Brian DeChesare

JANUARY 3, 2024

The markets in 2023 were almost a complete reversal of 2022, and hardly anyone – me included – saw it coming. This result is disappointing because it ends my 4-year streak of matching or beating the market, and it’s all because of my bad decisions. But my real estate investment funds were down ~10% , which hurt.

Marketability 59

Marketability Start-ups Equity Dividends 59

Reynolds Holding

JANUARY 28, 2024

In contrast to the volatility that vexed the economy in 2022, markets rose in 2023 as inflation fell and the labor market remained strong. Entering 2024, ongoing international instability, rapidly changing technology and the United States presidential campaign are certain to impact the corporate landscape. Proxy Advisors.

Dividends 53

Dividends Marketability Compliance Equity 53

Musings on Markets

JANUARY 31, 2024

Your answer to that question will determine not just how you approach running the business, but also the details of how you pick investments, choose a financing mix and decide how much to return to shareholders, as dividend or buybacks. Data Update 2 for 2024: A Stock Comeback - Winning the Expectations Game!

Equity 80

Equity Book Value Start-ups Corporate Finance 80

Benzinga

APRIL 5, 2023

FedEx Consolidates Express and Other Units Under CEO Subramaniam To Save $4B In Costs, Boosts FY24 Dividend By 10% FedEx Corp (NYSE: FDX ) shared plans to bring FedEx Express , FedEx Ground , FedEx Services , and other FedEx operating companies into Federal Express Corporation , becoming a single company by June 2024.

Dividends 98

Dividends Technology Marketability 98

Benzinga

APRIL 23, 2024

SAN DIEGO, April 23, 2024 (GLOBE NEWSWIRE) -- Retail Opportunity Investments Corp. NASDAQ: ROIC ) announced today financial and operating results for the three months ended March 31, 2024. per diluted share) FFO per diluted share guidance for 2024 reaffirmed ($1.03 - $1.09 FFO for the first quarter of 2024 was $37.9

Dividends 40

Dividends Intangible Assets Start-ups EBITDA 40

Musings on Markets

JANUARY 11, 2024

In spring 2024, I will be teaching valuation again to the MBAS, for the 59th time, and I have an identical class that I will delivering to undergraduates during the semester. In the fall of 1986, I taught a valuation class in my security analyst slot, and with no cameras in the classroom or complaints from students, no one was any wiser.

Corporate Finance 145

Corporate Finance Finance Start-ups Dividends 145

Benzinga

AUGUST 13, 2024

from a strong Q1 2024 Reports record origination volume; up 28.2% from Q1 2024 and up 4.6% 13, 2024 (GLOBE NEWSWIRE) -- Element Fleet Management Corp. ("Autofleet") TORONTO, Aug. 13, 2024 (GLOBE NEWSWIRE) -- Element Fleet Management Corp. Q1 2024 revenue benefitted from US$7.0 million and US$2.1

Dividends 45

Dividends Capital Structure Finance Treasury 45

Global Finance

MAY 8, 2024

Last year, UOB fully integrated its acquired Indonesian and Malaysian businesses onto the bank’s platforms while the migration of the Thai and Vietnamese businesses will be completed in the first half of 2024 and 2025, respectively. In 2023, the bank’s financial data metrics were impeccable: a 27% increase in net profit to a record S$6.1

Banking 52

Banking Dividends Start-ups Finance 52

Benzinga

OCTOBER 22, 2024

22, 2024 (GLOBE NEWSWIRE) -- Retail Opportunity Investments Corp. NASDAQ: ROIC ) announced today financial and operating results for the three and nine months ended September 30, 2024. per diluted share) FFO per diluted share guidance for 2024 updated ($1.03 - $1.05 Included in 2024 GAAP net income is $26.7

Dividends 40

Dividends Intangible Assets EBITDA Equity 40

Musings on Markets

JANUARY 21, 2023

It is the nature of stocks that you have good years and bad ones, and much as we like to forget about the latter during market booms, they recur at regular intervals, if for no other reason than to remind us that risk is not an abstraction, and that stocks don't always win, even in the long term. at the start of that year.

Equity 96

Equity Risk Premium Start-ups Dividends 96

Benzinga

MAY 3, 2024

The Company's tier one leverage and risk-based capital ratios were 11.58% and 28.84%, respectively, and the Company is considered to be "well-capitalized" at March 31, 2024. Ratio of non-performing assets to total assets of 0.10% at March 31, 2024. million as of March 31, 2024. Total interest income was $17.99

Banking 45

Banking Marketability Treasury Dividends 45

Benzinga

OCTOBER 17, 2024

Today, Johnson & Johnson is a buy because its value, yield, and growth outlook provide a vehicle capable of market-beating returns in 2025 and over the long term. Regarding value, this healthcare stock is trading at 16x this year's earnings, less than half the historical average price multiple and well below the S&P 500 average.

