11 Stocks to Harden Your Portfolio Against Iran Risk
Mark Hulbert’s MarketWatch column identifies 11 stocks that historically generate profits during geopolitical upheavals, including the current Iran conflict, the June Iran bombing, and the early days of Russia’s invasion of Ukraine. The selection is based on empirical performance when market liquidity contracts and investors flee to safety. These equities tend to be resilient in low‑liquidity environments, where market makers widen spreads and price volatility spikes. Hulbert argues that such stocks can act as defensive anchors for portfolios facing geopolitical risk.
SPXT: Ex-Tech S&P 500 ETF Outperforming This Year Has Imperfections, A Hold
ProShares’ S&P 500 Ex‑Technology ETF (SPXT) removes the core GICS IT sector but still holds notable communication‑sector tech stocks, resulting in a risk profile similar to the broader S&P 500. Historical data shows SPXT has underperformed the iShares Core S&P 500 ETF (IVV)...
QDVO: Expensive Underperformer Means This Is A Sell
Amplify CWP Growth & Income ETF (QDVO) aims to blend tech growth with monthly option income, but its total return trails passive rivals like QQQM by about 4% over the past year. The fund offers a 10.63% yield, comparable to...
DVY: Benefits From The Rotation Out Of Tech (Rating Upgrade)
iShares Select Dividend ETF (DVY) has been upgraded to a buy as capital is rotating out of high‑growth tech into value‑oriented sectors, especially utilities. The fund’s heavy utilities weighting positions it to capture earnings from AI‑driven data‑center power demand. Over...
Industries That Stay on My Wish List
Kelly Green outlines two macro‑level wish‑list sectors—travel and tourism and the automobile industry—highlighting their massive market sizes but low dividend yields. Global tourism is valued at $10 trillion in 2025 and could reach $17 trillion by 2035, yet airlines, cruise lines and...
The $500,000 Portfolio To Potentially Pay All Your Bills
The article outlines a $500,000 diversified, income‑focused retirement portfolio designed to cover everyday expenses through high‑quality dividend stocks and inflation‑protected funds. It pairs essential‑spending categories with specific equities and ETFs, aiming for reliable cash flow and market‑matching returns over a...
War Fears Spark Market Panic, but Correction May Be Opening Buying Opportunities: Sunny Agrawal
Geopolitical tensions and rising oil prices triggered a broad market sell‑off, prompting panic‑driven declines in large‑cap Indian stocks. Sunny Agrawal of SBI Capital Markets argues the fall reflects exaggerated risk assumptions rather than weakened fundamentals, leaving valuations attractive for long‑term...
Avoid the Top-Heavy S&P 500 With Equal-Weight ETFs
The article highlights equal‑weight ETFs as a tool to counter the AI‑driven, top‑heavy bias of the S&P 500. It compares Invesco’s S&P 500 Equal‑Weight (RSP), First Trust’s Nasdaq‑100 Equal‑Weight (QQEW) and Invesco’s Russell 1000 Equal‑Weight (EQAL), noting their fee structures, yields and YTD...
Smallcaps Cheaper but Not Cheap Yet: Sonam Srivastava Urges Selective Investing
Small‑cap stocks have corrected sharply, pulling valuations 25‑30% lower, yet many still trade at premium multiples. Sonam Srivastava recommends a selective approach, focusing on sectors with solid earnings visibility such as private‑banking, healthcare, infrastructure‑linked capital goods, IT services and consumer...
These 4 Cybersecurity Stocks Are Wall Street’s Favorite AI-Proof Plays
Wall Street is betting on cybersecurity firms as AI agents expand enterprise traffic. Analysts highlight CrowdStrike, Palo Alto Networks, Cloudflare and Okta as the top AI‑proof plays, citing strong platform capabilities and favorable valuation metrics. The iShares Cybersecurity ETF outperformed...
IYM: A Solid ETF To Capitalize On Gases, Gold, Copper, Other Materials' Blistering Upside
Analyst Komal Sarwar initiates coverage of the iShares US Basic Materials ETF (IYM) with a buy rating, highlighting its 35% total return over the past twelve months. The fund’s targeted exposure to industrial gases, gold, copper and other metals drives outperformance versus peers such...
The Best 3 Consumer Staples Stocks to Buy and Hold for Decades
Consumer staples represent just 5.3% of the S&P 500 but offer defensive characteristics such as low volatility and above‑average dividend yields. The article highlights three buy‑and‑hold candidates: Coca‑Cola Consolidated, Coca‑Cola Europacific Partners, and Keurig Dr Pepper. Both Coca‑Cola bottlers benefit from...
