"We have consistently said that we'll take the necessary steps to prevent future strikes which, as we've set out over the course of the week, is allowing the US to take out those missiles at source whilst we are defending the skies."
"We have consistently said that we'll take the necessary steps to prevent future strikes which, as we've set out over the course of the week, is allowing the US to take out those missiles at source whilst we are defending the skies."
Image source: The Motley Fool. Friday, Mar. 6, 2026, at 11 a.m. ET Call participants President and Chief Executive Officer — Tyler Parkinson Chief Financial Officer — Kyle Kettler Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Production growth -- Average daily production rose 27% year over year to 35,100 barrels of oil equivalent per day in the fourth quarter. -- Avera...
Image source: The Motley Fool. Friday, Mar. 6, 2026, at 11 a.m. ET Call participants President and Chief Executive Officer — Tyler Parkinson Chief Financial Officer — Kyle Kettler Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Production growth -- Average daily production rose 27% year over year to 35,100 barrels of oil equivalent per day in the fourth quarter. -- Average daily production rose 27% year over year to 35,100 barrels of oil equivalent per day in the fourth quarter. Full-year production -- Annual average production reached 31,984 barrels of oil equivalent per day, climbing 28% year over year. -- Annual average production reached 31,984 barrels of oil equivalent per day, climbing 28% year over year. Revenue -- Fourth quarter oil and natural gas sales totaled $105.5 million, described as flat compared to the comparable period, attributed to weaker commodity pricing despite higher volumes. -- Fourth quarter oil and natural gas sales totaled $105.5 million, described as flat compared to the comparable period, attributed to weaker commodity pricing despite higher volumes. Adjusted EBITDAX -- Fourth quarter adjusted EBITDAX was $69.5 million; full year was $315 million. -- Fourth quarter adjusted EBITDAX was $69.5 million; full year was $315 million. Operating cash flow -- Fourth quarter operating cash flow was $64.5 million; full year totaled $296.4 million. -- Fourth quarter operating cash flow was $64.5 million; full year totaled $296.4 million. Realized prices -- Fourth quarter average realized oil price was $55.49 per barrel compared with $65.53 per barrel in the same period last year; natural gas price was $1.81 per Mcf, or 48% of Henry Hub. -- Fourth quarter average realized oil price was $55.49 per barrel compared with $65.53 per barrel in the same period last year; natural gas price was $1.81 per Mcf, or 48% of Henry Hub. Permian pricing impact -- Kyle Kettler said, "These weak realizations, particularly in the Permian Basi...
Entravision Communications Corporation ( EVC ) declares $0.05/share quarterly dividend , in line with previous. Forward yield 6.02% Payable March 31; for shareholders of record March 17; ex-div March 17. See EVC Dividend Scorecard, Yield Chart, & Dividend Growth. More on Entravision Communications Corporation Entravision Communications Corporation (EVC) Q4 2025 Earnings Call Transcript Entravision...
Entravision Communications Corporation ( EVC ) declares $0.05/share quarterly dividend , in line with previous. Forward yield 6.02% Payable March 31; for shareholders of record March 17; ex-div March 17. See EVC Dividend Scorecard, Yield Chart, & Dividend Growth. More on Entravision Communications Corporation Entravision Communications Corporation (EVC) Q4 2025 Earnings Call Transcript Entravision: ATS Taking Up The Mantle From Struggling Media Segment Entravision signals strong political ad revenue potential in 2026 amid expanding digital and ATS investments Seeking Alpha’s Quant Rating on Entravision Communications Corporation Dividend scorecard for Entravision Communications Corporation
After three years, a series of failed bids stretching from the US to Abu Dhabi, internal rebellions and even changes in the law, it should be no surprise that the tortured sale of the Telegraph has delivered another spectacular twist with a blockbuster offer from the media giant Axel Springer. It has torpedoed the long-held dreams of the Daily Mail proprietor, Lord Rothermere, to secure the Daily ...
