I need you to sit down for this one cuz I got one for you. President Trump is floating this new idea to get money straight into Americans pockets. A $2,000 dividend payment.That is right. Over the weekend, he says he wants to do this by using some of the billions that are coming in from tariffs. Now, the president said, "We are taking in trillions of dollars and will soon be paying down our enormous debt, $37 trillion." Then on Monday morning, he circled back on this and said, "All the money that's going to ...

Core Points - Heng Ren Silk Road Investments LLC has reported strong support from over 100 independent Sinovac shareholders for the immediate payment of a previously declared $19.00 dividend [1] - Sinovac's stock has been halted from trading since 2019, causing shareholders to miss out on significant profits from the COVID-19 vaccine, CoronaVac, which generated billions in sales during the pandemic [2] - The board had previously paid a $55.00 dividend in July 2025 as partial compensation for unpaid dividends during the trading halt [2] - An additional $19.00 dividend was declared on June 17, 2025, aimed at compensating independent shareholders for dividends that were paid to certain affiliates and insiders [3] - Despite the declaration, Sinovac has not provided record and payment dates for the promised dividend, which is unexpected given the board's commitment to pay dividends [4] - Peter Halesworth, founder of Heng Ren, emphasized the need for the board to respect the wishes of independent shareholders and set payment dates for the dividend [5] Company Actions - Heng Ren Silk Road Investments LLC is actively campaigning for the payment of the $19.00 dividend and has organized a webinar for shareholders to discuss voting processes and related issues [6] - An open resolution has been sent to Sinovac's shareholders urging the payment of the special dividend before the upcoming board vote on July 8 [7]

Financial Data and Key Metrics Changes - For Q3 2025, the company reported revenues of $178 million and an EBITDA-equivalent cash flow of $113 million, with a total EBITDA of $473 million over the past 12 months, indicating strong operational stability [3][6] - The net income for the quarter was $8.6 million, translating to $0.07 per share, with total operating expenses reduced to $69 million from $86 million in the previous quarter [16][17] Business Line Data and Key Metrics Changes - The container vessel segment contributed $82 million to adjusted EBITDA, while the car carrier fleet added $23 million, and the tanker segment generated $44 million [14] - Dry bulk contributed $6 million, down from $19 million, due to the divestiture of 13 dry bulk carriers as part of the fleet renewal strategy [14][15] Market Data and Key Metrics Changes - The charter backlog stands at approximately $4 billion, with two-thirds contracted to investment-grade counterparties, providing strong cash flow visibility [6][17] - The overall utilization across the shipping fleet in Q3 was about 98.7%, with adjusted utilization at 99.9% [9] Company Strategy and Development Direction - The company is focused on fleet renewal, having sold older vessels and invested in cargo handling and fuel efficiency upgrades, with 11 vessels now capable of operating on LNG fuel [4][11] - The company aims to diversify its asset base and maintain a sustainable long-term capacity for shareholder returns, supported by a solid liquidity position [7][17] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about securing new employment for the Hercules rig, despite its current idle status, and is exploring various opportunities for its utilization [5][19] - The company is cautious about the geopolitical situation affecting shipping routes, particularly in the Red Sea, and is closely monitoring developments [28] Other Important Information - The company has returned approximately $2.9 billion to shareholders over 87 consecutive quarters, with a dividend yield of over 10% based on the recent share price [6][17] - The company has about $80 million remaining on a $100 million share buyback program, having repurchased $10 million worth of shares at an average price of $7.98 per share [26] Q&A Session Summary Question: Expectations for Hercules leasing in the new year and impact of Gulf of Mexico lease sale - Management is exploring all opportunities for the Hercules rig, focusing on areas where it has unique capabilities, such as the North Sea and Canadian markets [19][20] Question: Type of work considered for Hercules - The company is open to various opportunities for the Hercules, including well intervention and exploration drilling, and has made upgrades to facilitate development drilling [21][22] Question: Securing long-term work for tankers - It is too early to secure long-term work for vessels rolling off charters, but there is significant value linked to profit-sharing features in existing contracts [23] Question: Update on the $100 million buyback - Approximately $80 million remains on the buyback program, with $10 million repurchased this year [26] Question: Impact of Houthi attacks on shipping in the Red Sea - Management is cautious and monitoring the situation, noting that any return to normalcy in the region will be gradual [28] Question: Purchase obligations in charter contracts - The company has shifted from bareboat charters to time charters, reducing purchase obligations and maintaining upside in residual vessel value [30] Question: Outlook for new transactions outside the container segment - The company is open to opportunities across various maritime segments, focusing on strong counterparties and favorable deal structures [31][32]

