3 Top Stocks Crushing Q3 Earnings With Strong 2024 GuidancePayoneer Global (NASDAQ:PAYO) reported what management described as a strong start to 2026, highlighted by accelerating revenue growth excluding interest income, a sharp increase in B2B volumes, and expanding profitabilit
3 Top Stocks Crushing Q3 Earnings With Strong 2024 GuidancePayoneer Global (NASDAQ:PAYO) reported what management described as a strong start to 2026, highlighted by accelerating revenue growth excluding interest income, a sharp increase in B2B volumes, and expanding profitabilit
Eoneren/iStock via Getty Images In the past, I have rated the JPMorgan Nasdaq Equity Premium Income ETF ( JEPQ ) as a Hold at best, both overall and relative to several alternative overwrite ETFs, because it does not seem to capture upsides very well despite moderate option writing (instead of full and aggressive covered call writing). I have offered a few lesser known alternatives in the past too...
Eoneren/iStock via Getty Images In the past, I have rated the JPMorgan Nasdaq Equity Premium Income ETF ( JEPQ ) as a Hold at best, both overall and relative to several alternative overwrite ETFs, because it does not seem to capture upsides very well despite moderate option writing (instead of full and aggressive covered call writing). I have offered a few lesser known alternatives in the past too (like TDVI and QYLG) to address this specific concern of upside capture. Over the past 6 months, markets have entered a phase where we are increasingly seeing flat phases or volatile return trips - as macro uncertainties and headline shocks are driving corrections overnight (or in a relatively compressed period of days) and an equally sharp intraday (or a few days) liquidity driven recovery is bringing the NDX back to bull territory. The net move is anyway slower than we saw in 2025 (when growth stocks were rerating) as earnings are being digested in growth stocks without further significant multiple expansion. In the current environment, I feel the need of the hour is to look for a strategy that can both overwrite portfolios aggressively and maximize income in a slower market, but remain agile enough to capture reversals when they happen. Which is why a combination of Global X NASDAQ 100 Covered Call ETF ( QYLD ) and Roundhill Innovation 100 0DTE Covered Call Strat ETF ( QDTE ) makes a better income and total return case than JEPQ's middle ground. This combination is not only more aggressive in terms of income generation, but remains more open to reversals than a partially overwritten portfolio like JEPQ. QDTE For Reversals and Full Overwrite I had last written about QDTE in November last year. I had upgraded it to a Buy because it was not merely mirroring the NDX trajectory - its structural setup was leading to outperformance during rallies, while still holding up reasonably well in corrections. The advantages of the 0DTE strategy were rapid option re-positioning dependi...
Minnesota Democrats Unanimously Vote To Protect Rep. Ilhan Omar... And Dead Voters Authored by Eric Utter via AmericanThinker.com, Minnesota Senate Democrats recently voted - unaminously - against removing deceased persons from the state’s voter rolls. This tracks with the fact that almost 100% of dead people vote for Democrats, making them Democrats’ most loyal voting bloc, even surpassing that o...
Minnesota Democrats Unanimously Vote To Protect Rep. Ilhan Omar... And Dead Voters Authored by Eric Utter via AmericanThinker.com, Minnesota Senate Democrats recently voted - unaminously - against removing deceased persons from the state’s voter rolls. This tracks with the fact that almost 100% of dead people vote for Democrats, making them Democrats’ most loyal voting bloc, even surpassing that of serial killers. (This may explain why, historically, Democrat gerrymandering seems designed to encompass as many cemeteries as possible. O.K., that is just an unfounded assertion, but it seems likely, does it not?) The dead — and serial killers — are groups that vote heavily for Democrats? Talk about a symbiotic relationship! The latter provide the former! Genius! Kismet! This after they also voted — unanimously -- against an oversight committee effort to compel Rep. Ilhan Omar to testify after she missed a deadline to provide documents to the committee investigating the Somali fraud rampant in the North Star State. So the multi-millionaire or poverty-stricken representative ( take your pick ) from Somalia escapes a subpoena , at least for now. It is obvious that Democrats in Minnesota are as wedded to fraud as Ilhan once was to her brother. And for the same reason: they will do whatever it takes to attain and retain power, so help them Allah. They share the same goals as well, at least for now: to fleece law-abiding taxpayers out of as much money as possible, so as to line their own pockets -- and the pockets of those who help them attain and retain power. In a sane country, at a sane moment in time, this would be considered an unethical, unacceptable, unconstitutional, illegal, and treasonous misuse of power, one that spits in the face of a representative democracy. Here today? Meh . Not good, but let’s not fly off the handle like our founders did. Tolerance and empathy, you see. Democrats want as many illegals in the country as possible, because they vote for Democrats...
