Key PointsVanguard Global ex-U.S. Real Estate ETF has a significantly lower expense ratio of 0.12% compared to 0.59% for State Street SPDR Dow Jones International Real Estate ETF.
Key PointsVanguard Global ex-U.S. Real Estate ETF has a significantly lower expense ratio of 0.12% compared to 0.59% for State Street SPDR Dow Jones International Real Estate ETF.
Robert Way/iStock Editorial via Getty Images Dating apps seem to me like a unique category of stocks. On the surface, they may seem like a social product like Facebook or Instagram ( META ). But Meta's platforms are ultimately advertising vehicles, and so they are trying to get people to be on the app for as long as possible, hence the emergence of "algorithms" and endless social media feeds. But ...
Robert Way/iStock Editorial via Getty Images Dating apps seem to me like a unique category of stocks. On the surface, they may seem like a social product like Facebook or Instagram ( META ). But Meta's platforms are ultimately advertising vehicles, and so they are trying to get people to be on the app for as long as possible, hence the emergence of "algorithms" and endless social media feeds. But dating apps aren't necessarily like this. For these businesses, advertising is at best a secondary revenue stream; the real money is made from selling premium features. So at the core of it, I think dating apps are more like marketplaces. Similar to how a platform like LendingTree ( TREE ) might connect people who want to buy financial products to the parties looking to sell them, dating apps are connecting people who are looking for relationships, or some social connection. People use dating apps for a specific purpose. Grindr ( GRND ) is one of the oldest and most well-known of the dating apps, but unlike the big players in Match Group ( MTCH ) and Bumble ( BMBL ), they cater to a specific demographic: gay men. Dating apps have mostly fallen out of favor as stocks; over the past five years, Match and Bumble are down 76% and 92%, respectively. Grindr has only been public since November 2022, when it went public via SPAC, and while it is above its IPO price, it has fallen 37% in the past year. However, I think this rerating for dating app stocks has brought them into value territory. They may not be huge growth engines like they were priced for at their peaks, but these businesses throw off a lot of cash, and I think they have more defendable positions than the market gives them credit for. Grindr in particular has shown a lot of pricing power in addition to growing its user base. In this article, I'm initiating my coverage of Grindr with a soft Buy rating. Although I like Match Group better at current valuations, Grindr has shown strong growth for multiple years now and ha...
Dragon Claws/iStock via Getty Images Co-authored with Hidden Opportunities Earnings season is conventionally chaotic and emotional. The financial markets experience volatility spikes, and headlines shift rapidly. Trade volumes can be very high, and prices can move rapidly depending on certain financial numbers in the earnings report, management's guidance, or analyst ratings. But beneath all that ...
Dragon Claws/iStock via Getty Images Co-authored with Hidden Opportunities Earnings season is conventionally chaotic and emotional. The financial markets experience volatility spikes, and headlines shift rapidly. Trade volumes can be very high, and prices can move rapidly depending on certain financial numbers in the earnings report, management's guidance, or analyst ratings. But beneath all that action and excitement, there's a quieter way to invest, with steady, growing income. While prices swing and opinions change, businesses that consistently generate massive amounts of cash and reward shareholders continue doing exactly that, largely unaffected by the day-to-day drama. This is our core focus at High Dividend Opportunities . Today, we will discuss two investment-grade names that didn't just navigate earnings season but decisively outperformed expectations and have an improved outlook for 2026 while continuing to deliver ~6% yields. Let's dive in! Pick #1: VZ - Yield 6.0% Verizon Communications ( VZ ) is the largest telecom company in the world by revenue. The company reported its Q1 2026 earnings on April 27th, delivering $1.28/share in adjusted EPS, reflecting a 7.6% YoY increase. This marks the company's highest adj. EPS growth in over four years. The company also disclosed 55,000 postpaid phone net adds (vs. negative 289K in Q1 2024) during a typically weaker Q1, marking the first time in 13 years that the company has delivered positive postpaid phone adds in the first quarter. For the full year 2026, management expects postpaid phone net adds to be in the upper half of the guidance range of 750,000 to 1 million. CEO Dan Schulman emphasized the company's strategy in strongly shifting towards recurring service revenues and deliberately away from low-margin promotional activity. There are early indications of positive momentum in this approach, as Q1 revenues grew 2.9% YoY to $34.4 billion, while the company's cost of customer acquisition and retention dropped...