Core Points - National HealthCare Corporation (NHC) announced a quarterly dividend of 64 cents per common share [1] - The dividend is for shareholders of record on December 31, 2025, and will be payable on January 30, 2026 [1] Company Summary - NHC is recognized as the nation's oldest publicly traded long-term health care company [1] - The announcement reflects NHC's commitment to returning value to its shareholders through regular dividend payments [1]

Core Insights - Barrett Business Services, Inc. (BBSI) reported a strong financial performance for Q3 2025, with revenues increasing by 8% to $318.9 million and gross billings rising by 9% to $2.32 billion, driven by new client additions and growth in professional employer services [1][3][4]. Financial Performance - Revenues for Q3 2025 were $318.9 million, up from $294.3 million in Q3 2024, reflecting an 8% year-over-year increase [3]. - Gross billings increased to $2.32 billion in Q3 2025, compared to $2.14 billion in the same quarter of the previous year, marking a 9% growth [4]. - Net income for the quarter rose to $20.6 million, or $0.79 per diluted share, compared to $19.6 million, or $0.74 per diluted share, in Q3 2024 [6][11]. Operational Metrics - The average number of worksite employees (WSEs) increased by 6% year-over-year, reaching 141,492 in Q3 2025 [11][19]. - Workers' compensation expense as a percentage of gross billings was 2.2% in Q3 2025, a slight decrease from 2.3% in Q3 2024, benefiting from lower costs [5][18]. Liquidity and Capital Allocation - As of September 30, 2025, BBSI had unrestricted cash and investments totaling $109.8 million, up from $90.4 million as of June 30, 2025, and remained debt-free [7]. - The company authorized a stock repurchase program of up to $100 million, with $7.5 million of stock repurchased in Q3 2025 [8][9]. - BBSI paid $2.1 million in dividends during the quarter, confirming a quarterly cash dividend of $0.08 per share [10]. Strategic Outlook - BBSI's management emphasized a focus on disciplined execution and investment in technology and service delivery to support long-term growth, despite a cautious economic environment [2].

Core Viewpoint - Most dividend exchange-traded funds (ETFs) distribute payouts on a quarterly basis [1] Group 1 - Dividend ETFs are popular investment vehicles for income-seeking investors [1] - The quarterly payout structure aligns with the cash flow needs of many investors [1] - This regular distribution can enhance the attractiveness of dividend ETFs compared to other investment options [1]

Core Insights - The EfTEN Real Estate Fund AS has shown gradual improvement in financial results due to low vacancy rates, successful investments in elderly care and logistics, and reduced interest costs, leading to increased free cash flow and a potential record dividend proposal for spring 2026 [1] Financial Performance Overview - The fund generated consolidated sales revenue of EUR 8.359 million in Q3 2025, a 4.4% increase from EUR 8.006 million in Q3 2024, and EUR 24.427 million for the first nine months of 2025, up 2.1% from EUR 23.924 million in the same period last year [5] - The consolidated net rental income (NOI) for the first nine months of 2025 was EUR 22.678 million, reflecting a growth of 2.1% compared to EUR 22.203 million in the same period of 2024 [6] - The net profit for Q3 2025 was EUR 5.251 million, an increase from EUR 3.854 million in Q3 2024, driven by higher sales revenue and lower interest expenses [7] Occupancy and Rental Income - The portfolio vacancy rate decreased to 3.6% at the end of September 2025, down from 2.6% at the end of 2024, marking the second consecutive quarter of decline [2][14] - Rental income from the care home segment increased to 4.7% in Q3 2025, nearly double compared to a year ago, supported by new properties and completed phases of existing care homes [2] Investment and Development - The fund invested EUR 8.907 million in new properties and the development of existing real estate during the first nine months of 2025 [11] - The fund's real estate portfolio included 37 commercial investments valued at EUR 382.268 million as of September 30, 2025, up from EUR 373.815 million at the end of 2024 [10] Financing and Interest Rates - The fund's subsidiaries increased their total bank loan amount by EUR 7.32 million in April 2025, with a total outstanding balance of EUR 41.406 million maturing over the next 12 months [15][16] - The weighted average interest rate on loan agreements was reduced to 3.95% as of June 30, 2025, down from 4.89% at the end of 2024 [17] Shareholder Returns - The fund plans to propose net dividends of EUR 1.20 per share for the year 2025, which is 8.1% higher than the previous proposal and 20% more than in spring 2024 [3][19] - The net asset value (NAV) per share increased to EUR 20.44 as of September 30, 2025, reflecting a 0.3% increase during the nine-month period [21]