Here's How Much $100 Invested In United States Oil Fund 5 Years Ago Would Be Worth Today
The United States Oil Fund (USO) posted an average annual return of 22.29% over the past five years, outpacing the broader market by 11.45% on an annualized basis. Its market capitalization now sits at $1.88 billion. A $100 stake made five...
Long-Term Stock Investments: Tax Rules and Growth
The article outlines how long‑term stock investing leverages lower capital‑gains taxes, compounding returns, and reduced trading costs to build wealth. Holding assets for more than a year qualifies gains for 0‑15‑20 % rates versus higher ordinary‑income taxes, and a 7 % annual...
These Stocks Will Benefit From AI and an Aging Population, Jefferies Says. They Also Pay Dividends
Jefferies analysts say artificial intelligence and an aging population are creating a powerful tailwind for senior‑housing REITs. They highlight Welltower, which has built a decade‑long data‑science platform, integrated OpenAI, and offers a 1.4% dividend, and American Healthcare REIT, a 2024...
Franco-Nevada May Be the Best Way to Play a Commodity Supercycle
Franco‑Nevada Corp. (FNV) posted a strong fourth‑quarter earnings beat, yet its share price has largely stalled after an initial post‑earnings rally. The royalty‑streaming model lets the company capture upside from gold, silver, platinum‑group metals and a growing portfolio of oil,...
Looking to Insure Your Portfolio? Start With These 3 Stocks
Insurance stocks are gaining attention as defensive assets amid market volatility, thanks to steady premium streams and sizable bond investments. Chubb, Progressive, and Arch Capital each posted strong 2025 results, with record net incomes and combined ratios well below industry...
3 UK Mid-Cap Stocks for Growth and Solidity on the Cheap
Three UK mid‑cap stocks—Tate & Lyle, Hikma Pharmaceuticals and Whitbread—are highlighted as undervalued opportunities. Tate & Lyle has completed a shift to high‑margin specialty ingredients, but U.S. inflation‑driven demand weakness has depressed earnings and driven the share price down. Hikma...
The Baron Capital Blueprint: An Active Solution For True Growth
Baron Capital’s First Principles ETF (RONB) uses a deep‑research, first‑principles framework to identify long‑term growth leaders amid the AI‑driven 2026 market. The fund, managed by Ron, David, and Michael Baron, targets companies with intrinsic value, visionary leadership, and sustainable moats,...
FOF: Blended Portfolio Proven To Yield Long-Term Results
Cohen & Steers Closed‑End Opportunity Fund (FOF) posted a 25.5% total return over the past year and now offers a 7.6% yield with monthly, tax‑efficient distributions. The fund’s blended portfolio—49% equity, 23% commodities, and the remainder in debt—provides diversification that cushions...
3 American Century Funds for Long-Term Growth
American Century Investments, founded in 1958, recommends three mutual funds—BIGRX, ASQIX and ARYVX—for long‑term investors. Each fund holds a Zacks Mutual Fund Rank of #1, reflecting strong buy signals, and posts solid three‑ and five‑year annualized returns. Their expense ratios...
Wells Fargo Upgrades This Discount Retail Chain on Store Growth and Value-Shopping Tailwinds
Wells Fargo upgraded discount retailer Ollie’s Bargain Outlet (OLLI) to overweight and raised its price target to $130, about 24% above the current share price. The upgrade follows a fourth‑quarter report that showed earnings in line with expectations and same‑store...
This Helium Supplier Is a Winner as Middle East Conflict Tightens Supply, Says JPMorgan
JPMorgan upgraded industrial‑gas giant Linde to overweight, raising its price target to $525 from $455, implying roughly a 7% upside. The analyst cites tightening helium supplies after the Middle East conflict, which halted Qatar’s production and constrained ISO‑tank availability. Linde’s...
AI and Economic Moats: Which Stocks Are Most at Risk?
Morningstar’s equity research team reassessed the economic moats of 132 technology‑adjacent companies, downgrading roughly 40 stocks as artificial intelligence erodes traditional competitive advantages. The analysis highlighted moat cuts for enterprise‑software leaders such as Workday, Adobe, Salesforce and ADP, while semiconductor‑design...
Canaccord Lifts Ausgold Price Target to $3.00 After DFS Update
Canaccord Genuity raised its price target for Ausgold Ltd. to $3.00 while keeping a Speculative Buy rating, citing an updated definitive feasibility study for the Katanning Gold Project. The DFS forecasts an average annual production of 121,000 ounces over a...
