League One Port Vale's reward for beating Sunderland in the FA Cup is a quarter-final tie away to Chelsea, while Manchester City will host Liverpool in a heavyweight showdown. Record 14-time winners Arsenal go to Southampton, eighth in the Championship. Leeds United will travel to the winners of Monday's tie between West Ham United and Brentford. The ties will be played across the weekend of 4-5 A...
League One Port Vale's reward for beating Sunderland in the FA Cup is a quarter-final tie away to Chelsea, while Manchester City will host Liverpool in a heavyweight showdown. Record 14-time winners Arsenal go to Southampton, eighth in the Championship. Leeds United will travel to the winners of Monday's tie between West Ham United and Brentford. The ties will be played across the weekend of 4-5 April.
Earnings Call Insights: Korn Ferry (KFY) Q3 2026 Management View CEO Gary Burnison highlighted the firm's evolution toward a unified business model, stating, "Our outstanding performance during the quarter reflects the ongoing evolution of our firm from One Korn Ferry to We Are Korn Ferry." Burnison emphasized the urgency for organizations to embrace technology and AI, noting, "It's not simply tha...
Earnings Call Insights: Korn Ferry (KFY) Q3 2026 Management View CEO Gary Burnison highlighted the firm's evolution toward a unified business model, stating, "Our outstanding performance during the quarter reflects the ongoing evolution of our firm from One Korn Ferry to We Are Korn Ferry." Burnison emphasized the urgency for organizations to embrace technology and AI, noting, "It's not simply that AI will take away your job. It's that those not embracing technology in AI will be left out." Burnison pointed to increasing efficiency and profitability, reporting, "Over the last 3 years, revenue is up and costs are down. Our revenue per headcount has increased by almost 1/3, as a result, we are more profitable and we've grown our margins by more than 300 basis points." The CEO underscored client-centric growth opportunities: "We've got more than 10,000 clients around the world, but 4,500 of those represent 90% of our revenue. ...our penetration is only 1.5 or 2 solutions per client for 2/3 of the 4,500 clients. That means there's a lot of runway to deepen the relationship." Burnison cited major client wins, including a multiyear Talent Suite engagement with a global aerospace company and support for a top financial institution's talent excellence program. CFO Robert Rozek stated, "Our consolidated fee revenue grew 7% to $717 million, again, our fifth consecutive quarter of accelerating year-over-year growth. Earnings continued to grow in line with fee revenue and profitability remained strong. Adjusted EBITDA grew $9 million or 7.5% to $123 million." Rozek added, "Estimated remaining fees under existing contracts at the end of the quarter were $1.85 billion. That's up 11% year-over-year, and we estimate that approximately 60% or about $1.1 billion will be recognized within the next year." Rozek announced a 15% dividend increase to $0.55 per share, stating, "That's our seventh dividend increase in the last 6 years. Our cash flow remains strong, and we are confident in t...
Torsten Asmus/iStock via Getty Images Investment Overview The Vanguard FTSE Canadian High Dividend Yield Index ETF ( VDY:CA ) tracks the FTSE Canada High Dividend Yield Index. The fund's comparatively high yield of 3.6% is attractive relative to fixed income options. The ETF's high concentration in a small number of Canadian financials does not leave this fund well diversified on a sector and hold...
