PM Images/DigitalVision via Getty Images Co-authored with Beyond Saving The first step of investing is actually investing your money. Often, I find that investors are constantly looking at the news and finding reasons not to invest. When they see a news story, they focus on the negative. They look at what companies might be negatively impacted by an event and look for reasons to sell investments. ...
PM Images/DigitalVision via Getty Images Co-authored with Beyond Saving The first step of investing is actually investing your money. Often, I find that investors are constantly looking at the news and finding reasons not to invest. When they see a news story, they focus on the negative. They look at what companies might be negatively impacted by an event and look for reasons to sell investments. Some have accused us of being permabulls, in the sense that we are constantly looking for places to put our capital to work. We are always buyers in the market, only changing what we are buying today. The reason is simple: O ur goal is to invest our capital into investments that provide cash flow, and then reinvest a portion of that cash flow to increase the size of our holdings and increase the total amount of dividends and interest we are receiving. You can't receive dividends if you sell your shares. The less capital you deploy, the less dividends and interest you will receive. Today, we look at two holdings that are paying us dividends and are trading at attractive prices even as they benefit from current conditions. Pick #1: PIMCO Corporate & Income Opportunity Fund ( PTY ) – Yield 11.6% When others panic, you'll usually find PIMCO buying. That's something that we've seen continue in recent months with headlines like: Pimco Sees Opportunity in Europe's Bonds After Sell-off on War. Source Pacific Investment Management Co. is snapping up European government bonds after a sharp selloff sparked by the Middle East war. The US asset manager has moved from being underweight on the region’s debt before the conflict to overweight now, adding exposure in its global bond funds, according to Andrew Balls, its chief investment officer for global fixed income. He saw a mispricing driven by the sudden unwinding of previously popular trades. When buying European bonds was cool, PIMCO was underweight. When everyone is convinced that the end of the world is coming, PIMCO steps in and st...
NextLadder Ventures, a new fund backed by more than $1 billion in capital, today announced its priority investment areas for building a new market for "Navigation Technology" (NavTech) — tools that provide Americans with personalized solutions to navigate life's challenges and achieve greater economic mobility — and announced its co-founding team, including two new senior hires.
NextLadder Ventures, a new fund backed by more than $1 billion in capital, today announced its priority investment areas for building a new market for "Navigation Technology" (NavTech) — tools that provide Americans with personalized solutions to navigate life's challenges and achieve greater economic mobility — and announced its co-founding team, including two new senior hires.
Vertical Aerospace establishes itself as a vastly undervalued leader in the advanced air mobility market after securing major capital for commercial growth.
Vertical Aerospace establishes itself as a vastly undervalued leader in the advanced air mobility market after securing major capital for commercial growth.
PhonlamaiPhoto/iStock via Getty Images Amprius ( AMPX ) is not a conventional battery story; it is a high-performance lithium-ion supplier developing around silicon anodes, especially for markets like UAVs and defense, where battery performance is the constraint , not cost-optimized solutions. In 2025, the company has already shown a commercial inflection with revenue jumping and gross margins tur...
PhonlamaiPhoto/iStock via Getty Images Amprius ( AMPX ) is not a conventional battery story; it is a high-performance lithium-ion supplier developing around silicon anodes, especially for markets like UAVs and defense, where battery performance is the constraint , not cost-optimized solutions. In 2025, the company has already shown a commercial inflection with revenue jumping and gross margins turning positive. Also, the company seems to be shying away from a gigafactory, favoring contract manufacturing. The product is mission time per kilogram The company develops lithium-ion batteries using a special anode technology in order to obtain a high-energy density and fast charge that fit into aviation application needs. The company claims their silicon anode is a direct replacement for graphite, which can be valuable because it means the industrial base does not need to be replaced. Nevertheless, the most critical aspect is the fact that the needs for UAVs are different from the market needs for EVs. For electric cars the defining metric is total cost of ownership coupled with supply chain scale. For UAVs, the defining feature is energy density because it enables payloads, more endurance, and rapid turnaround. Basically, this means energy is logistics, and a battery becomes a force multiplier if it allows high energy density. SiCore is the engine Amprius has two generations of SiCore products . The older one (SiMaxx) is a nanowire silicon approach that unlocks high performance but has the drawback of being hard to scale. The more recent generation, SiCore, is made of a newer silicon anode material, which is more scalable while retaining most of the energy density. In this context, the newer SiCore family of products is what caught our attention because of its scalable properties. It has the potential to move the needle on revenue and margins. Manufacturing footprint Amprius had a lease on a large facility in Brighton, CO, but it moved to terminate the lease due to its s...
