(XL) On a high-minded album boasting a weighty guest list including Dua Lipa and Clairo, the superproducer lacks the hooks of the pop-trance he’s so heavily influenced by Cerulean is a confusing business. It is billed as Danny L Harle’s debut album, which it definitely isn’t – his actual debut album, Harlecore , came out in 2021, although in at least one sense, Cerulean is markedly different from ...
(XL) On a high-minded album boasting a weighty guest list including Dua Lipa and Clairo, the superproducer lacks the hooks of the pop-trance he’s so heavily influenced by Cerulean is a confusing business. It is billed as Danny L Harle’s debut album, which it definitely isn’t – his actual debut album, Harlecore , came out in 2021, although in at least one sense, Cerulean is markedly different from its predecessor. It’s the weighty guestlist, featuring Clairo, Caroline Polachek, PinkPantheress, MNEK and more, a reflection of Harle’s ascension into the major leagues of pop production: he’s worked with Polachek before, as well as Florence + the Machine and Dua Lipa (who also features on Cerulean), among others. But in another way, it’s markedly similar. As with Harlecore, its chief source material is the kind of pop-trance big on BBC Radio 1 in the early 00s and the speedy, cheesy, Eurodance music on which the wildly successful Clubland brand was founded in the same era. This it presents with high seriousness. “This album is my message,” offers Harle in the accompanying blurb. “I hope it is received.” A press release suggests that he is drawing on “a particular strain of Italian artistry that encompasses the Renaissance composer Monteverdi and the Y2K club bangers of Eiffel 65”. Continue reading...
(RTTNews) - KDDI Corp. (KDDIY.PK, KDDIF.PK, 9433.T), a Japanese telecom company, reported Friday higher profit and revenues in the first nine months of fiscal year ending March 31. The company said its results reflect impacts from fictitious transactions in the advertising agency business of its subsidiaries of KDDI, BIGLOBE Inc., and its subsidiary, G-PLAN INC. The company said there are suspicio...
(RTTNews) - KDDI Corp. (KDDIY.PK, KDDIF.PK, 9433.T), a Japanese telecom company, reported Friday higher profit and revenues in the first nine months of fiscal year ending March 31. The company said its results reflect impacts from fictitious transactions in the advertising agency business of its subsidiaries of KDDI, BIGLOBE Inc., and its subsidiary, G-PLAN INC. The company said there are suspicions that inappropriate transactions were conducted by employees of these subsidiaries. After reflecting the adjustments related to the fictitious transactions, the company posted a profit attributable to owners of the parent of 554 billion yen in the nine-month period, 5.3 percent higher than 525.9 billion yen last year. Operating income stood at 871.3 billion yen, up 2% from prior year's 853.9 billion yen. After provisioning for externally flowed amounts related to the fictitious transactions, profit attributable was 536.9 billion yen , higher than 518.5 billion yen last year. Operating income was 854.3 billion yen, compared to prior year's 846.5 billion yen. Operating revenue grew 3.8 percent to 4.47 trillion yen from 4.31 trillion yen in the previous year. The company said the Special Investigation Committee is conducting its investigation, with the investigation report expected by the end of March 2026 for disclosure. Based on the results of the investigation, corrections to prior financial statements and third-quarter results are planned to be disclosed by the end of March, while full-year results will be disclosed without delay. In Japan, the shares closed Friday's regular trading 0.5 percent higher at 2,799.00 yen. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
sankai/E+ via Getty Images The market got off to a strong start in 2026, with investors chasing industrials, materials, and commodity-related stocks as the reflation narrative gained traction. The “reflation narrative” is the belief that a range of policies will boost the rate of economic growth in the U.S. without triggering inflation. As I discussed at our recent 2026 Investment Summit, the mark...
