On a recent episode of her Women & Money podcast, Suze Orman fielded a listener letter from someone named Rachel worried her portfolio was too concentrated. Orman’s response cut straight to the point: “Put 50% of your money in VOO, then buy Nvidia, AMD, Palantir, IONQ.” The advice is blunt, memorable, and worth taking seriously ... Suze Orman Says Put 50% in VOO. Here’s Why She’s Right
On a recent episode of her Women & Money podcast, Suze Orman fielded a listener letter from someone named Rachel worried her portfolio was too concentrated. Orman’s response cut straight to the point: “Put 50% of your money in VOO, then buy Nvidia, AMD, Palantir, IONQ.” The advice is blunt, memorable, and worth taking seriously ... Suze Orman Says Put 50% in VOO. Here’s Why She’s Right
Earnings Call Insights: BankUnited (BKU) Q1 2026 Management View "Earnings for the first quarter came in at $62 million. EPS was $0.83... NIM was at 2.99%... PPNR was $106 million" (Chairman, President & CEO Raj Singh). "Non-brokered deposits grew $277 million... So net growth was about $7 million" and over the last 12 months "non-brokered deposits grew by $1.4 billion, NIDDA grew by $875 million"...
Earnings Call Insights: BankUnited (BKU) Q1 2026 Management View "Earnings for the first quarter came in at $62 million. EPS was $0.83... NIM was at 2.99%... PPNR was $106 million" (Chairman, President & CEO Raj Singh). "Non-brokered deposits grew $277 million... So net growth was about $7 million" and over the last 12 months "non-brokered deposits grew by $1.4 billion, NIDDA grew by $875 million" (Chairman, President & CEO Singh). "We made a lot of progress on credit this quarter. NPLs were down $98 million, that's 26%. And criticized and classifieds were down $146 million or 12%... Our coverage ratio of ACL to NPLs improved from 59% to 76%" (Chairman, President & CEO Singh). "We did use $8 million in qualitative factors in our provisioning" tied to uncertainty as "the geopolitical landscape has changed" (Chairman, President & CEO Singh). "We did buy back 1.3 million shares... we still have just a hair under $200 million in dry powder left" (Chairman, President & CEO Singh). "Our average cost of deposits declined by 6 basis points from the previous quarter from 2.18% to 2.12%" and for Q2 deposits "we have a high level of conviction around very strong deposit growth and NIDDA growth" (Chief Operating Officer Thomas Cornish). "NII was up $16 million or 7% from a year ago" and "our allowance for credit losses was $209 million" with "provision expense... elevated at $25 million" (Chief Financial Officer James Mackey). Outlook "Lastly, guidance, no change to guidance. So what we gave you stays" (Chairman, President & CEO Singh). "Our risk to our guidance, it comes from market competitiveness, especially on the lending spread side" and "If you miss our NIDDA guidance... that will obviously be the single largest driver" (Chairman, President & CEO Singh). "We're still sticking with the guidance that we provided for the full year" and "more of that $68 million would be front-end loaded versus the back end" (Chief Financial Officer Mackey). "We are not changing our full year...
Earnings Call Insights: Agree Realty (ADC) Q1 2026 Management View "I'm extremely pleased with our performance to start the year as we have continued to execute on all fronts." (President, CEO & Director Joey Agree) "During the quarter, we invested nearly $425 million across our 3 external growth platforms" and completed "$403 million of acquisitions" at a "weighted average cap rate of 7.1%" with ...
