Kohl's Corp. is expected to appoint Michael Bender as its permanent chief executive as early as Monday, Bloomberg News reported on Sunday, citing a person familiar with the matter. Buchanan's firing in May was the third CEO change in three years for Kohl's, hit by falling sales from online and big-box rivals, plus its own missteps. Kohl's named Bender as its interim CEO effective immediately following the ouster of Buchanan, and said that the search for a permanent chief executive would begin soon. Bender h ...

BHP Group said on Monday it is no longer pursuing a potential combination with Anglo American after preliminary discussions with Anglo's board. ...

Zooming in to more recent time periods doesn't change the picture. Over the past three years, Beyond Meat stock has crashed 93% while the S&P 500 has logged a 65% gain, resulting in 158 percentage points of outperformance for the index. In the past year, Beyond Meat stock is down 83% and the S&P 500 is up about 11%. That translates to 94 percentage points of outperformance . What went wrong for Beyond Meat? For starters, demand for plant-based meat alternatives in the U.S. faltered in the post-pandemic peri ...

The cybersecurity stock has been running in place over the past year. Palo Alto Networks (PANW 1.17%) shares slipped last week despite the cybersecurity company reporting solid fiscal 2026 first- quarter results. The stock has been stuck in neutral lately, and it's down modestly over the past year. For Palo Alto's fiscal 2026 Q1, ended Oct. 31, revenue climbed 16% year over year to $2.47 billion, which was at the high end of its prior forecast for revenue of between $2.45 billion and $2.47 billion. Service ...

Core Insights - The Vanguard Growth ETF (VUG) focuses on growth stocks, particularly in technology, while the Vanguard S&P 500 ETF (VOO) offers broader exposure to large-cap U.S. stocks with a higher dividend yield [2][3] Cost & Size Comparison - VUG has an expense ratio of 0.04% and AUM of $357.4 billion, while VOO has a lower expense ratio of 0.03% and AUM of $1.5 trillion [4] - The 1-year return for VUG is 18.0%, compared to VOO's 12.3%, and VUG has a dividend yield of 0.4% versus VOO's 1.2% [4][5] Performance & Risk Analysis - Over the past five years, VUG experienced a maximum drawdown of -35.62%, while VOO had a drawdown of -24.52% [6] - An investment of $1,000 in VUG would have grown to $2,008, while the same investment in VOO would have grown to $1,866 [6] Portfolio Composition - VOO invests in all 505 companies of the S&P 500, with significant allocations in technology (36%), financial services (13%), and consumer cyclical (11%), featuring top holdings like NVIDIA, Apple, and Microsoft [7] - VUG has a more aggressive tilt towards growth, with 52% of its portfolio in technology and higher weightings in its top holdings, which include NVIDIA, Apple, and Microsoft [8] Investment Appeal - VOO is designed for investors seeking broad, low-cost U.S. equity exposure, while VUG may appeal to those looking for higher returns with a willingness to accept more volatility [9][10]

Bitwise Chief Investment Officer Matt Hougan highlights common mispricing in Digital Asset Treasury Companies (DATs). He urges investors to consider valuation beyond simple crypto holdings as these firms navigate complex financial dynamics. DATs now manage over $130 billion in digital assets, serving as vital links between traditional capital markets and direct cryptocurrency exposure. Their unique position brings new valuation challenges that set them apart from other investment vehicles. Bitwise cCIO DATs ...

Core Insights - Not all investors prioritize high-growth stocks; many seek investments that provide reliable passive income [1] - As investors age, the appeal of steady income sources increases, allowing for reinvestment of dividends to build wealth over time [2] - High-yield dividend ETFs may be preferable to individual high-yield stocks to avoid potential value traps [3] Investment Options - The Schwab U.S. Dividend Equity ETF (SCHD) offers a yield of 3.9% and has a low expense ratio of 0.06%, making it attractive for income-focused investors [5] - This ETF tracks the Dow Jones U.S. Dividend 100 Index, which employs strict criteria to avoid unsustainable high-yield stocks, focusing on metrics like free cash flow to total debt ratio and return on equity [6] - The index is reconstituted annually, ensuring that only companies meeting its standards remain, with 20 new stocks added and 17 removed last year, including Pfizer due to increased debt from an acquisition [7] - The Schwab U.S. Dividend Equity ETF has delivered a 12.2% average annual return since its inception in October 2011 [7] Market Context - High-yield ETFs can provide a reliable income stream for retirees, with the Schwab U.S. Dividend Equity ETF helping to mitigate the risk of value traps [8] - The Alerian MLP ETF also offers a high yield, with MLPs currently at low valuations and showing strong growth potential and improved balance sheets [8]

Core Insights - Growing domestic and export demand for natural gas in the Permian region is driving pipeline developers to invest in new capacity in the U.S. Gulf Coast [1] - The favorable regulatory environment in Texas and Louisiana, along with federal support for energy projects, is facilitating the development of new pipelines [2] - A total of 12 new or expanded gas pipeline projects are expected to be completed next year, increasing the Gulf Coast's capacity by 13% [3] - This expansion represents the largest increase in pipeline capacity in a single year since the shale gas boom began in 2008 [4] - Companies have committed $50 billion to invest in new gas pipelines, adding 8,800 miles of pipeline across the U.S. [5] - The current pipeline expansion is being driven by LNG exporters and utilities, marking a shift from the traditional producer-led investment model [6][7]

Group 1 - Lyft's stock gained 28% over the past year, outperforming the S&P 500, which returned 13.7% [2] - A $100 investment in Lyft would be worth $128, compared to $114 if invested in the S&P 500 [2] - In Q3, Lyft's bookings and active riders grew by 16% and 18% year over year, respectively, driving revenue up by 11% [3] Group 2 - Lyft faces limited competition in the ride-hailing market, primarily from Uber Technologies [3] - The company is adapting to rapid technological changes by forming partnerships, including one with Alphabet's Waymo [4] - With improving financials and strategic partnerships, Lyft is positioned to continue delivering strong shareholder returns [4]

Core Viewpoint - Lululemon Athletica has faced significant challenges in 2023, with a year-to-date stock decline of 57%, but there are signs that the worst may be over as the company implements strategic changes and finds growth in international markets [1][2][3]. Group 1: Company Performance - Lululemon's stock has dropped sharply this year, making it one of the worst performers in the S&P 500 [1]. - Comparable sales in North America fell by 4% in the second quarter, with revenue growth in the region only at 1% [2]. - The company acknowledged its own execution failures, including stale product offerings and inventory issues, which contributed to weaker sales [3]. Group 2: Strategic Changes - CEO Calvin McDonald has recognized the challenges and stated that the company will speed up its go-to-market process, aiming to increase the percentage of new styles from 23% to 35% by next spring [5][6]. - Improvements in fast-track design capabilities are expected to reduce lead times for some products, with impacts anticipated starting early next year [7]. Group 3: International Growth - Despite struggles in North America, Lululemon's international segment saw comparable sales rise by 15%, with revenue up 22%, particularly strong in China where comparable sales jumped 17% [8][9]. - The company opened five new stores in China in the second quarter and plans to continue expanding in the region, which is seen as a significant growth opportunity [9]. Group 4: Valuation - Following the stock sell-off, Lululemon's price-to-earnings ratio has dropped to 11.3, the lowest since its IPO, indicating a potential buying opportunity for investors [10][11]. - Despite recent struggles, Lululemon remains a growth company, continuing to open new stores and benefiting from the athleisure category's growth [11][12].