At Energy Profits in Dividends, we seek to generate a 7%+ income yield by investing in a portfolio of energy stocks while minimizing our risk of principal loss. By subscribing, you will get access to our best ideas earlier than they are released to the general public (and many of them are not released at all) as well as far more in-depth research than we make available to everybody. In addition, all subscribers can read any of my work without a subscription to Seeking Alpha Premium!He is the leader of the i ...

Core Insights - NetApp Inc. operates in the hardware and data infrastructure market, focusing on two key segments: Hybrid Cloud and Public Cloud [1] - Approximately 51% of the company's revenues come from the U.S., with the remainder generated from international markets [1] Segment Analysis - The Hybrid Cloud segment provides data storage solutions, which are essential for businesses transitioning to cloud-based infrastructures [1] - The Public Cloud segment complements the Hybrid offerings, allowing for scalable and flexible data management solutions [1]

Prepare for the back half of 2025 during our annual midyear outlook conversation with Fidelity leaders. How can investors help protect their money? Are there opportunities in this climate? Where are the greatest risks? Our team is breaking it down for investors. Topics covered: • Stock & bond markets • Potential risks and opportunities • Trump administration policies: tariffs, taxes & deregulation • Federal Reserve & interest rates • Tech stocks, gold, & Bitcoin 00:00 Introduction 2:43: Where does the econo ...

SYDNEY, June 02, 2025 (GLOBE NEWSWIRE) -- FTI Consulting, Inc. (NYSE: FCN) today announced the appointment of Mark Gossington as a Senior Managing Director in the Risk & Investigations practice within the firm’s Forensic and Litigation Consulting segment. Mr. Gossington, who is based in Sydney, brings more than 25 years of experience leading complex risk engagements and remediation programmes that have helped companies strengthen resilience under regulatory scrutiny, recover from misconduct issues and build ...

_Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options: https://www.theocc.com/Company-Information/Documents-and-Archives/Options-Disclosure-Document. Supporting documentation for any claims, if applicable, will be furnished upon request._ Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 ...

John "Jack" Bowman is a registered investment advisor, economics educator, research analyst, and commentator from Southern California. He mostly covers macroeconomics, income-focused investments, derivatives, alternatives, and portfolio management. He is a contributing analyst for the Sungarden Investors Club on Seeking Alpha, where he, alongside leader Rob Isbitts, teach investors how to make better portfolio decisions, focusing on risk management, and total return investing. Jack applies the crossover of ...

Investment Rating - The report recommends positive optimal allocations to both gold and enhanced oil futures in long-run portfolios as strategic hedges, as they have historically helped to reduce portfolio risk [4][60]. Core Insights - The report concludes that positive long-run allocations to gold and enhanced oil futures are optimal for investors seeking to minimize risk or tail losses for a given return [2][10]. - Gold serves as a hedge against losses in central bank and fiscal credibility, while oil protects against negative supply shocks [2][10]. - The report suggests a higher-than-usual allocation to gold and a lower-than-usual allocation to oil in long-term portfolios [2][10]. Summary by Sections Strategic Case for Gold and Oil - Investors are seeking protection for equity-bond portfolios due to recent failures of US bonds to protect against equity downside and rising US borrowing costs [2][7]. - Historical data indicates that during any 12-month period when real returns for both stocks and bonds were negative, either oil or gold has provided positive real returns [9][14]. Recommendations for Long-Term Portfolios - The report recommends overweighting gold due to high risks to US institutional credibility and sustained central bank demand [44][54]. - It advises underweighting oil because of high spare capacity and reduced risk of shortages in 2025-2026, while still maintaining a positive allocation to oil for potential tail risks [54][59]. Tactical vs. Strategic Positioning - For tactical positioning over shorter horizons (0-2 years), the report recommends going long on gold and using oil puts or put spreads to hedge against recession risks [59][60]. - For strategic hedging over long horizons (5+ years), it emphasizes the importance of gold to protect against shocks to US institutional credibility and suggests a balanced approach to oil [59][60].

Company Overview - Advanced Micro Devices, Inc. (NASDAQ: AMD) operates in the semiconductors industry and has recently expanded into the data center industry [1] - The company's primary segments include Data Center, Client, Gaming, and Embedded [1] - Approximately 34% of revenues are generated from the U.S., with the remainder coming from international markets [1] Analyst Insights - The article reflects the author's personal opinions and analysis regarding AMD's stock performance and market position [2] - The author holds a beneficial long position in AMD shares, indicating a positive outlook on the company's future [2]

Group 1 - Mr. Mavroudis is a professional portfolio manager with expertise in institutional and private portfolios, focusing on risk management and financial market analysis [1] - He has successfully navigated major crises, including the COVID-19 pandemic and the PSI, demonstrating resilience in portfolio management [1] - Mr. Mavroudis is the CEO of FAST FINANCE Investment Services, a registered Greek company, and holds multiple advanced degrees and certifications in finance and law [1] Group 2 - The article emphasizes the importance of engaging with a community of investors and market enthusiasts through platforms like Seeking Alpha [1]

Financial Data and Key Metrics Changes - The company's GAAP net profit reached RMB 430 million, marking a record high in 13 quarters, with quarter-over-quarter growth of 18.6% and year-over-year growth of 113% [7] - The net income margin increased to 13.9% from 9.9% in the previous quarter, and the net profit take rate rose to 1.58% from 1.31% [26][36] - Total revenue from lending-related business decreased by 15% quarter-over-quarter, primarily due to lower APR of loans and a shift in GMV towards the capital light model [32] Business Line Data and Key Metrics Changes - The online consumer finance business improved customer acquisition capabilities, launching the Linhua Jie flexible loan product, which enhanced competitiveness [10] - The installment e-commerce business saw a 16.2% increase in GMV, despite a 16.4% decrease in service income due to accounting differences [11][35] - The capital light model volume grew by 43% quarter-over-quarter, accounting for 28% of total GMV, up from 20% [29] Market Data and Key Metrics Changes - GMV from Tier four, Tier five, and lower regions accounted for over 70% of inclusive finance GMV in the first quarter, indicating strong penetration in lower-tier cities [12] - The overseas business achieved profitability, with acquisition costs decreasing by 19% quarter-over-quarter [12] Company Strategy and Development Direction - The company will maintain a user-centric approach, enhancing user experience and promoting high-quality customer growth [13] - Strengthening synergies across ecosystem businesses is a priority, with plans to deepen presence in lower-tier cities and explore various business models [14][15] - Increased investment in technology, particularly AI, is planned to enhance operational efficiency and competitiveness [15] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving sustained growth in net profit for the full year 2025, despite macroeconomic uncertainties [16] - The company is well-prepared to navigate external challenges, including new regulations and geopolitical uncertainties [41] Other Important Information - The company announced an increase in cash dividend payout ratio from 20% to 25% starting in 2025, with a further increase to 30% effective from the second half of 2025 [16][55] Q&A Session Summary Question: How does the company address external challenges such as new rules on loan facilitation and geopolitical uncertainties? - The company supports regulatory efforts to standardize the industry and is confident in navigating these challenges, including exploring potential listings on different exchanges [41][42] Question: What are the progress and development plans for the ecosystem business? - The company continues to enhance risk management capabilities and operational efficiency, focusing on tailored product offers and expanding customer acquisition channels [44][46] Question: What are the main reasons for the changes in revenue structure this quarter? - The revenue variance was primarily due to lower credit facilitation service income, higher early repayments, and a shift towards the capital light model [50][52]