Sunshine Seeds/iStock via Getty Images With the announcement of a fragile two week ceasefire agreement between the United States and Iran, and brokered by Pakistan, investors have jumped back to risk-on mode. I am one of them, and this piece focuses on the main industries and stocks that I'm buying after the ceasefire on Wednesday. That said, I didn't rush to reallocate all my parked capital. Why?...
Sunshine Seeds/iStock via Getty Images With the announcement of a fragile two week ceasefire agreement between the United States and Iran, and brokered by Pakistan, investors have jumped back to risk-on mode. I am one of them, and this piece focuses on the main industries and stocks that I'm buying after the ceasefire on Wednesday. That said, I didn't rush to reallocate all my parked capital. Why? According to some trackers , there have been only five transits in the last 24 hours through the Strait of Hormuz. In other words, the pain point that has been pressuring the markets (i.e., the Hormuz blockade) is still there, and the escalations in Lebanon and some of the Gulf states are not particularly reassuring. That said, I’m an optimist here, mainly because I don’t think it would make much sense for the U.S. to drag out the conflict, given the political pressure from the upcoming midterm elections. Therefore, I believe the lows are behind us, and waiting on the sidelines at this point doesn't make much sense, as one can easily miss any potential rally toward new highs. In this article, I focus on the industries and themes the market bid up on Wednesday, and I separate long-term opportunities from mere temporary bouncebacks. As a side note, I own most of the stocks that I mention in this article, as I believe in their long-term upside potential. Let me start with one of my favorite industries: industrials (not tech). Industrials Leading The Rebound First, I will focus on pure price action to surface the industries and themes that the market has been (aggressively) buying this Wednesday after the war overhang faded (well, mostly faded). Let's start with the sector-level performance. Guidance Terminal Notably, the top-performing sector on Wednesday was industrials. Why? Well, this sector tends to be highly sensitive to the Fed's monetary policy, both in terms of financing (these are asset-heavy businesses) and demand (think B2B purchases, made with borrowed capital). O...
Many technology stocks have been absolutely slammed over the past six months, as investors try to determine which companies will accelerate because of artificial intelligence (AI) and which will be left in the dust. But the funny thing about investors is that, unsurprisingly, they don't always get things right. The massive sell-offs in software and hardware tech stocks have left some high-growth c...
Many technology stocks have been absolutely slammed over the past six months, as investors try to determine which companies will accelerate because of artificial intelligence (AI) and which will be left in the dust. But the funny thing about investors is that, unsurprisingly, they don't always get things right. The massive sell-offs in software and hardware tech stocks have left some high-growth companies that are benefiting from agentic AI looking like great deals. Continue reading
On April 8, 2026, Sharkey, Howes & Javer established a new position in the iShares International Country Rotation Active ETF (NASDAQ:CORO) , acquiring 260,697 shares with an estimated transaction value of $8.38 million. According to a filing with the Securities and Exchange Commission dated April 8, 2026, Sharkey, Howes & Javer reported a new position in the iShares International Country Rotation ...
On April 8, 2026, Sharkey, Howes & Javer established a new position in the iShares International Country Rotation Active ETF (NASDAQ:CORO) , acquiring 260,697 shares with an estimated transaction value of $8.38 million. According to a filing with the Securities and Exchange Commission dated April 8, 2026, Sharkey, Howes & Javer reported a new position in the iShares International Country Rotation Active ETF. The firm acquired 260,697 shares during the quarter, with the estimated transaction value at $8.38 million based on average pricing for the period. The quarter-end value of the CORO stake was $8.38 million. The iShares International Country Rotation Active ETF provides investors with access to a dynamically managed portfolio that rotates exposure among various international equity markets. The fund leverages BlackRock's expertise in active management to identify attractive country allocations based on macroeconomic and market signals. This approach aims to deliver enhanced risk-adjusted returns compared to traditional passive international equity strategies. Continue reading
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, Riverview Bancorp, Inc. (Symbol: RVSB) will trade ex-dividend, for its quarterly dividend of $0.02, payable on 4/24/26. As a percentage of RVSB's recent stock price of $5.63, this dividend works out to
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, Riverview Bancorp, Inc. (Symbol: RVSB) will trade ex-dividend, for its quarterly dividend of $0.02, payable on 4/24/26. As a percentage of RVSB's recent stock price of $5.63, this dividend works out to
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, AllianzGI Convertible & Income Fund II (Symbol: NCZ) will trade ex-dividend, for its monthly dividend of $0.12, payable on 4/29/26. As a percentage of NCZ's recent stock price of $14.55, this divide
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, AllianzGI Convertible & Income Fund II (Symbol: NCZ) will trade ex-dividend, for its monthly dividend of $0.12, payable on 4/29/26. As a percentage of NCZ's recent stock price of $14.55, this divide
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, PIMCO Income Strategy Fund II (Symbol: PFN) will trade ex-dividend, for its monthly dividend of $0.0718, payable on 5/1/26. As a percentage of PFN's recent stock price of $7.05, this dividend works out
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, PIMCO Income Strategy Fund II (Symbol: PFN) will trade ex-dividend, for its monthly dividend of $0.0718, payable on 5/1/26. As a percentage of PFN's recent stock price of $7.05, this dividend works out
Looking at the universe of stocks we cover at Dividend Channel, on 4/10/26, BankUnited Inc. (Symbol: BKU) will trade ex-dividend, for its quarterly dividend of $0.33, payable on 4/30/26. As a percentage of BKU's recent stock price of $47.06, this dividend works out to approxima
Looking at the universe of stocks we cover at Dividend Channel, on 4/10/26, BankUnited Inc. (Symbol: BKU) will trade ex-dividend, for its quarterly dividend of $0.33, payable on 4/30/26. As a percentage of BKU's recent stock price of $47.06, this dividend works out to approxima
Uncertainty over US-Iran ceasefire pushes price of Brent crude towards $100 a barrel Business live – latest updates Middle East crisis – live updates The boss of Abu Dhabi’s state-owned oil company has said the strait of Hormuz is “not open” despite the US-Iran ceasefire agreed earlier this week, as uncertainty over the truce pushed the price of Brent crude towards $100 a barrel on Thursday. Sulta...
