Dominion Energy press release ( D ): Q4 Non-GAAP EPS of $0.68 beats by $0.01 . Revenue of $4.09B (+20.3% Y/Y) beats by $370M . Company announces full-year 2026 operating earnings guidance range of $3.45 to $3.69 per share, midpoint of $3.57 per share vs $3.60 consensus Shares -2% PM. More on Dominion Energy Dominion Energy: Coastal Wind Moving Forward With A Strong Portfolio Dominion Energy: The C...
Dominion Energy press release ( D ): Q4 Non-GAAP EPS of $0.68 beats by $0.01 . Revenue of $4.09B (+20.3% Y/Y) beats by $370M . Company announces full-year 2026 operating earnings guidance range of $3.45 to $3.69 per share, midpoint of $3.57 per share vs $3.60 consensus Shares -2% PM. More on Dominion Energy Dominion Energy: Coastal Wind Moving Forward With A Strong Portfolio Dominion Energy: The Coastal Offshore Wind Speed Bump Earnings week ahead: NVDA, CRM, HD, BIDU, LOW, DELL, SNOW, AMC, ZM, and more Trump administration to appeal court losses on offshore wind rulings Seeking Alpha’s Quant Rating on Dominion Energy
Bangladesh plans to renegotiate its power purchase deal with India’s Adani Power Ltd. in order to seek lower prices, according to people familiar with the matter, marking one of the newly elected government’s first initiatives since taking office last week. The cost of coal used by the Indian power supplier is too high, as is the price of electricity being charged to Bangladesh, said one of the pe...
Bangladesh plans to renegotiate its power purchase deal with India’s Adani Power Ltd. in order to seek lower prices, according to people familiar with the matter, marking one of the newly elected government’s first initiatives since taking office last week. The cost of coal used by the Indian power supplier is too high, as is the price of electricity being charged to Bangladesh, said one of the people, a senior government official. Reopening negotiations with the company is at the top of the agenda for the new government, the person said, who asked not to be identified because the discussions are private. The government hasn’t yet raised the matter with the company, the person said. Rezaul Karim, chairman of the Bangladesh Power Development Board, didn’t respond to calls for comment. A representative for Adani Power said it hasn’t received any communication from the government regarding renegotiations, and it was meeting all its supply obligations under the contract. Adani Power has been supplying electricity to Bangladesh from its coal-fired plant in the Indian state of Jharkhand since 2023. Bangladesh began importing all of the power produced at Adani Power’s 1,600-megawatt unit under a 25-year power purchase agreement negotiated during the reign of then-leader Sheikh Hasina. Hasina was ousted in August 2024 after thousands of mainly young protesters took to the streets demanding she step down. Two months later, Adani Power reduced electricity supply to Bangladesh because of unpaid bills, risking blackouts . The country accumulated billions of dollars in unpaid power bills at the time. Power supplies were returned to normal in March last year. Economic Stability New Prime Minister Tarique Rahman, whose Bangladesh Nationalist Party won a sweeping victory in elections this month, has pledged to restore political and economic stability in the country. Renegotiating the contract may complicate relations with India, which has taken steps to reset ties with Rahman’s gov...
simonbradfield/iStock Unreleased via Getty Images In September 2025, I covered Continental stock ( CTTAY , CTTAF ) with a hold rating. Since then, the stock price has been flat, but we should keep in mind that Continental spun off parts of its business through AUMOVIO as Continental is refocusing its business. In this report, I discuss the performance including AUMOVIO and establish a stock price ...
