4 days ago
This article was originally published on ETFTrends.com.
To the dismay of advisors and fixed income investors, the words "clear" and "overt" seem to have left the Federal Reserve's lexicon. However, there are avenues for investors looking for the combination of elevated income and reduced rate risk.
The WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) is one of the ETF's that accomplishes those objectives. The $260.2 million HYZD, tracks the WisdomTree U.S. High Yield Corporate Bond, Zero Duration Index. It could be a valuable tool as new Fed Chairman Kevin Warsh scrutinizes the central bank's data inputs, balance sheet, and commentary on rates.
"In terms of forward guidance, investors have already witnessed the Chairman's plans where the goal is to essentially remove this form of communication to the markets," observed WisdomTree. "Some clear-cut examples were the scaled back, just the facts, Greenspan-esque, June FOMC policy statement as well as Warsh's non-participation in the dot plot. The balance sheet question will take longer to resolve, but the examination of the data the Fed uses to set policy deserves some attention."
HYZD turns 13 years old in December. It carries a 30-day SEC yield of 6% and an effective duration of 0.30 years. For many investors, that high yield and low duration would be enough. No further examination required. However, it is worth digging deeper into HYZD.
#duration #income
To the dismay of advisors and fixed income investors, the words "clear" and "overt" seem to have left the Federal Reserve's lexicon. However, there are avenues for investors looking for the combination of elevated income and reduced rate risk.
The WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) is one of the ETF's that accomplishes those objectives. The $260.2 million HYZD, tracks the WisdomTree U.S. High Yield Corporate Bond, Zero Duration Index. It could be a valuable tool as new Fed Chairman Kevin Warsh scrutinizes the central bank's data inputs, balance sheet, and commentary on rates.
"In terms of forward guidance, investors have already witnessed the Chairman's plans where the goal is to essentially remove this form of communication to the markets," observed WisdomTree. "Some clear-cut examples were the scaled back, just the facts, Greenspan-esque, June FOMC policy statement as well as Warsh's non-participation in the dot plot. The balance sheet question will take longer to resolve, but the examination of the data the Fed uses to set policy deserves some attention."
HYZD turns 13 years old in December. It carries a 30-day SEC yield of 6% and an effective duration of 0.30 years. For many investors, that high yield and low duration would be enough. No further examination required. However, it is worth digging deeper into HYZD.
#duration #income
6 days ago
Dodge & **** Fund, an investment management company, released its second-quarter 2026 investor letter for "Dodge and **** Stock Fund". A copy of the letter can be downloaded here. Despite volatile oil prices and rising inflation, U.S. equities reached record highs in Q2 2026, driven by a technology-led rally, particularly in memory semiconductors. The Fund's Class A shares returned 5.57%, underperforming the S&P 500 Index's 15.20% return and the Russell 1000 Value Index's 13.84% gain, mainly due to underweighting in Information Technology and weak performances from several holdings. Concerns over AI disruption negatively impacted companies with strong franchises. The Fund's bottom-up investment approach allowed it to acquire shares in industry leaders with strong long-term fundamentals. The firm believes that increased exposure to high-quality businesses and a diversified portfolio positions the Fund well for future growth. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Dodge and **** Stock Fund highlighted Thermo Fisher Scientific Inc. (NYSE:TMO) as a newly added position. Thermo Fisher Scientific Inc. (NYSE:TMO) is a life science company focusing on providing life sciences solutions, **** ytical instruments, specialty diagnostics, and laboratory products and biopharma services. On July 21, 2026, Thermo Fisher Scientific Inc. (NYSE:TMO) closed at $523.46 per share, reflecting a market capitalization of $194.53 billion. Thermo Fisher Scientific Inc. (NYSE:TMO) posted a one-month return of 6.35%, while its shares gained 12.16% over the past 52 weeks.
Dodge and **** Stock Fund stated the following regarding Thermo Fisher Scientific Inc. (NYSE:TMO) in its Q2 2026 investor update:
"During the second quarter, concerns about AI disruption led to declines in a number of companies with strong franchises and solid profitability. Our bottom-up approach led us to establish several new positions in industry leaders whose shares have lagged, and where we believe the long-term fundamentals are not fully reflected in their current prices. We initiated a position in Visa, a leader in global payments, an industry characterized by strong network effects and high barriers to entry.
