A collision between a goods train and a bus killed at least eight people and injured 35 in the Thai capital Bangkok on Saturday, police said. Firefighters and rescuers cordoned off the collision site, with investigators seen peering into the burnt-out shell of the bus. Pedestrians were ushered away from the busy downtown intersection, which is used by tens of thousands of vehicles each day. “Eight...
A collision between a goods train and a bus killed at least eight people and injured 35 in the Thai capital Bangkok on Saturday, police said. Firefighters and rescuers cordoned off the collision site, with investigators seen peering into the burnt-out shell of the bus. Pedestrians were ushered away from the busy downtown intersection, which is used by tens of thousands of vehicles each day. “Eight people have died and 35 others were injured,” Bangkok police chief Urumporn Koondejsumrit said. The...
It has long been suspected the Revolutionary Guards – specifically its Quds Force – was responsible for recent terror attacks in London, Canada and across Europe The arrest by US authorities of an alleged Iraqi commander of an Iranian-backed militia group now accused of responsibility for 18 terrorist attacks in the UK, Europe and Canada since the beginning of the Iran war is an astonishing develo...
It has long been suspected the Revolutionary Guards – specifically its Quds Force – was responsible for recent terror attacks in London, Canada and across Europe The arrest by US authorities of an alleged Iraqi commander of an Iranian-backed militia group now accused of responsibility for 18 terrorist attacks in the UK, Europe and Canada since the beginning of the Iran war is an astonishing development – yet not the least bit surprising. According to a complaint unsealed on Friday in a federal court in Manhattan, Mohammad Baqer Saad Dawood al-Saadi is allegedly responsible for organising – among other operations – a string of recent firebombings of banks and other targets in France, Belgium, Germany and the Netherlands, an arson attack against a synagogue and a shooting at the US consulate in Toronto in March, as well as – most recently – a wave of attacks on mainly Jewish targets in the UK including places of worship and charities. Continue reading...
Funtap/iStock via Getty Images Introduction REITs ( XLRE ) have finally started recovering after years of underperformance from elevated interest rates. XLRE is up 10.33% year-to-date, but many quality names still trade at attractive valuations. One of the most notable examples is Realty Income ( O ), who trades at a forward P/AFFO multiple of approximately 14.0x, below the sector median's 16.15x....
Funtap/iStock via Getty Images Introduction REITs ( XLRE ) have finally started recovering after years of underperformance from elevated interest rates. XLRE is up 10.33% year-to-date, but many quality names still trade at attractive valuations. One of the most notable examples is Realty Income ( O ), who trades at a forward P/AFFO multiple of approximately 14.0x, below the sector median's 16.15x. And this is despite maintaining an A-rated balance sheet, accelerating investment activity, and a guidance raise in their latest quarter. This signifies that they could see solid upside once rates continue to trend down, likely in the next 6-12 months. However, growth is still disappointing compared to peers and their past performance, confirming the market's skepticism around their gargantuan size and future growth efforts. However, their transition from a traditional NNN REIT into a diversified capital allocator with the launch of their U.S. Core Plus fund, which is expected to be the REIT's next growth engine. In this article, I discuss O's latest earnings, fundamentals, their new private capital fund, and why the stock remains attractive for long-term income-oriented investors. Previous Thesis I last covered Realty Income this past March, upgrading them from a hold to a buy . This was due to their renewed growth initiatives with the launch of their private fund and strategic partnerships. Anticipated rate declines also played a role in the upgrade, leading me to believe they could see solid price appreciation because of their valuation. During earnings, they showed stable fundamentals with occupancy rising modestly, raising AFFO guidance, and accelerated investment activity. Their upside potential to their 2028 price target of $80, 5% dividend yield, and valuation below the peer average were incentives for income-focused investors. Since then, the share price has been volatile, down 7%. The S&P ( SP500 ) in comparison is up close to 9%. Seeking Alpha Private Fund Becom...
