Luis Alvarez/DigitalVision via Getty Images Nexus Industrial REIT ( NXR.UN:CA ) is a Canadian-based REIT and publicly traded on the TSX. Back in early 2026, I wrote about this company and gave a buy recommendation. Fast forward to today, and I am changing my position to a strong buy. Management initiated this turnaround more than 2 years ago, and over the past 6 months, it has improved its finance...
Luis Alvarez/DigitalVision via Getty Images Nexus Industrial REIT ( NXR.UN:CA ) is a Canadian-based REIT and publicly traded on the TSX. Back in early 2026, I wrote about this company and gave a buy recommendation. Fast forward to today, and I am changing my position to a strong buy. Management initiated this turnaround more than 2 years ago, and over the past 6 months, it has improved its finances amid an economic slowdown. This shows the company is in good hands; if management can improve its bottom line during an economic slowdown, it can outperform in any economy. Nexus Industrial REIT's Milestones April 2026, DBRS issued a BBB investment grade rating on Nexus Industrial REIT's $500M senior unsecured debentures. The newly issued debentures are used to repay its more expensive debt. This is a credit rating improvement and lowers the overall interest costs on its debt. Q1-2026 marked the first time in 10 quarters that management was able to lower its dividend payout ratio to sub 100%. Management further reiterated its confidence that a dividend payout ratio below 100% is achievable. Same property NOI had improved to $30.0, an improvement of 2.8% 2 new industrial assets from Montreal were added to the portfolio New leasing activity resulted in 1,218,516 sf leased up with an average spread of 60% improvement over existing in-place and expiring rents Nexus Industrial REIT Stock Price Continues to be Undervalued Based on Nexus Industrial REIT's Q1-2026, its portfolio-wide cap rate is 5.94%. Using its annual dividends of $0.64, this implies its stock price should be valued at $10.77; the stock price is currently trading at $7.82, implying there is an almost $3 discount today. Looking at it through a different lens, in applying the PE ratio, Nexus Industrial REIT currently trades at a relatively cheaper ratio than the 2 other industrial competitors: Google Finance and Financial Statements One of the reasons Nexus Industrial REIT trades at a relatively large discount is ...
Croatia head coach says England game crucial to hopes Kovacic, Gvardiol and Modric lacking match sharpness Zlatko Dalic sees Croatia’s World Cup opener against England as pivotal to their summer fortunes, admitting a softer first match may have been preferable for a team struggling with form and fitness issues. Croatia beat Slovenia 2-1 in their final friendly before flying to the US but Dalic is ...
Croatia head coach says England game crucial to hopes Kovacic, Gvardiol and Modric lacking match sharpness Zlatko Dalic sees Croatia’s World Cup opener against England as pivotal to their summer fortunes, admitting a softer first match may have been preferable for a team struggling with form and fitness issues. Croatia beat Slovenia 2-1 in their final friendly before flying to the US but Dalic is likely to face several selection issues when they face England on 17 June. The Manchester City pair of Mateo Kovacic and Josip Gvardiol are both coming back from injury and it adds to the sense that Dalic’s side, who finished third in 2022 and runners-up four years earlier , risk starting their tournament on the back foot. Continue reading...
Microsoft Corporation (NASDAQ:MSFT) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Technology giant Microsoft Corporation (NASDAQ:MSFT) is perhaps one of the weakest performers in Fisher Investments’ portfolio. The shares are down by 7.8% over the past year and by 9.7% year-to-date. The firm has been in the news lately following […]
Microsoft Corporation (NASDAQ:MSFT) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Technology giant Microsoft Corporation (NASDAQ:MSFT) is perhaps one of the weakest performers in Fisher Investments’ portfolio. The shares are down by 7.8% over the past year and by 9.7% year-to-date. The firm has been in the news lately following […]
Guido Mieth/DigitalVision via Getty Images Introduction & Investment Thesis Despite revenue accelerating in Q1 FY26 and marking the 4th consecutive quarter of revenue growth in the 30%+ range, Shopify Inc. ( SHOP ) stock has been under quite some pressure, down 32% on a YTD basis and over 40% from its all-time highs last year. Even though the earnings report showed clear evidence that Shopify won’...
