UAE issues a missile warning as Iran claims it struck a U.S. warship. Washington denies the claim. Jennifer Gavito, senior adviser at the Cohen Group and former State Department and National Security Council official, joins Bloomberg’s Matt Miller on Open Interest. (Source: Bloomberg)
UAE issues a missile warning as Iran claims it struck a U.S. warship. Washington denies the claim. Jennifer Gavito, senior adviser at the Cohen Group and former State Department and National Security Council official, joins Bloomberg’s Matt Miller on Open Interest. (Source: Bloomberg)
According to a filing with the U.S. Securities and Exchange Commission dated April 30, 2026, Villere St Denis J & Co LLC sold all 244,878 shares of Euronet Worldwide (NASDAQ:EEFT) during the first quarter. The fund’s quarter-end position value in the company declined by $18.64 million, reflecting the combined effect of share sales and market price changes. Villere St Denis J & Co LLC fully exited ...
According to a filing with the U.S. Securities and Exchange Commission dated April 30, 2026, Villere St Denis J & Co LLC sold all 244,878 shares of Euronet Worldwide (NASDAQ:EEFT) during the first quarter. The fund’s quarter-end position value in the company declined by $18.64 million, reflecting the combined effect of share sales and market price changes. Villere St Denis J & Co LLC fully exited its Euronet Worldwide position, which previously made up 1.9% of 13F assets under management; the post-sale allocation is now n/a Top holdings after the filing: Continue reading
Luca Sage/DigitalVision via Getty Images Nearly a year ago, in May of 2025, I wrote a bullish article about Vail Resorts, Inc. ( MTN ). Initially, there was optimism after management brought back their old CEO, Rob Katz, who is responsible for the fantastic growth track record that the company experienced from 2006 through 2021. The hope from investors had likely been that financial performance wo...
Luca Sage/DigitalVision via Getty Images Nearly a year ago, in May of 2025, I wrote a bullish article about Vail Resorts, Inc. ( MTN ). Initially, there was optimism after management brought back their old CEO, Rob Katz, who is responsible for the fantastic growth track record that the company experienced from 2006 through 2021. The hope from investors had likely been that financial performance would be strong enough to push shares up drastically. But since then, the stock has disappointed. Shares are down 18.7% at a time when the S&P 500 is up 21.7%. Revenue, profits, and cash flows have all deteriorated. In the short run, I fully expect this to continue to be an issue for the company. But when you consider how cheap shares are and the strategies that management is employing to capture future growth, I firmly believe in maintaining it as a "Buy" candidate. Shares Remain Appealing Even With This Avalanche Of Pain Author - SEC EDGAR Data Financial performance over the last several months has been rough when it comes to Vail Resorts. At first glance, this might not seem to be the case. In the chart above, for instance, you can see financial results for 2025 compared to 2024. Revenue, profits, and some of the cash flow metrics for the company improved year over year. This came as its ETP (effective ticket price) grew 3.6%, from $82.14 to $85.09, and as the total number of visits to its locations increased from 17.56 million to 17.67 million. Author - SEC EDGAR Data Unfortunately, 2026 is looking quite different. Revenue for the first half of the 2026 fiscal year ended up being $1.36 billion. That was down from the $1.40 billion that the company reported a year earlier. This was even though ETP for the company jumped nicely from $82.54 to $89.82. The problem for the company, then, involved a plunge in the number of visits from 8.30 million to 7.52 million. This is disappointing to say the least. The good news is that this seems to have not been related to issues with th...
US transportation stocks plunged Monday after Amazon.com Inc. announced expanded logistics offerings that will turn it into a major competitor for parcel carriers and air freight companies, and also impact truckers and third-party brokers. Bloomberg's Lee Klaskow joins Bloomberg Intelligence to discuss. (Source: Bloomberg)
US transportation stocks plunged Monday after Amazon.com Inc. announced expanded logistics offerings that will turn it into a major competitor for parcel carriers and air freight companies, and also impact truckers and third-party brokers. Bloomberg's Lee Klaskow joins Bloomberg Intelligence to discuss. (Source: Bloomberg)
On resource procurement, we recently received proposals in response to the all-source RFP issued later last year, which targeted new resources beginning service between 2029 and 2031. In summary, we are executing our plan, delivering operational excellence to our customers, investing in grid expansion to serve Arizona’s rapid growth, and improving investment recovery to reduce regulatory lag while...
On resource procurement, we recently received proposals in response to the all-source RFP issued later last year, which targeted new resources beginning service between 2029 and 2031. In summary, we are executing our plan, delivering operational excellence to our customers, investing in grid expansion to serve Arizona’s rapid growth, and improving investment recovery to reduce regulatory lag while ensuring affordability for customers.
Pinnacle West Capital (NYSE:PNW) opened 2026 with first-quarter results that management said were in line with the financial guidance issued in February, supported by higher transmission revenue, weather-driven demand, and continued customer growth in Arizona. Management points to Arizona growth an
Pinnacle West Capital (NYSE:PNW) opened 2026 with first-quarter results that management said were in line with the financial guidance issued in February, supported by higher transmission revenue, weather-driven demand, and continued customer growth in Arizona. Management points to Arizona growth an
June WTI crude oil (CLM26 ) today is up +3.18 (+3.12%), and June RBOB gasoline (RBM26 ) is up +0.1323 (+3.68%). Crude oil and gasoline prices recovered from overnight losses and moved sharply higher on signs of heightened tensions in the Strait of Hormuz. Crude prices spiked higher after Iran's...
June WTI crude oil (CLM26 ) today is up +3.18 (+3.12%), and June RBOB gasoline (RBM26 ) is up +0.1323 (+3.68%). Crude oil and gasoline prices recovered from overnight losses and moved sharply higher on signs of heightened tensions in the Strait of Hormuz. Crude prices spiked higher after Iran's...