Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks were lower but well off Tuesday's worst levels as the market grappled with a constant stream of headlines about the Iran war and a continued spike in oil prices due to supply concerns. At their lows of the day, the S & P ...
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks were lower but well off Tuesday's worst levels as the market grappled with a constant stream of headlines about the Iran war and a continued spike in oil prices due to supply concerns. At their lows of the day, the S & P 500 and Nasdaq dropped 2.5% and 2.7%, respectively. In late afternoon trading, they were each down roughly 1%. Helping out stocks, oil dropped from its highs of the day after Politico reported that the U.S. is considering military aid to help ships get through the Strait, alleviating the potential bottleneck. This sent a signal to the markets that the Trump administration is aware of the surging oil prices, which can have an inflationary impact on the broader economy. The administration later confirmed that the Navy would provide escorts, if necessary. The steep stock declines early Tuesday may have taken some investors by surprise since stocks on Monday reversed their losses for a slight gain on the session. It remains to be seen if the market can stage another Monday-like comeback, but the wipe-out of a bulk of Tuesday's losses is a great start. As the Iran war and the surge in oil prices command the market's attention, it's important not to lose sight of the business developments unfolding at individual companies. Take, for instance, Honeywell , which announced Tuesday morning the filing of its Form 10 registration for its planned spin-off of Honeywell Aerospace. This represents an important milestone toward the launch of the aerospace company, which will trade under the ticker "HONA" after it becomes independent in the third quarter. Honeywell Aerospace also announced it will host an Investor Day on June 3 to showcase the business and help investors better understand its organic growth profile and strategic priorities. As we get closer to the breakup date, we expect Hon...
啟德一周年．新經濟引擎 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】啟德體育園開幕一周年，累計接待數以百萬計人次，成為香港新的經濟引擎。
啟德一周年．新經濟引擎 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】啟德體育園開幕一周年，累計接待數以百萬計人次，成為香港新的經濟引擎。
Australia’s blockbuster February earnings results are helping lure investors back to the commodity-rich market, as traders position themselves for a renewed upswing in demand. Forward earnings for the S&P/ASX 200 Index have returned to the highest level since May 2023, fueled by strong mining-sector results after several consecutive years of downgrades, data compiled by Bloomberg show. That’s help...
Australia’s blockbuster February earnings results are helping lure investors back to the commodity-rich market, as traders position themselves for a renewed upswing in demand. Forward earnings for the S&P/ASX 200 Index have returned to the highest level since May 2023, fueled by strong mining-sector results after several consecutive years of downgrades, data compiled by Bloomberg show. That’s helped the benchmark rise to record levels and post its best February since 2019. Australia’s equity market , which underperformed global stocks for the last three years, is in position to return to favor among global asset managers. The materials- and finance-heavy index, which has gotten a boost from several upbeat results, is also set to benefit from surging metals and oil prices. “Right now, we are in the chairman’s lounge,” said Tony Sycamore , a market analyst at IG Australia. “We’ve got the things which the market wants and the economy really needs exposure to, and I think that sets us up for a very powerful 2026.” Soaring prices in metals like copper, aluminum and lithium — all of which are linked to the artificial intelligence build-out — have been a tailwind for Australian miners, while a haven-fueled rally in bullion has lifted the outlook for gold producers. Elevated oil prices due to the Middle East conflict are helping energy shares. The materials sector has led earnings growth during the reporting season. Profits among the 32 miners that unveiled half-year results in February collectively grew 47%, according to data compiled by Bloomberg . Standouts include BHP Group Ltd., which posted earnings at the upper end of analyst estimates. Banks also surpassed expectations. Shares of Commonwealth Bank of Australia, the only major lender to report half-year results during the month, surged on better-than-anticipated profit. Peers ANZ Group Holdings Ltd. and National Australia Bank Ltd. also shone after upbeat quarterly updates. Australian Tech Earnings May Temper AI Disr...
Average short interest across S&P 500 consumer discretionary stocks in February, showed concentration in select names, with Under Armour ( UAA ), emerging as the most shorted stock in the sector, while Amazon ( AMZN ), remained among the least shorted names, based on short interest as a percentage of shares outstanding. The Consumer Discretionary Select Sector SPDR Fund (NYSEARCA: XLY ) has fallen...
