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Toronto-Dominion Bank Is Still Fundamentally Resilient But Almost Fully Priced (NYSE:TD)

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Toronto-Dominion Bank Is Still Fundamentally Resilient But Almost Fully Priced (NYSE:TD)

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I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. That was also the year when insurance companies became very popular in the PH. Initially, I invested in popular blue-chip companies. Now, I have investments across different industries and market cap sizes. There are stocks I hold for my retirement, while others are purely for trading profits. In 2020, I also entered the US Market. It was about a year after I discovered Seeking Alpha. Originally, I was using the trading account of NY CA-based cousin. Somehow, I acted like his personal broker. That made me more aware of the US market before deciding to open my own account. I decided to write for Seeking Alpha to share and gain more knowledge since I have been trading on the US market for only four years. Like in the ASEAN market, I have holdings in US banks, hotels, shipping, and logistics companies. I discovered it in 2018. Since then, I have been using the analyses here to compare them to the ones I’m doing in the PH Market.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of TD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Labour to allow 30m wind turbines at schools and hospitals under new planning rules

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Labour to allow 30m wind turbines at schools and hospitals under new planning rules

Labour has unveiled plans to allow wind turbines up to 30 metres tall to be installed at schools, hospitals and farms without full planning permission, in a significant shift aimed at accelerating the rollout of small-scale renewable energy across the UK.

Under the proposed changes, ministers will extend permitted development rights, currently limited largely to domestic properties, to cover non-domestic sites including public sector buildings and commercial premises. The move is designed to enable organisations to generate their own electricity and reduce exposure to volatile energy costs.

At present, homeowners can install small turbines without planning approval, but these are capped at 15 metres when mounted on a building and 11.1 metres when placed in a garden. The new framework would more than double that height limit for non-domestic use, allowing turbines comparable in scale to mature trees to be deployed more widely.

A turbine of this size can generate up to 50 kilowatts of power, which the government says is sufficient to meet the full electricity demand of a medium-sized farm or significantly offset consumption at sites such as schools and hospitals.

Energy minister Michael Shanks said the reforms would give organisations “the tools to lower their bills and make the best use of their land”, describing onshore wind as one of the cheapest and quickest forms of energy to deploy.

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The policy comes against a backdrop of heightened energy price volatility driven by global geopolitical tensions, with ministers increasingly focused on boosting domestic generation to improve long-term resilience.

However, the proposals have already drawn criticism from opposition politicians and rural campaign groups, who warn the changes could sideline local communities.

Richard Tice, Reform UK’s deputy leader and energy spokesman, described the move as “intrusive”, accusing the government of weakening planning protections in pursuit of its net zero agenda.

Similarly, Sarah Lee of the Countryside Alliance cautioned that the reforms risk setting a precedent for wider development without adequate consultation. She said the key issue was not the turbines themselves, but “location, density and consent”, adding that planning rules exist to ensure local voices are heard.

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Despite the relaxation of rules, planning permission will still be required for installations in sensitive areas, including conservation zones, listed buildings and designated habitats.

Industry figures have broadly welcomed the shift, arguing it could help address one of the UK’s core energy challenges, its reliance on imported gas. Nigel Pocklington of renewable supplier Good Energy said scaling domestic renewables is “the most effective way to bring prices down over the long term”.

The reforms also attempt to address the slow uptake of small-scale wind technology in the UK. Despite permitted development rights for homes being in place since 2011, adoption has remained limited, with just 128 installations recorded over the past decade.

That lack of traction has been attributed to a combination of planning constraints, cost barriers and public resistance, challenges the government now hopes to overcome by targeting larger, non-domestic sites where energy demand is higher and installations can deliver more meaningful savings.

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For businesses and public sector organisations facing rising energy costs, the policy signals a shift towards decentralised, site-level generation, but its success will likely depend on how effectively ministers balance speed of deployment with local acceptance.


Amy Ingham

Amy is a newly qualified journalist specialising in business journalism at Business Matters with responsibility for news content for what is now the UK’s largest print and online source of current business news.

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ITWO: Russell 2000 Covered Call Strategy That Outperforms Its Peers (BATS:ITWO)

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ITWO: Russell 2000 Covered Call Strategy That Outperforms Its Peers (BATS:ITWO)

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Monte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Slideshow: Functional snacking innovations

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Slideshow: Functional snacking innovations

Snack products packed with protein and fiber are rolling out.

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Puris launches ClearP hydrolyzed pea protein

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Puris launches ClearP hydrolyzed pea protein

Ingredient offers 90% protein content.

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UBS secures US bank licence in boost for wealth management plans

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UBS secures US bank licence in boost for wealth management plans


UBS secures US bank licence in boost for wealth management plans

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Earnings call transcript: ISC Q4 2025 beats EPS estimates, shares dip

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Earnings call transcript: ISC Q4 2025 beats EPS estimates, shares dip

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UFO: Ready For Liftoff

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Rocket with a light blast flies and takes off into space in the starry sky. Spaceship launch on a dark background, concept.

