PM Images/DigitalVision via Getty Images A few months have passed since I have covered Scorpio Tankers ( STNG ). This stock has run up quite a lot since the first article, and I can tell that the company still looks strong. Q1 2026 results were good, and the most important part was that they now have a stronger and clean balance sheet. STNG now has a net cash position, a modern fleet, bigger divid...
PM Images/DigitalVision via Getty Images A few months have passed since I have covered Scorpio Tankers ( STNG ). This stock has run up quite a lot since the first article, and I can tell that the company still looks strong. Q1 2026 results were good, and the most important part was that they now have a stronger and clean balance sheet. STNG now has a net cash position, a modern fleet, bigger dividends, a huge share buyback program, and the opportunity to rebuild the fleet without pressure on its balance sheet. This, in fact, also changes the risk profile, even though this is a tanker company and the rates cycle remains one of the main risks. However, today I believe that STNG looks like a safer option to play this cycle. The stock, though, is not that cheap like it used to be when I wrote my first articles; still, I believe that we have upside left. Q1 2026 As I already said, Q1 2026 was a good quarter, and most importantly, this quarter showed that Scorpio Tankers profitability recovered not only from one-offs. Yes, the company got profit from vessel sales, but even if we take this effect, adjusted net income was at $150.9 million , while adjusted EPS was at $3.02 compared to $1.03 a year ago. This is a good and strong difference that we see. I think it is also important to understand that improvement really came from a stronger product tanker market. Vessel revenue reached $312.9 million, while TCE revenue was up to $303.0 million, which shows that the company is benefiting from this cycle. It can still generate a strong cash flow even if ton-mile demand, Middle East dislocation, and longer routes persist. While Scorpio is currently smaller by its fleet size, earnings quality seems better to me as rates recovered at the same time when financial expenses decreased. Due to this reason, I believe it is now possible to call this stock a quality one. TCE Rates My strongest argument in this thesis is TCE rates. The problem with Scorpio Tankers was that the market was af...
You can claim Social Security retirement benefits starting at 62, and many people choose to do that, or to claim shortly after eligibility. An early claim relative to your full retirement age will shrink your monthly check, but a good number of workers are willing to accept that trade-off because they want to retire early and need Social Security to help them do it. One thing you should be aware o...
You can claim Social Security retirement benefits starting at 62, and many people choose to do that, or to claim shortly after eligibility. An early claim relative to your full retirement age will shrink your monthly check, but a good number of workers are willing to accept that trade-off because they want to retire early and need Social Security to help them do it. One thing you should be aware of, though, is that your net income from Social Security checks is most likely going to shrink starting at 65. Here's why that's the case for many seniors, what you should do to plan for it, and why it is not necessarily always a bad thing. Continue reading
The securities regulator in China signaled that the fund management industry needs to accelerate its shift toward delivering sustainable long-term returns. China Securities Regulatory Commission Chairman Wu Qing said the watchdog is studying a three‑year action plan to implement a new State Council guideline on private funds and will establish a “1+N+X” framework, according to a statement Saturday...
The securities regulator in China signaled that the fund management industry needs to accelerate its shift toward delivering sustainable long-term returns. China Securities Regulatory Commission Chairman Wu Qing said the watchdog is studying a three‑year action plan to implement a new State Council guideline on private funds and will establish a “1+N+X” framework, according to a statement Saturday on its website. The reforms include efforts to lower fees, standardize performance benchmarks and improve evaluation systems, the statement said, citing a speech by Wu. The framework will cover market entry, ongoing supervision, risk resolution and development support. Wu noted that algorithmic trading has become widely used across global capital markets, including in China, by quant funds, foreign investors, public funds, other professional institutions and some individuals. Regulators have introduced measures including trade reporting, enhanced monitoring, stricter oversight of abnormal trading and guidance to reduce trading frequency. They will further refine the regulatory framework to promote fairness and crack down on illegal and non‑compliant activities, including market manipulation and disorderly trading, Wu said. The speech underscored the growing role of funds in China’s equity market , noting that stock investment has grown 41% over the past five years to 13.4 trillion yuan ($2 trillion). Holdings now account for 13.7% of the free float market value of A shares, Wu said.
Sakorn Sukkasemsakorn/iStock via Getty Images Dividend growth investing is an extremely powerful way to achieve financial independence because, if you focus on blue-chip dividend growth stocks and build a well-diversified portfolio of them, you can have a high degree of confidence that, the vast majority of the time, your passive income will be sustainable and likely will keep growing year after y...
Sakorn Sukkasemsakorn/iStock via Getty Images Dividend growth investing is an extremely powerful way to achieve financial independence because, if you focus on blue-chip dividend growth stocks and build a well-diversified portfolio of them, you can have a high degree of confidence that, the vast majority of the time, your passive income will be sustainable and likely will keep growing year after year at a rate that meets or beats inflation over time. Thus, once you hit a point where your dividends exceed your living expenses, you can know that you are highly likely to be financially independent. Since you will be generating cash flow from your portfolio each year, that should be enough to live on and should continue to be so for the foreseeable future, since that cash flow stream will grow at a rate that at least keeps up with the rate at which your expenses increase. One of the simplest ways to do this is to invest in a diversified, low-cost dividend growth fund. Two of the most popular are the Schwab U.S. Dividend Equity ETF ( SCHD ) and the Vanguard High Dividend Yield ETF ( VYM ). I last discussed SCHD in the wake of its portfolio reconstruction earlier this year and will touch on this more later in this article. Meanwhile, I last discussed VYM in December of last year, and discussed why it is an excellent dividend growth fund that often proves to be superior to simply investing in high-yielding funds. In today's article, I'm going to compare them side by side based on their current constitutions and share which one I think is a better buy right now for dividend growth investors. SCHD: Quality Filters and Impressive Growth SCHD screens stocks for inclusion in its portfolio based on the requirement that they must have ten-plus consecutive years of dividend payments, as well as screening stocks for cash flow to total debt, dividend yield, and five-year dividend growth rate. On top of these quality filters that ensure it only holds profitable dividend growth machin...
Fans will be allowed one sealed bottle at matches World body again alters policy after condemnation Fifa has again amended its water bottle policy for the World Cup in North America, allowing fans to bring in one sealed, disposable 590ml bottle into stadiums. Ticket holders had previously been permitted an empty, transparent and reusable bottle up to one litre but an update earlier this week confi...
Fans will be allowed one sealed bottle at matches World body again alters policy after condemnation Fifa has again amended its water bottle policy for the World Cup in North America, allowing fans to bring in one sealed, disposable 590ml bottle into stadiums. Ticket holders had previously been permitted an empty, transparent and reusable bottle up to one litre but an update earlier this week confirmed reusable bottles were no longer permitted. Continue reading...