Dividend Announcement - Eli Lilly and Company has declared a fourth-quarter dividend of $1.50 per share on outstanding common stock, payable on December 10, 2025, to shareholders of record at the close of business on November 14, 2025 [1] Company Overview - Eli Lilly is a pharmaceutical company focused on turning scientific discoveries into healing solutions, with nearly 150 years of experience in pioneering life-changing medicines that help tens of millions globally [2] - The company is advancing new discoveries in various health challenges, including diabetes care, obesity treatment, Alzheimer's disease, immune system disorders, and difficult-to-treat cancers [2] Recent Developments - Eli Lilly has partnered with Shaquille O'Neal to raise awareness for moderate-to-severe obstructive sleep apnea [3] - New data indicates that Omvoh (mirikizumab-mrkz) has shown early and sustained improvement in bowel urgency outcomes for patients with ulcerative colitis [4]

Financial Data and Key Metrics Changes - The company reported revenues exceeding $1,000,000,000 for the third quarter, with EBITDAR at $322,000,000, maintaining a margin of 37% consistent with the prior year [4][17] - The total leverage ratio improved from 2.8 times to 1.5 times following the sale of a stake in FanDuel, with lease adjusted leverage declining from 3.2 times to 2.0 times [24][100] Business Line Data and Key Metrics Changes - The Las Vegas Local segment generated revenues of $211,000,000 and EBITDAR of $92,000,000, with year-over-year growth of 2% in both revenues and EBITDAR when excluding the Orleans [5][6] - The Midwest and South segment achieved a 3% revenue increase to $539,000,000, with EBITDAR growing by over 2% [9][10] - The online segment is projected to achieve $60,000,000 in EBITDAR for the year, with expectations of approximately $30,000,000 for 2026 [10] Market Data and Key Metrics Changes - The broader Las Vegas locals market saw gaming revenue growth of over 3% year-over-year, supported by solid wage growth exceeding 6% [6][7] - The Downtown Las Vegas segment's revenues and EBITDA remained stable, driven by strong play from Hawaiian customers despite lower hotel revenues [9] Company Strategy and Development Direction - The company is focused on capital investments to enhance guest experiences, with a budget of $100,000,000 annually for growth capital projects [13][21] - Ongoing renovations at properties like Suncoast and Orleans are aimed at maintaining competitiveness in the market [12][46] - The company is pursuing significant growth opportunities, including a $750,000,000 resort development in Norfolk, Virginia, scheduled to open in November 2027 [16] Management's Comments on Operating Environment and Future Outlook - Management noted continued strength in play from core customers and improving trends from retail customers, indicating a positive outlook for the fourth quarter [12][25] - The Southern Nevada economy is described as resilient and diversified, positioning the company well for future growth [8] Other Important Information - The company repurchased $160,000,000 in stock during the quarter and paid $15,000,000 in dividends, returning a total of $637,000,000 to shareholders year-to-date [17][22] - The company is maintaining a disciplined approach to capital allocation, with plans for ongoing share repurchases and dividends [23] Q&A Session Summary Question: What are the main drivers of weakness in the destination business? - Management indicated that the weakness is primarily in the destination business, while core and local customers continue to perform well, with improvements in forward bookings noted [27][28] Question: Thoughts on the M&A pipeline? - The company is monitoring M&A opportunities but remains disciplined in its approach, focusing on the right assets at the right price [34][35] Question: Trends in the Midwest and South properties? - Results were broadly strong across the Midwest and South, with Treasure Chest noted for its continued growth [39][41] Question: How are the Vegas locals assets positioned from a CapEx perspective? - The company is confident in its Vegas locals assets, with ongoing renovations at Suncoast and plans for updates at Orleans to remain competitive [43][46] Question: Expectations for the impact of the tax bill? - Management expects incremental benefits from the tax bill but has not quantified the overall impact on revenue and EBITDAR [72][73] Question: How did the quarter play out month to month? - The quarter was steady, with some fluctuations due to holiday timing, but core trends remained consistent [77] Question: Any impact from the cybersecurity incident? - The cybersecurity incident did not impact business operations, and the company has cyber insurance to mitigate risks [90] Question: How is the balance sheet being optimized? - The company is maintaining a leverage target of around 2.5 times, with current leverage at 1.5 times, and is open to adjusting based on future opportunities [99][100]

Group 1 - Standex International Corporation announced a quarterly cash dividend of $0.34 per share, representing an approximately 6.3% year-on-year increase [1] - The dividend is payable on November 21, 2025, to shareholders of record on November 7, 2025 [1] - This marks the company's 245th consecutive quarterly cash dividend, having paid dividends each quarter since becoming a public corporation in November 1964 [1] Group 2 - Standex International Corporation operates in five broad business segments: Electronics, Engineering Technologies, Scientific, Engraving, and Specialty Solutions [2] - The company has a global presence with operations in the United States, Europe, Canada, Japan, Singapore, Mexico, Turkey, India, and China [2]