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Yahoo
2 hours ago
- Business
- Yahoo
Overwhelmed by an Everchanging AI Investment Landscape? Consider Wedbush Analyst Dan Ives' ETF.
Key Points The recently launched Dan Ives Wedbush AI Revolution ETF offers a new spin on stock selection. This fund is very well-balanced and has a unique approach to creating its universe of prospects. The ETF is well-suited as a passive way to plug into artificial intelligence's long-term growth. 10 stocks we like better than Wedbush Series Trust - Dan Ives Wedbush Ai Revolution ETF › Invest in Gold Thor Metals Group: Best Overall Gold IRA Priority Gold: Up to $15k in Free Silver + Zero Account Fees on Qualifying Purchase American Hartford Gold: #1 Precious Metals Dealer in the Nation There's no denying that artificial intelligence (AI) is one of the biggest and best investment opportunities of a lifetime. But let's face it -- the industry is moving (and evolving) faster than most investors can move with it. Yesteryear's hot names aren't necessarily tomorrow's winners. It's a lot of work! Fortunately, there's a solution. Although it's not the only AI exchange-traded fund (ETF) to consider, the Dan Ives Wedbush AI Revolution ETF (NYSEMKT: IVES) could be one of the top ways to plug into the industry's ongoing growth. Who's Dan Ives, and why does he have his own ETF? If the name rings a bell, there's a reason. While plenty of investment research firms employ high-profile analysts, Wedbush's Dan Ives is particularly prolific. A managing director of the firm, as well as Wedbush's senior technology stock analyst, he's regularly seen on television wearing brightly colored clothing. He's also good at his job. That's why so many of the market's participants make a point of seeking him out to pick his brain. Now, he's making it easy to act on his insights (at least within the artificial intelligence arena). Last month, Wedbush launched the Dan Ives Wedbush AI Revolution ETF, built to reflect the performance of the Solactive Wedbush Artificial Intelligence Index. The Solactive index was also only recently established to serve as the basis for the fund itself and consists of the 30 companies that Ives highlights in his "Dan Ives AI 30 Research Report," which is updated every six months. Current holdings include the expected names, such as Microsoft, Palantir Technologies, and Broadcom. But there are also a few less-familiar outfits that arguably should be part of a well-balanced mix of AI stocks as well. And it is well-balanced. Unlike several other artificial intelligence ETFs, this one isn't exactly cap-weighted. Although the sizes of its constituent companies play a role in how much of the fund is allocated to each, no single stock is allowed to make up more than 4% of its total value. Yet, none of its tickers can make up less than 1% of its total invested assets, either. This means you're not overexposed to too many mega-companies and have some additional exposure to the smaller outfits that may offer more upside potential. The fund is rebalanced on a quarterly basis. What makes the Dan Ives Wedbush AI Revolution ETF so unique Then there's the eye-opening detail that really distinguishes this fund from its peers. As was noted, this ETF's holdings are touted as the personal picks of Dan Ives. And broadly speaking, they are. He's got a curious way of identifying his top prospects in the first place, however. See, while Ives may be hand-picking his favorite AI names for this fund, how Solactive is coming up with these potential picks is a bit unusual. As the fund's prospect explains, Solactive uses a "proprietary natural language processing algorithm" that scours earnings call transcripts, news articles, SEC filings, and other text-based information about a particular company that's readily available via the worldwide web to identify businesses that generate at least half of their revenue through technologies like artificial intelligence software, high-performance semiconductors, AI infrastructure, and the like. In other words, yes, this AI exchange-traded fund is using artificial intelligence to establish its universe of potential artificial intelligence stock picks, from which Wedbush's Dan Ives then selects what look like the best ones. As such, it is in an index fund, but in way it also isn't. In this vein, note the Solactive Wedbush Artificial Intelligence Index was also only recently designed and created mostly to accommodate the Ives