Core Insights - B & T Capital Management initiated a new investment in iShares Trust - iShares Global Infrastructure ETF, valued at approximately $6.41 million, representing about 1.02% of its total reportable U.S. equity assets of approximately $630.41 million [2][11] Company Overview - The iShares Global Infrastructure ETF has a market capitalization of $8.39 billion and aims to provide targeted exposure to leading infrastructure companies worldwide [6] - The fund has an Assets Under Management (AUM) of $8.96 billion, a price of $62.36 as of November 11, 2025, and a dividend yield of 2.94% [4][8] - The fund reported a 1-year total return of 18.71%, outperforming the S&P 500 by 4.90 percentage points [8][12] Investment Strategy - The ETF seeks to track the performance of large global infrastructure companies by investing at least 80% of its assets in index constituents and similar investments [9] - The portfolio primarily consists of equities from large infrastructure companies in both developed and emerging markets, structured as a passively managed ETF [9][10] Recent Developments - The acquisition of 104,940 shares places the iShares Global Infrastructure ETF outside the fund's top five holdings, with the top holdings including NASDAQ: QQQ and NASDAQ: VIGI [8][11] - The fund has a relatively high expense ratio of 0.39%, but its performance justifies the cost given its 1-year total return [12]

Core Insights - The year 2026 is expected to see mid-sized lenders and foreign capital becoming more prominent in mergers and acquisitions within the banking sector [1] - India is increasingly attracting global capital, as evidenced by Mitsubishi UFJ Financial Group's significant investment in Shriram Finance [2] - The focus is shifting towards upgrading the banking system rather than merely recapitalizing weak banks [5] Investment Trends - Major deals in the past year include Emirates NBD acquiring a 60% stake in RBL Bank and Blackstone's investment in Federal Bank, indicating a trend of capital flowing into banks poised for growth [3][4] - Mid-sized banks are viewed as attractive to foreign investors due to their growth potential and healthy capital buffers, with several banks reporting capital adequacy ratios well above the RBI's minimum requirement [8] Competitive Landscape - The banking sector is experiencing simultaneous consolidation and competition, with various types of banks evolving into new forms, creating a crowded ecosystem [10] - Private equity interest in Indian banks is expected to remain strong as India is one of the few global growth stories [11] Governance and Reform - Foreign investors are likely to be cautious and will require banks to improve governance and performance before committing capital [12][16] - Some banks, like South Indian Bank, are already initiating governance reforms, while others may need deeper changes to attract foreign investment [12] Funding Dynamics - Older private sector banks face challenges in accessing low-cost funding and maintaining strong current account and savings account (CASA) ratios, which affects their growth potential [14][15] - Federal Bank stands out with a CASA ratio of 31.01%, while other banks have shown mixed trends, indicating varying levels of funding pressure [14] Future Outlook - Foreign investors are looking for strong growth visibility and governance influence, which may be difficult under the current management structures of older private sector banks [16] - The industry consensus suggests that while foreign capital is available, it will be selective and contingent on banks' willingness to reform and innovate [17]

Core Insights - The company has launched three Netflix House locations, which are designed to provide immersive experiences centered around its most popular series, targeting dedicated fans of the content [1] Group 1 - The Netflix House concept aims to enhance viewer engagement by creating themed environments based on popular shows [1] - The initiative reflects the company's strategy to diversify its offerings beyond traditional streaming services [1] - These locations are expected to attract a significant number of visitors, leveraging the popularity of Netflix's original content [1]

NEW YORK--(BUSINESS WIRE)--VanEck announced today the 2025 annual distributions per share for its VanEck equity exchange-traded funds. ...

Core Viewpoint - The SLM class action lawsuit alleges that SLM Corporation, also known as Sallie Mae, and its executives made misleading statements regarding the company's financial health and delinquency rates during the specified Class Period, leading to significant investor losses [1][3][4]. Group 1: Lawsuit Details - The class action lawsuit seeks to represent investors in SLM securities from July 25, 2025, to August 14, 2025 [1]. - The lawsuit is titled Zappia v. SLM Corporation and is filed in the District of New Jersey [1]. - Allegations include that SLM experienced a significant increase in early-stage delinquencies, which was not disclosed to investors [3]. Group 2: Financial Impact - A report from TD Cowen indicated that July 2025 delinquencies increased by 49 basis points month-over-month, which was worse than the seasonal average increase of 10 basis points [4]. - The report contradicted statements made by SLM's CFO, who claimed delinquency rates were following normal seasonal trends [4]. - Following the release of this report, SLM's stock price fell by approximately 8% [4]. Group 3: Lead Plaintiff Process - The Private Securities Litigation Reform Act of 1995 allows any investor who suffered losses during the Class Period to seek appointment as lead plaintiff [5]. - The lead plaintiff represents the interests of all class members and can select a law firm for litigation [5]. - Participation as a lead plaintiff does not affect an investor's ability to share in any potential recovery [5]. Group 4: Law Firm Background - Robbins Geller Rudman & Dowd LLP is a leading law firm specializing in securities fraud and shareholder litigation, having secured over $2.5 billion for investors in 2024 alone [6]. - The firm has been ranked 1 in monetary relief for investors in securities class action cases for four out of the last five years [6]. - Robbins Geller has a significant history of obtaining large recoveries in securities class action lawsuits, including the largest recovery of $7.2 billion in the Enron case [6].