Uncertainty over US-Iran ceasefire pushes price of Brent crude towards $100 a barrel Business live – latest updates Middle East crisis – live updates The boss of Abu Dhabi’s state-owned oil company has said the strait of Hormuz is “not open” despite the US-Iran ceasefire agreed earlier this week, as uncertainty over the truce pushed the price of Brent crude towards $100 a barrel on Thursday. Sultan Al Jaber, the chief executive officer of the Abu Dhabi National Oil Company (Adnoc), said passage through the crucial waterway was subject to “permission, conditions and political leverage” by Iran. He said energy security and global economic stability depended on the strait being opened “fully, unconditionally and without restriction”. Continue reading...
Jonathan Kitchen Foreign information technology stocks have delivered good year-to-date returns in global equities in 2026. Japanese semiconductor and electronics companies have been the clear standouts, driven by surging global demand for advanced packaging, NAND flash memory, and precision instruments, core areas tied to the ongoing build-out of AI infrastructure. The following list ranks the to...
Jonathan Kitchen Foreign information technology stocks have delivered good year-to-date returns in global equities in 2026. Japanese semiconductor and electronics companies have been the clear standouts, driven by surging global demand for advanced packaging, NAND flash memory, and precision instruments, core areas tied to the ongoing build-out of AI infrastructure. The following list ranks the top 10 foreign IT stocks by year-to-date performance, featuring companies from Japan, Ireland, Israel, Germany, and the Netherlands, spanning semiconductors, data storage, life sciences instruments, and electronic components. The list is topped by Ibiden ( IBIDY ), with a YTD performance of 190.56%. Kioxia Holdings ( KXIAY ) and Rigaku Holdings ( RGAKF ) are next, with YTD returns of 164.36% and 159.14% respectively, establishing a strong top tier dominated by Japanese companies. Seagate Technology ( STX ) and Tower Semiconductor ( TSEM ) round out the rest of the top five, with YTD performances of 80.22% and 73.46%. Other notable foreign IT firms on the list include Camtek Ltd. ( CAMT ) and ROHM Co., Ltd. ( ROHCY ), both delivering gains above 58% year-to-date. Here is the list: Ibiden Co., Ltd. ( IBIDY ), YTD perf: 190.56% Kioxia Holdings Corporation ( KXIAY ), YTD perf: 164.36% Rigaku Holdings Corporation ( RGAKF ), YTD perf: 159.14% Seagate Technology Holdings plc ( STX ), YTD perf: 80.22% Tower Semiconductor Ltd. ( TSEM ), YTD perf: 73.46% Camtek Ltd. ( CAMT ), YTD perf: 59.94% ROHM Co., Ltd. ( ROHCY ), YTD perf: 58.02% Jenoptik AG ( JNPKF ), YTD perf: 56.12% BE Semiconductor Industries N.V. ( BESIY ), YTD perf: 54.10% FIT Hon Teng Limited ( FITGF ), YTD perf: 54.03% More on Seagate Technology, Tower Semiconductor, etc. BE Semiconductor: The AI Packaging Bottleneck Play Investors Overlook Seagate: HAMR Has Matured Into A Supply Story Seagate: Good Company, But I Don't Trust The Story At This Price Seagate rises as Morgan Stanley names it top pick Nasdaq rebounds to end f...