Torsten Asmus/iStock via Getty Images Investment Overview The Vanguard FTSE Canadian High Dividend Yield Index ETF ( VDY:CA ) tracks the FTSE Canada High Dividend Yield Index. The fund's comparatively high yield of 3.6% is attractive relative to fixed income options. The ETF's high concentration in a small number of Canadian financials does not leave this fund well diversified on a sector and holding basis. The strong recent performance of two Canadian banks that account for over one quarter of VDY’s holdings indicates the fund is fully valued. Fund Profile And Holdings With a total NAV of $6.6B, VDY is the fifth largest Vanguard fund in Canada and one of the largest dividend ETFs in Canada. Founded in November 2012, VDY has attracted an investor following with its relatively low MER of 0.22%. VDY Fund Overview (Vanguard) The fund’s 56 stocks have a median market capitalization of $116B; this compares to the median market capitalization of just $7B for the broader S&P/TSX Composite Index. The underlying holdings have an average P/E ratio of 15.8x and a price-to-book valuation of 2x. VDY’s inclusion of mature, dividend-paying stocks has more attractive valuations than the S&P/TSX Composite Index, currently trading at approximately 22x earnings and 2.65x book value. The underlying holdings have an earnings growth rate of 5.9%, helping to fuel dividend growth across the fund’s holdings. Recent Performance VDY has climbed 38% over the past 12 months, outperforming the average fund in its Canadian equity category, which rose 21%. VDY has climbed 18.0% over the past three years and 18.8% over the past five. This Vanguard fund, launched in November 2012, has achieved an impressive average annualized return of more than 11.6% since its inception. This outperformance has earned VDY a 5-star rating with ratings agency Morningstar . VDY Performance (Vanguard) Distribution Yield Interest rates in Canada have been falling since the spring of 2024. The Bank of Canada’s current ov...
This article first appeared on GuruFocus. Micron Technology (MU, Financials) received a higher price target from Citi ahead of its upcoming quarterly earnings, with analysts citing rising memory prices and strong demand linked to artificial intelligence infrastructure. Citi kept its Buy rating on Micron and raised its price target from $385 to $430. The analysts stated that memory prices have been...
This article first appeared on GuruFocus. Micron Technology (MU, Financials) received a higher price target from Citi ahead of its upcoming quarterly earnings, with analysts citing rising memory prices and strong demand linked to artificial intelligence infrastructure. Citi kept its Buy rating on Micron and raised its price target from $385 to $430. The analysts stated that memory prices have been higher than they thought they would be this year, which has made them improve their projections for the company's February and April quarters. On March 18, Micron will release its financial results for the second quarter of its fiscal year. Peter Lee, an analyst at Citi, thinks that the average selling price of DRAM would go up roughly 171% from 2025 to 2026 because of high demand for data centers related to AI computing. Prices for NAND flash memory are also expected to go up by roughly 127% per year since there is a lot of demand for corporate solid-state drives. Analysts also saw news that Samsung has drastically hiked DRAM pricing, with a possible 100% quarter-over-quarter increase in the first quarter. This might help the memory market as a whole even more. People who invest are still arguing about whether the industry is approaching a long memory cycle caused by AI workloads and not enough new production capacity.
Healthcare is probably one of the biggest expenses you'll face in retirement. It may even be your single largest ongoing cost, especially if you pay off your home before ending your career. It's important to do what you can to keep your healthcare spending to a manageable level. And part of that means avoiding these potentially huge Medicare mistakes. 1. Missing the initial enrollment period Your ...
Healthcare is probably one of the biggest expenses you'll face in retirement. It may even be your single largest ongoing cost, especially if you pay off your home before ending your career. It's important to do what you can to keep your healthcare spending to a manageable level. And part of that means avoiding these potentially huge Medicare mistakes. 1. Missing the initial enrollment period Your initial Medicare enrollment window spans seven months. It starts three months before the month you turn 65 and ends three months after that month. All told, that's a pretty long window. But if you miss it, you put yourself at risk for late enrollment penalties that could stick with you for life. Specifically, you'll be hit with a 10% surcharge on your Medicare Part B premiums for each year-long period you don't have coverage upon becoming eligible. And going too long with prescription coverage could lead to penalties on your Part D premiums as well. Now if you're still working at the time of your initial enrollment period, and you have qualifying health coverage through your job, you'll generally qualify for a special enrollment period. That allows you to sign up for Medicare at a later date without incurring late enrollment penalties. But make sure your group health plan qualifies for a special enrollment period before delaying Medicare. Otherwise, you could end up paying more on a permanent basis. 2. Choosing a drug plan based on premiums alone When you decide to stick to original Medicare, as opposed to Medicare Advantage, you need to buy a separate Part D plan to cover prescriptions. But one thing you don't want to do is choose a Part D plan based on premium costs alone. It's important to review each Part D plan's formulary to see how it classifies the medications you take. A plan with lower or even $0 premiums could leave you paying a lot more for your actual prescriptions, leading to higher costs overall. 3. Sitting out fall open enrollment Medicare Advantage and Part...