Core Points - East West Bancorp, Inc. announced plans to host conference calls to review financial results for specific periods [1] Group 1 - The financial results for the Fourth Quarter and Full Year 2025 will be released on January 22, 2026, at 2 p.m. PT/5 p.m. ET [1] - The financial results for the First Quarter 2026 will be released on April 21, 2026, at 2 p.m. PT/5 p.m. ET [1] - The financial results are scheduled to be released after the market closes on the specified dates [1]

Core Points - December 20 is a bank holiday in Sikkim for the harvest festival celebrated by the Lepcha and Bhutia communities [1] - A total of 17 holidays are scheduled for public and private banks in India in December 2025, including weekends and regional occasions [1] - Banks in Sikkim will be closed for three consecutive days from December 20 to December 22 due to the Losoong or Namsoong festival [2][6] Bank Holiday Schedule - December 1: Banks closed in Arunachal Pradesh and Nagaland for State Inauguration Day and Indigenous Faith Day [3] - December 3: Banks in Goa closed for the feast of St. Francis Xavier [4] - December 7: Pan-India holiday for all public and private banks [4] - December 12: Banks in Meghalaya closed for the death anniversary of Pa Togan Nengminja Sangma [4] - December 14: Pan-India holiday for all public and private banks [5] - December 18: Banks in Meghalaya closed for the death anniversary of U SoSo Tham [5] - December 19: Banks in Goa closed for Goa Liberation Day [5] - December 24: Banks in Mizoram, Nagaland, and Meghalaya closed on Christmas Eve [7] - December 25: Banks across the country closed for Christmas [7] - December 26: Banks in Mizoram, Nagaland, and Meghalaya closed for Christmas celebrations [7] - December 27: Fourth Saturday holiday for all banks across India [8] - December 28: Pan-India holiday for all public and private banks [8] - December 30: Banks in Meghalaya closed for the death anniversary of U Kiang Nangbah [8] - December 31: Banks in Mizoram and Manipur closed for New Year's Eve and Imoinu Iratpa festival [9]

Core Viewpoint - Resolution Capital's investment in Healthcare Realty Trust indicates a belief that valuation and cash flow are more significant than short-term interest rate discussions [1][7]. Company Overview - Healthcare Realty Trust is a leading healthcare-focused REIT that specializes in acquiring, developing, and managing outpatient medical properties across the United States [3][4]. - The company generates revenue primarily through long-term lease agreements with healthcare providers, focusing on outpatient healthcare real estate [4][5]. Financial Metrics - As of November 13, 2025, Healthcare Realty Trust's share price was $18.08, reflecting a 9.91% increase over the past year, although it underperformed the S&P 500 by 2.48 percentage points [2]. - The company reported trailing twelve months (TTM) revenue of $1.17 billion and a dividend yield of 6.07% [2][8]. - The market capitalization of Healthcare Realty Trust is $6.38 billion [2]. Investment Insights - Resolution Capital's new position in Healthcare Realty Trust, comprising 2.2462% of its reportable assets under management, suggests confidence in the stability of the REIT's income stream despite broader market challenges [2][7]. - The REIT's portfolio is designed for long-term leases and steady usage, which has helped maintain cash flow stability even amid rising interest rates [8]. - The ongoing question for investors is whether Healthcare Realty Trust can sustain its dividend funding as financing conditions stabilize [9].

Core Viewpoint - Silicon Metals Corp. intends to complete a flow-through private placement of common shares for gross proceeds of up to $195,000 to fund exploration projects in British Columbia and Ontario [1][2]. Group 1: Flow-Through Offering Details - The company plans to issue up to 3,000,000 flow-through common shares at a price of $0.065 per share [2]. - Proceeds from the offering will be used for eligible exploration expenditures on its projects located in British Columbia and Ontario [2]. - Finders' fees may be applicable in accordance with CSE policies [2]. Group 2: Securities and Regulations - All securities issued will be subject to a statutory hold period of four months and one day post-issuance [3]. - The securities will not be registered under the United States Securities Act of 1933, and cannot be offered or sold in the U.S. without registration or an exemption [4]. Group 3: Company Overview - Silicon Metals Corp. focuses on exploration and development in Canada, particularly in British Columbia and Ontario [5]. - The company holds a 100% interest in several projects, including the Maple Birch Project, Crystal Hills Project, Ptarmigan Silica Project, Silica Ridge Silica Project, and Longworth Silica Project [5].

Core Viewpoint - Kohl's stock has surged 64% this year, but its long-term performance shows a 42% decline over five years, underperforming the S&P 500's 83% gain in the same period [1][9] Financial Performance - Kohl's offers a dividend yield of 2.18%, but narrow profit margins limit future dividend growth, and the company cut its dividend by 75% earlier this year [2] - The company anticipates a net sales drop of 3.5% to 4% for the full year, with analysts expecting comparable sales to decline by 2.5% to 3% year over year [7] - Kohl's reported $73 million in Q3 operating income but spent $75 million on interest, resulting in a positive net income only due to a one-time tax provision of $10 million [12] Competitive Landscape - Kohl's faces intense competition from retail giants like Walmart, Costco, and Target, which offer a wider range of products, including clothing, making it difficult for Kohl's to attract customers [6] - The company's low profit margins, typically below 1%, limit its ability to absorb rising costs or tariffs [7] Balance Sheet Analysis - Kohl's has $4.3 billion in current assets, but $3.9 billion of that is tied up in merchandise inventories, leading to a low quick ratio of 0.12, indicating minimal cash reserves [10] - The total assets of Kohl's dropped by 6% year over year, reflecting a deteriorating financial situation [11] Investment Outlook - Despite the recent stock rally, the fundamentals suggest that Kohl's is struggling to maintain profitability and may be viewed as a sinking ship in the long run [13]