Caterpillar ( CAT ) declares $1.51/share quarterly dividend , in line with previous. Forward yield 0.79% Payable May 19; for shareholders of record April 20; ex-div April 20. See CAT Dividend Scorecard, Yield Chart, & Dividend Growth. More on Caterpillar Caterpillar: AI-Driven Power Demand And Strong Backlog Support Continued Upside Caterpillar: The Hidden AI Infrastructure Play Wall Street Is Fin...
Caterpillar ( CAT ) declares $1.51/share quarterly dividend , in line with previous. Forward yield 0.79% Payable May 19; for shareholders of record April 20; ex-div April 20. See CAT Dividend Scorecard, Yield Chart, & Dividend Growth. More on Caterpillar Caterpillar: AI-Driven Power Demand And Strong Backlog Support Continued Upside Caterpillar: The Hidden AI Infrastructure Play Wall Street Is Finally Pricing In And It's Not Too Late Caterpillar: Data Center Tailwinds Are Real, But Valuation Assumes Unrealistic Growth Atlas Energy signs framework agreement with CAT for power generation assets through 2029 Burry sparks AI spending debate, defends record as critics question timing
Steve Ballmer once told me that in China, 90% of Microsoft (NASDAQ: MSFT) Windows licenses were stolen by local tech companies. He said Microsoft could do little about the loss of billions of dollars. It appears the same has happened to Nvidia (NASDAQ: NVDA) chips. However, Nvidia and allies are doing something about it. According ... Nvidia Chips Are Getting Stolen
Steve Ballmer once told me that in China, 90% of Microsoft (NASDAQ: MSFT) Windows licenses were stolen by local tech companies. He said Microsoft could do little about the loss of billions of dollars. It appears the same has happened to Nvidia (NASDAQ: NVDA) chips. However, Nvidia and allies are doing something about it. According ... Nvidia Chips Are Getting Stolen
SEALSQ press release ( LAES ): Q1 revenue of approximately $4.1 million, represents a substantial increase of over 200% compared to its Q1 2025 revenue of $1.3 million. This acceleration reflects growing demand across SEALSQ's traditional product portfolios and a continued expansion of the Company's pipeline. SEALSQ reaffirms its previously communicated FY 2026 guidance, with revenue expected to g...
SEALSQ press release ( LAES ): Q1 revenue of approximately $4.1 million, represents a substantial increase of over 200% compared to its Q1 2025 revenue of $1.3 million. This acceleration reflects growing demand across SEALSQ's traditional product portfolios and a continued expansion of the Company's pipeline. SEALSQ reaffirms its previously communicated FY 2026 guidance, with revenue expected to grow between 50% and 100% year-over-year. Shares +6.6% . More on SEALSQ SEALSQ Corp (LAES) Q4 2025 Earnings Call Transcript Sealsq: The New Share Offering Will Strengthen The Balance Sheet Even More SEALSQ: A Hold Despite Post-Quantum Ambition SEALSQ GAAP EPS of -$0.24, revenue of $18.25M beats by $0.5M SEALSQ to acquire Miraex, expanding quantum technology capabilities
Most ETFs benchmarked to the Russell 1000 Growth Index just track it. Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG) tries to beat it, using a quantitative multifactor model to tilt toward companies with stronger fundamentals and more reasonable valuations than the raw index delivers. That distinction defines exactly what kind of investor this fund is ... FELG’s Quant Edge Beats the Russel...
Most ETFs benchmarked to the Russell 1000 Growth Index just track it. Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG) tries to beat it, using a quantitative multifactor model to tilt toward companies with stronger fundamentals and more reasonable valuations than the raw index delivers. That distinction defines exactly what kind of investor this fund is ... FELG’s Quant Edge Beats the Russell 1000 Growth Index, With a Catch
mtreasure/iStock via Getty Images Investment thesis Armanino Foods (OTC: AMNF ) sells pesto and other sauces directly to restaurants, where quality matters more than name or trending brands. This has allowed it to maintain very high margins, even exceeding the industry average while also growing organically at 8-10%. I believe the prospects for continued high margin growth remain strong and the re...
mtreasure/iStock via Getty Images Investment thesis Armanino Foods (OTC: AMNF ) sells pesto and other sauces directly to restaurants, where quality matters more than name or trending brands. This has allowed it to maintain very high margins, even exceeding the industry average while also growing organically at 8-10%. I believe the prospects for continued high margin growth remain strong and the recent drawdown has provided an opportunity to buy this good business at a reasonable valuation. Quality as the competitive advantage Armanino is a very simple business to understand, as is typical of food companies. They basically make frozen Italian food, such as pesto, other sauces, pasta, meatballs and even cheeses. Nothing particularly disruptive, but it has allowed them to grow their sales at a rate of 15% annually since 2021, but I think a reasonable growth rate that we could expect in the future would be around 8-10%, like in the last 3 years if we remove the atypically high growth of fiscal year 2022. Still, it remains an attractive growth rate for a food company. Armanino's main focus is selling to restaurants through large food distributors like Sysco or US Foods. In my opinion, this approach is more interesting in terms of the quality of sales because the company depend less on branding and more on product, since a restaurant isn't looking for the new trending ingredient on TikTok. Rather, they're looking for reliability. And once you're in, you tend to stay in, because if a kitchen uses Armanino's sauces on its menu, changing it means risking a loss of consistency. We've all experienced a local restaurant losing its signature flavor, which makes you less inclined to go there again. That’s the kind of friction that works in Armanino’s favor. Armanino investor presentation The company also has a secondary growth opportunity its presence in the retail sector, with its products available in supermarkets. I can't say it's a particularly significant segment and the com...
