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X @Bloomberg
Bloomberg· 2025-07-29 12:02
Building-materials provider CRH is in advanced talks to buy Eco Material for $2.1 billion in what would be a major expansion in the cement-alternatives market in North America https://t.co/soLpkt4GNX ...
Realty Income Vs. Essential Properties: My Winner May Surprise You
Seeking Alpha· 2025-07-28 11:30
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation ...
3 'Wide Moat' SWANs
Seeking Alpha· 2025-07-25 15:33
Join iREIT® on Alpha today to get the most in-depth research that includes REITs, mREIT, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers. Our iREIT® Tracker provides data on over 250 tickers with our quality scores, buy targets, and trim targets.Brad, along with HOYA Capital, lead the investing group iREIT®+HOYA Capital. The service covers REITs, BDCs, MLPs, Preferreds, and other income-oriented alternatives. The team of analysts has a combined 100+ years of experience and includes a former hedge ...
Galapagos Reports Half-Year 2025 Financial Results and Provides Second Quarter Business Update
GlobeNewswire News Room· 2025-07-23 20:01
Appointments of new CEO, CFO, and seasoned business development leaders with proven track records of executing strategic transactions will position the Company to drive shareholder value and advance pipeline expansion Strategic alternatives for the cell therapy business, including a potential divestiture, are being evaluated; CAR-T programs maintain positive momentum with recently presented clinical data Strong balance sheet with €3.1 billion in cash and financial investments as of June 30, 2025Mechelen, Be ...
Northern Trust NTRS Q2 2025 Earnings Transcript
The Motley Fool· 2025-07-23 15:15
Image source: The Motley Fool.Wednesday, July 23, 2025 at 9 a.m. ETCALL PARTICIPANTSChairman and Chief Executive Officer — Michael G. O’GradyChief Financial Officer — David W. FoxHead of Investor Relations — Jennifer ChildeNeed a quote from one of our analysts? Email [email protected] RISKSChief Financial Officer Fox stated, The provision for credit losses increased to $16.5 million in Q2 2025, primarily due to higher reserves associated with a small number of nonperforming loans, and noted that more than t ...
These 2 Dividend Stocks Are So Cheap, It's Almost Embarrassing
Seeking Alpha· 2025-07-23 11:30
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .There's a rule of thumb I often use for the stock market: the higher the value in the chart below, the harder it becomes to find "bargains" worth buying.Analyst’s Disclosure:I/we have a beneficial long position in the shares of LB either through stock ownership, options, or othe ...
Farmer Brothers Coffee Announces Plan to Explore Strategic Alternatives
Globenewswire· 2025-07-21 20:30
Forms Strategy Committee to Lead Evaluation of Options for Maximizing Shareholder ValueEngages Independent Financial and Legal Advisors to Support Process FORT WORTH, Texas, July 21, 2025 (GLOBE NEWSWIRE) -- Farmer Bros. Co. (NASDAQ: FARM), a leading roaster, wholesaler and distributor of coffee, tea and allied products, today announced it has initiated a process to evaluate strategic alternatives aimed at maximizing shareholder value. Over the last two years, Farmer Brothers has made significant progress i ...
Natural and Organic Food Stocks Showing Strong Potential for 2025
ZACKS· 2025-07-15 15:30
Industry Overview - The natural foods industry has transformed from a niche market to a mainstream powerhouse due to increasing consumer health consciousness and environmental awareness [1] - Consumers are prioritizing clean eating practices and ethical sourcing, leading to a surge in demand for natural and organic food products [1][2] - The global healthy foods market is projected to reach $2.26 trillion by 2035, indicating significant growth potential [4] Consumer Trends - There is a heightened preference for transparency in sourcing and minimal processing, with organic, non-GMO, and preservative-free options becoming standard [2] - Governments worldwide are reinforcing this shift through stricter food labeling regulations, enhancing market expansion and consumer trust [2] Company Responses - Companies like General Mills, Inc. and The Hain Celestial Group, Inc. are adapting to the rising demand for organic and clean-label foods [3] - Vital Farms is expanding its network to over 450 family farms, a 50% increase since the end of 2023, to secure a stable supply of pasture-raised eggs [7] - Sprouts Farmers Market has introduced over 7,100 new items in 2024, with more than 70% of its products being attribute-driven [9][10] Investment Opportunities - Vital Farms is seeing robust growth in its butter segment, with net revenues increasing by 41% year over year [7] - Sprouts Farmers generated $1.7 billion in sales from private-label products in 2024, enhancing its reputation for high-quality offerings [10] - United Natural Foods, Inc. reported a 12% sales growth in its Wholesale Natural Products segment, outpacing the broader food industry [12] Innovation and Infrastructure - Companies are investing in plant-based alternatives, functional foods, and sustainable farming technologies to meet growing consumer demand [4] - Vital Farms is constructing a new facility in Indiana and enhancing its egg grading capacity to boost efficiency [8] - United Natural Foods is streamlining processes through Lean Daily Management across 20 distribution centers, improving fill rates and service levels [13][14] Product Development - Beyond Meat is focusing on clean-label credentials and health-forward innovation, launching products like Beyond Chicken Pieces and reformulated Beyond Burger [15][16] - The company emphasizes transparency and health impact through marketing campaigns that track health improvements in consumers [17]
The Retirement Trifecta: 3 Hidden Picks For Income, Growth, And Peace Of Mind
Seeking Alpha· 2025-07-15 11:30
Group 1 - The article promotes iREIT on Alpha as a source for in-depth research on various income alternatives including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting its positive testimonials [1] - The author indicates a current focus on dividend growth rather than immediate dividend income, suggesting a strategic investment approach [1] Group 2 - There is a disclosure stating that the author has no stock or derivative positions in any mentioned companies and does not plan to initiate any within the next 72 hours, emphasizing an unbiased perspective [2] - The article clarifies that past performance does not guarantee future results and that no specific investment recommendations are provided, indicating a cautious approach to investment advice [3]
X @Bloomberg
Bloomberg· 2025-07-14 06:44
Russia’s invasion of Ukraine and Trump’s doubts about US commitment to defending the region has European governments considering alternatives to American-made weapons@cjungstedt test flies Saab’s Gripen fighter jet and explains how opportunities are growing for the Swedish defense company https://t.co/a7ZD0LF2gT ...