文章核心观点 - 文章主要讨论了投资欧洲和北欧股票的策略，特别是作者持有的欧洲和北欧股票的欧洲/斯堪的纳维亚股票代码（非ADR） [2] 投资策略 - 作者持有欧洲和北欧股票的欧洲/斯堪的纳维亚股票代码（非ADR） [2] - 作者持有加拿大股票的加拿大股票代码 [2] 投资风险 - 投资欧洲/非美国股票存在特定的预扣税风险，这些风险与公司的注册地以及个人情况有关 [2] - 投资者应咨询税务专业人士，了解股息预扣税的总体影响及缓解方法 [2]

Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

B&G Foods, Inc. (NYSE: BGS ) does not only report more than 130 years of accumulated expertise, but also a significant amount of know-how in the acquisition of new brands. Currently undergoing a period of transformation, the company putLike the common kingfisher or Alcedo Atthis searches for small fish, I research small, and medium cap companies in Europe, the United States, and South America. You can find a common kingfisher in my profile.With close to 14 years in the financial industry, I worked for an eq ...

ORLANDO, Fla., Dec. 02, 2024 (GLOBE NEWSWIRE) -- Abacus Life, Inc. (“Abacus” or the “Company”) (NASDAQ: ABL), a pioneering global alternative asset manager specializing in leveraging longevity data and actuarial technology to offer uncorrelated investment opportunities, today announced it has completed the acquisition of FCF Advisors (“FCF”), a New York-based asset manager and index provider specializing in free cash flow-focused investment strategies. The acquisition of FCF, which currently has approximate ...

Analyst’s Disclosure: I/we have a beneficial long position in the shares of VLE:CA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any ...

Retirement is complicated and you only get once chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.Occidental Petroleum (NYSE: OXY ) is a company that we've varied on as the company has cycled between heavily undervalued, like when we recommended it in ...

For almost a decade, I held research analyst positions in various investment firms, mostly in Toronto. In the summer of 2021, I left the city and moved into a yurt I built in the boreal forest. I went from living in downtown Toronto to living alone in the woods approximately 100km away from the closest paved road or grocery store.The longer I stay in the woods, the more I experience the omnipresence of divine energy. Self-sufficiency does not exist, as I simply replaced my relationships with grocery stores ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ý QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-11138 | --- | --- | --- | |-----------------------------------------|---------------------------------------------------------------|-- ...

文章核心观点 - 作者专注于寻找市值低于100亿美元、具有长期资本复合能力和高复合年增长率的优质公司,以获得超越市场指数的长期回报 [1] - 作者采取保守的投资策略,但偶尔也会追求风险收益比较好的机会 [1] 公司研究 - 作者拥有10年投资银行从业经验,专注于行业和公司研究,擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [1] - 作者曾在一篇文章中写过有关fuboTV Inc (NYSE: FUBO)的观点,现在想更新自己的论点 [1] 免责声明 - 作者没有持有任何所提及公司的股票、期权或类似衍生工具,也没有在未来72小时内有任何此类计划 [2] - 文章内容仅供参考和学习,不构成任何投资建议,投资决策完全由读者自行承担 [3]

业绩总结 - 2024年第三季度核心每股收益为0.31美元，较上一季度下降0.05美元[5] - 2024年第三季度的总营业收入为121.45百万美元，较2024年第二季度的120.5百万美元增长0.79%[38] - 2024年第三季度的净收入（GAAP）为32.1百万美元，较2024年第二季度的37.1百万美元下降13.48%[41] 用户数据 - 贷款总额较上一季度减少3340万美元，年化下降1.5%[10] - 平均存款较上一季度增加7640万美元，年化增长3.2%[11] - 不良贷款总额为7470万美元，较上季度增加1760万美元，其中约32%的不良贷款是在Centric收购中获得的[18] 财务指标 - 净利息收入为9690万美元，较上一季度增加150万美元[7] - 净利息差为3.56%，较上一季度下降1个基点[7] - 资本充足率为8.8%，高于监管要求的10%[5] - 贷款损失准备金占期末贷款的比例为1.41%，较上季度增加4个基点[18] 成本与支出 - 总非利息支出较上一季度增加430万美元，较去年同期增加270万美元[16] - 2024年第三季度的总运营费用为68.9百万美元，较2024年第二季度的64.6百万美元增长6.67%[38] - 2024年第三季度的核心效率比率为56.7%，较2024年第二季度的53.6%上升3.1个百分点[38] 未来展望与策略 - 2024年第三季度的拨备费用为1060万美元，较上季度增加280万美元，主要由于两项遗留商业信贷的特定准备金增加250万美元[18] - 2024年第三季度回购了146,850股股票，当前回购计划的剩余能力为1460万美元[20] - 79%的存款在2024年9月30日时为受保或担保[27] 投资与资产 - 截至2024年6月30日，公司的总流动性为5724.9百万美元，使用金额为734.2百万美元[22] - 2024年第三季度购买了107.2百万美元的证券，投资组合的加权平均久期约为4.4年[25] - 2024年9月30日，商业房地产贷款组合总额为3069.4百万美元，占总贷款的34.1%[29]