Airbus dominates the commercial aircraft and helicopter markets, outpacing Boeing with a deep product portfolio and strong order book. Production challenges persist but are being addressed, with ramp-up plans set to further widen Airbus' lead over competitors in both narrowbody and widebody segments. Defense, space, and drone markets offer robust growth, fueled by increased European military spending and geopolitical shifts favoring Airbus over U.S. rivals.
Global Net Lease's merger with Necessity Retail led to dilution and marked an unclear strategy, raising major red flags for investors. Despite efforts to deleverage and focus on industrial/distribution assets, value destruction and poor execution have eroded book value and investor confidence. Dividend cuts have followed falling AFFO, with the current yield near 10%, but capital return prospects remain highly uncertain given management's track record.
GRRR's Thailand deal adds mobility-first AI platforms and primes it to scale across Southeast Asia's booming tech markets.
U.S. Global Investors (NASDAQ:GROW) announced on Tuesday that it will continue its monthly dividend payments through the third quarter of 2025.
Global Payments generates low returns on capital, slow revenue growth, and relatively high debt levels. GPN's poor performance has driven a substantial multiple contractions to 6.5x free cash flow. With the recently announced reorganization, GPN goes all-in on the higher-growth and higher-margin merchant segment.
Zeta's Q1 2025 revenue grew 36% YoY to $264M, with adjusted EBITDA up 53% to $46.7M, reaching 17.7% margin. Platform-direct revenue hit 73%, up from 67% a year prior, driving higher gross margins and increased ownership of outcomes. Scaled Customer ARPU rose 12% YoY, while Super-Scaled ARPU surged 23% to $1.38M, reflecting strong cross-sell momentum.
Global Payments seems deeply undervalued, trading near decade lows despite strong cash flows, robust margins, and significant growth potential from digital payment tailwinds. Recent divestitures and the Worldpay acquisition position GPN as a pure-play, high-growth payment solutions provider, focusing on high-margin B2B operations. Shareholder returns are compelling, with aggressive buybacks and potential for >10% combined yield this year.
ACHR teams with Jetex to launch Midnight eVTOLs across 30+ countries, fueling its push into global air taxi markets.
We initiate Intrepid Potash (IPI) with a Sell rating and $30 PT, citing global oversupply and sector headwinds limiting upside through 2026. Despite IPI's unique U.S. footprint and operational resilience, a forecasted 18.7% global capacity surge will cap pricing power and compress margins. Current valuation embeds unjustified optimism; We apply a discounted 1.40x EV/Sales multiple, reflecting sector risks and likely multiple compression ahead.
Super Micro Computer is evolving into a global AI infrastructure leader, driven by first-to-market Nvidia Blackwell deployments in Europe and a $20 billion Saudi DataVolt partnership. The stock's valuation is attractive for investment, given a strong secular growth horizon. 2026 macroeconomic bull-market conditions could be the key catalyst to refresh sentiment. The Taiwan-China issue continues to linger, but the best security for the market rests not in fear but in proactive engagement through diplomacy. The U.S. is starting to recognize this.
Audio Overview – Listened: Milton, NY, June 23, 2025 – PRISM MediaWire – Sono-Tek Corporation (Nasdaq: SOTK), a leading developer of ultrasonic precision coating systems, today announced that it has received a $1.12 million order from a long-standing customer in the medical diagnostic testing industry.
I added Allianz and LVMH to The Dividend Income Accelerator Portfolio for their blend of dividend yield, growth, and financial strength. Both companies offer strong dividend growth potential—Allianz with a Dividend Yield [FWD] of 4.31%, and LVMH with a Dividend Yield [FWD] of 3.19%—plus robust long-term growth prospects. These additions improve our portfolio's potential risk-adjusted returns, valuation, and global diversification, aligning with our strategy of balancing income and growth.