The conventional indictment runs like this: blinded by ideology and captured by special interests, the US and Israel have blundered into a region they never understood, sowing instability they neither anticipated nor desired. It is a damning argument. It also happens to be, in one important respect, too generous. The more unsettling possibility, supported by two decades of observable behaviour, is...
The conventional indictment runs like this: blinded by ideology and captured by special interests, the US and Israel have blundered into a region they never understood, sowing instability they neither anticipated nor desired. It is a damning argument. It also happens to be, in one important respect, too generous. The more unsettling possibility, supported by two decades of observable behaviour, is that these policies produce not disorder as a side effect but something far more useful: a conflict...
tigerstrawberry/iStock Editorial via Getty Images Introduction Those of you who happen to regularly read my articles know that, although Big Tech is the core of my portfolios, I write about these stocks on a quarterly or half-yearly basis. It is part of my routine: when I check my holdings and their health, I come across Big Tech, too. I recently wrote on Amazon ( AMZN ) at the end of Q1. So, we c...
tigerstrawberry/iStock Editorial via Getty Images Introduction Those of you who happen to regularly read my articles know that, although Big Tech is the core of my portfolios, I write about these stocks on a quarterly or half-yearly basis. It is part of my routine: when I check my holdings and their health, I come across Big Tech, too. I recently wrote on Amazon ( AMZN ) at the end of Q1. So, we could say that this is the Q2 article. But, in reality, what triggered me was the 2025 Shareholder Letter that CEO Andrew Jassy recently published. A few weeks ago, I said Amazon was a buy, and, sharing my sum-of-the-parts valuation, I set a target price of $255 . The stock is up almost 19% since the article, and is now close to $240. Although I could not forecast this speed, I thought the upside was rather clear. But just three weeks ago, I was using some numbers that, compared to what we know now, seem obsolete and almost prehistoric. What Has Changed There are three main patches of my previous SOTP valuation that will change: the chips segment, grocery, and Amazon Leo. But before we dive in, let's address the elephant in the room. Amazon's stock started moving down after the company announced $200B in 2026 capex. If some still needed some ambiguity to be eliminated, Jassy's letter was perfect for this job. I am not talking about the $100B OpenAI commitment, which requires Amazon to reinvest back into OpenAI around $50B. What matters more is that we have a monetization timeline, which explains how the 2026 investment cycle will be monetized between 2027 and 2028. It means that in a two-year window, there is a recovery. By the way, when Jassy was the head of AWS, he saw the 2014-2018 cycle and saw the same pattern we are seeing today, as he describes in the letter: front-loaded spending quickly gave way to outsized returns. So, I think Jassy is accountable and has the experience to give us numbers that are accurate. The difference is that the scale is completely different n...
Company enters 2026 debt-free with over $10 million in capital, Nexxis operations growing 13.4% with 44.4% gross margins, and a goal of pursuing opportunities in high-growth technology sectors
Company enters 2026 debt-free with over $10 million in capital, Nexxis operations growing 13.4% with 44.4% gross margins, and a goal of pursuing opportunities in high-growth technology sectors
J Studios/DigitalVision via Getty Images Introduction Buy when others are fearful. This is something Warren Buffett has famously said. Of course, this was in reference to quality stocks that are being mis-priced by the market. In the case of the two dividend growth stocks I discuss today, I believe it may be the case. Both have been impacted by global trade uncertainty, high inflation, and a seemi...
J Studios/DigitalVision via Getty Images Introduction Buy when others are fearful. This is something Warren Buffett has famously said. Of course, this was in reference to quality stocks that are being mis-priced by the market. In the case of the two dividend growth stocks I discuss today, I believe it may be the case. Both have been impacted by global trade uncertainty, high inflation, and a seemingly resilient, but weakening economy. While both are likely to underperform for the remainder of 2026, I think they can see strong returns once we see more economic clarity, likely in the next 12 months. While I'm not necessarily saying to buy these two stocks right now as they are likely to see more volatility, there are worth putting on your radar. In this article, I discuss these two, high growth dividend stocks, their fundamentals, and why they both could see massive upside potential in the not too distant future. Market Uncertainty Although we are seeing a lot of uncertainty right now, at the time of writing President Trump has suspended his previous deadline of attacking Iran for 2 weeks , hoping the two sides can come to an agreement. While stocks jumped as a result, I believe we will see more market volatility. A lot can change in the next 8 months, but it seems like the S&P ( SP500 ) could be headed for less than stellar returns. While some stocks will still perform well, the two companies I discuss are also likely to see muted returns. One, due to their sectors and two, because of inflation headwinds. But this could be viewed as a long-term buying opportunity. Especially, if you love growing dividends with upside potential like I do. Without further ado, let's get into these two stocks. #1 T-Mobile US ( TMUS ) In recent years, T-Mobile has established themselves as a force in the telecom space, significantly outperforming peers AT&T ( T ) and Verizon ( VZ ) in the past decade. They've even managed to outperform the S&P, up 417% compared to 218%. Seeking Alpha But...
