SCHG: Excellent High-Quality Growth ETF Comes With Big Short-Term Risks
The Schwab US Large‑Cap Growth ETF (SCHG) manages roughly $49 billion with a low 0.04% expense ratio and holds about 200 high‑quality stocks. While its long‑term track record is strong and it captures the quality factor premium, the fund is down about 10% year‑to‑date. Short‑term headwinds include rising energy prices from the Iran conflict and a slowdown in earnings‑surprise momentum among its top holdings. Analysts still project 23.4% EPS growth, but a second quarter of weak surprises could push the rating from hold to sell.
Here's How Much $100 Invested In FormFactor 10 Years Ago Would Be Worth Today
FormFactor (NASDAQ: FORM) delivered a 29.68% average annual return over the past decade, outpacing the broader market by 17.76% on a yearly basis. The company’s market capitalization now sits at roughly $7.63 billion. A $100 investment made ten years ago would...
What Is an Exchange Fund? Investment Benefits and Risks
Exchange funds, also called swap funds, let high‑net‑worth investors exchange a large, concentrated stock position for a diversified basket of equities without triggering an immediate capital‑gains tax. The vehicle is a private partnership managed by banks or wealth‑management firms and...
More than Half of the S&P 500 Industry Sectors Are in Correction Territory. How Much Longer Until the Index Itself...
The S&P 500 is edging toward correction after a sharp March decline, with more than half of its industry groups already in correction territory. The Dow Jones Industrial Average slipped into correction on Friday, followed a day earlier by the Nasdaq Composite....
Here’s What You Need to Know About Denison Mines (DNN)’s Q4 2025 Earnings
Denison Mines Corp. posted Q4 2025 revenue of $899,530, up 10.43% year‑over‑year and $96,510 above estimates, while earnings per share slipped to a loss of $0.02, missing consensus by $0.01. CEO David Cates announced that the Phoenix ISR uranium mine secured...
This TSX Stock Was a Top Gainer on the Week with a 40% Upside Possible Based on Its Growing Market...
BRP Inc., the maker of Sea‑Doo and Ski‑Doo, posted earnings that highlighted new product rollouts, a 12% year‑over‑year gain in North American market share, and inventory positioned in a "healthy spot," sending the stock up about 9% for the week....
GUT Is Good, But XLU Is Better
The Gabelli Utilities Trust (GUT) is a solid defensive option but falls short of the Utilities Select Sector SPDR Fund (XLU) in risk‑adjusted performance. While GUT offers a slightly higher yield and total return, its higher expense ratio and greater...
2 Stocks I Plan to Hold for the Next 20 Years
The article recommends holding two healthcare stocks—Johnson & Johnson (JNJ) and Vertex Pharmaceuticals (VRTX)—for the next 20 years. It highlights JNJ’s diversified drug and device portfolio, dividend‑king status, top‑tier credit rating, and wide moat that protect it from patent cliffs....
While the S&P 500 Falls, This $7 Stock Quietly Looks Like a Steal
SoundHound AI’s shares have slumped 71% since October, trading below $7, while the company’s revenue doubled in 2025 and it secured over 100 new contracts in Q4. The AI voice‑assistant firm remains cash‑rich with $248 million on hand and no debt,...
Rising Treasury Yields Are Spooking Investors: Should Buy-and-Hold Investors Care?
The 10‑Year Treasury yield, which peaked above 5% in late 2023, has rebounded to roughly 4.4% after a dip to 3.8% in August 2024, reflecting lingering inflation and geopolitical risks. The Federal Reserve has held rates steady this year, but...
EPS: A Quality ETF Based On An Earnings-Weighted Approach, But A Hold For Now
WisdomTree U.S. Large‑Cap ETF (EPS) employs an earnings‑weighted approach that tilts toward mega‑cap technology and communication services, giving the fund a quality‑growth profile. The ETF trades at roughly a 10% price‑to‑earnings discount to the Russell 1000, reflecting its high‑margin, high‑growth holdings....
Franklin Templeton on International Dividends & the Search for Income
At the Exchange conference, Franklin Templeton highlighted the growing appeal of international dividend strategies as a counterbalance to the U.S. tech‑centric market. Todd Mathias outlined three low‑overlap ETFs—DIVI, LVHI and XIDV—designed to deliver income, low volatility, and high yield through...
