ozgurcankaya/iStock via Getty Images Overview Business development companies continue to suffer as a result of high interest rates. Sixth Street Specialty Lending ( TSLX ) has been able to navigate its headwinds, but there are very few signs of growth. When I previously covered TSLX, I issued a hold rating because of the limited growth catalysts and declining earnings. Thankfully, TSLX's share pri...
ozgurcankaya/iStock via Getty Images Overview Business development companies continue to suffer as a result of high interest rates. Sixth Street Specialty Lending ( TSLX ) has been able to navigate its headwinds, but there are very few signs of growth. When I previously covered TSLX, I issued a hold rating because of the limited growth catalysts and declining earnings. Thankfully, TSLX's share price has remained resilient, and the total return is in positive territory. However, TSLX recently reported its Q1 earnings, so I wanted to revisit the current value proposition, outlook, and dividend sustainability for the remainder of 2026. When I previously covered TSLX, it traded at a small premium to NAV of 4.53%. Following the recent positive momentum, TSLX now trades at a larger premium to NAV of 10.47%. Valuations across the BDC market can be a bit tricky right now. However, TSLX remains at the more attractive end of its historical price to NAV range. For reference, TSLX has traded at a much higher average premium to NAV of 24.32% over the last five years. So if the BDC market improves and TSLX is capable of growing its NAV, this can be a great time to accumulate shares. CEFData.com Despite the attractive valuation, there are still some risks for investors to consider. For instance, the NAV has maintained a downward trend for more than a year straight. Management has struggled to locate new opportunities to invest in, and non-accruals as a percentage of fair portfolio value have more than doubled since my last coverage. In a scenario where interest rates remain high, this can threaten the future growth of TSLX. Even when the new investments do eventually materialize into higher net investment income, it can take several quarters to play out. Therefore, I anticipate that there could be more pain ahead before things start to improve. Q1 Earnings Show Further Declines According to the latest portfolio overview , TSLX has total investments at fair value of $3.4B that are ...
MoonLake Immunotherapeutics press release ( MLTX ): Q1 GAAP EPS of -$0.98 misses by $0.07 . More on MoonLake Immunotherapeutics MoonLake: Downgrade To Buy As Sonelokimab Still Has A BLA Shot On Goal MoonLake Immunotherapeutics (MLTX) Analyst/Investor Day - Slideshow MoonLake Immunotherapeutics (MLTX) Analyst/Investor Day Transcript MoonLake upgraded at Rothschild & Co Redburn citing potential FDA ...
MoonLake Immunotherapeutics press release ( MLTX ): Q1 GAAP EPS of -$0.98 misses by $0.07 . More on MoonLake Immunotherapeutics MoonLake: Downgrade To Buy As Sonelokimab Still Has A BLA Shot On Goal MoonLake Immunotherapeutics (MLTX) Analyst/Investor Day - Slideshow MoonLake Immunotherapeutics (MLTX) Analyst/Investor Day Transcript MoonLake upgraded at Rothschild & Co Redburn citing potential FDA nod for lead drug Seeking Alpha’s Quant Rating on MoonLake Immunotherapeutics
Allendale, Northumberland: Once again, wildlife has made a home in our garden, in part because they feel safe here A big moon is cresting the Scots pine as I sit at an upstairs window looking down on to the garden. Awaiting the dusk emergence of a female tawny owl has become an evening ritual. After a day spent in the confines of a nest box in our sycamore tree, her departure shifts back by a few ...
Allendale, Northumberland: Once again, wildlife has made a home in our garden, in part because they feel safe here A big moon is cresting the Scots pine as I sit at an upstairs window looking down on to the garden. Awaiting the dusk emergence of a female tawny owl has become an evening ritual. After a day spent in the confines of a nest box in our sycamore tree, her departure shifts back by a few minutes every night. Completely silent, she drops towards the woodland border and skims the plants, each time on the same trajectory, a grey shadow in the gloaming. Another movement on the path below catches my eye: a woodcock slinking along, using the box hedge to disguise her passage. If I hadn’t been watching for the owl I would never have known that she too is nesting somewhere in the garden’s thick leafiness. In July 2023, I wrote about a woodcock nesting in a flower border a few metres from the house, four chicks successfully hatching from four eggs. Last year, another attempt was disturbed by a cat captured on trailcam. This may be the same bird returned for a third time. Woodcocks are extremely secretive birds, their close proximity to a house very unusual. Continue reading...
