Earnings Call Insights: Southland Holdings, Inc. (SLND) Q4 2025 Management View Frankie S. Renda, President, CEO & Interim Chairman, stated that 2025 results were significantly impacted by several discrete items, most notably a $136 million adverse legal ruling on the Washington State Convention Center project, which "had a material impact on our fourth quarter and full-year reported results." Ren...
Earnings Call Insights: Southland Holdings, Inc. (SLND) Q4 2025 Management View Frankie S. Renda, President, CEO & Interim Chairman, stated that 2025 results were significantly impacted by several discrete items, most notably a $136 million adverse legal ruling on the Washington State Convention Center project, which "had a material impact on our fourth quarter and full-year reported results." Renda explained that the company recorded a long-term accrued liability due to the adverse ruling, and settlement will be paid by sureties under general indemnity agreements with repayment forborne until March 27, 2027. He emphasized, "I'm extremely disappointed in our financial results for 2025, and I'm committed to providing you with a complete explanation of the challenges we faced and the strategic plan we have implemented to move the Company forward." He detailed a comprehensive capital restructuring, highlighting $116 million of additional capital raised with $14 million secured before year-end and $102 million in Q1. Sureties replaced the senior lender, reducing principal by $14 million and assuming $110 million of debt. Renda highlighted, "the sureties have agreed to waive all scheduled quarterly principal and monthly interest payments through maturity," cutting debt service by approximately $27 million over the next year. The strategic plan includes monetizing idle equipment and non-core assets, settling outstanding disputes, focusing on high-margin core markets, and optimizing the bidding strategy for water-resource, bridge, marine, and tunnel projects. Renda announced new awards in Q4 totaling $118 million in core markets, including a $48 million data-center contract, a $40 million CMAR water resource project in Texas, and a $30 million pump-station project in Florida. The Bull Run Filtration Facility project termination reduced backlog by about $160 million, setting the current backlog at slightly over $2 billion. Keith Bassano, CFO, reported, "Revenue in the fourt...
Acuity will pay a quarterly dividend of 20 cents per share. The dividend is payable on May 1, 2026, to shareholders of record on April 17, 2026. Utz Brands, a leading U.S. manufacturer of branded salty snacks, and a small-cap growth and value Staples equity, today a
Acuity will pay a quarterly dividend of 20 cents per share. The dividend is payable on May 1, 2026, to shareholders of record on April 17, 2026. Utz Brands, a leading U.S. manufacturer of branded salty snacks, and a small-cap growth and value Staples equity, today a
Ryan Murphy’s series about the doomed marriage between Carolyn Bessette and JFK Jr is ‘prestige television without the usual weight’ The plane vanishes. Families are told. Ashes are scattered. So ends Love Story, Ryan Murphy’s schlocky, glossy nine-part melodrama about the doomed marriage between Carolyn Bessette and John F Kennedy Jr. Yet one thing is clear: the myth of Camelot – or at least this...
Ryan Murphy’s series about the doomed marriage between Carolyn Bessette and JFK Jr is ‘prestige television without the usual weight’ The plane vanishes. Families are told. Ashes are scattered. So ends Love Story, Ryan Murphy’s schlocky, glossy nine-part melodrama about the doomed marriage between Carolyn Bessette and John F Kennedy Jr. Yet one thing is clear: the myth of Camelot – or at least this version – still captivates. This week, Disney+ confirmed Love Story is now the most streamed drama in the platform’s history. A rare sleeper hit, later episodes drew 50% more global viewers than February’s pilot, boosted by “social reach” and word of mouth. According to FX, which created the show, social media searches for JFK Jr and Bessette grew by more than 9100% in the past month. Continue reading...
Skyworks Solutions ( SWKS ) shares snapped six straight sessions of gains on Friday, as the stock was 5.2% lower at $53.69. The developer and manufacturer of analog and mixed-signal semiconductor products gained 4.7% in the preceding six sessions. SWKS is down 10% over the past one month. Most recently, Skyworks Solutions made it to the list of top ten tech stocks showing highest dividend yield at...