Average short interest across S&P 500 consumer discretionary stocks in February, showed concentration in select names, with Under Armour ( UAA ), emerging as the most shorted stock in the sector, while Amazon ( AMZN ), remained among the least shorted names, based on short interest as a percentage of shares outstanding. The Consumer Discretionary Select Sector SPDR Fund (NYSEARCA: XLY ) has fallen 6.19% so far this year, compared with a 0.53% rise in the broader S&P 500 over the same period. Stocks with the largest and least short positions Stocks with the largest and least short positions (SeekingAlpha) Under Armour ( UAA ) topped the list with 23.87% of shares outstanding sold short, followed by Duolingo ( DUOL ) at 21.50% and Advance Auto Parts ( AAP ) at 19.63%. RH ( RH ) ranked next with short interest of 18.30%, while The Cheesecake Factory ( CAKE ) stood at 18.04%. On the least-shorted end, Polibeli ( PLBL ) recorded short interest of 0.01%, followed by VinFast Auto ( VFS ) at 0.11% and MINISO Group ( MNSO ) at 0.71%. Amazon ( AMZN ) showed 0.81% of shares outstanding sold short, while Chagee Holdings ( CHA ) stood at 0.74%. Overall, short positioning in the consumer discretionary sector in February remained concentrated in select apparel, retail, restaurant and auto-related names, while several large-cap companies continued to carry relatively low short interest. More on State Street® Consumer Discretionary Select Sector SPDR® ETF Consumer Discretionary In The Great Rotation Market Sector Review: Extreme Market Bifurcation Retail Sector Steps Into The Earnings Spotlight, What To Watch For In Q4 Reports The World Cup is 100 days away - these stocks could be in play Top 10 Consumer Discretionary Stocks of February
Barchart.com is rich with tools and information for investors wanting to gain an edge in the market. One excellent feature is the ability to easily screen for larger institutional options activity or the collective and forceful action of individual traders buying and selling calls and puts. Having this access at one’s fingertips is a great way to gain stronger insight into stocks of interest, as w...
Barchart.com is rich with tools and information for investors wanting to gain an edge in the market. One excellent feature is the ability to easily screen for larger institutional options activity or the collective and forceful action of individual traders buying and selling calls and puts. Having this access at one’s fingertips is a great way to gain stronger insight into stocks of interest, as well as locating exploitable opportunities. It doesn’t have to be difficult either. A Simple and Effective Screener To keep a pulse on the market, I begin with a basic stock screener which adds options volume (Options Vol). Importantly, the screen filters for 52-week average options activity (1Y Total Vol) of 5,000 contracts for a liquidity base line. Next, the put-to-call ratio (P/C Vol), IV/HV, IV Percentage, IV Rank and a 3-month average options volume percent change (3M Vol %Chg) are put in the screener, without any filter values, to provide a clearer and unbiased picture of what’s going on. Lastly, I stick to heavily traded constituent companies in the S&P 500 ($SPX), Nasdaq 100 ($IUXX), and a curated watchlist of high volume, volatile theme names popular on the Robinhood (HOOD) brokerage and Reddit (RDDT) stock forums. In general, this is a solid starting point. And as Tesla (TSLA) and Union Pacific (UNP) show, February’s final days were no exception for this simple screener to assist and provide powerful trading information. Tesla Stock’s Bullish Diagonal Spread Tesla came up on Thursday’s scanner as a top stock for unusual options activity with a pair of 0% IV Rank and IV Percentile readings. The 0% rank level means that over the past year, market prices for TSLA options have never been cheaper in terms of the stock’s implied volatility. In tow, the 0% implied rank unsurprisingly confirms that at no other time in the past 52 weeks have Tesla’s implieds been lower. Coupled with implied pricing trading at a reasonable IV/HV ratio of 1.11 and shares in a trading range o...
Fitch Ratings’ decision to cut Paramount Skydance Corp. ’s credit ratings to junk put the media company on track to be one of the biggest borrowers in the US high-yield bond market, after it agreed to take over rival Warner Bros. Discovery Inc. in a $110 billion buyout. The bond grader lowered its ratings on Paramount by one notch, to BB+, the highest junk rating. Fitch said it might downgrade Par...
