QAV America Light update - 02 November 2026. Happy Monday (Australian time), QAV America. And welcome to all of its new members. Market this week (S&P 500). The S&P 500 fell 0.57% over the five trading sessions to Friday 30 October 2026, closing at 7,580.07: * 28 October: The Federal Reserve voted 10 to 2 to hold the federal funds rate target range at 3.75 to 4 percent, with Governors Lisa D. Cook and Beth M. Hammack dissenting in favor of a quarter-point increase; the FOMC statement noted that inflation remains elevated and upgraded its description of economic activity from solid to strong. (www.federalreserve.gov; www.federalreserve.gov) * 29 October: The Bureau of Economic Analysis released September personal consumption expenditures data showing the core PCE price index, which excludes food and energy, rose to 3.1 percent year on year from 3.0 percent in August, remaining well above the Fed's 2 percent target. (www.bea.gov; www.cnn.com) * 30 October: The Nasdaq Composite fell 747.73 points, or 2.9 percent, to close at 25,437.00 on October 30, its largest one-month decline since March 2025, driven by a broad tech sell-off on concerns that AI-related capital spending had pushed valuations too high. (finance.yahoo.com; www.washingtontimes.com) All the best, Cameron Portfolio update. For All Time, its QAV America Light portfolio is at +7.61% against the S&P 500 at +10.20%, 2.59 percentage points behind the market. Beating the market over the long term is the goal. What moved in its US Light portfolio this week. PBR (Petroleo Brasileiro SA Petrobras): -15.7% over one week. TEO (Telecom Argentina SA): -17.8% over one week. On 14 October 2026, Telecom Argentina's board formally accepted Metrotel's US$450 million offer for roughly 6 million mobile customers and associated network assets, filing notice with the SEC the same day. The divestiture, a condition regulators attached to TEO's US$1.245 billion acquisition of Telefónica's Argentine unit, permanently strips a significant slice of its mobile subscriber base, and the market appears to have repriced the stock accordingly. Source 1 Source 2 PBI (Pitney Bowes): -6.0% over one week. PBI reported Q3 2026 adjusted EPS of $0.42 (up 35%) on 28 October and raised its free-cash-flow guidance midpoint, citing a Presort volume windfall after competitor PCI's market exit. However, on the 29 October earnings call management flagged a $60,$80 million SendTech revenue headwind for 2027 and CEO Kurt Wolf ruled out a sustainable return to 30%-plus Presort margins, souring sentiment despite the beat and dragging the stock roughly 6% lower over the week. Source 1 Source 2 Source 3 OPRT (Oportun Financial): +7.6% over one week. Business context: Oportun confirmed on 20 October 2026 that it will release Q3 2026 results on 3 November, after market close. In Q2 2026, the company beat adjusted EPS consensus by 27%,reporting $0.42 versus $0.33 expected,with Adjusted EBITDA of $49 million up 56% year-on-year and its 30-plus-day delinquency rate hitting its lowest level since Q4 2021. The Q3 result is the next test of whether improving credit quality and lower funding costs are sustaining that trajectory. Source 1 Source 2 Drill down into the widget above to see different timeframes, or visit its live portfolio page. Sells. This section is for QAV Club Members only. If you're already a QAV Club member and seeing this message, please login via the top menu. If you're a QAV Light member who wants to upgrade to QAV Club, go to your Account page (see Footer) and upgrade from there. Buys. This section is for QAV Club Members only. If you're already a QAV Club member and seeing this message, please login via the top menu. If you're a QAV Light member who wants to upgrade to QAV Club, go to your Account page (see Footer) and upgrade from there. ** Please remember to review its Buying Guidelines to understand which cap bands you should be looking at and other important considerations. DISCLOSURE FOR NEW MEMBERS If you're new to QAV Light, here's a quick reminder on how it works. * QAV America send you an email every Monday advising which stocks QAV America is adding to its Light portfolio. * You can copy its trades, but please remember to review its Trading Guidelines to understand which cap you should be looking at and other important considerations. And consult a financial planner before making any decisions. * QAV America don't recommend that you add stocks which are already in its portfolio. Their position on its buy list might have changed since QAV America recommended them. Just start with the stocks recommended after you become a member. * If one of the stocks QAV America add breaches one of its sell conditions, QAV America will sell it from its portfolio and you'll get an email advising of the trade. Again, you can copy its trades, but seek financial advice before making any decisions. And please check your Rule #1 price (see Trading Guidelines). * If you come across any QAV terminology that you don't understand (eg Rule 1, 3PTL, Possibles, etc), please review its terminology guide or just email QAV America for clarification. That's it for today! If QAV America decide to buy or sell something, QAV America'll let you know.

