诉讼调查 - Berger Montague PC正在调查Sable Offshore Corp（NYSE: SOC）涉嫌违反联邦证券法的行为 该公司是一家总部位于德克萨斯州休斯顿的海上油气运营公司 [1] - 调查起因是针对Sable的集体诉讼 指控公司在加州海岸石油生产恢复问题上存在虚假陈述 [1][3] 投资者权益 - 在2025年5月19日至6月3日期间（包括2025年5月二次发行）购买或获得Sable证券的投资者 可在2025年9月26日前申请成为集体诉讼的首席原告代表 [2] 诉讼核心指控 - 公司虚假宣称加州海岸石油生产已恢复 而实际并未恢复 真相披露后股价下跌导致投资者损失 [3] 律所背景 - Berger Montague成立于1970年 在证券集体诉讼领域具有先驱地位 过去50年代表个人和机构投资者 在美国多地法院担任首席律师 [4]

The stock market is climbing from one all-time high to the next, taking valuations far above their historical averages . As a long-term-oriented stock investor, for the first time in my 20-year investing journey, I'm leaning towards short-term bonds to diversifyPhilipp is a seasoned value investor with nearly 20 years of experience in the field. He takes a global approach to investment opportunities, seeking out undervalued companies that offer a significant margin of safety, leading to attractive dividend ...

Amazon is reportedly taking steps to block other companies’ artificial intelligence shopping tools from its website.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The eCommerce giant updated the code on its site t ...

基金表现 - 截至2025年6月30日 基金净值为16.74美元 市价为15.05美元 [1] - 近一个月总回报率(非年化) NAV为4.56% 市价为3.31% [1] - 年初至今总回报率 NAV为2.57% 市价为-0.84% [1] - 一年期总回报率 NAV为10.37% 市价为13.43% [1] - 三年期年化总回报率 NAV为13.54% 市价为11.33% [1] - 五年期年化总回报率 NAV为12.18% 市价为12.78% [1] - 十年期年化总回报率 NAV为9.46% 市价为9.82% [1] 投资组合特征 - 平均市值为30.613亿美元 采用几何平均法计算 [4] - 加权平均市盈率为18.1倍 采用调和平均法计算 [4][5] - 加权平均市净率为2.1倍 [4] - 净资产规模为20亿美元 [4] - 15%的持仓公司盈利为零或负值 被排除在P/E计算之外 [6] 持仓结构 - 前十大持仓占净资产比例：IES控股1.8% 安信达担保1.5% SEI投资1.4% PAR科技1.3% E-L金融1.3% APi集团1.1% 国际通用保险1.0% TMX集团1.0% 海涅默斯1.0% 航空租赁A类1.0% [7][9] - 前五大行业配置：工业24.4% 金融23.3% 信息技术14.5% 医疗保健9.9% 非必需消费品9.6% [10] 基金概况 - 主要投资于小盘股和微型股 至少65%资产配置于此类证券 [10] - 最古老且规模最大的小盘封闭式基金 [8] - 周均交易量约121.97万股 [8] - 投资顾问拥有超过50年小盘股投资经验 [8] - 采用分散投资策略 但不保证盈利或避免亏损 [3] - 可能配置相当比例资产于外国证券 涉及政治经济汇率等风险 [3]

ArcBest Corporation (NASDAQ:ARCB) Q2 2025 Earnings Call July 30, 2025 9:00 AM ET Company Participants Amy Mendenhall - Vice President of Treasury & Investor Relations Eddie Sorg - Corporate Participant J. Matthew Beasley - Chief Financial Officer Judy R. McReynolds - Chairman & CEO Matthew R. Godfrey - President of ABF Freight Seth K. Runser - President Conference Call Participants Brian Patrick Ossenbeck - JPMorgan Chase & Co, Research Division Christian F. Wetherbee - Wells Fargo Securities, LLC, Research ...

Key Takeaways MO's Q2 EPS rose 8.3% to $1.44, beating estimates due to strong OCI and lower shares outstanding.Oral tobacco net revenues rose 5.9%, fueled by pricing gains.MO narrowed FY25 EPS guidance to $5.35-$5.45, factoring in tariffs and e-vapor market dynamics.Altria Group Inc. (MO) posted second-quarter 2025 results, wherein both top and bottom lines beat the Zacks Consensus Estimate and increased year over year. The company's continued progress toward its long-term vision in the second quarter, supp ...

Key Takeaways NWL expects Q2 revenues of $1.94B, down 4.4% year over year, with EPS projected at $0.24, down 33.3%.Soft demand in Outdoor & Recreation and FX headwinds may drag Q2 performance despite pricing efforts.NWL cut China exposure to 15% of goods and boosted U.S. output to build a more resilient supply chainNewell Brands Inc. (NWL) is expected to register a year-over-year decline in the top and bottom lines when it reports second-quarter 2025 results on Aug. 1, before the opening bell. The Zacks Con ...

Key Takeaways VFC posted a Q1 loss of $0.24 per share, beating estimates and improving from last year's $0.33 loss.Net revenues of $1.76B topped forecasts, with gross margin rising 290 bps to 54.1% on better inventory and FX.VFC expects FY26 growth in operating income and cash flow, driven by The North Face, Timberland and Altra.V.F. Corporation (VFC) reported a narrower-than-expected loss per share in first-quarter fiscal 2026 results, with a sales beat. While earnings improved year over year, revenues dip ...

Key Takeaways HUM's Q2 EPS of $6.27 missed estimates and fell 9.9% year over year due to higher benefit costs.CenterWell revenues rose 11.9% on strong pharmacy and primary care business performance.HUM raised the 2025 adjusted EPS view to around $17.00 and expects revenues of at least $128 billion.Humana Inc. (HUM) reported second-quarter 2025 adjusted earnings of $6.27 per share, which missed the Zacks Consensus Estimate by 0.8%. The bottom line decreased 9.9% year over year. Adjusted revenues of $32.4 bil ...

收购交易 - 网络安全巨头Palo Alto Networks宣布以250亿美元收购身份管理与安全公司CyberArk 交易形式为现金加股票组合 标志着公司正式进入身份安全领域 [1] - 此次收购是Palo Alto Networks迄今为止规模最大的交易 也是2025年网络安全行业第二大交易 仅次于谷歌3月以320亿美元收购Wiz的交易 [3] 收购历史 - 自2018年Nikesh Arora出任CEO兼董事长以来 Palo Alto Networks已进行多次收购 累计金额超过70亿美元 [2] - 近期重要收购包括：2023年10月以4亿美元收购Dig Security 2023年11月以6.25亿美元收购Talon Cyber Security 2021年2月以1.56亿美元收购Bridgecrew [3]