simonbradfield/iStock Unreleased via Getty Images In September 2025, I covered Continental stock ( CTTAY , CTTAF ) with a hold rating. Since then, the stock price has been flat, but we should keep in mind that Continental spun off parts of its business through AUMOVIO as Continental is refocusing its business. In this report, I discuss the performance including AUMOVIO and establish a stock price target as I am upgrading the stock from hold to buy. Continental Adjusted Price Performance Looks Strong Seeking Alpha If we look at the Seeking Alpha chart, we see that the stock has been flattish. However, that is because it does not take into account the value generated through the spin-off. To get a better understanding of the performance, we look at the sum of Continental and AUMOVIO. The synthetic price consists of Continental share price plus 0.5x AUMOVIO shares per Continental share. That brings the This synthetic price was €55.16 plus half times €39.90, which equals €75.11. Today, that price is €73.42 plus half times €41.18, which equals €94.01. This marks a 25.2% increase in the combined prices with Continental’s spin-off adjusted price performance being 33%. Continental Aims To Become A Pure-Play Tire Company The spin off in September 2025 is part of a broader reshaping of the company. Continental essentially had become a conglomerate with exposure to the automotive industry providing electronics, brakes, sensors and software along with its tire business and ContiTech providing industrial rubber and material solutions. In some way, it makes sense to use the know-how on rubbers for industrial rubbers and dive deeper into the automotive industry to capture more value per car. However, as a result Continental became a company that consisted of different businesses and each of those businesses has its own growth profile. The automotive business is cyclical with volatile margins and high R&D. Tires are the steady cash generators as it also includes premium tires. Cont...
Alexander Tamargo/Getty Images Entertainment JPMorgan Chase ( JPM ) will host a company update event Monday evening, where its CEO Jamie Dimon is expected to make the case for spending $2B a week to drive the bank's future growth, the Financial Times reported. The lender previously forecast that it would spend about $105B this year, up over 9% from a year ago. "We'll be justified by the results," ...
Alexander Tamargo/Getty Images Entertainment JPMorgan Chase ( JPM ) will host a company update event Monday evening, where its CEO Jamie Dimon is expected to make the case for spending $2B a week to drive the bank's future growth, the Financial Times reported. The lender previously forecast that it would spend about $105B this year, up over 9% from a year ago. "We'll be justified by the results," Dimon said in an earnings call last month. "But we're not going to be giving detail on every single thing every single quarter. You're going to have to, as partners, trust me." "We're not going to try to meet some expense target and then 10 years from now, you'd be asking us the question, how did JPMorgan get left behind?" he added. JPMorgan ( JPM ) has consistently invested more than its peers over the last decade and achieved higher returns. The bank reportedly has about $60B of capital more than required by regulators. "The U.S. banking industry is more competitive than any time since before the global financial crisis," said Wells Fargo analyst Mike Mayo, as quoted by FT . "JPMorgan, as the Goliath of Goliaths, is in fighting condition and ready to expand more aggressively." More on JPMorgan Chase JPMorgan Chase: Common And Preferred Shares Diverge In 2026 JPMorgan (JPM) Presents at UBS Financial Services Conference 2026 Transcript JPMorgan: An Attractive Long-Term Idea For Income And Capital Gains JPMorgan Chase says Trump's $5B de-banking suit 'fraudulently' names Dimon
Check out the companies making headlines before the bell. Arcellx — The biotech stock surged 78% after Gilead Sciences said Monday it agreed to acquire Arcellx for $7.8 billion, offering $115 per share in cash at closing and one contingent value right of $5 per share. Arcellx focuses on immunotherapies for patients with cancer and others with incurable diseases. The deal is expected to close in th...
Check out the companies making headlines before the bell. Arcellx — The biotech stock surged 78% after Gilead Sciences said Monday it agreed to acquire Arcellx for $7.8 billion, offering $115 per share in cash at closing and one contingent value right of $5 per share. Arcellx focuses on immunotherapies for patients with cancer and others with incurable diseases. The deal is expected to close in the second quarter. Novo Nordisk , Eli Lilly — Novo Nordisk sank 14% after its weight-loss drug CagriSema failed to match Eli Lilly's in a recent trial. Eli Lilly shares rose nearly 3%. Domino's Pizza — The pizza chain gained 4% after U.S. sales for the fourth quarter grew 3.7%, topping a FactSet consensus estimate of 3.1%. Overall revenue for Q4 also beat expectations, coming in at $1.54 billion versus the $1.52 billion estimate. Fortune Brands Innovations — The stock jumped 4% after The Wall Street Journal reported that investor Ed Garden built a stake in Fortune Brands and seeks to replace the company's incoming CEO. VF Corp — The stock fell about 3.5% after the global apparel, footwear and accessories company was downgraded by JPMorgan. The analysts said that Vans' brand recovery could take considerable time, with sales in wholesalers and direct-to-consumer stores seemingly poised for a double-digit decline.