Fitch Ratings’ decision to cut Paramount Skydance Corp. ’s credit ratings to junk put the media company on track to be one of the biggest borrowers in the US high-yield bond market, after it agreed to take over rival Warner Bros. Discovery Inc. in a $110 billion buyout. The bond grader lowered its ratings on Paramount by one notch, to BB+, the highest junk rating. Fitch said it might downgrade Paramount further, once it gets more clarity on final financing terms and how quickly the combined company will pay down debt. Paramount last week agreed to buy Warner Bros. after a months long battle with Netflix Inc. The purchase includes a $57.5 billion bridge loan that will be refinanced with about two-thirds or more investment-grade debt secured by the company’s assets, people with knowledge of the funding said at the time. The rest of the more permanent borrowing is expected to take place in the high-yield bond market, the people said. S&P Global Ratings already graded Paramount at BB+. The Fitch grade gives the company two high-yield ratings out of three, which will remove Paramount from many high-grade bond indexes. That removal will force some bond investors to sell their Paramount securities. As of Dec. 31, Paramount had about $15 billion of short- and long-term debt including leases, bonds, and other obligations, according to data compiled by Bloomberg. “That’s a big chunk of bonds moving into the high-yield index,” said John Sheehan , portfolio manager at Osterweis Strategic Income Fund. Warner Bros. on its own has about $15.2 billion of bonds in Bloomberg’s US junk bond index by face value, making it the third largest borrower there. It isn’t yet clear precisely how much high-yield debt the combined companies will have, because Paramount hopes to borrow extensively in the high-grade market using secured debt. The largest US high-yield issuer is Charter Communications Inc. , with about $27.2 billion of debt, according to Bloomberg bond index data. On Friday, Moody’...
Last time we looked at the used electric vehicle market, it was to see what the options are if you're spending $10,000 or less . Two solid choices emerged quickly: a BMW i3 if you don't need much range, and a Chevrolet Bolt if you do. Lots of earlier Nissan Leafs made the list, too, but these had limited range and air-cooled batteries to contend with; we also included an assortment of compliance c...
Last time we looked at the used electric vehicle market, it was to see what the options are if you're spending $10,000 or less . Two solid choices emerged quickly: a BMW i3 if you don't need much range, and a Chevrolet Bolt if you do. Lots of earlier Nissan Leafs made the list, too, but these had limited range and air-cooled batteries to contend with; we also included an assortment of compliance cars and, perhaps for the very brave, a Tesla. But what happens when you grow the budget by 50 percent? What EVs make sense when there's $15,000 burning a hole in your pocket? As it turns out, at this price point the planet starts looking a lot more like your own personal bivalve. For starters, the cars that looked good at $10,000 look a lot better in the next bracket up, generally newer model years or with lower mileage than the cheaper alternatives. Which means you can afford the facelifted i3 . For model-year 2018 onwards, BMW fitted its electric city car with a larger-capacity battery, which means up to 114 miles (183 km) of range on a full charge, or about 150 miles (241 km) if it's the one with the two-cylinder range-extender engine. Apple CarPlay and Android Auto might also be built into these i3s, although there are aftermarket solutions now, too. No aftermarket is required to get CarPlay or Android Auto on any of the Bolts you might buy for under $15,000, which include a mix of pre- and post-facelift (model-year 2022 onwards) cars, although few of the slightly more spacious Bolt EUVs. Like the i3s, expect lower mileage examples, plus all the usual caveats: slow DC charging and seats that can get a bit hard on long drives. Read full article Comments
Carvana (CVNA 0.55%) published its fourth-quarter results after the market closed after the market closed on Feb. 18, and the stock has seen rocky trading following the report. Carvana posted sales of $5.6 billion, beating the average analyst estimate by $330 million. Revenue was up 58% year over year in the period, and vehicle sales were up 43% compared to the prior-year period. Meanwhile, earnin...
