Core Insights - FLINT Corp. has secured new contract awards and renewals estimated to generate approximately $451 million in backlog work, in addition to the previously announced $320 million [1][2] - About 30% of the new work is expected to be executed in 2026, with the remainder scheduled for 2027-2031 [1] Group 1: Financial Performance - The total backlog now reflects a significant increase, reinforcing customer confidence in FLINT's capabilities [2] - The new contracts span across core service lines and extend through 2031, indicating a strong long-term outlook for the company [2] Group 2: Operational Commitment - The company emphasizes its commitment to disciplined execution, safety, and operational excellence while collaborating with customers and stakeholders [3] - FLINT aims to deliver innovative solutions and expand its impact across the energy and industrial sectors [7] Group 3: Company Overview - FLINT Corp. has over 100 years of experience providing solutions for various markets, including Oil & Gas, Petrochemical, Mining, and more [4] - The company offers a range of services such as construction, maintenance, and environmental services, strategically located across Canada [4]

Core Viewpoint - The comparison between Omega Healthcare Investors and Brookfield Infrastructure Partners highlights the strengths and weaknesses of both companies across various financial metrics, suggesting that while Omega Healthcare Investors excels in profitability and dividends, Brookfield Infrastructure Partners shows stronger growth potential and analyst support [1][11]. Profitability - Omega Healthcare Investors has a net margin of 46.83%, return on equity of 10.72%, and return on assets of 5.29% [2] - In contrast, Brookfield Infrastructure Partners has a net margin of 3.70%, return on equity of 2.74%, and return on assets of 0.75% [2] Dividends - Omega Healthcare Investors pays an annual dividend of $2.68 per share with a dividend yield of 6.1%, while Brookfield Infrastructure Partners pays $1.72 per share with a yield of 4.9% [3] - Omega Healthcare Investors has a payout ratio of 149.7%, indicating potential sustainability issues, whereas Brookfield Infrastructure Partners has a payout ratio of 256.7% [3] - Brookfield Infrastructure Partners has increased its dividend for 18 consecutive years, but Omega Healthcare Investors is considered the better dividend stock due to its higher yield and lower payout ratio [3] Valuation and Earnings - Omega Healthcare Investors has gross revenue of $1.05 billion, a price/sales ratio of 12.37, net income of $406.33 million, earnings per share (EPS) of $1.79, and a price/earnings ratio of 24.58 [5] - Brookfield Infrastructure Partners has gross revenue of $21.04 billion, a price/sales ratio of 0.76, net income of $351.00 million, EPS of $0.67, and a price/earnings ratio of 52.04 [5] - Omega Healthcare Investors has higher earnings but lower revenue compared to Brookfield Infrastructure Partners, and it is trading at a lower price-to-earnings ratio, indicating it is more affordable [6] Risk and Volatility - Omega Healthcare Investors has a beta of 0.56, indicating it is 44% less volatile than the S&P 500 [7] - Brookfield Infrastructure Partners has a beta of 1.09, suggesting it is 9% more volatile than the S&P 500 [7] Insider and Institutional Ownership - 65.3% of Omega Healthcare Investors shares are owned by institutional investors, while 57.9% of Brookfield Infrastructure Partners shares are held by institutional investors [8] - 1.5% of Omega Healthcare Investors shares are owned by company insiders, indicating strong institutional ownership which suggests confidence in long-term performance [8] Analyst Recommendations - Omega Healthcare Investors has a consensus target price of $46.44, indicating a potential upside of 5.56%, while Brookfield Infrastructure Partners has a target price of $41.25, suggesting a potential upside of 18.30% [10] - Omega Healthcare Investors has a rating score of 2.50, while Brookfield Infrastructure Partners has a score of 2.89, indicating a stronger consensus rating for Brookfield [10]

Group 1 - The core viewpoint of the article emphasizes the proposal by the Anhui Provincial Committee to develop the 15th Five-Year Plan for national economic and social development, focusing on building a modern infrastructure system [1] - The plan includes the construction of new-type infrastructure with a proactive layout, accelerating the development of information communication networks, low-altitude intelligent networks, and road-based autonomous driving infrastructure [1] - It also highlights the importance of advancing the large-scale deployment and application innovation of IPv6, as well as updating and digitizing traditional infrastructure [1]

