Group 1 - The Conservative Income Portfolio focuses on value stocks with high margins of safety and aims to reduce volatility through well-priced options [1] - The Enhanced Equity Income Solutions Portfolio is designed to generate yields of 7-9% while minimizing volatility [1] - LMP Capital and Income Fund Inc seeks global investment opportunities in companies with strong fundamentals and a clear market advantage [2] Group 2 - The Covered Calls Portfolio aims for lower volatility income investing with an emphasis on capital preservation [2] - The fixed income portfolio targets securities with high income potential and significant undervaluation compared to peers [2] - Trapping Value consists of analysts with over 40 years of combined experience in generating options income while focusing on capital preservation [3]

Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields .We passed on both the common shares and the debentures the last time we covered Diversified Royalty Corp. (TSX: DIV:CA ). The price of the common shares had declined, makingTrapping Value provides Covered Calls, and Pref ...

Group 1 - The Conservative Income Portfolio aims to target value stocks with high margins of safety while reducing volatility through well-priced options [1] - The Enhanced Equity Income Solutions Portfolio is designed to generate yields of 7-9% while minimizing volatility [1] - The Covered Calls Portfolio focuses on lower volatility income investing with an emphasis on capital preservation [2][3] Group 2 - Trapping Value consists of a team of analysts with over 40 years of combined experience in generating options income and capital preservation [3] - The investment group operates the Conservative Income Portfolio in collaboration with Preferred Stock Trader, featuring two income-generating portfolios and a bond ladder [3]

MEMPHIS, Tenn., July 1, 2025 /PRNewswire/ -- First Horizon Bank, the banking subsidiary of First Horizon Corporation (NYSE: FHN or "First Horizon"), is proud to be recognized on the Forbes list of America's Best-In-State Banks 2025. This coveted banking industry award, presented in collaboration with Statista, showcases the institutions most valued by residents in each state. Forbes Best In-State Banks 2025 The ranking is based on an independent survey of more than 26,000 customers in the U.S. Bank eva ...

Fundamental Equity Fund增长3.1%。 Citadel Global Fixed Income Strategy（城堡全球固收策略）增长5%。 至6月1日，城堡资产管理规模为660亿美元。（CNBC） Ken Griffin创立的城堡证券一系列对冲基金在2025年上半年获得正回报。 Wellington Fund上半年资产管理规模扩大2.5%。 Citadel Tactical Fund（城堡战术基金）增长6.1%。 ...

Core Insights - Cohen & Company Securities, LLC has officially changed its name from J.V.B. Financial Group, LLC to align more closely with its parent company, Cohen & Company Inc. [2][3] - The name change is part of a broader strategy to create a consistent brand identity and leverage the reputation of the Cohen name in the financial services industry [3][6] - The company has expanded its capabilities by adding 18 professionals in sales, trading, and technology, enhancing its service offerings to middle market clients [4][5] - Cohen & Company Securities has launched a SPAC-focused equity trading desk and has become a leading advisor for de-SPAC transactions [5][6] - As of March 31, 2025, Cohen & Company managed approximately $2.3 billion in assets, primarily in fixed income assets across various classes [7] Company Overview - Cohen & Company Securities specializes in securities financing and the sales and trading of fixed income securities, operating as a division of Cohen & Company [6] - The Capital Markets segment of Cohen & Company includes fixed income sales, trading, gestation repo financing, and advisory services, primarily through its subsidiaries [7] - The Asset Management segment manages assets through various investment vehicles, while the Principal Investing segment focuses on investments related to its SPAC franchise [7]

Group 1 - The Conservative Income Portfolio targets value stocks with high margins of safety and aims to reduce volatility through well-priced options [1] - The Enhanced Equity Income Solutions Portfolio is designed to generate yields of 7-9% while minimizing volatility [1] - Sunbelt is noted to be lagging behind other regions in terms of fundamentals [1] Group 2 - Trapping Value is a team of analysts with over 40 years of combined experience in generating options income and focusing on capital preservation [2] - The Conservative Income Portfolio is run in partnership with Preferred Stock Trader and features two income-generating portfolios along with a bond ladder [2]

Group 1 - The Conservative Income Portfolio targets high-value stocks with significant margins of safety and aims to reduce volatility through well-priced options [1] - The Enhanced Equity Income Solutions Portfolio is designed to generate yields of 7-9% while minimizing volatility [1] - Brookfield Renewable Partners (NYSE: BEP) has been upgraded to a Buy, with a preference for common units over preferred shares [1] Group 2 - Trapping Value offers Covered Calls and focuses on capital preservation through lower volatility income investing [2] - The fixed income portfolio emphasizes purchasing securities with high income potential and significant undervaluation compared to peers [2] - Trapping Value consists of a team of analysts with over 40 years of combined experience in generating options income while prioritizing capital preservation [3] Group 3 - The investing group Conservative Income Portfolio collaborates with Preferred Stock Trader and features two income-generating portfolios along with a bond ladder [3] - BEP.UN has covered calls with a strike price of $33.00 CAD [5]

Intercontinental Exchange ( ICE ) operates exchanges and provides fixed income and mortgage services for financial institutions. I anticipate the company to sustain growth momentum in future trading volumes in FY25. I am initiating with a ‘buy’ rating with a fair valueAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinio ...

Core Insights - The Conservative Income Portfolio aims to target value stocks with high margins of safety while reducing volatility through well-priced options [1][2] - The Enhanced Equity Income Solutions Portfolio is designed to generate yields of 7-9% while minimizing volatility [1] - Greystone Housing Impact Investors LP (GHI) has been a focus for analysts, indicating potential investment interest [1] Investment Strategies - The Covered Calls Portfolio is structured to provide lower volatility income investing with an emphasis on capital preservation [1] - The fixed income portfolio is focused on acquiring securities that offer high income potential and are significantly undervalued compared to peers [1][2] - Trapping Value, with over 40 years of combined experience, emphasizes options income generation while prioritizing capital preservation [2]