After three years, a series of failed bids stretching from the US to Abu Dhabi, internal rebellions and even changes in the law, it should be no surprise that the tortured sale of the Telegraph has delivered another spectacular twist with a blockbuster offer from the media giant Axel Springer. It has torpedoed the long-held dreams of the Daily Mail proprietor, Lord Rothermere, to secure the Daily Telegraph and Sunday Telegraph and begin the next chapter of his family’s love affair with the British press. It will also see the newspaper, often referred to as “the Torygraph” because of its influence within the British Conservative party, end up in the hands of a German publishing powerhouse. View image in fullscreen Lord Rothermere. Photograph: Finnbarr Webster/PA Media Rothermere had made no secret of his desperation to purchase the Telegraph and had worked with banks to raise the cash. However, his bid posed questions about media plurality and the concentration of ownership. Those concerns, shared by the culture secretary, Lisa Nandy, led to his proposed deal being handed to regulators for months of scrutiny. On top of that, many industry sources remained baffled by how someone even with Rothermere’s personal wealth could raise the £500m bid demanded by RedBird IMI, the UAE-backed vehicle forced to sell the titles after a change in the law around the state ownership of newspapers. Axel Springer’s offer raises fewer questions, but will also face government approval before being confirmed. Its mammoth £575m bid is an all-cash offer. The media giant, which already owns Politico, Business Insider and the German mass-market newspaper Bild, does not own other major UK-centred media assets. One of the remaining mysteries is why it has taken Axel Springer so long to make its knockout bid. Its cash offer could have ended the saga far earlier. Its interest in the titles only emerged very recently, when it was linked to a consortium led by Dovid Efune, the British owner of the ...
You do what you can to save for retirement, but sometimes it's not easy to find extra cash in your budget. Fortunately, your savings are likely not your sole source of retirement income. You'll likely be eligible for Social Security, too, which makes it important to understand how to optimize your benefits. Monthly checks of up to $5,251 are up for grabs this year, but to pull in the maximum benef...
You do what you can to save for retirement, but sometimes it's not easy to find extra cash in your budget. Fortunately, your savings are likely not your sole source of retirement income. You'll likely be eligible for Social Security, too, which makes it important to understand how to optimize your benefits. Monthly checks of up to $5,251 are up for grabs this year, but to pull in the maximum benefit, you need a pretty high income. However, you don't need to be part of the 1% to make a meaningful difference to your Social Security checks. Only the wealthiest seniors claim the maximum Social Security benefits Social Security's $5,251 monthly checks in 2026 are reserved for the wealthiest seniors -- specifically, those who paid the maximum amount in Social Security payroll taxes over their 35 highest-earning years. This is a bit of a moving target as the government changes how much income it assesses this tax on annually. In 2026, you'd have to earn $184,500 or more. This limit was lower in past years, but it still represented a significant challenge that most never pull off. But that doesn't mean you have to settle for whatever Social Security benefit the government decides to give you. How to maximize your Social Security benefit As mentioned above, anything you can do to increase your income today will help your Social Security benefit in retirement, at least until you hit the $184,500 threshold. So if you have an opportunity to take a better-paying job or start a side hustle, that might be worth considering. Sometimes, you can also increase your benefit just by working longer. The Social Security Administration looks at your 35 highest-earning years. If you work more than 35 years and are earning more now than you did in the early days of your career, your lower-earning years will start to drop out of your benefit calculation. The result is larger checks. You can also maximize your Social Security benefit by choosing your claiming age carefully. You become eligible...
tum3123/iStock via Getty Images EM bonds outperformed in 2025 and the case of allocating continues to be supported by a weaker US dollar and stronger EM fundamentals in 2026. In 2025, emerging markets faced headwinds from the Trump administration’s tariff policies, which expected to weigh on EM economies, as well as consumer and corporate weakness in China that was feared would spill over across A...
