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高盛:美洲医疗健康_医疗科技与医疗信息化_投身增长与再投资主题
Goldman Sachs· 2025-06-06 02:37
2 June 2025 | 2:08AM PDT Americas Healthcare: MedTech & HCIT: Leaning Into Growth and Reinvestment Thesis Heading to the halfway point of 2025 and the Goldman Sachs 46th Annual Healthcare Conference, we review takeaways from YTD results, market due diligence, and management meetings that set the foundation for the balance of the year. The following summarizes key takeaways from a fundamental perspective: David Roman +1(212)357-4617 | david.roman@gs.com Goldman Sachs & Co. LLC Jamie Perse, CFA +1(212)902-819 ...
Atrium Mortgage Investment Corporation Announces June 2025 Dividend
Newsfile· 2025-06-05 20:30
Toronto, Ontario--(Newsfile Corp. - June 5, 2025) - Atrium Mortgage Investment Corporation (TSX: AI) is pleased to announce that its board of directors has declared a dividend for the month of June 2025 of $0.0775 per common share, to be paid July 11, 2025 to shareholders of record June 30, 2025. Atrium pays monthly dividends currently at an annual rate of $0.93 per share, plus a special dividend to shareholders of record at year end in the event the dividends declared are less than taxable income for that ...
3 Brilliant REIT Stocks to Buy Now and Hold for the Long Term
The Motley Fool· 2025-05-21 08:27
These stocks make it easier for individuals to participate in the real estate markets, a tried and true wealth builder. Land symbolized wealth and prosperity in humankind's earliest times, long before the stock market existed. That hasn't changed much. Real estate is a timeless asset and continues to generate fortunes for people today. The difference now is that you don't need to start with lots of money and know-how to benefit from owning properties. Instead, you can invest in real estate investment trusts ...
Sienna Announces May Dividend
Globenewswire· 2025-05-15 12:30
MARKHAM, Ontario, May 15, 2025 (GLOBE NEWSWIRE) -- Sienna Senior Living Inc. ("Sienna" or the "Company") (TSX: SIA) today announced a dividend of $0.078 per common share of the Company (each, a "Common Share") for the month of May 2025, representing $0.936 per Common Share on an annualized basis. The dividend will be payable on June 13, 2025 to shareholders of record as at May 30, 2025. Sienna Senior Living Inc. (TSX:SIA) offers a full range of senior living options, including independent living, assisted l ...
Mach Natural Resources LP(MNR) - 2025 Q1 - Earnings Call Transcript
2025-05-09 15:02
Mach Natural Resources (MNR) Q1 2025 Earnings Call May 09, 2025 10:00 AM ET Company Participants Tom Ward - CEO & Director of Mach Natural Resources GP LLCKevin White - Chief Financial Officer of Mach Natural Resources GP LLCDerrick Whitfield - Managing DirectorMichael Scialla - Managing DirectorJohn Freeman - Managing DirectorGeoff Jay - PartnerSelman Akyol - Managing Director - Energy & Power sector Conference Call Participants Charles Meade - Research Analyst Operator Good morning, everyone. Thank you fo ...
Mach Natural Resources LP(MNR) - 2025 Q1 - Earnings Call Transcript
2025-05-09 15:00
Financial Data and Key Metrics Changes - The company reported an average production of 81,000 BOE per day, with a revenue of $253 million, where oil contributed 49%, gas 33%, and NGLs 18% [25][26] - The net debt to EBITDA ratio improved from 1.0 times at the end of 2024 to 0.7 times at the end of Q1 2025 [6][23] - Projected interest expense for 2025 is expected to decrease by $22 million due to debt refinancing [6] Business Line Data and Key Metrics Changes - The production mix for the quarter was 24% oil, 53% natural gas, and 23% NGLs [25] - The company plans to shift its drilling focus towards natural gas, with a projected increase in natural gas production while keeping overall barrel oil equivalent flat [7][8] Market Data and Key Metrics Changes - Oil prices have recently dipped into the $50 range, impacting the company's strategy to focus on natural gas drilling [7] - The company maintains a strong position in the natural gas market, with a volume mix of 54% natural gas projected for 2025 [7] Company Strategy and Development Direction - The company emphasizes four strategic pillars: maintaining financial strength, disciplined execution, disciplined reinvestment rate, and maximizing cash distributions [3][4] - The company aims to keep its reinvestment rate below 50% of operating cash flow to optimize distributions to unitholders [4][12] - The recent acquisition of XTO assets is expected to enhance the company's drilling opportunities and production capabilities [10][17] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the challenging market environment but believes the company is well-positioned to navigate through commodity cycles [7][23] - The company anticipates double-digit growth in natural gas production in 2026, driven by increased drilling activity in the Deep Anadarko Basin [7][8] Other Important Information - The company has distributed over $1 billion back to unitholders since inception, with a current distribution of $0.79 per unit, resulting in a 20% yield [16] - The company has made 21 acquisitions since early 2018, spending over $2 billion, focusing on cash-flowing properties at discounted prices [18] Q&A Session Summary Question: Can you elaborate on the recent acquisition and its impact? - The acquisition adds significant acreage but only produces about 1,600 BOE per day. It includes 1 million acres across various regions, primarily in the Greater Anadarko Basin [32][34] Question: What is the strategy regarding the reinvestment rate and rig deployment? - The company plans to maintain a reinvestment rate below 50%. Currently, two rigs will be operational, with a potential third rig added later in the year depending on cash flow [40][42] Question: How does the company view the oil to gas ratio in future development? - The company will prioritize gas drilling when gas prices are favorable compared to oil, with a focus on maintaining high rates of return [48][49] Question: What are the expectations for natural gas prices and production in 2026? - The company expects significant growth in gas production in 2026, with a projected increase of over 20% in gas volumes while oil production may decrease slightly [65]
SoFi Has Massive Upside Potential But The Tech Platform Is A Headwind
Seeking Alpha· 2025-05-09 14:02
I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of SOFI, C, BA ...
Blue Owl Capital: Buy This BDC For 10%+ Yield And A Discount To NAV
Seeking Alpha· 2025-05-08 14:15
The market has been rebounding during earnings season as tariff and trade pressure seem to be less concerning than they once were. The Fed kept rates unchanged but is expected to start cutting this summer. I am looking for opportunities to front-runI am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have str ...
Dividend Harvesting Portfolio Week 218: $21,800 Allocated, $2,195.04 In Projected Dividends
Seeking Alpha· 2025-05-08 13:00
Group 1 - The focus is on growth and dividend income as a strategy for retirement planning [1] - The portfolio is structured to generate monthly dividend income that grows through reinvestment and annual increases [1] Group 2 - The article expresses personal opinions and is not intended as investment advice [2][3] - It emphasizes the importance of conducting personal research before making investment decisions [2]
BCE implements changes in connection with its Shareholder Dividend Reinvestment Plan; Termination of discounted treasury issuances
Prnewswire· 2025-05-08 10:25
This news release contains forward-looking statements. For a description of the related risk factors and assumptions, please see the section entitled "Caution Concerning Forward-Looking Statements" later in this news release.MONTRÉAL, May 8, 2025 /PRNewswire/ - BCE Inc. (TSX: BCE) (NYSE: BCE) announced today that the board of directors of BCE has approved certain modifications to BCE's Shareholder Dividend Reinvestment and Stock Purchase Plan (the "DRP") whereby common shares distributed under the DRP will ...