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FDVV: A Rising Star Or Risky Bet For Dividend Growth Investors?
Seeking Alpha· 2025-10-24 05:11
Core Insights - The number of ETFs available in the market has surpassed individual stocks, with over 4,200 ETFs now available, indicating a growing trend towards diversified investment options [1] Group 1: Investment Trends - There is an increasing ease of investing in a diversified basket of stocks due to the record number of ETFs [1] - The focus on high conviction in portfolios is emphasized, particularly in dividend-paying stocks and ETFs, which are selected based on risk-adjusted performance, diversification, and sustainability [1]
Can We Still Be Optimistic in 2025? | An Optimist’s Guide to the Planet
Bloomberg Originals· 2025-10-22 22:00
Environmental Issues & Impact - Fertilizer runoff from agriculture is slowly destroying coastal waters in Denmark, transforming 60% of the land into farmland [7][8] - Dead zones in Danish waters have doubled in size in 10 years, covering 1300 square miles, almost 10% of the size of Denmark [13] - A third of India's coastline is severely threatened by erosion, with approximately 100 square miles of land lost to the sea since 1990 [26] - Deforestation in the Amazon, often linked to road construction, leads to 95% of deforestation happening within a few miles of a road [39] Solutions & Initiatives - Denmark signed a historic land reform in 2024, with farmers, politicians, and conservationists collaborating to address environmental issues [21] - Local teens in Holbæk, Denmark, are participating in a program to learn about sailing and marine life, engaging with biologists, sailors, and politicians [16][17] - A mangrove project in India has planted more than 65,500 plants to protect coastal areas from erosion and flooding [32] - Indigenous communities in the Amazon are partnering with engineers to develop electric boats as an alternative to gas-powered engines, aiming to protect the rainforest [41][43] Challenges & Perspectives - Climate journalism and environmental journalism face challenges in attracting public attention [15] - Relocation due to extreme weather events makes people climate refugees in their own country [26] - Balancing economic progress with environmental protection remains a key challenge, particularly in regions like the Amazon [34][39] - There is a need to foster trust in political systems to address environmental concerns effectively [19]
Embracing SCHD's Short-Term Underperformance: The Key To True Portfolio Conviction
Seeking Alpha· 2025-10-15 13:17
Core Insights - The article emphasizes the ease of setting up automatic investments in 2025, highlighting the importance of consistent stock selection for building a strong portfolio [1] Investment Strategy - The focus is on achieving financial independence through investments in stocks, real estate, and private businesses, with an emphasis on owning income-generating assets [1] - A high conviction in a portfolio of dividend-paying stocks and ETFs is essential, with selection criteria based on risk-adjusted performance, diversification, and sustainability [1]
LW Expands Global Footprint With New Argentina Production Facility
ZACKS· 2025-10-08 15:35
Core Insights - Lamb Weston Holdings, Inc. is advancing its international expansion strategy with a new manufacturing facility in Mar del Plata, Argentina, aimed at meeting the growing demand for frozen potato products in Latin America, especially Brazil and other export-driven markets [1][4] Group 1: Facility Details - The new facility spans 40,000 square meters and has the capacity to process up to 200 million pounds of potatoes annually, producing over 100 varieties of frozen potato products [2] - Approximately 80% of the facility's output is expected to serve export markets, utilizing Mar del Plata's port for efficient distribution [2][8] - The investment is anticipated to create new employment opportunities and contribute to regional development through Lamb Weston's supply network [2] Group 2: Sustainability and Local Partnerships - The facility will collaborate with local suppliers to secure high-quality raw materials and incorporates modern, energy-efficient technology to minimize waste and reduce environmental impact [3] - This project aligns with the company's broader sustainability objectives [3] Group 3: Strategic Implications - The Argentina project reinforces Lamb Weston's strategy to localize operations in high-growth markets while maintaining its leadership in the global frozen potato category [4] - The expansion is expected to enhance regional logistics, improve profitability through cost efficiencies, and strengthen the company's competitive position in Latin America's foodservice sector [4] Group 4: Growth Strategy - Lamb Weston is implementing its Focus to Win strategy to drive profitable growth and deliver long-term shareholder value, emphasizing customer partnerships, executional excellence, innovation, and prioritizing key global markets [5] - The company aims to achieve at least $250 million in annualized run rate savings by the end of fiscal 2028 through a Cost Savings Program [5] Group 5: Market Performance - In the first quarter of fiscal 2026, Lamb Weston experienced a 6% increase in volume, driven by customer wins in North America and Asia, indicating continued market momentum [6] - The stock has risen 10.8% in the past month, contrasting with a 2% decline in the industry [9]
Cabot Corporation Strengthens Manufacturing Capabilities in North America for Circular Reinforcing Carbons Powered by its EVOLVE® Sustainable Solutions Technology Platform
Globenewswire· 2025-10-07 13:00
Core Insights - Cabot Corporation has enhanced its manufacturing capabilities in North America for circular reinforcing carbons, joining its sites in Brazil and the Czech Republic as certified production locations [1][3] - The company has expanded its global network of ISCC PLUS certified sites to 14, supporting its commitment to sustainable solutions and a circular economy [1][3] Company Developments - The new manufacturing site in Ville Platte, Louisiana, utilizes tire pyrolysis oil (TPO) from end-of-life tires, employing an ISCC PLUS mass balance approach [1][2] - Cabot's circular reinforcing carbons serve as a drop-in replacement for traditional carbon black, allowing tire manufacturers to increase sustainable material usage without sacrificing performance [2][3] Industry Context - Tire manufacturers globally aim for 40% sustainable material usage by 2030 and 100% by 2050, driving demand for circular solutions like Cabot's TPO-based products [2] - Cabot's "make-in-region, sell-in-region" strategy enhances supply chain efficiency and reduces transportation-related emissions, aligning with industry sustainability goals [2][3] Certification and Sustainability - The ISCC certification system ensures compliance with ecological and social requirements, greenhouse gas emissions savings, and traceability, facilitating the use of recycled materials [4] - Cabot's commitment to circularity and traceability is reflected in its expansion of ISCC PLUS certified sites, which now include 12 supporting its reinforcing carbon portfolio across multiple regions [3][4]
X @Bloomberg
Bloomberg· 2025-10-03 16:03
RT Bloomberg Live (@BloombergLive)In the 10 years since the Paris Agreement, and the breakthroughs and setbacks it has faced, the time for action is now. On 11/4, @BloombergLive gathers global leaders in São Paulo to unpack the critical discussions at #COP30 and what they mean for the future of sustainability.🌎 https://t.co/Vz5KSv79nI ...
AI worries have climbed but demand is off the charts, says Bernstein's Rasgon
CNBC Television· 2025-10-02 17:53
Joining us now, Stacy Rasin, managing director and senior US semiconductors analyst at Bernstein. Stacy, great to have you. Broadcom and Nvidia.Uh, you know, sky's is the limit here. I mean, at what point do you start getting worried. Yeah, you know, the the worry that people would have on all these is that the music stops.like the numbers have gotten so big so quickly that I I mean you worry about sustainability and that that's always been the big concern but I think a lot of the things that we've seen ove ...
X @Forbes
Forbes· 2025-10-01 19:47
Remembering Dr. Jane Goodall, DBEAt the #ForbesSustainabilityLeaders Summit last week, Forbes' Maggie McGrath spoke to Dr. Jane Goodall, DBE and the legendary founder of the Jane Goodall Institute, about why she said that biodiversity and climate resilience should be at the center of all economic conversations and her advice to the world’s founders and CEOs who wish to make climate protection part of their work but feel stymied by their board, their shareholders, or the political climate. https://t.co/zFmbs ...
X @Forbes
Forbes· 2025-10-01 19:35
The Swedish carmaker isn’t a giant by sales, but Chief Sustainability Officer Vanessa Butani wants it to be a circular business leader with aggressive reuse of metals, batteries and other materials and climate-neutral auto-assembly plants.Read more: https://t.co/b6T808fPRp https://t.co/J4Luz4UWqe ...