Carvana (CVNA 0.55%) published its fourth-quarter results after the market closed after the market closed on Feb. 18, and the stock has seen rocky trading following the report. Carvana posted sales of $5.6 billion, beating the average analyst estimate by $330 million. Revenue was up 58% year over year in the period, and vehicle sales were up 43% compared to the prior-year period. Meanwhile, earnings per share of $4.22 crushed Wall Street's call for a per-share profit of $1.13. But while core earnings came in significantly ahead of expectations, performance along another profitability metric has caused the stock to lose ground. Should investors pounce on Carvana after recent pullbacks? As of this writing, Carvana stock is down roughly 12% since publishing its Q4 results. In addition to disappointment surrounding the Q4 report, the company's valuation has also been pressured by geopolitical and macroeconomic concerns stemming from escalating conflict in the Middle East. Carvana posted non-GAAP (adjusted) earnings before interest, taxes, depreciation, and amortization (EBITDA) of $511 million in the fourth quarter. Meanwhile, the average analyst estimate had called for the business to record adjusted EBITDA of $535.7 million. With that performance, the company's adjusted EBITDA margin of 10.4% in the period fell meaningfully short of Wall Street's target for an adjusted EBITDA margin of 10.4%. Expand NYSE : CVNA Carvana Today's Change ( -0.55 %) $ -1.78 Current Price $ 321.33 Key Data Points Market Cap $46B Day's Range $ 299.30 - $ 323.29 52wk Range $ 148.25 - $ 486.89 Volume 2.4M Avg Vol 4.8M Gross Margin 19.80 % Carvana's Q4 report came on the heels of a new short report on the stock published by Gotham City Research. In the report, Gotham alleged that Carvana had been overstating its earnings using related-party transactions connected to businesses owned by the family of CEO Ernie Garci III. In particular, the short seller singled out Carvana's reliance on DriveTime...
halbergman/iStock via Getty Images As explained in Prof. Robert Jarrow’s book cited below, forward rates contain a risk premium above and beyond the market’s expectations for the 3-month forward rate. We document the size of that risk premium in this graph, which shows the zero-coupon yield curve implied by current Treasury prices compared with the annualized compounded yield on 3-month Treasury b...
halbergman/iStock via Getty Images As explained in Prof. Robert Jarrow’s book cited below, forward rates contain a risk premium above and beyond the market’s expectations for the 3-month forward rate. We document the size of that risk premium in this graph, which shows the zero-coupon yield curve implied by current Treasury prices compared with the annualized compounded yield on 3-month Treasury bills that market participants would expect based on the daily movement of government bond yields in 14 countries since 1962. The risk premium, the reward for a long-term investment, is large and widens over most of the full 30-year maturity range. The graph also shows a decline in expected yields at a steady pace for the full 30 years. We explain the details below. SAS Institute Inc. For more on this topic, see the analysis of government bond yields in 14 countries through January 31, 2026 given in the appendix. Inverted Yields, Negative Rates, and U.S. Treasury Probabilities 10 Years Forward The negative 2-year/10-year Treasury spread ended on August 26, 2024 after 537 trading days. The spread is currently at positive 0.59%. The table below shows that the August 26, 2024 streak of inverted yield curves is the longest in the U.S. Treasury market since the 2-year Treasury yield was first reported on June 1, 1976. The second longest streak is 423 trading days starting on August 18, 1978. SAS Institute Inc. In this week’s forecast, the focus is on three elements of interest rate behavior: the future probability of the recession-predicting inverted yield curve, the probability of negative rates, and the probability distribution of U.S. Treasury yields over the next decade. We start from the closing U.S. Treasury yield curve published daily by the U.S. Department of the Treasury. Using a maximum smoothness forward rate approach, Friday’s implied forward rate curve shows the shortest maturity 1-month forward rates at 3.74%, versus 3.72% last week. There is a decline followed by a...
Lisa-Blue/E+ via Getty Images Ormat Technologies ( ORA ) was initiated Tuesday with an Outperform rating and $130 price target at RBC, which sees geothermal energy as well-suited to support the growing demands of hyperscalers and transactions with customers such as Switch and NV Energy/Google are "proof points for how the company is positioned to provide a source of always-on clean power." Ormat's...