EMS-FORSTER-PRODUCTIONS/DigitalVision via Getty Images For the past several years, tech companies have dominated portfolios and headlines alike. For example, the Vanguard S&P 500 ETF now allocates more than 30% of its weight to tech stocks, and investors chasing AI exposure have largely looked to the obvious names. One overlooked theme in the AI investment world is water. Data centers powering the...
EMS-FORSTER-PRODUCTIONS/DigitalVision via Getty Images For the past several years, tech companies have dominated portfolios and headlines alike. For example, the Vanguard S&P 500 ETF now allocates more than 30% of its weight to tech stocks, and investors chasing AI exposure have largely looked to the obvious names. One overlooked theme in the AI investment world is water. Data centers powering the AI revolution are among the most water-intensive facilities on the planet. In this article I will look at one company that focuses on water: Select Water ( WTTR ). Company Overview Select Water is a diversified water company that is (mostly) helping O&G companies with their water requirements. This includes water sourcing, which is necessary for, for example, creating wells, separating fluids, and disposing of produced water. Segments of Select Water ( Investor Presentation ) Segments As can be seen from the picture above, the company operates three different segments: Water Infrastructure, Water Services and Chemical technologies. While the segments overlap in some regards, they all have their own dynamics. Water Infrastructure The Water Infrastructure segment specializes in recycling, gathering, transferring, and disposing of water, primarily for the energy industry. It operates through a network of pipelines, treatment facilities, and storage and disposal sites. It is the fastest-growing segment of the company, and the company is investing heavily in this segment as it leads to recurring revenue, which increases revenue visibility and enhances long-term capital returns. Reasons behind the high investments in water infrastructure ( Investor Presentation ) The water infrastructure industry is currently quite fragmented and includes other water midstream companies (WaterBridge (NYSE: WBI ) and Aris), O&G Midstream Companies which tend to offer these services secondary to their core business, E&P companies that have invested in their own infrastructure, and certain landowne...
Casey Wasserman ’s eponymous sports and entertainment talent agency has changed its name after the founder’s contacts with convicted sex offender Jeffrey Epstein were revealed recently. The Wasserman group will now be know as The Team, according to a statement on the company’s website. “For 24 years, this company has been shaped by our work, our people and our unifying belief in the power of sport...
Casey Wasserman ’s eponymous sports and entertainment talent agency has changed its name after the founder’s contacts with convicted sex offender Jeffrey Epstein were revealed recently. The Wasserman group will now be know as The Team, according to a statement on the company’s website. “For 24 years, this company has been shaped by our work, our people and our unifying belief in the power of sports, music and entertainment,” the company said. Wasserman said last month that he would put the company up for sale, citing the impact of “past personal mistakes.” The board of the Los Angeles 2028 Olympics organizing committee voted to keep Wasserman as chair, however.
This article first appeared on GuruFocus. Nscale, a UK-based developer of artificial intelligence data centers, has secured a fresh $2 billion funding round, underscoring the scale of capital continuing to flow into AI infrastructure. The Series C round, led by Norwegian energy company Aker ASA (AKAAF) and investment firm 8090 Industries, values the company at $14.6 billion. Several technology com...
This article first appeared on GuruFocus. Nscale, a UK-based developer of artificial intelligence data centers, has secured a fresh $2 billion funding round, underscoring the scale of capital continuing to flow into AI infrastructure. The Series C round, led by Norwegian energy company Aker ASA (AKAAF) and investment firm 8090 Industries, values the company at $14.6 billion. Several technology companies participated in the financing, including Nvidia (NASDAQ:NVDA), Lenovo Group and Nokia. Alongside the funding, Nscale appointed several high-profile figures to its board, including former Meta Platforms executives Sheryl Sandberg and Nick Clegg, as well as Susan Decker, a former Yahoo executive who currently serves on multiple corporate boards. Nscale emerged in early 2024 after spinning out of a cryptocurrency mining operation and has quickly positioned itself as a so-called neocloud operator, renting computing capacity to companies building artificial intelligence applications. The company has sought to differentiate itself by focusing on AI infrastructure projects across Europe, including planned developments in the UK, Norway and Portugal. Its latest financing follows a period of rapid fundraising, with the company bringing in $1.5 billion earlier in 2025 and arranging roughly the same amount in loans to support data center expansion. The company's growth reflects the surge in demand for computing power tied to generative AI, which has triggered a wave of new data-center construction globally. Nscale previously partnered with Aker on plans to build a data center project near the Arctic Circle, with OpenAI serving as the anchor customer. Aker Chief Executive Officer Oyvind Eriksen said changes including combining Nscale's Norway operations into a single entity are intended to simplify the company's structure ahead of a potential public listing that could take place in the United States.