UFO: Ready For Liftoff

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Fed’s Bowman says she’s penciled in 3 rate cuts before the end of 2026

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Fed’s Bowman says she's penciled in 3 rate cuts before the end of 2026

Federal Reserve Vice Chair for Supervision Michelle Bowman said on Friday that she’s penciled in multiple rate cuts before the end of the year.

“I’m still concerned about the job market,” Bowman, considered one of the more hawkish members of the Federal Open Market Committee, said during an interview on FOX Business Network’s “Mornings with Maria.” I want to see a little bit of recovery there. But, of course, I’ve written three cuts in for before the end of 2026 to hopefully support the labor market.”

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Bowman also said she expects to continue to see strong economic growth this year.

Federal Reserve Governor Michelle Bowman

Federal Reserve Vice Chair for Supervision Michelle Bowman said she has written in three interest rate cuts before the end of the year. (Al Drago/Bloomberg/Getty Images)

FEDERAL RESERVE HOLDS INTEREST RATES STEADY

Her comments come after the FOMC on Wednesday voted 11-1 to leave the benchmark federal funds rate unchanged at a range of 3.5% to 3.75%. It marked the second straight meeting with rates being held steady after three successive 25-basis-point cuts in September, October and December to end last year.

Policymakers also released a summary of economic projections (SEP), which showed that the median projection for interest rates sees just one 25 basis point cut the rest of this year followed by a single cut of that size in 2027.

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WILL THE FEDERAL RESERVE CUT INTEREST RATES IN 2026?

“In our SEP, FOMC participants wrote down their individual assessments of an appropriate path for the federal funds rate under what each participant judges to be the most likely scenario for the economy,” Federal Reserve Chair Jerome Powell said. “The median participant projects that the appropriate level of the federal funds rate will be 3.4% at the end of this year and 3.1% at the end of next year, unchanged from December.”

During the press conference following the Fed’s interest rate decision, Powell was asked what officials were seeing that led them to project a cut despite higher forecasts for both inflation and unchanged projections for the unemployment rate and economic growth. 

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FED’S POWELL SAYS IT’S ‘TOO SOON TO KNOW’ IRAN WAR’S IMPACT ON ECONOMY

“Essentially, the forecast is that we will be making some progress on inflation, not as much as we had hoped, but some progress on inflation,” Powell said. “It should come as we start to see in the middle of the year progress on tariffs going through once and then tariff inflation coming down. We should be seeing that.”

Federal Reserve Governor Michelle Bowman

Federal Reserve Vice Chair for Supervision Michelle Bowman, like Fed Chair Jerome Powell, said it’s too soon to tell how the Iran war will impact the U.S. economy. (Al Drago/Bloomberg via Getty Images)

The latest rate decision comes amid a softening labor market and growing uncertainty over the war in Iran. Similar to Powell, Bowman said it’s too soon to know how the conflict in the Middle East will affect the U.S. economy.

CLICK HERE TO GET FOX BUSINESS ON THE GO

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“I think it’s too early to tell what the longer-term imprint will be on U.S. economic activity and how we should think about that in terms of our longer-term economic forecast and how we should think about that in terms of our FOMC meetings and any rate changes that we might make as a result of economic evolution going forward.”

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Ollie’s Bargain Outlet Holdings, Inc. (OLLI) Q4 2025 Earnings Call Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Ollie’s Bargain Outlet Holdings, Inc. (OLLI) Q4 2025 Earnings Call March 12, 2026 8:30 AM EDT

Company Participants

John Rouleau
Eric van der Valk – President, CEO & Director
Robert Helm – Executive VP & CFO

Conference Call Participants

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Peter Keith – Piper Sandler & Co., Research Division
Charles Grom – Gordon Haskett Research Advisors
Matthew Boss – JPMorgan Chase & Co, Research Division
Steven Shemesh – RBC Capital Markets, Research Division
Steven Zaccone – Citigroup Inc., Research Division
Katharine McShane – Goldman Sachs Group, Inc., Research Division
Anthony Chukumba – Loop Capital Markets LLC, Research Division
Simeon Gutman – Morgan Stanley, Research Division
Joshua Young – Truist Securities, Inc., Research Division
Jeremy Hamblin – Craig-Hallum Capital Group LLC, Research Division
Edward Kelly – Wells Fargo Securities, LLC, Research Division

Presentation

Operator

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Good morning, and welcome to Ollie’s Bargain Outlet’s Conference Call to discuss financial results for the fourth quarter and fiscal year 2025. Please be advised that this call is being recorded and the reproduction of this call in whole or in part is not permitted without the express written authorization of Ollie’s. I would now like to introduce our host for today’s call, John Rouleau, Managing Director of Corporate Communication and Business Development for Ollie’s. John, please go ahead.