Lisa-Blue/E+ via Getty Images Ormat Technologies ( ORA ) was initiated Tuesday with an Outperform rating and $130 price target at RBC, which sees geothermal energy as well-suited to support the growing demands of hyperscalers and transactions with customers such as Switch and NV Energy/Google are "proof points for how the company is positioned to provide a source of always-on clean power." Ormat's ( ORA ) long-term power purchase agreement with Switch and development/PPA deal with NV Energy/Google demonstrate the data center-ready nature of geothermal and its ability to offer 24/7 clean baseload power, according to RBC analyst Christopher Dendrinos. The strong energy demand backdrop coupled with hyperscaler clean energy commitments is driving geothermal PPA prices higher to more than $100/MWh, and Dendrinos believes this will remain an economic tailwind for Ormat ( ORA ) going forward. Longer-term, the analyst sees economic upside from continued re-contracting of existing PPAs at higher prices - renewals in 2029-34 - and from new PPAs that support the expansion and development of new projects. More on Ormat Technologies Ormat Technologies Q4 2025 Earnings Call Presentation Ormat Technologies: Geothermal Is Getting Overdue Attention Seeking Alpha’s Quant Rating on Ormat Technologies
Paramount Resources press release ( POU:CA ): Q4 GAAP EPS of -$0.01. Free cash flow was $(85) million ($(0.59) per basic share) in the fourth quarter and $(386) million ($(2.68) per basic share) in 2025. More on Paramount Resources Ovintiv Vs. Paramount Resources: Why It's Time To Buy One And Sell The Other Paramount Resources: A Lot Of Cash Goes Well With La Niña Paramount Resources secures $250 ...
Paramount Resources press release ( POU:CA ): Q4 GAAP EPS of -$0.01. Free cash flow was $(85) million ($(0.59) per basic share) in the fourth quarter and $(386) million ($(2.68) per basic share) in 2025. More on Paramount Resources Ovintiv Vs. Paramount Resources: Why It's Time To Buy One And Sell The Other Paramount Resources: A Lot Of Cash Goes Well With La Niña Paramount Resources secures $250 mln term loan, extends credit facility, sells NuVista stake Seeking Alpha’s Quant Rating on Paramount Resources Historical earnings data for Paramount Resources
On February 17, 2026, Canyon Capital Advisors disclosed a new position in Compass (COMP 1.19%), acquiring 2,000,936 shares worth $21.15 million. What happened According to an SEC filing dated February 17, 2026, Canyon Capital Advisors reported a new position in Compass, purchasing 2,000,936 shares. The position’s quarter-end value stood at $21.15 million, reflecting the total shift in the portfoli...
On February 17, 2026, Canyon Capital Advisors disclosed a new position in Compass (COMP 1.19%), acquiring 2,000,936 shares worth $21.15 million. What happened According to an SEC filing dated February 17, 2026, Canyon Capital Advisors reported a new position in Compass, purchasing 2,000,936 shares. The position’s quarter-end value stood at $21.15 million, reflecting the total shift in the portfolio’s exposure to Compass as of December 31, 2025. What else to know Top holdings following the filing: NYSE:CBL: $313.25 million (41.2% of AUM) NYSE:SDRL: $129.48 million (17.0% of AUM) NYSE:AMCR: $54.58 million (7.2% of AUM) NYSE:AMBP: $51.02 million (6.7% of AUM) NYSE:FFWM: $50.22 million (6.6% of AUM) As of Tuesday, Compass shares were priced at $10.03, up 16% over the past year. Company overview Metric Value Revenue (TTM) $6.64 billion Net income (TTM) ($56.40 million) Market capitalization $7.3 billion Price (as of Tuesday) $10.03 Company snapshot Compass provides a cloud-based platform for real estate brokerage, offering integrated software tools for customer relationship management, marketing, and client service. Its business model centers on combining proprietary technology with traditional brokerage services to enhance agent productivity and streamline operations. The company primarily serves real estate agents and brokers across the United States, focusing on residential transactions. Compass operates at scale in the U.S. real estate market, leveraging technology to differentiate itself in a fragmented industry. Its strategy is to integrate software solutions with brokerage services, aiming to improve efficiency and client experience for agents and their customers. What this transaction means for investors The broader portfolio is heavy in distressed real estate and cyclical exposure through names like CBL. Adding Compass contributes to a different kind of real estate leverage: asset light brokerage scale with technology embedded into workflows. In 2025, Compass pr...
Brookfield Asset Management CEO Connor Teskey says the broader private credit markets are in “good shape” but there are “undoubtedly” some concerns in direct lending. He speaks with Katie Greifeld at Bloomberg Invest. (Source: Bloomberg)
Brookfield Asset Management CEO Connor Teskey says the broader private credit markets are in “good shape” but there are “undoubtedly” some concerns in direct lending. He speaks with Katie Greifeld at Bloomberg Invest. (Source: Bloomberg)
It took months for the Bush administration’s falsehoods about weapons of mass destruction in Iraq to come to light, after an invasion, regime change, an investigation, and then, finally, the truth. For the Trump administration’s warnings of an imminent threat from Iran, it took an afternoon. On Capitol Hill on Monday, the US secretary of state, Marco Rubio, swiftly undercut the Trump administratio...
