Organigram: Premium Pivot Signals Further Margin Expansion
Seeking Alpha· 2025-12-22 12:45
Core Viewpoint - Organigram Global Inc. (OGI) has shown robust growth and operating leverage, leading to margin expansion, which justifies a buy rating initiated last August. The stock has increased by 31% since the rating due to solid Q4 performance [1]. Company Analysis - The company has demonstrated strong growth metrics, contributing to a favorable investment outlook. The increase in stock price reflects positive market sentiment and operational efficiency [1]. Market Trends - The analysis highlights the importance of thorough research and understanding of financial statements and market trends, which are critical for identifying undervalued investment opportunities in mid and small-cap companies [1].
Honeywell says it has a $470 million Flexjet problem, and a lowered profit outlook
MarketWatch· 2025-12-22 12:44
Core Viewpoint - Honeywell anticipates a one-time cash settlement payment of $470 million related to the Flexjet lawsuit, which has resulted in a decline in its stock price [1] Group 1 - The expected cash settlement of $470 million is a significant financial obligation for Honeywell [1] - Following the announcement of the settlement, Honeywell's stock experienced a drop, indicating investor concern over the financial impact [1]
U.S. tanker seizures target Maduro oil lifeline, MCC Global's Michelle Caruso-Cabrera
Youtube· 2025-12-22 12:44
easy to look at right now. Oil prices up about one and a half percent. Um what are the broader implications of this for oil in particular if the US continues to blockade Venezuela and sees these tankers.>> So in the short term it removes oil from the markets, right. Which is helpful because we've seen the prices coming down. Um they don't produce that much, roughly a million barrels per day and they were less than 1% of exports.So it's not a huge impact, but it does reduce the amount of oil over the long te ...
BUMA Australia Secures AU$740 Million Multi-Year Contract Extension with Whitehaven at Blackwater Mine Through 2030
BusinessLine· 2025-12-22 12:42
● BUMA Australia Pty Ltd (”BUMA Australia”), a wholly owned subsidiary of PT Bukit Makmur Mandiri Utama (”BUMA”), under PT BUMA Internasional Grup Tbk (”BUMA International Group”; IDX: DOID), has secured a multi-year contract extension valued at approximately AU$740 million with Blackwater Operations Pty Ltd, a subsidiary of Whitehaven Coal Mining Limited, to provide pre-strip mining services at the Blackwater Mine in Queensland, Australia, through to 2030.● The extension reinforces BUMA Australia’s role as ...
United Airlines' Q4 2025 Earnings: What to Expect
Yahoo Finance· 2025-12-22 12:42
Valued at a market cap of $36.9 billion, United Airlines Holdings, Inc. (UAL) is an airline company that provides passenger and cargo air transportation services across an extensive global network. The Chicago, Illinois-based company is scheduled to announce its fiscal Q4 earnings for 2025 in the near future. Ahead of this event, analysts expect this airline company to report a profit of $2.97 per share, down 8.9% from $3.26 per share in the year-ago quarter. The company has surpassed Wall Street’s botto ...
The Fab 5: Todd Rosenbluth’s Top ETF Stories of 2025
Etftrends· 2025-12-22 12:00
Group 1: ETF Market Developments - Dimensional Funds became the first asset manager to gain approval for an ETF share class of an actively managed mutual fund, indicating a potential trend for other asset managers to follow in 2026 [2] - The Invesco QQQ Trust initiated the approval process to convert from a Unit Investment Trust structure to a more flexible open-end fund, which has been approved [4] - Active ETFs saw tremendous growth, gathering over $400 billion in the first eleven months of 2025, representing approximately one-third of total ETF assets [10] Group 2: Investment Trends and Strategies - Dividend ETFs attracted significant interest, capturing $21 billion of net inflows year-to-date through November, indicating a strong demand for resilient income amidst falling bond yields [4] - The article compared sector exposure differences between popular dividend ETFs, such as the Vanguard Dividend Appreciation ETF (VIG) and the Schwab US Dividend Equity ETF (SCHD) [4] - Innovative, options-based ETFs were highlighted as key risk-mitigation tools during market sell-offs, providing diversification options for investors [5] Group 3: Notable ETF Products - The Avantis suite of ETFs, part of the American Century suite, crossed $100 billion in assets, with funds like the Avantis US Small Cap Value ETF (AVUV) and the Avantis International Emerging Markets ETF (AVEM) being recognized as versatile building blocks for asset allocation [11]
State Street's Private Credit ETF's Performance Outshines Its AUM
Etftrends· 2025-12-22 12:42
Core Insights - The SPDR SSGA IG Public & Private Credit ETF (PRIV) aims to democratize access to the $3 trillion private credit market, previously limited to institutional investors and high-net-worth individuals [1] - Despite a strong launch, PRIV has only attracted $45 million in year-to-date flows as of December 18, 2025, but has shown promising performance [2] - PRIV has outperformed the Bloomberg US Aggregate Bond Index by 98 basis points and its Morningstar Intermediate Core-Plus peers by 90 basis points since inception [3] Performance Metrics - PRIV ranks in the top decile (92nd percentile) of its peer group for total performance, indicating strong quality of returns [4] - The fund has a daily trading volume averaging nearly $3 million, surpassing 85% of all 900 ETFs launched in 2025, showcasing robust liquidity [4] - The Sharpe Ratio ranks in the 11th percentile, indicating better performance than 89% of peers, while the Information Ratio ranks in the 2nd percentile, outperforming 98% of peers, reflecting high active management efficacy [8] Structural Aspects - As of December 16, 20.64% of PRIV's portfolio consists of private credit instruments sourced by Apollo, aligning with its target of approximately 20% since inception [5] - Other private credit ETFs in the market include the Simplify VettaFi Private Credit Strategy ETF (PCR), the BondBloxx Private Credit CLO ETF (PCMM), and the VanEck Alternative Asset Manager ETF (GPZ) [5]
A Golden Buying Opportunity Few Investors Have Noticed Yet
Seeking Alpha· 2025-12-22 12:41
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I'm Still Bullish - But The S&P 500 Is Risky In 2026
Seeking Alpha· 2025-12-22 12:40
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .I really wish the game Minesweeper weren't copyrighted, as I would have loved to share a screenshot of the game in this introduction. That's because this market reminds me a lot of that game, at least when ILeo Nelissen is an analyst focusing on major economic developments relat ...
AMC Entertainment Scores Its Biggest Pre-Christmas Holiday Weekend Since 2021, as More Than 4 Million Moviegoers Visited an AMC or ODEON Cinemas Location From Thursday Through Sunday
Businesswire· 2025-12-22 12:40
LEAWOOD, Kan.--(BUSINESS WIRE)--AMC Entertainment (NYSE: AMC), the largest theatrical exhibitor in the United States and the world, today announced a strong opening-weekend performance for AVATAR: FIRE & ASH at AMC's U.S. theatres and internationally at ODEON Cinemas. Combined with solid performances from several other new releases and holdover films, AMC enjoyed its best pre-Christmas holiday weekend since 2021, based on attendance and admissions revenue. Attendance was driven primarily by AVATAR: FIRE & A ...