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Iran Headlines 'Just Noise,' Stay Focused on Earnings & Fundamentals

8 min20 april 2026

Thomas Hayes says all the headlines surrounding Iran and the Strait of Hormuz "is just noise" for Wall Street. He sees a rocky road ahead for equities but has confidence they will continue to trend higher. Thomas adds that you will need to stay selective in stocks and eye quality names recently beaten down. He picks VF Corp. (VFC), Cooper Standard (CPS) and Papa John's (PZZA) as top stocks on his watch list.


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