tum3123/iStock via Getty Images EM bonds outperformed in 2025 and the case of allocating continues to be supported by a weaker US dollar and stronger EM fundamentals in 2026. In 2025, emerging markets faced headwinds from the Trump administration’s tariff policies, which expected to weigh on EM economies, as well as consumer and corporate weakness in China that was feared would spill over across Asia. Instead, emerging markets thrived, challenging outdated perceptions of political and economic instability. As shown in Table 1, emerging markets bonds outperformed global developed markets bonds by 8.71% in 2025 and US bonds by 9.64%. Table 1: EM Bonds Outperformed Global and US Bonds in 2025 Asset Class 2025 Return Emerging Market Bonds 16.79 Global Bonds 8.08 US Bonds 7.15 Click to enlarge Source: VanEck. Emerging market bonds are represented by the 50% J.P. Morgan Emerging Market Bond Index Global Diversified and 50% J.P. Morgan Government Bond-Emerging Market Index Global Diversified. Global Bonds is represented by the ICE BofA Global Broad Market Index. US Bonds is represented by the ICE BofA US Broad Market Index. Past performance is no guarantee of future results. Index performance is not representative of fund performance. It is not possible to invest directly in an index. Many investors missed this opportunity, but it’s not too late. Why Emerging Markets Bonds Were Ignored, and Why That’s Changing in 2026 The fundamental case for investing in emerging markets bonds has been building for some time, but investors have shown little interest in the asset class over the past several years. Many investors view emerging markets bonds as risky. However, we believe that is changing, emerging markets bonds are now entering a favorable phase. Despite heightened geopolitical noise and renewed trade tensions, emerging markets bonds rallied in 2025. Exhibit 1: Emerging Markets Bonds Rallied in 2025 Source: Morningstar as of 31/12/2024 to 31/12/2025. Global Broad Market is r...
Aecon Group Inc. ( ARE:CA ) declares CAD 0.1925/share quarterly dividend , 1.3% increase from prior dividend of CAD 0.1900. Payable April 2; for shareholders of record March 23; ex-div March 23. See ARE:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Aecon Group Inc. Aecon Group Inc. 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Aecon Group Inc. Hist...
Aecon Group Inc. ( ARE:CA ) declares CAD 0.1925/share quarterly dividend , 1.3% increase from prior dividend of CAD 0.1900. Payable April 2; for shareholders of record March 23; ex-div March 23. See ARE:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Aecon Group Inc. Aecon Group Inc. 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Aecon Group Inc. Historical earnings data for Aecon Group Inc. Dividend scorecard for Aecon Group Inc. Financial information for Aecon Group Inc.
Wayleebird/iStock Editorial via Getty Images The cruise sector is in the midst of a multi-day losing streak as the recent spike in fuel prices threatens the industry’s bottom line. Similar to the airline industry, fuel is one of the cruise industry’s largest—and most volatile—expenses. According to industry statistics, a single ship can consume as much as 250 tons of fuel daily at a cost of more t...
Wayleebird/iStock Editorial via Getty Images The cruise sector is in the midst of a multi-day losing streak as the recent spike in fuel prices threatens the industry’s bottom line. Similar to the airline industry, fuel is one of the cruise industry’s largest—and most volatile—expenses. According to industry statistics, a single ship can consume as much as 250 tons of fuel daily at a cost of more than $100K per day. To illustrate the exposure the industry has to fuel costs, for the fourth quarter, Royal Caribbean ( RCL ) consumed 439K metric tons of fuel at a cost of $667 per metric ton (net of hedging). For all of 2026, the company anticipates it will use 1.76M metric tons of fuel at a cost of $1.173B. This, however, is before the recent 30% spike in fuel prices over the past week. Under prior conditions, Royal Caribbean forecasted 60% of fuel was hedged via swaps at $474 per metric ton. The remaining 40%, however, remains vulnerable to market fluctuations (either up or down). Using 2026 forecasts, if the price of fuel remains high, 704K metric tons of fuel could be subject to a ~30% price increase (~$867 per metric ton) at a cost that could exceed $600M. Of course, fuel prices will most likely moderate and could go below $474/metric ton. But the knee-jerk reaction to the spike in oil is having a meaningful impact on the current share price of the major cruise operators. Accordingly, shares remain underwater, with Norwegian Cruise Lines ( NCLH ) sustaining the heaviest losses, down more than 23% as a result of a 6-day losing streak. More on Carnival Carnival Corporation: A Low-Risk, Dividend-Yielding 'Buy' For Income Investors Carnival: Cautiously Optimistic About This Dip (Rating Upgrade) Carnival: Strong Sailings Offset Higher Expected Fuel Costs Corvex Management exits CCL, DLTR, raises stakes in VSTS, DIS, ORCL among Q4 moves Cruise line stocks rally amid strong Wave Season data
Douglas Rissing/iStock via Getty Images International Stocks Outperforming U.S. Equities As geopolitical tensions present investors with a challenging environment , diversification across sectors and assets can help stabilize portfolios for the long run, in addition to broader geographic exposure. International stocks offer a solid opportunity to spread risk as U.S. stocks underperform while tradi...