Skyworks Solutions ( SWKS ) shares snapped six straight sessions of gains on Friday, as the stock was 5.2% lower at $53.69. The developer and manufacturer of analog and mixed-signal semiconductor products gained 4.7% in the preceding six sessions. SWKS is down 10% over the past one month. Most recently, Skyworks Solutions made it to the list of top ten tech stocks showing highest dividend yield at the eight position with a 5.18% dividend yield. Looking at Seeking Alpha's Quant Rating, SWKS has a Hold rating with a score of 3.2 out of 5. The company received A- in the prospect of profitability, while it received F in the growth factor. Seeking Alpha analysts are positive and see the stock as a Buy. Turning to the Wall Street , five analysts have given the stock a Buy or above rating. 19 analysts gave the stock hold recommendation, while one gave Sell rating to SWKS. More on Skyworks Solutions Skyworks Solutions, Inc. (SWKS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Skyworks: Buy This Undervalued Dividend Machine Skyworks Solutions, Inc. (SWKS) Q1 2026 Earnings Call Transcript Top 10 tech stocks showing highest dividend yield amid rising volatility Skyworks Solutions shares break six-session losing streak
There's been much discussion in the financial media recently that the Iran war killed off the "Sell America trade" -- the trend among international investors to sell U.S.-related assets, including stocks , bonds, and the dollar, simultaneously. The idea of the Sell America trade got a lot of press last year after President Donald Trump introduced shockingly high tariffs on imports from many U.S. t...
There's been much discussion in the financial media recently that the Iran war killed off the "Sell America trade" -- the trend among international investors to sell U.S.-related assets, including stocks , bonds, and the dollar, simultaneously. The idea of the Sell America trade got a lot of press last year after President Donald Trump introduced shockingly high tariffs on imports from many U.S. trading partners. Just as surprisingly, the Trump administration began to attack the Federal Reserve. Both sets of policies raised concerns among international investors that U.S. economic policymaking was unstable, prompting them to diversify out of U.S. assets. More recently, amid the war in the Middle East, analysts speculated that global investors would return to U.S. assets as a haven from geopolitical uncertainty and soaring energy prices resulting from it. Continue reading
The State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NASDAQ:NZAC) and the iShares MSCI Emerging Markets ETF (NYSEMKT:EEM) differ most in geographic focus, expense ratio, and risk profile—NZAC is a climate-conscious global fund, while EEM concentrates on emerging markets and carries higher costs and volatility. Both NZAC and EEM seek to provide broad equity exposure, but with distinct approac...
The State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NASDAQ:NZAC) and the iShares MSCI Emerging Markets ETF (NYSEMKT:EEM) differ most in geographic focus, expense ratio, and risk profile—NZAC is a climate-conscious global fund, while EEM concentrates on emerging markets and carries higher costs and volatility. Both NZAC and EEM seek to provide broad equity exposure, but with distinct approaches: NZAC blends developed and emerging markets with an ESG overlay, while EEM zeroes in on large- and mid-cap stocks from emerging economies. This comparison highlights how cost, performance, risk, holdings, and portfolio makeup may influence investor preference between these two ETFs. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Continue reading
Musk Targets Retail Investors For Up To 30% Of SpaceX's IPO Shares Elon Musk is planning a highly unconventional IPO for SpaceX, aiming to make it one of the largest public offerings ever, with a target raise in the tens of billions, according to the Wall Street Journal . Instead of relying solely on the standard investor roadshow, he is considering bringing investors directly to SpaceX sites, whe...
Musk Targets Retail Investors For Up To 30% Of SpaceX's IPO Shares Elon Musk is planning a highly unconventional IPO for SpaceX, aiming to make it one of the largest public offerings ever, with a target raise in the tens of billions, according to the Wall Street Journal . Instead of relying solely on the standard investor roadshow, he is considering bringing investors directly to SpaceX sites, where they could tour facilities and potentially witness rocket launches—turning the pitch into an immersive experience designed to build excitement and demand. A central part of the strategy is reshaping who gets access to shares. Musk wants to allocate a much larger share of the IPO to retail investors—possibly a third or more—far above the typical allocation. He is also exploring giving priority access to loyal supporters, such as Tesla shareholders and individuals who have backed his other ventures, reinforcing his pattern of rewarding his existing base. The WSJ writes that at the same time, SpaceX may depart from traditional IPO rules around insider selling. Some early investors could be required to hold their shares longer than usual to help stabilize the stock, while others might face fewer restrictions and be allowed to sell earlier. Bloomberg adds that SpaceX plans to begin more formal investor outreach in April through “testing-the-waters” meetings, where executives will share deeper financial and strategic details ahead of the IPO. These sessions are expected to clarify how the company justifies its massive valuation target. The offering could aim for a valuation above $1.7 trillion, putting SpaceX among the largest companies in the world if achieved. Investor interest is especially focused on how newer initiatives—like its AI business (xAI), space-based data centers, and long-term lunar ambitions—factor into that valuation. Financially, most of SpaceX’s revenue still comes from its launch services and Starlink satellite business, with projected revenue nearing $20 ...
