As February begins, U.S. stock indexes have surged, with the Dow Jones Industrial Average gaining 515 points and the S&P 500 nearing a record high. In this buoyant market environment, investors often look towards growth companies with strong insider ownership as these firms can offer potential stability and alignment of interests between management and shareholders.
As February begins, U.S. stock indexes have surged, with the Dow Jones Industrial Average gaining 515 points and the S&P 500 nearing a record high. In this buoyant market environment, investors often look towards growth companies with strong insider ownership as these firms can offer potential stability and alignment of interests between management and shareholders.
Hungarian bonds extended gains after the latest US pledge of financial support for Prime Minister Viktor Orban , raising new questions about the sustainability of the rally, according to asset manager Aviva Investors. The yield on benchmark 10-year government bonds fell to 6.46% on Tuesday, the lowest level since late 2024. Meanwhile, the sovereign’s dollar bonds were among the best performers acr...
Hungarian bonds extended gains after the latest US pledge of financial support for Prime Minister Viktor Orban , raising new questions about the sustainability of the rally, according to asset manager Aviva Investors. The yield on benchmark 10-year government bonds fell to 6.46% on Tuesday, the lowest level since late 2024. Meanwhile, the sovereign’s dollar bonds were among the best performers across emerging markets. Hungarian assets are rallying ahead of an April election as a victory by the opposition Tisza Party is seen helping unlock billions in European Union funding. If Orban pulls through, markets can instead benefit from potential financial assistance by the US — a subject last broached by Secretary of State Marco Rubio during his visit to Budapest on Monday. While this backdrop has created a “win-win” scenario for Hungary, investors shouldn’t take this wager too far, especially as the election outcome is uncertain and a post-ballot political stalemate can’t be ruled out, said Nafez Zouk , an emerging-market debt analyst at Aviva. “The more FX and bonds rally, the more we have to give weight to the stalemate scenario, which market I think right now is not considering,” Zouk told Bloomberg News. “The more it rallies, the less favorable the risk/reward seems given that the odds are still even.” The forint is up 1.7% so far in 2026 against the euro, easily beating regional peers the Polish zloty and the Czech koruna. That’s on top of a 7% forint appreciation last year, when the election bets started building. Read: Hungary Trade Takes Off as Polls Point to Orban’s Election Loss The yield on 10-year notes dropped 11 basis points over the last two days after Rubio’s promise. Since a December peak, it has declined more than 70 basis points, also helped by an improving inflation outlook. Viktor Szabo , an investment director at Aberdeen Investments, said however, that talk about a financial lifeline for Hungary shouldn’t be taken at face value by investors, given ...
Andrii Dodonov/iStock via Getty Images Investment Process We seek to invest in companies that are undervalued, in solid financial condition and have attractive business economics. We believe that companies with these characteristics are less likely to experience eroding values over the long term. Attractive Valuation We value a business using what we believe are reasonable expectations for the lon...
Andrii Dodonov/iStock via Getty Images Investment Process We seek to invest in companies that are undervalued, in solid financial condition and have attractive business economics. We believe that companies with these characteristics are less likely to experience eroding values over the long term. Attractive Valuation We value a business using what we believe are reasonable expectations for the long-term earnings power and capitalization rates of that business. This results in a range of values for the company that we believe would be reasonable. We generally will purchase a security if the stock price falls below or toward the lower end of that range. Sound Financial Condition We prefer companies with an acceptable level of debt and positive cash flow. At a minimum, we seek to avoid companies that have so much debt that management may be unable to make decisions that would be in the best interest of the companies’ shareholders. Attractive Business Economics We favor cash-producing businesses that we believe are capable of earning acceptable returns on capital over the company's business cycle. Team Overview Everyone on the team functions as a generalist with respect to investment research and the entire team works together on considering potential investments. Portfolio Management Thomas A. Reynolds IV Portfolio Manager Daniel L. Kane, CFA Portfolio Manager Craig Inman, CFA Portfolio Manager Investment Results (%) Average Annual Total Returns Average Annual Total Returns Average Annual Total Returns Average Annual Total Returns Average Annual Total Returns As of 31 December 2025 QTD YTD 1Yr 3Yr 5Yr 10 Yr Inception Investor Class: APFWX 2.21 10.03 10.03 10.19 5.36 Advisor Class: APDWX 2.23 10.14 10.14 10.31 5.46 Institutional Class: APHWX 2.24 10.28 10.28 10.38 5.52 S&P 500® Index 2.66 17.88 17.88 23.01 14.06 Dow Jones US Select Dividend Index 0.56 12.12 12.12 9.91 7.99 Click to enlarge Source: Artisan Partners/S&P/S&P DJI. Returns for periods less than one year are ...
