Getty Images I have to be completely honest with you. Decisive Dividend ( DE:CA ) caught my attention first because of its name. Why do Canadian cash cow companies need to be so literal in their names!? It gave me the impression of another company I cover, Diversified Royalty ( DIV:CA ). But digging a little deeper, I discovered that they are not actually similar. To put it simply, it's a kind of ...
Getty Images I have to be completely honest with you. Decisive Dividend ( DE:CA ) caught my attention first because of its name. Why do Canadian cash cow companies need to be so literal in their names!? It gave me the impression of another company I cover, Diversified Royalty ( DIV:CA ). But digging a little deeper, I discovered that they are not actually similar. To put it simply, it's a kind of serial acquirer like Premium Brands ( PBH:CA )—another Canadian company I cover—but within the Finished Product (stoves, agricultural sprayers, maintenance equipment) and Component Manufacturing (wear parts, CNC manufacturing, radiators) segments. The strategy is quite simple. Management looks for mature businesses with stable cash flow and generally non-cyclical (hence the strong focus on non-discretionary assets). Another point is that these businesses generally don't exceed ~$25 million. Many times these bolt-ons are family-owned businesses, with management maintaining local control and allowing them to expand either in Canada or internationally. And the biggest difference between these guys and PEs, for example, is that they are holders. This allows them to compound over time. A lot of people call this strategy a kind of ' perpetual repeatability,' since they can repeat the cycle and use the idle capacity of underperformers to expand production on the other side. But there's a big difference between them and royalty companies, for example. Decisive actually operates these businesses and—despite protecting itself with a non-cyclical portfolio—is at the mercy of operational risks. It's not like a traditional bond proxy that I usually cover in the Canadian market. Acquisition-Backed Dividends: How Do They Work? Right off the bat, it's clear that Decisive is very shareholder-friendly for income-seeking investors. They pay a monthly dividend of $0.045 per share ($0.54 annually), with a yield of ~5.8%. Decisive is also running NCIB, but repurchases are practically irrelevant ...
Ten years ago, AbbVie (NYSE:ABBV) was a one-drug story. Humira, the world’s best-selling medicine, threw off the cash that funded everything else. Bears had been warning about its U.S. patent cliff for years, and when biosimilars finally hit in 2023, the drug went into freefall. Humira sales dropped to just $688 million in Q1 2026, ... AbbVie Delivers 400% Returns Beating The S&P 500 by 139%
Ten years ago, AbbVie (NYSE:ABBV) was a one-drug story. Humira, the world’s best-selling medicine, threw off the cash that funded everything else. Bears had been warning about its U.S. patent cliff for years, and when biosimilars finally hit in 2023, the drug went into freefall. Humira sales dropped to just $688 million in Q1 2026, ... AbbVie Delivers 400% Returns Beating The S&P 500 by 139%
Nvidia is preparing to launch Nemo Claw, an open-source agent platform designed to dispatch AI agents and route work across companies. This strategy aims to create a new coordination layer above existing chip infrastructure, potentially shifting Nvidia's focus from hardware to software control. The discussion also covers Anthropic's Claude and internal drama at Meta's AI division.
Nvidia is preparing to launch Nemo Claw, an open-source agent platform designed to dispatch AI agents and route work across companies. This strategy aims to create a new coordination layer above existing chip infrastructure, potentially shifting Nvidia's focus from hardware to software control. The discussion also covers Anthropic's Claude and internal drama at Meta's AI division.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.60%. June E-mini S&P futures (ESM26 ) are down -0.50%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.60%. June E-mini S&P futures (ESM26 ) are down -0.50%, and June E-mini Nasdaq futures...
US President Donald Trump said in a podcast interview aired on Wednesday that Vice-President J.D. Vance and US Secretary of State Marco Rubio, teaming up for a 2028 presidential run, would be unbeatable. Both men are seen as contenders for the 2028 Republican nomination, and Rubio’s recent turn at the White House podium drew praise from Republicans and even some Democrats who noted his smooth p...
