The iShares Mortgage Real Estate ETF (NYSEARCA:REM) gives income investors exposure to roughly two dozen mortgage REITs in a single ticker, smoothing out the cuts and surprises that routinely hit individual mREITs. With net assets of about $594 million and a 0.48% net expense ratio, REM has rallied 8% in the past month and 19% ... REM’s Mortgage REIT Portfolio Rallies 19% as Fed Easing Lifts Incom...
The iShares Mortgage Real Estate ETF (NYSEARCA:REM) gives income investors exposure to roughly two dozen mortgage REITs in a single ticker, smoothing out the cuts and surprises that routinely hit individual mREITs. With net assets of about $594 million and a 0.48% net expense ratio, REM has rallied 8% in the past month and 19% ... REM’s Mortgage REIT Portfolio Rallies 19% as Fed Easing Lifts Income Safety
Income investors chasing a double-digit yield from Stellus Capital Investment (NYSE:SCM) just absorbed the company’s first dividend cut in 13 years. The monthly payout dropped from $0.1333 to $0.1133 effective January 2026, a 15% reduction. With shares near $10, the trailing yield still screens near 16.6%, which is exactly the kind of headline number that ... Stellus Capital cuts dividend 15% afte...
Income investors chasing a double-digit yield from Stellus Capital Investment (NYSE:SCM) just absorbed the company’s first dividend cut in 13 years. The monthly payout dropped from $0.1333 to $0.1133 effective January 2026, a 15% reduction. With shares near $10, the trailing yield still screens near 16.6%, which is exactly the kind of headline number that ... Stellus Capital cuts dividend 15% after 13-year streak; 16.6% yield masks coverage trouble
Humanoid robots have moved beyond assembly lines. AI-powered machines are being trialed for legal research, financial analysis, and front-line customer service, pushing automation into work historically considered safe from displacement. AI-powered robotics is moving from factory floors into legal research, financial analysis, and customer service. Three exchange-traded funds offer different angle...
Humanoid robots have moved beyond assembly lines. AI-powered machines are being trialed for legal research, financial analysis, and front-line customer service, pushing automation into work historically considered safe from displacement. AI-powered robotics is moving from factory floors into legal research, financial analysis, and customer service. Three exchange-traded funds offer different angles on that shift: the ... ARTY Soared 33% in 2026 While BOTT and ROBO Lag: Which Humanoid Robot ETF t
Martin Puddy/DigitalVision via Getty Images Investment overview I wrote about Meritage Homes Corporation ( MTH ) previously with a hold rating, as there was still no sight of demand recovery. After Q1 2026, I am keeping my rating at hold. MTH is doing some things right, especially on inventory control and the quick-close model, but the bigger issue remains demand. Orders are still down; absorption...
Martin Puddy/DigitalVision via Getty Images Investment overview I wrote about Meritage Homes Corporation ( MTH ) previously with a hold rating, as there was still no sight of demand recovery. After Q1 2026, I am keeping my rating at hold. MTH is doing some things right, especially on inventory control and the quick-close model, but the bigger issue remains demand. Orders are still down; absorption weakened despite more communities, and incentives are still needed to capture demand. 1Q26 earnings MTH’s 1Q26 results were weak. Home closing revenue fell 17% y/y to ~$1.11 billion, as homes closed declined 13% to 2,967 and closing ASP fell 5% to $373,000. Orders were also soft. Home orders declined 5% y/y to 3,664, while home order value fell 10% y/y to $1.4 billion. Order ASP was also down 5% y/y to $382,000. By segment, West closings fell to 686 homes vs. 998 homes last year, and closing value fell to $336 million (vs. $480 million y/y). Orders also fell to 898 homes from 1,093 homes, with order value down to $444 million (vs. $540 million y/y). Central was down as well, though the decline was smaller. Central closings fell to 1,108 homes from 1,187 homes, and closing value fell to $376 million (vs. $413 million y/y). As for orders, Central orders declined to 1,316 homes from 1,365 homes. East was the only region with order unit growth, as orders increased to 1,450 homes from 1,418 homes. However, order value still declined to $499 million (vs. $529 million y/y). East closings also fell to 1,173 homes from 1,231 homes, and closing value declined to $395 million (vs. $450 million y/y). Down the P&L, home closing gross margin fell to 17.5% (vs. 22% last year), mainly due to higher incentive usage, higher lot costs, and lower fixed-cost leverage from lower home closing revenue. All in all, net earnings fell 55% y/y to $55 million, while diluted EPS declined 51% y/y to $0.82. On an adjusted basis, adj. diluted EPS was $0.86, down a ton vs. $1.71 last year. Demand is still ...