How Geopolitics and AI Are Influencing Today’s Financial Markets
Jeremy Siegel, emeritus professor at Wharton and senior economist at WisdomTree, says the ongoing Iran conflict, Federal Reserve policy, and rapid AI adoption are reshaping market dynamics. He warns that heightened geopolitical risk is pressuring equity valuations while the Fed’s...
How a Conflict Can Highlight Long-Term Investment Opportunities
U.S. stocks slipped further on Friday after President Donald Trump announced a pause to the planned attack on Iran’s energy infrastructure, pushing the S&P 500 down 5.4% year‑to‑date. Analysts warn the conflict could linger, creating recurring market volatility through the midterm...
Broker’s Call: Black Buck (Buy)
Elara Capital initiates coverage on Black Buck (formerly Zinka Logistics) with a Buy rating and a DCF target of ₹814 (~$9.8) per share, up from the current ₹589.05 (~$7.1). The company’s core payments and telematics business, which contributed 92% of...
KRBN: Updated Thoughts On Global Carbon Allowances
Krane Shares Global Carbon ETF (KRBN) continues to be a strong hedge and diversifier for portfolios with energy exposure. The fund tracks the S&P Global Carbon Credit Index, allocating roughly 60% to EU allowances, 25% to California credits, and the...
Top Stock Picks of 2026: Colgate-Palmolive
Colgate‑Palmolive (NYSE: CL) is highlighted as a top 2026 pick, trading near the $75 support that aligns with a 128‑month bullish trend channel. Technicals show a 38.2% Fibonacci retracement and strong options activity, with call‑to‑put ratios above 2 on major...
KB Home's Earnings Slump Puts Dividends and Buybacks at Risk
KB Home reported a sharp earnings decline in Q1 2026, with revenue dropping 23% to $1.07 billion and GAAP earnings falling 65% YoY to $0.52 per share, missing consensus estimates. The slowdown has pressured capital returns, slashing share buybacks by 75%...
ACME Solar Shares Rally 6% on Brokerage Optimism, Investec Sees over 18% Upside Potential
ACME Solar shares surged about 6% after brokerages initiated coverage with buy ratings. Investec set a target price of ₹319 (≈$3.8), implying roughly 18% upside from the closing price of ₹269.41 (≈$3.2). The firm’s focus on firm and dispatchable renewable...
BYD’s Profit Slump Shows China’s EV Downturn Is Far From Over
Chinese EV giant BYD reported its third consecutive quarter of disappointing earnings, confirming a deepening profit slump. Chairman Wang Chuanfu warned that the Chinese electric‑vehicle market faces further pain as competition intensifies. He described the sector as entering a "knockout...
The Maker of This Viral Bottled Water Brand Is Set to Rally, Jefferies Says
Primo Brands, the owner of viral bottled‑water label Saratoga Spring, was upgraded by Jefferies from hold to buy with a new $25 price target, implying about 40% upside. The firm projected FY2026 adjusted EBITDA of $1.485‑$1.515 billion, which analysts deem conservative...
Alphabet Will Surge 40% as Google Becomes an AI Leader, Wells Fargo Says
Alphabet's stock could climb 40% as Wells Fargo upgrades its outlook, raising the price target to $397 and maintaining an overweight rating. The bank cites Google’s AI leadership, highlighted by its partnership with Anthropic to deploy over a gigawatt of...
Quiet BNY and Northern Trust Reward Patient Investors
BNY Mellon reported a record 2025 net income of about $5.3 billion, driving a nearly 40% share price increase and returning over $5 billion to shareholders through dividends and buybacks. Northern Trust posted solid revenue growth and a 2.5% dividend yield, though...
Barry FitzGerald: Looking for Upside in the Oil Crisis? Find It in ASX Lithium Stocks
A surge in petrol and diesel prices caused by the Strait of Hormuz blockade is creating a tailwind for lithium demand, especially from electric‑vehicle (EV) buyers seeking to avoid record fuel costs. Macquarie’s research now expects the global lithium market...
Canaccord Genuity Group Lowers TELA Bio (NASDAQ:TELA) Price Target to $2.00
Canaccord Genuity lowered its price objective for TELA Bio (NASDAQ:TELA) from $4.00 to $2.00 while maintaining a buy rating, implying a potential upside of about 168% from the stock’s $0.75 close. The consensus among analysts is a hold rating with...