Priority Technology press release ( PRTH ): Q1 Non-GAAP EPS of $0.28 beats by $0.07 . Revenue of $249.6M (+11.1% Y/Y) beats by $6.23M . Priority's outlook remains strong and we affirm our full year 2026 guidance: Revenue forecast to range between $1.01 billion to $1.04 billion vs $1.03B consensus, a growth rate of 6% to 9% compared to fiscal 2025 results Adjusted gross profit (a non-GAAP measure) ...
Priority Technology press release ( PRTH ): Q1 Non-GAAP EPS of $0.28 beats by $0.07 . Revenue of $249.6M (+11.1% Y/Y) beats by $6.23M . Priority's outlook remains strong and we affirm our full year 2026 guidance: Revenue forecast to range between $1.01 billion to $1.04 billion vs $1.03B consensus, a growth rate of 6% to 9% compared to fiscal 2025 results Adjusted gross profit (a non-GAAP measure) forecast to range between $405 million and $425 million Adjusted EBITDA (a non-GAAP measure) forecast to range between $230 million to $245 million Shares +4% PM. More on Priority Technology Priority Technology Holdings, Inc. 2025 Q4 - Results - Earnings Call Presentation Priority Technology Holdings, Inc. (PRTH) Q4 2025 Earnings Call Transcript Priority Technology: Tails I Win, Heads I Still Win Priority Technology forecasts $1.01B–$1.04B 2026 revenue as platform expansion continues Priority Technology Non-GAAP EPS of $0.27 misses by $0.01, revenue of $247.1M misses by $0.82M
Gary Yeowell Dream Finders Homes ( DFH ) proposed to buy Beazer Homes ( BZH ) in an all-cash deal at $25.75 per share, valued at $704M. The price represents a cash premium of ~40% over Beazer’s closing share price of $18.35 on May 5, 2026. The combination would create the seventh-largest U.S. homebuilder with the potential scale and resources to help expand the supply of attainable housing across ...
Gary Yeowell Dream Finders Homes ( DFH ) proposed to buy Beazer Homes ( BZH ) in an all-cash deal at $25.75 per share, valued at $704M. The price represents a cash premium of ~40% over Beazer’s closing share price of $18.35 on May 5, 2026. The combination would create the seventh-largest U.S. homebuilder with the potential scale and resources to help expand the supply of attainable housing across the country. The offer represents a full cash buyout, signaling a potential consolidation move in the U.S. homebuilding sector. BZH ( BZH ) stock price jumped over 22% to $23 on Monday during pre-market trade; DFH ( DFH ) also rose ~4%. More on Dream Finders Homes Dream Finders Homes: Valuation Not Yet Compelling Despite Stock Weakness Dream Finders Homes GAAP EPS of $0.11 misses by $0.06, revenue of $887.84M beats by $61.23M Builder confidence hits 7-month low: Here's how small cap homebuilding stocks stack up on Quant ratings Seeking Alpha’s Quant Rating on Dream Finders Homes Historical earnings data for Dream Finders Homes
Gri-spb Circle Internet ( CRCL ), the fintech behind USDC ( USDC-USD ) stablecoin, delivered Q1 results on Monday that reflected soaring USDC transaction volume, increased circulation, and total revenue and reserve income that exceeded the Wall Street consensus. "Circle’s first quarter reflected strong execution against a much bigger opportunity: the rapid convergence of AI platforms and economic ...
Gri-spb Circle Internet ( CRCL ), the fintech behind USDC ( USDC-USD ) stablecoin, delivered Q1 results on Monday that reflected soaring USDC transaction volume, increased circulation, and total revenue and reserve income that exceeded the Wall Street consensus. "Circle’s first quarter reflected strong execution against a much bigger opportunity: the rapid convergence of AI platforms and economic operating systems into a new internet stack," said co-founder, CEO, and Chairman Jeremy Allaire. The quarter's business highlights included a $222M presale of ARC tokens at a $3B fully diluted network valuation from a group of well-known investors, including a16z crypto, Apollo Funds ( APO ), ARK Invest, BlackRock ( BLK ), and Bullish ( BLSH ), among others . The company also announced on Monday Circle Agent Stack, a new set of services and tools designed for the agentic economy. Circle Internet (CIRCL) stock gained 1.2% in premarket trading. Q1 USDC ( USDC-USD ) onchain transaction volume was $21.5T, surging from $11.9T in Q4 and $5.9T in last year’s Q1. The number of meaningful wallets climbed to 7.2M at the end of Q1 from 6.8M in the previous quarter. USDC in circulation rose to $77.0B, beating the Visible Alpha consensus of $76.4B, from $75.3B in Q4 and $60.0B in Q1 2025. Q1 GAAP EPS of $0.21, trailing the average analyst estimate of $0.27, fell from $0.43 in Q4 and increased from nil in last year’s Q1. Q1 total revenue and reserve income of $694M, beating the average analyst estimate of $715M, decreased from $770M in the prior quarter and increased from $579M a year ago. Total distribution, transaction, and other costs fell to $407M from $461M in Q4 and rose from $348M in the previous Q1. RLDC (revenue less distribution cost) margin of 41% compared with 40% in the prior quarter and 40% a year ago. Other revenue of $42M, topping the Visible Alpha estimate of $39M, climbed from $37M in Q4 and $21M in last year’s Q1. Q1 adjusted EBITDA of $151M, vs. the $133M Visible Alph...
