Phunware Inc (NASDAQ:PHUN, FRA:2RJA) said Thursday it has appointed Dmitry Kroshka as CEO and brought in a product consultancy led by a former Disney+ executive to accelerate a strategic update of its mobile guest intelligence platform. Kroshka, who has served as a senior advisor to the...
Phunware Inc (NASDAQ:PHUN, FRA:2RJA) said Thursday it has appointed Dmitry Kroshka as CEO and brought in a product consultancy led by a former Disney+ executive to accelerate a strategic update of its mobile guest intelligence platform. Kroshka, who has served as a senior advisor to the...
RuthBlack/iStock via Getty Images Overview There was a time when I wanted to own a portfolio of dozens of rental properties. The idea of collecting cash flow from tangible assets always sounded cool. However, the abundance of different high yield assets out there has sort of diminished the desire to be a landlord. The NEOS Real Estate High Income ETF ( IYRI ) makes a compelling case for long-term ...
RuthBlack/iStock via Getty Images Overview There was a time when I wanted to own a portfolio of dozens of rental properties. The idea of collecting cash flow from tangible assets always sounded cool. However, the abundance of different high yield assets out there has sort of diminished the desire to be a landlord. The NEOS Real Estate High Income ETF ( IYRI ) makes a compelling case for long-term investors seeking income from real estate. When I previously covered IYRI, I issued a buy rating due to the high level of income that can be generated. Since my last coverage, IYRI has provided a positive total return but has underperformed the rest of the REIT market. Looking at the performance over the last twelve months, we can see that IYRI's share price has remained mostly flat and is only down by roughly 2%. When including all distributions that were paid out to investors, the total return jumps up to 14.4% over the same time frame. The magic of IYRI is all in the dividend yield that the fund can offer to investors. IYRI now offers a starting dividend yield of about 11%, while issuing those payouts on a monthly basis. A major perk of the fund is its ability to issue tax-efficient distributions over time, which is great for high-income investors looking to reduce their overall tax burden. Data by YCharts Since my last coverage, the market has experienced an elevated level of volatility. Market indices were off to a rough start at the beginning of the year and as capital rotated into other areas of the market, investors got a small glimpse into how IYRI would perform during a correction. Therefore, I wanted to revisit the fund and provide some more clarity into what investors should expect from IYRI going forward. I think there is a lot of value to be captured with this high yielding fund, but there are some tradeoffs to be aware of. Fund Strategy Based on the latest fund overview , IYRI now has total net assets of $264.2M that are spread across a diverse range of REITs...
Mininyx Doodle/iStock via Getty Images Inflation is the silent value destroyer. It doesn't erode principal, nor does it directly drive dividend reductions. What it does is it slowly but surely damages the overall purchasing power of investor portfolios. From the GFC up until 2021, it wasn't a big issue. Instead, it was a different kind of issue, meaning that the policymakers were trying to bring i...
Mininyx Doodle/iStock via Getty Images Inflation is the silent value destroyer. It doesn't erode principal, nor does it directly drive dividend reductions. What it does is it slowly but surely damages the overall purchasing power of investor portfolios. From the GFC up until 2021, it wasn't a big issue. Instead, it was a different kind of issue, meaning that the policymakers were trying to bring it up to 2%. However, since COVID-19 broke out and supply chains got disrupted, a significant regime change happened. While the inflation has now come down a bit, we are still far from the long-term inflation target. The war in Iran has obviously taken its toll on the CPI figures, with the most recent monthly print landing at 3.8%. But apart from the likely one-off (or temporary) impact of the elevated oil price, there is a decent list of more structural forces that are accommodative to a "higher for longer inflation scenario": Deep fiscal deficits. Tariffs. Long-lasting effects from the disrupted supply chains from the war in Iran. Enormous AI CapEx spend. Geopolitical re-arming. I could go on and on here. So, what does it mean? In this context, we could consider the following two elements: The cumulative inflation level since the start of 2021 is 27%. Namely, about 5.5% of the annual average return that we have achieved since 2021 has been eroded by the inflation. And it makes sense. Almost everywhere I look, I see higher prices compared to 2 or 3 years ago (not even talking about 2021 levels). At the same time, the investable universe for yield-seeking investors has become less attractive. As the Fed has made several cuts, there is a real shortage of high-quality and durable yield picks that produce dividends that meaningfully exceed the current inflation rate. For example, if you invest in Schwab U.S. Dividend Equity ETF ( SCHD ) today, then based on its TTM yield and the most recent inflation print, the math suggests that in the first year there will be a negative real ...