ETF, which requires a bit of discretionary flexibility rather than adherence to a regimented, formulaic assembly of stocks. More index than not and an ideal way to play AI It's not the first or only fund to employ some sort of automated selection process that looks beyond familiar fundamental criteria. However, it appears to be the first to employ this particular AI-driven approach. Cool. The question is, will it work? Actively managed funds and too much discretionary trading activity have a history of underperforming buy-and-hold index funds, after all. For instance, over the past 10 years, Standard & Poor's reports that 84% of all large-cap mutual funds offered to U.S. investors failed to keep up with the benchmark S&P 500 index. Things don't look meaningfully better for the five-year and 15-year lookbacks either. Given the discretionary, non-index aspect of the Dan Ives Wedbush AI Revolution ETF, it could arguably suffer the same underlying difficulty in trying to pick individual stocks rather than letting time and the broad market's bullish tide do the bulk of the work. This is one of these instances, however, where the spirit and application of the premise feels far more "indexy" than not. Then there's the simple fact that the entire AI industry is apt to continue growing at a brisk pace for a long, long while. The United Nations Conference on Trade and Development expects the global AI market to grow from $189 billion in 2023 to $4.8 trillion by 2033. That's an average annualized growth pace of 38%, led by at least several of the 30 names in the Solactive Wedbush Artificial Intelligence Index. In other words, yes, if you're looking for an easy, passive way to invest in the AI revolution, the Dan Ives Wedbush AI Revolution ETF looks more than up to the task. Just brace for the volatility that you know these names are going to be dishing out. Should you buy stock in Wedbush Series Trust - Dan Ives Wedbush Ai Revolution ETF right now? Before you buy stock in Wedbush Series Trust - Dan Ives Wedbush Ai Revolution ETF, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Wedbush Series Trust - Dan Ives Wedbush Ai Revolution ETF wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $633,452!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,083,392!* Now, it's worth noting Stock Advisor's total average return is 1,046% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 29, 2025 James Brumley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Microsoft, Palantir Technologies, and Walmart. The Motley Fool recommends Broadcom and and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Overwhelmed by an Everchanging AI Investment Landscape? Consider Wedbush Analyst Dan Ives' ETF. was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
3 days ago
- Business
- Yahoo
Want Decades of Passive Income? Buy This Index Fund and Hold It Forever.
Key Points There are many forms of passive income. Investing in dividend-paying stocks is a particularly effective form. This ETF makes it easy -- and it's recently yielding a hefty 3.9%. 10 stocks we like better than Schwab U.S. Dividend Equity ETF › It's hard to beat passive income. Set up your investments and then money flows to you regularly, without your having to do any, or much, work. There are many forms of passive income, too, such as rent checks from properties you own, interest payments from savings accounts or bonds you own, royalties from books you wrote, and dividend income from dividend-paying stocks or dividend-focused exchange-traded funds (ETFs) you own. Here's a look at a particularly attractive way to collect passive income: the Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD). As an ETF, it's a fund that trades like a stock. And it offers not only dividend income but growing dividend income and the likelihood of its component holdings growing in value over time as well. Why dividends? In case you're not yet sold on the power of dividend investing, check out the table below: Dividend-Paying Status Average Annual Total Return, 1973-2024 Dividend growers and initiators 10.24% Dividend payers 9.20% No change in dividend policy 6.75% Dividend non-payers 4.31% Dividend shrinkers and eliminators (0.89%) Equal-weighted S&P 500 index 7.65% Data source: Ned Davis Research and Hartford Funds. See? Dividend-paying stocks are not boring investments made by grandparents. They're suitable for all kinds of investors, and they perform rather well, too. That's partly because