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Total Return Securities Fund, Inc. Announces Rights Offering
Globenewswire· 2025-08-19 20:10
NEW YORK, Aug. 19, 2025 (GLOBE NEWSWIRE) -- The Board of Directors (the “Board”) of Total Return Securities Fund, Inc. (f/k/a The Swiss Helvetia Fund, Inc.) (the “Fund”) (NYSE: SWZ) announced today that it intends to authorize the issuance of one non-transferable right for each share of the Fund held on a date to be announced to purchase one additional share of the Fund’s common stock at a subscription price of 85% of the net asset value (“NAV”) of the Fund’s shares on the expiration date (unless extended). ...
Here's Why BOK Financial (BOKF) is a Strong Momentum Stock
ZACKS· 2025-07-28 14:51
Core Insights - Zacks Premium provides various tools for investors to enhance their stock market engagement and confidence [1][2] Zacks Style Scores - Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum methodologies, helping investors identify stocks likely to outperform the market in the next 30 days [3][4] - Each stock is rated from A to F, with A indicating the highest potential for outperformance [4] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score [4][5][6][7] Value Score - The Value Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, and Price/Sales [4] Growth Score - The Growth Score assesses stocks based on projected and historical earnings, sales, and cash flow to identify sustainable growth opportunities [5] Momentum Score - The Momentum Score identifies optimal times to invest based on price trends and earnings estimate changes [6] VGM Score - The VGM Score combines the three Style Scores to highlight stocks with attractive value, strong growth forecasts, and positive momentum [7] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks achieving an average annual return of +23.75% since 1988, significantly outperforming the S&P 500 [8][10] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal success [10][11] Company Spotlight: BOK Financial - BOK Financial Corporation is a regional financial services company based in Tulsa, OK, with various operating divisions and subsidiaries [12] - BOKF holds a Zacks Rank of 3 (Hold) and has a VGM Score of B, with a Momentum Style Score of A, reflecting an 8.5% increase in shares over the past four weeks [13][14] - Recent upward revisions in earnings estimates indicate a positive outlook for BOKF, with the Zacks Consensus Estimate rising by $0.20 to $8.34 per share [13]
KBR Investor News: If You Have Suffered Losses in KBR, Inc. (NYSE: KBR), You Are Encouraged to Contact The Rosen Law Firm About Your Rights
GlobeNewswire News Room· 2025-07-25 21:19
Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of KBR, Inc. due to allegations of materially misleading business information issued by KBR [1] Group 1: Investigation Details - The investigation is prompted by KBR's announcement regarding the termination of HomeSafe Alliance's role in the Global Household Goods Contract, which led to a significant drop in KBR's stock price [3] - Following the announcement on June 20, 2025, KBR's stock fell by $3.85 per share, or 7.2%, closing at $48.93 [3] Group 2: Class Action Information - Shareholders who purchased KBR securities may be entitled to compensation through a class action lawsuit, with no out-of-pocket fees due to a contingency fee arrangement [2] - Interested parties can join the class action by submitting a form or contacting the Rosen Law Firm directly [2] Group 3: Rosen Law Firm's Credentials - The Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements and recognition in the field [4] - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [4]
Credit Rating For The Unrated REITs (Part 3): Modiv Industrial
Seeking Alpha· 2025-06-25 16:19
Group 1 - The article provides a detailed analysis of Modiv Industrial, Inc.'s financial position and evaluates the advantages and risks of its preferred stock [1] - Modiv Industrial, Inc. is traded on the NYSE under the symbol MDV, while its preferred stock is traded as MDV.PR.A [1]
Cohen & Steers Closed-End Funds Declare Distributions for July, August and September 2025
Prnewswire· 2025-06-23 21:34
Core Viewpoint - Cohen & Steers Closed-End Funds announced monthly distributions for July, August, and September 2025, detailing specific dividend amounts for each fund [1][2]. Distribution Details - Monthly dividends for the funds are as follows: - Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF): $0.087 - Cohen & Steers Limited Duration Preferred and Income Fund, Inc. (LDP): $0.131 - Cohen & Steers Select Preferred and Income Fund, Inc. (PSF): $0.126 - Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA): $0.134 - Cohen & Steers Total Return Realty Fund, Inc. (RFI): $0.080 - Cohen & Steers Real Estate Opportunities and Income Fund (RLTY): $0.110 - Cohen & Steers REIT and Preferred and Income Fund, Inc. (RNP): $0.136 - Cohen & Steers Quality Income Realty Fund, Inc. (RQI): $0.080 - Cohen & Steers Infrastructure Fund, Inc. (UTF): $0.155 [1]. Payment Schedule - The distribution payment schedule is as follows: - July: Ex-Dividend Date - July 15, 2025; Payable Date - July 31, 2025 - August: Ex-Dividend Date - August 12, 2025; Payable Date - August 29, 2025 - September: Ex-Dividend Date - September 9, 2025; Payable Date - September 30, 2025 [2]. Fund Characteristics - Certain funds, including Cohen & Steers Closed-End Opportunity Fund, Inc. and others, declared monthly distributions under managed distribution plans, allowing for greater flexibility in realizing and distributing long-term capital gains [3]. - Distributions may include net investment income, long-term capital gains, short-term capital gains, and/or return of capital, with the potential for variations based on portfolio and market conditions [5][4]. Tax Implications - Return of capital may be taxed as ordinary income under federal tax regulations, and the character of distributions may vary based on the underlying investments held by the funds [2][4]. Company Overview - Cohen & Steers is a global investment manager specializing in real assets and alternative income, with a focus on listed and private real estate, preferred securities, infrastructure, and commodities [8].