Core Insights - B & T Capital Management initiated a new investment in iShares Trust - iShares Global Infrastructure ETF, valued at approximately $6.41 million, representing about 1.02% of its total reportable U.S. equity assets of approximately $630.41 million [2][11] Company Overview - The iShares Global Infrastructure ETF has a market capitalization of $8.39 billion and aims to provide targeted exposure to leading infrastructure companies worldwide [6] - The fund has an Assets Under Management (AUM) of $8.96 billion, a price of $62.36 as of November 11, 2025, and a dividend yield of 2.94% [4][8] - The fund reported a 1-year total return of 18.71%, outperforming the S&P 500 by 4.90 percentage points [8][12] Investment Strategy - The ETF seeks to track the performance of large global infrastructure companies by investing at least 80% of its assets in index constituents and similar investments [9] - The portfolio primarily consists of equities from large infrastructure companies in both developed and emerging markets, structured as a passively managed ETF [9][10] Recent Developments - The acquisition of 104,940 shares places the iShares Global Infrastructure ETF outside the fund's top five holdings, with the top holdings including NASDAQ: QQQ and NASDAQ: VIGI [8][11] - The fund has a relatively high expense ratio of 0.39%, but its performance justifies the cost given its 1-year total return [12]

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the economic activity data from China for November, highlighting significant misses in market expectations across various sectors, particularly retail sales and industrial production [1][2][3]. Core Insights and Arguments 1. **Industrial Production (IP)** - IP growth decreased to **4.8% year-on-year** in November from **4.9%** in October, falling short of forecasts (GS: **5.1%**, Bloomberg consensus: **5.0%**) [2][8]. - Sequentially, IP showed a **0.5% month-on-month** increase after seasonal adjustment, contrasting with a **-0.4%** decline in October [8]. - The slowdown in IP was primarily driven by reduced output in the automobile and utilities sectors, which outweighed gains in special equipment and pharmaceuticals [8]. 2. **Fixed Asset Investment (FAI)** - FAI contracted by **-2.6% year-to-date** year-on-year in November, worsening from **-1.7%** in October [3][9]. - On a single-month basis, FAI fell by **-10.7% year-on-year** in November, slightly improving from **-11.4%** in October [9]. - The decline in FAI is attributed to statistical corrections by the NBS and ongoing issues in the property sector [9]. 3. **Retail Sales** - Retail sales growth significantly slowed to **1.3% year-on-year** in November, down from **2.9%** in October, missing expectations (GS: **2.3%**, consensus: **2.9%**) [6][11]. - The decline was broad-based, with notable drops in auto sales (-8.3%) and home appliances (-19.4%) [11]. - The earlier start of the "Double 11" Online Shopping Festival distorted demand, pulling some sales from November into October [11]. 4. **Services Industry Output** - The Services Industry Output Index growth moderated to **4.2% year-on-year** in November from **4.6%** in October, indicating a slowdown in the services sector [12]. 5. **Property Market** - The property market continued to show weakness, with new home starts and completions contracting by **-27.6%** and **-25.3%** year-on-year, respectively [13]. - Property sales volume fell by **-17.0%** and value by **-24.6%** in November, reflecting ongoing challenges in the sector [13]. 6. **Labor Market** - The nationwide unemployment rate remained stable at **5.1%** in November, with the youth unemployment rate for ages 16-24 declining slightly to **17.3%** [14]. 7. **GDP Growth Forecast** - Incorporating October-November data, there is a small downside risk to the Q4 real GDP growth forecast of **4.5% year-on-year**, with a sequential improvement in December activity needed to achieve a **5%** full-year growth [15]. Additional Important Insights - The report emphasizes that the recent slump in economic indicators should not be over-interpreted, as statistical corrections have played a significant role alongside fundamental economic challenges [1][9]. - The data reflects broader economic trends in China, including the impact of "anti-involution" policies and a prolonged downturn in the property market, which are critical for investors to consider [1][9].

