Crane NXT press release ( CXT ): Q1 GAAP EPS of $0.11 misses by $0.32 . Revenue of $387.7M (+17.4% Y/Y) beats by $9.07M . The company is increasing its 2026 full year sales guidance to a range of 15% to 17% inclusive of Antares Vision and maintaining full year adjusted EPS guidance in the range of $4.10 to $4.40. More on Crane NXT Crane NXT, Co. (CXT) Analyst/Investor Day Transcript Crane NXT, Co....
Crane NXT press release ( CXT ): Q1 GAAP EPS of $0.11 misses by $0.32 . Revenue of $387.7M (+17.4% Y/Y) beats by $9.07M . The company is increasing its 2026 full year sales guidance to a range of 15% to 17% inclusive of Antares Vision and maintaining full year adjusted EPS guidance in the range of $4.10 to $4.40. More on Crane NXT Crane NXT, Co. (CXT) Analyst/Investor Day Transcript Crane NXT, Co. (CXT) Analyst/Investor Day - Slideshow Crane NXT, Co. (CXT) Q4 2025 Earnings Call Transcript Nemetschek most oversold mid-cap tech stock amid Middle East crisis Crane NXT outlines 4%–6% 2026 sales growth as international currency demand accelerates
Germany expects federal tax revenue to plummet by more than €50 billion ($58.9 billion) through 2030 compared to estimates in October as the government laid the blame with US President Donald Trump ’s war in Iran. The projection shows that federal tax income for this year will reach €382.1 billion, or €9.9 billion lower than forecast in the previous estimate released in October, the Finance Minist...
Germany expects federal tax revenue to plummet by more than €50 billion ($58.9 billion) through 2030 compared to estimates in October as the government laid the blame with US President Donald Trump ’s war in Iran. The projection shows that federal tax income for this year will reach €382.1 billion, or €9.9 billion lower than forecast in the previous estimate released in October, the Finance Ministry said in an emailed statement. The cumulative drop over the next four years is projected to amount to €52.3 billion. “Today’s tax revenue forecast shows just how much the Iran war is hurting us economically,” Finance Minister Lars Klingbeil said in the statement. “Trump’s reckless war and the resulting global energy price shock are, for the time being, slowing down the positive economic momentum.” The figures paint a grim picture for Chancellor Friedrich Merz ’s coalition at a challenging moment. Facing a fragile economy, officials are under pressure to revive growth, push through far-reaching reforms of the social welfare system, and close a widening budget gaps in the coming years. The updated outlook adds pressure on an already strained budget. The government is still facing shortfalls of about €30 billion in 2028, requiring spending cuts and reforms. The estimate is based on the government’s latest macroeconomic projections, which foresee gross domestic product growth of 0.5% in 2026 — half as much as expected previously — and 1% next year. Germany publishes official tax revenue estimates twice a year, in May and October, which serve as a key basis for budget planning at federal and regional levels. German Coalition Clears Crucial Healthcare, Budget Packages German Finance Ministry Leaves Door Open to Lift Debt Brake Germany Halves 2026 Growth Forecast After Hit From Iran War
Hello World/DigitalVision via Getty Images Pool Corporation ( POOL ) suddenly announced a change in CEO, sending confusion across the market as such a move wasn’t expected. Pool’s financial performance has finally started to stabilize despite persistent macroeconomic volatility; previous sales center investments are yielding results as locations mature. After a major stock crash in recent months, ...
Hello World/DigitalVision via Getty Images Pool Corporation ( POOL ) suddenly announced a change in CEO, sending confusion across the market as such a move wasn’t expected. Pool’s financial performance has finally started to stabilize despite persistent macroeconomic volatility; previous sales center investments are yielding results as locations mature. After a major stock crash in recent months, I finally believe that Pool’s stock valuation reflects fair assumptions. I maintained a Sell rating in my previous July 2025 article on the stock, titled “ Pool Corporation: Getting Caught In Macroeconomic Turbulence After Resilient Q2 ”. The stock has since lost -42% of its value, meanwhile the S&P 500 has returned 14%. My Rating History on POOL (Seeking Alpha) Pool Appoints John Watwood as CEO Pool announced a sudden change in leadership on the 4 th of May. Peter Arvan is stepping down from his position as President and CEO, and also as a member of the Board of Directors. John Watwood, who joined Pool as EVP in January, is stepping up to the role as President and CEO. Watwood brings expertise from industrial parts distribution at Genuine Parts Company ( GPC ). The change became effective immediately. Interestingly, Pool didn’t give a specific reason for the change in CEO. It seems that the move wasn’t planned for long; Pool previously announced plans of an investor day event back in mid-April, but now had to postpone the event only a few days before the planned date. The reason for the change is unsure. Given such ambiguity around the leadership change, I believe that the market is justified in a negative reaction. The stock ended up down -8% on the day following the announcement. Given that Pool reaffirmed its 2026 guidance alongside the announcement, though, the news shouldn't have noteworthy implications on short-term earnings. Finally, Pool's Financial Performance Has Started to Stabilize There is a clear positive in Pool’s recent developments as well; the company’s f...