sankai/E+ via Getty Images The market got off to a strong start in 2026, with investors chasing industrials, materials, and commodity-related stocks as the reflation narrative gained traction. The “reflation narrative” is the belief that a range of policies will boost the rate of economic growth in the U.S. without triggering inflation. As I discussed at our recent 2026 Investment Summit, the markets are banking on the effects of the passage of the OBBBA, tax cuts, and deregulation to fuel earnings and profit growth in 2026. Furthermore, the markets are focused on the Federal Reserve with expectations of further rate cuts and easing of monetary policy. All of these actions aim to increase consumption, investment, and employment, which in turn will increase wages and corporate revenues. Over the last few months, the reflation narrative has re-emerged. After years of tightening by global central banks to tame post-pandemic inflation, the focus has started to shift. Inflation has moderated in the U.S., and growth remains positive, albeit soft in some sectors. Policymakers and market participants are watching for signs that rate cuts could soon be back on the table, particularly as employment softens. Wall Street strategists and economists are optimistic. They argue that the worst of the inflation fight is over and believe central banks will continue to ease as economic growth stabilizes while inflation edges closer to its targets. In turn, they expect this will feed into earnings growth and a further expansion of profit margins. The bull case for reflation is rooted in falling inflation, positive real wage growth, continued fiscal support, and a resilient labor market. These factors suggest that consumer demand will remain stable or even improve if borrowing costs fall. The combination of lower interest rates and improving consumption sets the stage for rising corporate revenues and higher stock market valuations. Several recent data points support the reflation view: ...
Key Points The dividend yield tells an investor what kind of return they can expect from a stock's dividends. A trailing-12-month dividend yield of 48% is insanely high. An ultra-high dividend yield like this often indicates that a company is facing issues. 10 stocks we like better than Oxford Lane Capital › The popular online brokerage Robinhood offers several filters for investors looking for in...
Key Points The dividend yield tells an investor what kind of return they can expect from a stock's dividends. A trailing-12-month dividend yield of 48% is insanely high. An ultra-high dividend yield like this often indicates that a company is facing issues. 10 stocks we like better than Oxford Lane Capital › The popular online brokerage Robinhood offers several filters for investors looking for interesting stocks, including one for dividend yield, which compares a company's annual dividend to its share price. This essentially tells investors how much they will earn in dividends based on how much they pay for a share. If an investor buys one share for $100 that pays an annual dividend of $3, the dividend yield is 3%. One of the highest dividend yields on Robinhood's screener was for a closed-end investment company called Oxford Lane Capital (NASDAQ: OXLC), which has a trailing-12-month dividend yield of about 48%, an astounding figure well above the norm. Is a dividend yield like this simply too good to be true? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The complex world of private credit If you follow markets, then you've probably heard about private credit. After the Great Recession of 2007-2009, lawmakers passed sweeping bank regulations to make the banking system safer and less vulnerable to another meltdown. Although the regulation succeeded on this front, further regulation also stymied bank lending, which opened the world to private credit. Private credit typically involves non-bank institutions, such as private equity firms and asset managers, offering various types of loans to companies that may not be able to obtain bank funding or may prefer the terms offered by private credit. The main concern about private credit, which has grown exponentially, is that it is not heavily regulated...
For years, chasing momentum on the stock market has been a winning strategy. It’s come asunder in the past week. The momentum trade — a strategy of chasing winners and dumping losers — suffered the second-steepest drop since the aftermath of the 2020 pandemic Wednesday, worse even than last year’s DeepSeek selloff and the April tariff swoon. The decline, captured in a Goldman Sachs Group Inc. high...
For years, chasing momentum on the stock market has been a winning strategy. It’s come asunder in the past week. The momentum trade — a strategy of chasing winners and dumping losers — suffered the second-steepest drop since the aftermath of the 2020 pandemic Wednesday, worse even than last year’s DeepSeek selloff and the April tariff swoon. The decline, captured in a Goldman Sachs Group Inc. high-beta momentum basket , undid year-to-date gains in companies that make memory chips, mine metals and rare earth minerals and develop technology applications. The momentum meltdown was part of a broader market rout that has left main US equity averages lower for the year. The proximate cause was tumult in the software sector, where worries that artificial intelligence applications might obviate some businesses led to losses of more than 20%. Amid the selling though, there were winners — and that’s offering succor to investors not yet ready to bury the bull market. They point to sustained gains in clothing retailers, travel companies and makers of household goods. Downtrodden stocks that profile as value picks have sucked in cash. It’s all part of a wider shift away from technology and into areas of the market where fortunes improve with the economy. The UBS long-short basket of value stocks has gained 20% since last week. Barclays’ Value versus Growth factor had one of the largest one-day outperformances ever Thursday. “In our view, this broadening of the rally — away from crowded momentum names and toward more under-loved areas such as value and smaller-cap stocks — is a healthy development after several years of mega-cap, growth-led gains,” said Christopher Cain , Bloomberg Intelligence’s US quantitative equity strategist. Read: Wall Street’s Favorite Trades Collapse as Market Selloff Deepens So far, though, the losses suffered by tech firms and the hefty weighting afforded the group haven’t been offset by the rotation. The S&P 500 Index slid 1.2% on Thursday, a third str...