AeroVironment ( AVAV ) named Robert Smith as executive VP and chief operating officer, effective April 13, 2026. Smith will oversee Autonomous Systems and Space, Cyber & Directed Energy units, plus global operations and manufacturing. Smith joins from Raytheon (an RTX company), where he led a multi-billion-dollar radar and electronic warfare business. AVAV shares down 4.5%. More on AeroVironment A...
AeroVironment ( AVAV ) named Robert Smith as executive VP and chief operating officer, effective April 13, 2026. Smith will oversee Autonomous Systems and Space, Cyber & Directed Energy units, plus global operations and manufacturing. Smith joins from Raytheon (an RTX company), where he led a multi-billion-dollar radar and electronic warfare business. AVAV shares down 4.5%. More on AeroVironment AeroVironment: This Defense Stock Has Missed The Middle East Rally AeroVironment, Inc. (AVAV) Presents at JPMorgan Industrials Conference 2026 Transcript AeroVironment Mobilizes For High-Volume Deployment AeroVironment receives $25M contract from U.S. Air Force for technology development Artemis momentum lifts space outlook as BofA sees valuations steady
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, PIMCO Municipal Income Fund II (Symbol: PML) will trade ex-dividend, for its monthly dividend of $0.0395, payable on 5/1/26. As a percentage of PML's recent stock price of $7.58, this dividend works out
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, PIMCO Municipal Income Fund II (Symbol: PML) will trade ex-dividend, for its monthly dividend of $0.0395, payable on 5/1/26. As a percentage of PML's recent stock price of $7.58, this dividend works out
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, Saba Capital Income & Opportunities Fund Sbi (Symbol: BRW) will trade ex-dividend, for its monthly dividend of $0.085, payable on 4/30/26. As a percentage of BRW's recent stock price of $6.82, this
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, Saba Capital Income & Opportunities Fund Sbi (Symbol: BRW) will trade ex-dividend, for its monthly dividend of $0.085, payable on 4/30/26. As a percentage of BRW's recent stock price of $6.82, this
Looking at the universe of stocks we cover at Dividend Channel, on 4/10/26, VersaBank (Symbol: VBNK) will trade ex-dividend, for its quarterly dividend of $0.025, payable on 4/30/26. As a percentage of VBNK's recent stock price of $15.84, this dividend works out to approximatel
Looking at the universe of stocks we cover at Dividend Channel, on 4/10/26, VersaBank (Symbol: VBNK) will trade ex-dividend, for its quarterly dividend of $0.025, payable on 4/30/26. As a percentage of VBNK's recent stock price of $15.84, this dividend works out to approximatel
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, PIMCO Corporate Opportunity Fund (Symbol: PTY) will trade ex-dividend, for its monthly dividend of $0.1188, payable on 5/1/26. As a percentage of PTY's recent stock price of $12.33, this dividend works
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, PIMCO Corporate Opportunity Fund (Symbol: PTY) will trade ex-dividend, for its monthly dividend of $0.1188, payable on 5/1/26. As a percentage of PTY's recent stock price of $12.33, this dividend works
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, US Global Investors Inc (Symbol: GROW) will trade ex-dividend, for its monthly dividend of $0.0075, payable on 4/27/26. As a percentage of GROW's recent stock price of $2.46, this dividend works out to
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, US Global Investors Inc (Symbol: GROW) will trade ex-dividend, for its monthly dividend of $0.0075, payable on 4/27/26. As a percentage of GROW's recent stock price of $2.46, this dividend works out to
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, Werner Enterprises, Inc. (Symbol: WERN) will trade ex-dividend, for its quarterly dividend of $0.14, payable on 5/6/26. As a percentage of WERN's recent stock price of $32.03, this dividend works out to
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, Werner Enterprises, Inc. (Symbol: WERN) will trade ex-dividend, for its quarterly dividend of $0.14, payable on 5/6/26. As a percentage of WERN's recent stock price of $32.03, this dividend works out to
The North West Company press release ( NWC:CA ): Q4 GAAP EPS of $0.78. Revenue of $675.55M (+0.1% Y/Y) beats by $21.66M . More on The North West Company The North West Company Inc. (NWC:CA) Q4 2026 Earnings Call Transcript Historical earnings data for The North West Company Dividend scorecard for The North West Company Financial information for The North West Company
The North West Company press release ( NWC:CA ): Q4 GAAP EPS of $0.78. Revenue of $675.55M (+0.1% Y/Y) beats by $21.66M . More on The North West Company The North West Company Inc. (NWC:CA) Q4 2026 Earnings Call Transcript Historical earnings data for The North West Company Dividend scorecard for The North West Company Financial information for The North West Company
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, AllianzGI Convertible & Income Fund (Symbol: NCV) will trade ex-dividend, for its monthly dividend of $0.136, payable on 4/29/26. As a percentage of NCV's recent stock price of $16.21, this dividend
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, AllianzGI Convertible & Income Fund (Symbol: NCV) will trade ex-dividend, for its monthly dividend of $0.136, payable on 4/29/26. As a percentage of NCV's recent stock price of $16.21, this dividend
georgeclerk/iStock Unreleased via Getty Images Investment Thesis The market has an interesting form of memory loss called "selective amnesia." It seems as though everyone loved AI yesterday; today they don't. Yesterday’s enthusiasm has turned into fear over capex and geopolitics. I had my own take on what was going on before the war happened, and then the war made it even harder to determine what ...
