News

ACP's high distribution yield is unsustainable, funded by return of capital, leading to shrinking NAV and likely further cuts ...
Uranium and nuclear power stocks have surged on US policy news, but I expect a pullback before a more sustained rally resumes ...
HCI stock is up 36% YTD, while ACIC declined 20%. Both remain undervalued, with strong balance sheets and growth in ...
SuRo Capital's AI investments, including CoreWeave, fuel an 84% return and could trigger a special dividend. Find out why ...
Clarus is navigating a transition with inventory cleanup and margin pressure, amid pricing and tariff uncertainties. Find out ...
Ategrity Specialty impressed with its IPO and niche focus, but rising valuations and geographic risks warrant caution. Read ...
AbbVie combines high yield, strong growth from Rinvoq and Skyrizi, and a solid pipeline to support dividends and returns.
Ellington Financial benefits from improving net interest income and trades below book while covering its dividend, despite ...
M&T Bank offers upside with strong loan growth, margins, and dividends, despite macro risks and CRE exposure. Find out why ...
The response of the US dollar and Treasuries to Israel's attack on Iran and the palatable risk of escalation was uninspiring.
Kesko has evolved into a diversified Nordic retail leader with strong margins, strategic growth, and solid dividends. See why ...
JFR offers a 12.2% yield and trades at a discount, appealing to income investors despite credit risks. Find out why JFR CEF ...