Guido Mieth/DigitalVision via Getty Images Introduction & Investment Thesis Despite revenue accelerating in Q1 FY26 and marking the 4th consecutive quarter of revenue growth in the 30%+ range, Shopify Inc. ( SHOP ) stock has been under quite some pressure, down 32% on a YTD basis and over 40% from its all-time highs last year. Even though the earnings report showed clear evidence that Shopify won’t be disrupted by Agentic AI, as GMV accelerated from growing AI-driven traffic and conversions, investors were not pleased by forward guidance. In Q2, management expects revenue to grow at a decelerated pace at a high twenties rate, which could be the result of tougher comps, while margins will also slightly compress as R&D spending on AI initiatives ramps up. This is a classic case of Wall Street short-termism affecting the stock, as I believe the growth story is fully intact. Yet, moments like these give rise to some of the best investment opportunities. In this case, I believe the risk-reward is highly attractive and will therefore continue to reiterate my “buy” rating. Q1 Marked the 4th Consecutive Quarter Of 30%+ Revenue Growth Rate Shopify reported yet another strong Q1 FY26 earnings, where revenue growth accelerated to over 34%, marking four consecutive quarters of a 30%+ growth rate. Out of the $3.17B in revenue, Merchant Solutions grew at an accelerated pace of 39%, contributing over 76% of total revenue, while Subscription revenues grew at 20% YoY, contributing the remaining 24% of revenue. Q1 FY26 Earnings Slides: Breakdown of revenue by Merchant Solutions and Subscription Solutions When it comes to Merchant Solutions, GMV grew 35% YoY with strength across geographies, merchant sizes, and channels. What was particularly interesting was that existing/older cohorts are continuing to grow their spend on the platform, with 90% of total revenue originating from merchants who have been on the platform more than a year, with merchants doing between $2M and $25M in GMV ...
lcva2/iStock Editorial via Getty Images Overview Microsoft's ( MSFT ) AI business has already surpassed a $37 billion annual revenue run rate, while Azure exceeded $75 billion in annual revenue. Yet investors remain divided over whether these gains can justify Microsoft's unprecedented AI spending spree. The debate is no longer whether Microsoft benefits from AI – it almost certainly does – but wh...
lcva2/iStock Editorial via Getty Images Overview Microsoft's ( MSFT ) AI business has already surpassed a $37 billion annual revenue run rate, while Azure exceeded $75 billion in annual revenue. Yet investors remain divided over whether these gains can justify Microsoft's unprecedented AI spending spree. The debate is no longer whether Microsoft benefits from AI – it almost certainly does – but whether the magnitude of those benefits exceeds already lofty expectations. It has experienced hefty growth driven primarily by the Azure segment, which has witnessed 40% YoY growth, and that has resulted in an overall 18.3% growth. A previous analysis stated how Azure has been the driving force for Microsoft’s growth. While Azure continues to strengthen its position as a leading cloud platform, benefitting from surging demand for AI training and inference workloads, the company is simultaneously expanding its global datacenter footprint and AI infrastructure to meet growing enterprise demand. However, what has been concerning is the relative underperformance of the other business segments. Microsoft is emerging as a foundational platform for the agentic AI era through Azure AI Foundry, Microsoft Fabric, GitHub Copilot, etc. However, even among these trends, concerns remain among elevated capital expenditure, margin pressure, and increasing competition from Amazon, Alphabet, and emerging AI-native providers. The AI race is picking up pace not only on the demand side but also in the supply side, with an increasing number of firms getting into data center development, chip manufacturing, cloud development, and so on. Microsoft still holds significant strengths due to its scale and access to resources. What remains to be seen is to understand the quantum of the bullish and bearish catalysts and understand what should be the position an investor should ideally take in such circumstances for Microsoft in their portfolio. Bullish Catalysts Azure’s Growing Strength Microsoft’s Azure...