Comps 52

Comps Dividends Marketability 52

Chris Mercer

FEBRUARY 14, 2024

This second musing addresses the use of restricted stock studies to support marketability discounts in gift and estate tax appraisals prepared for the Internal Revenue Service (or for anyone, for that matter). And more than a few appraisers use these stale and tired studies to guess at marketability discounts in 2024.

Marketability 52

Marketability Dividends Appraisal Business Valuation 52

Global Finance

JULY 24, 2024

This involves maintaining close contact to promptly resolve trade and operational inquiries and deliver ongoing insight into evolving market dynamics. The bank aligns its systems and protocols with global market practices and Swift standards for automated custody services.

Banking 52

Banking Marketability Technology Finance 52

Global Finance

JULY 24, 2024

This involves maintaining close contact to promptly resolve trade and operational inquiries and deliver ongoing insight into evolving market dynamics. The bank aligns its systems and protocols with global market practices and Swift standards for automated custody services.

Banking 52

Banking Marketability Technology Finance 52

Musings on Markets

SEPTEMBER 9, 2024

In this post, I will look at three high profile companies, Intel, Starbucks and Walgreens, that have seen market turmoil and management change, and examine what the options are for the future. The Market turns With hundreds of stocks listed and traded in the market, why am I paying attention to these three?

Start-ups 134

Start-ups Marketability Market Capitalization Equity 134

Benzinga

AUGUST 2, 2024

energy operator APA Corporation (NASDAQ: APA ) reported second-quarter 2024 adjusted earnings of $1.17 Meanwhile, APA continues to reward shareholders with dividends and buybacks. The company also shelled out $92 million in dividend payments. Revenues of $2.8 billion were up 42.4% APA bought back 1.5 million shares at $28.72

Dividends 59

Dividends Marketability 59

Benzinga

JULY 17, 2024

Dallas, Texas, July 17, 2024 (GLOBE NEWSWIRE) -- Kronos Worldwide, Inc. NYSE: KRO ) made the following announcements today: Acquisition of Remaining Joint Venture Interest in LPC Effective July 16, 2024, Kronos Worldwide, Inc. Kronos") has acquired the 50% joint venture interest in Louisiana Pigment Company, L.P. ("LPC")

Dividends 40

Dividends Finance EBITDA Marketability 40

Musings on Markets

AUGUST 19, 2024

While the writing for the book was largely done by November 2022, publishing does have a long lead time, and the book, published by Penguin Random House, will be available on August 20, 2024, at a book shop near you. If you are concerned that you are going to be hit with a sales pitch for that book, far from it!

Corporate Finance 121

Corporate Finance Finance Start-ups Dividends 121

Benzinga

OCTOBER 16, 2024

Based on an independent market research conducted by Syneos Health Consulting ("Syneos"), with the substantial intent in utilization for SP-102 (SEMDEXA™) with peak sales potential projected to reach $3.6 The closing of the Business Combination is expected to occur by the end of fourth quarter of 2024 or the first quarter of 2025.

Equity 45

Equity Dividends Marketability 45

Benzinga

JULY 24, 2024

July 24, 2024 (GLOBE NEWSWIRE) -- ACNB Corporation (NASDAQ: ACNB ) ("ACNB" or the "Corporation"), financial holding company for ACNB Bank and ACNB Insurance Services, Inc., As of June 30, 2024, Traditions had total assets of $859 million, total deposits of $738 million, and total loans of $673 million. GETTYSBURG, Pa.,

Dividends 45

Dividends Banking Marketability 45

Global Finance

SEPTEMBER 9, 2024

Sixty-four percent of respondents to the 2024 Corporate Debt and Treasury Report, from Herbert Smith Freehills (HSF) and the Association of Corporate Treasurers (ACT), cite a neutral to negative outlook. Corporates are hoarding cash, and that has meant a return to dividends and distributions but also more conservative cash management.

Treasury 105

Treasury Banking Finance Dividends 105

Benzinga

JULY 12, 2024

NEW YORK, July 12, 2024 (GLOBE NEWSWIRE) -- MidCap Financial Investment Corporation (NASDAQ: MFIC ), Apollo Senior Floating Rate Fund Inc. per share special payment is in addition to the previously declared pre-merger distributions which were declared on July 1, 2024, and which are listed below. Apollo Senior Floating Rate Fund Inc.

Dividends 40

Dividends Marketability 40

Chris Mercer

MARCH 29, 2024

Introduction and Conclusion My musings on the use of restricted stock discounts to estimate marketability discounts (or DLOMs) have led me to the conclusion: Restricted stock studies/discounts cannot be used to estimate DLOMs in any credible, standards-compliant manner. Three of the first four Mercer’s Musings posts address this issue.

Marketability 52

Marketability Appraisal Business Valuation Dividends 52

Benzinga

JUNE 3, 2024

COLUMBUS, Ohio, June 03, 2024 (GLOBE NEWSWIRE) -- Worthington Enterprises (NYSE: WOR ), a designer and manufacturer of market-leading brands that enable people to live safer, healthier and more expressive lives, today announced the closing of its planned acquisition of Hexagon Ragasco. It is fitting that we completed this.

