Canadian Natural Resources Lifts Dividend After Rise in Quarterly Production

The Canadian energy company, which has a portfolio of assets in North America, the U.K. North Sea and offshore Africa, said its board approved a 6.4% increase to the quarterly payout, which will mark ...

When It Comes to Private Credit, Investors Are Not Getting Paid Enough for Downgrade and Default Risk

How Blue Owl’s saga is sending private credit fears soaring. On the March 2 episode of The Morning Filter, David Sekera and ...

Service Missteps in Trade Have Squandered Bapcor's Economic Moat

We expect a turnaround in Bapcor's earnings per share from fiscal 2027, thanks to favorable industry dynamics. We forecast Bapcor to resume share gains in the fragmented trade market as it rolls out ...

This stock-market correction signal just triggered for only the third time in seven years. Here's the message for investors.

This stock-market correction signal just triggered for only the third time in seven years. Here's the message for investors. Research firm Variant Perception says get ready for weeks of volatility and ...

ECB Could Change Policy Stance if Iran War Drags On, ECB's De Guindos Says — 2nd Update

If there was a "steady modification" in the level of inflation, that could prompt the ECB to change its policy stance, he said. The ECB has kept borrowing costs on hold since June last year, and rate ...

My rude, ungrateful relative gave her lawyer power of attorney - and has lived to regret it. Should I get involved?

In a previous letter, I detailed how a relative gave their lawyer full financial and healthcare power of attorney. After my relative was declared mentally incompetent by two doctors, the lawyer ...

U.K. Energy Profits Levy Harms National Energy Security, Will Lead to More Job Losses, Harbour Energy CEO Says

The tax was introduced in May 2022 to capture the higher profits triggered by a rise in energy prices as a result of Russia's invasion of Ukraine. It levies an additional 38% on the profits of oil-and ...

North American Morning Briefing: Stocks Slip Premarket, Oil Climbs Again -2-

"IT MUST STOP NOW!" Trump wrote on Truth Social of the battle between Sen. John Cornyn and state Attorney General Ken Paxton. "I will be making my Endorsement soon, and will be asking the candidate ...

Saudi Arabia Starts to Shift Crude Exports to Red Sea as Hormuz Disruption Mounts

Saudi Arabia is starting to shift crude exports to its Red Sea hub at Yanbu as disruptions in the Strait of Hormuz constrain Gulf shipments.

We Assign Hansen a Moat Rating of None

We expect Hansen to focus on pursuing inorganic growth opportunities, either through geographic expansion of existing functions or expansion into new functional adjacencies. However, we view this ...
Opinion

The 'dean of valuation' pours cold water on the Citrini AI doomsday scenario

Aswath Damodaran, the so-called 'dean of valuation,' said a popular characterization of a dystopian AI future of displacement and disruption was implausible. Damodaran wrote a riposte to the Citrini ...

We Downgrade Technology One's Moat Rating to Narrow

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, ...