Dyne Therapeutics press release ( DYN ): Q1 GAAP EPS of -$0.73 beats by $0.04 . Cash, cash equivalents and marketable securities were $972.2 million as of March 31, 2026. The Company continues to expect that its cash, cash equivalents and marketable securities as of March 31, 2026, will be sufficient to fund its operations into the first quarter of 2028. More on Dyne Therapeutics Dyne Therapeutics...
Dyne Therapeutics press release ( DYN ): Q1 GAAP EPS of -$0.73 beats by $0.04 . Cash, cash equivalents and marketable securities were $972.2 million as of March 31, 2026. The Company continues to expect that its cash, cash equivalents and marketable securities as of March 31, 2026, will be sufficient to fund its operations into the first quarter of 2028. More on Dyne Therapeutics Dyne Therapeutics, Inc. (DYN) Presents at TD Cowen 46th Annual Health Care Conference Prepared Remarks Transcript Dyne Therapeutics: Strong DELIVER Data Strengthens The Bull Case Dyne Therapeutics GAAP EPS of -$0.76 beats by $0.02 Seeking Alpha’s Quant Rating on Dyne Therapeutics Historical earnings data for Dyne Therapeutics
Retail traders largely sat out a record-setting advance in chip stocks in April. Now they’re diving in just as worries mount that the group’s rally may be losing steam. Individual investors boosted purchases of technology shares to the highest level in a year last week, according to positioning data from JPMorgan Chase & Co. , with companies like memory chipmakers that benefit from all things arti...
Retail traders largely sat out a record-setting advance in chip stocks in April. Now they’re diving in just as worries mount that the group’s rally may be losing steam. Individual investors boosted purchases of technology shares to the highest level in a year last week, according to positioning data from JPMorgan Chase & Co. , with companies like memory chipmakers that benefit from all things artificial intelligence drawing the most interest. Hardware companies posted their second-largest inflow on record. While nothing prohibits the group from rallying further, a 60% leap in the Philadelphia Stock Exchange Semiconductor Index , or SOX, over the past six weeks made just about every valuation metric look stretched. For the mom-and-pop investors who waited until May to pile into the sector, it all presents the risk of a sudden shift in momentum that could saddle them with losses. “This earnings season validates the AI infrastructure trade as semis and memory chips delivered. Looking ahead, the market is increasingly priced for perfection,” said Dave Mazza , chief executive officer at Roundhill Financial Inc. “Retail re-engagement isn’t a bearish signal on its own, but it adds fuel to a move that’s come a long way and is starting to look parabolic.” The return of retail buyers marks a shift from earlier this spring, when many stayed on the sidelines during the market’s rebound after worries around the war in Iran pushed the S&P 500 Index to the cusp of a technical correction. Now, with peace talks between the US and Iran ongoing, the cohort is once again crowding into semiconductor and hardware names like Sandisk Corp. , Micron Technology Inc. , and Intel Corp . Furious momentum in the sector has driven the tech-heavy Nasdaq 100 Index up 25% in six weeks. “Semis are getting silly and are now in some cases as or more extreme than 1999,” Chris Verrone , head of technical and macro strategy at Strategas Securities LLC, said in a note to clients. “Parabolic charts can take...
(Bloomberg) -- Retail traders largely sat out a record-setting advance in chip stocks in April. Now they’re diving in just as worries mount that the group’s rally may be losing steam. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Inside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyDrone Hi...
