Equities have a history of poor performance in midterm election years. Additionally, single-party control of both houses of Congress and the Presidency has historically correlated with worse overall market returns . For example, in years in which Republicans had fullMy name is David B McMillan and I am an investor interested in fundamental valuation. My philosophy is fundamental investing - I seek to identify underpriced securities relative to their potential future cash flows. I also use tactical allocatio ...

Core Insights - The article emphasizes the importance of momentum in navigating the technology landscape, particularly in the context of past market events such as the dot com bubble, the credit default crisis of 2008, and the recent AI boom [1] Group 1: Market Context - The author has over two decades of experience in the market, focusing on technology, media, and telecommunications (TMT) sectors [1] - The article highlights the significance of risk mitigation strategies employed during various market crises [1] Group 2: Investment Focus - The primary focus of the service is on momentum, suggesting that it plays a crucial role in investment decisions within the technology sector [1]

Palo Alto Networks ( PANW ) stock is down 21% year-to-date and 35% from the October high. The negative sentiment is also driven by the sharp pullback in the software sector. The 2Q FY2026 earnings beat both revenue andAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other ...

The iShares US Consumer Discretionary ETF ( IYC ) is poorly positioned right now from a fundamentals perspective. Not only does it trade at an elevated 23.45x forward P/E, but its components' historical earnings growth rates are in theThe Sunday Investor is focused exclusively on U.S. Equity ETFs. He has a strong analytical background, has received a Certificate of Advanced Investment Advice from the Canadian Securities Institute, and has completed all the educational requirements for the Chartered Investme ...

Avantor (NYSE: AVTR ) is a distributor and manufacturer in the field of life sciences, biotech, and pharmaceuticals. Avantor supplies laboratories, research facilities, and drug manufacturers with millions of different consumables and equipment. Products are used in research, development, and production. Avantor has strongI focus on investment ideas about companies that pay a (healthy) dividend and have a clear potential for capital appreciation. I like to find good businesses which reward shareholders. The ...

djmilic/iStock via Getty Images The following segment was excerpted from the Nomura Science And Technology Fund Q4 2025 Commentary. For 4Q25, Nomura Science and Technology Fund Institutional Class shares had a positive absolute return, but it underperformed the Fund's benchmark, the S&P ...

It is the time to utilize Warren Buffett's investing mantra of buying when others are fearful of mega-cap stocks. Investor fear over an AI-related burst and software industry disruption created a broader tech selloff, sending theKomal is passionate about finance and the stock market. She enjoys forecasting future market trends using a fundamental and technical approach with a focus on both short- and long-term horizons. She intends to provide unbiased analysis to assist investors in selecting the best inves ...

Shares of Fidelity National Information Services, Inc. ( FIS ), have been a poor performer over the past year, losing over 30% of their value. Optimism last year over its decision to sell its remaining stake in WorldpayOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst’s Disclosu ...

lululemon athletica inc. ( LULU ) was once a market darling, especially during COVID-19, as "sweat-at-home" was a prevailing trend back then. Fast forward to today, this stock is one of the most hated names in the market owing to its massive underperformance against theBuyside analyst covering global stocks on Seeking Alpha since 2018. I've been investing personally and professionally across major equity markets for about a decade. Subscribe for equity research and trading ideas.Opinions are not qualified i ...

Core Viewpoint - The optimal time to invest in cyclical stocks is just before the business cycle reaches its lowest point, as this typically presents an attractive entry point despite negative earnings trends [1]. Group 1 - The earnings trend for cyclical stocks appears negative at the bottom of the business cycle, which can be misleading for potential investors [1]. - Improving external conditions are expected to drive earnings growth in the future, leading to a potential re-rating of these stocks [1].