a company has to grow enough to have fairly dependable income before it will commit to paying a regular dividend. A passive-income winner: The Schwab U.S. Dividend Equity ETF There are lots of dividend-focused ETFs, so what's so great about the Schwab US Dividend Equity ETF? Well, while some dividend ETFs deliver lots of income but relatively little growth, and others are strong growers but don't offer that much income, this ETF strikes a nice balance between the two. The Schwab US Dividend Equity ETF recently sported a very solid dividend yield of 3.9%. It tracks the Dow Jones U.S. Dividend 100 Index, which is "designed to measure the performance of high-dividend-yielding stocks in the U.S. with a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios." As an index fund, it aims to deliver roughly the same return as the index it tracks, less its fees, which are rather puny. The ETF's expense ratio (annual fee) is 0/06%, meaning that you'll fork over $6 per year for every $10,000 you have invested in the ETF. What's in the Schwab U.S. Dividend Equity ETF? Here are the ETF's recent top 10 holdings: Stock Weight in ETF Recent yield Texas Instruments 4.35% 2.53% Chevron 4.22% 4.56% PepsiCo 4.16% 3.90% Cisco Systems 4.11% 2.41% ConocoPhillips 4.10% 3.36% Amgen 3.99% 3.11% Merck 3.92% 3.97% Altria Group 3.84% 6.86% AbbVie 3.82% 3.51% Verizon Communications 3.80% 6.31% Source: as of July 22, 2025. You can see that these 10 (out of about 100) holdings, which together make up around 40% of the ETF's value, pay meaningful dividends. And as long as they remain healthy and growing, they're likely to increase their payouts over time. For context, note that the S&P 500 index recently yielded 1.23%. How has the Schwab U.S. Dividend Equity ETF performed? Finally, here's a look at how the ETF has performed in the past. I'll include the S&P 500's performance for comparison, using the Vanguard S&P 500 ETF (NYSEMKT: VOO): Fund 3-year average annual gain 5-year average annual gain 10-year average annual gain Schwab U.S. Dividend Equity ETF 8.14% 12.54% 11.39% Vanguard S&P 500 ETF 18.49% 15.69% 13.51% Source: as of July 22, 2025. You can see that, on average, investors are likely to see their money grow faster in a low-fee S&P 500 index fund, but it's not going to produce nearly as much income as the Schwab ETF. Some investors may want to park a portion of their long-term portfolio in each of the ETFs. Either or both will deliver decades of passive income, though one will deliver more. Should you invest $1,000 in Schwab U.S. Dividend Equity ETF right now? Before you buy stock in Schwab U.S. Dividend Equity ETF, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Schwab U.S. Dividend Equity ETF wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,628!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,063,471!* Now, it's worth noting Stock Advisor's total average return is 1,041% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Selena Maranjian has positions in AbbVie, Altria Group, Amgen, Schwab U.S. Dividend Equity ETF, and Verizon Communications. The Motley Fool has positions in and recommends AbbVie, Amgen, Chevron, Cisco Systems, Merck, Texas Instruments, and Vanguard S&P 500 ETF. The Motley Fool recommends Verizon Communications. The Motley Fool has a disclosure policy. Want Decades of Passive Income? Buy This Index Fund and Hold It Forever. was originally published by The Motley Fool
Business Insider
4 days ago
- Business
- Business Insider
Centrus Energy (LEU) Gets a Buy from Craig-Hallum
Craig-Hallum analyst Eric Stine maintained a Buy rating on Centrus Energy yesterday. The company's shares closed yesterday at $241.00. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Stine covers the Industrials sector, focusing on stocks such as NuScale Power, Electrovaya, and Ameresco. According to TipRanks, Stine has an average return of 6.9% and a 37.22% success rate on recommended stocks. In addition to Craig-Hallum, Centrus Energy also received a Buy from Evercore ISI's Nicholas Amicucci in a report issued on July 15. However, on July 21, UBS initiated coverage with a Hold rating on Centrus Energy (NYSE MKT: LEU). LEU market cap is currently $4.13B and has a P/E ratio of 37.79. Based on the recent corporate insider activity of 25 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of LEU in relation to earlier this year. Last month, KEVIN J HARRILL, the CFO & Treasurer of LEU sold 1,728.00 shares for a total of $217,728.00.