Amazon has one month to challenge the ruling before the Federal Court of Justice. Credit: Markus Mainka / Shutterstock.com. Germany’s Federal Cartel Office (FCO) has blocked Amazon’s price controls on third-party sellers and demanded repayment of about €59m ($69.6m). The FCO, or Bundeskartellamt, said it had prohibited Amazon and Amazon EU from shaping prices charged by merchants on the Amazon.de ...
Amazon has one month to challenge the ruling before the Federal Court of Justice. Credit: Markus Mainka / Shutterstock.com. Germany’s Federal Cartel Office (FCO) has blocked Amazon’s price controls on third-party sellers and demanded repayment of about €59m ($69.6m). The FCO, or Bundeskartellamt, said it had prohibited Amazon and Amazon EU from shaping prices charged by merchants on the Amazon.de Marketplace. It said this is allowed only in limited circumstances such as excessive pricing and under regulatory conditions. Amazon runs the Amazon.de platform, which the authority said represents approximately 60% of Germany’s online retail market. The site hosts Amazon’s own retail operations alongside third-party sellers, who account for around 60% of transactions. In its response, Amazon said: “We will vigorously challenge the FCO’s conclusion, which is based on unique German regulation and directly conflicts with EU competition law consumer standards. GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence “As a result of this decision, Amazon would be the only retailer in Germany forced to promote uncompetitive prices to customers, which makes no sense for customers, selling partners, or competition. “We will appeal this unprecedented regulatory outcome. In the meantime, we will continue operating our store as usual to ensure customers and selling partners experience no disruption while we prepare our legal response.” According to the watchdog, Amazon relied on opaque pricing systems that could lead to listings being removed or sellers losing access to the Buy Box if prices were considered too high, sharply reducing sales prospects. The regulator found that the conduct violated Section 19a(2) and Section 19 of the German Competition Act, as well as Article 102 of the Treaty on the...
Investors are still waiting to see how Abel will manage the huge stock portfolio at Berkshire. Warren Buffett left new Chief Executive Officer Greg Abel with a mountain of a portfolio to manage when he stepped down from the position at the end of 2025. Berkshire Hathaway's (BRK.A 0.13%) (BRK.B +0.07%) marketable equity portfolio is valued at about $320 billion as of this writing, and the business ...
Investors are still waiting to see how Abel will manage the huge stock portfolio at Berkshire. Warren Buffett left new Chief Executive Officer Greg Abel with a mountain of a portfolio to manage when he stepped down from the position at the end of 2025. Berkshire Hathaway's (BRK.A 0.13%) (BRK.B +0.07%) marketable equity portfolio is valued at about $320 billion as of this writing, and the business has about $354 billion of cash to deploy on top of that. Many of the holdings in the portfolio are positions established decades ago by Buffett and his vice chairman, Charlie Munger. Many are waiting to see how Abel will handle the portfolio and whether he will make some big sales or purchases now that he's in charge. Recent Securities and Exchange Commission (SEC) filings show the first reported sale under Abel's leadership, and it's a stock Buffett initially bought more than 14 years ago. Is this Abel's first big move? Berkshire Hathaway has to disclose sales or purchases of stocks for most companies in which it owns a stake of 10% or more within three days of any trade. One of those companies is DaVita (DVA +5.19%), which operates a network of dialysis clinics. Berkshire filed a form with the SEC on Feb. 2 disclosing the sale of 1.7 million shares of the stock at the end of January. But before investors start worrying whether Abel is paring back on the company, it's important to understand Berkshire's relationship with DaVita. Last year, DaVita signed an agreement with Berkshire limiting its beneficial ownership to 45% of the business. The agreement allows DaVita to repurchase shares from Berkshire two days before it reports its quarterly earnings to maintain that 45% ownership stake. The most recent DaVita share sale by Berkshire falls under that contract. DaVita disclosed the repurchase of $200 million worth of its shares since the end of December in its quarterly report filed on Feb. 2. That's the exact transaction reported by Berkshire. Expand NYSE : DVA DaVita Today...