georgeclerk/iStock Unreleased via Getty Images Investment Thesis The market has an interesting form of memory loss called "selective amnesia." It seems as though everyone loved AI yesterday; today they don't. Yesterday’s enthusiasm has turned into fear over capex and geopolitics. I had my own take on what was going on before the war happened, and then the war made it even harder to determine what to do. However, thanks to my analysis, I avoided getting a bad feeling in my stomach. The smoke is clearing today, and I think I got the better deal. On February 5th, when Amazon announced its quarterly results, I wrote an article describing how I went from a buy to a sell recommendation on Amazon ( AMZN ). I couldn't ignore the $200 billion in capital expenditures that would be incurred over the next few years and the cash flow visibility that was falling apart. I sold all my exposure to Amazon at that time. I avoided the uncertainty associated with volatility in the stock for several months. In addition to selling my exposure to Amazon, I reduced or eliminated my overall exposure to technology. As the conditions of the market have changed, I've begun to purchase positions that include Amazon. I plan to build up my exposure to those stocks and many others. The ceasefire has reignited risk appetite, but I find it hard to believe that a true and stable peace will quickly emerge from here. Instead, we should expect continued extreme levels of volatility as the market continues to weigh each day's apparent truce against another day's apparent belief that the war is still coming. Regardless of whether or not a lasting truce develops, within this analysis, I will provide you with the detailed mathematical explanation as to why the risk/reward ratio has moved back in our favor and why the numbers lead us directly to a target price of $283. A New Decade of Infrastructure Let me make it very clear: I did not "throw" Amazon into the flames in February. Amazon was and is a giant. I s...
In early trading on Thursday, shares of Amazon.com (AMZN) topped the list of the day's best performing Dow Jones Industrial Average components, trading up 1.6%. Year to date, Amazon.com has lost about 2.7% of its value. And the worst performing Dow component thus far on the da
In early trading on Thursday, shares of Amazon.com (AMZN) topped the list of the day's best performing Dow Jones Industrial Average components, trading up 1.6%. Year to date, Amazon.com has lost about 2.7% of its value. And the worst performing Dow component thus far on the da
Republicans will almost certainly block Democrats’ efforts to pass legislation amid ‘fragile’ two-week US-Iran ceasefire House Democrats will attempt Thursday to pass a resolution curtailing Donald Trump’s war powers over Iran – a move Republicans will almost certainly block, but one that signals unease on Capitol Hill about a Middle Eastern conflict on pause with no clear endgame. The vote, sched...
Republicans will almost certainly block Democrats’ efforts to pass legislation amid ‘fragile’ two-week US-Iran ceasefire House Democrats will attempt Thursday to pass a resolution curtailing Donald Trump’s war powers over Iran – a move Republicans will almost certainly block, but one that signals unease on Capitol Hill about a Middle Eastern conflict on pause with no clear endgame. The vote, scheduled for Thursday morning, will use a procedure called unanimous consent, which is a shortcut that allows legislation to pass the chamber instantly, without debate or a formal tally, so long as not a single member objects. Any one lawmaker can kill the resolution by simply objecting, and Republicans are expected to do exactly that. Continue reading...
Unum ( UNM ) declares $0.46/share quarterly dividend , in line with previous. Forward yield 2.37% Payable May 15; for shareholders of record April 24; ex-div April 24. See UNM Dividend Scorecard, Yield Chart, & Dividend Growth. More on Unum Unum Group (UNM) Presents at UBS Financial Services Conference 2026 Transcript Unum Group (UNM) Q4 2025 Earnings Call Transcript Unum Group 2025 Q4 - Results -...
Unum ( UNM ) declares $0.46/share quarterly dividend , in line with previous. Forward yield 2.37% Payable May 15; for shareholders of record April 24; ex-div April 24. See UNM Dividend Scorecard, Yield Chart, & Dividend Growth. More on Unum Unum Group (UNM) Presents at UBS Financial Services Conference 2026 Transcript Unum Group (UNM) Q4 2025 Earnings Call Transcript Unum Group 2025 Q4 - Results - Earnings Call Presentation Unum projects 8%–12% EPS growth for 2026 as it redefines core metrics and focuses on digital-driven premium expansion Unum Non-GAAP EPS of $1.92 misses by $0.19, revenue of $3.24B misses by $50M