As details of the death toll for January’s protests continue to emerge, three students explain why they are resisting a return to normality More than 45 days after a brutal January crackdown that left thousands of Iranian protesters dead, students across several universities are protesting again. As Iran’s new academic term began on Saturday, students in Tehran gathered on campus, chanting anti-go...
As details of the death toll for January’s protests continue to emerge, three students explain why they are resisting a return to normality More than 45 days after a brutal January crackdown that left thousands of Iranian protesters dead, students across several universities are protesting again. As Iran’s new academic term began on Saturday, students in Tehran gathered on campus, chanting anti-government slogans, despite a heavy security presence and plainclothes officers stationed outside university gates. The Guardian spoke to protesting students about why they were rallying despite the fact that thousands had been killed and tens of thousands arrested in the January demonstrations. Continue reading...
A lot of people feel that saving for retirement is a difficult thing. But many seniors also struggle to spend their retirement savings once their careers come to an end. And a big reason boils down to a fear of running out of money. If you don't want to put your nest egg at risk of running out in your lifetime, it's important to employ a smart withdrawal strategy. And to that end, the 4% rule coul...
A lot of people feel that saving for retirement is a difficult thing. But many seniors also struggle to spend their retirement savings once their careers come to an end. And a big reason boils down to a fear of running out of money. If you don't want to put your nest egg at risk of running out in your lifetime, it's important to employ a smart withdrawal strategy. And to that end, the 4% rule could make sense. Image source: Getty Images. Continue reading
PhanuwatNandee/iStock via Getty Images Co-authored with Beyond Saving Amidst the daily drama in the markets, municipal bonds have quietly found stability. Municipal bonds tend to correlate most strongly with long-term Treasuries like the 30-year Treasury Rate. The higher the 30-year, the lower the price of municipal bonds. After rocketing up from 2021 to 2024, the 30-year Treasury has found some s...
PhanuwatNandee/iStock via Getty Images Co-authored with Beyond Saving Amidst the daily drama in the markets, municipal bonds have quietly found stability. Municipal bonds tend to correlate most strongly with long-term Treasuries like the 30-year Treasury Rate. The higher the 30-year, the lower the price of municipal bonds. After rocketing up from 2021 to 2024, the 30-year Treasury has found some stability trading in the 4.5%-5% range: Data by YCharts What's next? If we look at the long-term trend, we can see that US Treasuries were on a steady downward trend for nearly 40 years: Data by YCharts At the end, the rapid inflation of 2021-2023 drove interest rates up at the fastest pace since the 1980s. We don't think anything has fundamentally altered the long-term trend. The inflation we saw in 2021-2023 was driven by COVID, and perhaps more accurately, the government response to COVID. Pumping a ton of cash into the hands of people at the same time that the supply of most things was greatly restricted and reduced causes inflation. It's why we were predicting higher inflation in 2020. Ultimately, inflation is caused by an imbalance of supply and demand. Increasing demand while supply is structurally limited is a surefire way to spark inflation. It's Normal for CPI to Decline Slowly In 1990, Core CPI was high too. It was about 1996 when it came down to 2.6%—where it is today. Data by YCharts History doesn't repeat, but it sure does rhyme, and we see little reason to believe this time is materially different. A huge jump in inflation takes time to resolve itself. That was true when it took from 1990 to 2000 for inflation to come down to 2%. It's true today. The inflationary spike was due to temporary factors that have mostly been resolved. Now inflation is trending back toward its structural normal. Population Growth is a Powerful Inflation Driver Why is inflation structurally lower for the U.S. today than it was in the past? Because ultimately, long-term inflation is dr...
"We will always be part of the M&A discussion," says Stéphane de La Faverie, CEO of The Estée Lauder Companies, as the company explores different strategies to rebuild profitability and regain market share. He spoke to Bloomberg's Francine Lacqua on "The Pulse." (Source: Bloomberg)
"We will always be part of the M&A discussion," says Stéphane de La Faverie, CEO of The Estée Lauder Companies, as the company explores different strategies to rebuild profitability and regain market share. He spoke to Bloomberg's Francine Lacqua on "The Pulse." (Source: Bloomberg)
janssenkruseproductions/iStock via Getty Images The Undercovered Dozen is a weekly Seeking Alpha editor-curated series highlighting 12 articles on lesser-covered stocks from the previous seven days. We hope this provides ideas and inspires discussion among the community. Today, we're looking at articles published between Feb. 6 and Feb. 12. Take a look at what these less-covered stocks might hold ...