With the price of Bitcoin down 48% over the past four months, it's perhaps no surprise that speculative altcoins are being hit hard as well. Solana (CRYPTO: SOL) , for example, is down 37% for the year, and now trades for just $78. That's a 73% discount from its all-time high of $294 from just 12 months ago. The good news is that Solana could turn things around faster than anyone expects. Market s...
With the price of Bitcoin down 48% over the past four months, it's perhaps no surprise that speculative altcoins are being hit hard as well. Solana (CRYPTO: SOL) , for example, is down 37% for the year, and now trades for just $78. That's a 73% discount from its all-time high of $294 from just 12 months ago. The good news is that Solana could turn things around faster than anyone expects. Market sentiment on the crypto is simply too bearish, and this is one digital coin that could triple in value this year. Let's start with the bear-case scenario for Solana. It assumes that Bitcoin will continue to drift lower, dragging the entire crypto market with it. This has been the historical pattern, and there's no reason to think that it can rally if this happens. As Bitcoin goes, so goes the crypto market. Continue reading
After years of trailing the market, the energy sector is surging in 2026. A flight to safety and a nuclear revival, led by Cameco, have fueled the rally.
After years of trailing the market, the energy sector is surging in 2026. A flight to safety and a nuclear revival, led by Cameco, have fueled the rally.
Trilogy Metals press release ( TMQ ): FY GAAP EPS of -$0.26 misses by $0.20 . More on Trilogy Metals Inc. Trilogy Metals: Solid Macro Tailwinds But Wait For Execution Seeking Alpha’s Quant Rating on Trilogy Metals Inc. Historical earnings data for Trilogy Metals Inc. Financial information for Trilogy Metals Inc.
Trilogy Metals press release ( TMQ ): FY GAAP EPS of -$0.26 misses by $0.20 . More on Trilogy Metals Inc. Trilogy Metals: Solid Macro Tailwinds But Wait For Execution Seeking Alpha’s Quant Rating on Trilogy Metals Inc. Historical earnings data for Trilogy Metals Inc. Financial information for Trilogy Metals Inc.
TPG Mortgage Investment Trust press release ( MITT ): Q4 Non-GAAP EPS of $0.25 beats by $0.01 . Quarterly economic return on equity of 2.4% $0.23 dividend per common share declared in the fourth quarter 2025, representing a 9.5% increase over the third quarter 2025 dividend of $0.21 per common share. $10.48 Book Value per share as of December 31, 2025. Note: The revised post corrects the company n...
TPG Mortgage Investment Trust press release ( MITT ): Q4 Non-GAAP EPS of $0.25 beats by $0.01 . Quarterly economic return on equity of 2.4% $0.23 dividend per common share declared in the fourth quarter 2025, representing a 9.5% increase over the third quarter 2025 dividend of $0.21 per common share. $10.48 Book Value per share as of December 31, 2025. Note: The revised post corrects the company name. More on TPG Mortgage Investment Trust TPG Mortgage Investment Trust: Coverage Of The Higher Dividend Should Improve In 2026 AG Mortgage Investment Trust Q4 2025 Earnings Preview AG Mortgage Investment Trust raises quarterly dividend by 9.5% to $0.23/share Seeking Alpha’s Quant Rating on AG Mortgage Investment Trust Historical earnings data for AG Mortgage Investment Trust
In this article GOOGL META Follow your favorite stocks CREATE FREE ACCOUNT Indian IT Minister Ashwini Vaishnaw takes questions from reporters at the AI Impact Summit on Feb. 17, 2026. Arjun Kharpal | CNBC NEW DELHI — India is discussing age-based restrictions with social media companies, Information Technology Minister Ashwini Vaishnaw said on Tuesday. "This is something which has now been accepte...