Daniel Grinspun /iStock via Getty Images Since Last Coverage They say that you should cut your losers and add to your winners; well, that does apply in most investment cases, perhaps. But with a company like Standard Lithium ( SLI ), which is still pre-production, I’d say it’s not applicable. This is why I’m not that concerned the stock has declined by 21% since the last time I wrote about it and ...
Daniel Grinspun /iStock via Getty Images Since Last Coverage They say that you should cut your losers and add to your winners; well, that does apply in most investment cases, perhaps. But with a company like Standard Lithium ( SLI ), which is still pre-production, I’d say it’s not applicable. This is why I’m not that concerned the stock has declined by 21% since the last time I wrote about it and issued a Strong Buy rating on January 8 this year. Since Last Coverage (Seeking Alpha) With the latest earnings report now out and a few other major events like the Trafigura offtake agreement , I still see the same bullish case as last time. With a very healthy balance sheet now and a $225 million grant now finalized from the DOE, financial risks are considerably lower this time around. One market I find particularly interesting, perhaps above all these, is Lithium. It’s the engine that will enable further EV adoption. To refresh the memory of anyone who read my past article, the bull case of SLI consists of 2 parts. Firstly, that lithium demand continues to go higher, which seems likely considering the EV adoption rates right now. Secondly, the operating model is SLI, which is to integrate into existing lithium operations and squeeze out the last bit of yield by passing the brine through a solvent to capture more. The implication of low operating expenses and the large-scale application potential means the company and the stock could see a lot of upside over the next few years. I’m reiterating my Strong Buy. The Revenue Model This has completed over 15,000 direct lithium extraction or DLE cycles and met the fundamental performance targets for the core process technology that's going to be used at the SWA project. This includes 95% plus lithium recovery and 99% plus rejection of key contaminants From the last earnings call that management held, they highlighted some of the parts of why I think this model is so appealing as an investor. 95% recovery yields are considerable ...
Cuba Depletes Fuel As Blackouts Worsen, Putting Havana's Communists Under Pressure Ahead Of U.S. Talks Today's news cycle centers on President Donald Trump's summit and state banquet with Chinese President Xi Jinping, with early messaging from both sides pointing to a constructive first day . Once Trump concludes his China trip, if a peace deal emerges to de-escalate the Iran conflict - likely wit...
Cuba Depletes Fuel As Blackouts Worsen, Putting Havana's Communists Under Pressure Ahead Of U.S. Talks Today's news cycle centers on President Donald Trump's summit and state banquet with Chinese President Xi Jinping, with early messaging from both sides pointing to a constructive first day . Once Trump concludes his China trip, if a peace deal emerges to de-escalate the Iran conflict - likely with Beijing leaning on Tehran to reopen the Hormuz chokepoint - the Trump administration's attention may quickly pivot to the next pressure point: Communist-controlled Cuba. As of mid-week, Cuba's energy crisis has worsened and likely reached a breaking point, with Cuban Energy Minister Vicente de la O Levy warning on state media that the island nation has run out of fuel for diesel generators, and blackouts now extend up to 22 hours per day in parts of the Havana metro area. "The sum of the different types of fuel: crude oil, fuel oil, of which we have absolutely none; diesel, of which we have absolutely none … the only thing we have is gas from our wells, where production has grown," De la O Levy told the BBC. The ongoing power grid crisis follows a months-long U.S. fuel blockade that has choked off oil imports, including supplies previously sourced from Venezuela and elsewhere. Overnight, reports indicated that protests broke out in Communist-controlled Havana, with hundreds in the streets shouting, "Turn on the lights." The Trump administration says it is prepared to provide $100 million in direct humanitarian assistance if Havana permits it, while also pressing for political reforms, according to the State Department. Related: Trump Says Cuba Is Seeking Help: 'We Are Going To Talk' "The decision rests with the Cuban regime to accept our offer of assistance or deny critical life-saving aid and ultimately be accountable to the Cuban people for standing in the way of critical assistance," the statement said. On Tuesday, ahead of Trump's visit to China, he wrote on Truth Soc...
