Janus Henderson AAA CLO ETF returned 1.19% and the J.P. Morgan CLO AAA Index returned 1.22%. Asset allocation performed in line with the benchmark, as did the portfolio's yield curve positioning. Security selection detracted. A resilient economy, AI-driven investment, and Fed support create a favorable backdrop for collateralized loan obligations (CLOs). Active strategies focused on carry and risk-adjusted returns remain essential, in our view.
Expanse Studios Launches Super Heli Premium Across Core Markets — Neutral
GMGI GlobeNewsWire — January 28, 2026LAS VEGAS, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Expanse Studios, a subsidiary of Golden Matrix Group Inc. (NASDAQ: GMGI), has launched Super Heli Premium, an expanded version of its flagship crash game now live across core markets.
Legal Investigation Launched: Johnson Fistel Scrutinizes Starbucks (SBUX) Directors Over Possible Fiduciary Duty Breaches in Business Outlook and Growth Disclosure Statements — Neutral
SBUX Newsfile Corp — January 28, 2026San Diego, California--(Newsfile Corp. - January 28, 2026) - Shareholder rights law firm Johnson Fistel, PLLP is investigating potential shareholder derivative claims on behalf of Starbucks Corporation (NASDAQ: SBUX) concerning whether certain officers and directors breached their fiduciary duties to the Company and its shareholders. The investigation follows the filing of a securities class action concerning purchases of Starbucks securities between November 2, 2023 and April 30, 2024 (the "Class Period").
PulteGroup Gears to Report Q4 Earnings: Here's What to Expect — Neutral
PHM Zacks Investment Research — January 28, 2026PHM heads into fourth-quarter 2025 earnings with solid execution, but affordability pressures may weigh on growth.
Cheniere Energy: Strong Cash Flow, Long-Term Contracts, And AI Tailwinds — Positive
LNG Seeking Alpha — January 28, 2026Cheniere Energy remains a Buy, with upgraded FY25 guidance and strong project advancements preparing them to enjoy LNG's long-term potential despite near-term volatility. LNG expects a record of >50 million metric tons exported in 2026 and forecasts distributable cash flow of $4.8–$5.2 billion for FY25. Share repurchases and a sustainable payout ratio underpin capital returns alongside growth CAPEX, while robust fixed-fee contracts and expansion projects drive forward visibility.
Shell in Talks With Nigeria for a Potential $20B Offshore Investment — Positive
SHEL Zacks Investment Research — January 28, 2026SHEL plans a 2027 investment decision on Nigeria's Bonga South West deepwater field, a project that could cost up to $20B and boost offshore output.
Shareholder Alert: Johnson Fistel Launches Investigation into the Grindr Board for Potential Fiduciary Duty Breaches Relating to the Terminated Buyout — Neutral
GRND Newsfile Corp — January 28, 2026San Diego, California--(Newsfile Corp. - January 28, 2026) - Johnson Fistel, PLLP announces an investigation into potential breaches of fiduciary duty by the Board of Directors of Grindr Inc. (NYSE: GRND). The investigation concerns the Board's decision to terminate negotiations with Grindr's controlling stockholder and whether that decision-and related recent corporate actions-were consistent with the duties owed to all stockholders, particularly minority holders.
Monro, Inc. (MNRO) Q3 2026 Earnings Call Transcript
Why Applied Digital Surged After Nvidia Bet $2 Billion on CoreWeave — Positive
APLD 24/7 Wall Street — January 28, 2026Applied Digital ( NASDAQ:APLD ) has posted strong gains in 2026, rising nearly 68% year-to-date.
Tilray is strategically positioned to benefit from U.S. cannabis reform, leveraging its diversified international and U.S. beverage operations. International medical cannabis, especially in Europe, drives TLRY's growth and margin stability, with Germany and Italy as key markets. Profitability hinges on sustained double-digit international growth, normalized interest and restructuring costs, and EBITDA consistently covering capital needs.
Should You Buy, Hold or Sell LMT Stock Ahead of Q4 Earnings? — Positive
LMT Zacks Investment Research — January 28, 2026Lockheed Martin approaches Q4 earnings with solid revenue growth expected, but higher costs and program charges may pressure profits.
Logitech's Q3 Earnings Surpass Estimates, Revenues Rise Y/Y — Positive
LOGI Zacks Investment Research — January 28, 2026LOGI beats Q3 estimates as earnings jump 21% Y/Y and revenues rise 6%, driven by strength in gaming, video collaboration and peripherals.
Progressive (PGR) Q4 Earnings and Revenues Top Estimates — Positive
PGR Zacks Investment Research — January 28, 2026Progressive (PGR) came out with quarterly earnings of $4.67 per share, beating the Zacks Consensus Estimate of $4.44 per share. This compares to earnings of $4.08 per share a year ago.
Bank of America's Rock-Bottom P/E and 25% Upside Potential — Positive
BAC MarketBeat — January 28, 2026Financial giant Bank of America Corp NYSE: BAC did almost everything right in 2025. The stock logged a powerful rally, hit a record high, and finished the year in strong form.
4 Energy Stocks Are Poised for a Strong Q4 Earnings Beat — Positive
HP IMO PTEN XOM Zacks Investment Research — January 28, 2026Energy sector stocks such as IMO, XOM, PTEN and HP show signs of robust performance ahead of Q4 earnings.
LyondellBasell to Post Q4 Earnings: What's in the Cards for the Stock? — Neutral
LYB Zacks Investment Research — January 28, 2026LYB heads into Q4 with lower operating rates, seasonality and higher feedstock costs pressuring results.
CMG vs. SG: Which Restaurant Stock Deserves a Spot in Your Portfolio? — Neutral
CMG SG Zacks Investment Research — January 28, 2026CMG and its fast-casual peer take sharply different paths as shifting consumer demand tests scale, growth ambitions and execution.
Can Kinross Gold's Profits Keep Shining Amid Higher Costs? — Positive
KGC Zacks Investment Research — January 28, 2026KGC posts Q3 profit surge on higher gold prices, but rising costs raise questions about margins.
Avnet (AVT) Tops Q2 Earnings and Revenue Estimates — Positive
AVT Zacks Investment Research — January 28, 2026Avnet (AVT) came out with quarterly earnings of $1.05 per share, beating the Zacks Consensus Estimate of $0.95 per share. This compares to earnings of $0.87 per share a year ago.
Amphenol (APH) Q4 Earnings and Revenues Top Estimates — Positive
APH Zacks Investment Research — January 28, 2026Amphenol (APH) came out with quarterly earnings of $0.97 per share, beating the Zacks Consensus Estimate of $0.93 per share. This compares to earnings of $0.55 per share a year ago.