SCM Jeans/iStock via Getty Images This monthly article series provides a top-down analysis of the utilities sector based on subsector metrics focused on value, quality and momentum. It may also help analyze sector ETFs such as the Utilities Select Sector SPDR ETF ( XLU ) and Vanguard Utilities ETF ( VPU ), whose largest holdings are used to calculate these metrics. Shortcut The next two paragraphs...
SCM Jeans/iStock via Getty Images This monthly article series provides a top-down analysis of the utilities sector based on subsector metrics focused on value, quality and momentum. It may also help analyze sector ETFs such as the Utilities Select Sector SPDR ETF ( XLU ) and Vanguard Utilities ETF ( VPU ), whose largest holdings are used to calculate these metrics. Shortcut The next two paragraphs in italics describe the dashboard methodology. They are necessary for new readers to understand the metrics. If you are used to this series or if you are short of time, you can skip them and go to the charts. Base Metrics I calculate the median value of five fundamental ratios for each industry: Earnings Yield ("EY"), Sales Yield ("SY"), Free Cash Flow Yield ("FY"), Return on Equity ("ROE"), Gross Margin ("GM"). The reference universe includes large companies in the U.S. stock market. The five base metrics are calculated on the trailing 12 months. For all of them, higher is better. EY, SY, and FY are medians of the inverse of Price/Earnings, Price/Sales and Price/Free Cash Flow. They are better for statistical studies than price-to-something ratios, which are unusable or non available when the "something" is close to zero or negative (for example, companies with negative earnings). I also look at two momentum metrics for each group: the median monthly return (RetM) and the median annual return (RetY). I prefer medians to averages because a median splits a set into a good half and a bad half. A capital-weighted average is skewed by extreme values and the largest companies. My metrics are designed for stock-picking rather than index investing. Value and Quality Scores I calculate historical baselines for all metrics. They are noted respectively as EYh, SYh, FYh, ROEh, GMh, and they are calculated as the averages on a look-back period of 11 years. For example, the value of EYh for hardware in the table below is the 11-year average of the median Earnings Yield in hardware comp...
PeopleImages/iStock via Getty Images The story for Esperion Therapeutics ( ESPR ) as a publicly traded company came to an end on May 1st with an acquisition offer by healthcare investment firm ARCHIMED . Yet, the investing story for ESPR is not over. The company has agreements for milestone payments going out to 2030, and the acquisition deal is structured to allow shareholders to continue to part...
PeopleImages/iStock via Getty Images The story for Esperion Therapeutics ( ESPR ) as a publicly traded company came to an end on May 1st with an acquisition offer by healthcare investment firm ARCHIMED . Yet, the investing story for ESPR is not over. The company has agreements for milestone payments going out to 2030, and the acquisition deal is structured to allow shareholders to continue to participate in that potential upside. This feature is important since the milestone payments were a major part of the story for ESPR. The payments both gave a floor to the company’s finances as well as offered proof of the ongoing viability of the business. Still, I decided to take my profits now and forgo the future cash streams. Recognizing that some may like the terms of the distributions, I am only downgrading ESPR to a hold. A Maximum 5% Annual Yield Thanks to financing deals like secondary share offerings, ESPR significantly grew its outstanding shares over the last 5 years. Growing from 26.3M in June, 2021 to 257.4M in the latest quarter, this near 10x increase in outstanding shares delivered major dilution that created significant overhang on the price of shares. Esperion ramped outstanding shares at a rapid pace. (Seeking Alpha) The stock could not sustain breakouts above its peak in January 2024, a high that preceded a stock offering at $1.50. That event helped put ESPR on my radar and, as I have written in previous articles, the stock became a speculative investment for me. However, that same growth in outstanding shares means that ARCHIMED’s offer to share milestone payments with shareholders amounts to an insufficient reason for me to keep holding the shares. Investing in ESPR required close attention to key technical levels as well as fundamental catalysts. ( TradingView ) ARCHIMED will grant Contingent Value Rights (CVRs) to facilitate milestone payments to shareholders. Per the 8-K , which provides full details about the deal , “each CVR will entitle the holder ...