janssenkruseproductions/iStock via Getty Images The Undercovered Dozen is a weekly Seeking Alpha editor-curated series highlighting 12 articles on lesser-covered stocks from the previous seven days. We hope this provides ideas and inspires discussion among the community. Today, we're looking at articles published between Feb. 6 and Feb. 12. Take a look at what these less-covered stocks might hold for you. And please join the conversation below to share what you think: Are any of these worth following up on? And are there other undercovered ideas that you like? MPLX: 12% Distribution Growth For Years To Come Treading Softly | Buy A core holding in our portfolios is MPLX LP Common Units ( MPLX ). When we last covered it with a "Buy" rating in November , we thought the partnership had plenty of organic growth projects to continue producing business growth. The company's investment-grade balance sheet was another positive. Another plus was the safety of its distribution. Clinching the buy case, units were modestly undervalued. Fast forward a few months, and we're reiterating our "Buy" rating. The company cited promising U.S. natural demand growth forecasts as justification for a predominant focus on natural gas and NGL capex with its $2.4 billion organic growth capex plan for 2026. MPLX's leverage ratio remains viable. Exceptional distribution growth appears poised to persist. Finally, units are still reasonably valued. Read more here. PDI: A Special Entry Point For This Fund Skeptical12 | Buy Understanding the investing cycle is important. While obviously long-term investing goals are by definition inflexible, the strategies used to reach these benchmarks should change as the market environment evolves. Certain investment strategies, such as focusing on the energy sector, worked well during the recent inflationary period, but these approaches are obviously no longer as effective in the current economic landscape. The rate of inflation has consistently remained below 3 ...
Boarding1Now/iStock Editorial via Getty Images In November, I downgraded United Parcel Service, Inc.'s ( UPS ) stock from hold to buy, driven by tariff uncertainty. The stock price, however, increased nearly 25% and exceeded even the 14% upside that I saw for the stock. In hindsight, this should perhaps have been a buy rating, but overall, I am not unhappy with the hold rating. In this report, I d...
Boarding1Now/iStock Editorial via Getty Images In November, I downgraded United Parcel Service, Inc.'s ( UPS ) stock from hold to buy, driven by tariff uncertainty. The stock price, however, increased nearly 25% and exceeded even the 14% upside that I saw for the stock. In hindsight, this should perhaps have been a buy rating, but overall, I am not unhappy with the hold rating. In this report, I discuss the company’s Q4 2025 earnings, the outlook for 2026, and update my price target for UPS. UPS Revenues And Margins Decline UPS has been reducing lower-margin work, removing 1 million packages from Amazon. This allows the company to close older, inefficient facilities, automate other facilities, and focus capacity on higher-margin work. However, higher margin volumes, such as for the healthcare market, are not expected to substantially contribute until this year through the acquisition of Andlauer . We also see that back in the fourth quarter results. UPS (Earnings Presentation) Fourth quarter revenues declined 3.2% to $24.5 billion, while operating profits declined 6.8% to $2.9 billion, indicating a 50-basis point margin contraction to 11.8%. In the US domestic network, volumes declined 10.8% as UPS shifted to a more premium mix. This is driven by higher labor costs and the fact that the transition to a higher premium mix does not happen overnight. Furthermore, UPS grounded its fleet of MD-11 freighters, requiring the company to lease replacement aircraft and reposition air capacity. Domestic revenues declined 3.2% to $16.8 billion while volumes declined 10.8%. While revenues declined, the fact that the revenue decline was lower than the volume decline shows that UPS did indeed attract a more premium mix, with B2B volumes being 37.5% of the total volume compared to 35.3% a year ago, and small and midsize business volumes improved from 27.8% to 31.2%. Operating income declined 2.7% to $1.7 billion, indicating a 10-basis point improvement in margins to 10.2%. We are se...
President Trump says he is raising global tariffs to 15%. And ahead of the president's address tomorrow, most Americans say the state of the union is not strong, according to an NPR poll. (Image credit: Al Drago)
President Trump says he is raising global tariffs to 15%. And ahead of the president's address tomorrow, most Americans say the state of the union is not strong, according to an NPR poll. (Image credit: Al Drago)