Group 1 - The article discusses a shift in investment focus towards quality, publicly traded preferred stocks due to perceived overvaluation in common stocks [1] - There is an increased exposure to fixed-income instruments as part of the investment strategy [1] - The investing group Trade With Beta offers features such as frequent picks for mispriced preferred stocks, weekly reviews of over 1200 equities, IPO previews, and hedging strategies [1] Group 2 - The article emphasizes that past performance is not indicative of future results and does not provide specific investment recommendations [2] - It clarifies that Seeking Alpha's analysts are third-party authors, which may include both professional and individual investors without necessary licensing [2]

Group 1 - The BlackRock Multi-Sector Income Trust (NYSE: BIT) has not been covered for almost a year, previously being a holding of the company [1] - The fund successfully navigated 2022 by utilizing interest rate hedges [1] - Binary Tree Analytics (BTA) focuses on providing transparency and analytics in capital markets, particularly in CEFs, ETFs, and Special Situations [1] Group 2 - BTA aims to deliver high annualized returns with a low volatility profile [1] - The company has over 20 years of investment experience and has a background in investment banking cash and derivatives trading [1]

Group 1 - The current market environment is characterized by overvalued common stocks, prompting a shift in focus towards high-quality, publicly traded preferred stocks [1] - There is an increased exposure to fixed income instruments as a strategic response to market conditions [1] - The investing group Trade With Beta offers features such as frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, and hedging strategies [1]

Group 1 - Alaris Equity Partners Income Trust has declared a trust distribution of $0.34 per trust unit for Q2 2025, which annualizes to $1.36 per unit [1] - The distribution is scheduled to be paid on July 15, 2025, to unitholders of record on June 30, 2025 [1] Group 2 - Alaris invests in a diversified group of private businesses primarily through structured equity, aiming to deliver stable and predictable returns to unitholders [2] - The strategy includes common equity positions to align returns with the founders of Private Company Partners [2]

RYE, N.Y., May 14, 2025 (GLOBE NEWSWIRE) -- The Board of Trustees of The Gabelli Global Utility & Income Trust (NYSE American: GLU) (the “Fund”) approved the continuation of its policy of paying fixed monthly cash distributions. The Board of Trustees declared cash distributions of $0.10 per share for each of July, August, and September 2025. Distribution Month Record Date Payable Date Distribution Per Share July July 17, 2025 July 24, 2025 $0.10 August August 15, 2025 August 22, 2025 $0.10 September Septem ...

Core Viewpoint - The Gabelli Dividend & Income Trust has approved the continuation of its fixed monthly cash distribution policy, declaring a distribution of $0.14 per share for July, August, and September 2025, while increasing the annual distribution by 27% to $1.68 per share [1][2]. Distribution Details - The distribution schedule is as follows: - July: Record Date - July 17, 2025; Payable Date - July 24, 2025; Distribution - $0.14 [2] - August: Record Date - August 15, 2025; Payable Date - August 22, 2025; Distribution - $0.14 [2] - September: Record Date - September 16, 2025; Payable Date - September 23, 2025; Distribution - $0.14 [2] Strategic Evaluation - The Board of Trustees is continuously evaluating potential strategic opportunities for the Fund, considering the current attractive environment for investing in broader equity markets [2]. Distribution Monitoring - The Board reviews potential distributions quarterly, taking into account the Fund's net asset value and financial market conditions. An adjusting distribution may be paid in December if necessary to meet minimum distribution requirements [3]. Tax Implications - Distributions may be treated as long-term capital gains or qualified dividend income, subject to federal income tax rates. Certain shareholders may also incur a 3.8% Medicare surcharge on net investment income [4]. Earnings and Return of Capital - If the Fund does not generate sufficient earnings to cover distributions, the excess amount may be considered a return of capital, which is generally not taxable and reduces the shareholder's cost basis [5]. Distribution Composition - For 2025, distributions to common shareholders are estimated to consist of approximately 13% from net investment income and 87% from net capital gains, with final determinations made after year-end [6]. Fund Overview - The Gabelli Dividend & Income Trust is a diversified, closed-end management investment company with total net assets of $3.0 billion, focusing on high total return with an emphasis on dividends and income [8].

Core Viewpoint - GAMCO Natural Resources, Gold & Income Trust is exploring a tax benefit preservation plan to protect its capital loss carryforwards, which currently exceed $74 million, from potential impairment due to ownership changes [1][2][3]. Group 1: Tax Benefit Preservation Plan - The proposed plan aims to mitigate the risk of substantial impairment to the Fund's capital loss carryforwards (CLCFs) that could arise from an "ownership change" as defined by Section 382 of the Internal Revenue Code [3]. - An "ownership change" occurs if the Fund's "5% stockholders" increase their ownership by more than 50 percentage points over a rolling three-year period, which would limit the Fund's ability to utilize its CLCFs [3]. - The plan would discourage shareholders from accumulating beneficial ownership of 4.9% or more without Board approval, thereby protecting the Fund's tax benefits [4]. Group 2: Implementation Details - If adopted, the Fund would implement the tax benefit preservation plan by issuing rights to common shareholders, which would become exercisable if certain ownership thresholds are exceeded [5]. - The final terms of the plan will be determined by the Board and announced publicly upon adoption, although there is no guarantee that the plan will be adopted or effective in preventing an ownership change [6]. Group 3: Fund Overview - GAMCO Natural Resources, Gold & Income Trust is a diversified, closed-end management investment company with total net assets of $146 million, primarily investing in equity securities of gold and natural resources companies [9]. - The Fund's primary investment objective is to provide a high level of current income, primarily through writing covered call options on its portfolio securities [9].

Core Points - The Gabelli Global Utility & Income Trust has approved additional put dates for Series B Preferred shareholders, with an annual dividend rate of 5.20% [1][2] - Shareholders can put their shares to the Fund during specified 60-day periods until June 26, 2027, after which the shares will become perpetual [2] - The Series B Preferred Shares were issued at $50.00 per share on December 19, 2018, and are callable at the same liquidation value plus accrued dividends [2][3] Company Overview - The Gabelli Global Utility & Income Trust is a diversified, closed-end management investment company with total net assets of $122 million, focusing on after-tax total return and tax-advantaged dividend income [4] - The Fund is managed by Gabelli Funds, LLC, a subsidiary of GAMCO Investors, Inc. [4]