Iran’s goal is to maintain chokehold on the global economy, even as some say it could run out of oil storage by Sunday Middle East crisis – live updates Donald Trump’s indefinite shelving of the plan to bomb Iran’s bridges and power stations on Tuesday night is being widely described as leaving the conflict in limbo, but that is anything but the truth. Pakistan insists the prospect of talks in Isl...
Iran’s goal is to maintain chokehold on the global economy, even as some say it could run out of oil storage by Sunday Middle East crisis – live updates Donald Trump’s indefinite shelving of the plan to bomb Iran’s bridges and power stations on Tuesday night is being widely described as leaving the conflict in limbo, but that is anything but the truth. Pakistan insists the prospect of talks in Islamabad has not evaporated, and positive messages are still being exchanged, but in the meantime the site of kinetic activity has switched from land to sea. Continue reading...
Shares in USA Rare Earth (NASDAQ: USAR) popped higher by more than 10% at 11:30 a.m. today, driven by the reiteration of a buy recommendation from Canaccord. The company is highly regarded for its metals and mining research, so a positive recommendation from Canaccord carries more weight than most. The latest update was accompanied by a price target hike to $32 from $29 previously and followed the...
Shares in USA Rare Earth (NASDAQ: USAR) popped higher by more than 10% at 11:30 a.m. today, driven by the reiteration of a buy recommendation from Canaccord. The company is highly regarded for its metals and mining research, so a positive recommendation from Canaccord carries more weight than most. The latest update was accompanied by a price target hike to $32 from $29 previously and followed the company's announcement of a definitive agreement to acquire Serra Verde Group in Brazil for about $2.8 billion. Serra Verde owns the Pela Ema rare-earth mine and processing plant in Goiás, Brazil which, as USA Rare Earth CEO Barbara Humpton noted on the earnings call, is "the only producer outside Asia capable of supplying all four magnetic rare-earth at scale, together with other vital REEs, such as Yttrium. Continue reading
Nicolae Popescu/iStock via Getty Images I haven't written about the Braves on the broader Seeking Alpha site since 2024 . My opinion hasn't changed, and there hasn't been much to write about the Atlanta Braves lately ( BATRK ). Last year was a mediocre season for the team. They had a losing season and missed the playoffs for the first time since 2017. The only development last year was passing the...
Nicolae Popescu/iStock via Getty Images I haven't written about the Braves on the broader Seeking Alpha site since 2024 . My opinion hasn't changed, and there hasn't been much to write about the Atlanta Braves lately ( BATRK ). Last year was a mediocre season for the team. They had a losing season and missed the playoffs for the first time since 2017. The only development last year was passing the two-year safe harbor that would permit a sale without negative tax consequences to old Liberty shareholders in the event of a sale. The recent Padres sale is an important data point that spurred this update. 2025 Financial Results Despite the moribund record, the financial results were still quite good. Total revenue grew 11% last year. Baseball revenue was up 7% thanks primarily to higher broadcast revenue driven by additional streaming rights granted to their regional broadcaster. Baseball event revenue was also up modestly. Premium seat packages and sponsorship deals offset attendance declines. Braves Revenue Breakdown (Braves Q4 Earnings) As you can also see above, a little less than half of the revenue growth came from real estate activities at the Battery, where lease commencements and the acquisition of the Pennant Park property adjacent to the Battery kicked in and finished the year at 90% occupancy. Adjusted OIBDA was also strong. Braves OIBDA breakdown (Braves Q4 Earnings) The company has said repeatedly that mixed-use OIBDA is a proxy for NOI (net operating income). Even if we haircut it by 5%, $65mm of NOI is a great number. The Broadcast Question In my opinion, the big overhang for the stock is the future of broadcast revenue. The old television deal with FanDuel Sports Network (previously Bally Sports, operated by Main Street Sports Group / Diamond Sports Group) effectively ended in January. The Braves have brought their broadcasting in house in an effort called Bravesvision. They have distribution deals with cable providers Spectrum, DIRECTV, Fubo, Xfinity, ...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.70%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.79%. June E-mini S&P futures (ESM26 ) are up +0.68%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.70%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.79%. June E-mini S&P futures (ESM26 ) are up +0.68%, and June E-mini Nasdaq futures...
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does First Community (FCCO) have what it takes? Let's find out.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does First Community (FCCO) have what it takes? Let's find out.
Luis Alvarez/DigitalVision via Getty Images We wrote several times about Hydreight ( HYDTF ) for our investment group and recently bought shares at $2.25 and added at $2.52. The main reasons are: Management issued FY26 guidance of C$150M base case. The company's VSDHOne, its white-label telehealth platform, achieved 11K licenses at the end of Q1/26. This is up from the 1100 licenses it achieved in...