J Studios/DigitalVision via Getty Images Portfolio Review The Silvant Large Cap Growth SMA returned +2.69% (gross)/+1.94% (net) for the quarter, outperforming the Russell 1000 Growth Index's return of +1.12%. Healthcare, communication services, financials, and industrials stock selection all contributed to performance. Consumer discretionary stock selection detracted the most from returns. Eli Lil...
J Studios/DigitalVision via Getty Images Portfolio Review The Silvant Large Cap Growth SMA returned +2.69% (gross)/+1.94% (net) for the quarter, outperforming the Russell 1000 Growth Index's return of +1.12%. Healthcare, communication services, financials, and industrials stock selection all contributed to performance. Consumer discretionary stock selection detracted the most from returns. Eli Lilly ( LLY ) and Alphabet ( GOOG ) were among the top stock contributors to relative performance. Pharmaceutical company Eli Lilly outperformed after trading sideways for much of the year. In November, the company agreed to Most-Favored-Nation (MFN) pricing for its obesity and Type II diabetes GLP-1 therapies. This expands access to the roughly 40 million prediabetic and obese seniors in the Medicare population, where GLP-1s had not been covered due to cost, compared to the eight million U.S. patients that are currently using the treatments. The company also received a Commissioner's National Priority Review Voucher to expedite FDA reviews for its oral obesity medication, which should enable the drug to launch six months earlier than expected. We held steady with the stock given these positive tailwinds. Technology giant Alphabet posted another strong quarter, with key metrics across its major business lines beating and accelerating expectations, driven largely by strength in AI innovations. The launch of Gemini 3, its newest large language model, helped cement the company's AI leadership, outperforming on benchmark scores and driving a surge in monthly active usage to roughly 650 million, aided by integration into its Google search bar. We maintained the position based on the company's continued market strength and impressive AI monetization potential across its business segments. Royal Caribbean ( RCL ) and O'Reilly Automotive ( ORLY ) were among the largest stock detractors from relative performance. Cruise line operator Royal Caribbean lagged after outperforming most of t...
Available for over a year The US-Israel war with Iran has continued into a second week, with America’s allies still scrambling to respond. Oil prices are dominating the headlines with the cost of a barrel exceeding $100 for the first time since 2022. In this episode, Justin, Marianna and Anthony join Matt Chorley on 5 Live to answer your questions about the war, including whether Europe still need...
Available for over a year The US-Israel war with Iran has continued into a second week, with America’s allies still scrambling to respond. Oil prices are dominating the headlines with the cost of a barrel exceeding $100 for the first time since 2022. In this episode, Justin, Marianna and Anthony join Matt Chorley on 5 Live to answer your questions about the war, including whether Europe still needs to cooperate with the White House, and whether Trump’s war is motivated by oil. Meanwhile, the White House is uploading social media videos of the war in Iran interspersed with online memes, TV shows and video games. Is it just rage bait or is the “gamification” of war upon us? And what does that actually mean? Plus, former homeland security head Kristi Noem has faced the wrath of Trump’s signature ‘you’re fired!’ catchphrase, becoming the first cabinet secretary to be sacked in Trump’s second term. A White House official said this was “a culmination of her many unfortunate leadership failures”. After predicting her demise on a recent episode, Justin, Marianna and Anthony discuss why Noem was sacked and what this means for the Trump administration. Plus, is Pete Hegseth the secretary for war or defence? And has the level of scrutiny changed for American leadership since the days of Obama’s tan suit? HOSTS: - Justin Webb, Radio 4 presenter - Marianna Spring, Social Media Investigations Senior Correspondent - Anthony Zurcher, North America Correspondent - Matt Chorley, 5 Live presenter GET IN TOUCH: • Join our online community: https://discord.gg/qSrxqNcmRB • Send us a message or voice note via WhatsApp to +44 330 123 9480 • Email Americast@bbc.co.uk • Or use #Americast This episode was made by Rufus Gray, Grace Reeve, Mhairi MacKenzie and Harry Craig. The technical producer was Jack Graysmark. The series producer is Purvee Pattni. The senior news editor is Sam Bonham. If you want to be notified every time we publish a new episode, please subscribe to us on BBC Sounds by hi...
