Group 1 - The investment group European Small Cap Ideas focuses on high-quality small-cap investment opportunities in Europe, emphasizing capital gains and dividend income for continuous cash flow [1] - The group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1] - The analyst has established a long position in Anheuser-Busch InBev (BUD) and expresses a beneficial interest in the shares through stock ownership or derivatives [1] Group 2 - There is a potential strategy to write additional out of the money put options on both the Brussels and US listings of Anheuser-Busch InBev [2]

Group 1 - Timberland Bancorp (NASDAQ: TSBK) has a robust balance sheet and a loan book with a low amount of loans past due, making it an attractive investment opportunity [1] - The investment group European Small Cap Ideas focuses on high-quality small-cap investment opportunities in Europe, emphasizing capital gains and dividend income for continuous cash flow [1] - The group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1]

Group 1 - BOK Financial is perceived as a lender with high exposure to the energy sector, prompting a closer examination of its balance sheet [1] - The investment group European Small Cap Ideas focuses on high-quality small-cap investment opportunities in Europe, emphasizing capital gains and dividend income [1] - The group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1] Group 2 - The article does not provide any specific financial data or performance metrics related to BOK Financial or the investment group [1]