Luis Alvarez/DigitalVision via Getty Images We wrote several times about Hydreight ( HYDTF ) for our investment group and recently bought shares at $2.25 and added at $2.52. The main reasons are: Management issued FY26 guidance of C$150M base case. The company's VSDHOne, its white-label telehealth platform, achieved 11K licenses at the end of Q1/26. This is up from the 1100 licenses it achieved in mid-November 2025 and 2.5K licenses at year-end 2025 (greatly exceeding the FY25 goal of 1K licenses). That 10x license growth in under five months, it will be clear that there is something monumental going on with this company, but what? How did they achieve such a spectacular, and quite frankly, quite scarcely believable increase in licenses? It took us a while to understand it, and the simplest answer is that they bought them in bulk. Before we get into the details, first, a description of the platform. VSDHOne While the main Hydreight app is designed for individual nurses, VSDHOne is designed for businesses such as med-spas, wellness brands, and health clubs that want to launch their own direct-to-consumer (D2C) healthcare brand across all 50 states without having to build the infrastructure themselves. Brands need 50 different legal entities to operate nationally, a massive network of doctors to sign off on scripts, and complex pharmacy integrations. VSDHOne provides all of that instantly. VSDHOne is a SaaS-based model, which differs from the nurse app: Partners pay for state-specific licenses to use the platform. Hydreight takes a cut of every product sold through the partner's site. Management expects each mature license to eventually process between 5 and 20 orders per day, creating a massive recurring revenue stream. Hydreight began rolling out VSDHOne 2.0 in late 2025. This update focused on automation, speeding up the onboarding process, which is a major bottleneck, and offering partners the ability to pick and choose only the modules they need. The License jump...
PALO ALTO, Calif., April 22, 2026 (GLOBE NEWSWIRE) -- Today at Google Cloud Next, DataHub, the leading context platform company, announced that it has expanded its collaboration with Google, open-sourced a new certified Google Cloud Knowledge Catalog (formerly Dataplex) connector with bidirectional sync of key metadata fields and announced native support for Iceberg Rest Catalog on Google Cloud Bi...
PALO ALTO, Calif., April 22, 2026 (GLOBE NEWSWIRE) -- Today at Google Cloud Next, DataHub, the leading context platform company, announced that it has expanded its collaboration with Google, open-sourced a new certified Google Cloud Knowledge Catalog (formerly Dataplex) connector with bidirectional sync of key metadata fields and announced native support for Iceberg Rest Catalog on Google Cloud BigLake. This will further support joint customers like Etsy and Trustpilot as they build their contex
Pfizer (NYSE: PFE) and AbbVie (NYSE: ABBV) are two pharmaceutical giants that seem to be headed in opposite directions. Pfizer's stock is up by more than 10% this year, while AbbVie's shares have fallen more than 7%. But when you look at their finances, AbbVie is the clear winner. Here are three reasons why I prefer AbbVie stock right now. Image source: Getty Images. Continue reading
Pfizer (NYSE: PFE) and AbbVie (NYSE: ABBV) are two pharmaceutical giants that seem to be headed in opposite directions. Pfizer's stock is up by more than 10% this year, while AbbVie's shares have fallen more than 7%. But when you look at their finances, AbbVie is the clear winner. Here are three reasons why I prefer AbbVie stock right now. Image source: Getty Images. Continue reading
In January, Musk said Tesla robo-taxis could be in dozens of cities by the end of 2026. Tesla launched a robo-taxi service in Austin, Texas, in June, with safety monitors in the front passenger seat. Bulls believe robo-taxis will eventually be cheaper than owning cars, disrupting personal transportation and generating billions in earnings for Tesla.
In January, Musk said Tesla robo-taxis could be in dozens of cities by the end of 2026. Tesla launched a robo-taxi service in Austin, Texas, in June, with safety monitors in the front passenger seat. Bulls believe robo-taxis will eventually be cheaper than owning cars, disrupting personal transportation and generating billions in earnings for Tesla.
Vår Energi ASA press release ( VARRY ): Q1 GAAP EPS of $0.14. Total income of $2.67B (+42.8% Y/Y). Cash flow from operations $1.06B. First quarter dividend of USD 300 million will be distributed 12 June. More on Vår Energi ASA Vår Energi ASA (VARRY) Q1 2026 Earnings Call Transcript Vår Energi ASA 2026 Q1 - Results - Earnings Call Presentation Var Energi: The Iran War Hedge Historical earnings data...
Vår Energi ASA press release ( VARRY ): Q1 GAAP EPS of $0.14. Total income of $2.67B (+42.8% Y/Y). Cash flow from operations $1.06B. First quarter dividend of USD 300 million will be distributed 12 June. More on Vår Energi ASA Vår Energi ASA (VARRY) Q1 2026 Earnings Call Transcript Vår Energi ASA 2026 Q1 - Results - Earnings Call Presentation Var Energi: The Iran War Hedge Historical earnings data for Vår Energi ASA Dividend scorecard for Vår Energi ASA