Earnings Call Insights: Agree Realty (ADC) Q1 2026 Management View "I'm extremely pleased with our performance to start the year as we have continued to execute on all fronts." (President, CEO & Director Joey Agree) "During the quarter, we invested nearly $425 million across our 3 external growth platforms" and completed "$403 million of acquisitions" at a "weighted average cap rate of 7.1%" with a "weighted average lease term of 11.3 years." (President, CEO & Director Agree) "During the quarter, we raised approximately $660 million of forward equity through our ATM" and management highlighted "$2.3 billion of total liquidity" and "more than $1.6 billion of hedge capital, including a company record $1.4 billion of outstanding forward equity." (President, CEO & Director Agree) "Core FFO per share was $1.13" and "AFFO per share was $1.14 for the quarter," while management "reiterat[ed] our full year 2026 AFFO per share guidance of $4.54 to $4.58." (CFO, Secretary & Investor Relations Professional Peter Coughenour) Outlook "We are reiterating our full year 2026 AFFO per share guidance of $4.54 to $4.58." (CFO, Secretary & Investor Relations Professional Coughenour) "Provided that our stock continues to trade around current levels, we anticipate that treasury stock method dilution will have an impact of $0.02 to $0.04 on full year 2026 AFFO per share" and management said this "is up from approximately $0.01 in our prior guidance due to both the higher share price and more forward equity outstanding." (CFO, Secretary & Investor Relations Professional Coughenour) "While our investment and earning guidance remain unchanged, I would note that we have increased our treasury stock method dilution" tied to "an elevated stock price" and "the additional forward equity raised during the quarter." (President, CEO & Director Agree) Financial Results "Core FFO per share was $1.13 for the first quarter" and "AFFO per share was $1.14 for the quarter." (CFO, Secretary & Investor Relati...
Earnings Call Insights: Teledyne Technologies (TDY) Q1 2026 Management View “We started 2026 with record first quarter sales, earnings per share and operating margin.” (Executive Chairman Robert Mehrabian) “Sales and non-GAAP earnings increased 7.6% and 17.2%, respectively.” (Executive Chairman Mehrabian) “Given stronger sales in the first quarter, but also record orders and backlog with a book-to...
Earnings Call Insights: Teledyne Technologies (TDY) Q1 2026 Management View “We started 2026 with record first quarter sales, earnings per share and operating margin.” (Executive Chairman Robert Mehrabian) “Sales and non-GAAP earnings increased 7.6% and 17.2%, respectively.” (Executive Chairman Mehrabian) “Given stronger sales in the first quarter, but also record orders and backlog with a book-to-bill of 1.16… we’re comfortable in increasing both our expected sales and earnings for 2026.” (Executive Chairman Mehrabian) “We believe now sales will be in the range of $6.415 billion… We’re also raising our earnings outlook… to about $24 at midpoint or $0.35 overall an increase.” (Executive Chairman Mehrabian) “In addition, revenue from our own complete unmanned air systems increased due to continued growth of the highly differentiated Black Hornet nano drone as well as full rate production deliveries of our Rogue 1 loitering munition.” (President, CEO George Bobb) “Cash flow from operating activities was $234 million… Free cash flow… was $204.3 million.” (CFO Stephen Blackwood) Outlook “Management currently believes that GAAP earnings per share in the second quarter of 2026 will be in the range of $4.75 to $4.90 per share, with non-GAAP earnings per share in the range of $5.70 to $5.80.” (CFO Blackwood) “For the full year 2026, we believe that GAAP earnings per share will be in the range of $20.08 to $20.44 and non-GAAP earnings per share in the range of $23.85 to $24.15.” (CFO Blackwood) “We would think that we’ll have a little more sales in the second half versus the first half.” (Executive Chairman Mehrabian) Change vs. prior quarter guidance language: “We believe full year 2026 revenue will be approximately $6.37 billion and non-GAAP earnings at the midpoint will be approximately $23.65.” (Executive Chairman Mehrabian, Q4 2025) Financial Results “Capital expenditures were $29.7 million in the first quarter of 2026 compared with $18 million in 2025.” (CFO Blackwood)...
'Alligator Alcatraz' Can Continue Operating, Appeals Court Says Authored by Troy Myers via The Epoch Times, A federal appeals court on Tuesday pulled a judge’s previous order to dismantle the high-profile detention center in the Florida Everglades for illegal immigrants, known as “Alligator Alcatraz.” In a 2–1 ruling, the U.S. Court of Appeals for the 11th Circuit sided with the Trump administrati...