Coty NYSE: COTY used its fiscal 2026 earnings discussion to outline a new leadership agenda centered on tighter focus, fewer priorities, and what management repeatedly described as stronger operational discipline, as the company works through uneven recent performance and a more promotional beauty environment. Executive Chairman and Interim CEO Markus Strobel, who said he officially joined the com...
Coty NYSE: COTY used its fiscal 2026 earnings discussion to outline a new leadership agenda centered on tighter focus, fewer priorities, and what management repeatedly described as stronger operational discipline, as the company works through uneven recent performance and a more promotional beauty environment. Executive Chairman and Interim CEO Markus Strobel, who said he officially joined the company on January 1 and was on his “thirty-sixth day on the job,” told investors he has spent his first weeks conducting business reviews, visiting major markets including the U.S. and U.K., and assessing Coty’s technical centers and R&D capabilities. Strobel, a 33-year veteran of Procter & Gamble with experience across beauty categories and fine fragrances, said Coty has “outstanding assets” but has not been delivering at the level it should, pointing to disappointing results over the past 18 months and a stock price that has “been hovering around $3 for several months.” Get Coty alerts: Sign Up “Coty Curated” strategy aims to reduce complexity Strobel introduced a strategic framework he called “Coty Curated,” which he described as focused investment and sharper priorities—“making big even bigger, scaling what wins, stopping what dilutes, and removing layers that slow execution.” He said Coty’s breadth can be a strength only when curated, highlighting the complexity of selling more than 40 brands across dozens of markets and managing over 1,000 possible brand-and-market combinations. He argued that spreading resources across too many initiatives has diluted impact, leading to insufficient support for the biggest opportunities, excessive spending on creating new marketing assets rather than consumer engagement, and a lack of sustained “year two” support behind initiatives because budgets are continually redirected to new launches. Brand and market examples: wins, but inconsistent outcomes Strobel pointed to Hugo Boss as Coty’s largest brand and said it has grown more than 30%...
It has been interesting to witness the reaction of the media and some supporters at Chelsea over the past few weeks to the appointment of Liam Rosenior. Being outside the game for a few years now, I have noticed a real trend of doubt and even negativity about any British managerial appointments by a top-flight club in this country. With Liam, who I have known since he was a young player watching m...
It has been interesting to witness the reaction of the media and some supporters at Chelsea over the past few weeks to the appointment of Liam Rosenior. Being outside the game for a few years now, I have noticed a real trend of doubt and even negativity about any British managerial appointments by a top-flight club in this country. With Liam, who I have known since he was a young player watching my training sessions at Bristol City more than 25 years ago, everything from his experience to his dress sense has been questioned, but his start to life at Chelsea has been exceptional with five wins in seven games. His only defeats have come in both legs of their Carabao Cup semi-final against Arsenal. Yes, that exit was a blow but let's remember Gunners boss Mikel Arteta has been in the job for more than six years and has produced, with some enormous financial backing and tremendous loyalty towards him by the club, a team that's one of - if not the best - in England and Europe. That huge difference in their circumstances has not stopped Liam being criticised by some for his approach in those ties but he has spent almost a decade working his socks off to gain the experience that warrants this opportunity - and his experiences lower down the leagues and in Europe will have taught him the harshness of management and the reaction you get to every defeat.
Exactly three years ago, 10 paragraphs on the Premier League website set the cat among the pigeons. Under the nondescript heading “Premier League statement”, football’s richest and most popular domestic competition announced unprecedented disciplinary charges against Manchester City, champions of the two previous seasons (and the two to come). We are still waiting for the outcome. The estimated 13...
Exactly three years ago, 10 paragraphs on the Premier League website set the cat among the pigeons. Under the nondescript heading “Premier League statement”, football’s richest and most popular domestic competition announced unprecedented disciplinary charges against Manchester City, champions of the two previous seasons (and the two to come). We are still waiting for the outcome. The estimated 134 charges covered years of alleged wrongdoing but broke down into a couple of key chunks: accusations that City had failed to provide “accurate financial information” to the league and to properly “cooperate … and assist” with the subsequent investigation. Precious little new information has followed. The league has steadfastly refused to comment. City have gone no further than a statement that “welcomed” the appointment of an independent panel to consider the charges, and nodded towards “the comprehensive body of irrefutable evidence that exists in support of [City’s] position”. The public and the football industry find themselves in the dark. The reasons for silence are obvious: until a verdict is known, neither party wants to be seen to be prejudicing an outcome or putting pressure on the three-person disciplinary panel led by Murray Rosen KC. But the absence of an update, or even guidance on how long the process may take, has meant a flood of speculation filling the void. Accusations of a cover-up or a stitch-up are common, as are claims that the process may have been botched by the Premier League or obstructed by City. Speculation on when a verdict may come ranges from “imminently” to “years away”. The hearings at the International Dispute Resolution Centre in London, where Rosen’s panel sat in front of two large teams of lawyers, finished in December 2024. The hearings began a year after the charges, which followed a four-year investigation into City by the league, were made. Why has a verdict not been announced? The explanations posited veer from one extreme to the o...