The S&P 500 index (SNPINDEX: ^GSPC) is offering a tiny 1.1% dividend yield. Coca-Cola 's (NYSE: KO) yield is more than twice as high at 2.7%. Hershey Foods (NYSE: HSY) has an even higher yield of 3%. And Hormel Foods (NYSE: HRL) tops the list with a 5.8% yield. All are reliable dividend payers, though they'll probably appeal to different types of investors. If you have $10,000 to invest, you can b...
The S&P 500 index (SNPINDEX: ^GSPC) is offering a tiny 1.1% dividend yield. Coca-Cola 's (NYSE: KO) yield is more than twice as high at 2.7%. Hershey Foods (NYSE: HSY) has an even higher yield of 3%. And Hormel Foods (NYSE: HRL) tops the list with a 5.8% yield. All are reliable dividend payers, though they'll probably appeal to different types of investors. If you have $10,000 to invest, you can buy 127 shares of Coca-Cola, 52 shares of Hershey, or 495 shares of ultra-high yield Hormel. Here's why you might decide to take the plunge with each of them. Image source: Getty Images. Continue reading
U. S. stock futures traded higher on Thursday, with the Nasdaq positioned for additional gains after the technology-heavy index closed at a fresh record high in the previous session.
U. S. stock futures traded higher on Thursday, with the Nasdaq positioned for additional gains after the technology-heavy index closed at a fresh record high in the previous session.
Sports items are proving themselves as investable assets alongside traditional collectibles such as rare coins, according to Heritage Auctions Chief Executive Officer Steve Ivy. He speaks with Bloomberg's Julie Fine in Dallas. (Source: Bloomberg)
Sports items are proving themselves as investable assets alongside traditional collectibles such as rare coins, according to Heritage Auctions Chief Executive Officer Steve Ivy. He speaks with Bloomberg's Julie Fine in Dallas. (Source: Bloomberg)
GH Research press release ( GHRS ): Q1 GAAP EPS of -$0.31. Cash, cash equivalents and marketable securities of $267.3 million as of March 31, 2026 Net cash proceeds of an additional $111.2 million from underwritten offering received in April 2026 More on GH Research GH Research: WH Decision On Psychedelics To Treat Depression Makes Bull Case GH Research FY25 Results: Strong Cash Position As GH001 ...
GH Research press release ( GHRS ): Q1 GAAP EPS of -$0.31. Cash, cash equivalents and marketable securities of $267.3 million as of March 31, 2026 Net cash proceeds of an additional $111.2 million from underwritten offering received in April 2026 More on GH Research GH Research: WH Decision On Psychedelics To Treat Depression Makes Bull Case GH Research FY25 Results: Strong Cash Position As GH001 Advances Toward Phase 3 GH Research prices $117.5M share offering Cybin stands out as the most undervalued psychedelic stock as Trump signs on faster PTSD research Seeking Alpha’s Quant Rating on GH Research
wavemovies RBC Capital Markets downgraded shares of Wix.com ( WIX ) to Sector Perform from Outperform following the company's first quarter results , which missed estimates. The firm also lowered the price target to $60 from $90. "WIX had a very challenging Q1 print. For some time, we've recognized the competitive concerns to traditional web design as AI consumer level vibe coding tools proliferat...
wavemovies RBC Capital Markets downgraded shares of Wix.com ( WIX ) to Sector Perform from Outperform following the company's first quarter results , which missed estimates. The firm also lowered the price target to $60 from $90. "WIX had a very challenging Q1 print. For some time, we've recognized the competitive concerns to traditional web design as AI consumer level vibe coding tools proliferate and while Base44 seemed a well-placed acquisition to play into that trend, we’d underestimated the sustained margin compression this would cause. Further, today's Partner weakness is the clearest signal to date of vibe coding headwinds setting in. As such, we lower FCF estimates significantly, lower target to $60 from $90 and downgrade to SP," said analysts led by Brad Erickson in a May 13 research note. The analysts added that while the stock already reflects significant headwinds, they believe the earnings report could be more of a midpoint or even a beginning of core business risk with Base44 customer lifetime value, or LTV, yet to be proven out and unlikely to show itself before next year, along with 2026 guidance still not looking that conservative. More on Wix.com Wix.com: Base44 Continues To Be Vastly Underappreciated Wix.com Ltd. (WIX) Q1 2026 Earnings Call Transcript Wix.com Ltd. 2026 Q1 - Results - Earnings Call Presentation Wix slumps 30% after Q1 results miss estimates Biggest stock movers Wednesday: MRVL, NXT, WOLF, NBIS, and more
Onfolio Holdings ( ONFO ) said it has activated an acquisition program targeting between $5M and $10M in aggregate annual adjusted EBITDA from deals completed before year-end. The company said it will evaluate cash-generative businesses across digital marketing, e-commerce, and financial media, targeting acquisitions at roughly 2-4 times trailing adjusted EBITDA through a mix of cash, seller-finan...