We also started a position in Thermo Fisher Scientific Inc. (NYSE:TMO), a leading global provider of life sciences tools, scientific instruments, and laboratory products and services. The company's shares recently declined to their lowest valuation in a decade as the industry navigates cyclical weakness due to customers' post-COVID inventory destocking. Despite this near-term pressure, Thermo Fisher generates substantial recurring revenues and has a track record of successful acquisitions. We believe the company's long-term prospects remain attractive and took advantage of the lower share price to establish a position."
#shares
In its Q2 2026 investor letter, Dodge and **** Stock Fund highlighted Thermo Fisher Scientific Inc. (NYSE:TMO) as a newly added position. Thermo Fisher Scientific Inc. (NYSE:TMO) is a life science company focusing on providing life sciences solutions, **** ytical instruments, specialty diagnostics, and laboratory products and biopharma services. On July 21, 2026, Thermo Fisher Scientific Inc. (NYSE:TMO) closed at $523.46 per share, reflecting a market capitalization of $194.53 billion. Thermo Fisher Scientific Inc. (NYSE:TMO) posted a one-month return of 6.35%, while its shares gained 12.16% over the past 52 weeks.
Dodge and **** Stock Fund stated the following regarding Thermo Fisher Scientific Inc. (NYSE:TMO) in its Q2 2026 investor update:
"During the second quarter, concerns about AI disruption led to declines in a number of companies with strong franchises and solid profitability. Our bottom-up approach led us to establish several new positions in industry leaders whose shares have lagged, and where we believe the long-term fundamentals are not fully reflected in their current prices. We initiated a position in Visa, a leader in global payments, an industry characterized by strong network effects and high barriers to entry.
We also started a position in Thermo Fisher Scientific Inc. (NYSE:TMO), a leading global provider of life sciences tools, scientific instruments, and laboratory products and services. The company's shares recently declined to their lowest valuation in a decade as the industry navigates cyclical weakness due to customers' post-COVID inventory destocking. Despite this near-term pressure, Thermo Fisher generates substantial recurring revenues and has a track record of successful acquisitions. We believe the company's long-term prospects remain attractive and took advantage of the lower share price to establish a position."
#shares
14 days ago
There's a corner of the artificial intelligence trade that hasn't been as flashy as memory giants Micron (MU) or SK Hynix (SKHY), but Wall Street says it could be poised for a strong run.
Analog chipmakers, which provide the components that manage power flow in everything from cars to data centers, have emerged as beneficiaries of the AI infrastructure boom.
"AI is increasingly becoming a meaningful **** og opportunity, with demand extending beyond the rack into power infra," Bank of America **** yst Vivek Arya wrote in a note Monday.
The firm expects most AI-related sales across the **** og chip group to grow 50% to more than 100% this year as **** og chips become increasingly important, given that AI data centers require massive amounts of power management.
Unlike memory chips, **** og semiconductors are tied to a much wider range of industries, including factory automation, electronics, aerospace and defense, and power infrastructure.
Analog chipmakers, which provide the components that manage power flow in everything from cars to data centers, have emerged as beneficiaries of the AI infrastructure boom.
"AI is increasingly becoming a meaningful **** og opportunity, with demand extending beyond the rack into power infra," Bank of America **** yst Vivek Arya wrote in a note Monday.
The firm expects most AI-related sales across the **** og chip group to grow 50% to more than 100% this year as **** og chips become increasingly important, given that AI data centers require massive amounts of power management.
Unlike memory chips, **** og semiconductors are tied to a much wider range of industries, including factory automation, electronics, aerospace and defense, and power infrastructure.
19 days ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
The biggest fear surrounding artificial intelligence is that it will replace workers. Amazon and Blue Origin founder Jeff Bezos thinks it could do the opposite.
Bezos pushed back against growing concerns over AI-driven job losses during a CNBC interview in June, arguing that many of the smartest voices warning about widespread unemployment are missing the bigger picture.
Don't Miss:
Wall Street Traders Pay Thousands For Market Data. This Platform Gives Everyday Investors Access To Advanced Tools.
The biggest fear surrounding artificial intelligence is that it will replace workers. Amazon and Blue Origin founder Jeff Bezos thinks it could do the opposite.