It took months for the Bush administration’s falsehoods about weapons of mass destruction in Iraq to come to light, after an invasion, regime change, an investigation, and then, finally, the truth. For the Trump administration’s warnings of an imminent threat from Iran, it took an afternoon. On Capitol Hill on Monday, the US secretary of state, Marco Rubio, swiftly undercut the Trump administration’s claims that Iran was planning a preemptive strike by adding a key piece of information: Israel was planning to strike first. “We knew that there was going to be an Israeli action, we knew that that would precipitate an attack against American forces, and we knew that if we didn’t preemptively go after them before they launched those attacks, we would suffer higher casualties,” Rubio said on Tuesday. There were two corollaries from that bombshell behind the largest US military intervention in a generation. First, that senior US officials had misled the public on Saturday when they warned of intelligence about Iran’s plans to launch a preemptive strike. And second, that Israel and Benjamin Netanyahu played a far larger role in prompting the US to launch strikes against Iran than was previously admitted. Democrats, predictably, were apoplectic. “There was no imminent threat to the United States of America by the Iranians,” said Mark Warner, the top Democrat on the Senate intelligence committee, who had received classified briefings from Rubio. “There was a threat to Israel. If we equate a threat to Israel as the equivalent of an imminent threat to the United States, then we are in uncharted territory.” “I think secretary Rubio inadvertently told the truth here that this was driven by Benjamin Netanyahu and here we are in a major conflict,” said Senator Angus King as he grilled Elbridge Colby, a Pentagon official in charge of policy planning. The administration has been understandably prickly about the accusation that Netanyahu lobbied Trump into this latest war. (His press...
Key Points HG Vora sold 11,125,000 Clarivate shares in the fourth quarter. The quarter-end position value decreased by $42.61 million as a result. Post-trade, HG Vora holds zero Clarivate shares. The position was previously 5.8% of the fund's AUM as of the prior quarter. 10 stocks we like better than Clarivate Plc › On February 17, 2026, HG Vora Capital Management reported selling all of its 11,12...
Key Points HG Vora sold 11,125,000 Clarivate shares in the fourth quarter. The quarter-end position value decreased by $42.61 million as a result. Post-trade, HG Vora holds zero Clarivate shares. The position was previously 5.8% of the fund's AUM as of the prior quarter. 10 stocks we like better than Clarivate Plc › On February 17, 2026, HG Vora Capital Management reported selling all of its 11,125,000 shares of Clarivate (NYSE:CLVT) in the fourth quarter. What happened According to its SEC filing dated February 17, 2026, HG Vora Capital Management reported selling 11,125,000 shares of Clarivate during the fourth quarter. This resulted in the fund holding no shares of Clarivate at quarter-end. The net position change was $42.61 million. What else to know Top holdings after the filing: NASDAQ: PENN: $92.19 million (34.8% of AUM) NASDAQ: DRVN: $77.81 million (29.4% of AUM) NYSE: FAF: $41.47 million (15.7% of AUM) NYSE: NVRI: $22.40 million (8.5% of AUM) NYSE: EQH: $19.06 million (7.2% of AUM) As of Tuesday, Clarivate shares were priced at $2.45, down 42% over the past year and significantly underperforming the S&P 500, which is instead up about 16% in the same period. Company overview Metric Value Price (as of Tuesday) $2.45 Market Capitalization $1.6 billion Revenue (TTM) $2.50 billion Net Income (TTM) ($396.00 million) Company snapshot Clarivate provides information services and analytics, including research platforms (Web of Science, InCites), life sciences intelligence (Cortellis), patent and trademark solutions (Derwent, CompuMark), and online brand protection (MarkMonitor). The company generates revenue primarily through subscription-based access to proprietary databases, analytics tools, and professional services supporting research, intellectual property, and brand protection. It serves government and academic institutions, pharmaceutical and biotechnology firms, and corporations engaged in research, development, and intellectual property management worldwide....