In this article GOOGL META Follow your favorite stocks CREATE FREE ACCOUNT Indian IT Minister Ashwini Vaishnaw takes questions from reporters at the AI Impact Summit on Feb. 17, 2026. Arjun Kharpal | CNBC NEW DELHI — India is discussing age-based restrictions with social media companies, Information Technology Minister Ashwini Vaishnaw said on Tuesday. "This is something which has now been accepted by many countries, that age-based [restrictions] … has to be there," Vaishnaw said during a press conference at the AI Impact Summit in New Delhi. "Right now we are in conversation regarding deepfakes, regarding age-based restrictions, with the various social media platforms," Vaishnaw said, adding that the government is looking into "the right way" to enact regulation. The minister did not name any specific platforms or companies that the Indian government is talking to. Any crackdown in India, a country of over 1.4 billion people, could have a major impact on companies from Meta to Google , which have hundreds of millions of users in the nation. While India has not yet decided on such a move, the comments are among the first publicly from a top official in government. India now joins a growing chorus of governments that are debating whether to restrict children from certain platforms, following Australia's move in December to ban users under the age of 16 from accessing major social media platforms. Read more Who will be next to implement an Australia-style under-16s social media ban? Spain becomes first country in Europe to ban social media for under-16s Australia banned social media for under 16s a month ago — here’s how it’s going Australia became the world's first country to enact such a rule, with other countries now looking to follow suit. Denmark late last year approved a new rule to block under-15s from social media platforms, while Spain this month said it would ban under-16s from social media . Meta's Facebook, WhatsApp and Instagram platforms are estimated to...
March S&P 500 E-Mini futures (ESH26) are down -0.40%, and March Nasdaq 100 E-Mini futures (NQH26) are down -0.85% this morning, pointing to a lower open on Wall Street after the long weekend as concerns around AI continue to weigh on sentiment.
March S&P 500 E-Mini futures (ESH26) are down -0.40%, and March Nasdaq 100 E-Mini futures (NQH26) are down -0.85% this morning, pointing to a lower open on Wall Street after the long weekend as concerns around AI continue to weigh on sentiment.
Robert Way/iStock Editorial via Getty Images The European coffee store market faces a new challenge from the rapid expansion plans of Chinese chain Cotti Coffee. In general, the Beijing-based company is importing its China playbook of small pickup-oriented stores, app-centric ordering, and aggressive discounting, underpinned by a global network of more than 14K outlets in 28 countries. The low-pri...
Robert Way/iStock Editorial via Getty Images The European coffee store market faces a new challenge from the rapid expansion plans of Chinese chain Cotti Coffee. In general, the Beijing-based company is importing its China playbook of small pickup-oriented stores, app-centric ordering, and aggressive discounting, underpinned by a global network of more than 14K outlets in 28 countries. The low-price, convenience-led positioning pressures mass-market operators that compete on value and throughput. Notably, Cotti Coffee aims to establish a deeply discounted, digital-first coffee model across major Western European cities and the UK to position itself as a value challenger to established chains such as Starbucks, Coca-Cola's ( KO ) Costa Coffee, McDonald's ( MCD ) McCafe, JAB Holdings' Pret A Manger, Caffè Nero, JAB Holdings' Espresso House, Tchibo, and Greggs ( GGGSF ) ( GGGSY ). Independent specialty cafés and high-end roasters could also be at risk if the concept expands. Cotti Coffee's entry into continental Europe began in 2025, with early locations in Paris, Cologne, Düsseldorf, Hamburg, Barcelona, and Madrid, and continued with a UK debut in early 2026 via two London stores that serve as a beachhead for broader regional growth. The brand has planned openings for Brussels, Antwerp, Ghent, and Namur and is also targeting Italy, Portugal, and the Netherlands, focusing on high-traffic capitals and economic hubs. Cotti Coffee was founded in 2022 by former Luckin Coffee ( LKNCY ) executives, with a model centered on low prices, compact formats, and app-led ordering and promotions. The first Cotti store opened in Fuzhou in October 2022, and the brand pursued an aggressive, low-price, franchise-led expansion strategy. Within its first year, it had rapidly scaled to several thousand outlets in China, and by 2023–2024 it exceeded 6,000 stores and began overseas expansion. By 2025 it had surpassed 10K locations and introduced a "Cotti Coffee Convenience Store" format, whic...
Demand surged at South Africa’s weekly government bond auction as investor optimism grew ahead of next week’s budget. Primary dealers placed orders for 14.2 billion rand ($883 million) of debt, almost five times the 3 billion rand of securities offered on Tuesday, according to central bank data. That compares with a bid-to-cover ratio of 3.9 at last week’s sale. Long-dated bonds attracted the stro...