Bezos pushed back against growing concerns over AI-driven job losses during a CNBC interview in June, arguing that many of the smartest voices warning about widespread unemployment are missing the bigger picture.
Don't Miss:
Wall Street Traders Pay Thousands For Market Data. This Platform Gives Everyday Investors Access To Advanced Tools.
20 days ago
Key Takeaways
Nearly 989,000 wallets have collectively lost $3.81 billion on the TRUMP memecoin, according to blockchain **** ytics firm Nansen.
After peaking above $75 shortly after launch, the memecoin now trades around $1.65, erasing nearly all of its early gains.
President Donald Trump's financial disclosure showed he received approximately $636 million from the TRUMP memecoin venture.
The collapse of President Donald Trump's official memecoin has wiped out billions of dollars in investor wealth, according to new blockchain data from **** ytics firm Nansen.
Nearly 989,000 wallets have collectively lost $3.81 billion on the TRUMP memecoin, according to blockchain **** ytics firm Nansen.
After peaking above $75 shortly after launch, the memecoin now trades around $1.65, erasing nearly all of its early gains.
President Donald Trump's financial disclosure showed he received approximately $636 million from the TRUMP memecoin venture.
The collapse of President Donald Trump's official memecoin has wiped out billions of dollars in investor wealth, according to new blockchain data from **** ytics firm Nansen.
20 days ago
The market has priced this media and technology giant like a business in terminal decline, yet its financial statements tell a story of relentless cash generation.
Comcast (CMCSA) connects millions of American homes to the internet and creates the movies and shows they watch. Yet the market has treated its stock like a relic. Shares trade about 41% below their two-year high, a markdown that suggests a fundamental breakdown in the business. The company's cash flow statement, however, keeps disagreeing with the stock chart.
Over the last twelve months, Comcast generated free cash flow equal to 21.1% of its entire market value. For context, the median S&P 500 company has a free cash flow yield of 4.1%. This isn't a shrinking business bleeding cash; its revenue over the same period grew 1.4%. The core question for an investor today is sharp and simple: Is this business actually broken or just sharply marked down?
The cash statement tells a story of stability.
Despite the stock's poor performance, the business continues to operate at an immense scale. The company produced $125.28 billion in revenue over the last year, supported by a 15.3% operating margin. In its most recent quarter, it generated $3.9 billion of free cash flow and returned $2.5 billion to shareholders through dividends and buybacks. Its price-to-earnings multiple sits at 4.5x, a steep discount to the S&P 500 median of 24.9x.
Comcast (CMCSA) connects millions of American homes to the internet and creates the movies and shows they watch. Yet the market has treated its stock like a relic. Shares trade about 41% below their two-year high, a markdown that suggests a fundamental breakdown in the business. The company's cash flow statement, however, keeps disagreeing with the stock chart.
Over the last twelve months, Comcast generated free cash flow equal to 21.1% of its entire market value. For context, the median S&P 500 company has a free cash flow yield of 4.1%. This isn't a shrinking business bleeding cash; its revenue over the same period grew 1.4%. The core question for an investor today is sharp and simple: Is this business actually broken or just sharply marked down?
The cash statement tells a story of stability.
Despite the stock's poor performance, the business continues to operate at an immense scale. The company produced $125.28 billion in revenue over the last year, supported by a 15.3% operating margin. In its most recent quarter, it generated $3.9 billion of free cash flow and returned $2.5 billion to shareholders through dividends and buybacks. Its price-to-earnings multiple sits at 4.5x, a steep discount to the S&P 500 median of 24.9x.
26 days ago
TimesSquare Capital Management, an equity investment management company, released its "U.S. Mid Cap Growth Strategy" first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Strategy fell 7.72% (net) in the quarter compared to -6.35% for the Russell Midcap Growth Index. In the first quarter, markets navigated geopolitical tensions and economic resilience alongside temporary global tariffs. High oil prices and supply chain disruptions followed U.S. and Israeli involvement in Iran, prompting a shift to safer ****** ets and a reevaluation of supply chains and energy dependencies. Central banks maintained steady policies despite energy-driven inflation. In this environment, the Strategy remains focused on disciplined management teams with durable competitive advantages. Please review the Strategy's top five holdings to gain insights into their key selections for 2026.