'Alligator Alcatraz' Can Continue Operating, Appeals Court Says Authored by Troy Myers via The Epoch Times, A federal appeals court on Tuesday pulled a judge’s previous order to dismantle the high-profile detention center in the Florida Everglades for illegal immigrants, known as “Alligator Alcatraz.” In a 2–1 ruling, the U.S. Court of Appeals for the 11th Circuit sided with the Trump administration’s argument that there was minimal federal involvement in the facility’s construction, so a federal environmental review was not warranted. “Using state employees and state funds, Florida officials, on their own initiative, constructed a detention center at an airport on state property in the Florida Everglades,” court documents showed. Two environmental groups, Friends of the Everglades and the Center for Biological Diversity, joined the Miccosukee Tribe, which has villages close to the facility, in challenging construction of Alligator Alcatraz. The groups accused state and federal officials of rushing to build the facility and failing to conduct an environmental review as required under the National Environmental Policy Act. That federal law, passed in 1970, requires federal agencies to evaluate environmental impacts of proposed major construction. Construction began last year on the facility, located at the Dade-Collier Training and Transition Airport in the Everglades, to assist with the Trump administration’s immigration enforcement and detainment of illegal aliens. A lower court in August sided with the environmental groups and the Miccosukee Tribe, ordering officials to halt construction and even undo some work that had already been finished. But the higher court’s Tuesday order lifted that. Federal authorities inspected the site for compliance with federal standards, court documents said, but this wasn’t enough to trigger a federally mandated environmental review. “Because the environmentalists and Tribe failed to prove either a final agency action or federal con...
River City Bank press release ( RCBC ): Q1 GAAP EPS of $1.24. Revenue of $37.04M. The Bank's efficiency ratio continued to be low by industry standards at 32% for the three months ended March 31, 2026 and 39% for the three months ended March 31, 2025, reflecting consistent cost discipline which is consistent with the Bank's commitment to being a low-cost producer. More on River City Bank Dividend ...
River City Bank press release ( RCBC ): Q1 GAAP EPS of $1.24. Revenue of $37.04M. The Bank's efficiency ratio continued to be low by industry standards at 32% for the three months ended March 31, 2026 and 39% for the three months ended March 31, 2025, reflecting consistent cost discipline which is consistent with the Bank's commitment to being a low-cost producer. More on River City Bank Dividend scorecard for River City Bank Financial information for River City Bank
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google Cloud's latest generation of tensor processing units, or TPU, and the Alphabet division’s new partnerships. Plus, a small group of unauthorized users has accessed Anthropic's new AI model, Mythos, according to a source and documents reviewed by Bloomberg. And, Rivian CEO RJ Scaringe joins as his company’s new R2 model, its smaller, cheaper SUV...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google Cloud's latest generation of tensor processing units, or TPU, and the Alphabet division’s new partnerships. Plus, a small group of unauthorized users has accessed Anthropic's new AI model, Mythos, according to a source and documents reviewed by Bloomberg. And, Rivian CEO RJ Scaringe joins as his company’s new R2 model, its smaller, cheaper SUV, begins rolling off the manufacturing floor in Normal, Illinois. (Source: Bloomberg)
Greene County Bancorp press release ( GCBC ): Q3 GAAP EPS of $0.62. Net Income: $29.7 million for the nine months ended March 31, 2026, a new record high Total Assets: $3.2 billion at March 31, 2026, a new record high Net Loans: $1.7 billion at March 31, 2026, a new record high Total Deposits: $2.8 billion at March 31, 2026, a new record high Return on Average Assets: 1.31% for the nine months end...
