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Seeing better value in small cap and non-U.S. equities in 2nd half of the year, says Joe Amato
CNBC Television· 2025-07-02 11:56
Let's talk markets now with Joe Amato, president and chief investment officer at Newberger Burman, which has $515 billion dollars in assets under management. Joe, great to have you with us. Morning.Good to be here. Obviously, you know, second half there, you you take a look at what you should be doing with your own portfolio and a lot of people are wondering and and what happened yesterday's market was really interesting because it was like July 1 hit and there was just a rotation out of the higher multiple ...
Erdene Commences Trading on the OTCQB
Globenewswire· 2025-07-02 11:00
Peter Akerley, Erdene's President and CEO, comments, "With Erdene expecting to achieve first gold production at its Bayan Khundii mine shortly, our listing on the OTCQB will amplify our marketing efforts and support our strategy of introducing the Company to a broader audience of potential investors. The OTCQB is an efficient way for Erdene to gain access to the largest pool of equity capital in the world, while offering potential investors in the U.S. enhanced trading liquidity." Erdene Resource Developmen ...
X @Bloomberg
Bloomberg· 2025-07-02 10:32
The furious rally in US stocks from the depths of April’s tariff selloff has triggered a swift jump in an equity euphoria indicator created by Barclays https://t.co/2royq3hLJt ...
Healthcare Realty Trust: Yield Looks Tempting, But Wait For Execution
Seeking Alpha· 2025-07-02 03:37
Group 1 - Healthcare Realty Trust Incorporated (NYSE: HR) focuses on outpatient medical facilities, positioning itself defensively in the market, which is advantageous during macroeconomic downturns and tightening discretionary demand [1] - The company's strategy is to leverage its essential services nature to better withstand economic challenges, indicating a robust operational framework [1] Group 2 - The analyst emphasizes a long-term perspective on value creation, highlighting the importance of macroeconomic trends and corporate earnings in investment decisions [1]
摩根士丹利:即将到来的波动,亚洲催化因素事件概述
摩根· 2025-07-02 03:15
July 1, 2025 09:03 AM GMT Asia Catalyst Matters | Asia Pacific An Overview of Upcoming Volatility Events Certain events play an outsized role in creating equity market volatility, particularly for large cap, highly liquid stocks with significant investor positioning. Here we provide a tracker of key upcoming events for some of Asia Pacific's largest companies. Working with our analyst teams across the region, we have compiled a list of potential market-moving events in the coming months. The list includes s ...
Loyalty matters, not the oath to Constitution: Ex-DOJ Civil Rights Atty on Trump’s DOJ
MSNBC· 2025-07-02 02:04
It's stunning that 70% of your colleagues like we walking with we just out the door, right? How did that manifest itself uh what you just described this this this lack of interest in enforcing the civil rights laws of of the country uh the lack of interest in standing in between the pillars of the rule of law that touches on every aspect of our lives. How did they do that? What did they say? It is basically like you would bring a case or a matter and they go no we're not doing that or they just tell you dir ...
Seagate Technology: HAMR Drives Earnings Surge Ahead
Seeking Alpha· 2025-07-02 01:15
Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuations [1]
Granting of Stock Options and Vesting of Restricted Share Units
Globenewswire· 2025-07-01 23:54
Core Points - The stock option grants aim to align the long-term interests of the board members with those of the Company [2] - Four independent board directors received stock option grants allowing the purchase of up to 24,784 shares each [1] - The exercise price for the stock options is set at USD 9.28 per share [5] Summary by Sections Stock Option Grants - The stock options are part of the Company's Equity Incentive Plan approved on June 13, 2022 [2] - The options are subject to a three-year vesting period, with one-third vesting each year starting from the AGM where the options were awarded [5] - The options can only be exercised if the grantee remains a board member at the time of vesting [5] Financial Details - The exercise price is determined by the opening price of the Company's ordinary shares on the Nasdaq on the grant date, which is June 25, 2025 [3] - Filings related to the vested RSUs of the independent board directors have been made with the Luxembourg Commission de Surveillance du Secteur Financier (CSSF) [2]
Orion Energy Systems, Inc. Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Globenewswire· 2025-07-01 20:15
Core Points - Orion Energy Systems, Inc. announced the authorization of equity awards for Michael Ontrop, the new Senior Vice President of Channel Sales, including 100,000 shares of restricted stock and a non-qualified stock option for 125,000 shares of Common Stock [1][2] - The equity awards were approved by Orion's Board of Directors as a material inducement for Mr. Ontrop to accept the employment offer, and the shares will not be drawn from the 2016 Omnibus Incentive Plan [2] - The restricted stock award will vest one-third on each of the first three anniversaries of the grant date, contingent on Mr. Ontrop's continued employment [3] - The stock option will vest based on the Company's share price reaching specified levels ($3.00, $4.00, and $5.00) over a three-year period, with the effective grant date set for July 18, 2025 [4] Company Overview - Orion Energy Systems specializes in energy efficiency and clean tech solutions, including LED lighting, EV charging solutions, and maintenance services [5] - The company focuses on turnkey design-through-installation solutions for large national customers and projects through ESCO and distribution partners, aiming to help customers achieve business and environmental goals [5] - Orion is committed to operating responsibly and emphasizes sustainability and governance in its operations [6]