Core Viewpoint - Ferrovial SE is implementing a new share repurchase program to support future projects, following the termination of its previous program, reflecting its commitment to strategic growth and sustainability [1][2]. Group 1: Share Repurchase Program - The existing share repurchase program was terminated, which began on June 2, 2025 [1]. - A new share repurchase program has been authorized with a maximum investment limit of €800 million, aiming to acquire up to 15 million shares, approximately 2.04% of the issued share capital [3]. - The new program will run from December 15, 2025, to October 15, 2026, with Goldman Sachs engaged to execute the purchases independently [4]. Group 2: Financial Performance and Market Position - Ferrovial's stock was downgraded to a "Market Perform" rating by Bernstein on December 10, 2025, with the stock price at $66.45 at that time [5]. - Currently, the stock price is $66.76, showing a slight increase of 0.01% or $0.01, with a trading range between $65.85 and $67.54 [5]. - The company's market capitalization is approximately $48.14 billion, with a trading volume of 1,116,255 shares [5].

Let's welcome in Big Technologies, Alex Canowitz, also a CNBC contributor. It's nice to see you. I appreciate you joining us.What does this story of this delay, even denied, mean to you. >> Well, Scott, you opened up the show talking about how there's AI anxiety, and I think that's exactly the case. Right now the market is they believe market and investors believe that the AI buildout will continue a pace and that the numbers that have been shown will be close to what's delivered and any little blip in that ...

Core Viewpoint - Duff & Phelps Utility and Infrastructure Fund Inc. has authorized a series of dividend payments, maintaining a consistent distribution rate of $0.07 per share, supported by a managed distribution plan established in 2015 [1][2]. Dividend Payment Details - The Fund will pay dividends of $0.07 per share on the following dates: January 30, 2026; February 27, 2026; and March 31, 2026, with payable dates on February 10, 2026; March 10, 2026; and April 10, 2026 [1]. - The managed distribution plan allows the Fund to distribute all available investment income to shareholders, and if investment income is insufficient, it will utilize realized capital gains or return of capital to maintain the distribution level [1]. Distribution Sources - For November 2025, the estimated sources of the $0.07 total distribution per share are as follows: - Net Investment Income: $0.034 (48.7%) - Net Realized Long Term Capital Gains: $0.036 (51.3%) - No contributions from Net Realized Short Term Capital Gains or Return of Capital [1][2]. Fund Performance Metrics - As of November 28, 2025, the average annual total return on NAV for the past five years is 11.94%, with an annualized current distribution rate of 5.68% as a percentage of NAV [2]. - The cumulative total return on NAV for the fiscal year is 4.16%, and cumulative fiscal year distributions as a percentage of NAV stand at 0.47% [2]. Fund Overview - Duff & Phelps Utility and Infrastructure Fund Inc. is a closed-end investment management company focused on achieving total return primarily through high current income and capital appreciation, investing mainly in equities of domestic and foreign utilities and infrastructure providers [4][5]. - The Fund typically invests at least 80% of its total assets in dividend-paying equity securities within the utility and infrastructure sectors, which include electric, gas, water, telecommunications, and midstream energy [5]. Investment Adviser Profile - Duff & Phelps Investment Management Co. is a boutique investment manager specializing in listed real asset strategies, part of Virtus Investment Partners, Inc. The firm has a long history dating back to 1932 and focuses on active portfolio management and customized investment strategies [6].

least I could do is like you know wear less wear clothes because my story isn't stitched into the clothes in fact it's stitched into every phase that I've taken that brought me here and um let me ask you one thing how many of you have joined engineering um let's say out of family any hands raised I think it's a big number uh don't worry I'm also that confused keep as well um I mean I'm fascinated of computers from childhood like I would say full standard and my loving mom wants me to become a doctor and she ...

Core Viewpoint - Sterling Infrastructure Inc. (NASDAQ:STRL) is recognized as a strong investment opportunity by Wall Street analysts, with a Strong Buy rating and an average price target of $455, indicating a 39.05% upside potential from current levels [1]. Group 1: Market Position and Performance - Sterling Infrastructure holds a dominant position in the US data center market, which has contributed to its impressive 6.2% revenue growth over the past year [2]. - The company has a proven track record of completing projects ahead of schedule, further enhancing its reputation in the industry [2]. Group 2: Growth Opportunities - In addition to its data center growth, Sterling Infrastructure has a robust pipeline that includes site development for semiconductor, food processing, and liquid natural gas customers [3]. - The company's expansion into new markets, such as Texas, is expected to further strengthen its growth trajectory [3]. Group 3: Company Overview - Sterling Infrastructure specializes in E-infrastructure, Transportation, and Building Solutions, providing advanced site development services for various sectors including data centers, manufacturing, e-commerce distribution centers, and power generation [4].