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Yield Hunting Part 27: Secure Above 8% Yield With Great Elm Capital's Baby Bonds
Seeking Alpha· 2025-07-12 15:30
Group 1 - The article discusses the performance of business development companies (BDCs), noting that while many have seen a decline in value, some stronger players have remained stable and continue to offer attractive yields [1] - The focus is on short-duration, high-yield investments, highlighting the potential for mispriced preferred stocks and baby bonds [1] - The service mentioned includes features such as frequent investment picks, weekly reviews of over 1200 equities, IPO previews, and hedging strategies [1] Group 2 - The article emphasizes the importance of active investor participation and the availability of a chat room for discussions among sophisticated traders and investors [1] - It mentions that the analyst has a beneficial long position in the shares of GECCI, indicating a personal investment interest [1]
Stolt-Nielsen: Beneficial EBITDA Guidance, Stock Repurchases, And Quite Undervalued
Seeking Alpha· 2025-07-12 10:32
Like the common kingfisher or Alcedo Atthis searches for small fish, I research small, and medium cap companies in Europe, the United States, and South America. You can find a common kingfisher in my profile.With close to 14 years in the financial industry, I worked for an equity research firm in NY, one investment fund in Mexico, and one investment bank in Ireland. Right now, I am a private investor. I usually cover mature industries such as mining, oil and gas, real estate, and others. I do not invest in ...
X @Unipcs (aka 'Bonk Guy') 🎒
RT Aria🫐 (@Jeyyderh)i stopped seeing a guy a while back cuz 100% of his crypto investments was in Uselesscoin he just texted me this im sick to my stomach honestly https://t.co/5AaXiK18SM ...
NBA Hall of Fame inductee Grant Hill talks sport investing at American Century Golf Tournament
CNBC Television· 2025-07-10 22:18
>> Welcome back to Fast Money the American Century celebrity golf tournament at South Lake Tahoe Nevada tees off tomorrow CNBC. S Dominic Chu has the hardest assignment today. He's sitting down with NBA Hall of Famer and Atlanta Hawks co-owner Grant Hill, one of seven newcomers at this year's tournament.Dom must be hard to sit there all day and work at that tournament. No. >> No tough assignment for sure, especially with this backdrop.But as you point out, Grant Hill, NBA Hall of Famer and now an astute bus ...
Nebius: Positioning For Massive Moves
Seeking Alpha· 2025-07-10 21:07
The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...
X @Investopedia
Investopedia· 2025-07-10 02:00
Senators Bill Cassidy and Tim Kaine proposed creating an additional fund for Social Security that would be invested in stocks and other investments in hopes of generating returns. https://t.co/HAAQJzeqhx ...
Real ROI is being driven by AI investments, says FirstMark's Heitzmann
CNBC Television· 2025-07-08 20:07
>> All right. Welcome back. After a couple years of little activity, the IPO markets picked up with several companies seeing strong debuts.Is it a sign of even better things to come in the months ahead. Let's ask Rick Heitzmann. He's the first Smart Capital founder and partner, and he's with us here at post nine.It's good to see you, man. >> Hey, thanks for having me back. >> What is this, like, an awakening.>> Finally the thawing. There was a gradual thaw last time I was here. I said, hey, there's going to ...
X @The Wall Street Journal
From @WSJopinion: Educational institutions will face different kinds of risks, but the direction of adjustments seems clear. The advantages of allocating a large share of the endowment to illiquid investments have diminished, writes Burton G. Malkiel. https://t.co/rUDlOdPN3w ...
高盛-中国策略:奏响中国现金交响曲的回报乐章
Goldman Sachs· 2025-07-07 15:45
Investment Rating - The report indicates a positive outlook for cash returns in the Chinese market, with expectations for aggregate dividends and buybacks to reach Rmb3.0tn and Rmb0.6tn respectively in 2025, reflecting a year-on-year growth of 10% and 35% [1][11]. Core Insights - Chinese listed companies are experiencing record-high cash returns, driven by strong policy support and conservative cash return practices, with a significant increase in dividends and buybacks anticipated in the coming years [1][11]. - The report highlights a preference among investors for "Old China" companies that prioritize shareholder returns, with a correlation between cash spending on dividends/buybacks and increased company valuations [2][45]. - There is a growing appetite for cash return strategies among various types of Chinese investors, as these strategies are perceived as offering superior returns compared to bonds in a low-interest rate environment [3][53]. Summary by Sections Cash Returns Growth - Following the "Nine Measures" policy released in April 2024, over 4300 companies recorded Rmb2.7tn in dividends in 2024, with a dividend payout ratio of 39%, up from 37% in 2023 [11][12]. - The expectation for total dividends in 2025 is Rmb3.0tn, supported by high-single digit earnings growth and an increase in payout ratios [11][12]. Buybacks and Financial Incentives - A-share and offshore companies repurchased approximately Rmb160bn and Rmb300bn worth of shares in 2024, marking increases of 56% and 79% year-on-year [20][31]. - The re-lending program for corporate buybacks has seen strong adoption, with over 620 A-share firms announcing credit agreements totaling Rmb133bn [31][25]. Investment Strategies - The GS China Shareholder Returns Portfolio has been refreshed to include 30 GS-Buy rated companies, which are actively returning capital to shareholders [63][64]. - The GS Chinese Prominent 10 portfolio focuses on large-cap companies investing heavily in growth while also providing decent cash returns, appealing to investors seeking a mix of growth and income [64][65]. Sector Analysis - Companies in traditional sectors like Financials and Utilities tend to favor dividends, while those in New Economy sectors like TMT and Healthcare are more inclined towards buybacks [37][46]. - The report categorizes over 6700 Chinese listed companies into "New China" and "Old China," noting differing investor preferences for capital allocation between these groups [46][45].
X @Ash Crypto
Ash Crypto· 2025-07-06 18:49
🚨 RUMOR 🚨🇺🇸 TRUMP IS PLANNING FOR 0% CAPITAL GAINS TAX ON ALL CRYPTO INVESTMENTS IN THE UNITED STATES. https://t.co/ZId0aUrCFL ...