Yahoo
4 days ago
- Business
- Yahoo
1 No-Brainer High-Dividend S&P Index Fund to Buy Right Now for Less Than $50
Key Points The SPDR Portfolio S&P 500 High Dividend ETF is a low-cost dividend index fund. It provides exposure to the highest-paying dividend stocks in the S&P 500. With a 0.07% expense ratio, it's a smart way to create passive income and strong total return potential. 10 stocks we like better than SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF › There are dozens of excellent dividend-focused ETFs in the stock market, but one that could be especially appealing to long-term income investors is the SPDR Portfolio S&P 500 High Dividend ETF (NYSEMKT: SPYD). As the name suggests, the SPDR Portfolio S&P 500 High Dividend ETF is an index fund that focuses on S&P 500 (SNPINDEX: ^GSPC) companies with above-average dividend yields. It has a rock-bottom fee structure and could be an excellent way to get both growth and income potential in your portfolio without excessive volatility. The top quintile of S&P 500 dividend stocks Many investors don't realize it, but more than 80% of the stocks in the S&P 500 pay dividends. As of this writing, 408 of the 502 stocks in the index pay regular dividends. (Note: There are slightly more than 500 stocks because some stocks, like Alphabet, have more than one share class.) The SPDR Portfolio S&P 500 High Dividend ETF is an index fund that tracks the 80 highest-yielding companies in the S&P 500. The cutoff to be among the top 80 is a dividend yield of roughly 3.7%, although this isn't always the case due to share price fluctuations and other factors. Here's a look at some of the fund's largest holdings: Company (Symbol) % of the SPYD ETF Current Dividend Yield Phillip Morris 1.85% 3% Hasbro 1.77% 3.6% Franklin Resources 1.58% 5.3% AT&T 1.58% 4.1% Crown Castle 1.57% 4% AES 1.54% 5.1% Data source: State Street. Table by author. Over the past 12 months, the SPDR Portfolio S&P 500 High Dividend ETF has a distribution yield of about 4.5%, making it one of the higher-paying dividend ETFs in the market. It has a rock-bottom 0.07% expense ratio, which means that for every $1,000 you invest in the fund, your annual investment costs are just $0.70. To be clear, this isn't a fee you have to pay -- it will simply be reflected in the performance over time. Speaking of performance, since the fund's 2015 inception, it has delivered an annualized total return of about 8.5%. That's somewhat lower than the S&P 500 as a whole, but keep in mind that the S&P's total returns have been largely fueled by megacap tech stocks (which aren't included in this fund), and that many high-dividend stocks have far more consistent cash flows and less volatility, so there's a bit of a trade-off. In a nutshell, the SPDR Portfolio S&P 500 High Dividend ETF is a low-volatility way to achieve solid total returns and a consistent income stream over time. Why buy the SPDR Portfolio S&P 500 High Dividend ETF? This is an excellent ETF for income-seeking investors who also worry about capital preservation, but who don't want to simply put their money in fixed-income instruments like a bond ETF. It might not be the best fit for investors looking to grow their portfolio more aggressively. It's worth noting that although the S&P 500 is near an all-time high, the SPDR Portfolio S&P 500 High Dividend ETF is still about 8% below its peak. However, a falling interest rate environment, like most experts believe will happen over the next couple of years, could disproportionately benefit high dividend stocks. I don't want to turn this into a math lesson, but the general idea is that as risk-free interest rates fall (like Treasury yields), the yields of other income-focused instruments like high dividend stocks tend to fall as well. Since yield and price have an inverse relationship, this could cause shares of the SPDR Portfolio S&P 500 High Dividend ETF to gravitate higher. In short, this is an excellent income ETF to hold for the long term, and now could be an opportune time to buy before the Federal Reserve starts lowering rates. Should you buy stock in SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF right now? Before you buy stock in SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,628!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,063,471!* Now, it's worth noting Stock Advisor's total average return is 1,041% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Matt Frankel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet and Crown Castle. The Motley Fool recommends Hasbro and Philip Morris International. The Motley Fool has a disclosure policy. 1 No-Brainer High-Dividend S&P Index Fund to Buy Right Now for Less Than $50 was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
5 days ago
- Business
- Globe and Mail
Gencor Posts 6 Percent Q2 Revenue Drop