Douglas Rissing/iStock via Getty Images International Stocks Outperforming U.S. Equities As geopolitical tensions present investors with a challenging environment , diversification across sectors and assets can help stabilize portfolios for the long run, in addition to broader geographic exposure. International stocks offer a solid opportunity to spread risk as U.S. stocks underperform while trading at historically elevated valuations. Bloomberg Around 30 country ETFs have outperformed the S&P 500 in the past year across multiple regions, signaling broad geographic participation, with gains powered by key structural tailwinds and sector trends. Metals, energy, and mining stocks have driven strong performance in Latin America and South Africa, while tech, industrial, and financial stocks have supported gains in Asia and Europe. Seeking Alpha Heightened geopolitical tensions in the Middle East have added volatility to global commodity markets, particularly for metals and energy stocks. Prices for these resources can move sharply in response to supply disruptions, shifting expectations around global growth, and changes in investor sentiment. This is why it's important that investors interested in gaining exposure to these markets ensure stocks have solid underlying fundamentals. How I Chose Top Global Stocks Using the Seeking Alpha Stock Screener , I filtered for Strong Buy stocks outside the United States but focused on geographic diversity, pulling together a basket of five companies with operations spanning Latin America, Asia, Europe, Africa, and Canada. The basket includes stocks in the metal mining and energy sectors, which have experienced significant volatility. Investors should assess their risk tolerance, as these types of investments are not for everyone - share prices can swing dramatically based on factors beyond each company’s control. Seeking Alpha Quant Ratings are generated by a proprietary model that analyzes more than 100 metrics for each stock relat...
Getty Images The Marvell Investment Thesis With its focus on interconnect and custom compute, Marvell Technology, Inc. ( MRVL ) has covered two of the most promising business areas of the present day. But the ongoing speculation regarding the XPU area leads to Marvell continuing to have a compressed multiple. Data by YCharts So I still see multiple expansion potential to 35x, as well as margin exp...
Getty Images The Marvell Investment Thesis With its focus on interconnect and custom compute, Marvell Technology, Inc. ( MRVL ) has covered two of the most promising business areas of the present day. But the ongoing speculation regarding the XPU area leads to Marvell continuing to have a compressed multiple. Data by YCharts So I still see multiple expansion potential to 35x, as well as margin expansion potential. All in all, I am even more convinced than before that Marvell is undervalued after the FY26 results. What Was My Previous MRVL Coverage Like? I wrote my first article when the shares were trading at $67. Back then, I saw strong multiple expansion potential, as Marvell was very cheap compared to its peers. In my opinion, a 24x forward P/E multiple for a company that increased its revenues by more than 40% was simply too low. I also considered it relatively likely that Marvell could catch up with the competition in terms of margins. In my second article , I emphasized that I believe Marvell will help reduce the dependence of many companies on Broadcom ( AVGO ). I mean, Broadcom is still the heavyweight in the industry, with enormous pricing power. But if there is long-term competition, that will, of course, benefit the customers. In my third article , I took a closer look at Marvell's acquisitions of XConn and Celestial. I believe that these two acquisitions are game changers. XConn will help to cover the entire CXL supply chain, and Celestial's optical interconnects will be important for large XPU clusters. And now that the FY26 results are in, I want to see if my view of Marvell has changed or if I still consider Marvell to be attractively valued. MRVL's FY26 Results Marvell Technology Investor Presentation From a business standpoint, Marvell has had a fantastic year. Revenues increased by 42% to $8.19 billion, and $2.24 billion was returned to shareholders. Although most of it was used to offset the dilutive effect of the stock-based compensation, or SBC....