lcva2/iStock Editorial via Getty Images Overview Microsoft's ( MSFT ) AI business has already surpassed a $37 billion annual revenue run rate, while Azure exceeded $75 billion in annual revenue. Yet investors remain divided over whether these gains can justify Microsoft's unprecedented AI spending spree. The debate is no longer whether Microsoft benefits from AI – it almost certainly does – but wh...
lcva2/iStock Editorial via Getty Images Overview Microsoft's ( MSFT ) AI business has already surpassed a $37 billion annual revenue run rate, while Azure exceeded $75 billion in annual revenue. Yet investors remain divided over whether these gains can justify Microsoft's unprecedented AI spending spree. The debate is no longer whether Microsoft benefits from AI – it almost certainly does – but whether the magnitude of those benefits exceeds already lofty expectations. It has experienced hefty growth driven primarily by the Azure segment, which has witnessed 40% YoY growth, and that has resulted in an overall 18.3% growth. A previous analysis stated how Azure has been the driving force for Microsoft’s growth. While Azure continues to strengthen its position as a leading cloud platform, benefitting from surging demand for AI training and inference workloads, the company is simultaneously expanding its global datacenter footprint and AI infrastructure to meet growing enterprise demand. However, what has been concerning is the relative underperformance of the other business segments. Microsoft is emerging as a foundational platform for the agentic AI era through Azure AI Foundry, Microsoft Fabric, GitHub Copilot, etc. However, even among these trends, concerns remain among elevated capital expenditure, margin pressure, and increasing competition from Amazon, Alphabet, and emerging AI-native providers. The AI race is picking up pace not only on the demand side but also in the supply side, with an increasing number of firms getting into data center development, chip manufacturing, cloud development, and so on. Microsoft still holds significant strengths due to its scale and access to resources. What remains to be seen is to understand the quantum of the bullish and bearish catalysts and understand what should be the position an investor should ideally take in such circumstances for Microsoft in their portfolio. Bullish Catalysts Azure’s Growing Strength Microsoft’s Azure...
Coach impressed by response in win over New Zealand McCullum admits pitch ‘incredibly challenging’ for batters Brendon McCullum has praised his players’ refusal to be haunted by their nightmare winter after England won their first Test since the Ashes against New Zealand at Lord’s on Sunday, admitting that “the temperature has been a bit hot” around his side since their failure in Australia, but h...
Coach impressed by response in win over New Zealand McCullum admits pitch ‘incredibly challenging’ for batters Brendon McCullum has praised his players’ refusal to be haunted by their nightmare winter after England won their first Test since the Ashes against New Zealand at Lord’s on Sunday, admitting that “the temperature has been a bit hot” around his side since their failure in Australia, but hailing their bravery and refusal to “carry any baggage”. McCullum insisted his team had kept the Bazball spirit burning, despite the low scores and strike rates seen on an “incredibly challenging” surface. “I thought we were brave when we needed to be,” he said. “Bravery for me is not necessarily about running down the wicket and trying to slog every ball.” Continue reading...
Investors were feeling a bit calmer as they bought the dip in tech stocks following Friday's brutal AI selloff. The Cboe Volatility Index, a widely followed fear gauge that trades under the ticker VIX, dropped about 2 points to 19.
Investors were feeling a bit calmer as they bought the dip in tech stocks following Friday's brutal AI selloff. The Cboe Volatility Index, a widely followed fear gauge that trades under the ticker VIX, dropped about 2 points to 19.
Apple Inc. investors have spent nearly two years clamoring for the iPhone maker to make a big splash with artificial intelligence. Their wait may finally be coming to an end next week at the company’s annual Worldwide Developers Conference. The event, which begins Monday at Apple’s headquarters, is expected to showcase a highly-anticipated update to its Siri digital assistant, along with other AI ...