The list of troubles is long in the world today. Geopolitical conflicts, rising energy prices, lingering trade wars, and the potential for a global recession are some of the big ones. And yet there are companies that manage to muddle through whatever troubles come their way while continuing to reward investors with reliable, growing dividends. Coca-Cola (NYSE: KO) and Procter & Gamble (NYSE: PG) a...
The list of troubles is long in the world today. Geopolitical conflicts, rising energy prices, lingering trade wars, and the potential for a global recession are some of the big ones. And yet there are companies that manage to muddle through whatever troubles come their way while continuing to reward investors with reliable, growing dividends. Coca-Cola (NYSE: KO) and Procter & Gamble (NYSE: PG) are two such companies. Coca-Cola and P&G share one very notable attribute. They are both Dividend Kings , each with over 50 consecutive annual dividend increases. That's important because a streak like that can't be built by accident. It requires a strong business plan that is executed well in both good and bad markets. Both of these companies have proven they are resilient businesses through the entire economic cycle many times over at this point. Image source: Getty Images. Continue reading
Workday (WDAY) is back in focus after rolling out its Sana Self-Service Agent inside Microsoft 365 Copilot and launching an AI-focused solopreneur accelerator program, moves that sharpen attention on how its AI tools support everyday business work. See our latest analysis for Workday. Despite the fresh attention on its AI tools and partnerships, Workday’s share price has moved unevenly, with a 1-d...
Workday (WDAY) is back in focus after rolling out its Sana Self-Service Agent inside Microsoft 365 Copilot and launching an AI-focused solopreneur accelerator program, moves that sharpen attention on how its AI tools support everyday business work. See our latest analysis for Workday. Despite the fresh attention on its AI tools and partnerships, Workday’s share price has moved unevenly, with a 1-day share price return of 5.27%, a year-to-date share price return that is down 39.25%, and a...
Olivier Le Moal/iStock via Getty Images Note: The stocks shortlisted and highlighted in this article are not buy recommendations per se but rather candidates for further research. Before making any investments, please use due diligence, considering your personal goals and risk tolerance. Also, some sections in the article may be repetitive from month to month for the benefit of the new readers. Th...
Olivier Le Moal/iStock via Getty Images Note: The stocks shortlisted and highlighted in this article are not buy recommendations per se but rather candidates for further research. Before making any investments, please use due diligence, considering your personal goals and risk tolerance. Also, some sections in the article may be repetitive from month to month for the benefit of the new readers. The regular readers could skip them. However, we recommend that first-time readers refer to our BLOGPOST here to get a detailed explanation of our selection methodology/process and additional criteria for Dividend Growth Stocks. Introduction: Every month, we start with about 400 to 500 dividend-paying stocks and use our proprietary and unique filtering criteria to bring down the number of selections to a small subset of about 20 stocks. The emphasis here is on high growth rather than high yield. Generally, we end up with stocks that pay dividend yields in the range of 1% to 1.5%, which is in line with what the S&P 500 pays as well. These 20 stocks are from diverse sectors and industries, but they all have one aspect in common. They appear to be in their period of hypergrowth with great momentum. As a final step, we analyze each of the 20 stocks and use our judgment to come up with a final list of just 10 stocks. The majority of our selections (if not all) have a market cap of $10 billion or more. Who should follow this series? The stocks highlighted in this series are for investors who are in their accumulation phase and are more interested in growing their capital at a rapid pace rather than in their current income. The focus of the selections is dividend growth and growth sustainability rather than high current yield. In that sense, the risk profile of these stocks is generally higher, and they are not suitable for conservative investors or investors who need high current incomes to sustain their lifestyle. Market Outlook Recently, the market had a big rally following the e...
41% Of Muslim Youth In Vienna Believe Their Religious Laws Take Precedence Via Remix News, A recent study conducted on behalf of the city of Vienna highlights a concerning trend among young Muslims regarding their religious and political views. This follows the recent announcement that Muslim children now comprise nearly 41 percent of the population in Vienna’s compulsory schools , making them the...
