peshkov/iStock via Getty Images High-Quality Dividend Stock Investable Universe On September 1, 2024, I started tracking an investable universe of what I believe to be 50 high-quality dividend growth stocks. You can find out more about the formation of this investable universe in the original article . The goal for this investable universe is to identify high-quality companies and track them to id...
peshkov/iStock via Getty Images High-Quality Dividend Stock Investable Universe On September 1, 2024, I started tracking an investable universe of what I believe to be 50 high-quality dividend growth stocks. You can find out more about the formation of this investable universe in the original article . The goal for this investable universe is to identify high-quality companies and track them to identify opportune entry points. As share prices swing up and down and business fundamentals change daily, my custom tracking tool updates the valuation ratings for each stock and helps me figure out where to focus my attention. The investable universe as a whole started 2026 on a positive note, with all 50 stocks providing a positive total return of 4.06%. That positive momentum extended into February, with the universe finishing the month with another positive gain of 2.66%. However, this positive start to the year ended in March with the universe declining by 7.28%. For comparison, the SPDR S&P 500 ETF ( SPY ) also declined in March but by a smaller percentage, 4.93% . Meanwhile, the Schwab U.S. Dividend Equity ETF ( SCHD ) started the year very strong but was unable to muster a positive gain in March either, the ETF declined by 2.62% . Here are cumulative returns since 1/1/25: Investable Universe: +9.50 %. SPY: +11.88 %. SCHD: +14.27%. In a matter of 3 months SCHD has eclipsed SPY and my universe. It'll be interesting if the ETF can hold onto this lead throughout the remainder of the year. Here are the top 10 performers from the universe in 2026: EOG Resources ( EOG ) +39.00% Applied Materials ( AMAT ) +33.15% Lam Research ( LRCX ) +24.96% Old Dominion ( ODFL ) +24.78% KLA Corporation ( KLAC ) +21.33% Monolithic Power Systems ( MPWR ) +20.84% ROSS Stores ( ROST ) +20.51% The Toro Company ( TTC ) +19.20% Fastenal ( FAST ) +16.26% Hershey ( HSY ) +14.99% Below is an update for this investable universe as of April 6, 2026. Investable Universe Let's start with a snapshot of t...
In this video, I will discuss SoFi (NASDAQ: SOFI) , Meta , Claude Mythos, and its impact on cybersecurity stocks. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of March. 27, 2026. The video was published on March. 27, 2026. Continue reading
In this video, I will discuss SoFi (NASDAQ: SOFI) , Meta , Claude Mythos, and its impact on cybersecurity stocks. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of March. 27, 2026. The video was published on March. 27, 2026. Continue reading
May arabica coffee (KCK26 ) today is down -11.80 (-3.96%), and May ICE robusta coffee (RMK26 ) is down -115 (-3.34%). Coffee prices are plunging today, with arabica falling to a 3-week low and robusta dropping to an 8-month nearest-futures low. Coffee prices have retreated over the past two weeks...
May arabica coffee (KCK26 ) today is down -11.80 (-3.96%), and May ICE robusta coffee (RMK26 ) is down -115 (-3.34%). Coffee prices are plunging today, with arabica falling to a 3-week low and robusta dropping to an 8-month nearest-futures low. Coffee prices have retreated over the past two weeks...
J Studios/DigitalVision via Getty Images The iShares Global 100 ETF ( IOO ) tracks a basket of 100 (or so) U.S.-based and International large-cap stocks that make up the S&P Global 100 Index. The fund is over 25 years old, with an inception date of December 5, 2000. Since then, the fund has returned a total of 7.3% annually. The data below, taken from the ETF's website, only shows a 1Y total retur...