Apple Inc. investors have spent nearly two years clamoring for the iPhone maker to make a big splash with artificial intelligence. Their wait may finally be coming to an end next week at the company’s annual Worldwide Developers Conference. The event, which begins Monday at Apple’s headquarters, is expected to showcase a highly-anticipated update to its Siri digital assistant, along with other AI features. That could act as a major catalyst for the stock, which has quietly become the second-best performing Magnificent Seven firm this year despite the market’s increased fixation on all things AI. Read more: What to Expect From Apple’s Big AI, Siri and Software Launch It would serve as a moment of redemption for the Cupertino, California based firm, which first previewed its AI features in 2024 but subsequently experienced a number of high-profile delays. Investors and analysts are looking for reassurance that it’s finally on track to be released and can help drive future sales of its flagship line of phones. “I’ve become more confident Apple can deliver on AI, but we do need to see it execute for me to feel more comfortable underwriting more durable long-term growth,” said Kyle Levins , information technology analyst at Harding Loevner. “There’s potential for AI to really accelerate the iPhone upgrade cycle, and if we get a sense that this cycle is going to be bigger, longer, and more durable on account of AI, then I think we can expect to see more upside in the stock.” Many analysts are optimistic that a strong AI showing at WWDC will support further gains for Apple shares. Morgan Stanley analyst Erik Woodring said a “polished AI platform and clear Agentic vision” could accelerating iPhone upgrades and lifting Services monetization, driving the stock to as high as $440, more than 40% above where it closed Friday. Woodring called the event a “a pivotal catalyst to reframe Apple as an ‘AI winner,’” adding that for other companies, “being seen an ‘AI Winner’ drives a c...
AlterYourReality/iStock via Getty Images Broadcom Inc.'s ( AVGO ) earnings selloff illustrates the gap between market expectations and reality. The market punished the firm for being weak with its AI forecasts. Nonetheless, revenues increased by 48%, AI semiconductors’ revenues shot up by 143%, profits were at 67% operating margins, and bookings were over $30 billion. Management expects the demand...
AlterYourReality/iStock via Getty Images Broadcom Inc.'s ( AVGO ) earnings selloff illustrates the gap between market expectations and reality. The market punished the firm for being weak with its AI forecasts. Nonetheless, revenues increased by 48%, AI semiconductors’ revenues shot up by 143%, profits were at 67% operating margins, and bookings were over $30 billion. Management expects the demand to last until 2028. Therefore, the recent selloff was more about repositioning than deterioration of Broadcom's underlying fundamentals. I maintain my buy rating because of the company's excellent visibility and record-high profitability. Why Financial Performance Indicates A Solid Future Ahead As mentioned before, Broadcom showed exceptionally high profitability in Q2 2026. Revenue hit a record high of $22.2 billion (+48% year-over-year). Semiconductor revenues reached $15 billion (+79% y/y) , with the AI segment accounting for $10.8 billion and showing a 143% y/y growth. This means that AI semiconductors now generate almost half of the company's income. Earnings Release Another remarkable feature of the earnings is Broadcom's outstanding profitability. While the gross margin fell, the operating margin improved by 4 percentage points to reach 67%, while the adjusted EBITDA margin reached 69%. The operating income surged by 52% to a record $14.9 billion. As seen, expenses increased less rapidly than revenue. Cash flows are solid, with free cash flows reaching $10.3 billion. Earnings Release According to the Q2 guidance, the company expects Q3 revenues to amount to $29.4 billion (+84% y/y), and AI semiconductor revenues to be $16 billion (more than double compared to Q3 2025). During the full fiscal year, Broadcom predicts revenues exceeding $56 billion for the AI semiconductors segment, representing 180% growth compared to the prior year. For FY 2027, the company expects more than $100 billion of revenue in its AI semiconductors segment. It is supported by the massive orde...
AlterYourReality/iStock via Getty Images Broadcom Inc.'s ( AVGO ) earnings selloff illustrates the gap between market expectations and reality. The market punished the firm for being weak with its AI forecasts. Nonetheless, revenues increased by 48%, AI semiconductors’ revenues shot up by 143%, profits were at 67% operating margins, and bookings were over $30 billion. Management expects the demand...