US President Donald Trump said in a podcast interview aired on Wednesday that Vice-President J.D. Vance and US Secretary of State Marco Rubio, teaming up for a 2028 presidential run, would be unbeatable. Both men are seen as contenders for the 2028 Republican nomination, and Rubio’s recent turn at the White House podium drew praise from Republicans and even some Democrats who noted his smooth performance, which included quips and a 1990s hip-hop reference to describe Iran’s negotiating...
Investors have long looked to Warren Buffett for investing inspiration. This is because the billionaire, as chief executive officer of Berkshire Hathaway for 60 years, led the company to market-beating returns over that time period. He did this by investing in industries and companies he knew well, and he put a focus on players with solid competitive advantages. Buffett retired from the job at the...
Investors have long looked to Warren Buffett for investing inspiration. This is because the billionaire, as chief executive officer of Berkshire Hathaway for 60 years, led the company to market-beating returns over that time period. He did this by investing in industries and companies he knew well, and he put a focus on players with solid competitive advantages. Buffett retired from the job at the start of this year and handed the responsibility over to Greg Abel -- and this new CEO has promised to follow in the footsteps of the legendary investor. Buffett also remains chairman and has said he's willing to help out however and whenever needed. Though Buffett and now Abel have constructed and maintained a portfolio that includes many sectors, there is one sector in particular that both of these investing giants are largely ignoring. And here's why investors shouldn't. Continue reading
They text, they chat, they throw popcorn: some people would rather do anything than just sit and watch a show. And my friend and I have the mental scars to prove it Rosamund Pike probably lost a fan last weekend, while simultaneously gaining many more. The secret texter she called out without identifying presumably wasn’t too thrilled to be unnamed but shamed at the end of Pike’s play Inter Alia, ...
They text, they chat, they throw popcorn: some people would rather do anything than just sit and watch a show. And my friend and I have the mental scars to prove it Rosamund Pike probably lost a fan last weekend, while simultaneously gaining many more. The secret texter she called out without identifying presumably wasn’t too thrilled to be unnamed but shamed at the end of Pike’s play Inter Alia, but for everybody who has ever had a bad trip to the theatre, it was a good point, well-made and about time, too. After the final curtain, Pike returned to the stage to explain: “I am trying to tell you a story, and I’m feeling you, and I hope you’re feeling me too ... Maybe it was very important, and maybe you’re a doctor, and you’re saving someone’s life, and I hope you are, but we do see these, we do feel them.” Continue reading...
AndreyPopov Inotiv ( NOTV ), a contract research organization focused on preclinical studies, has filed for bankruptcy in a U.S. bankruptcy court in Texas, the company announced on Wednesday. The Chapter 11 case filed in the U.S. Bankruptcy Court for the Southern District of Texas is aimed at maintaining its ongoing operations as it reorganizes its financing and capital structure, Inotiv ( NOTV ) ...
AndreyPopov Inotiv ( NOTV ), a contract research organization focused on preclinical studies, has filed for bankruptcy in a U.S. bankruptcy court in Texas, the company announced on Wednesday. The Chapter 11 case filed in the U.S. Bankruptcy Court for the Southern District of Texas is aimed at maintaining its ongoing operations as it reorganizes its financing and capital structure, Inotiv ( NOTV ) said in a press release. The Indiana-based company expects to reduce its debt by roughly $326M as part of the bankruptcy proceedings, which it said is supported by financial commitments totaling $65M, including $25M in debtor-in-possession financing. “By taking proactive steps to strengthen our financial foundation and capital structure, Inotiv will have additional flexibility to advance our strategic initiatives and deliver value to our clients,” CEO Bob Leasure remarked. More on Inotiv FDA to cut animal testing in cancer drug development FDA issues guidance on alternatives to animal testing Seeking Alpha’s Quant Rating on Inotiv Historical earnings data for Inotiv Financial information for Inotiv
Gross proceeds from offerings of Class A shares, Class C Capital Stock, and depositary shares, combined with potential proceeds from its previously announced $40 billion at-the-market program and the $10 billion private placement, bring the total equity raise to $84.75 billion.
Gross proceeds from offerings of Class A shares, Class C Capital Stock, and depositary shares, combined with potential proceeds from its previously announced $40 billion at-the-market program and the $10 billion private placement, bring the total equity raise to $84.75 billion.
