Workflow
Main Street Capital: I'm Turning To Hold As Previous Thesis Worked
Seeking Alpha· 2025-06-16 13:42
Main Street Capital (NYSE: MAIN ) is certainly one of my favorite BDC positions right now - it holds a well-deserved spot in my portfolio. Holding several advantages over other business development companies, MAIN is well positioned to withstand both decreasing interest rates environment (possibleWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial ...
Take the Zacks Approach to Beat the Markets: Mirion Technologies, Avino Silver & Gold Mines, Quanta Services in Focus
ZACKS· 2025-06-16 13:36
Market Overview - The three major U.S. indexes, Dow Jones Industrial Average, Nasdaq Composite, and S&P 500, experienced losses of 1.32%, 0.94%, and 0.48% respectively last week due to escalating geopolitical tensions in the Middle East, particularly between Israel and Iran [1] - Trade policy uncertainty and the impact of tariffs are significant factors affecting the economic outlook, although lower-than-expected inflation and a cooling labor market provided some optimism [1] Inflation and Labor Market - The Consumer Price Index (CPI) and Producer Price Index (PPI) both increased by 0.1% in May, with year-on-year CPI rising by 2.4% and PPI advancing by 2.6% [2] - The U.S. labor market added 139,000 jobs in May, a decrease from 193,000 a year ago, while the unemployment rate remained steady at 248,000, with wage growth at 3.9% year-over-year [2] Stock Performance - Mirion Technologies, Inc. (MIR) shares increased by 42.8% since being upgraded to Zacks Rank 2 (Buy) on April 16, outperforming the S&P 500's 11% increase [3] - Oatly Group AB (OTLY) shares returned 37% since its upgrade to Zacks Rank 2 on April 14 [4] - Zacks Rank 1 (Strong Buy) stocks returned +6.51% in May 2025, compared to +4.47% for the S&P 500 [4] Hypothetical Portfolio Performance - A hypothetical portfolio returned -2.59% in 2025 (through June 2), underperforming the S&P 500's -1.12% [5] - The portfolio had a strong performance in 2024 with a return of +22.4%, compared to +28% for the S&P 500 [5] Zacks Model Portfolio - The Zacks Model Portfolio, consisting of Zacks Rank 1 stocks, has outperformed the S&P index by over 12 percentage points since 1988, with an annualized average return of +23.5% [6] - Avino Silver & Gold Mines Ltd. (ASM) shares advanced 81.6% since its upgrade on April 22, while Comfort Systems USA, Inc. (FIX) shares increased by 38.5% since its upgrade on April 24 [7] Focus List and Other Portfolios - Quanta Services, Inc. (PWR) gained 37.4% over the past 12 weeks, while Casey's General Stores, Inc. (CASY) returned 27.9% during the same period [10] - The Zacks Focus List portfolio returned +6.33% in April 2025, outperforming the S&P 500 index [11] - The Earnings Certain Admiral Portfolio (ECAP) returned +3.20% in Q1 2025, compared to the S&P 500 index's -4.30% decline [16] Dividend Portfolio Performance - Fastenal Company (FAST) returned 12.1% over the past 12 weeks, while Quest Diagnostics Incorporated (DGX) increased by 5.9% [19] - The Earnings Certain Dividend Portfolio (ECDP) returned +5.74% in Q1 2025, outperforming the S&P 500 index [20]
VERSES® Signs Soothsayer Analytics As First Genius™ Reseller and Fortune 500 Integrator
Globenewswire· 2025-06-16 13:35
Core Insights - VERSES AI Inc. has partnered with Soothsayer Analytics as the first Certified Genius reseller to enhance global enterprise adoption of its AI platform, Genius [1][4] - The partnership aims to leverage Soothsayer's expertise in AI consulting and training to accelerate the deployment and integration of Genius in Fortune 500 and Global 2000 companies [2][4] Industry Overview - Enterprise AI spending is expected to grow from US$58 billion in 2025 to US$474 billion by 2030, reflecting a 52% compound annual growth rate (CAGR) [3] - Companies are increasingly investing in AI for automation, cost savings, and predictive insights to maintain a competitive edge [3] Company Details - VERSES AI specializes in cognitive computing and next-generation agentic software systems, with its flagship product, Genius, designed to provide reliable domain-specific predictions [5] - Soothsayer Analytics is recognized for its AI strategy and training services, having delivered over 100 AI-powered solutions across various industries, including manufacturing and healthcare [6]
Celsius: Even Better After Buying Alani, Still A Good Buy
Seeking Alpha· 2025-06-16 13:34
Group 1 - Celsius Holdings, Inc. (NASDAQ: CELH) has experienced a significant price increase of up to 80% from this year's lows but is still trading around 2021 levels despite recent improvements [1] - The company has made a new acquisition and is focusing on international expansion, which is expected to enhance its growth potential [1] - The management team is described as good, indicating effective leadership and strategic direction for the company [1] Group 2 - The analyst has over 10 years of experience researching various companies across multiple sectors, including commodities and technology, which adds credibility to the analysis of Celsius Holdings [1] - The analyst has transitioned from writing a blog to creating a value investing-focused YouTube channel, indicating a shift in strategy to reach a broader audience [1]
Hologic's Margin Stability Amid Tariffs: What's Behind the Confidence?