International Tower Hill press release ( THM ): Q1 GAAP EPS of $0.01. As at March 31, 2026, the company had cash and cash equivalents of $64.69M compared to $1.35M at December 31, 2025. As at May 7, 2026, management believes that the company has sufficient financial resources to maintain its operations for the next twelve months. More on International Tower Hill Mines Ltd. International Tower Hill...
International Tower Hill press release ( THM ): Q1 GAAP EPS of $0.01. As at March 31, 2026, the company had cash and cash equivalents of $64.69M compared to $1.35M at December 31, 2025. As at May 7, 2026, management believes that the company has sufficient financial resources to maintain its operations for the next twelve months. More on International Tower Hill Mines Ltd. International Tower Hill Mines As A Cheap Lever On The Price Of Gold, A Change Worth $115 Million Financial information for International Tower Hill Mines Ltd.
Marriott ( MAR ) declares $0.73/share quarterly dividend , 9% increase from prior dividend of $0.67. Forward yield 0.83% Payable June 30; for shareholders of record May 22; ex-div May 22. See MAR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Marriott Marriott International Proves Resilient To The Iran Shock Marriott International: Its Upside Has Already Traveled Too Long, Too Far Mar...
Marriott ( MAR ) declares $0.73/share quarterly dividend , 9% increase from prior dividend of $0.67. Forward yield 0.83% Payable June 30; for shareholders of record May 22; ex-div May 22. See MAR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Marriott Marriott International Proves Resilient To The Iran Shock Marriott International: Its Upside Has Already Traveled Too Long, Too Far Marriott International, Inc. (MAR) Q1 2026 Earnings Call Transcript Marriott expects 2026 adjusted EPS of $11.38 to $11.63 as it raises full-year global RevPAR outlook to 2% to 3% Travel stocks move higher as oil tumbles on US.-Iran deal talks
Illinois Tool Works Inc. ( ITW ) declares $1.61/share quarterly dividend , in line with previous. Forward yield 2.52% Payable July 10; for shareholders of record June 30; ex-div June 30. See ITW Dividend Scorecard, Yield Chart, & Dividend Growth. More on Illinois Tool Works Inc. Illinois Tool Works: Tricky In 2026, I Say 'Hold' Illinois Tool Works Inc. 2026 Q1 - Results - Earnings Call Presentatio...
Illinois Tool Works Inc. ( ITW ) declares $1.61/share quarterly dividend , in line with previous. Forward yield 2.52% Payable July 10; for shareholders of record June 30; ex-div June 30. See ITW Dividend Scorecard, Yield Chart, & Dividend Growth. More on Illinois Tool Works Inc. Illinois Tool Works: Tricky In 2026, I Say 'Hold' Illinois Tool Works Inc. 2026 Q1 - Results - Earnings Call Presentation Illinois Tool Works Inc. (ITW) Q1 2026 Earnings Call Transcript ITW projects $11.10-$11.50 2026 GAAP EPS while maintaining 1%-3% organic growth outlook Illinois Tool Works Inc. GAAP EPS of $2.66 beats by $0.10, revenue of $4.02B beats by $10M
Popular ( BPOP ) declares $0.75/share quarterly dividend , in line with previous. Forward yield 2.01% Payable July 1; for shareholders of record May 29; ex-div May 29. See BPOP Dividend Scorecard, Yield Chart, & Dividend Growth. More on Popular Popular's Popularity With Mr. Market Isn't Surprising Popular: Attractive But Not Stable Popular, Inc.: A Strong Bank, But Not A Cheap Stock Anymore Popula...