Why These 3 Tech Stocks Could Be the Best Opportunities You're OverlookingAlign Technology (NASDAQ:ALGN) executives used a William Blair investor presentation to emphasize the company’s broader digital dentistry platform, positioning Invisalign as part of a workflow that spans co
Why These 3 Tech Stocks Could Be the Best Opportunities You're OverlookingAlign Technology (NASDAQ:ALGN) executives used a William Blair investor presentation to emphasize the company’s broader digital dentistry platform, positioning Invisalign as part of a workflow that spans co
Film editor who won an Oscar for her work on Star Wars, which she nevertheless referred to as ‘a kids’ movie’ In February 1977, George Lucas screened a rough cut of his science-fiction fantasy Star Wars, devoid of any music or special effects, to a select audience at his home in northern California. Among those in attendance, reported Peter Biskind in his book Easy Riders, Raging Bulls, were studi...
Film editor who won an Oscar for her work on Star Wars, which she nevertheless referred to as ‘a kids’ movie’ In February 1977, George Lucas screened a rough cut of his science-fiction fantasy Star Wars, devoid of any music or special effects, to a select audience at his home in northern California. Among those in attendance, reported Peter Biskind in his book Easy Riders, Raging Bulls, were studio executives from 20th Century Fox, colleagues such as the screenwriter Gloria Katz and the director Brian De Palma. Katz recalled that the screening was greeted by “stunned silence”. De Palma was heard asking: “What is this shit?” Lucas’s wife Marcia, who had edited Star Wars with Richard Chew and Paul Hirsch, was in tears, convinced the film was doomed. Katz advised her: “Don’t cry when there are people from the studio there.” Continue reading...
Apple big annual conference, where the tech company unveils its new products, is next week, but one analyst doesn’t think it will push up the stock. David Vogt of UBS gave his heads-up Wednesday about Apple’s Worldwide Developers Conference, which starts Monday at the company’s headquarters in Silicon Valley. Shareholders expect Apple to release new artificial-intelligence features after years of ...
Apple big annual conference, where the tech company unveils its new products, is next week, but one analyst doesn’t think it will push up the stock. David Vogt of UBS gave his heads-up Wednesday about Apple’s Worldwide Developers Conference, which starts Monday at the company’s headquarters in Silicon Valley. Shareholders expect Apple to release new artificial-intelligence features after years of lagging behind its rivals on AI.
Getty Images Once in a while, a company finishes the hard part of a turnaround while the market argues whether the turnaround was even possible. Today, that’s Alphabet Inc. ( GOOGL ) ( GOOG ). The worry that hung over this stock for the past two years, the skepticism that a cloud and advertising giant would slowly get taken down by the very AI it helped kick off, has been flipped on its head. Alph...
Getty Images Once in a while, a company finishes the hard part of a turnaround while the market argues whether the turnaround was even possible. Today, that’s Alphabet Inc. ( GOOGL ) ( GOOG ). The worry that hung over this stock for the past two years, the skepticism that a cloud and advertising giant would slowly get taken down by the very AI it helped kick off, has been flipped on its head. Alphabet also raised roughly $84.75 billion in fresh equity to fund its latest AI build-out, with Berkshire Hathaway anchoring the deal with a $10 billion commitment. More on this news further, but it certainly backs up the case I'm about to lay out. Spoiler: My Strong Buy rating for Alphabet stays right where it is. Where does Alphabet stock stand now? Seeking Alpha At the time of publication, GOOGL trades around $364 per share, and the run since my last note has been loud, with the share price gaining almost 13.5%—more or less the same as the S&P 500 ( SP500 ) over the same stretch. Since the beginning of the year, Alphabet stock is up ~16.5%, but over the last 52 weeks, it’s been stellar, up 119%. A good chunk of those gains showed up in March 2026 as a result of the company’s blowout first-quarter 2026 print and the fact that long-term interest rates were cooling off, which also sent other big tech logos higher. What we need to look at isn’t necessarily the scale of the rally but the quality of it. I mean, a 119% in a year is usually reason to pause. But in Alphabet’s case, I think the opposite may be true, because even though the price has changed, the way many of us think about the business hasn’t. The rest of this piece is about that opportunity. What makes Alphabet even more compelling now? I’ve been talking about a shift or a transformation, but has anything actually changed under the hood? Well, the bear case around Alphabet was always about a company being so reliant on its ad business, or the cloud business, finally plateauing or “maturing.” But guess what? That fea...