It’s Not Just What We Own – It’s How We’ve Owned It.
Loomis Sayles emphasizes that true long‑term investing isn’t about dodging market swings but about holding high‑quality companies through them. The Growth Equity Strategies Team outlines a disciplined, differentiated approach to owning great businesses, with performance data current through December 31 2025. The...
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Top 4 Total Market Index Funds for Comprehensive U.S. Equity Coverage
Total‑market index funds give investors a single‑ticket exposure to the entire U.S. equity market, tracking benchmarks like the CRSP Total Market Index or Russell 3000. Vanguard VTSAX, Schwab SWTSX, iShares IWV, and Wilshire WFIVX are highlighted for their low fees, diversification,...
Emerging Market Bulls Rejoicing, But Will It Last?
Emerging‑market indices have outperformed both the MSCI World and the S&P 500 in early 2026, driven by easing inflation, a weaker dollar, and shifting investor sentiment. Forecasts show EM economies growing around 4 % this year, roughly three times the pace of...
Why Investors Won’t Know What to Make of AI for a While
Investors are struggling to price artificial‑intelligence companies because revenue models are still evolving and traditional valuation metrics lag behind rapid adoption. The article argues that AI’s impact is broader than past tech waves, but the market lacks reliable data on...
5 No-Load Mutual Funds With Strong Returns to Watch for 2026
Zacks Investment Research highlights five no‑load mutual funds that combine strong three‑ and five‑year returns with low expense ratios, positioning them as attractive options amid heightened market volatility driven by geopolitical tensions and inflation concerns. The funds—spanning precious metals, semiconductors,...
Looking for Small-Cap Exposure? 3 Top-Ranked Funds to Watch
Investors seeking high‑growth exposure are turning to small‑cap blend mutual funds, which target companies under $2 billion in market value. Zacks highlights three top‑ranked funds—Nuveen Quant Small Cap Equity, Federated Hermes Mid‑Cap Small Cap Core, and Fidelity Small Cap Stock—each holding...
Value + Quality + Cash Flow Is King
Scott Kaufman of The Dividend Kings explained that dividend‑focused ETFs have surged 12% year‑to‑date as investors rotate from high‑growth, AI‑centric stocks to value‑oriented, cash‑flow‑rich companies. He highlighted that many SaaS and growth names are now overvalued, while low‑break‑even oil producers...
Undervalued S&P 500 Stocks For Growth & Income, or Both (Part 2)
The FAST Graphs video series highlights that despite the S&P 500’s overall high valuation, many constituents remain attractively priced. Chuck Carnevale demonstrates how to use earnings yield, dividend yield, and cash‑flow multiples to pinpoint stocks offering growth, income, or both. Companies such...
Texas ETFs: Investing in the Lone Star Economy
Texas' economy reached $2.77 trillion in 2024, added 132,500 jobs in 2025 and now ranks as the world’s eighth‑largest, surpassing nations like Canada and South Korea. The state’s pro‑business environment—no personal or corporate income tax, low operating costs, and 54 Fortune 500 headquarters—has...
Capital Group Private Client Services Inc. Decreases Stock Holdings in VICI Properties Inc. $VICI
Capital Group Private Client Services Inc. sold 342,712 shares of VICI Properties in Q3, reducing its holding to 8,431 shares worth about $275,000, a 97.6% decline. Meanwhile, several hedge funds—including NewEdge Advisors, Woodline Partners, and Savant Capital—expanded their VICI positions,...
RPV: This Pure Value ETF Is A Reliable Player For Uncertain Conditions And Long Term
Invesco’s S&P 500 Pure Value ETF (RPV) earned a buy rating after demonstrating resilience and outperformance in the volatile markets of 2026. The fund posted a 3‑year average total return of 14.3%, trading at 14.4× earnings and 1.5× book value. With...
Vaxart Inc (VXRT) Q4 2025 Earnings Call Transcript
Vertex Pharmaceuticals reported Q4 2025 revenue of $3.2 billion, a 10% quarterly increase, and $12 billion for the full year, up 9% year‑over‑year. Gross margin reached 85.7% and non‑GAAP net income rose 24% to $1.3 billion, underscoring strong profitability. New product...
1 Software Stock to Buy Before It Rebounds 33%, According to Wall Street Analysts
Wix (WIX) has rebounded 50% from its February lows after a sharp 75% decline, driven by a solid fourth‑quarter earnings beat and aggressive AI investments. Analysts now see a further 33% upside, with a median price target of $125 versus...