Electronics manufacturing services provider Celestica (NYSE: CLS) has been one of the hottest stocks on the market over the past year, soaring an incredible 345% as of this writing. The company offers design, engineering, and manufacturing services to various sectors through two business segments -- connectivity and cloud solutions (CCS) and advanced technology solutions (ATS). And Celestica's CCS...
Electronics manufacturing services provider Celestica (NYSE: CLS) has been one of the hottest stocks on the market over the past year, soaring an incredible 345% as of this writing. The company offers design, engineering, and manufacturing services to various sectors through two business segments -- connectivity and cloud solutions (CCS) and advanced technology solutions (ATS). And Celestica's CCS business is benefiting big-time from the tech sector's heavy investments in artificial intelligence (AI) data center infrastructure . In fact, the CCS business should ensure that Celestica's red-hot stock market run continues. Continue reading
imaginima/E+ via Getty Images A large crude-oil ( CL1:COM ) ( USO ) short position is drawing scrutiny after market analysts on Wednesday flagged unusual trading activity ahead of major diplomatic news. The Kobeissi Letter reported that nearly 10K contracts—worth about $920M in notional value—were placed at 3:40 a.m. ET, roughly 70 minutes before Axios reported the U.S. and Iran were nearing a 14-...
imaginima/E+ via Getty Images A large crude-oil ( CL1:COM ) ( USO ) short position is drawing scrutiny after market analysts on Wednesday flagged unusual trading activity ahead of major diplomatic news. The Kobeissi Letter reported that nearly 10K contracts—worth about $920M in notional value—were placed at 3:40 a.m. ET, roughly 70 minutes before Axios reported the U.S. and Iran were nearing a 14-point memorandum of understanding to end the war. According to Kobeissi, crude fell more than 12% by 7 a.m. ET, leaving the short position with an estimated $125M gain. Oil later reversed sharply after Iran announced the so-called “Persian Gulf Strait Authority,” sending prices up 8%. It remains unclear who was behind the trade. The memorandum is expected to set a detailed plan for comprehensive nuclear talks between the two countries. Still, reports suggested that Iran has yet to respond to the U.S.'s proposals due to unacceptable provisions and excessive demands. U.S. President Trump reportedly said it’s “too soon” to start preparing for peace talks with Iran despite reports suggesting the two nations are nearing a framework agreement to end their 67-day conflict. Kobeissi Letter More on United States Oil Fund LP ETF, Crude Oil Futures The Petroleum Inventory Crash: $200+ Oil Is Coming Soon US-Iran Peace Agreement: Market Implications And Strategic Scenarios U.S. February Oil Production Rebounds U.S.-Iran reportedly near a deal, oil cuts losses Yields slide as U.S.-Iran deal hopes spark an oil selloff and boost equities
Sampo Oyj press release ( SAXPF ): Q1 EPS of -EUR 0.02; operating EPS of EUR 0.13. Insurance revenue of EUR 2,363M (+8% Y/Y). Following the strong first-quarter performance, the outlook for the 2026 underwriting result has been raised to EUR 1,525M - EUR 1,625M from EUR 1,485M - EUR 1,600M. More on Sampo Oyj Sampo Oyj (SAXPY) Q1 2026 Earnings Call Transcript Sampo Oyj 2026 Q1 - Results - Earnings ...