In its first-quarter 2026 investor letter, TimesSquare Capital U.S. Mid Cap Growth Strategy highlighted Take-Two Interactive Software, Inc. (NASDAQ:TTWO). Take-Two Interactive Software, Inc. (NASDAQ:TTWO) is a leading American interactive entertainment solutions company. On June 30, 2026, Take-Two Interactive Software, Inc. (NASDAQ:TTWO) closed at $249.98 per share, reflecting a market capitalization of $46.41 billion. Take-Two Interactive Software, Inc. (NASDAQ:TTWO) posted a one-month return of 15.84%, and its shares gained 4.37% over the past 52 weeks.
TimesSquare Capital U.S. Mid Cap Growth Strategy stated the following regarding Take-Two Interactive Software, Inc. (NASDAQ:TTWO) in its Q1 2026 investor letter:
"For the Communication Services sector, we prefer to invest in media and services companies that are either well placed from an advertising perspective for their target audience or that provide differentiated services. Take-Two Interactive Software, Inc. (NASDAQ:TTWO) develops, publishes, and markets interactive entertainment, including ****** les such as Grand Theft Auto, LA Noire, Max Payne, Midnight Club, and Red Dead Redemption. Its shares sold off -23% amid speculation that Google's launch of Project Genie will affect game-developing companies. In our research, we determined that Genie does not pose a threat and believe the most important aspect is each company's intellectual property. Take-Two's fiscal third-quarter results give us confidence, and management reiterated that Grand Theft Auto 6 will launch in November. We added to the position on weakness."
Take-Two Interactive Software, Inc. (NASDAQ:TTWO) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 77 hedge fund portfolios held Take-Two Interactive Software, Inc. (NASDAQ:TTWO) at the end of the first quarter, compared to 78 in the previous quarter. Take-Two Interactive Software, Inc.'s (NASDAQ:TTWO) GAAP net revenue increased 6% to $1.68 billion in the fourth quarter of fiscal year 2026, while cost of revenue declined 5% to $7
In its first-quarter 2026 investor letter, TimesSquare Capital U.S. Mid Cap Growth Strategy highlighted Take-Two Interactive Software, Inc. (NASDAQ:TTWO). Take-Two Interactive Software, Inc. (NASDAQ:TTWO) is a leading American interactive entertainment solutions company. On June 30, 2026, Take-Two Interactive Software, Inc. (NASDAQ:TTWO) closed at $249.98 per share, reflecting a market capitalization of $46.41 billion. Take-Two Interactive Software, Inc. (NASDAQ:TTWO) posted a one-month return of 15.84%, and its shares gained 4.37% over the past 52 weeks.
TimesSquare Capital U.S. Mid Cap Growth Strategy stated the following regarding Take-Two Interactive Software, Inc. (NASDAQ:TTWO) in its Q1 2026 investor letter:
"For the Communication Services sector, we prefer to invest in media and services companies that are either well placed from an advertising perspective for their target audience or that provide differentiated services. Take-Two Interactive Software, Inc. (NASDAQ:TTWO) develops, publishes, and markets interactive entertainment, including ****** les such as Grand Theft Auto, LA Noire, Max Payne, Midnight Club, and Red Dead Redemption. Its shares sold off -23% amid speculation that Google's launch of Project Genie will affect game-developing companies. In our research, we determined that Genie does not pose a threat and believe the most important aspect is each company's intellectual property. Take-Two's fiscal third-quarter results give us confidence, and management reiterated that Grand Theft Auto 6 will launch in November. We added to the position on weakness."
Take-Two Interactive Software, Inc. (NASDAQ:TTWO) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 77 hedge fund portfolios held Take-Two Interactive Software, Inc. (NASDAQ:TTWO) at the end of the first quarter, compared to 78 in the previous quarter. Take-Two Interactive Software, Inc.'s (NASDAQ:TTWO) GAAP net revenue increased 6% to $1.68 billion in the fourth quarter of fiscal year 2026, while cost of revenue declined 5% to $7
27 days ago
The chip-equipment maker is posting record results at the heart of the AI buildout, but its premium price and history of sharp downturns frame a difficult decision for investors.