Investment firm OneMove Capital Ltd. said Sylogist Ltd. ’s board rebuffed attempts to settle a proxy fight, even after the activist investor offered to accept fewer independent director seats. Tyler Proud , whose firm OneMove owns about 15% of the Calgary-based software company, said Sylogist’s board told him that any settlement would require the approval of PenderFund Capital Management Ltd. , an...
Investment firm OneMove Capital Ltd. said Sylogist Ltd. ’s board rebuffed attempts to settle a proxy fight, even after the activist investor offered to accept fewer independent director seats. Tyler Proud , whose firm OneMove owns about 15% of the Calgary-based software company, said Sylogist’s board told him that any settlement would require the approval of PenderFund Capital Management Ltd. , another shareholder with board representation. That dynamic has prevented a compromise ahead of the company’s May 12 shareholder meeting, he said. After originally requesting four seats, “we’ve consistently asked for two independent directors to just settle and focus on the business,” Proud said in an interview. “The board has just repeatedly said no.” Sylogist’s board “welcomes fresh ideas and shareholder perspectives, and made repeated offers to reach an agreement that were reasonable by any measure,” the company said on its website. “Instead of responding constructively, Mr. Proud elected to shift the goalposts, demanding majority control.” Sylogist shares are down 60% over the past year, giving the company a market capitalization of C$88 million ($65 million). Proud said Sylogist’s weak share performance reflects company-specific business failures rather than broader pressure on small-cap software valuations. The company provides software as a service for more than 2,000 nonprofits, governments and educational institutions, according to its website. OneMove has escalated its pressure in recent weeks. In an April 27 letter to Sylogist’s board, OneMove alleged Chair Errol Olsen ’s ties to PenderFund create an “irreconcilable conflict of interest.” PenderFund owns about 18% of Sylogist’s shares. Olsen also serves as a director at PenderFund Software Holdings and was nominated to Sylogist’s board following a 2023 agreement between the company and PenderFund. PenderFund and Olsen did not respond to requests for comment. “While the board has focused on moving the business forwa...
wildpixel/iStock via Getty Images Since August 2024, when Oaktree Specialty Lending ( OCSL ) started to demonstrate patterns of systematic loan default issues I have remained bearish against this BDC. Since then OCSL has cut its dividend 3 times and lost about one fourth of its market capitalization, underperforming the BDC index ( BIZD ) by a notable margin. Fast forward to early 2026 when OCSL h...
wildpixel/iStock via Getty Images Since August 2024, when Oaktree Specialty Lending ( OCSL ) started to demonstrate patterns of systematic loan default issues I have remained bearish against this BDC. Since then OCSL has cut its dividend 3 times and lost about one fourth of its market capitalization, underperforming the BDC index ( BIZD ) by a notable margin. Fast forward to early 2026 when OCSL had circulated its Q4 2025 report, the overall picture seemed better. PIK was below average, non-accruals were trending lower and leverage was appropriately calibrated. On top of that, the BDC traded at ~26% discount to NAV which made the story even more enticing (e.g., scooping up high-quality assets at bargain prices while the market remains fixated on one-off type issues that occurred in the past). However, given my lessons learned from FS KKR Capital ( FSK ) and watching how other BDCs such as BlackRock TCP Capital ( TCPC ) and TriplePoint Venture Growth BDC ( TPVG ), I decided to skip OCSL. In my article - Oaktree Specialty Lending: Better Safe Than Sorry, I'm Still Avoiding - I outlined how OCSL's "one-off" non-accruals can quickly (and very likely) transform into structural ones and why the current dividend was unsustainable. And here we have freshly baked earnings which have come in with a steep NAV correction and yet another dividend reduction. Having said that, it is not that everything in the report was negative. To be honest, I think that there is a sound balance between positives and negatives, where, actually, most of the negatives pertain to future risks (nothing bad that happens on the ground now). So, with this backdrop in mind, let me revisit OCSL's case. Thesis review I will start with the bad and then provide the other side of the story. As mentioned above, the NAV has contracted and the dividend has been reduced. This statement alone should raise a red flag around OCSL's investment case. More specifically, the NAV per share dropped from $16.30 in the pre...