Popular ( BPOP ) declares $0.75/share quarterly dividend , in line with previous. Forward yield 2.01% Payable July 1; for shareholders of record May 29; ex-div May 29. See BPOP Dividend Scorecard, Yield Chart, & Dividend Growth. More on Popular Popular's Popularity With Mr. Market Isn't Surprising Popular: Attractive But Not Stable Popular, Inc.: A Strong Bank, But Not A Cheap Stock Anymore Popular targets 2026 net interest income growth at upper end of 5%-7% range while trimming expense outlook to 2%-3% Popular Q1 2026 Earnings Preview
We have put together stories from our coverage last weekend to help you stay informed about news across Asia and beyond. If you would like to see more of our reporting, please consider subscribing. 1. Could omega-3 supplements hurt the brain? Chinese military study flags risks 2. Hong Kong schools record net student rise for 2 years straight 3. Trump heads to China weakened as Xi gains leverage ah...
We have put together stories from our coverage last weekend to help you stay informed about news across Asia and beyond. If you would like to see more of our reporting, please consider subscribing. 1. Could omega-3 supplements hurt the brain? Chinese military study flags risks 2. Hong Kong schools record net student rise for 2 years straight 3. Trump heads to China weakened as Xi gains leverage ahead of summit 4. ‘Foreigner won’: Filipinos divided over pageant winner’s US roots 5. Singapore...
Fund performance Columbia Select Short Corporate Income Fund Institutional Class shares returned 0.11% for the three months ending March 31, 2026. The fund's primary benchmark, the Bloomberg U.S. 1–5 Year Corporate Index, returned 0.09% for the same period. Market overview The first quarter of 2026 was dominated by the outbreak of armed conflict between the United States/Israel and Iran, which beg...
Fund performance Columbia Select Short Corporate Income Fund Institutional Class shares returned 0.11% for the three months ending March 31, 2026. The fund's primary benchmark, the Bloomberg U.S. 1–5 Year Corporate Index, returned 0.09% for the same period. Market overview The first quarter of 2026 was dominated by the outbreak of armed conflict between the United States/Israel and Iran, which began on February 28. The conflict effectively disrupted transit through the Strait of Hormuz, a chokepoint for roughly 20% of global oil supply. Diplomatic signals have been mixed throughout the quarter — the U.S. has reported productive indirect talks while Iran has rejected direct negotiations and asserted sovereignty over the Strait. President Trump noted that discussions with Iran are ongoing and that the U.S. holds "all the cards." The emphasis on further escalation before any resolution suggests markets may face continued geopolitical uncertainty well into the second quarter. U.S. equity markets struggled under the weight of geopolitical risk and rising rates for much of the quarter before rallying on March 31, when indices saw their best single-day gains since May 2025 on hopes for a resolution to the conflict. Even with the late rally, the S&P 500 Index finished the first quarter down 4.33%, its worst first-quarter performance since 2022. The Nasdaq Composite fell -7.11%, the Dow Jones Industrial Average -3.58%, and the Russell 2000 Index eked out a 0.89% gain. On the economic data front, fourth-quarter 2025 gross domestic product (GDP) growth was revised down to just 0.7% annualized, a sharp step-down from the 4.4% pace in the third quarter, though full-year 2025 growth still came in at a respectable 2.1%. The Atlanta Fed's GDP Now tracker for first quarter 2026 was 1.9% as of April 1. March employment data was better than consensus expectations, with nonfarm payrolls rising 178,000 (versus 78,000 consensus, although February was revised down to -133,000 from -92,000...
South Korea and Taiwan’s artificial intelligence-fueled chip booms are set to swell both economies’ trade surpluses and pressure their central banks to raise interest rates later this year. That’s according to Goldman Sachs Group Inc. economists led by Andrew Tilton , who now expect two 25-basis point interest rate hikes in Korea in the third and fourth quarter, and two 12.5-basis point increases ...