This energy sector distributor delivers maintenance, repair, and supply chain solutions to industrial clients across a global network. On February 5, Tejara Capital Ltd disclosed a new position in DNOW (DNOW +1.43%), acquiring 685,617 shares worth an estimated $9.08 million based on quarterly average pricing. What happened According to a recent SEC filing dated February 5, Tejara Capital Ltd estab...
This energy sector distributor delivers maintenance, repair, and supply chain solutions to industrial clients across a global network. On February 5, Tejara Capital Ltd disclosed a new position in DNOW (DNOW +1.43%), acquiring 685,617 shares worth an estimated $9.08 million based on quarterly average pricing. What happened According to a recent SEC filing dated February 5, Tejara Capital Ltd established a new position in DNOW, purchasing 685,617 shares during the fourth quarter. The quarter-end value of the position also stood at $9.08 million, corresponding to the purchase amount. What else to know This was a new position for Tejara Capital Ltd and represented 2.14% of the fund's 13F reportable assets under management post-trade. Top holdings after the filing: NYSE:DEC: $29.07 million (12.09% of AUM) NASDAQ:GLNG: $13.73 million (5.71% of AUM) NYSE:SDRL: $12.73 million (5.29% of AUM) NYSE:NE: $9.85 million (4.09% of AUM) NASDAQ:MRVI: $9.82 million (4.08% of AUM) As of February 4, DNOW shares were priced at $16.05, up about 6.29% over the past year and underperforming the S&P 500 by 7.70 percentage points. Company overview Metric Value Price (as of 2/4/26) $16.05 Market Capitalization $3 billion Revenue (TTM) $2.43 billion Net Income (TTM) $95.00 million Company snapshot DNOW provides a broad portfolio of maintenance, repair, and operating supplies, as well as pipes, valves, fittings, and engineered equipment for the energy and industrial sectors. The company operates a distribution-based business model, generating revenue through the sale of consumable products and equipment, complemented by supply chain and materials management solutions. It serves upstream, midstream, and downstream energy companies, including oil and gas operators, refineries, petrochemical firms, utilities, and industrial manufacturers. DNOW Inc. is a leading distributor of energy and industrial products, leveraging an extensive network of locations to serve a global customer base. The company’s...
TAIPEI (Taiwan News) — Several Taiwanese chip-related companies have reported strong January revenue, driven by rising demand from artificial intelligence and high-performance computing applications. Powertech Technology, a semiconductor assembly and testing provider, posted January revenue of NT$7.24 billion (US$228.7 million), up 43% from a year earlier. The result marked the company’s second-hi...
TAIPEI (Taiwan News) — Several Taiwanese chip-related companies have reported strong January revenue, driven by rising demand from artificial intelligence and high-performance computing applications. Powertech Technology, a semiconductor assembly and testing provider, posted January revenue of NT$7.24 billion (US$228.7 million), up 43% from a year earlier. The result marked the company’s second-highest January on record, according to CNA . Kinsus Interconnect Technology reported NT$3.96 billion in revenue for January, nearly 55% higher than the same month last year. The figure set a new monthly record for the integrated circuit substrate company. Semiconductor testing equipment supplier WinWay Technology recorded NT$886 million in January revenue, a 33% year-on-year increase. It was the company’s highest January on record. Looking ahead, Powertech said it expects strong momentum to continue this year, with more noticeable growth expected from 2027 to 2028. The company plans to spend about NT$40 billion this year to expand production of fan-out panel-level packaging. FOPLP is an advanced chip packaging technology that improves efficiency and reduces costs by replacing traditional round silicon wafers with square or rectangular panels, according to Sinotrade . Powertech aims to reach full production capacity for this technology by mid-2028. Kinsus said it expects revenue growth this year to exceed last year’s pace, targeting double-digit annual gains. Over the next three years, the company sees growth coming mainly from advanced substrates used in AI chips and high-end servers, while demand for its conventional products is expected to remain steady.
