Ban on junk food adverts has cut advertising spend and prompted a debate over the policy’s impact The UK will have its first Easter without the traditional barrage of TV ads for chocolate eggs and hot cross buns as the ban on junk food advertising makes the sweetest tradition of the year a sugar-free viewing experience. New regulations, which came into force at the beginning of the year, prohibit ...
Ban on junk food adverts has cut advertising spend and prompted a debate over the policy’s impact The UK will have its first Easter without the traditional barrage of TV ads for chocolate eggs and hot cross buns as the ban on junk food advertising makes the sweetest tradition of the year a sugar-free viewing experience. New regulations, which came into force at the beginning of the year, prohibit products high in fat, sugar and salt from appearing in TV ads before 9pm, as part of efforts to tackle rising childhood obesity. Continue reading...
Michael H/DigitalVision via Getty Images The Thesis Exiting FY26, a key provider of power and industrial infrastructure services, Argan, Inc. ( AGX ), posted a strong double-beat result in Q4, reflecting continued demand momentum and solid project execution. While demand for the company's capabilities remains robust across the power infrastructure, with rising data center investments and electrifi...
Michael H/DigitalVision via Getty Images The Thesis Exiting FY26, a key provider of power and industrial infrastructure services, Argan, Inc. ( AGX ), posted a strong double-beat result in Q4, reflecting continued demand momentum and solid project execution. While demand for the company's capabilities remains robust across the power infrastructure, with rising data center investments and electrification trends, additional support from a strong $2.9 billion backlog should drive top line growth through FY27. For margins, I believe focusing on disciplined execution on large-scale projects and operational efficiencies should be a key growth factor over the coming quarters, supporting bottom line growth in FY27 and beyond as the top line expands. Since my last bullish rating , the AGX stock has given strong double-digit returns, driven by solid earnings performance in Q4. While the recent rally has expanded the valuation notably and now looks relatively stretched on FY27 earnings estimates, it still appears reasonable due to the company's strong earnings momentum, robust growth outlook, and favorable position in an industry with long term structural tailwinds. The risk-reward indeed looks more balanced at the present levels, but I believe the company continues to offer a compelling opportunity for long-term investors, supporting a continued buy rating on the stock. AGX’s Q4 FY26 Highlights Earlier this week, AGX reported its final quarter results for FY26, closing the year strongly with approximately 12.7% year on year growth across the company’s consolidated top line, reaching $262 million in Q4 FY26. This growth was primarily driven by the completion of certain large projects during the quarter, which benefited the revenue in the company’s core Power Services segment. Although a smaller contributor, AGX’s Industrial construction segment also benefited the company's revenue growth notably, expanding by about 61% to $52.9 million during the quarter. For the full year, th...
As the country with the world’s largest cohort of billionaires, China is no stranger to wealthy elites engaging in luxurious leisure activities, but one common pastime in the West does not seem to have attracted a commensurate level of interest across the Pacific – yachting. While Chinese e-commerce billionaire Richard Liu recently announced a multibillion-dollar investment in a new yacht company,...
As the country with the world’s largest cohort of billionaires, China is no stranger to wealthy elites engaging in luxurious leisure activities, but one common pastime in the West does not seem to have attracted a commensurate level of interest across the Pacific – yachting. While Chinese e-commerce billionaire Richard Liu recently announced a multibillion-dollar investment in a new yacht company, regulatory hurdles and infrastructure gaps have kept China’s wealthiest individuals from fully...
As you plan, save, and invest for your retirement, ask yourself: "Am I factoring inflation into my plan?" It's critical to consider inflation , because even when it seems moderate, it can wreak havoc on your wealth over time. For example, the long-term average inflation rate is around 3%. If your portfolio is worth $100,000, one year of 3% inflation will leave it with only $97,000 of purchasing po...
As you plan, save, and invest for your retirement, ask yourself: "Am I factoring inflation into my plan?" It's critical to consider inflation , because even when it seems moderate, it can wreak havoc on your wealth over time. For example, the long-term average inflation rate is around 3%. If your portfolio is worth $100,000, one year of 3% inflation will leave it with only $97,000 of purchasing power, roughly. Image source: Getty Images. Continue reading