Onfolio Holdings ( ONFO ) said it has activated an acquisition program targeting between $5M and $10M in aggregate annual adjusted EBITDA from deals completed before year-end. The company said it will evaluate cash-generative businesses across digital marketing, e-commerce, and financial media, targeting acquisitions at roughly 2-4 times trailing adjusted EBITDA through a mix of cash, seller-financed notes, and earnout structures. CEO Dominic Wells said the strategy could roughly double Onfolio’s revenue run rate and potentially bring the company to sustained EBITDA and GAAP net income profitability, adding that the pipeline of potential deals is “full” and capital is available. Onfolio said it sees opportunities to expand margins using its AI-driven operating model, particularly in e-commerce as marketing costs decline through automation efficiencies. More on Onfolio Onfolio Holdings, Inc. (ONFO) Q4 2025 Earnings Call Transcript Historical earnings data for Onfolio Financial information for Onfolio
(RTTNews) - Thursday, Thai Beverage Public Company Limited (TBVPF.PK) announced its second-quarter financial results, reporting 8.9 million baht, or 0.29 baht per share, compared to 8.1 million baht, or 0.27 baht per share, last year.
(RTTNews) - Thursday, Thai Beverage Public Company Limited (TBVPF.PK) announced its second-quarter financial results, reporting 8.9 million baht, or 0.29 baht per share, compared to 8.1 million baht, or 0.27 baht per share, last year.
Grocery prices jumped 0.5% in April and restaurant menu prices climbed 0.7%, the biggest monthly moves in either category since late 2025. Before that, you would have to go back to 2022 to find a hotter print. The April CPI report, released Tuesday by the BLS, showed headline inflation running at 3.8% year over year, ... Grocery and Restaurant Prices Post Biggest Jump Since 2022
Grocery prices jumped 0.5% in April and restaurant menu prices climbed 0.7%, the biggest monthly moves in either category since late 2025. Before that, you would have to go back to 2022 to find a hotter print. The April CPI report, released Tuesday by the BLS, showed headline inflation running at 3.8% year over year, ... Grocery and Restaurant Prices Post Biggest Jump Since 2022
onurdongel/E+ via Getty Images Investment Thesis Xponential Fitness ( XPOF ) is under shareholder pressure to sell part or all of its business as the stock is trading at only 6.5x forward EV/EBITDA. The company is burdened by expensive debt and large legal settlements that are overshadowing a great asset-light franchisor of the market-leading Club Pilates brand. While the company is under pressure...
onurdongel/E+ via Getty Images Investment Thesis Xponential Fitness ( XPOF ) is under shareholder pressure to sell part or all of its business as the stock is trading at only 6.5x forward EV/EBITDA. The company is burdened by expensive debt and large legal settlements that are overshadowing a great asset-light franchisor of the market-leading Club Pilates brand. While the company is under pressure, its shares have dropped too much in my view, giving investors a great business at a bargain price. About Xponential Fitness Xponential Fitness is a global franchisor of boutique health and wellness brands. The company’s typical customers are 20-60-year-old females with household incomes above $170k. They are targeting premium clients, which should give them strong pricing power and retention across different economic environments. Today, Xponential owns Club Pilates, Pure Barre, StretchLab, YogaSix, and BFT. While they used to own CycleBar, Rumble, and Lindora, these brands were divested to free up cash. These businesses were not a significant contributor to EBITDA, and they brought in about $6.7 million . In Q1 , Xponential reiterated its 2026 guidance. Q1 2026 Investor Presentation Management said the decrease in revenue comes from a $23 million impact from divested brands and $18 million from outsourcing their merchandise, so adjusting for this, revenue should be down about 3% on an even comparison to 2025. Importantly, Adjusted EBITDA is relatively stable even with the revenue decline. Their most significant brand is Club Pilates, the largest Pilates brand. Club Pilates has over 1400 studios operating, with more store licenses being sold, including commitments for 160 future openings from two franchisees being announced in Q1. A Club Pilates location is about 1500 square feet and has an AUV of about $950k. Club Pilates’ same-store sales growth declined by 4% in Q1. Firstly, changes to Meta and Google’s AI-driven advertising reduced digital traffic and hurt the top of ...