Democrats outpace Republicans in voter enthusiasm for the midterm elections, according to NPR's latest poll. And Trump says "Project Freedom" is paused because of progress toward an Iran agreement. (Image credit: Justin Sullivan)
Democrats outpace Republicans in voter enthusiasm for the midterm elections, according to NPR's latest poll. And Trump says "Project Freedom" is paused because of progress toward an Iran agreement. (Image credit: Justin Sullivan)
Clean Harbors press release ( CLH ): Q1 GAAP EPS of $1.19 beats by $0.05 . Revenue of $1.46B (+2.1% Y/Y) misses by $10M . Delivers Highest Q1 Revenue in Company’s History at $1.46 Billion Generates Q1 Net Income of $63.2 Million, or EPS of $1.19 Achieves 6% Growth in Q1 Adjusted EBITDA to $247.9 Million; Expands Adjusted EBITDA Margin YoY by 60 Basis Points Raises 2026 Guidance for Adjusted EBITDA...
Clean Harbors press release ( CLH ): Q1 GAAP EPS of $1.19 beats by $0.05 . Revenue of $1.46B (+2.1% Y/Y) misses by $10M . Delivers Highest Q1 Revenue in Company’s History at $1.46 Billion Generates Q1 Net Income of $63.2 Million, or EPS of $1.19 Achieves 6% Growth in Q1 Adjusted EBITDA to $247.9 Million; Expands Adjusted EBITDA Margin YoY by 60 Basis Points Raises 2026 Guidance for Adjusted EBITDA and Adjusted Free Cash Flow More on Clean Harbors Clean Harbors: Tailwinds, Headwinds, And Profitability Clean Harbors Isn't A Clean Enough Prospect To Justify An Upgrade Clean Harbors, Inc. (CLH) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript Clean Harbors Q1 2026 Earnings Preview Clean Harbors upgraded at Citi on chemicals tailwinds, valuation upside
Medline Inc. press release ( MDLN ): Q1 Non-GAAP EPS of $0.33 beats by $0.04 . Revenue of $7.35B (+14.1% Y/Y) beats by $190M . Raising full year 2026 Organic Sales guidance range to 8.5% to 9.5% Shares +3% PM. More on Medline Inc. Medline: A Lack Of Compelling Risk-Reward Makes Me Cautious Medline Inc. (MDLN) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Medline Inc. (MD...
Medline Inc. press release ( MDLN ): Q1 Non-GAAP EPS of $0.33 beats by $0.04 . Revenue of $7.35B (+14.1% Y/Y) beats by $190M . Raising full year 2026 Organic Sales guidance range to 8.5% to 9.5% Shares +3% PM. More on Medline Inc. Medline: A Lack Of Compelling Risk-Reward Makes Me Cautious Medline Inc. (MDLN) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Medline Inc. (MDLN) Q4 2025 Earnings Call Transcript Goldman Sachs cuts IPO forecast; biggest IPOs since 2025 ranked by market cap Medline gets FDA warning over faulty heart syringes
Loblaw Companies press release ( LBLCF ): Q1 Non-GAAP EPS of $0.52. Revenue of $14.84B (+5.0% Y/Y) beats by $4.11B . More on Loblaw Companies Loblaw: Clouds On The Horizon, But It Will Ride Out The Storm Loblaw Companies Limited 2025 Q4 - Results - Earnings Call Presentation Loblaw Companies Limited (L:CA) Q4 2025 Earnings Call Transcript Loblaw to invest $2.4 billion in 2026, open 70 new stores H...
Loblaw Companies press release ( LBLCF ): Q1 Non-GAAP EPS of $0.52. Revenue of $14.84B (+5.0% Y/Y) beats by $4.11B . More on Loblaw Companies Loblaw: Clouds On The Horizon, But It Will Ride Out The Storm Loblaw Companies Limited 2025 Q4 - Results - Earnings Call Presentation Loblaw Companies Limited (L:CA) Q4 2025 Earnings Call Transcript Loblaw to invest $2.4 billion in 2026, open 70 new stores Historical earnings data for Loblaw Companies