Back in the 1980s and 1990s, every community had a local sneaker shop that sold all the major brands. These stores provided a necessary service because while you could buy sneakers at mall-based stores and department stores, those retailers lacked the one-on-one service offered at the local level. ...
Back in the 1980s and 1990s, every community had a local sneaker shop that sold all the major brands. These stores provided a necessary service because while you could buy sneakers at mall-based stores and department stores, those retailers lacked the one-on-one service offered at the local level. ...
The wheat complex is trading with gains across the three markets on Friday. Chicago SRW futures are up 4 to 7 cents higher to round out the week. KC HRW futures are 4 to 9 cents in the green so far on Friday. MPLS spring wheat is trading with 5...
The wheat complex is trading with gains across the three markets on Friday. Chicago SRW futures are up 4 to 7 cents higher to round out the week. KC HRW futures are 4 to 9 cents in the green so far on Friday. MPLS spring wheat is trading with 5...
Live cattle futures are showing 97 cents to $1.85 losses across most contracts on Fruday. Cash trade has mostly been $256-260 so far this week, with southern action $256-258 and northern trade at $258-260. A few dressed bids are being reported at $405. Feeder cattle futures are 95 cents to...
Live cattle futures are showing 97 cents to $1.85 losses across most contracts on Fruday. Cash trade has mostly been $256-260 so far this week, with southern action $256-258 and northern trade at $258-260. A few dressed bids are being reported at $405. Feeder cattle futures are 95 cents to...
Corn futures are trading with 3 to 5 cent gains most contracts on Friday. The CmdtyView national average Cash Corn price is up 4 ¼ cents to $4.30. USDA’s Export Sales data has marketing year corn export commitments at 77.063 MMT, a 28% increase from the same period last year....
Corn futures are trading with 3 to 5 cent gains most contracts on Friday. The CmdtyView national average Cash Corn price is up 4 ¼ cents to $4.30. USDA’s Export Sales data has marketing year corn export commitments at 77.063 MMT, a 28% increase from the same period last year....
Cotton futures are trading with 140 to 155 points in the green on Friday. The US dollar index is $0.139 lower at $97.805. Crude oil is up $1.03 at 95.84 at midday. USDA’s Export Sales report now has cotton sale commitments at 10.82 million RB, which is 1% below the...
Cotton futures are trading with 140 to 155 points in the green on Friday. The US dollar index is $0.139 lower at $97.805. Crude oil is up $1.03 at 95.84 at midday. USDA’s Export Sales report now has cotton sale commitments at 10.82 million RB, which is 1% below the...
Lean hog futures are mixed, with contracts up 40 to 60 cents at midday. USDA’s national base hog price was not reported on Thursday morning due to thin trade, with the 5-day rolling average at $95.11. The CME Lean Hog Index was back down 17 cents on May 6 at...
Lean hog futures are mixed, with contracts up 40 to 60 cents at midday. USDA’s national base hog price was not reported on Thursday morning due to thin trade, with the 5-day rolling average at $95.11. The CME Lean Hog Index was back down 17 cents on May 6 at...
Construction of a new nuclear power plant can take five years or longer, according to the U.S. Energy Information Administration (EIA). That doesn't consider that the U.S. Nuclear Regulatory Commission (NRC) application review process can take up to five years, according to the EIA. In comparison, small modular reactors (SMRs) can theoretically be developed at a lower cost and be up and running fa...