The iShares Core S&P 500 ETF (IVV 0.75%) stands out for its ultra-low expense ratio and large-cap technology exposure, while the iShares Russell 2000 ETF (IWM 1.31%) targets small-cap stocks with higher volatility and costs. IWM and IVV are both broad-based U.S. equity ETFs from iShares, but they serve different roles. IWM captures the performance of nearly 2,000 small-cap companies, while IVV tra...
The iShares Core S&P 500 ETF (IVV 0.75%) stands out for its ultra-low expense ratio and large-cap technology exposure, while the iShares Russell 2000 ETF (IWM 1.31%) targets small-cap stocks with higher volatility and costs. IWM and IVV are both broad-based U.S. equity ETFs from iShares, but they serve different roles. IWM captures the performance of nearly 2,000 small-cap companies, while IVV tracks the S&P 500’s largest U.S. firms. This comparison highlights how their costs, returns, risks, and sector makeup differ. Snapshot (cost & size) Metric IWM IVV Issuer IShares IShares Expense ratio 0.19% 0.03% 1-yr return (as of 2026-02-27) 23.1% 17.3% Dividend yield 1.0% 1.2% Beta 1.30 1.00 AUM $74.0 billion $750.7 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. IVV is considerably more affordable, charging just 0.03% in expenses compared to IWM’s 0.19%, and it also offers a modestly higher dividend yield at 1.2% versus 1.0%. Performance & risk comparison Metric IWM IVV Max drawdown (5 y) -31.91% -24.53% Growth of $1,000 over 5 years $1,156 $1,763 What's inside IVV tracks the S&P 500, providing exposure to 503 large-cap U.S. stocks with a strong tilt toward technology (34%), followed by financial services and communication services. Its top holdings — Nvidia (NVDA 1.49%), Apple (AAPL 0.69%), and Microsoft (MSFT +1.34%) — make up a significant share of the portfolio. With nearly 26 years of history and no notable quirks, it is a long-standing, straightforward vehicle for large-cap exposure. By contrast, IWM holds nearly 2,000 small-cap stocks, emphasizing healthcare, industrials, and financial services. Its largest positions — Bloom Energy (BE 6.79%), Fabrinet (FN 4.63%), and Coeur Mining (CDE 11.14%) — each comprise less than 1.2% of assets, leading to a far more diversified but less top-heavy portfolio. IWM’s focus on smaller companies i...
Getty Images Overview Best Buy Co., Inc. ( BBY ) is a bit of a tricky company to assess because its business model feels a bit dated and uninteresting, but the financial health of the company remains quite solid. When I previously covered BBY , I issued a "H old" rating due to the questionable outlook and slow adaptability of the business. Since then, the share price has declined by a little more ...
Getty Images Overview Best Buy Co., Inc. ( BBY ) is a bit of a tricky company to assess because its business model feels a bit dated and uninteresting, but the financial health of the company remains quite solid. When I previously covered BBY , I issued a "H old" rating due to the questionable outlook and slow adaptability of the business. Since then, the share price has declined by a little more than 12%, and the stock continues to underperform against the S&P 500. Now that BBY has reported its Q4 earnings, I wanted to revisit the business to reassess its outlook and performance for 2026. Looking at the performance over the last 12 months, BBY's share price has declined by about 27.8%. When including all dividends that were paid, the total return sits at a loss of 26.1%. BBY now offers a high starting yield of 6.1%, which can be enticing for the investors seeking a source of reliable dividend income. The dividend continues to be well supported by earnings, but there are some tradeoffs to consider. Data by YCharts The underlying issue comes down to BBY's failure to differentiate itself from other peers. The business operates in a low-barrier-to-entry business, and I do not believe that there are any notable catalysts in the near term. Therefore, I see no compelling reasons to remain invested in BBY, besides the ability to collect a high dividend yield. The stock trades at a discounted valuation, but the minimal growth outlook ultimately limits the appeal here. So let's start by taking a look at the most recent earnings report. Best Buy Q4 Earnings BBY just reported its Q4 earnings , and I believe the results were a bit of a mixed bag. The business generates its earnings through two primary segments: its Domestic and International segments. The Domestic segment includes all revenue collected from its U.S.-based locations and online sales, while the International segment comes from all operations that are based outside the U.S. On an enterprise level, the business gen...