Huseyin Asliyuce/iStock via Getty Images Vishay Intertechnology ( VSH ), a manufacturer of discrete semiconductors and passive electronic components, is off to a great start in 2026 with the stock having gained 55.1% YTD. This after back-to-back years of losses for VSH in terms of its stock price, which coincided with poor quarterly results as a consequence of soft demand, including another net lo...
Huseyin Asliyuce/iStock via Getty Images Vishay Intertechnology ( VSH ), a manufacturer of discrete semiconductors and passive electronic components, is off to a great start in 2026 with the stock having gained 55.1% YTD. This after back-to-back years of losses for VSH in terms of its stock price, which coincided with poor quarterly results as a consequence of soft demand, including another net loss in the recently concluded FY2025. This decline in demand was the result of prevailing market conditions. For instance, according to data from World Semiconductor Trade Statistics or WSTS, which tracks global semiconductor sales, the market for discrete semiconductors shrank in both 2024 and 2025. Companies needed less of the types of chips provided by VSH and this affected sales and profits by extension. However, the market seems to be banking on much improved quarterly earnings in the new fiscal, which would explain the ongoing rally in VSH. Yet it is possible the market is expecting too much from VSH because growth could disappoint, something that would not be so unusual considering all that has happened. VSH Is Soaring Higher A previous article from November 2025 written by myself mentioned how a recent reversal in the stock, which saw a rally turn into a selloff, did not happen at no particular time because it occurred as soon as VSH came into contact with a trendline that had essentially forced the stock downwards for quite some time. VSH was in a downtrend as long as this trendline was intact and I therefore opted to rate VSH a hold in the article. Source: Thinkorswim app Almost half a year has passed and the chart above shows how VSH was able to break through the aforementioned trendline, which allowed for VSH to break the downtrend that was in place going all the way back to 2023. VSH was able to accomplish this with a strong rally in the last several months, although there was a correction along the way, which caused a temporary retreat. In fact, VSH has been re...
US vice-president cites shortcomings in peace talks, saying Iran chose not to accept American terms including to not build nuclear weapons US vice-president JD Vance left Islamabad on Sunday after failing to reach a deal with Iran after a marathon 21 hours of negotiations. Vance cited shortcomings in the talks, saying that Iran had chosen not to accept American terms, including to not build nuclea...
US vice-president cites shortcomings in peace talks, saying Iran chose not to accept American terms including to not build nuclear weapons US vice-president JD Vance left Islamabad on Sunday after failing to reach a deal with Iran after a marathon 21 hours of negotiations. Vance cited shortcomings in the talks, saying that Iran had chosen not to accept American terms, including to not build nuclear weapons. Continue reading...
Annaly Capital (NYSE: NLY) has performed fairly well over time on a total return basis. In fact, since its initial public offering, Annaly has outperformed the S&P 500 index (SNPINDEX: ^GSPC) . A big reason for that outperformance is Annaly's massive 12.8% dividend yield. Before you buy the stock, thinking you've found an income machine, you need to know a few important details. Annaly Capital is ...
Annaly Capital (NYSE: NLY) has performed fairly well over time on a total return basis. In fact, since its initial public offering, Annaly has outperformed the S&P 500 index (SNPINDEX: ^GSPC) . A big reason for that outperformance is Annaly's massive 12.8% dividend yield. Before you buy the stock, thinking you've found an income machine, you need to know a few important details. Annaly Capital is a mortgage real estate investment trust (REIT). It manages a portfolio of bond-like securities created by pooling mortgages. In some ways, it is more similar to a mutual fund than it is to a traditional property-owning REIT. This is an important difference because Annaly's goal isn't to produce a reliable, growing stream of dividends, as is the goal of many property REITs. Annaly is focused on producing a high total return, like a mutual fund. Image source: Getty Images. Continue reading
Investing.com -- The rise of cryptographically relevant quantum computers (CRQCs) is no longer a distant "decade away" concern, but for Bitcoin and the broader digital asset ecosystem, the threat appears manageable.
Investing.com -- The rise of cryptographically relevant quantum computers (CRQCs) is no longer a distant "decade away" concern, but for Bitcoin and the broader digital asset ecosystem, the threat appears manageable.
Hong Kong authorities will not “draw a line” on who is eligible for a rehabilitation programme for those arrested during the 2019 anti-government protests, the security minister has said, while defending the decision to keep the project a secret for two years to prevent bullying. Secretary for Security Chris Tang Ping-keung said on Sunday that a special rehabilitation programme run by the Security...
Hong Kong authorities will not “draw a line” on who is eligible for a rehabilitation programme for those arrested during the 2019 anti-government protests, the security minister has said, while defending the decision to keep the project a secret for two years to prevent bullying. Secretary for Security Chris Tang Ping-keung said on Sunday that a special rehabilitation programme run by the Security Bureau for people arrested in connection with the 2019 unrest had been ongoing for the past one to...
YurolaitsAlbert/iStock via Getty Images A Healthcare Supplier Eyeing The Competition Seeing is believing, and recently I saw a late-March piece in Reuters on healthcare distributor Cencora ( COR ) buying out the retina-care business of EyeSouth for $1.1B, so I thought this would be a great time to do a followup article on this company. One can quickly see from the company website that they have a ...
YurolaitsAlbert/iStock via Getty Images A Healthcare Supplier Eyeing The Competition Seeing is believing, and recently I saw a late-March piece in Reuters on healthcare distributor Cencora ( COR ) buying out the retina-care business of EyeSouth for $1.1B, so I thought this would be a great time to do a followup article on this company. One can quickly see from the company website that they have a diversified portfolio spanning many global regions as well as clinical needs including distribution of generics and biosimilars, hospital and pharmacy solutions, and OTC product distribution, among other things. Since my last coverage almost a year ago, when I called this stock a buy, it is up around +12.2% since then, indicating market confidence and my accurate forecast. In particular, what I liked about them at the time was a favorable macroeconomic demand for healthcare supplies, as well as share price targets. This time around, I'll previewing the stock again ahead of its upcoming May 6th earnings call and will look at some key points from their last results. A Thesis Reaffirming the Prior Buy Rating Based on my updated research, I reaffirmed my prior buy rating from 2025, as Cencora had several strong fundamentals across my 8 rating categories, despite there also being some technical indicators showing the share price retreating. In this scenario, I am inclined to call it a dip-buying opportunity, taking advantage of the price retreat on an otherwise fundamentally strong company. COR - rating worksheet (author) A Macro & Sector Outlook Driven By Growing But Very Specific Clinical Needs In first considering the wider picture in which this company finds itself, I am highly bullish in this section, for a few key reasons. I'll admit this sector can often sound very scientific, complex, or overly medical, for those of us not in that field, so I always try to simplify the discussion for brevity and what could drive upside or downside for investors. Unlike pure-play big phar...