Construction of a new nuclear power plant can take five years or longer, according to the U.S. Energy Information Administration (EIA). That doesn't consider that the U.S. Nuclear Regulatory Commission (NRC) application review process can take up to five years, according to the EIA. In comparison, small modular reactors (SMRs) can theoretically be developed at a lower cost and be up and running faster than traditional reactors. While SMR technology has yet to be commercialized in the U.S., there are companies making promising developments. As more data centers seek nuclear power providers that can get operations up and running faster, two companies that could capitalize on that growing demand are NuScale Power (NYSE: SMR) and Oklo (NYSE: OKLO) . Image source: Getty Images. Continue reading
Poet Technologies (NASDAQ: POET) stock saw some huge fluctuations in April's trading, but it managed to close out the month with big gains. The fiber-optics company's share price rose 19.9% in the month's trading, far exceeding the S&P 500 's impressive gain of 10.4% and the Nasdaq Composite 's even more striking 15.3% surge. Poet stock enjoyed strong bullish momentum in conjunction with broader-m...
Poet Technologies (NASDAQ: POET) stock saw some huge fluctuations in April's trading, but it managed to close out the month with big gains. The fiber-optics company's share price rose 19.9% in the month's trading, far exceeding the S&P 500 's impressive gain of 10.4% and the Nasdaq Composite 's even more striking 15.3% surge. Poet stock enjoyed strong bullish momentum in conjunction with broader-market trends last month as investors aggressively bought back into artificial intelligence ( AI ) stocks following sell-offs in the previous month. In addition to that catalyst, the stock also saw periods of strong valuation gains in response to contract speculation and news -- but there was a catch. Image source: Getty Images. Continue reading
An out-of-sorts Novak Djokovic suffers defeat on his return to action as he is stunned by gutsy qualifier Dino Prizmic in the Italian Open second round.
An out-of-sorts Novak Djokovic suffers defeat on his return to action as he is stunned by gutsy qualifier Dino Prizmic in the Italian Open second round.
Earnings Call Insights: Oshkosh Corporation (OSK) Q1 2026 Management View "First quarter earnings per share were modestly below the expectations we outlined on our last call" and "for the quarter, we delivered consolidated sales of approximately $2.3 billion and adjusted earnings per share of $0.85," with CEO John Pfeifer attributing the miss versus expectations to Vocational: "fewer fire truck sh...
Earnings Call Insights: Oshkosh Corporation (OSK) Q1 2026 Management View "First quarter earnings per share were modestly below the expectations we outlined on our last call" and "for the quarter, we delivered consolidated sales of approximately $2.3 billion and adjusted earnings per share of $0.85," with CEO John Pfeifer attributing the miss versus expectations to Vocational: "fewer fire truck shipments... where a number of planned customer pickups were not completed." (President, CEO & Director John Pfeifer) "Our outlook for the company has not changed, and we are maintaining our full year consolidated guidance," while management described demand as solid with visibility: "Demand across our segments remains solid, and we have good visibility for the remainder of the year." (President, CEO & Director Pfeifer) Access demand commentary centered on large projects and orders/backlog: "Orders in the quarter exceeded $1.5 billion, resulting in a book-to-bill ratio of 1.6" and "we are entering the summer construction season with a backlog of $1.8 billion." (President, CEO & Director Pfeifer) CFO Matt Field highlighted earnings and tariff items, plus balance sheet actions: "Adjusted operating income was $96 million" and "in the quarter, we recorded a benefit for IEEPA refunds of about $13 million"; he also noted capital return and liquidity: "we repurchased approximately 300,000 shares... for $47 million" and "refinanced our revolving credit facility... with a capacity of $1.6 billion." (Executive VP & Chief Financial Officer Matthew Field) Outlook "We continue to expect our full year adjusted EPS to be in the range of $11.50" and management said the year is now more back-half weighted: "we expect roughly 30% of our earnings in the first half of the year. The back half will be stronger." (CFO Field) Cash outlook was reiterated: "We still expect free cash flow of $550 million to $650 million, unchanged from our prior guidance." (CFO Field) On segment framing versus last qua...