Creative Realities, Inc. (CREX) Shows Fast-paced Momentum But Is Still a Bargain Stock
ZACKS· 2025-06-18 13:51
Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Characteristics - Momentum investing can be risky as stocks may lose momentum when their valuations exceed future growth potential [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum [3] Group 2: Creative Realities, Inc. (CREX) Analysis - CREX has shown significant price increases, with an 80.8% rise over the past four weeks [4] - The stock gained 82.6% over the past 12 weeks, indicating strong long-term momentum [5] - CREX has a beta of 1.33, suggesting it moves 33% more than the market [5] - The stock has a Momentum Score of A, indicating a favorable entry point for investors [6] - CREX has a Zacks Rank 1 (Strong Buy) due to upward revisions in earnings estimates, which attract more investors [7] - The stock is trading at a Price-to-Sales ratio of 0.80, indicating it is undervalued at 80 cents for each dollar of sales [7] Group 3: Investment Opportunities - CREX is identified as a strong candidate for investment, with potential for further price increases [8] - There are additional stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting more investment opportunities [8]
Sprott Focus Trust, Inc. (Nasdaq-FUND) Declares Second Quarter Common Stock Distribution of $0.1280 Per Share
Globenewswire· 2025-06-03 21:00
Core Points - Sprott Focus Trust, Inc. has declared a quarterly distribution of $0.1280 per share, payable on June 30, 2025, to stockholders of record as of June 13, 2025 [1] - The Fund has a Distribution Policy of paying quarterly distributions at an annual rate of 6% based on the rolling average of the prior four calendar quarter-end net asset values (NAVs) [2] - The estimated sources of the upcoming distribution include net investment income, short-term gains, and long-term gains, with specific allocations detailed [3] Distribution and Performance Information - The Fund's average annual total return in relation to NAV for the five-year period ending May 31, 2025, is 11.85%, with an annualized current distribution rate of 1.58% as of the same date [4][5] - Cumulative total return from December 31, 2024, to May 31, 2025, reflects the percentage change in NAV, assuming reinvestment of distributions [6] - The Fund's investment strategy focuses on long-term capital growth, typically investing at least 65% of its assets in equity securities [7]
Cornerstone Strategic Investment Fund, Inc. Announces Completion of Rights Offering
Globenewswire· 2025-05-19 13:15
Group 1 - The Cornerstone Strategic Investment Fund, Inc. completed a one-for-three rights offering, allowing stockholders to purchase one new share for every three rights held, with a subscription price set at $7.30 [1][3] - The Fund received requests for approximately $173 million in shares, indicating strong demand, and anticipates issuing over-subscription shares [2] - The subscription price of $7.30 is higher than the initially estimated price of $6.61, and shares are expected to be issued around May 22, 2025 [3] Group 2 - Cornerstone Strategic Investment Fund, Inc. is a closed-end, diversified management investment company registered with the SEC under the Investment Company Act of 1940 [4] - The Fund is traded on the NYSE American under the symbol "CLM" and is advised by Cornerstone Advisors, LLC, which also advises another closed-end fund, Cornerstone Total Return Fund, Inc. [5]
The Gross Law Firm Reminds Shareholders of a Lead Plaintiff Deadline of June 3, 2025 in Cerevel Therapeutics Holdings, Inc. Lawsuit – ABBV
GlobeNewswire News Room· 2025-05-07 16:35
Core Viewpoint - The Gross Law Firm has issued a notice to shareholders of Cerevel Therapeutics Holdings, Inc. regarding a class action lawsuit related to alleged misleading statements and omissions during a secondary stock offering, which may have artificially deflated the stock price prior to a merger announcement with AbbVie Inc. [1][4] Group 1: Class Action Details - The class period for the lawsuit is from October 11, 2023, to August 1, 2024, and includes shareholders who sold or held shares during this timeframe [3]. - Shareholders are encouraged to register for the class action by June 3, 2025, to potentially be appointed as lead plaintiffs [5]. Group 2: Allegations Against Cerevel - The complaint alleges that Cerevel's October 16, 2023, secondary stock offering documents omitted material facts about AbbVie's interest in acquiring Cerevel at a significantly higher price than the offering price of $22.81 per share [4]. - Bain Capital, Cerevel's controlling shareholder, allegedly acquired shares at an artificially depressed price while possessing nonpublic information about AbbVie's acquisition interest, resulting in a windfall of over $120 million when AbbVie agreed to acquire Cerevel for $45 per share on December 6, 2023 [4]. Group 3: Next Steps for Shareholders - Shareholders who register will be enrolled in a portfolio monitoring software to receive updates on the case's status [5]. - There is no cost or obligation for shareholders to participate in the class action [5].
Here Is Why Bargain Hunters Would Love Fast-paced Mover Stem (STEM)
ZACKS· 2025-05-07 13:51
Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Characteristics - Momentum investing can be risky as stocks may lose momentum when their valuations exceed future growth potential [2] - Investing in bargain stocks with recent price momentum may be a safer approach [3] Group 2: Stem, Inc. (STEM) Analysis - STEM has shown a significant price increase of 46.4% over the past four weeks, indicating growing investor interest [4] - The stock gained 0.1% over the past 12 weeks and has a beta of 1.42, suggesting it moves 42% more than the market [5] - STEM has a Momentum Score of A, indicating a favorable time to invest [6] - The stock has a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which attract more investors [7] - STEM is trading at a Price-to-Sales ratio of 0.54, suggesting it is undervalued at 54 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides STEM, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles [9]