Nine months after Jim Cramer pounded the table on Energy Transfer (NYSE: ET) as his favorite dividend stock for retirees, the results are in. As we covered in our July 2025 piece, Cramer urged income seekers to step into the midstream giant when units were trading around $17. Today, the call looks vindicated, with one ... 9 Months Later: Did Jim Cramer’s Top Dividend Pick for Retirees Deliver?
Nine months after Jim Cramer pounded the table on Energy Transfer (NYSE: ET) as his favorite dividend stock for retirees, the results are in. As we covered in our July 2025 piece, Cramer urged income seekers to step into the midstream giant when units were trading around $17. Today, the call looks vindicated, with one ... 9 Months Later: Did Jim Cramer’s Top Dividend Pick for Retirees Deliver?
The San Francisco Palace of Fine Arts hosted the Dreame Next 2026 Tech Summit last week. | Photo by Kelsey McClellan / The Verge Hundreds of influencers , media folks, and a few C-list celebs (sorry, Woz) filled the cavernous halls of the San Francisco Palace of Fine Arts last week. They were assembled for Dreame's launch event, ostensibly into both America and a much bigger ecosystem of products....
The San Francisco Palace of Fine Arts hosted the Dreame Next 2026 Tech Summit last week. | Photo by Kelsey McClellan / The Verge Hundreds of influencers , media folks, and a few C-list celebs (sorry, Woz) filled the cavernous halls of the San Francisco Palace of Fine Arts last week. They were assembled for Dreame's launch event, ostensibly into both America and a much bigger ecosystem of products. Across the four-day showcase, the Chinese robot vacuum company pitched an AI-wrapped future that extends beyond floor cleaning to smartphones , smart rings, smart cars, and more robotic arms than any cat would be comfortable with. The event, called Dreame Next 2026, leaned heavily on spectacle and vaporware. While there were some actual launches in the vacuuming , air-purifyin … Read the full story at The Verge.
Claros Mortgage Trust press release ( CMTG ): Q1 GAAP EPS of -$0.39. Total liquidity of $132M. Resolved five loans totaling $608.8M of UPB. Provision for CECL reserves of $31.4M. More on Claros Mortgage Trust Claros Mortgage Trust, Inc. (CMTG) Q4 2025 Earnings Call Transcript Claros Mortgage Trust, Inc. 2025 Q4 - Results - Earnings Call Presentation Claros outlines $2.5B loan resolutions and signa...
Claros Mortgage Trust press release ( CMTG ): Q1 GAAP EPS of -$0.39. Total liquidity of $132M. Resolved five loans totaling $608.8M of UPB. Provision for CECL reserves of $31.4M. More on Claros Mortgage Trust Claros Mortgage Trust, Inc. (CMTG) Q4 2025 Earnings Call Transcript Claros Mortgage Trust, Inc. 2025 Q4 - Results - Earnings Call Presentation Claros outlines $2.5B loan resolutions and signals portfolio expansion after 2026 as balance sheet strengthens Historical earnings data for Claros Mortgage Trust Financial information for Claros Mortgage Trust
British Medical Association says review into gender identity services was ‘robust’ after previously rejecting findings The trade union representing doctors across the UK has dropped its opposition to the findings of the Cass review of gender identity services across the NHS. The British Medical Association (BMA) had previously rejected the findings of the landmark review of transgender healthcare,...
British Medical Association says review into gender identity services was ‘robust’ after previously rejecting findings The trade union representing doctors across the UK has dropped its opposition to the findings of the Cass review of gender identity services across the NHS. The British Medical Association (BMA) had previously rejected the findings of the landmark review of transgender healthcare, with the medical body refusing to endorse the report’s findings. Continue reading...