jittawit.21/iStock via Getty Images I had last covered Hercules Capital ( HTGC ) in December last year and assigned it a Hold rating. That conservative rating was never about the business quality. Hercules continues to be one of the strongest institutionalized platforms in venture lending. It has shown strong underwriting discipline throughout its long track record in innovation investing. The pro...
jittawit.21/iStock via Getty Images I had last covered Hercules Capital ( HTGC ) in December last year and assigned it a Hold rating. That conservative rating was never about the business quality. Hercules continues to be one of the strongest institutionalized platforms in venture lending. It has shown strong underwriting discipline throughout its long track record in innovation investing. The problem, in my view, that prevented fresh Buys was that the market knew all of that. In December, the stock was trading at a meaningful premium to NAV, sentiment around private credit was still reasonably positive, and the setup increasingly looked like one where income would need to do all the heavy lifting while valuation risks became pertinent. In line with my expectations, the business and its operational strength have not deteriorated much, but total returns are down by ~8%, largely validating the concern that starting valuation would matter more once the easy growth phase faded. On the other hand, I initiated coverage for Trinity Capital ( TRIN ) in January 2026 with a measured Buy rating. Trinity had already rerated meaningfully by then, and I was not expecting major multiple expansion or explosive NAV growth. The Buy call was built around a yield that looked durable enough. The lending model looked capable of holding up in a slower environment, and the valuation setup also left less room for disappointment (as compared to Hercules). Since my Buy call, Trinity has a total return of over 6% to date - further validating my analysis, especially in terms of divergence with Hercules' decline, at a time when broader BDC sentiment has become more cautious. In this analysis, I pitch a comparative view of Hercules and Trinity and show why I expect Trinity to continue to outperform Hercules going ahead too. This comparative piece is a continuation of my review of the BDC space - from my earlier Blue Owl Capital Corporation versus Ares Capital analysis - highlighting how private c...
Cn0ra/iStock via Getty Images Capricor Therapeutics ( CAPR ) is down ~11% in Friday trading after announcing following Thursday's market close it is suing Nippon Shinyaku due to a "fundamental pricing flaw" in an agreement the two companies signed in January 2022. That deal gave Nippon Shinyaku exclusive commercialization and distribution of deramiocel (CAP-1002), a Duchenne muscular dystrophy tre...
Cn0ra/iStock via Getty Images Capricor Therapeutics ( CAPR ) is down ~11% in Friday trading after announcing following Thursday's market close it is suing Nippon Shinyaku due to a "fundamental pricing flaw" in an agreement the two companies signed in January 2022. That deal gave Nippon Shinyaku exclusive commercialization and distribution of deramiocel (CAP-1002), a Duchenne muscular dystrophy treatment, in the US. Capricor alleges that the Japanese pharma " failed to adequately prepare for the commercial launch of the Company’s product Deramiocel in the United States and have otherwise materially breached the terms of the U.S. Distribution Agreement. The Company seeks rescission of the U.S. Distribution Agreement, declaratory judgment that the Company has the right to distribute Deramiocel directly or through distributors other than NS, preliminary injunctive relief, and other equitable remedies." Capricor received a Complete Response Letter for deramiocel in July 2025. It addressed US FDA concerns and has a new action date of Aug. 22, 2026. In its Q4 2025 earnings call in March, company CEO Linda Marbán said , "If approved, Deramiocel has the potential to become the first therapy designed to address both skeletal and cardiac disease manifestations of Duchenne muscular dystrophy." More on Capricor Therapeutics Capricor Therapeutics, Inc. (CAPR) Presents at 2026 MDA Clinical & Scientific Conference - Slideshow Capricor: Moving To 'Buy' Rating As New PDUFA Date Is Set For Deramiocel Capricor Therapeutics, Inc. (CAPR) Q4 2025 Earnings Call Transcript Capricor signals potential commercialization of Deramiocel with $318M cash balance and FDA review milestone Capricor Therapeutics, Inc. Q4 2025 Earnings Preview