Kevin Fox thought the spring-like temperatures that had temporarily pushed the cold away from south-eastern Ontario meant a good day on for ice fishing, a popular winter pastime in the region. After shifting location because the wind and ice “didn’t feel right” and the fish weren’t biting close to shore, he and a friend joined nearly two dozen others far out on a sheet of ice in Lake Huron. They f...
Kevin Fox thought the spring-like temperatures that had temporarily pushed the cold away from south-eastern Ontario meant a good day on for ice fishing, a popular winter pastime in the region. After shifting location because the wind and ice “didn’t feel right” and the fish weren’t biting close to shore, he and a friend joined nearly two dozen others far out on a sheet of ice in Lake Huron. They followed the familiar routine of anyone who spends a day on the ice: they drilled holes, dropped their lines and waited. Less than four hours after venturing on to the frozen lake, however, disaster struck. Fishers including Fox noticed they were moving – imperceptibly slowly, but enough that it was captured on their electronic devices. Unseasonably warm weather and strong winds had helped detach a large piece of ice from the shores of Georgian Bay, stranding 23 people – including families – and prompting a dramatic rescue. Despite strong winds, Ontario police were able to send two helicopters and one air ambulance to retrieve the stranded anglers in an operation on Sunday that took two hours. Fox wrote on Facebook that the group decided to run toward one side of the bay in an attempt to escape back to land. But they soon realized the ice had already separated from the shore in that spot. At another section, they found the same result: the ice had sheared from the land. View image in fullscreen Photograph: Ontario Provincial Police As chasms replaced cracks in the ice, fear set in, survivors recalled. “I just started screaming: the ice is opening. The ice is opening,” Alfie How, one of the fishers, told the Sun Times, a local newspaper. Three members of the group tried to run towards shore but the ice around them fractured into smaller pieces, stranding them on open water. “That’s when the reality of the situation really set in. We heard with the [strong] winds at one point they could not send a boat or helicopter. We honestly thought we were doomed,” he wrote. “Some of the ...
J Studios/DigitalVision via Getty Images With baby boomers retiring by the truckload, many investors aged 65+ may be looking at their investing strategies for the first time in a while. When you're a working adult, the idea is simple: save as much as you can into a pot primarily invested in the market, with the goal of growing your money over time. The goal, in this stage, is growth. When you reti...
J Studios/DigitalVision via Getty Images With baby boomers retiring by the truckload, many investors aged 65+ may be looking at their investing strategies for the first time in a while. When you're a working adult, the idea is simple: save as much as you can into a pot primarily invested in the market, with the goal of growing your money over time. The goal, in this stage, is growth. When you retire, your goals become different, as your relationship with your brokerage account flips from depositing to withdrawing. As a result, underlying investments may need to change in order to support a retirement lifestyle. Historically, I have argued that covered call funds are a mixed bag. Some, like Global X NASDAQ 100 Covered Call ETF ( QYLD ), doom investors to long-term principal decay due to rigid, inflexible call-selling regimes. Others, like the Roundhill Innov-100 0DTE Covered Call Strat ETF ( QDTE ) and the NEOS Nasdaq-100 High Income ETF ( QQQI ), are constructed much more thoughtfully and should provide significant income throughout retirement. In this article, I'm going to talk about DIVO , the Amplify CWP Enhanced Dividend Income ETF. In many ways, the fund is similar to other ones I have already covered. It builds a portfolio of stocks and sells covered calls on its underlying exposure. However, the way the fund works (by building a concentrated portfolio and selling calls opportunistically) differentiates the fund considerably versus peers. With great performance notched since inception and with an agreeable market regime for the foreseeable future, I see DIVO as a great choice for investors looking for compounding returns, solid income, and reduced volatility through most market cycles. Today, I will break down DIVO and make the case that this enhanced income, quality-exposed fund is an excellent choice for retirees now and well into the future. Sound good? Let's dive in. Construction Before diving into why I think DIVO is a great fit for retirees in the curren...