Sampo Oyj press release ( SAXPF ): Q1 EPS of -EUR 0.02; operating EPS of EUR 0.13. Insurance revenue of EUR 2,363M (+8% Y/Y). Following the strong first-quarter performance, the outlook for the 2026 underwriting result has been raised to EUR 1,525M - EUR 1,625M from EUR 1,485M - EUR 1,600M. More on Sampo Oyj Sampo Oyj (SAXPY) Q1 2026 Earnings Call Transcript Sampo Oyj 2026 Q1 - Results - Earnings Call Presentation Sampo Oyj (SAXPY) Shareholder/Analyst Call Prepared Remarks Transcript Historical earnings data for Sampo Oyj Dividend scorecard for Sampo Oyj
Journalists brace for sweeping reforms after years of pro-government control under Viktor Orbán For years they operated as government mouthpieces, using their sprawling reach into homes across Hungary to bolster Viktor Orbán and vilify those he cast as enemies, from the philanthropist George Soros to Ukraine’s Volodymyr Zelenskyy. But on Saturday, as Péter Magyar’s swearing-in officially ends Orbá...
Journalists brace for sweeping reforms after years of pro-government control under Viktor Orbán For years they operated as government mouthpieces, using their sprawling reach into homes across Hungary to bolster Viktor Orbán and vilify those he cast as enemies, from the philanthropist George Soros to Ukraine’s Volodymyr Zelenskyy. But on Saturday, as Péter Magyar’s swearing-in officially ends Orbán’s 16 years in power, the country’s once powerful state media is facing the prospect of going dark. Continue reading...
UniqueMotionGraphics/iStock via Getty Images Overview DPM Metals ( DPM:CA )( DPMLF ) is a Canadian listed and domiciled precious metals mining company, with assets primarily in Eastern Europe. The company is also listed in Australia and there is an otc-listing in the United States. Chelopech is the flagship mine in Bulgaria, where the Ada Tepe mine is also located, but this is the last year of min...
UniqueMotionGraphics/iStock via Getty Images Overview DPM Metals ( DPM:CA )( DPMLF ) is a Canadian listed and domiciled precious metals mining company, with assets primarily in Eastern Europe. The company is also listed in Australia and there is an otc-listing in the United States. Chelopech is the flagship mine in Bulgaria, where the Ada Tepe mine is also located, but this is the last year of mining at Ada Tepe due to depleting reserves. During last year, the Vareš mine in Bosnia & Herzegovina was also added to the portfolio from the acquisition of Adriatic Metals, which closed in Q3 2025 . Later this decade, DPM Metals is expected to have substantial growth from the development project Čoka Rakita in Serbia, where permitting is presently ongoing. Compared to 2025, DPM Metals is expected to see production grow in 2026 and 2027, from the ramp up of the Vareš mine. Figure 1 - Source: DPM Metals Presentation This is a company I have covered a few times over the last year, and my prior articles on the company can be found here . This article will primarily focus on the Q1 2026 result that was released yesterday after the close. DPM Metals is also a core holding in my portfolio. The stock price performance of DPM Metals has been excellent over the last year, up 129% in U.S. dollar terms. The outperformance is partly due to strong metal prices, but also a very impressive operating performance for some time. With that said, we have seen a 26% stock price drawdown from the highs in early March, which is in line with most precious metals mining ETFs, as most precious metals mining stocks have struggled over the last couple of months. Figure 2 - Source: Koyfin Q1 2026 Result DPM Metals has historically reported gold and copper production separately but has this year started to report gold equivalent figures. This makes some of the historical production and costs less comparable. The company reported an adjusted EBITDA of $214M during Q1 2026, which was 7% below the prior qua...
Key PointsCEO Eric Remer sold 19,200 shares for a transaction value of approximately ~$223,000 at a weighted average price of around $11.60 per share April 28 to April 30, 2026.
Key PointsCEO Eric Remer sold 19,200 shares for a transaction value of approximately ~$223,000 at a weighted average price of around $11.60 per share April 28 to April 30, 2026.