Crisis in the Middle East, a Russian drone attack in Lviv, cherry blossom in Tokyo and the return of BTS – the past seven days as captured by the world’s leading photojournalists Continue reading...
Crisis in the Middle East, a Russian drone attack in Lviv, cherry blossom in Tokyo and the return of BTS – the past seven days as captured by the world’s leading photojournalists Continue reading...
The Global X PureCap MSCI Information Technology ETF is seeing unusually high volume in afternoon trading Friday, with over 3.6 million shares traded versus three month average volume of about 288,000. Shares of GXPT were down about 1.9% on the day. Components of that ETF with
The Global X PureCap MSCI Information Technology ETF is seeing unusually high volume in afternoon trading Friday, with over 3.6 million shares traded versus three month average volume of about 288,000. Shares of GXPT were down about 1.9% on the day. Components of that ETF with
Jurgen Klopp says Mohamed Salah is an "all-time great" at Liverpool and that he "would not be surprised if he plays another six or seven years" after the forward announced he will leave the club at the end of the season.
Jurgen Klopp says Mohamed Salah is an "all-time great" at Liverpool and that he "would not be surprised if he plays another six or seven years" after the forward announced he will leave the club at the end of the season.
Could Israeli public support for the war in Iran give Benjamin Netanyahu a boost before this year’s elections? The vote will be the first chance for Israelis to have a say on their government since the Hamas-led attacks on 7 October 2023. Lucy Hough speaks to the Guardian’s chief Middle East correspondent, Emma Graham-Harrison Continue reading...
Could Israeli public support for the war in Iran give Benjamin Netanyahu a boost before this year’s elections? The vote will be the first chance for Israelis to have a say on their government since the Hamas-led attacks on 7 October 2023. Lucy Hough speaks to the Guardian’s chief Middle East correspondent, Emma Graham-Harrison Continue reading...
In trading on Friday, the Sprott Silver Miners & Physical Silver ETF is outperforming other ETFs, up about 3.9% on the day. Components of that ETF showing particular strength include shares of New Pacific Metals, up about 6% and shares of Silvercorp Metals, up about 5.5% on
In trading on Friday, the Sprott Silver Miners & Physical Silver ETF is outperforming other ETFs, up about 3.9% on the day. Components of that ETF showing particular strength include shares of New Pacific Metals, up about 6% and shares of Silvercorp Metals, up about 5.5% on
Midnight Studio/iStock via Getty Images Recently I was reading an article from Morgan Stanley ( MS ): “Who Is On The Other Side?” and it is an article rich in so many aspects that it is even difficult to summarize all the ideas. But in this article, I will draw some parallels with the current market and with my own experiences applying some of these concepts, such as time arbitrage as a “superpowe...
Midnight Studio/iStock via Getty Images Recently I was reading an article from Morgan Stanley ( MS ): “Who Is On The Other Side?” and it is an article rich in so many aspects that it is even difficult to summarize all the ideas. But in this article, I will draw some parallels with the current market and with my own experiences applying some of these concepts, such as time arbitrage as a “superpower”. A Word About Time Arbitrage The Morgan Stanley article, specifically by authors Michael J. Mauboussin and Dan Callahan, draws on Treynor to explain what time arbitrage is and how it can be used by the investor to improve their returns. The concept is quite simple to understand; basically, it is understood that an investor operating in different timeframes than other investors manages to have an edge. For instance, think if you are a hedge fund manager. There is a gigantic pressure for you to beat your benchmark, which for stocks is generally the S&P 500 ( SPY ) ( IVV ). Even if the manager is not exactly a short term trader, he will still be affected by this pressure to choose the right investments but also to have them work out as quickly as possible. That is, you don’t want to buy a stock with a high margin of safety and have it stay sideways for 3 years, even if in the 4th year it compensates for all that waiting. As a manager who will be evaluated by customers not only against the benchmark but also against your peers, you want your total return to look “good” and better than the average in timeframes suitable for your strategy. Since the market is short-termist, and many people choose their funds based on total return, often in short windows, such as 6 months and 1 year, this pressure is truly significant. The investor base also matters for institutional investors; even if you believe in a stock, perhaps you have to sell at an inopportune moment just because a part of your investor base wants to withdraw their money at that moment. Now, think if you are an individu...