Key Points - GAAP revenue fell 6.1% in Q2 FY2025 from the prior-year period, and backlog dropped sharply by 44.8% year-over-year, from March 31, 2024, to March 31, 2025. - GAAP gross profit margin declined slightly in Q2 FY2025, while net income per share remained steady at $0.42 for the quarter ended March 31, 2025, compared to the same period in 2024. - Cash and marketable securities increased to $143.7 million as of Q2 FY2025, with no debt outstanding. These 10 stocks could mint the next wave of millionaires › Gencor Industries (NYSEMKT:GENC), a maker of equipment for the highway construction industry, reported its fiscal second quarter results on July 25, 2025. The most significant news was a 6.1% year-over-year decline in GAAP revenue, down to $38.2 million in Q2 FY2025, and a sharp drop in backlog to $27.8 million as of Q2 FY2025. Earnings per share (GAAP) held steady at $0.42 in Q2 FY2025. No analyst estimates were available for comparison. The quarter reflected stable underlying profitability and strong liquidity, but revealed cautionary signals, including declining sales, margin compression, and a materially lower backlog from a year ago, as reflected in GAAP results for Q2 FY2025. Business Overview and Success Factors Gencor Industries is a leading manufacturer of heavy machinery and systems used mainly in the production of asphalt and highway construction materials. Its main clients are highway construction firms that depend on federal and state infrastructure budgets to fund their purchases. The company's most critical success factors are the level of government infrastructure spending, its investment in technology-driven products, and its operational efficiency. Demand is closely tied to highway funding, which can cause order and revenue swings. Gencor emphasizes innovative, energy-efficient, and environmentally friendly equipment--often tailored to meet strict regulatory standards in roadbuilding and materials production. Quarter in Review: Revenue, Margin, and Backlog Trends During the quarter, GAAP revenue dropped 6.1% in Q2 FY2025. The revenue figure also reflected a decrease in contract equipment sales recognized at a point in time. Backlog, a leading indicator of future revenue, fell sharply to $27.8 million as of Q2 FY2025 from $50.4 million as of Q2 FY2024. Gross profit margin (GAAP) narrowed slightly to 29.7% from 30.3% in Q2 FY2025. Management attributed this dip to modestly higher material costs. Despite this, operating expenses declined as the company reduced product engineering and development costs to $681,000 for the quarter ended March 31, 2025, down from $893,000 a year earlier. This cut reflected a reduction in headcount. Selling, general, and administrative expenses also decreased. Net income for the quarter ended March 31, 2025, totaled $6.1 million, with EPS of $0.42 for the quarter ended March 31, 2025, unchanged from the same period in 2024. This steady performance was supported in part by higher net other income, which rose to $1.8 million from $1.0 million, thanks to gains on marketable securities in Q2 FY2025. Operating income was $6.5 million for the quarter ended March 31, 2025, down 8.4% from the same period in 2024. Increased other income helped offset this shortfall. The effective tax rate increased to 26.0% for the quarter ended March 31, 2025, up from 23.0% a year earlier. The company remains focused on disciplined cost control, with lower expenses across key categories. As of March 31, 2025, Gencor held $143.7 million in cash, cash equivalents, and marketable securities and reported zero debt. Gencor's main product families include portable and stationary asphalt plants, which are large-scale production facilities for making asphalt used in highway construction. The company is recognized for its counter flow drum mix technology, which improves efficiency and environmental performance. Recent innovation investment has been a business focus, but product engineering and development spending was reduced in Q2 FY2025. Management attributed this primarily to reduced headcount. Monitoring product development spending is important to assess the company's ongoing commitment to maintaining its technology leadership amid growing regulatory and customer demands for greener solutions. Looking Ahead: Guidance and Industry Dynamics In its commentary, it noted the return to a "more traditional market" for the rest of the year and repeated its focus on improving manufacturing efficiency and delivering high quality products and services. While legislative support for government infrastructure spending is expected to benefit the industry, the company highlighted risks related to timing of orders, competitive pressures, and higher input costs. With backlog sharply lower as of Q2 FY2025, investors may want to watch for signs of order growth and a rebound in sales metrics in coming quarters. In addition to order timing and seasonality, further reductions in product engineering investments or continued easing of margins could also impact results. GENC does not currently pay a dividend. Revenue and net income presented using U.S. generally accepted accounting principles (GAAP) unless otherwise noted. Where to invest $1,000 right now When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor's total average return is 1,040%* — a market-crushing outperformance compared to 182% for the S&P 500. They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you join Stock Advisor. See the stocks » *Stock Advisor returns as of July 21, 2025