Steel Dynamics (NASDAQ:STLD) Coverage Initiated at KeyCorp
KeyCorp has initiated coverage of Steel Dynamics (NASDAQ:STLD) with an overweight rating and a $190 price target, implying roughly a 9% upside from the recent close of $174.42. The brokerage’s outlook joins a mixed set of analyst opinions, leaving the...
Cantor Fitzgerald Issues Pessimistic Forecast for Zillow Group (NASDAQ:ZG) Stock Price
Cantor Fitzgerald lowered its Zillow Group price target to $46 from $56, maintaining a neutral rating, while other analysts also trimmed their targets, leaving an average consensus of $77.05 and a Hold rating. The stock opened at $42.04, near its...
Barclays Boosts Privia Health Group (NASDAQ:PRVA) Price Target to $25.00
Barclays raised its price objective for Privia Health Group (NASDAQ:PRVA) from $23 to $25, implying roughly a 24% upside. The stock posted a 1.8% decline to $20.18, while recent earnings showed a $0.25 EPS beat and a 17.4% revenue increase...
Strata Critical Medical (NASDAQ:SRTA) Coverage Initiated at Craig Hallum
Research analysts at Craig Hallum initiated coverage on Strata Critical Medical (NASDAQ: SRTA) with a Buy rating. They set a price target of $8.00, implying roughly 88% upside from the current $4.25 share price. B. Riley Financial issued a concurrent...
Financial Analysis: Galectin Therapeutics (NASDAQ:GALT) & Phio Pharmaceuticals (NASDAQ:PHIO)
Phio Pharmaceuticals (NASDAQ:PHIO) and Galectin Therapeutics (NASDAQ:GALT) are small‑cap biotech stocks compared across nine investment factors. Phio enjoys stronger institutional backing (57% vs 12%) and a higher consensus target price of $14, implying over 1,000% upside, while Galectin’s target is...
Financial Analysis: Quaint Oak Bancorp (OTCMKTS:QNTO) & Shore Bancshares (NASDAQ:SHBI)
Shore Bancshares (NASDAQ:SHBI) outperforms Quaint Oak Bancorp (OTCMKTS:QNTO) across virtually all evaluated metrics. Shore delivers a 2.6% dividend yield with a modest 27% payout ratio, while Quaint Oak’s 1.0% yield is backed by a 133% payout, raising sustainability concerns. Profitability...
The Big Problem with UK Investment Trusts
UK investment trusts, a £250bn (≈$317bn) market, face chronic discounts of 20‑40% to net asset value, eroding investor confidence. The article attributes the discount to entrenched external managers and fee structures that reward assets under management rather than performance. Ben...
Fidelity Select Health Care Portfolio Q4 2025 Commentary
Health‑care stocks surged 11.47% in Q4 2025, the strongest sector gain in the S&P 500, while the Fidelity Select Health Care Portfolio (FSPHX) posted an 11.10% return, slightly trailing the MSCI health‑care index. The fund’s underperformance stemmed from an underweight position...
J. M. Smucker: Punishment For Past Mistakes Shouldn't Last Forever (Rating Upgrade)
J.M. Smucker is entering fiscal 2026 with another year of asset impairments and continued under‑performance, leaving its stock down 21% over the past five years. Despite a portfolio of iconic spreads, pet‑food, coffee and baked‑goods brands, recent capital‑allocation missteps have...
Special Dividends Are Not Quite Enough To Make Bnccorp Appealing
BNCCorp (BNCC) remains on a Hold rating as analysts flag overvaluation despite a track record of sizable special dividends. The stock trades at a 13.9‑times price‑to‑earnings multiple and a PEG ratio of 1.3, both above sector averages, indicating stretched valuation....
John Hancock Classic Value Fund Q4 2025 Commentary
John Hancock Classic Value Fund outperformed the Russell 1000 Value Index in Q4 2025, driven by strong gains in consumer discretionary, financials, and consumer staples. Dollar General emerged as the top contributor, delivering robust same‑store sales and margin expansion. Despite quarterly outperformance, the...
This Is 'Planting Season' In the Market: Dale Smothers
RDS Wealth president Dale Smothers told viewers on Fox Business’s “Making Money” that the market is entering a “planting season.” He highlighted that strong earnings growth in large‑cap technology companies is creating value‑play opportunities. Smothers urged investors to focus on...