John Rouleau

Good morning. Thank you, everybody. We appreciate your time and participation. Joining me on today’s call from Ollie’s are Eric van der Valk, President and Chief Executive Officer; and Robert Helm, Executive Vice President and Chief Financial Officer. Following their prepared remarks, we will open the call for questions. To ensure that everyone has the opportunity to participate, we ask that you limit yourself to one question. For additional questions, please reenter the queue.

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Finally, let me remind you that certain comments made on today’s call may constitute forward-looking statements, and these are made pursuant to and within

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‘ARIRANG’ Album, Seoul Concert and Global Tour

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Shares in the management agency behind K-Pop band BTS plunged 27 percent after the group announced they were taking an indefinite break

SEOUL — BTS made their long-awaited full-group return in March 2026 with the release of their fifth studio album ARIRANG on March 20, marking the end of a hiatus that began in 2022 due to mandatory military service. The comeback, announced progressively since mid-2025, has ignited massive excitement among ARMY worldwide, with a free livestreamed concert in Seoul on March 21, a Netflix partnership and an 82-date world tour kicking off in April.

Shares in the management agency behind K-Pop band BTS plunged 27 percent after the group announced they were taking an indefinite break

Here are 10 essential things to know about BTS’s historic 2026 comeback as of March 21:

  1. Full OT7 Reunion After Military Service All seven members — RM, Jin, Suga, J-Hope, Jimin, V and Jungkook — completed their mandatory South Korean military duties by June 2025, with Suga as the final member discharged. The group reunited in the studio shortly after, recording ARIRANG from July to November 2025. This marks their first group album in over three years and their first full activities together since the 2022 hiatus announcement.
  2. Album Release: ‘ARIRANG’ Drops March 20 BTS’s fifth Korean-language studio album (tenth overall) was released March 20, 2026, via Big Hit Music/HYBE. The 14-track project, titled after Korea’s beloved folk song “Arirang,” embodies the group’s Korean roots and identity. Lead single “Swim” highlights the album, with other tracks including “Body to Body,” “Hooligan,” “Aliens,” “FYA,” “2.0,” interlude “No. 29,” “Merry Go Round,” “Normal,” “Like Animals,” “they don’t know ’bout us,” “One More Night,” “Please” and “Into the Sun.” Pre-orders opened January 16, 2026, with global sales surging.
  3. Comeback Live Concert in Seoul on March 21 BTS performed their first group concert in years at Gwanghwamun Square, a historic Seoul landmark symbolizing Korean heritage. The free event, titled “BTS THE COMEBACK LIVE | ARIRANG,” streamed live on Netflix at 8 p.m. KST (7 a.m. ET). Expected to draw tens of thousands in person and millions online, it featured songs from the new album and served as a preview for the upcoming tour.
  4. Netflix Partnership Brings Global Access The comeback includes a major Netflix deal. The March 21 concert streamed free for subscribers worldwide. A documentary, “BTS: THE RETURN,” premiering March 27 on Netflix, chronicles the group’s journey back together, including military experiences, reunions and album preparation. This marks BTS’s continued expansion into streaming content.
  5. World Tour ‘ARIRANG’ Spans 34 Cities, 82 Shows Announced alongside the album, the “BTS WORLD TOUR ARIRANG 2026-2027” launches April 9 in Goyang, South Korea, visiting 34 cities across continents through March 2027 for 82 concerts. Tickets sold out rapidly for announced dates, with Singapore among early confirmed stops. The tour promises stadium-scale productions showcasing new material.
  6. Symbolic Title and Themes “ARIRANG” draws from Korea’s traditional folk song, symbolizing longing, resilience and unity. HYBE described it as capturing BTS’s origins and current message. The album blends Korean identity with global sounds, reflecting growth from solo projects and service experiences.
  7. First Single and Promotions “Swim” serves as the lead track, available for preorder ahead of the full release. Early promotions included Weverse lives, tracklist reveals and member interviews. RM emphasized in a GQ feature that reunion joy drives the comeback, focusing on connecting with fans worldwide.
  8. Economic and Cultural Impact The comeback boosted South Korea’s tourism, with March foreign arrivals rising 32.7% amid fan influxes for the Seoul concert. Analysts predict a major lift for K-pop and the economy, with sold-out tours and streaming deals amplifying BTS’s global influence.
  9. Late-Night TV Appearances BTS returned to U.S. television with back-to-back episodes of “The Tonight Show Starring Jimmy Fallon” on March 25-26, featuring interviews and performances — their first group appearance since 2021.
  10. Fan Reactions and Future Outlook ARMY celebrated the return with emotional social media posts, trending hashtags and massive streaming numbers. The comeback signals a new chapter, with potential for more music, collaborations and activities as the group balances group and solo endeavors.

BTS’s 2026 resurgence reaffirms their status as K-pop’s biggest act, blending heritage with innovation after years apart. As the world tour unfolds and content rolls out, fans worldwide anticipate sustained momentum from the septet.

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