Core Insights - SolarEdge Technologies and Enphase Energy have lost their significant post-pandemic gains, with SolarEdge underperforming compared to the S&P 500 Index and the iShares Global Clean Energy ETF [1] Company Performance - SolarEdge Technologies is currently underperforming relative to both the S&P 500 Index and the iShares Global Clean Energy ETF, indicating a decline in market performance [1] Market Context - The decline in performance for both SolarEdge and Enphase Energy suggests a broader trend affecting clean energy stocks post-pandemic, reflecting potential shifts in investor sentiment or market conditions [1]

Group 1 - Alan Brochstein is a pioneer in the cannabis investment sector, having focused exclusively on this industry since 2007 [1] - He founded AB Analytical Services to provide independent consulting to registered investment advisors [1] - Alan is the managing partner of New Cannabis Ventures, which has been a key provider of financial information in the cannabis industry since 2015 [1] Group 2 - Alan has led the investing group 420 Investor since 2013, which focuses on publicly-traded cannabis stocks [2] - The group covers 20 stocks, providing investment news, earnings report previews, and post-report analyses [2] - Additional features of the group include a model portfolio, 10 weekly videos with chart analysis, 3 weekly summary pieces, a monthly newsletter, and a chat for questions [2]

Group 1 - The article presents a 4-Factor Dividend Growth Strategy as an alternative to the Schwab U.S. Dividend Equity ETF (SCHD), suggesting it is a customized version tailored for individual investors [1] - The author has over 10 years of experience in the investment field, starting as an analyst and progressing to a management role, indicating a strong background in investment analysis [1] Group 2 - The author holds a master's degree in Analytics and a bachelor's degree in Accounting, which supports their expertise in financial analysis and investment strategies [1]

Core Viewpoint - The article emphasizes the importance of investing in high-quality growth and momentum stocks that are reasonably priced, with a focus on long-term performance and market outperformance [1]. Group 1: Investment Strategy - The investment strategy involves focusing on growth and momentum stocks that are expected to outperform the market over the long term [1]. - The analyst has a history of advising investors to buy at market lows, specifically mentioning a recommendation in March 2009 during the financial crisis, which led to significant market gains [1]. Group 2: Market Performance - From 2009 to 2019, the S&P 500 increased by 367%, while the Nasdaq saw an increase of 685%, highlighting the potential for substantial returns in the growth stock sector [1]. Group 3: Investment Philosophy - The analyst aims to assist investors in making money through investments in high-quality growth stocks, indicating a commitment to long-term value creation [1].

Core Viewpoint - The Trade Desk Inc. has experienced significant volatility, with a decline of over 60% earlier this year, but has since rebounded nearly 100% from its April lows, resulting in a year-to-date performance of -27% [1]. Company Performance - The Trade Desk Inc. is categorized as a global technology company focused on empowering advertising buyers [1]. - The stock has shown resilience, recovering from significant losses earlier in the year [1]. Market Context - The performance of The Trade Desk Inc. is contrasted with 61 other stocks, indicating a broader market context for its recovery [1].

Group 1 - The article emphasizes a technical focus on fundamental value drivers of business economics to identify high probability long-term investment opportunities [1] - The company aims to buy securities at prices that are appropriate relative to their intrinsic worth, indicating a value investing strategy [1] - Research covers a wide range of financial markets, including investment securities and futures & options markets, catering to various market participants [1] Group 2 - The analyst discloses no current stock or derivative positions in the companies mentioned, ensuring an unbiased perspective [2] - The article reflects the author's personal opinions and is not influenced by compensation from any company mentioned [2] - Seeking Alpha clarifies that past performance does not guarantee future results, highlighting the importance of individual due diligence [3]

Core Insights - The article discusses the current market trends and potential investment opportunities within specific sectors, highlighting the importance of thorough analysis in making informed investment decisions [1][2]. Group 1: Market Trends - Recent market fluctuations have shown a significant impact on investor sentiment, with a notable increase in volatility observed in the tech sector [1]. - Analysts are closely monitoring economic indicators that could influence market performance, particularly focusing on interest rates and inflation trends [2]. Group 2: Investment Opportunities - Certain industries, such as renewable energy and healthcare, are identified as having strong growth potential, driven by increasing demand and favorable government policies [1]. - Companies within these sectors are expected to benefit from technological advancements and changing consumer preferences, making them attractive for long-term investment [2]. Group 3: Risks and Challenges - The article notes potential risks associated with geopolitical tensions and supply chain disruptions that could affect market stability [1]. - Investors are advised to remain vigilant and conduct comprehensive research to navigate these challenges effectively [2].

Core Viewpoint - PBF Energy has experienced a significant decline in share value, losing 45% over the past year due to operational challenges, including a major fire at its Martinez refinery and a downturn in the industry [1]. Company Performance - The company’s shares have underperformed, reflecting a 45% decrease in value over the last year [1]. - The fire at the Martinez refinery has been a critical factor contributing to the company's struggles [1]. Industry Context - The broader industry is facing challenges, which have impacted PBF Energy's performance [1].

Core Insights - A new phase in the market has begun since 2022, characterized by a macro reversion that intensified at the beginning of 2025 [1] Group 1: Market Dynamics - The asset management sector is the primary focus of the analysis, aiming to provide in-depth insights into the dynamics driving this market [1] - The initiative combines rigorous data analysis with actionable opinions and ratings on ETFs and other trending instruments in the asset management space [1] Group 2: Research and Analysis - The column is actively managed by a seasoned financial researcher with proven experience in banking and financial analytics platforms [1] - The mission is to deliver valuable, data-driven perspectives to help investors make informed decisions in an evolving market [1]

Group 1 - The WisdomTree U.S. Quality Dividend Growth Fund ETF (NASDAQ: DGRW) is a rule-based passive ETF focused on capturing quality stocks with high dividend growth [1] - The investment philosophy emphasizes the importance of dividend growth as a key indicator of stock quality [1] Group 2 - The analyst has over 20 years of experience in quantitative research, financial modeling, and risk management, with a focus on equity valuation and market trends [1] - The analyst previously held a Vice President position at Barclays, leading teams in model validation and stress testing, indicating a strong background in both fundamental and technical analysis [1] - The research approach combines rigorous risk management with a long-term perspective on value creation, focusing on macroeconomic trends and corporate earnings [1]