Pitney Bowes Inc. (NYSE:PBI) to issue dividend increase - $0.10 per share. October 29, 2026 Key points. * Pitney Bowes will raise its quarterly dividend to $0.10 per share, a 900% increase from $0.01. The annualized dividend is $0.40 per share, with a 2.3% yield; shareholders of record on November 16 will be paid December 8. * The dividend appears financially supported, with a current payout ratio of 31% and an expected future payout ratio of 21.5% based on projected earnings of $1.86 per share. * Pitney Bowes reported quarterly EPS of $0.42, beating analysts' $0.36 estimate, while revenue of $456.18 million fell slightly short of expectations and declined 0.8% year over year. * Five stocks we like better than Pitney Bowes. Pitney Bowes Inc. (NYSE:PBI - Get Free Report) announced a quarterly dividend on Wednesday, October 28th. Investors of record on Monday, November 16th will be paid a dividend of $0.10 per share by the technology company on Tuesday, December 8th. This represents a $0.40 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Monday, November 16th. This is a 900.0% increase from Pitney Bowes's previous quarterly dividend of $0.01. Pitney Bowes has increased its dividend by an average of 0.1% annually over the last three years and has increased its dividend annually for the last 1 consecutive years. Pitney Bowes has a payout ratio of 31.0% indicating that its dividend is sufficiently covered by earnings. Equities research analysts expect Pitney Bowes to earn $1.86 per share next year, which means the company should continue to be able to cover its $0.40 annual dividend with an expected future payout ratio of 21.5%. Pitney Bowes trading up 0.7%. NYSE:PBI opened at $17.41 on Thursday. Pitney Bowes has a 1-year low of $8.95 and a 1-year high of $19.07. The business's 50-day moving average price is $16.93 and its two-hundred day moving average price is $14.75. The firm has a market capitalization of $2.39 billion, a price-to-earnings ratio of 14.27, a PEG ratio of 0.70 and a beta of 1.66. * Pitney Bowes NYSE: PBI is Surging, Is it Too Risky? Pitney Bowes (NYSE:PBI - Get Free Report) last posted its earnings results on Wednesday, October 28th. The technology company reported $0.42 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.36 by $0.06. The company had revenue of $456.18 million during the quarter, compared to analyst estimates of $458.24 million. Pitney Bowes had a negative return on equity of 31.37% and a net margin of 10.04%. The company's revenue for the quarter was down .8% compared to the same quarter last year. During the same period in the previous year, the company earned $0.31 EPS. Sell-side analysts predict that Pitney Bowes will post 1.68 earnings per share for the current year. Pitney Bowes company profile. Pitney Bowes Inc NYSE: PBI is a global technology and services company that helps businesses manage mailing, shipping and related communications. Its offerings include postage meters, mailing systems, shipping software, parcel management tools, address and data services, and equipment financing and support. Discover more Invest in Stocks Start Investing Stock Screener Tool The company serves small businesses, large enterprises and government organizations through solutions designed to streamline the preparation, processing and delivery of physical mail and packages. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider Pitney Bowes, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Pitney Bowes wasn't on the list. While Pitney Bowes currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. MarketBeat just released its list of the 7 hottest IPOs expected to hit Wall Street in 2026. See which companies are preparing to go public and why investors are watching closely. Continue following MarketBeat