J Studios/DigitalVision via Getty Images The iShares Global 100 ETF ( IOO ) tracks a basket of 100 (or so) U.S.-based and International large-cap stocks that make up the S&P Global 100 Index. The fund is over 25 years old, with an inception date of December 5, 2000. Since then, the fund has returned a total of 7.3% annually. The data below, taken from the ETF's website, only shows a 1Y total return of 26.4% because it's dated to the end of February. As of the current date (4/7 pre-market), the TR is over 43% . IOO Website At an expense ratio of 0.40%, this is among the more expensive index ETFs, with similar and equally liquid ETFs normally charging between 0.03% and 0.20%. In spite of the ETF promoting a global investment perspective, its holdings are heavily concentrated in the United States. Almost 80% of the fund is made up of U.S. securities, but that's only because the ETF is weighted by market cap. IOO Website That's unavoidable since the largest companies in the world are located in the United States, so the international portion ends up being just a smidgen over 21%. Think of it like this: You're still anchored to domestic large caps for greater stability and growth prospects, but you're replacing a fifth of the top 100 securities of the S&P 500 ( SP500 ) basket with international names to gain global exposure. The Selection Process and Composition The S&P Global 100 Index, which is "a subset of the S&P Global 1200" is what guides IOO's make-up. Since the ETF uses a simple indexing methodology based on size, liquidity, and sector, you'll see technology being the obvious overweight sector at 42.5%. IOO Website The indexing process uses a "representative sampling" method to identify securities for inclusion, and is obligated to invest a minimum of 80% of its funds in U.S-listed stocks and depository receipts. That also means the fund managers can allocate up to 20% of the monies towards derivatives, the money market, cash and cash equivalents. One point to hi...
Although the S&P 500 and many stocks are down so far this year, Comfort Systems USA (NYSE: FIX) has been a notable exception. Shares are up by more than 54% year to date through April 6 as the HVAC company continues to function as a critical pick-and-shovel play for artificial intelligence (AI) infrastructure. The chips that power AI software require cool temperatures, and that's where Comfort Sys...
Although the S&P 500 and many stocks are down so far this year, Comfort Systems USA (NYSE: FIX) has been a notable exception. Shares are up by more than 54% year to date through April 6 as the HVAC company continues to function as a critical pick-and-shovel play for artificial intelligence (AI) infrastructure. The chips that power AI software require cool temperatures, and that's where Comfort Systems USA comes into play, though it's not exclusively an AI stock , which is a good thing. If you're wondering if investing in Comfort Systems USA today can take you to millionaire status, here's my answer: It could certainly be a strong part of a diversified portfolio that gets you to a million. Image source: Getty Images. Continue reading
President threatens in Truth Social post to annihilate Iran if government ignores deadline to reopen strait of Hormuz US politics live – latest updates Sign up for the Breaking News US newsletter email Donald Trump on Tuesday morning threatened to completely annihilate the entirety of Iranian civilization should their government ignore his 8pm ET deadline to reopen the strait of Hormuz. The presid...
President threatens in Truth Social post to annihilate Iran if government ignores deadline to reopen strait of Hormuz US politics live – latest updates Sign up for the Breaking News US newsletter email Donald Trump on Tuesday morning threatened to completely annihilate the entirety of Iranian civilization should their government ignore his 8pm ET deadline to reopen the strait of Hormuz. The president’s own words, posted publicly and tied to a specific deadline and set of demands, provide unusually direct evidence of intent to violate international law, and were being met with shock and dismay by Democrats. Continue reading...
(RTTNews) - Despite a good spell in positive territory before mid-afternoon, the major European markets closed in the red on Tuesday as investors chose to stay cautious ahead of the expiration of U.S. President Donald Trump's deadline for Iran to reopen the Strait of Hormuz.
(RTTNews) - Despite a good spell in positive territory before mid-afternoon, the major European markets closed in the red on Tuesday as investors chose to stay cautious ahead of the expiration of U.S. President Donald Trump's deadline for Iran to reopen the Strait of Hormuz.
Russia and China on Tuesday vetoed a UN Security Council resolution aimed at reopening the Strait of Hormuz that had been repeatedly watered down in hopes those two countries would abstain. The vote – 11-2, with two abstentions from Pakistan and Colombia – took place just hours after US President Donald Trump issued an unprecedented threat that a “whole civilization will die tonight” if Iran does ...
