You can tell Honda was trying to manage expectations when it emailed me to stress that "the Prelude is not a sports car." And I can understand why. On paper, the specs make the sleek coupe—technically a three-door hatch—seem underwhelming. Especially if you start comparing it to alternatives. A Mazda MX-5 or Subaru BRZ weighs hundreds of pounds less, and the Subaru packs more power than the Prelud...
You can tell Honda was trying to manage expectations when it emailed me to stress that "the Prelude is not a sports car." And I can understand why. On paper, the specs make the sleek coupe—technically a three-door hatch—seem underwhelming. Especially if you start comparing it to alternatives. A Mazda MX-5 or Subaru BRZ weighs hundreds of pounds less, and the Subaru packs more power than the Prelude's 200 hp (149 kW). A Volkswagen Golf GTI weighs about the same as the Prelude at 3,261 lbs (1,479 kg), but it delivers 20 percent more power and offers rear seats that actually accommodate adults. But after a week with the bright blue Prelude, it's hard to care about the specs. This might be one of the best cars we'll drive all year. Then again, looking back across the previous five generations , the Prelude was never really a sports car. It has always been a technology showcase for Honda, introducing features like fuel injection, four-wheel steering, variable valve timing, and active torque transfer. For the sixth-generation Prelude, the headline feature is Honda's S+ shift, which adds some sporty character to the OEM's four-cylinder hybrid. Read full article Comments
Carnival (CCL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Carnival (CCL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
William_Potter/iStock via Getty Images Investment Thesis This article continues my coverage of the iShares Core High Dividend ETF ( HDV ), which I put back on my watchlist in my last review on May 27, 2025. At the time, I expressed caution about its high-energy sector allocation, but ironically, that's the precise feature that's led to the solid returns we've seen this year. HDV is up 22.52% over ...
William_Potter/iStock via Getty Images Investment Thesis This article continues my coverage of the iShares Core High Dividend ETF ( HDV ), which I put back on my watchlist in my last review on May 27, 2025. At the time, I expressed caution about its high-energy sector allocation, but ironically, that's the precise feature that's led to the solid returns we've seen this year. HDV is up 22.52% over that period and has only recently given up its lead over the SPDR S&P 500 ETF ( SPY ). And that is the challenge of investing in dividend ETFs with high-energy sector exposure. Dividend investors often seek stability, but HDV's 22% exposure runs counter to that objective, so today, I'd like to evaluate HDV alongside three peers that also aim to combine dividends and stability, one of which I prefer most. As a result, I've assigned HDV a neutral "hold" rating, but I hope you enjoy reading about how the ETF works and some of the risks it faces, and I look forward to answering your questions in the comments afterward. HDV Overview: Strategy and Fund Facts According to its website and product brief , HDV seeks to track the Morningstar Dividend Yield Focus Index , which holds 75 high dividend-paying U.S. stocks. Per the product brief, "dividends have been a key driver of returns as well as an important source of income for many investors," and HDV offers cost-efficient access to a consistent, rules-based strategy with an expense ratio of just 0.08%. This low cost is important to dividend investors, as it indicates HDV shareholders will receive nearly all the distributions the fund receives. HDV, launched on March 29, 2011, has assets under management of $13.6 billion and has a trailing dividend yield of 2.89% as of June 10, 2026. The distribution frequency is quarterly, and all distributions are 100% QDI, per last year's tax summary by iShares. Prior year tax summaries indicate the same, such as this one from 2021 . In terms of strategy, the selection process starts with the Mor...
RHJ/iStock via Getty Images REalloys ( ALOY ) up 7.1% in Wednesday's trading after saying the Saskatchewan Research Council is expected to supply high-purity heavy rare earth materials to the company for qualification in Q4, ahead of the January 1, 2027, DFARS deadline, after which Chinese-origin rare earths become non-compliant for covered U.S . defense procurements. The SRC will produce high-pur...