If you want to understand Lam Research (LRCX), think of it as a high-tech landlord in a gold rush. The company doesn't mine for gold, it doesn't make the semiconductors themselves, but it builds and sells the incredibly complex machinery that does. Specifically, it's a leader in deposition and etch, two fundamental steps in carving circuits onto silicon wafers. Right now, the AI gold rush is on, and Lam's business is booming. The stock has reflected this, soaring 326% over the past year and trading at the very top of its 52-week range. After such a powerful move, the practical question for any buyer is whether you're stepping into a long-term technology shift or simply arriving late to a cyclical party.
What The Stock Costs Today
There's no way around it: you are paying a steep premium for a piece of this business. Lam Research trades at a price-to-earnings ratio of 70.6, nearly triple the S&P 500's multiple of 24.6. On a sales basis, the story is similar, with a price-to-sales ratio of 21.9 versus the market's 3.3. This isn't a stock the market has overlooked. Instead, it's one where investors are paying up for a specific story: that the "AI-driven demand environment is creating an ideal setup for continued outperformance," as management puts it. This valuation is only justified if the AI buildout proves to be a sustained, multi-year wave of investment, rather than a short-term spike, that keeps Lam's order books full and its high margins intact.
What You Get For It
What you get is a company firing on all cylinders. Lam just posted its "third consecutive record revenue quarter," hitting $5.8 billion in the most recent period, up 24% from a year ago. The engine here is the escalating complexity of AI chips, which management says is "driving higher deposition and etch intensity." This directly benefits Lam's core business. The company is also seeing strong growth in its Customer Support Business Group, which generated a record $2.1 billion in quarterly revenue by servicing and upgrading the large fleet of more than 100,000 of its chambers installed worldwide. This isn't a company struggling to fund its ambitions. With debt at just 0.8% of its market value, compared to 20.5% for the average S&P 500 company, and a balance sheet flush with cash, it can comfortably finance its growth, including a second manufacturing facility in Malaysia.
If you want to understand Lam Research (LRCX), think of it as a high-tech landlord in a gold rush. The company doesn't mine for gold, it doesn't make the semiconductors themselves, but it builds and sells the incredibly complex machinery that does. Specifically, it's a leader in deposition and etch, two fundamental steps in carving circuits onto silicon wafers. Right now, the AI gold rush is on, and Lam's business is booming. The stock has reflected this, soaring 326% over the past year and trading at the very top of its 52-week range. After such a powerful move, the practical question for any buyer is whether you're stepping into a long-term technology shift or simply arriving late to a cyclical party.
What The Stock Costs Today
There's no way around it: you are paying a steep premium for a piece of this business. Lam Research trades at a price-to-earnings ratio of 70.6, nearly triple the S&P 500's multiple of 24.6. On a sales basis, the story is similar, with a price-to-sales ratio of 21.9 versus the market's 3.3. This isn't a stock the market has overlooked. Instead, it's one where investors are paying up for a specific story: that the "AI-driven demand environment is creating an ideal setup for continued outperformance," as management puts it. This valuation is only justified if the AI buildout proves to be a sustained, multi-year wave of investment, rather than a short-term spike, that keeps Lam's order books full and its high margins intact.
What You Get For It
What you get is a company firing on all cylinders. Lam just posted its "third consecutive record revenue quarter," hitting $5.8 billion in the most recent period, up 24% from a year ago. The engine here is the escalating complexity of AI chips, which management says is "driving higher deposition and etch intensity." This directly benefits Lam's core business. The company is also seeing strong growth in its Customer Support Business Group, which generated a record $2.1 billion in quarterly revenue by servicing and upgrading the large fleet of more than 100,000 of its chambers installed worldwide. This isn't a company struggling to fund its ambitions. With debt at just 0.8% of its market value, compared to 20.5% for the average S&P 500 company, and a balance sheet flush with cash, it can comfortably finance its growth, including a second manufacturing facility in Malaysia.
28 days ago
McDonald's Corp. (MCD) stock has tumbled based on fears about how gas prices have affected sales. But it may have been overdone, especially now that gas prices are falling. This article looks at ways to play MCD stock using out-of-the-money puts and in-the-money calls.
MCD closed at $269.76 on Friday, June 26, up from a recent trough of $264.54 on June 25. Moreover, it's well below a 3-month peak of $311.36 on April 17.
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MCD closed at $269.76 on Friday, June 26, up from a recent trough of $264.54 on June 25. Moreover, it's well below a 3-month peak of $311.36 on April 17.
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