South Korea and Taiwan’s artificial intelligence-fueled chip booms are set to swell both economies’ trade surpluses and pressure their central banks to raise interest rates later this year. That’s according to Goldman Sachs Group Inc. economists led by Andrew Tilton , who now expect two 25-basis point interest rate hikes in Korea in the third and fourth quarter, and two 12.5-basis point increases in Taiwan in the second and fourth quarters. Korea’s AI-related exports could triple to almost 30% of gross domestic product this year, while Taiwan’s could rise further in excess of 30% of GDP, they wrote. Meantime, non-tech exports are likely to remain subdued amid regional oversupply and the energy shock confronting the region. “The K-shaped cycle argues for targeted, prudent fiscal policy,” the economists wrote in the note dated May 11. “With the outsized AI-driven export boom, both currencies should face appreciation.” Taiwan’s economy grew at its fastest since 1987 in the first quarter and South Korean exports have been on a tear, with shipments of semiconductors the primary driver. The boom is creating headaches for policymakers as the two-speed nature of growth sees few workers vault ahead while the rest languish. Still, bullish forecasts suggest there’s plenty of upside for both economies. A recent note from Chetan Ahya, chief Asia economist at Morgan Stanley in Hong Kong, said Asia is entering an industrial super-cycle that’s driven in part by the artificial intelligence boom and AI-related infrastructure. The Goldman economists see the tech-export surge pushing current account surpluses to new records above 10% of GDP in Korea in 2026 and over 20% of GDP in Taiwan. So far, Korea’s surplus has been recycled mainly into overseas equities and Taiwan’s into FX deposits, the economists wrote, but appreciation pressure may be building. They expect South Korea’s GDP growth to rebound to 2.5% this year, from 1% in 2025, and Taiwan’s to accelerate to almost 10% in 2026, f...
Hamilton Beach Brands ( HBB ) declares $0.125/share quarterly dividend , 4.2% increase from prior dividend of $0.120. Forward yield 2.39% Payable June 16; for shareholders of record June 1; ex-div June 1. See HBB Dividend Scorecard, Yield Chart, & Dividend Growth. More on Hamilton Beach Brands Hamilton Beach Brands Holding Company (HBB) Q1 2026 Earnings Call Transcript Hamilton Beach Brands' Rebou...
Hamilton Beach Brands ( HBB ) declares $0.125/share quarterly dividend , 4.2% increase from prior dividend of $0.120. Forward yield 2.39% Payable June 16; for shareholders of record June 1; ex-div June 1. See HBB Dividend Scorecard, Yield Chart, & Dividend Growth. More on Hamilton Beach Brands Hamilton Beach Brands Holding Company (HBB) Q1 2026 Earnings Call Transcript Hamilton Beach Brands' Rebound Has Only Just Begun Hamilton Beach Brands Holding Company (HBB) Q4 2025 Earnings Call Transcript Hamilton Beach reiterates 2026 outlook with $35M-$45M cash flow target as it plans reinvestment amid consumer softness Hamilton Beach Brands GAAP EPS of $0.26, revenue of $121.96M
Cameco ( CCO:CA ) ( CCJ ) on Monday said that northern Saskatchewan sites are not directly impacted by floodwaters, but it has temporarily halted production activities at the Key Lake mill Key Lake mill and reduced activity at the McArthur River mine McArthur River mine until the normal delivery of critical operating materials can resume. Flooding has caused the collapse of the Smoothstone River B...
Cameco ( CCO:CA ) ( CCJ ) on Monday said that northern Saskatchewan sites are not directly impacted by floodwaters, but it has temporarily halted production activities at the Key Lake mill Key Lake mill and reduced activity at the McArthur River mine McArthur River mine until the normal delivery of critical operating materials can resume. Flooding has caused the collapse of the Smoothstone River Bridge , which is on the primary route the company uses to transport supplies to the McArthur River and Key Lake sites, and there are restrictions in place on the use of an alternative roadway, Cameco ( CCJ ), one of the largest global providers of the uranium fuel, said . "We are in regular contact with the Saskatchewan Ministry of Highways, and we are working with our sites to minimize the impact of delivery disruptions," Cameco ( CCO:CA ) said. The timeline for the resumption of normal deliveries is currently unknown. More on Cameco Corporation Cameco Corporation (CCO:CA) Shareholder/Analyst Call Prepared Remarks Transcript Cameco Corporation: Robust Q1 Results And An Attractive Valuation (Rating Upgrade) The World Is Going Nuclear And Cameco Is Ready Cameco Q1 2026 Earnings Preview Cameco Q4 2025 Earnings Preview
Magellan Aerospace ( MALJF ) declares $0.05/share quarterly dividend , in line with previous. Forward yield 1.01% Payable June 30; for shareholders of record June 16; ex-div June 16. See MALJF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Magellan Aerospace Magellan Aerospace Corporation (MAL:CA) Shareholder/Analyst Call Prepared Remarks Transcript Magellan Aerospace: Strong Buy As M...