Greene County Bancorp press release ( GCBC ): Q3 GAAP EPS of $0.62. Net Income: $29.7 million for the nine months ended March 31, 2026, a new record high Total Assets: $3.2 billion at March 31, 2026, a new record high Net Loans: $1.7 billion at March 31, 2026, a new record high Total Deposits: $2.8 billion at March 31, 2026, a new record high Return on Average Assets: 1.31% for the nine months ended March 31, 2026 Return on Average Equity: 15.65% for the nine months ended March 31, 2026 Company adopts a stock repurchase program of 400,000 shares More on Greene County Bancorp There Is A Lot To Like About Greene County Bancorp Dividend scorecard for Greene County Bancorp Financial information for Greene County Bancorp
gonin Private equity firm Thoma Bravo is nearing an agreement to turn software firm Medallia over to its lenders. The move will erase $5.1 billion in equity for Thoma Bravo and its co-investors, who purchased Medallia for $6.4 billion in 2021, according to a Reuters report on Wednesday, which cited people familiar with the matter. Medallia has had issues in recent months as it was hurt by its $3 b...
gonin Private equity firm Thoma Bravo is nearing an agreement to turn software firm Medallia over to its lenders. The move will erase $5.1 billion in equity for Thoma Bravo and its co-investors, who purchased Medallia for $6.4 billion in 2021, according to a Reuters report on Wednesday, which cited people familiar with the matter. Medallia has had issues in recent months as it was hurt by its $3 billion of debt, which it owes to Apollo ( APO ), Blackstone ( BX ), KKR ( KKR ), and Antares Capital. Thoma Bravo, Blackstone, and KKR declined to comment to Reuters. Apollo and Medallia didn't immediately return requests for comment. More on Apollo Global Management, Blackstone, etc. KKR & Co. Inc. (KKR) Shareholder/Analyst Call - Slideshow Wall Street Lunch: Jersey Mike's Eyes $1B IPO To Fuel Global Sandwich Spree Blackstone: Asset Management Juggernaut, 3.7% Dividend Yield, Phantom Crisis Blackstone Q1 earnings: Real estate strength, private credit in spotlight Apollo to acquire ~13% of McKesson's Medical-Surgical Solutions business
watch now VIDEO 1:42 01:42 D.C. Attorney General Jeanine Pirro goes forward with Fed probe, will appeal decision by Judge Boasberg Power Lunch U.S. Attorney Jeanine Pirro on Wednesday doubled down on her investigation of the Federal Reserve , even as the controversial probe endangers the confirmation of Kevin Warsh , President Donald Trump 's pick to replace central bank Chairman Jerome Powell . T...
watch now VIDEO 1:42 01:42 D.C. Attorney General Jeanine Pirro goes forward with Fed probe, will appeal decision by Judge Boasberg Power Lunch U.S. Attorney Jeanine Pirro on Wednesday doubled down on her investigation of the Federal Reserve , even as the controversial probe endangers the confirmation of Kevin Warsh , President Donald Trump 's pick to replace central bank Chairman Jerome Powell . The criminal investigation centers on alleged cost overruns associated with the ongoing renovations of two historic Fed buildings in Washington. Powell has accused the DOJ of targeting him for refusing to obey Trump's demand that the Fed sharply lower interest rates . The probe has raised concerns about the Fed's independence from executive-branch interference — so much so that Sen. Thom Tillis , R-N.C., has vowed to block Warsh's nomination until the DOJ drops it. At a press conference Wednesday morning, Pirro said she would not back off. "The cost overruns on that building are well over a billion dollars. This investigation continues," Pirro said. "I am in the legal lane. There are others who were in the political lane. I don't intersect those two lanes," she said. PIrro's efforts hit a major snag last month when a federal judge blocked grand jury subpoenas, writing that a "mountain of evidence" suggested they were issued to pressure the Fed's board. The judge, James Boasberg, stood by his ruling in early April, starting a countdown clock for Pirro to file an appeal by May 4. "I am going forward. We are appealing the decision of Judge Boasberg," Pirro said Wednesday. Read more CNBC politics coverage Warren presses Trump administration for answers on evacuation of Americans amid Iran war Iran says it has seized two ships in Strait of Hormuz Lawmakers seek to override state data privacy laws with new bill Judge dismisses Patel's defamation lawsuit over claim he frequented 'nightclubs' DOJ charges SPLC with fraud over secret funding of extremist groups Analysis: Warsh emerges...