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6/3/2025
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AQN – An update came out today and stock is up +12% right now in response…… In looking at the headlines, I think it’s obvious they’ve been watching Ken Fisher’s TV ads….
“OAKVILLE, Ontario–(BUSINESS WIRE)– Algonquin Power & Utilities Corp. (“AQN”, “Algonquin” or the “Company”) (TSX: AQN) (NYSE: AQN) today announced its “Back to Basics” utility customer-centric capital plan focused on improving customer experience, driving operational efficiencies, and achieving constructive regulatory outcomes. As part of that plan, the Company released its financial outlook for 2025 through 2027.
Algonquin will evaluate key decisions in the context of its commitments to its four key stakeholders:
First and foremost, delivering outcomes and experiences to customers in the moments that matter to them;
Investing in the communities we serve to foster economic growth. WE DO WELL WHEN OUR COMMUNITIES DO WELL;
Becoming an employer of choice to sustain a motivated workforce; and
Delivering steady predictable returns for investors through focused utility execution and capital discipline.”
I’m surprised the CEO didn’t declare, “I like fishing!” LOL
I own AQNB – no word of whether or not they have plans to call – maybe they’ll update in the CC….. Previously they’ve left impression they were not considering it until 2029, but there have been many changes in structure and personnel since then, so who knows?
Anyone have either of these 2? Viper (VNOM) is buying Sitio Royalties (STR). STR is up 13+% at the moment; VNOM up a few percent. Have been a long time holder of Brigham Minerals, which ultimately became Sitio Royalties. Definitely up there with one of my better investments. K1 fun.
I have held VNOM in the past.
I have a friend in the oil industry in Houston. He always speaks highly of VNOM, both their acreage and setup with Diamondback Energy.
I listened to an earnings call or two, they seem thoughtful.
Congrats on STR! I play SJT from time to time, but sold recently for a profit.
This week-end, OPEC decides how much to increase its July oil output. OPEC has recently increased monthly production by larger (3x) than expected amounts. The official story: OPEC is punishing a rogue member for pumping too much oil (thus keeping prices down) … by pumping even more oil and pushing prices even lower. A small mention: OPEC wants to increase market share. Reuters now reports that OPEC is discussing pushing its July output even higher than 411,000 bpd.
The real casualty will be the US shale oil industry, a rival of OPEC and long in its cross-hairs. US shale becomes increasingly unprofitable at prices below 60. A story link below discusses production and pricing. Sentiment: long energy, bearish. JMO. DYODD.
A pivotal OPEC+ decision this weekend could tank crude-oil prices by 10%
https://www.marketwatch.com/story/a-pivotal-opec-decision-this-weekend-could-tank-crude-oil-prices-by-10-d389a6ff?mod=home_ln
OPEC+ agrees July oil output hike of 411,000 bpd.
Thanks!
Does J. Powell know about this deflationary news?
Wake up Jay…and start cutting those rates!
I picked up RMT yesterday, which is a CEF investing in small cap value stocks. Quarterly yield of about 8.7%. Selling at -13% discount and a -1 year Z score. DYODD
instead of index options, like qqqx, they are writing on the individual stocks in their portfolio, which has a similar flavor to the Berkshire portfolio
I recently started a position in the Target 15 Berkshire Select Income ETF from VistaShares, ticker (OMAH). The fund mirrors the top 20 holdings of BRK.B and adds an options strategy to generate income. The fund seeks to achieve 15% annual income paid out monthly.
https://www.vistashares.com/etf/omah/
Seems like an interesting way to invest like the Buffet crew and earn some income along the way. OMAH is down about 4% since its inception in early March while paying out ~2.5% in dividends. Next ex-date is in a few days.
OMAH has been on my watch list since its inception. I like their portfolio a lot and the idea of writing options for added income. (I almost did an impulse buy.)
I clicked around the OMAH website but could not find a specific explanation of what they are actually doing other than generally “writing options.” Many other cc ETFs (except JEPI) are more forthcoming in disclosing what kind of options they are writing (ATM, OTM) and how much of their portfolio they are overwriting. I’ll continue watching OMAH until it has a longer a track record. JMO. DYODD.
instead of index options, like qqqx, they are writing on the individual stocks in their portfolio, which has a similar flavor to the Berkshire portfolio