41% Of Muslim Youth In Vienna Believe Their Religious Laws Take Precedence Via Remix News, A recent study conducted on behalf of the city of Vienna highlights a concerning trend among young Muslims regarding their religious and political views. This follows the recent announcement that Muslim children now comprise nearly 41 percent of the population in Vienna’s compulsory schools , making them the largest religious group. The study, published on May 12, 2026, was led by Kenan Güngör. He classifies the results as “very worrying,” noting that religion occupies a much larger space in the lives of Muslim youth compared to their peers . One of the most significant findings involves the hierarchy of legal and religious authority. Forty-one percent of Muslim youth agree with the statement that their religious laws take precedence over the laws in Austria , compared to 21 percent of Christian youth, as reported in Austrian news outlet Der Standard . Furthermore, 46 percent of Muslim respondents believe that one must be prepared to “fight and die in defense of one’s faith,” a view shared by 24 percent of Christians. Specifically, 73 percent of Shiite and 68 percent of Sunni Muslims identify as religious, while only 41 percent of Catholic and 38 percent of Orthodox Christian youth say the same. The study also delves into social and everyday religious expectations, showing that 36 percent of Muslim youth believe that all people should follow the rules of their religion, and more than half believe Muslim women should wear headscarves in public. Additionally, 65 percent say Islamic regulations apply to all areas of everyday life and must be strictly observed. Regarding these figures, Güngör speaks of social pressure within these communities. Views on governance and social equality also show a distinct divide. While 82 percent of Austrians view democracy as the best form of government, support drops to 47 percent for Syrians, 50 percent for Chechens, and 61 percent for Afghans. C...
At least 80 deaths have been reported in Congo’s new Ebola disease outbreak in the eastern Ituri province, authorities said, as health workers raced to intensify screening and contact tracing to contain the disease on Saturday. Officials first announced the outbreak on Friday, with 65 deaths and 246 suspected cases. In Ituri’s capital, Bunia, locals recounted their fears amid constant burials. “Ev...
At least 80 deaths have been reported in Congo’s new Ebola disease outbreak in the eastern Ituri province, authorities said, as health workers raced to intensify screening and contact tracing to contain the disease on Saturday. Officials first announced the outbreak on Friday, with 65 deaths and 246 suspected cases. In Ituri’s capital, Bunia, locals recounted their fears amid constant burials. “Every day, people are dying … and this has been going on for about a week. In a single day, we bury...
NVIDIA (NASDAQ:NVDA) at $235.74 screens attractively under $250. President Trump’s China visit and growing signals that potential Fed Chair candidate Kevin Warsh will take a dovish stance toward AI investment reframe the two biggest overhangs on this stock: export controls and rate policy. Nvidia sits at the center of the AI buildout. Data Center revenue ... Buy Nvidia Under $250 on Trump’s China ...
NVIDIA (NASDAQ:NVDA) at $235.74 screens attractively under $250. President Trump’s China visit and growing signals that potential Fed Chair candidate Kevin Warsh will take a dovish stance toward AI investment reframe the two biggest overhangs on this stock: export controls and rate policy. Nvidia sits at the center of the AI buildout. Data Center revenue ... Buy Nvidia Under $250 on Trump’s China Visit and Warsh’s Dovish AI Signals
Brookfield Corporation (NYSE: BN) reported its first-quarter results earlier this week . The global investment firm posted strong results across all its operations and continued to execute its strategy. As he does each quarter, Brookfield's CEO Bruce Flatt wrote a letter to shareholders. Here are three things investors need to know from that report. Image source: Getty Images. Continue reading
Brookfield Corporation (NYSE: BN) reported its first-quarter results earlier this week . The global investment firm posted strong results across all its operations and continued to execute its strategy. As he does each quarter, Brookfield's CEO Bruce Flatt wrote a letter to shareholders. Here are three things investors need to know from that report. Image source: Getty Images. Continue reading