Alones Creative/iStock via Getty Images After the failure to reach a deal in the first round of talks between Iran and the U.S. that took place in Islamabad over the weekend, the U.S. has announced that it will be restricting movement through the Strait of Hormuz . Here is an excerpt from the original announcement : ...the meeting went well, most points were agreed to, but the only point that real...
Alones Creative/iStock via Getty Images After the failure to reach a deal in the first round of talks between Iran and the U.S. that took place in Islamabad over the weekend, the U.S. has announced that it will be restricting movement through the Strait of Hormuz . Here is an excerpt from the original announcement : ...the meeting went well, most points were agreed to, but the only point that really mattered, NUCLEAR, was not. Effective immediately, the United States Navy, the Finest in the World, will begin the process of BLOCKADING any and all Ships trying to enter, or leave, the Strait of Hormuz. At some point, we will reach an “ALL BEING ALLOWED TO GO IN, ALL BEING ALLOWED TO GO OUT” basis, but Iran has not allowed that to happen... I have also instructed our Navy to seek and interdict every vessel in International Waters that has paid a toll to Iran. No one who pays an illegal toll will have safe passage on the high seas. We will also begin destroying the mines the Iranians laid in the Straits.. . The Blockade will begin shortly. Other Countries will be involved with this Blockade... Although it's been unconfirmed by Tehran, President Trump announced that the announcement of the blockade was working and that Iran “wants to make a deal.” It's unclear currently what that means in terms of timeline or if Tehran will budge on the dealbreakers that killed this weekend's negotiations. According to Washington, that point is nuclear enrichment. Oil whipsawed on the news, jumping up ~7% by market open and then selling off half of its gains after the President made his second announcement. Stocks gained across the board on the news. The China Pressure My key takeaway from this exchange is that there is likely another party engaged in this negotiation through the back door: the People's Republic of China. They are the primary recipient of Iranian oil, as well as much of the Hormuzian oil flowing from Qatar, the UAE, and Saudi Arabia. I expect Iran to be deeply motivated b...
tigerstrawberry/iStock Editorial via Getty Images Introduction Those of you who happen to regularly read my articles know that, although Big Tech is the core of my portfolios, I write about these stocks on a quarterly or half-yearly basis. It is part of my routine: when I check my holdings and their health, I come across Big Tech, too. I recently wrote on Amazon ( AMZN ) at the end of Q1. So, we c...
tigerstrawberry/iStock Editorial via Getty Images Introduction Those of you who happen to regularly read my articles know that, although Big Tech is the core of my portfolios, I write about these stocks on a quarterly or half-yearly basis. It is part of my routine: when I check my holdings and their health, I come across Big Tech, too. I recently wrote on Amazon ( AMZN ) at the end of Q1. So, we could say that this is the Q2 article. But, in reality, what triggered me was the 2025 Shareholder Letter that CEO Andrew Jassy recently published. A few weeks ago, I said Amazon was a buy, and, sharing my sum-of-the-parts valuation, I set a target price of $255 . The stock is up almost 19% since the article, and is now close to $240. Although I could not forecast this speed, I thought the upside was rather clear. But just three weeks ago, I was using some numbers that, compared to what we know now, seem obsolete and almost prehistoric. What Has Changed There are three main patches of my previous SOTP valuation that will change: the chips segment, grocery, and Amazon Leo. But before we dive in, let's address the elephant in the room. Amazon's stock started moving down after the company announced $200B in 2026 capex. If some still needed some ambiguity to be eliminated, Jassy's letter was perfect for this job. I am not talking about the $100B OpenAI commitment, which requires Amazon to reinvest back into OpenAI around $50B. What matters more is that we have a monetization timeline, which explains how the 2026 investment cycle will be monetized between 2027 and 2028. It means that in a two-year window, there is a recovery. By the way, when Jassy was the head of AWS, he saw the 2014-2018 cycle and saw the same pattern we are seeing today, as he describes in the letter: front-loaded spending quickly gave way to outsized returns. So, I think Jassy is accountable and has the experience to give us numbers that are accurate. The difference is that the scale is completely different n...
Pipefy solution available globally via Microsoft MarketplaceSAN FRANCISCO, April 14, 2026 (GLOBE NEWSWIRE) -- Pipefy, a global leader in AI-driven business process orchestration, today announced a collaboration with Microsoft to accelerate the development of AI-powered capabilities for its business orchestration solution, strengthening its platform with Microsoft’s cutting-edge AI infrastructure. ...
Pipefy solution available globally via Microsoft MarketplaceSAN FRANCISCO, April 14, 2026 (GLOBE NEWSWIRE) -- Pipefy, a global leader in AI-driven business process orchestration, today announced a collaboration with Microsoft to accelerate the development of AI-powered capabilities for its business orchestration solution, strengthening its platform with Microsoft’s cutting-edge AI infrastructure. In addition, Pipefy’s solution will be available globally via Microsoft Marketplace. Pipefy will col
(RTTNews) - Pharmaceutical company Harmony Biosciences Holdings, Inc. (HRMY) announced Tuesday the appointment of Glenn Reicin as Chief Financial Officer, effective immediately. Harmony is also reiterating its 2026 net product revenue guidance of $1.0 to $1.04 billion.
