Capital Allocation
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Are We In An AI Bubble?
Seeking Alpha· 2026-01-07 14:00
I’m a Financial Analyst at a Fortune 500 company, investing with a long runway—30 years to retirement and plenty of compounding ahead. I write about building a thoughtful portfolio that balances strong growth potential with solid fundamentals. My focus is on high-quality businesses, mostly in the U.S. and Europe—companies with staying power, industry-leading profitability, low leverage, and room to grow. I’m especially interested in portfolio strategy, capital allocation, and what makes a business truly wor ...
RenX Enterprises Completes Purchase of Komptech Crambo Shredder and Diamond Z Horizontal Grinder Following Strong Operating Performance
Globenewswire· 2026-01-07 13:45
Diamond Z horizontal grinder operating at RenX’s materials processing facility Diamond Z horizontal grinder operating at RenX’s materials processing facility MIAMI, FL, Jan. 07, 2026 (GLOBE NEWSWIRE) -- RenX Enterprises, Inc. (the “Company”) (NASDAQ: RENX), formerly known as Safe and Green Development Corporation, today announced that it has completed the purchase of a Komptech Crambo shredder and a Diamond Z horizontal grinder that had previously been deployed under a rental arrangement. The Company el ...
BOARDWALK REIT PROVIDES OPERATIONAL AND CAPITAL ALLOCATION UPDATE AND ANNOUNCES TIMING OF FOURTH QUARTER RESULTS
Prnewswire· 2026-01-07 12:00
CALGARY, AB, Jan. 7, 2026 /PRNewswire/ - Boardwalk Real Estate Investment Trust - (TSX: BEI.UN) Boardwalk REIT ("Boardwalk", "the Trust", "We", "Our") is providing an update highlighting its recent leasing performance and capital allocation initiatives. Through the seasonally-slower winter months, the Trust prioritized high occupancy and Resident Member retention. Occupancy remained steady throughout the fourth quarter and is similar on a year-over-year basis to begin 2026. Sam Kolias, Chairman and Chief Ex ...
McCormick Takes Majority Control in Mexico JV: Growth Lever in 2026?
ZACKS· 2026-01-06 17:10
Key Takeaways MKC acquired an additional 25% of McCormick de Mexico for $750M, raising its ownership stake to 75%.The deal gives MKC majority control, strengthening its Mexico presence and global flavor leadership.Management expects the deal to boost revenues, margins and earnings in 2026, excluding integration costs.McCormick & Company, Inc. ((MKC) has completed the acquisition of an additional 25% ownership interest in McCormick de Mexico, increasing its stake to 75%, gaining majority control of the long- ...
James C. Mastandrea Announces Proposal to Replace Whitestone REIT Board After Years of Underperformance
Globenewswire· 2026-01-05 21:30
HOUSTON, Jan. 05, 2026 (GLOBE NEWSWIRE) -- James C. Mastandrea, a significant shareholder of Whitestone REIT (“Whitestone” or the “Company”) (NYSE: WSR) since its IPO in 2010, today announced that he intends to nominate a slate of new, highly qualified independent trustees experienced in commercial real estate and public and private capital markets to replace the current Board of Trustees at the Company’s 2026 annual meeting, consistent with the SEC’s universal proxy rules. Mastandrea’s decision comes after ...
Vistra Adds to its Industry-Leading Generation Portfolio with Acquisition of Cogentrix
Prnewswire· 2026-01-05 21:15
Highlights Acquisition of Cogentrix includes ~5,500 megawatts of modern natural gas generation assets at an attractive purchase price, net of expected tax benefits, of approximately $730/kW of capacity. 1Acquisition is expected to deliver mid-single digit Ongoing Operations AFCFbG per share accretion in 2027 and high single-digit accretion on average over 2027-2029. 2Reiterating previously communicated capital allocation plan, including long-term net leverage target of less than 3x, the expected return of ...
Prudent Capital Allocation Strengthens TGT's Long-Term Growth Playbook
ZACKS· 2026-01-05 18:30
Key Takeaways TGT generated $3.5B in operating cash flow, supported by improved inventory and working capital.Target plans about $4B in FY25 capex, rising to $5B in FY26 for store and category resets.TGT returned $518M to shareholders via dividends and buybacks while maintaining $3.8B in cash.Target Corporation’s (TGT) capital allocation strategy reflects a careful balance between investing for future growth and preserving financial resilience. Despite ongoing softness in discretionary categories, the compa ...
Whitecap Resources (OTCPK:SPGY.F) 2026 Earnings Call Presentation
2026-01-05 15:00
INVESTOR DAY Technical Excellence & Disciplined Execution Driving Superior Shareholder Returns January 2026 Unconventional Joey Wong – VP Unconventional Travis Tweit – VP Operations Conventional Chris Bullin – VP Conventional Travis Tweit – VP Operations Summary Grant Fagerheim – President & CEO Thanh Kang – Sr. VP & CFO 2 1 2 AGENDA Who We Are Grant Fagerheim – President & CEO Thanh Kang – Sr. VP & CFO Refer to Slide Notes and Advisories. 3 4 EXECUTIVE VALUE PROPOSITION Our simple, repeatable strategy of d ...
Why 2026 Will Be A Game Changer For Amazon
Seeking Alpha· 2026-01-05 14:00
I’m a Financial Analyst at a Fortune 500 company, investing with a long runway—30 years to retirement and plenty of compounding ahead. I write about building a thoughtful portfolio that balances strong growth potential with solid fundamentals. My focus is on high-quality businesses, mostly in the U.S. and Europe—companies with staying power, industry-leading profitability, low leverage, and room to grow. I’m especially interested in portfolio strategy, capital allocation, and what makes a business truly wor ...
SCHG: A Superb Growth Oriented, Big-Tech Weighted ETF For 2026
Seeking Alpha· 2026-01-03 00:59
Core Insights - The article emphasizes the importance of a well-diversified investment portfolio, recommending a foundation based on a high-quality low-cost S&P 500 fund [1] - It suggests an overweight position in the technology sector for investors who can handle short-term risks, indicating that this sector is in the early stages of a long-term bull market [1] - For dividend income, the article advises considering large oil and gas companies that offer strong dividend yields and growth [1] Investment Strategy - The recommended investment strategy includes a top-down capital allocation approach tailored to individual investor circumstances such as age, risk tolerance, income, and financial goals [1] - Suggested investment categories include S&P 500, technology, dividend income, sector ETFs, growth, speculative growth, gold, and cash [1]