narvo vexar/iStock via Getty Images "Triple-Factor" Closed-End Fund Report (This was formerly the "High-High-Low" CEF Report, now renamed to better reflect the systematic screening for three key attributes: high yield, strong coverage, and discount to NAV) Author Our systematic approach screens over 400 closed-end funds to identify candidates meeting three critical criteria that balance yield, dis...
narvo vexar/iStock via Getty Images "Triple-Factor" Closed-End Fund Report (This was formerly the "High-High-Low" CEF Report, now renamed to better reflect the systematic screening for three key attributes: high yield, strong coverage, and discount to NAV) Author Our systematic approach screens over 400 closed-end funds to identify candidates meeting three critical criteria that balance yield, distribution sustainability, and value. This screening methodology originated from a member's suggestion: Stanford, you should do a follow up article on CEF that distribute 8%+, have 90% or more coverage and trade under NAV. What does that look like in today's world? How many funds are doing that? What are the Z scores? I think many investors would be interested who are pushing for higher yield to identify best in class of aggressive funds that are coming close to covering dividends. Allows people to reevaluate risk/reward. Therefore, the Triple-Factor screen identifies funds with the combination of: Substantial yield (>6.5%) Strong distribution coverage (>90%) Value opportunity (trading at a discount to NAV) How is coverage calculated? For the following fund houses, the latest trailing coverage numbers from the fund's latest unaudited monthly estimates are used: PIMCO: trailing 6-month coverage BlackRock: trailing 3-month coverage Nuveen: trailing 3-month coverage Eaton Vance: trailing 3-month coverage Coverage ratios for the remaining funds are based on earnings data from their latest annual or semi-annual reports. Since these reports are published just twice yearly, these coverage figures may lag by up to six months compared to funds that provide monthly earnings estimates. I hope that these rankings of Triple-Factor CEFs will provide fertile ground for further exploration and due diligence. As a reminder, these top lists are meant to be preliminary shortlists for further research and are not meant to be the final analysis for a buy or sell decision. Key to table headings: ...
John Stoltzfus, Oppenheimer Asset Management chief investment strategist, says what he see as a mild selloff during the Iran war will likely cap the extent of the US stock market relief rally on "Bloomberg Open Interest." (Source: Bloomberg)
John Stoltzfus, Oppenheimer Asset Management chief investment strategist, says what he see as a mild selloff during the Iran war will likely cap the extent of the US stock market relief rally on "Bloomberg Open Interest." (Source: Bloomberg)
NASA's Artemis II mission has yet to return to Earth—it will do so on Friday evening, splashing down into the Pacific Ocean off the coast of San Diego—but the agency is already nearing some key decisions on the next Artemis mission. The US space agency announced six weeks ago that it was modifying its Artemis timeline to insert a mission before beginning planned lunar landings. This new mission, d...
NASA's Artemis II mission has yet to return to Earth—it will do so on Friday evening, splashing down into the Pacific Ocean off the coast of San Diego—but the agency is already nearing some key decisions on the next Artemis mission. The US space agency announced six weeks ago that it was modifying its Artemis timeline to insert a mission before beginning planned lunar landings. This new mission, designated Artemis III and intended to fly in Earth orbit rather than to the Moon, would attempt to "buy down" risk to give the lunar landing mission (now Artemis IV) a higher chance of success. NASA Administrator Jared Isaacman said Tuesday afternoon that the space agency is debating about which orbit to fly Artemis III in before locking in a blueprint, noting that the first "senior level" Artemis III mission design discussion had taken place earlier in the day. Read full article Comments
Looking at the universe of stocks we cover at Dividend Channel, on 4/10/26, KKR Income Opportunities Fundhares (Symbol: KIO) will trade ex-dividend, for its monthly dividend of $0.1215, payable on 4/30/26. As a percentage of KIO's recent stock price of $11.10, this dividend wor
Looking at the universe of stocks we cover at Dividend Channel, on 4/10/26, KKR Income Opportunities Fundhares (Symbol: KIO) will trade ex-dividend, for its monthly dividend of $0.1215, payable on 4/30/26. As a percentage of KIO's recent stock price of $11.10, this dividend wor
SpaceX has “a massive narrative, a founder with a loyal following, and a valuation likely driven in part by future potential,” all ingredients for meme-like trading
SpaceX has “a massive narrative, a founder with a loyal following, and a valuation likely driven in part by future potential,” all ingredients for meme-like trading