(RTTNews) - Pharmaceutical company Harmony Biosciences Holdings, Inc. (HRMY) announced Tuesday the appointment of Glenn Reicin as Chief Financial Officer, effective immediately. Harmony is also reiterating its 2026 net product revenue guidance of $1.0 to $1.04 billion.
Loss of closest European ally will force Kremlin to consider whether non-autocratic states can ever be reliable partners Europe live – latest updates The Kremlin said on Tuesday it was pleased that Hungary’s prime minister-elect, Péter Magyar, appeared open to pragmatic dialogue, as Moscow adopts a wait-and-see approach after the election loss of its closest partner in Europe, Viktor Orbán. “For n...
Loss of closest European ally will force Kremlin to consider whether non-autocratic states can ever be reliable partners Europe live – latest updates The Kremlin said on Tuesday it was pleased that Hungary’s prime minister-elect, Péter Magyar, appeared open to pragmatic dialogue, as Moscow adopts a wait-and-see approach after the election loss of its closest partner in Europe, Viktor Orbán. “For now, we can note with satisfaction, as far as we understand, his [Magyar’s] willingness to engage in pragmatic dialogue,” said the Kremlin spokesperson Dmitry Peskov. “In this instance, there is mutual willingness on our part, and we will then proceed to take our cue from the specific steps taken by the new Hungarian government.” Continue reading...
The ClearBridge Emerging Markets Strategy ( MCEIX ) underperformed its MSCI Emerging Markets benchmark in Q1 2026. During Q1 2026, the fund initiated new positions in G old Fields (NYSE: GFI ), Minth Group ( MNTHF ), and Samsung Heavy Industries. In Q1 2026, the fund exited Shenzhen Mindray Bio-Medical Electronics. Source . More on ClearBridge Emerging Markets Fund IS Dividend scorecard for ClearB...
The ClearBridge Emerging Markets Strategy ( MCEIX ) underperformed its MSCI Emerging Markets benchmark in Q1 2026. During Q1 2026, the fund initiated new positions in G old Fields (NYSE: GFI ), Minth Group ( MNTHF ), and Samsung Heavy Industries. In Q1 2026, the fund exited Shenzhen Mindray Bio-Medical Electronics. Source . More on ClearBridge Emerging Markets Fund IS Dividend scorecard for ClearBridge Emerging Markets Fund IS
REPYY, FTI, VIV and USAC stand out with strong efficiency ratios, highlighting their ability to convert assets, manage costs and outperform peers on profitability metrics.
REPYY, FTI, VIV and USAC stand out with strong efficiency ratios, highlighting their ability to convert assets, manage costs and outperform peers on profitability metrics.
(RTTNews) - Canadian shares may open with a positive bias on Tuesday amid hopes a fresh round of negotiations between the U.S. and Iran later this week will help bring an end to the ongoing conflict in the Middle East.
(RTTNews) - Canadian shares may open with a positive bias on Tuesday amid hopes a fresh round of negotiations between the U.S. and Iran later this week will help bring an end to the ongoing conflict in the Middle East.
deepblue4you/iStock via Getty Images Investment Thesis I’ve often found that the companies that I enjoy writing about the most are the ones with the most 50/50 division in terms of sentiment. Blue Owl Capital ( OWL ) seems to fit this quite well, with bulls arguing that the sell-off has gone too far and bears arguing that its portfolio is going to collapse because of the AI revolution. In rough te...
deepblue4you/iStock via Getty Images Investment Thesis I’ve often found that the companies that I enjoy writing about the most are the ones with the most 50/50 division in terms of sentiment. Blue Owl Capital ( OWL ) seems to fit this quite well, with bulls arguing that the sell-off has gone too far and bears arguing that its portfolio is going to collapse because of the AI revolution. In rough terms, that is the perception I have of the two sides. The title of the article, I think, makes it blatantly obvious where my views are on this. I’m not convinced that these fears hold that much weight. It covers a moderate portion of the portfolio, but not something that would cripple it and cause a dividend cut. Certainly not the valuation decline we’ve seen over the past 6 months. But it’s only really a reflection of where the market sentiment is right now. Not that long ago I wrote about Adobe ( ADBE ), which suffers the same at the moment, even though its actual financial figures show momentum. When the dust settles and the market realizes the fears that AI would replace everything, these valuations are going to correct upwards, and I’m here to take advantage of that before it happens. As the cherry on top with OWL, I also get a near 11% yield while doing so. Rating shares a Strong Buy. Credit, Strategic Capital And Real Estate - The Business Of Blue Owl Asset Under Management (OWL FY2025 10-K) As of the end of 2025 OWL held over $300 billion in assets under management. A clear majority of this is in “Credit,” which is also the “legacy” part of the business. This is the main business driver, and direct lending is leading the charge here at $115 billion AUM. Out of this, $65.3 billion is fee-paying AUM, or FPAUM. This is also what most of the bears will be pointing to as for why OWL will perform poorly as an investment because it concerns the private equity buyouts that the company engages in. AUM Overview (OWL FY2025 10-K) The 16.2% rise in the value of credit lending wa...