(Bloomberg) -- Retail traders largely sat out a record-setting advance in chip stocks in April. Now they’re diving in just as worries mount that the group’s rally may be losing steam. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Inside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyDrone Hits Ship Near Qatar as US Awaits Iran Peace Plan ResponseJudge to Review Musk, SEC Settlement Deal in
Intellia Therapeutics press release ( NTLA ): Q1 GAAP EPS of -$0.81 beats by $0.08 . Revenue of $15.04M (-9.6% Y/Y) beats by $1.23M . More on Intellia Therapeutics Intellia Therapeutics And Wall Street Continue To Play Their D&D Game - Data And Doubt Intellia Therapeutics, Inc. (NTLA) Discusses Topline Phase 3 HAELO Trial Results for Lonvoguran Ziclumeran in Hereditary Angioedema - Slideshow Intel...
Intellia Therapeutics press release ( NTLA ): Q1 GAAP EPS of -$0.81 beats by $0.08 . Revenue of $15.04M (-9.6% Y/Y) beats by $1.23M . More on Intellia Therapeutics Intellia Therapeutics And Wall Street Continue To Play Their D&D Game - Data And Doubt Intellia Therapeutics, Inc. (NTLA) Discusses Topline Phase 3 HAELO Trial Results for Lonvoguran Ziclumeran in Hereditary Angioedema - Slideshow Intellia Therapeutics, Inc. (NTLA) Discusses Topline Phase 3 HAELO Trial Results for Lonvoguran Ziclumeran in Hereditary Angioedema Transcript Intellia Therapeutics prices $180M stock offering at discount Intellia Therapeutics launches $150M public stock offering
Trump rejected Iran's response to a U.S. peace proposal, calling it "totally unacceptable." And, Congressional Republicans are trying to push for three years of funding for immigration enforcement. (Image credit: Alex Wong)
Trump rejected Iran's response to a U.S. peace proposal, calling it "totally unacceptable." And, Congressional Republicans are trying to push for three years of funding for immigration enforcement. (Image credit: Alex Wong)
RA'ANANA, Israel, May 11, 2026 (GLOBE NEWSWIRE) -- Inspira™ Technologies OXY B.H.N. Ltd. (NASDAQ: IINN, IINNW) ("Inspira," "Inspira Technologies," or the "Company"), today issued a letter to its shareholders from its Chief Executive Officer, Dagi Ben-Noon.
RA'ANANA, Israel, May 11, 2026 (GLOBE NEWSWIRE) -- Inspira™ Technologies OXY B.H.N. Ltd. (NASDAQ: IINN, IINNW) ("Inspira," "Inspira Technologies," or the "Company"), today issued a letter to its shareholders from its Chief Executive Officer, Dagi Ben-Noon.
avagyanlevon/iStock via Getty Images AI is Not Going to Extinguish the Software Industry The Software Industry is not static, as we see from how some of the software names discussed below are evolving. This article is more about Datadog ( DDOG ) and its ilk in the enterprise software world than concern about Upwork ( UPWK ). UPWK is a small part ($1B market cap) of a group that includes Fiverr ( F...
avagyanlevon/iStock via Getty Images AI is Not Going to Extinguish the Software Industry The Software Industry is not static, as we see from how some of the software names discussed below are evolving. This article is more about Datadog ( DDOG ) and its ilk in the enterprise software world than concern about Upwork ( UPWK ). UPWK is a small part ($1B market cap) of a group that includes Fiverr ( FVRR ) and probably many other private companies. There are so many angles to this story. Let’s start with one of the biggest false themes of this decade. The notion that AI will destroy all Enterprise Software, making enterprise application software unnecessary. I keep looking for evidence, and it is just not there. It's frustrating, but it also offers an opportunity for those seeking alpha (see what I did there?) There Are 2 Categories of Enterprise Software First, it is what used to be called packaged software before it went to the cloud, so names like Workday ( WDAY ) and Salesforce ( CRM ) have been marked for death. As an aside, I think CRM could be run better, but that is not existential. No, here the conceit is that users are going to cancel their contracts, and these names are going the way of the buggy whip. The fact that the same AI software companies that are the 4 horsemen of the apocalypse for software actually use such software themselves seems to be lost on market participants. Check out this interesting Fast Company article where (scroll down 17 paragraphs) an executive at Anthropic states that they “built MCP so it could plug into Gmail, Slack, Salesforce, or whatever a company actually runs on.” ( cite ). The ability to run agentic software that can plug into actual enterprise software services means they need those capabilities to exist, and taking them away would be existential for them. Could they build these applications faster and more cost-effectively now? Yes, but enterprises have put in a ton of investment, and the software makers themselves have p...