ZACKS· 2025-06-16 13:30
Key Takeaways Bio-Rad (BIO) , operating in the molecular diagnostics space, delivered a non-GAAP gross margin of 53.8%, down 0.7% year over year. Meanwhile, BIO's non-GAAP operating margin increased 11.3% year over year to 10.8%, which also topped the consensus. Bio-Rad expects a net tariff headwind of 130 bps to its operating margin for 2025, mainly from shipping U.S.-manufactured products to China. HOLX's Price Performance, Valuation and Estimates In the past six months, Hologic shares have dropped 10.4% ...
National Fuel Gas Hikes Dividend by 3.9%, Boosts Shareholder Value
ZACKS· 2025-06-16 13:30
Key Takeaways National Fuel Gas Company (NFG) announced that its board of directors has approved a 3.9% increase in its quarterly dividend rate. The new dividend rate will be 53.5 cents per share (compared with the previous quarter's 51.5 cents), payable on July 15, 2025, to stockholders of record at the close of business on June 30, 2025. This increase resulted in an annualized dividend of $2.14 per share compared with the previous level of $2.06. National Fuel Gas' current dividend yield is 2.45%, higher ...
**SoFi Announces Monthly Distributions on $THTA (12.00%)
GlobeNewswire News Room· 2025-06-16 13:30
NEW YORK, June 16, 2025 (GLOBE NEWSWIRE) -- SoFi, a leading provider of thematic and income ETFs, today announced monthly distributions on the SoFi Enhanced Yield ETF (THTA). Distribution as of 06/16/2025 | ETF | Distribution | Distribution | 30-Day | Ex-Date | Record | Payment | | --- | --- | --- | --- | --- | --- | --- | | Ticker | per Share | Rate * | SEC Yield** | | Date | Date | | THTA | $0.1504 | 12.00% | 4.18% | 06/17/2025 | 06/17/2025 | 06/18/2025 | Inception date: 11/15/2023 Click here to view stan ...
REMINDER: Boralex to hold Investor Day and present its 2030 Strategy on June 17, 2025
Globenewswire· 2025-06-16 13:30
Core Points - Boralex will present its 2030 Strategy at an Investor Day on June 17, 2025, in Toronto, inviting financial analysts, investors, and media to attend either in person or via a live video webcast [1] - The conference will take place from 10 a.m. to 12:30 p.m. (ET) and will be available for replay on Boralex's website until July 17, 2026 [2] - Members of Boralex's Executive Committee will be available for media interviews on the afternoon of June 17, 2025, to discuss the 2030 Strategy [3] Company Overview - Boralex has been providing affordable renewable energy for over 30 years and is a leader in the Canadian market, as well as France's largest independent producer of onshore wind power [4] - The company has increased its installed capacity by more than 50% over the past five years, reaching 3.2 GW, and is developing a portfolio of over 8 GW in wind, solar, and storage projects [4] - Boralex is committed to sustainable growth and actively participates in the fight against global warming, guided by its corporate social responsibility (CSR) approach [4]
Boeing Secures $32.5 Billion In Orders As 737 MAX And 787 Deliveries Grow
Seeking Alpha· 2025-06-16 13:30
Despite the recent crash with the Boeing 787 from Air India, The Boeing Company (NYSE: BA ) stock and airplane production seem to be on their way back. Year-to-date, the stock has gained nearly 13% outperforming the S&P 500's 1.6% gain by If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in- house developed data analytics platform. Analyst ...
Jack Henry: A Top-Shelf Dividend Growth Stock
Seeking Alpha· 2025-06-16 13:30
I started blogging about my journey to financial independence back in 2011. By living well below my means and intelligently investing my hard-earned capital, I went from below broke at age 27 to financially free at 33 years old. I regularly create content on dividend growth investing, living off of dividends, undervalued high- quality dividend growth stocks, high-yield situations, and other long-term investment opportunities. Founder of Dividend Mantra. Founder of Mr. Free At 33. Co-Founder of Dividends & I ...