Serhej Calka/iStock via Getty Images Introduction APA Corp. ( APA ) has been one of the strongest performers in the O&G industry since I last reviewed it back in April 2025 . The company has posted a total return of 82.19% since, wildly beating the S&P 500 performance of 30.75%. With a lot of developments such as major discovery & exploration developments, I believe that now is the right time to a...
Serhej Calka/iStock via Getty Images Introduction APA Corp. ( APA ) has been one of the strongest performers in the O&G industry since I last reviewed it back in April 2025 . The company has posted a total return of 82.19% since, wildly beating the S&P 500 performance of 30.75%. With a lot of developments such as major discovery & exploration developments, I believe that now is the right time to assess the company and see if it still deserves its buy rating. Current Dynamics APA has started its 2026 year, shifting from a growth-at-all-costs model to a high-efficiency harvest model, and I believe that’s why the market has reacted so well over the time frame, as it can produce more while spending significantly less. Right now, APA is seeing extreme efficiency gains in the Permian as it now has just 5 active rigs as of early 2026 compared to eight in the previous year. Despite the 35% reduction in rigs, the company has successfully kept oil production levels flat. They are achieving this through longer lateral wells around 2 to 3 miles long and faster drilling speeds, which have increased by over 30% compared to historical averages. And while the US is all about efficiency, Egypt has been APA’s primary growth and cash flow engine, surprisingly. In January, APA began a new three-well drilling program in the Western Desert, which is expected to add 40 MM cubic feet of gas per day to its capacity. Plus, the area has been going through a pricing reform where the Egyptian government recently increased the price i t pays APA for gas to roughly $3.9 per Mcf , up from $2.9 in 2024, thus significantly boosting the profitability of these assets. Plus, the Egyptian government has been aggressively paying down back debts to international oil companies, which has improved APA’s liquidity. For long-term investors, the real story is offshore Suriname. The GranMorgu project in Block 58 has moved into full-scale development following the 2024 final investment decision, with the first o...
Key Points GAMCO Investors added 37,056 NFG shares in the fourth quarter; the estimated transaction value was $3.05 million based on quarterly average pricing. Meanwhile, the quarter-end position value fell by $14.37 million, reflecting both trading and price movement. As fo December 31, the fund reported holding 1,445,601 NFG shares valued at $115.73 million. 10 stocks we like better than Nationa...
Key Points GAMCO Investors added 37,056 NFG shares in the fourth quarter; the estimated transaction value was $3.05 million based on quarterly average pricing. Meanwhile, the quarter-end position value fell by $14.37 million, reflecting both trading and price movement. As fo December 31, the fund reported holding 1,445,601 NFG shares valued at $115.73 million. 10 stocks we like better than National Fuel Gas › On February 5, GAMCO Investors reported buying 37,056 shares of National Fuel Gas Company (NYSE:NFG), an estimated $3.05 million trade based on quarterly average pricing. What happened According to a recent SEC filing, GAMCO Investors increased its position in National Fuel Gas Company by 37,056 shares during the fourth quarter of 2025. The estimated value of the transaction was $3.05 million, calculated using the quarter’s average closing price. At quarter-end, the fund’s stake was valued at $115.73 million, a decrease of $14.37 million from the prior period’s reported value. What else to know GAMCO Investors executed a buy, bringing the position to 1.11% of its $10.41 billion reportable 13F assets. Top holdings after the filing: NYSE:MLI: $214.36 million (2.1% of AUM) NYSE:GATX: $203.12 million (2.0% of AUM) NYSE:CR: $196.42 million (1.9% of AUM) NYSE:MSGS: $158.65 million (1.5% of AUM) NYSE:HRI: $158.28 million (1.5% of AUM) As of February 4, NFG shares were priced at $84.16, up 19.1% over the past year and outperforming the S&P 500 by about 5.11 percentage points. Company overview Metric Value Revenue (TTM) $2.38 billion Net income (TTM) $655.16 million Dividend yield 2.50% Price (as of 2/4/26) $84.16 Company snapshot National Fuel Gas Company operates across four segments: exploration and production, pipeline and storage, gathering, and utility, with primary revenue from natural gas and oil production, transportation, and distribution. The business model integrates upstream and midstream operations, generating income through the sale of natural gas and oil...