This AI Server Stock Is Set for a 50% Rally, According to Bernstein
Bernstein upgraded Dell Technologies to an outperform rating, lifting its price target to $220 from $180, implying a 53% upside. The firm highlighted Dell's record AI‑server performance in Q4 FY26, with $9 B in revenue, $34.1 B in orders and a $43 B...
2 Warren Buffett Stocks to Buy Hand Over Fist in March
Warren Buffett‑linked Berkshire Hathaway continues to hold Apple as its top equity, now representing 23% of the portfolio after trimming the stake from a peak of 40%. Apple’s recent partnership with Google’s Gemini AI model gives the tech giant a...
Inflation Has Broken the Steady 60/40 Portfolio. Bank of America Gives Other Ways to Diversify
Bank of America warns that the classic 60/40 portfolio is faltering in 2026 as inflation and stagflation push stocks and bonds into positive correlation, eroding the model’s defensive edge. The iShares Core 60/40 Balanced Allocation ETF has barely moved YTD...
UBS Maintains a Hold Rating on Apple (AAPL) As Shipmments Drop in China
UBS analyst David Vogt kept a Hold rating on Apple (AAPL) with a $280 price target, citing a sharp 37% year‑over‑year drop in iPhone shipments in China for January 2026, down to roughly 2.2 million units. The decline follows a 14%...
Morgan Stanley Likes These Tech Stocks the Most After Its Big Conference
Morgan Stanley’s recent Technology, Media & Telecom conference left analysts with heightened conviction in a select group of tech names. The bank’s top‑conviction picks—Amazon, Nvidia and Western Digital—each carry more than 40% upside based on 12‑month price targets. Analysts highlighted...
Barclays Upgrades Nike to Overweight, Says ‘Worst May Be Behind’
Barclays upgraded Nike (NKE) to an overweight rating, raising its 12‑month price target to $73 from $64. The analyst sees roughly 30% upside, despite the stock being down 12% YTD and 24% over the past year. Barclays cites recent operational...
Campbell Soup Company Is High-Priority for Income Watch Lists
Campbell Soup (CPB) is being flagged as a high‑priority income watch after its dividend yield surged above 6.7% following a steep price drop. The company’s balance sheet remains solid, with debt roughly twice equity and low leverage, allowing continued dividend...
Reviewing Check-Cap (MBAI) & Its Rivals
Check-Cap Ltd. (NASDAQ:MBAI) is a clinical‑stage medical diagnostics firm whose capsule‑based colon screening technology lags its peers on most financial metrics. The company reports a beta of 0.74, indicating lower volatility than the market, but its institutional ownership is only...
Biglari (NYSE:BH) and SSP Group (OTCMKTS:SSPPF) Head to Head Analysis
Biglari Holdings (NYSE:BH) and SSP Group (OTCMKTS:SSPPF) are small‑cap retail/wholesale firms that the article pits against each other across eleven metrics. Biglari generates $395 million in revenue, trades at a 1.86 price‑to‑sales multiple and reports a $37.5 million loss, while SSP boasts...
Janus International Group (NYSE:JBI) and Shimizu (OTCMKTS:SHMUY) Head-To-Head Review
Janus International Group (JBI) outperforms Shimizu (SHMUY) in a head‑to‑head stock review, beating the Japanese builder on nine of fourteen evaluated factors. Janus enjoys a higher analyst consensus rating, a 64% upside target and a lower price‑to‑earnings multiple (14.3x versus...
Lonestar Resources US (OTCMKTS:LONEQ) and Murphy Oil (NYSE:MUR) Head-To-Head Analysis
Murphy Oil outperforms Lonestar Resources US across all evaluated factors in a head‑to‑head comparison. Murphy boasts 78.3% institutional ownership, positive profitability metrics (3.83% net margin, 3.73% ROE, 2.01% ROA) and $2.72 billion revenue with a $0.72 EPS and a 45.28 P/E...
Head to Head Analysis: Ategrity Specialty (NYSE:ASIC) & Presurance (NASDAQ:PRHI)
Ategrity Specialty (ASIC) vastly outperforms Presurance (PRHI) on revenue, earnings and profitability, posting $424 million in gross revenue, $74 million net income and a $1.38 EPS versus Presurance’s $67 million revenue and a loss of $2.19 per share. The NYSE‑listed insurer also enjoys...