Dividends 45

Dividends Marketability 45

Benzinga

DECEMBER 26, 2023

HSBC said in an exchange filing that the transaction is expected to close in the first quarter of 2024. The company is also planning to pay a special dividend of $0.21 The Canadian government has approved the acquisition. per share as a priority use of the proceeds from this sale in the. Full story available on Benzinga.com

Banking 52

Banking Dividends Equity Marketability 52

Benzinga

APRIL 4, 2024

The registration statement previously filed by MFIC in connection with the Mergers (the "Registration Statement") was declared effective by the SEC on April 3, 2024. NYSE: AFT ) and Apollo Tactical Income Fund Inc. All current MFIC officers and directors will remain in their current positions.

Dividends 40

Dividends Marketability 40

Benzinga

OCTOBER 7, 2024

07, 2024 (GLOBE NEWSWIRE) -- Territorial Bancorp Inc. The Special Meeting is scheduled for November 6, 2024 at 8:30 a.m., Territorial shareholders of record as of August 14, 2024 are entitled to vote at or before the meeting. NASDAQ: HOPE ) ("Hope Bancorp") and related proposals. Hawai‘i Time. per share to $0.11 per share 3 $10.5

Dividends 52

Dividends Banking Book Value Technology 52

Shephard Mullin M&A

MARCH 5, 2024

2022-1001-KSJM, 2024 WL 863290 (Del. 29, 2024), the Delaware Court of Chancery (McCormick, C.) Practitioners should pay close attention to the Court’s holdings here as it may vary from what some consider customary market practice. In Ap-Fonden v. Activision Blizzard, Inc. , Section 251(b) of the DGCL provides that “the board.

Dividends 52

Dividends Compliance Marketability 52

Valutico

MARCH 20, 2023

HSBC Holdings plc Weekly Valuation – Valutico | 20 March 2023 Link to the valuation Context The past weeks, the financial market was rattled by the collapse of Silicon Valley Bank, the go-to bank for tech startups, serving half of America’s venture capital-backed tech firms. HSBC is also planning a special dividend of $0.21

Dividends 52

Dividends Banking Equity Market Capitalization 52

Benzinga

SEPTEMBER 6, 2024

billion cubic feet per day (bcfd) of capacity from 2024 to 2027. WMB's Upcoming Projects: 2024-2027 The company's growth plan for the next few years focuses heavily on critical projects such as the Louisiana Energy Gateway and Southeast Supply Enhancement pipelines. natural gas market. bcfd of natural gas.

Marketability 59

Marketability Dividends 59

Benzinga

AUGUST 26, 2024

has remained unchanged for 2024 and 2025, respectively. Although the metrics indicate a decline of 9.74% in 2024, it will rebound and grow 8.7% Bancorp has made several strategic acquisitions in the last few years, which have opened up new markets for the company while fortifying its existing markets.

Banking 52

Banking Marketability Dividends 52

Benzinga

JULY 25, 2024

July 25, 2024 (GLOBE NEWSWIRE) -- ChoiceOne Financial Services, Inc. on July 24, 2024. to ChoiceOne's Form 8-K filed on July 25, 2024. This transaction will allow ChoiceOne to strengthen its presence in the suburbs of Detroit while adding the markets of Flint and Saginaw. SPARTA, Mich. and FENTON, Mich.,

Dividends 40

Dividends Banking Marketability 40

Benzinga

JULY 12, 2024

HOUSTON, July 12, 2024 (GLOBE NEWSWIRE) -- Quanex Building Products Corporation (NYSE: NX ) ("Quanex" or the "Company") today announced that shareholders of both Quanex and Tyman plc (LSE:TYMN) ("Tyman") have approved Quanex's proposed acquisition of Tyman. "On

Dividends 45

Dividends Marketability 45

Benzinga

NOVEMBER 25, 2024

25, 2024 (GLOBE NEWSWIRE) -- Clearway Energy, Inc. Through our diversified and primarily contracted clean energy portfolio, Clearway Energy endeavors to provide our investors with stable and growing dividend income. PRINCETON, N.J., 's President and Chief Executive Officer. "We in CAFD per share in 2027." Clearway Energy, Inc.'s

Dividends 49

Dividends Capital Structure EBITDA Finance 49

Benzinga

SEPTEMBER 3, 2024

In July 2024, Prologis reported a second-quarter 2024 core FFO per share of $1.34, outpacing the Zacks Consensus Estimate by a penny. In a rising e-commerce market, companies are making immense efforts to improve supply-chain efficiencies, propelling demand for logistics infrastructure and efficient distribution networks.

Marketability 52

Marketability Dividends 52

Benzinga

AUGUST 29, 2024

29, 2024 (GLOBE NEWSWIRE) -- ARCA biopharma, Inc. Oruka") following ARCA's successful receipt of stockholder approval for all proposals related to the merger at a special meeting of stockholders on August 22, 2024. WESTMINSTER, Colo., NASDAQ: ABIO ) ("ARCA") today announced completion of the merger with Oruka Therapeutics, Inc.

Dividends 40

Dividends Banking Marketability 40