AlterYourReality/iStock via Getty Images Broadcom Inc.'s ( AVGO ) earnings selloff illustrates the gap between market expectations and reality. The market punished the firm for being weak with its AI forecasts. Nonetheless, revenues increased by 48%, AI semiconductors’ revenues shot up by 143%, profits were at 67% operating margins, and bookings were over $30 billion. Management expects the demand to last until 2028. Therefore, the recent selloff was more about repositioning than deterioration of Broadcom's underlying fundamentals. I maintain my buy rating because of the company's excellent visibility and record-high profitability. Why Financial Performance Indicates A Solid Future Ahead As mentioned before, Broadcom showed exceptionally high profitability in Q2 2026. Revenue hit a record high of $22.2 billion (+48% year-over-year). Semiconductor revenues reached $15 billion (+79% y/y) , with the AI segment accounting for $10.8 billion and showing a 143% y/y growth. This means that AI semiconductors now generate almost half of the company's income. Earnings Release Another remarkable feature of the earnings is Broadcom's outstanding profitability. While the gross margin fell, the operating margin improved by 4 percentage points to reach 67%, while the adjusted EBITDA margin reached 69%. The operating income surged by 52% to a record $14.9 billion. As seen, expenses increased less rapidly than revenue. Cash flows are solid, with free cash flows reaching $10.3 billion. Earnings Release According to the Q2 guidance, the company expects Q3 revenues to amount to $29.4 billion (+84% y/y), and AI semiconductor revenues to be $16 billion (more than double compared to Q3 2025). During the full fiscal year, Broadcom predicts revenues exceeding $56 billion for the AI semiconductors segment, representing 180% growth compared to the prior year. For FY 2027, the company expects more than $100 billion of revenue in its AI semiconductors segment. It is supported by the massive orde...
A powerful magnitude 7.8 earthquake that struck southern Mindanao on Monday morning served as a stark reminder of the Philippines’ vulnerability to a major quake in Metro Manila, disaster experts said. The tremor, which triggered tsunami warnings along the southern coast, left collapsed buildings, damaged homes and debris-strewn streets in its wake. At least 19 people were killed and more than 130...
A powerful magnitude 7.8 earthquake that struck southern Mindanao on Monday morning served as a stark reminder of the Philippines’ vulnerability to a major quake in Metro Manila, disaster experts said. The tremor, which triggered tsunami warnings along the southern coast, left collapsed buildings, damaged homes and debris-strewn streets in its wake. At least 19 people were killed and more than 130 injured, with scores still missing, local disaster authorities said. For disaster planners, the...
Investors choosing between First Trust Nasdaq Food & Beverage ETF (NASDAQ:FTXG) and Invesco Food & Beverage ETF (NYSEMKT:PBJ) may weigh the First Trust fund's higher distribution yield against the Invesco fund's higher historical total returns. The First Trust Nasdaq Food & Beverage ETF (FTXG) and the Invesco Food & Beverage ETF (PBJ) both provide targeted exposure to the companies that stock our ...
Investors choosing between First Trust Nasdaq Food & Beverage ETF (NASDAQ:FTXG) and Invesco Food & Beverage ETF (NYSEMKT:PBJ) may weigh the First Trust fund's higher distribution yield against the Invesco fund's higher historical total returns. The First Trust Nasdaq Food & Beverage ETF (FTXG) and the Invesco Food & Beverage ETF (PBJ) both provide targeted exposure to the companies that stock our pantries and refrigerators. While they operate within the same niche, their indexing strategies and historical risk profiles offer distinct paths for sector-specific investors. 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. Dividend yield is the trailing-12-month distribution yield. Continue reading
(RTTNews) - SUNation Energy, Inc. (SUNE) on Monday announced a definitive merger agreement with Sunniva Inc. (SNNVF), under which the combined company will operate under the Suniva name and continue SUNation's Nasdaq listing.
(RTTNews) - SUNation Energy, Inc. (SUNE) on Monday announced a definitive merger agreement with Sunniva Inc. (SNNVF), under which the combined company will operate under the Suniva name and continue SUNation's Nasdaq listing.