Russia and China on Tuesday vetoed a UN Security Council resolution aimed at reopening the Strait of Hormuz that had been repeatedly watered down in hopes those two countries would abstain. The vote – 11-2, with two abstentions from Pakistan and Colombia – took place just hours after US President Donald Trump issued an unprecedented threat that a “whole civilization will die tonight” if Iran does not open the strategic waterway and make a deal before his 8pm deadline. One-fifth of the world’s...
Justin Sullivan/Getty Images News Apple's ( AAPL ) foldable version of its iconic iPhone remains on track for a September launch despite a recent report that it is facing engineering hurdles, according to Bloomberg. Nikkei Asia reported on Tuesday that i ssues surrounding the engineering of foldable iPhones are more complex and are taking more time to resolve than Apple had expected, and in the wo...
Justin Sullivan/Getty Images News Apple's ( AAPL ) foldable version of its iconic iPhone remains on track for a September launch despite a recent report that it is facing engineering hurdles, according to Bloomberg. Nikkei Asia reported on Tuesday that i ssues surrounding the engineering of foldable iPhones are more complex and are taking more time to resolve than Apple had expected, and in the worst-case scenario could delay the first shipment by months, according to multiple sources briefed on the matter. However, Bloomberg later reported that the foldable smartphone will launch alongside the iPhone 18 Pro and Pro Max models at the regular time later this year. Apple shares fell more than 4% following the report of the delay. However, they have since recovered somewhat. "Apple's foldable iPhone is - as of now - on track for a September debut with the iPhone 18 Pro," said Bloomberg's Apple reporter Mark Gurman in a post on X. "While supply could be limited initially, it's also on track to go on sale at the same time - or soon after - the Pro models. Nikkei report is off base." More on Apple Apple Before Q2: Weaponizing Memory Shortages And The Globalstar Acquisition Apple's Much-Needed Selloff Is Here - Resilient Prospects Trigger Buy Rating Apple's 50th Anniversary: A 'Solid Hold' For Wealth Preservation Apple dips on report of production delays for first foldable iPhone Apple App Store revenue up 7% in Q1, UBS says
Exxon Mobil stands to gain as the Middle East war continues to squeeze global helium supply , according to UBS. The five-week-old war against Iran could pose a threat to the semiconductor sector, alongside other industries that depend on helium, such as medical imaging and space rockets. The U.S. Geological Survey estimates that before the war, Qatar produced more than one-third of the world's hel...
Exxon Mobil stands to gain as the Middle East war continues to squeeze global helium supply , according to UBS. The five-week-old war against Iran could pose a threat to the semiconductor sector, alongside other industries that depend on helium, such as medical imaging and space rockets. The U.S. Geological Survey estimates that before the war, Qatar produced more than one-third of the world's helium supply. But as helium production in Qatar plunges in the wake of attacks on facilities, this could leave an opportunity for Exxon Mobil. "Exxon is a net beneficiary of the current helium market tightness, with upside to pricing and advantages in security of supply relative to certain industrial gas majors that rely on Qatar for production," wrote UBS analyst Manav Gupta. In a report out Monday, UBS reiterated a buy rating and 12-month price target of $171 on the nation's largest oil and gas producer, implying about 5% upside compared with Exxon Mobil's Monday close of $163.37. The oil and gas giant has surged 36% this year, excluding its dividend, currently yielding 2.56%. XOM 1Y mountain Exxon Mobil shares over the past year Exxon Mobil today supplies 20% of the world's helium supply from a natural gas plant near LaBarge, Wyoming that's unaffected by events in the Middle East, UBS said. "With an estimated eight decades worth of helium left to produce there, LaBarge is poised to play a significant role through the end of this century. This facility, is capable of producing ~1.4 billion cubic feet per year of Grade A helium," Gupta wrote. "With over 30% of global capacity disrupted, this location will play a key role in meeting global needs for Helium which is a critical element for many advanced technologies." Extracting helium wasn't even part of the facility's original design when it began producing natural gas in the mid-1980s. But helium production soon became central to LaBarge's operations after large quantities were discovered. Spot helium prices have soared to $...