RHJ/iStock via Getty Images REalloys ( ALOY ) up 7.1% in Wednesday's trading after saying the Saskatchewan Research Council is expected to supply high-purity heavy rare earth materials to the company for qualification in Q4, ahead of the January 1, 2027, DFARS deadline, after which Chinese-origin rare earths become non-compliant for covered U.S . defense procurements. The SRC will produce high-purity, magnet-grade dysprosium and terbium oxides, along with NdPr oxide, for REalloys ( ALOY ), which are expected to support the company's downstream metallization and permanent magnet manufacturing strategy centered on its Euclid, Ohio facility. REalloys ( ALOY ) has secured exclusive offtake for 80% of the commercial output from SRC's heavy rare earth separation and metallization facility, providing a unique North American source of Dy, Tb, and NdPr materials for downstream magnet manufacturing, with initial commercial production remaining on track for early 2027. " Through our partnership with SRC and our downstream metallization strategy in Ohio , we believe that REalloys is positioning itself to become a leading North American supplier of the heavy rare earth materials required for compliant defense supply chains," CEO Lipi Sternheim said. More on REalloys REalloys: A Bet On The U.S. Magnet Build-Out REalloys: Another All-American Magnet Company, But With Appealing Upside Potential Seeking Alpha's Quant Rating on REalloys
Russia restored access to Roblox Corp.’s gaming platform after concluding the company had complied with local legal requirements, according to Interfax. Roblox fully complied with Russian laws regarding user safety and the online gaming service is once again available throughout the country, the news service reported Wednesday, citing the Digital Ministry. Russia banned Roblox in December for inap...
Russia restored access to Roblox Corp.’s gaming platform after concluding the company had complied with local legal requirements, according to Interfax. Roblox fully complied with Russian laws regarding user safety and the online gaming service is once again available throughout the country, the news service reported Wednesday, citing the Digital Ministry. Russia banned Roblox in December for inappropriate content that communications watchdog Roskomnadzor said could “negatively impact the spiritual and moral development of children.” Russian officials held consultations with the platform’s owners and Roblox agreed to implement “a comprehensive set of measures to further protect children,” the Digital Ministry said, according to Interfax. Roblox also committed to combating “the spread of inappropriate content on the platform.” Earlier Wednesday the state-run Tass news service said that users already had access to Roblox. The Digital Ministry and Roskomnadzor had appealed the previous day to law enforcement agencies to lift the prohibition on the gaming platform.
Oksana Ermak/iStock via Getty Images Introduction At the end of 2025, I downgraded Chewy, Inc. ( CHWY ) to sell, with a price target of $30 . The stock was trading at a forward P/E of 64.2 while its underlying business was not growing accordingly. So, the setup seemed to be clearly pointing south. The stock did slide and trades now at $20, with little confirmation, as of now, that this could be, t...
Oksana Ermak/iStock via Getty Images Introduction At the end of 2025, I downgraded Chewy, Inc. ( CHWY ) to sell, with a price target of $30 . The stock was trading at a forward P/E of 64.2 while its underlying business was not growing accordingly. So, the setup seemed to be clearly pointing south. The stock did slide and trades now at $20, with little confirmation, as of now, that this could be, technically speaking, a bottom. So, while the market returned 8%, Chewy declined by 40%. It seems the destiny of many pandemic winners that are now suffering (have you looked at the 5-year graph for Nike or Zoom, just to name two big ones?). However, Chewy has just released its Q1 2026 earnings, and it beat estimates. It is then time to reassess whether the stock is still carrying the same degree of risk or not. Let me spoil it right away: I think the scenario is changing and that Chewy could deserve an upgrade. But let's look at the report step by step to see what I mean. Chewy's Q1 2026 Earnings Review Chewy reported quarterly net sales of $3.36B, representing a 7.7% YoY increase, with a gross margin expansion of 50 bps to 30.1%. Net income grew 51.9% to $94.8M, with a net margin expansion of 80 bps to 2.8%. The adjusted EBITDA was $253M, a 31.3% YoY growth with a margin expansion of 130 bps to 7.5%. So, we immediately have to admit that this is a margin inflection point, and I think this is the headline that matters the most. In fact, Chewy needs margin expansion to justify its multiples. CHWY Q1 2026 Earnings Presentation Now, margins can expand for many different reasons. In Chewy's case, we have three main drivers that are compounding. Firstly, active customer growth. This is not something that impacts only Chewy's volumes. When we read the 10-Q filing , we find that Chewy explains that the gross margin growth “is driven by growth in sponsored ads.” So, Chewy monetizes its active customers twice, both through sales and through ads. The second driver is the Autoship pro...