US airlines face an “existential threat” from a surge in jet fuel that may drive their costs dramatically higher, according to Deutsche Bank. Jet fuel prices in the US have surged during the war in the Middle East — more than doubling on a year-to-date basis while crude oil advanced by about 50% in the same period. The last time that kind of widening in the so-called crack spread, the difference b...
US airlines face an “existential threat” from a surge in jet fuel that may drive their costs dramatically higher, according to Deutsche Bank. Jet fuel prices in the US have surged during the war in the Middle East — more than doubling on a year-to-date basis while crude oil advanced by about 50% in the same period. The last time that kind of widening in the so-called crack spread, the difference between underlying oil prices and jet fuel prices, happened was in 2005, the firm wrote in a Friday note to clients, adding that back then “the damage to the airline industry was significant and widespread,” with carriers Delta Air Lines and Northwest Airlines filing for bankruptcy. Read More: Airlines, Shippers Panic Shop for Fuel Hedges as Prices Rip (1) “Some of the industry’s financially weakest carriers could halt operations,” analyst Michael Linenberg wrote. “Absent near-term relief, airlines around the world could be forced to ground thousands of aircraft.” Airline stocks extended a slide on Friday alongside other travel and logistics companies. A gauge of the group is down 19% across six trading sessions, heading for its worst stretch since April. Deutsche Bank is the latest firm to sound the alarm about the impact that the escalating conflict in Iran will have on airlines. Read More: US Airlines Brace for Second Year of Turmoil as Fuel Costs Surge American Airlines Group Inc. saw its stock downgraded this week at Rothschild & Co. Redburn, which now expects the carrier to lose money this year as it pays more for fuel.
Earnings Call Insights: BCP Investment Corporation (BCIC) Q4 2025 Management View Edward Goldthorpe, Chairman, CEO & President, highlighted a "transformational year" for BCIC, marked by the completed merger with Logan Ridge in July and a subsequent rebranding in August. Goldthorpe stated that these moves "meaningfully strengthened our platform, expanded our scale and broadened our portfolio divers...
Earnings Call Insights: BCP Investment Corporation (BCIC) Q4 2025 Management View Edward Goldthorpe, Chairman, CEO & President, highlighted a "transformational year" for BCIC, marked by the completed merger with Logan Ridge in July and a subsequent rebranding in August. Goldthorpe stated that these moves "meaningfully strengthened our platform, expanded our scale and broadened our portfolio diversification." The company executed a tender offer in December, purchasing approximately 558,000 shares at an aggregate cost of $7.6 million, which management reported was "accretive to NAV by $0.18 a share." In a strategic move, BCIC announced a change in its dividend payment schedule from quarterly to monthly, starting April 2026. Goldthorpe shared, "The Board approved a regular monthly base distribution of $0.09 per share for each of the months of April, May and June 2026." The Board authorized a renewed stock purchase program of up to $10 million for about a one-year period. Goldthorpe addressed market risk related to software exposure, noting, "software representing approximately 12.5% of the portfolio's fair market value," and emphasized proactive evaluation of AI-related risks. Patrick Schafer, Chief Investment Officer, noted, "Originations for the fourth quarter were $9.6 million and repayments of sales were $40.4 million, resulting in net repayments in sales of approximately $30.8 million." Brandon Satoren, Chief Financial Officer, stated, "For the quarter ended December 31, 2025, the company generated $17.5 million in investment income." Outlook Goldthorpe indicated that the company anticipates "2026 will bring increased activity in the M&A market and expect to capitalize on opportunities in our portfolio." Satoren stated, "next quarter, we would expect that [dividend income] to return to more normalized historical levels," following a nonrecurring decrease in joint venture distributions. Management reaffirmed commitment to disciplined capital allocation, with Goldth...