Coca-Cola (KO +0.66%) and Altria (MO +0.23%) are both popular blue chip dividend stocks. The former is the world's largest beverage maker, while the latter is America's biggest tobacco company. But should you buy either of these stocks in this volatile market? Coca-Cola is still growing at a steady rate In addition to its namesake soda, Coca-Cola sells a wide range of other carbonated and non-carb...
Coca-Cola (KO +0.66%) and Altria (MO +0.23%) are both popular blue chip dividend stocks. The former is the world's largest beverage maker, while the latter is America's biggest tobacco company. But should you buy either of these stocks in this volatile market? Coca-Cola is still growing at a steady rate In addition to its namesake soda, Coca-Cola sells a wide range of other carbonated and non-carbonated drinks. It's been selling more bottled water, fruit juices, teas, sports drinks, energy drinks, and other beverages to offset declining soda consumption rates. It's also been refreshing its sodas with new flavors, smaller serving sizes, and healthier versions. Expand NYSE : KO Coca-Cola Today's Change ( 0.66 %) $ 0.51 Current Price $ 77.55 Key Data Points Market Cap $331B Day's Range $ 76.37 - $ 77.61 52wk Range $ 65.35 - $ 82.00 Volume 729K Avg Vol 18M Gross Margin 61.75 % Dividend Yield 2.65 % Coca-Cola only sells the concentrates and syrups for those drinks, while its independent bottling partners actually produce and sell the finished products. That capital-light business model enables it to maintain stable margins and generate plenty of cash for dividends, which it has raised annually for 64 consecutive years. That makes it a Dividend King -- an elite title reserved for companies that have raised their dividends annually for at least 50 straight years. Altria's business model is evolving Altria spun off its overseas business as Philip Morris International (PM +0.88%) in 2008. It still generates most of its revenue from its cigarettes (including its flagship Marlboro brand), but those shipments are declining as adult smoking rates in the U.S. drop to their all-time lows. Expand NYSE : MO Altria Group Today's Change ( 0.23 %) $ 0.15 Current Price $ 66.67 Key Data Points Market Cap $111B Day's Range $ 66.04 - $ 66.93 52wk Range $ 52.82 - $ 70.51 Volume 5.5M Avg Vol 10M Gross Margin 75.86 % Dividend Yield 6.25 % To offset that pressure, Altria consistently raises pr...
This article first appeared on GuruFocus. Amazon.com (AMZN, Financials) is expanding its financial services presence in India as its Amazon Pay platform evolves from a basic checkout tool into a broader digital financial ecosystem. According to the firm, Amazon Pay now works with a number of services, such as Unified Payments Interface transactions, card payments, bill payments, and trip reservati...
This article first appeared on GuruFocus. Amazon.com (AMZN, Financials) is expanding its financial services presence in India as its Amazon Pay platform evolves from a basic checkout tool into a broader digital financial ecosystem. According to the firm, Amazon Pay now works with a number of services, such as Unified Payments Interface transactions, card payments, bill payments, and trip reservations. The site also offers incentives through a credit card agreement with ICICI Bank that is co-branded. Amazon has made the service even better by letting consumers open fixed deposits right in the app with the help of partner banks and non-banking financial businesses. These deposits pay interest rates of up to 8% per year, and some groups, including women and seniors, can get even more benefits. The organization has also started offering insurance services by working with HDFC ERGO, ACKO, and ICICI Lombard. The service offers paperless car insurance and cashless claims at over 9,000 garages around the country. Amazon claimed that the move is part of a bigger plan to add everyday financial services to its platform. This would let consumers handle payments, savings, and protection goods all in one mobile app. Shares of Amazon fell by 1.7% in premarket trade on Monday. So far this year, they have lost nearly 7.6% of their value.