Actual Growth of Investment Hiroshi Watanabe/DigitalVision via Getty Images I currently have YieldMax MSTR Option Income Strategy ETF ( MSTY ) as a Hold. Bitcoin and speculative trading have improved over the last few weeks, and that has helped both the price and dividend. But with oil prices rising, the Iran situation still unresolved, and the market reacting quickly to fear, I think investors st...
Actual Growth of Investment Hiroshi Watanabe/DigitalVision via Getty Images I currently have YieldMax MSTR Option Income Strategy ETF ( MSTY ) as a Hold. Bitcoin and speculative trading have improved over the last few weeks, and that has helped both the price and dividend. But with oil prices rising, the Iran situation still unresolved, and the market reacting quickly to fear, I think investors still need to be careful here. MSTY depends heavily on volatility tied to Bitcoin and Strategy Incorporated ( MSTR ). When speculative money is flowing into the market, the ETF can generate very large weekly payouts. When fear hits the market, the same volatility can quickly work against investors. Bitcoin recently recovered back above the $80,000 level, according to Yahoo Finance Bitcoin pricing data , after falling near the $60,000 range during the earlier selloff. The weekly income gets most of the attention, but I think investors also need to watch what is happening to the value of the ETF underneath the surface. Bitcoin and MSTY Still Move Together Bitcoin And MSTY have continued moving inside the same speculative environment (Yahoo Finance stats) The chart above shows how closely MSTY and Bitcoin have moved together over the past year. When Bitcoin sold off sharply, MSTY also came under heavy pressure even while continuing to pay large distributions. More recently, as Bitcoin recovered, speculative participation improved, and MSTY stabilized with it. That relationship is important because MSTY does not operate independently from Bitcoin momentum. The ETF depends heavily on MSTR volatility, and MSTR itself is heavily tied to Bitcoin because of the company’s large Bitcoin holdings. During strong market periods, that setup can work very well. During fear-driven corrections, it can reverse quickly. Large Dividends Alone Do Not Guarantee Strong Returns Large Distributions Alone Do Not Automatically Guarantee Positive Total Return (Yahoo Finance) This is where I think investo...
Evika Siliņa stands down after coalition collapses following sacking of defence minister Europe live – latest updates Latvia’s centre-right prime minister has resigned over her government’s handling of Ukrainian drones that strayed into Latvian territory from Russia, bringing down her coalition government months before elections due in October. Evika Siliņa announced her resignation on Thursday, a...
Evika Siliņa stands down after coalition collapses following sacking of defence minister Europe live – latest updates Latvia’s centre-right prime minister has resigned over her government’s handling of Ukrainian drones that strayed into Latvian territory from Russia, bringing down her coalition government months before elections due in October. Evika Siliņa announced her resignation on Thursday, a day after the Progressives party, her left-leaning coalition partner, withdrew its support over her decision to fire the defence minister, Andris Sprūds, a Progressives member. Continue reading...
Foreign minister says ships must cooperate with Iranian navy, as vessel reportedly seized outside UAE port The Iranian foreign minister, Abbas Araghchi, has said ships entering the strait of Hormuz must cooperate with the Iranian navy, as reports emerged of a ship being seized outside a United Arab Emirate port and taken towards Iranian waters. The UK Maritime Trading Organisation said the docked ...
Foreign minister says ships must cooperate with Iranian navy, as vessel reportedly seized outside UAE port The Iranian foreign minister, Abbas Araghchi, has said ships entering the strait of Hormuz must cooperate with the Iranian navy, as reports emerged of a ship being seized outside a United Arab Emirate port and taken towards Iranian waters. The UK Maritime Trading Organisation said the docked ship was seized by “unauthorised personnel” while it was anchored off the coast of the United Arab Emirates port of Fujairah near the southern entry to the strait of Hormuz. Continue reading...