Core Insights - The article discusses a positive outlook on Sandoz (SDZNY, SDZXF) and highlights the opportunity to invest following a share price dip due to US tariffs [1] Group 1: Company Overview - Sandoz is positioned as a key player in the pharmaceutical industry, particularly in the small-cap segment, which is emphasized for its potential for capital gains and dividend income [1] - The investment strategy focuses on a balanced portfolio that includes both dividend and growth stocks, catering to long-term investors [1] Group 2: Investment Strategy - The investment group European Small Cap Ideas provides exclusive research on European investment opportunities, particularly in high-quality small-cap stocks [1] - Features of the investment group include two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1]

Core Viewpoint - Affinity Bancshares, Inc. (AFBI) is focusing on improving its financial performance and has initiated a share buyback program after a failed sale attempt [1] Company Summary - AFBI is the holding company for Affinity Bank located in Georgia [1] - The bank's strategy includes enhancing financial performance while actively repurchasing its own shares [1] Investment Insights - The Investment Doctor emphasizes a balanced portfolio of dividend and growth stocks, particularly in the European small-cap sector [1] - The investment group European Small Cap Ideas provides exclusive research on European investment opportunities, focusing on high-quality small-cap ideas that offer capital gains and dividend income [1] - The group features two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1]

Core Insights - Landmark Bancorp (LARK) has not yet published its fourth-quarter results, prompting an analysis of its previous quarterly performance to update the investment thesis [1] Company Overview - The Investment Doctor focuses on European small-cap stocks with a 5-7 year investment horizon, advocating for a portfolio that includes both dividend and growth stocks [1] - The investment group European Small Cap Ideas provides exclusive access to actionable research on attractive Europe-focused investment opportunities [1] Investment Strategy - The emphasis is on high-quality small-cap ideas, targeting capital gains and dividend income for continuous cash flow [1] - The group features two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1]

Core Viewpoint - The article emphasizes the importance of a diversified investment portfolio that includes both dividend and growth stocks, particularly focusing on European small-cap opportunities with a long-term investment horizon of 5-7 years [1]. Group 1: Investment Strategy - The investment group European Small Cap Ideas is dedicated to providing exclusive research on attractive investment opportunities in Europe, particularly in the small-cap sector [1]. - The focus is on high-quality small-cap ideas that offer potential for capital gains and dividend income, ensuring continuous cash flow for investors [1]. Group 2: Portfolio Features - The investment group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, which are designed to cater to different investment strategies [1]. - Weekly updates and educational content are provided to help investors learn more about European investment opportunities [1]. - An active chat room is available for discussions regarding the latest developments in the portfolio holdings, fostering community engagement among investors [1].

Company Overview - NewtekOne, Inc. (NEWT) is the holding company of Newtek Bank, which specializes in issuing SBA loans, particularly SBA 7(a) loans that have a principal and interest guarantee ranging from 50% to 90% from the Small Business Administration [1] Investment Focus - The Investment Doctor emphasizes a portfolio strategy that includes a mix of dividend and growth stocks, targeting a 5-7 year investment horizon [1] - The investment group European Small Cap Ideas, led by The Investment Doctor, provides exclusive access to actionable research on European small-cap investment opportunities [1] Portfolio Features - The group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content on European investment opportunities [1] - An active chat room is available for discussions regarding the latest developments of the portfolio holdings [1]

Group 1 - The article emphasizes the importance of a diversified portfolio consisting of both dividend and growth stocks, particularly focusing on European small-cap investments with a 5-7 year investment horizon [1] - The investment group European Small Cap Ideas provides exclusive access to actionable research on appealing Europe-focused investment opportunities, highlighting high-quality ideas in the small-cap space [1] - The features of the investment group include two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1]

Core Viewpoint - The article emphasizes the importance of a diversified investment portfolio that includes both dividend and growth stocks, particularly focusing on European small-cap companies with a 5-7 year investment horizon [1]. Group 1: Investment Strategy - The investment group European Small Cap Ideas is dedicated to providing exclusive access to actionable research on attractive Europe-focused investment opportunities [1]. - The strategy highlights high-quality ideas in the small-cap sector, aiming for capital gains and dividend income to ensure continuous cash flow [1]. Group 2: Portfolio Features - The investment group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio [1]. - Weekly updates and educational content are provided to enhance understanding of European investment opportunities [1]. - An active chat room is available for discussions regarding the latest developments of the portfolio holdings [1].

Group 1 - The article expresses optimism about Hawthorn Bancshares (HWBK), a regional bank based in Missouri, particularly focusing on the evolution of its net performance [1] - The Investment Doctor emphasizes a balanced investment portfolio consisting of both dividend and growth stocks, targeting European small-cap opportunities with a 5-7 year investment horizon [1] - The investment group European Small Cap Ideas provides exclusive research on European investment opportunities, focusing on high-quality small-cap ideas that offer capital gains and dividend income [1] Group 2 - The article does not contain any disclosures regarding stock positions or plans to initiate positions in the mentioned companies [2] - There are no recommendations or advice provided regarding the suitability of investments for particular investors, and past performance is not indicative of future results [3]

Group 1 - The article expresses optimism about Hawthorn Bancshares (HWBK), a regional bank based in Missouri, particularly focusing on the evolution of its net performance [1] - The Investment Doctor emphasizes a balanced investment portfolio consisting of both dividend and growth stocks, targeting European small-cap opportunities with a 5-7 year investment horizon [1] - The investment group European Small Cap Ideas provides exclusive research on European investment opportunities, focusing on high-quality small-cap ideas that offer capital gains and dividend income [1] Group 2 - The article does not contain any disclosures related to stock positions or business relationships with the companies mentioned [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that no specific investment recommendations are provided [3]

Group 1 - The CLO market is considered interesting, but there is a preference for securities higher up in the capital stack over CLO equity investments [1] - Pearl Diver Credit Company (PDCC) specializes in CLO equity investments [1] - The Investment Doctor emphasizes a mixed portfolio of dividend and growth stocks, focusing on European small-caps with a 5-7 year investment horizon [1] Group 2 - The investment group European Small Cap Ideas provides exclusive access to actionable research on European investment opportunities [1] - The focus is on high-quality small-cap ideas, emphasizing capital gains and dividend income for continuous cash flow [1] - Features of the investment group include two model portfolios, weekly updates, educational content, and an active chat room for discussions [1]