These Inflation-Protected Plays Can Help Investors Manage the Impact of Higher Prices
Geopolitical tension from the Iran‑U.S. conflict has driven Brent crude up roughly 50% and WTI 41%, reigniting inflation fears across markets. Fixed‑income experts point to Treasury Inflation‑Protected Securities (TIPS) as a primary hedge, with inflation‑linked bond ETFs pulling about $600 million...
BDJ: Strong Long-Term History, Quality Holdings, And Good Z-Score Make This A Buy
BlackRock Enhanced Equity Dividend Trust (BDJ) delivers an 8.5% distribution yield while trading at a 7% discount to NAV, with a three‑month Z‑score of –2.3 indicating undervaluation. The fund’s large‑cap equity portfolio, enhanced by a 50% call‑overwriting strategy, has generated...
Cramer Says Meta Is Not the New Tobacco, Warns Against Selling over Social Media Court Rulings
Meta Platforms faced two jury verdicts this week, a $6 million award in California and a $375 million civil judgment in New Mexico, sending the stock down more than 8% after the rulings and leaving it the worst‑performing megacap tech stock in March...
This Preferred ETF Deserves Preferential Treatment
Investors seeking lower equity volatility and higher income are turning to preferred‑stock ETFs, with VanEck's Preferred Securities ex Financials ETF (PFXF) emerging as a standout. The $2.12 billion fund excludes financial‑sector preferreds, focusing on industrials, REITs, and utilities, and currently offers...
XUDV Refreshes for Yield & Tech-Light Exposure
Franklin Templeton’s U.S. Dividend Booster Index ETF (XUDV) completed its March 24, 2026 quarterly rebalance, swapping 13 holdings in the VettaFi New Frontier U.S. Dividend Select Index. The fund added semiconductor and hardware names such as Micron, Western Digital, Seagate and Lumentum...
Buying The GLTR ETF During The Current Price Weakness (Upgrade)
Andrew Hecht upgrades the Aberdeen Physical Precious Metals Basket Shares ETF (GLTR) to a Strong Buy as metal prices retreat from January 2026 highs. Gold, silver, platinum and palladium have fallen 27%‑50% but retain long‑term bullish momentum. GLTR provides diversified...
2 No-Brainer Dividend Stocks to Buy in 2026
Costco Wholesale and Cintas Corp. are highlighted as top dividend picks for 2026, each boasting multi‑decade streaks of annual payout hikes. Costco’s 23‑year record and a modest 35% payout ratio stem from its cash‑rich membership model, while Cintas has raised...
EWC: Canadian Stocks Can Keep On Delivering
The iShares MSCI Canada ETF (EWC) has posted strong returns since the analyst’s mid‑2025 buy rating, confirming the appeal of non‑U.S. equity exposure. Its focus on large and mid‑cap Canadian companies, especially in resources and financials, has driven performance. A...
FDD: An Ambivalent Perspective On The High Yielders Of Europe
The First Trust STOXX European Select Dividend Index Fund (FDD) targets 30 high‑yield European stocks, emphasizing a 60% dividend payout ratio and five‑year dividend growth. While its dividend yield looks attractive against global peers, it falls short of the fund’s own historical benchmarks. The portfolio...
Nucor Was Just Upgraded to Buy by UBS With $190 Price Target
UBS upgraded Nucor Corp. (NYSE:NUE) to Buy, raising its price target to $190 from $184, citing a recent pullback as an attractive entry point. The steelmaker’s shares have slipped about 7.6% over the past month, trading near $166, but remain...
AI Humanoid Robots Will Soon Invade Our Economy. Jefferies Gives Stocks to Play the Coming Wave
Jefferies predicts a decade‑long boom in humanoid robots, driven by an aging workforce, shrinking interest in manufacturing jobs, and rapid AI‑semiconductor advances. The firm highlights five equities poised to benefit: Tesla, which is pivoting to humanoid production and retains a...
This Stock’s Downgrade Shows How the Iran War Will Hit Home
J.P. Morgan downgraded Scotts Miracle‑Gro to neutral, citing rising raw‑material costs tied to the Iran war. The broker trimmed its price target to $67, a 1% dip below the latest close, and cut the FY2027 EPS forecast to $4.35. Commodity...
Investing in Energy’s ‘Anti-Fragile’ Future
S2G Investments, led by managing director Bala Nagarajan, is targeting "anti‑fragile" energy companies that succeed on pure economics rather than relying on federal tax credits. The firm highlighted Aerones, a robot‑based wind‑turbine blade repair startup, as a model of cost‑effective,...