Demand surged at South Africa’s weekly government bond auction as investor optimism grew ahead of next week’s budget. Primary dealers placed orders for 14.2 billion rand ($883 million) of debt, almost five times the 3 billion rand of securities offered on Tuesday, according to central bank data. That compares with a bid-to-cover ratio of 3.9 at last week’s sale. Long-dated bonds attracted the strongest demand, signaling confidence the government will rein in the budget deficit, leading to a reduction in debt issuance. Securities due 2044 drew orders of 5.46 billion rand, or 5.5 times the amount on sale. The demand “shows real depth, not just tactical buying,” said Kristof Kruger , a senior fixed-income trader at Prescient Securities. “It reflects improved sentiment toward South Africa’s fiscal trajectory. When investors believe inflation is anchored and fiscal risk is contained, they are willing to extend duration.” Finance Minister Enoch Godongwana will give details of the country’s fiscal path when he presents his budget to lawmakers on Feb. 25, with soaring commodity prices likely providing a windfall in the form of higher-than-targeted tax revenue. “It should be quite a market-friendly budget,” said Michelle Wohlberg , a fixed-income analyst at Rand Merchant Bank in Johannesburg. “We could even see a potential cut in issuance if the commodity windfalls provide enough room.” Godongwana will also provide an update on measures to boost growth and attract investment, though the key for investors is whether the government is delivering on its pledge to reform the economy, said Kruger. “Today’s auction suggests investors are not positioning for crisis. They are treating South Africa as investable,” he said. “Strong demand at the long end is a vote of confidence, but it is conditional on execution.” The yield on the 2044 bonds fell two basis points on Tuesday to 8.54%, the lowest on a closing basis since 2015.
Ashleigh Nelson is in the mix for a bobsleigh medal at the Winter Olympics – but that doesn’t mean she enjoys it Ashleigh Nelson was never meant to be in the Winter Olympics. If you’d asked her 18 months ago where she expected to be competing this week, she would have told you she would be at the Utilita Arena in Birmingham running the 60m at the UK Indoor Championships, not standing at the top of...
Ashleigh Nelson is in the mix for a bobsleigh medal at the Winter Olympics – but that doesn’t mean she enjoys it Ashleigh Nelson was never meant to be in the Winter Olympics. If you’d asked her 18 months ago where she expected to be competing this week, she would have told you she would be at the Utilita Arena in Birmingham running the 60m at the UK Indoor Championships, not standing at the top of the world’s newest ice track riding a £75,000 bobsleigh. “I was tricked into it,” Nelson says. “You laugh, but it’s true.” Nelson only got into it after the GB bob pilot Adele Nicole sent her a message on Instagram just after the Paris Olympics asking if she fancied giving it a go. Continue reading...
“Helping... investors to really understand what they could get in these markets is helpful because I think it’s where our economy is moving, and we all want to be able to benefit from that growth,” says Wellington’s Director of Private Credit Emily Bannister, when discussing the shift to privately owned companies. Bannister joins Bloomberg Intelligence’s Noel Hebert on the latest episode of Credit...
“Helping... investors to really understand what they could get in these markets is helpful because I think it’s where our economy is moving, and we all want to be able to benefit from that growth,” says Wellington’s Director of Private Credit Emily Bannister, when discussing the shift to privately owned companies. Bannister joins Bloomberg Intelligence’s Noel Hebert on the latest episode of Credit Crunch to talk about public-private convergence, leveraging Wellington’s deep public market history
Rapid AI expansion and substantial hyperscale investments are accelerating adoption of direct-to-chip and immersion cooling technologies Data Center Liquid Cooling Market Data Center Liquid Cooling Market Data Center Liquid Cooling Market Data Center Liquid Cooling Market Data Center Liquid Cooling Market Data Center Liquid Cooling Market Ney York, NY, Feb. 17, 2026 (GLOBE NEWSWIRE) -- The data ce...
Rapid AI expansion and substantial hyperscale investments are accelerating adoption of direct-to-chip and immersion cooling technologies Data Center Liquid Cooling Market Data Center Liquid Cooling Market Data Center Liquid Cooling Market Data Center Liquid Cooling Market Data Center Liquid Cooling Market Data Center Liquid Cooling Market Ney York, NY, Feb. 17, 2026 (GLOBE NEWSWIRE) -- The data center liquid cooling market is projected to expand from USD 6.6 billion in 2026 to USD 38.4 billion b
In Defense Of Sir Jim Ratcliffe Authored by Charles Johnson via TheCritic.co.uk, Far more energy has gone into condemning his phrasing than confronting the questions he raised... Sir Jim Ratcliffe’s statement that Britain has been “colonised by immigrants” has sparked a fierce reaction. From Starmer to Bluesky, to the Athletic and all the football social media pundits in between, the co-owner of M...