AndreyPopov/iStock via Getty Images Market swings and oil price surges are rattling investors and driving a shift toward stability. Andres Rincon, Director and Head of ETF Sales and Strategy at TD Securities, says fund flows indicate investors are looking to commodity and defensive ETFs for protection and diversification. Transcript Greg Bonnell: Market volatility has picked up amid the continued ...
AndreyPopov/iStock via Getty Images Market swings and oil price surges are rattling investors and driving a shift toward stability. Andres Rincon, Director and Head of ETF Sales and Strategy at TD Securities, says fund flows indicate investors are looking to commodity and defensive ETFs for protection and diversification. Transcript Greg Bonnell: Market volatility has picked up amid the continued conflict in the Middle East. But where are investors looking for safety amid all the uncertainty? Joining us now to discuss where the funds are flowing is Andrés Rincon, Managing Director and Head of ETF Sales and Strategy with TD Securities. Andrés, welcome back to the program. Andrés Rincon: Thank you for having me. Greg Bonnell: These are interesting times. Obviously, people are trying to make investment decisions based on a lot of unknown variables. When it comes to fund flows in the ETF world, what are you seeing amid all this? Andrés Rincon: First and foremost, we're still seeing a lot of money go into the ETF space. As you put on the chart earlier, the S&P 500 has had a pretty good year to start. So we're still seeing a lot of money go into ETFs in general. If you look outside of ETFs, a lot of money is still flowing in to some degree. But it's a little bit different than what we see in ETF land. In ETF land, it's still slightly skewed towards equities, which would say it's risk-on. But I'll talk a little bit more about the intricacies of that. But if you look outside of ETFs, it's been a lot of money going into actually fixed income, so a flight to safety. So a bit of a divergence there between what you see in ETF land and bonds or flows in general. Now in ETFs, specifically, yes, if you look at flows, it's been very focused on equity ETFs. But it's not the same as last year. You've seen a lot of money going into energy ETFs, in materials ETFs. So commodities, in general, have been very, very popular. And also value ETFs, which include many of the same names that I ...
Steven Stewart and Mark Shephard tell high court LGBT Financial Recognition Scheme is ‘structurally unfair’ Two veterans who were forced to resign for being gay due to a ban on LGBT personnel in the armed forces have launched legal action against the Ministry of Defence (MoD) over a scheme set up to compensate them. Steven Stewart and Mark Shephard, who were both “effectively forced to resign” fro...
Steven Stewart and Mark Shephard tell high court LGBT Financial Recognition Scheme is ‘structurally unfair’ Two veterans who were forced to resign for being gay due to a ban on LGBT personnel in the armed forces have launched legal action against the Ministry of Defence (MoD) over a scheme set up to compensate them. Steven Stewart and Mark Shephard, who were both “effectively forced to resign” from the military due to their sexuality, and faced “enduring psychological and relational harm”, are taking legal action against the department over the rules of the LGBT Financial Recognition Scheme , with their lawyers telling the high court that it is “structurally unfair”. Continue reading...
Ward DeWitt/iStock Editorial via Getty Images As part of a broad reorganization of its television, film, and corporate divisions, Sony Pictures Entertainment, a subsidiary of Sony Group ( SONY ), is laying off hundreds of employees, according to an internal memo from Sony Pictures CEO Ravi Ahuja obtained by Variety . Ahuja assures employees the job cuts are not part of a cost-cutting initiative bu...