Average short interest across consumer discretionary stocks remained concentrated in select names, with RH ( RH ) continuing to lead the most shorted list, while MINISO Group ( MNSO ) featured among the least shorted, based on short interest as a percentage of shares outstanding. The Consumer Discretionary Select Sector SPDR Fund ( NYSEARCA: XLY ) has declined 1.77% so far this year, compared with...
Average short interest across consumer discretionary stocks remained concentrated in select names, with RH ( RH ) continuing to lead the most shorted list, while MINISO Group ( MNSO ) featured among the least shorted, based on short interest as a percentage of shares outstanding. The Consumer Discretionary Select Sector SPDR Fund ( NYSEARCA: XLY ) has declined 1.77% so far this year, compared with an 11.17% rise in the broader S&P 500 over the same period. Stocks with the largest and least short positions Stocks with the largest and least short positions (SeekingAlpha) Among the most shorted stocks, RH ( RH ) topped the list with 28.31% of shares outstanding sold short, followed by Under Armour ( UAA ) at 26.27% and Whirlpool ( WHR ) at 21.25%. Vail Resorts ( MTN ) and Duolingo ( DUOL ) also saw elevated short positioning, with 20.51% and 19.35% of shares sold short, respectively. On the least-shorted end, MINISO Group ( MNSO ) recorded short interest of 0.63%, followed by Global Business Travel Group ( GBTG ) at 0.80% and Amazon ( AMZN ) at 0.97%. Vipshop Holdings ( VIPS ) and Yum China ( YUMC ) stood at 1.16% and 1.21%, respectively. Overall, short positioning in the consumer discretionary segment remained concentrated in select retail, apparel, and consumer-facing names, while several large-cap companies continued to carry relatively low short interest. More on State Street® Consumer Discretionary Select Sector SPDR® ETF, Vanguard Consumer Discretionary Index Fund;ETF, etc. Amazon: The Stock Is Missing The AI Wave, But The Business Isn't Amazon Gets Paid Every Time Anthropic Grows Consumer And Retail: Better-Than-Expected Results And Outlook Has XRT Primed To Outperform Hinde Group adds AMZN, NFLX; trims IBKR among Q1 moves Palantir’s £330M NHS deal faces criticism from UK parliamentarians
Sperm counts have fallen sharply in recent decades, fuelling anxiety, misinformation and a flood of fertility advice I’m sorry that I have to be the one to tell you this, but according to reports, men are engaging in a practice known as “spermmaxxing”. Spermmaxxing, according to the many articles on the subject , is a way of increasing the quality and quantity of one’s sperm. The approaches range ...
Sperm counts have fallen sharply in recent decades, fuelling anxiety, misinformation and a flood of fertility advice I’m sorry that I have to be the one to tell you this, but according to reports, men are engaging in a practice known as “spermmaxxing”. Spermmaxxing, according to the many articles on the subject , is a way of increasing the quality and quantity of one’s sperm. The approaches range from the sensible (get more sleep, eat nutritious foods) to the more dubious (eat raw garlic, dip your testicles in ice water). Continue reading...
A favourite topic which often comes up in conversations with advertising friends concerns the history, emergence and creative heyday of the industry in Hong Kong. A story I usually speak about with some authority, seeing as I have been privileged enough to play a part in it over the years, as well as having co-written a book on the subject. It was while doing research for that book that I began de...
A favourite topic which often comes up in conversations with advertising friends concerns the history, emergence and creative heyday of the industry in Hong Kong. A story I usually speak about with some authority, seeing as I have been privileged enough to play a part in it over the years, as well as having co-written a book on the subject. It was while doing research for that book that I began delving further back in time than when I first started plying my trade in the local industry. Learning...