Magellan Aerospace ( MALJF ) declares $0.05/share quarterly dividend , in line with previous. Forward yield 1.01% Payable June 30; for shareholders of record June 16; ex-div June 16. See MALJF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Magellan Aerospace Magellan Aerospace Corporation (MAL:CA) Shareholder/Analyst Call Prepared Remarks Transcript Magellan Aerospace: Strong Buy As Margins Expand And Valuation Gap Persists Historical earnings data for Magellan Aerospace Dividend scorecard for Magellan Aerospace Financial information for Magellan Aerospace
Vulcan Materials ( VMC ) declares $0.52/share quarterly dividend , in line with previous. Forward yield 0.73% Payable June 5; for shareholders of record May 22; ex-div May 22. See VMC Dividend Scorecard, Yield Chart, & Dividend Growth. More on Vulcan Materials Vulcan Materials: I'm Buying The Foundation Of Our Economy Vulcan Materials Company 2026 Q1 - Results - Earnings Call Presentation Vulcan M...
Vulcan Materials ( VMC ) declares $0.52/share quarterly dividend , in line with previous. Forward yield 0.73% Payable June 5; for shareholders of record May 22; ex-div May 22. See VMC Dividend Scorecard, Yield Chart, & Dividend Growth. More on Vulcan Materials Vulcan Materials: I'm Buying The Foundation Of Our Economy Vulcan Materials Company 2026 Q1 - Results - Earnings Call Presentation Vulcan Materials Company (VMC) Q1 2026 Earnings Call Transcript Vulcan Materials Non-GAAP EPS of $1.35 beats by $0.25, revenue of $1.75B beats by $130M Vulcan Materials Q1 2026 Earnings Preview
Manpower ( MAN ) declares $0.72/share semi-annual dividend , in line with previous. Forward yield 4.83% Payable June 15; for shareholders of record June 1; ex-div June 1. See MAN Dividend Scorecard, Yield Chart, & Dividend Growth. More on Manpower ManpowerGroup: Still Being Patient On This Stock ManpowerGroup: Better-Than-Expected Results And Guidance (Rating Upgrade) ManpowerGroup Inc. (MAN) Q1 2...
Manpower ( MAN ) declares $0.72/share semi-annual dividend , in line with previous. Forward yield 4.83% Payable June 15; for shareholders of record June 1; ex-div June 1. See MAN Dividend Scorecard, Yield Chart, & Dividend Growth. More on Manpower ManpowerGroup: Still Being Patient On This Stock ManpowerGroup: Better-Than-Expected Results And Guidance (Rating Upgrade) ManpowerGroup Inc. (MAN) Q1 2026 Earnings Call Transcript ManpowerGroup targets $200M permanent cost savings in 2028 and forecasts Q2 EPS of $0.91 to $1.01 Manpower Q1 2026 Earnings Preview
格隆汇5月11日|欧洲央行副行长Luis de Guindos表示,在考虑提高利率时应谨慎,因为伊朗战争对经济扩张的全面影响尚未显现。Guindos在周一发表的采访中表示,能源冲击通常会更快地反映在通胀指标上,而不是经济增长指标上,并说他预计即将公布的经济活动数据“情况不会好”。“所以我呼吁保持谨慎:未来几周,对经济增长的影响将更加明显。”这位西班牙官员说道,“而且,我们需要这场冲突有更清晰的结论...
格隆汇5月11日|欧洲央行副行长Luis de Guindos表示,在考虑提高利率时应谨慎,因为伊朗战争对经济扩张的全面影响尚未显现。Guindos在周一发表的采访中表示,能源冲击通常会更快地反映在通胀指标上,而不是经济增长指标上,并说他预计即将公布的经济活动数据“情况不会好”。“所以我呼吁保持谨慎:未来几周,对经济增长的影响将更加明显。”这位西班牙官员说道,“而且,我们需要这场冲突有更清晰的结论。”他的任期将于本月结束。