Ward DeWitt/iStock Editorial via Getty Images As part of a broad reorganization of its television, film, and corporate divisions, Sony Pictures Entertainment, a subsidiary of Sony Group ( SONY ), is laying off hundreds of employees, according to an internal memo from Sony Pictures CEO Ravi Ahuja obtained by Variety . Ahuja assures employees the job cuts are not part of a cost-cutting initiative but a “targeted and strategic” choice to drive growth in key areas and reorganize the company. As part of this reorganization, Sony’s Game Show Group will be combined with its Game Show Network under game shows president Suzanne Prete. Sony Pictures Television’s nonfiction division will be moved under TV studios president Katherine Pope, while the VFX firm Pixomondo will be shut down. “To support our growth, we are aligning our organization with where the business is going—not where it has been. That requires changes to how we are structured and where we invest. With that, we are reducing roles in certain areas while increasing focus and investment in others that are most critical to our future,” Ahuja said in the memo. More on Sony Sony Group: A Wide Moat Compounder At A 15x P/E Gift (Rating Upgrade) Sony Group Corporation (SONY) Q3 2026 Earnings Call Transcript Sony Group Corporation 2026 Q3 - Results - Earnings Call Presentation Stocks to watch after market Thursday: AVGO, AAOI, SONY Sony Interactive Entertainment acquires Cinemersive Labs
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Deal or destruction. President Trump escalates threats against Iran as his deadline looms. Markets on edge as war tensions collide with tech’s surprising resilience, even as a hidden helium shortage could disrupt AI and chip production. Bill Ackman makes a bold play for the world’s biggest music l...
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Deal or destruction. President Trump escalates threats against Iran as his deadline looms. Markets on edge as war tensions collide with tech’s surprising resilience, even as a hidden helium shortage could disrupt AI and chip production. Bill Ackman makes a bold play for the world’s biggest music label. And Fed official John Williams says inflation risks may rise, but policy is holding steady. Plus, Matt McKnight on why bio-threats are the next global battlefield, Ann Milletti on the overlooked risk to tech’s supply chain, and Jeff Aronson on why turmoil in private credit could be a rare opportunity. (Source: Bloomberg)
J Studios/DigitalVision via Getty Images Tesla: Blood in the Streets Stock Performance and Past Coverage Tesla, Inc. ( TSLA ), along with the broader market, is pulling back, and aggressively so. The stock is down around 21.5% year to date, underperforming the Mag 7, with the exception of Microsoft ( MSFT ), which is down around 23%. YCharts Over the past month, the situation hasn’t changed. Tesla...
J Studios/DigitalVision via Getty Images Tesla: Blood in the Streets Stock Performance and Past Coverage Tesla, Inc. ( TSLA ), along with the broader market, is pulling back, and aggressively so. The stock is down around 21.5% year to date, underperforming the Mag 7, with the exception of Microsoft ( MSFT ), which is down around 23%. YCharts Over the past month, the situation hasn’t changed. Tesla, along with Meta ( META ), is down around 11% over the past month, underperforming the market, with the S&P 500 ( SP500 ) down around 3.37%, as seen below. YCharts Long story short, the market is throwing Tesla out with the bathwater. The selloff, while painful, looks increasingly disconnected from the underlying business trajectory, and I’m seeing opportunity here. Yes, near-term delivery numbers face pressure from a softening demand environment and ongoing model transition noise. But zoom out, and the core thesis remains intact. Tesla is not just a car company, and it’s not valued as one. Tesla has become the only vertically integrated EV, energy, and autonomy platform operating at scale, and the market is currently pricing it as if none of that optionality matters. But context matters here, and the stock is moving in sympathy with the ongoing geopolitical uncertainty. I last covered Tesla in mid-March, when I downgraded the stock to a Hold due to my expectation that the macro risks and the technical picture could pressure the stock in the near term. Seeking Alpha The stock is down around 10% since then, and I think this is a pullback worth taking advantage of. I’m upgrading the stock to a cautious Buy at current levels. I’m not trying to time the market here, but I think that if we get any resolution on the geopolitical and tariff fronts, even a partial one, Tesla is well positioned to snap back hard. The stock has historically been a high-beta vehicle on the way up, and that cuts in your favor when sentiment turns bullish. The Latest: Tesla's Q1 '26 delivery report did...