In Defense Of Sir Jim Ratcliffe Authored by Charles Johnson via TheCritic.co.uk, Far more energy has gone into condemning his phrasing than confronting the questions he raised... Sir Jim Ratcliffe’s statement that Britain has been “colonised by immigrants” has sparked a fierce reaction. From Starmer to Bluesky, to the Athletic and all the football social media pundits in between, the co-owner of Manchester United has been bombarded with the same attack lines repeatedly. He has been called a tax dodging, racist immigrant hypocrite. Such an uproar has flared up in such a short space of time because Ratcliffe is radically different from those who have issued similar statements before. Ratcliffe is not a political figure: you do not see billionaires nor football club owners voicing discontent like this. The pushback has been fierce because Ratcliffe has no political incentive to say any of this. He isn’t running for office, seeking favour, or chasing votes — which makes his intervention harder to dismiss. Part of the backlash, too, reflects an unease that his diagnosis may be accurate. The remarks came from an initial conversation regarding the economic challenges Britain faces in general, not solely on immigration. The snippet that has been so widely shared is merely part of a wider statement of the economic problems Britain faces; Ratcliffe refers to the issues of “immigration” and “nine million people” on benefits simultaneously. Manchester United part-owner has told @EdConwaySky the UK has been "colonised" by immigrants, who are draining resources from the state, as he warns of the country facing profound political, social and economic challenges. 🔗 https://t.co/bie6uFZ1Tp pic.twitter.com/qFpiO0HkfO — Sky News (@SkyNews) February 11, 2026 Colonised is a strong opening salvo for a figure such as Ratcliffe, who is not known for any previous anti-migration stance. This generated responses of tone policing from his critics – cries that his choice of words were “disgrace...
Solskin/DigitalVision via Getty Images Investment thesis Hydreight Technologies ( NURS:CA ) ( HYDTF ) is a story of high growth through a mix of segments with concepts already proven in other industries, but focused on digital health, such as the "Uber of nurses" and recently the launch of the "digital healthcare Shopify", through its new VSDHOne that was launched at the end of Q3 2025 and that in...
Solskin/DigitalVision via Getty Images Investment thesis Hydreight Technologies ( NURS:CA ) ( HYDTF ) is a story of high growth through a mix of segments with concepts already proven in other industries, but focused on digital health, such as the "Uber of nurses" and recently the launch of the "digital healthcare Shopify", through its new VSDHOne that was launched at the end of Q3 2025 and that in 2026 will experience the ramp up and consequent operating leverage because the development costs have already been covered and the company is vertically integrated now. However, there's a kind of discount in the stock due to lack of confidence in future execution. I think the numbers speak for themselves, with impressive 2026 guidance recently released, so sooner or later this discount should disappear. Two legacy segments Hydreight Technologies could be considered as a conglomerate of three totally different business models, but related to the health industry, especially the digital focus. On the one hand, there's the platform for nurses and health professionals to offer mobile services like what Uber would be but with doctors and nurses, with Hydreight being the intermediary between them and patients seeking home medical services and allowing nurses to operate legally without having to build their own backend from scratch. This concept is very good and works, with a 63% increase in new sign-ups, but it's not the company's main bet. Hydreight Technologies investor presentation On the other hand, there's the pharmacy and physical store channel, where prescriptions and product orders from clinical partners and Hydreight's own network of nurses are delivered. In simple terms, every time a treatment is prescribed through the platform, the supply chain is controlled by Hydreight and thus seeks to integrate as vertically as possible, something important now that we're seeing how the narrative of AI and software isn't too positive. What makes these two segments attractive is the...
Company, which also owns Oasis, Warehouse and Karen Millen, to use cash to cut debts and fund turnaround Business live – latest updates The owner of Boohoo and Debenhams is raising £35m from shareholders in a move that could open a fresh conflict with Sports Direct founder Mike Ashley. The company, which also owns Oasis, Warehouse, Pretty Little Thing and Karen Millen, said on Tuesday that the new...
Company, which also owns Oasis, Warehouse and Karen Millen, to use cash to cut debts and fund turnaround Business live – latest updates The owner of Boohoo and Debenhams is raising £35m from shareholders in a move that could open a fresh conflict with Sports Direct founder Mike Ashley. The company, which also owns Oasis, Warehouse, Pretty Little Thing and Karen Millen, said on Tuesday that the new cash would help reduce debts and fund its turnaround plans. These involve slashing costs, selling off a distribution centre and operating Debenhams as an online marketplace for other brands. Continue reading...