reactor site in Mississippi and exploring partnerships for deploying small modular reactors (SMRs) [4] - Dominion Energy is also progressing with SMR technology, signing an MOU with Amazon to study the installation of SMRs at its North Anna facility in Virginia to meet rising electricity demand from AI data centers [5]
Aoris International Fund Has a Positive Outlook on Accenture (ACN)
Yahoo Finance· 2025-12-19 14:26
Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q3 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets, represented by the MSCI AC World Accumulation Index ex Australia, rose by 6.5% in AUD for the September quarter. In local currencies, gains were 8.0%, but currency fluctuations reduced the AUD return by 1.5%. In the quarter, Portfolio’s Class A (Unhedged) returned -2.6% after fees compared to a 6.5% retur ...
FOLD Stock Alert: Halper Sadeh LLC is Investigating Whether the Sale of Amicus Therapeutics, Inc. is Fair to Shareholders
Businesswire· 2025-12-19 14:26
Core Viewpoint - The law firm Halper Sadeh LLC is investigating the fairness of the sale of Amicus Therapeutics, Inc. to BioMarin Pharmaceutical Inc. at a price of $14.50 per share for Amicus shareholders [1]. Company Summary - Amicus Therapeutics, Inc. is being sold to BioMarin Pharmaceutical Inc. for $14.50 per share [1]. - The investigation by Halper Sadeh LLC focuses on whether this sale price is fair to Amicus shareholders [1]. Legal Rights and Options - Halper Sadeh encourages Amicus shareholders to learn more about their legal rights and options regarding the sale [1]. - Shareholders can contact Daniel Sadeh or Zachary Halper for further information [1].
Kratos: Buy This Scaled Drone And Missile Platform In An Expanding Defense Cycle
Seeking Alpha· 2025-12-19 14:25
Core Insights - Mr. Mavroudis is a professional portfolio manager with a focus on risk management and in-depth financial market analysis [1] - He has successfully navigated major crises, including the COVID-19 pandemic and the PSI [1] - Mr. Mavroudis is the CEO of FAST FINANCE Investment Services, a registered Greek company [1] Professional Background - Mr. Mavroudis holds multiple degrees, including an MSc in Financial and Banking Management, an LLM in Law, and a BSc in Economics, graduating as valedictorian [1] - He is certified in various financial disciplines, including portfolio management and derivatives [1] - He engages with the investment community through writing, teaching, and media appearances [1]