Group 1 - Steven Cress is the Head of Quantitative Strategies at Seeking Alpha, managing quant ratings and factor grades on stocks and ETFs [1] - Cress leads Alpha Picks, selecting two attractive stocks to buy each month and determining when to sell them [1] - The quantitative stock rating system created by Cress is designed to interpret data for investors, offering insights and saving time [2] Group 2 - Cress has over 30 years of experience in equity research, quantitative strategies, and portfolio management, positioning him well to discuss various investment topics [2] - He previously founded CressCap Investment Research, which was acquired by Seeking Alpha in 2018, enhancing its quant analysis and market data capabilities [2] - Cress also founded a quant hedge fund, Cress Capital Management, and has experience running a proprietary trading desk at Morgan Stanley [2]

TORONTO, Jan. 20, 2026 (GLOBE NEWSWIRE) -- Altai Resources Inc. (TSXV: ATI) (“Altai” or the “Company”) announced that at its annual and special meeting of shareholders held earlier today, all matters were approved by shareholders with approval rates exceeding 99%, as more particularly described below. Election of DirectorsKursat Kacira, Jeffrey Ackert, and Eric Yao were elected as the directors of the Company, with shareholder approval rates of 99.5%, 99.5%, and 99.9%, respectively. Appointment of AuditorsC ...

Company Overview - ATI Inc. is positioned as an attractive opportunity within the aerospace and defense sector, benefiting from increased defense spending by the Trump administration, particularly in the U.S. [1] Investment Strategy - The focus is on identifying GARP (Growth At a Reasonable Price) and turnaround stocks, emphasizing the importance of valuation as a foundation for stock selection [1] Market Context - The aerospace and defense segment is experiencing significant sector tailwinds due to government spending initiatives, which may enhance growth prospects for companies like ATI Inc. [1]

Core Insights - German sports car maker Porsche reported a 10% decrease in global vehicle deliveries for 2025, aligning with the trend observed among other German automakers such as Mercedes and BMW [1] Company Performance - Porsche's vehicle deliveries fell by 10% in 2025, indicating a significant decline in sales performance [1] - The decline in deliveries places Porsche in the same category as its German competitors, Mercedes and BMW, who also reported weaker figures [1]

Company Performance - ATI's stock increased by 1.74% to $125.39, outperforming the S&P 500's gain of 0.26% on the same day [1] - Year-to-date, ATI shares have risen by 14.23%, surpassing the Aerospace sector's increase of 10.62% and the S&P 500's rise of 1.57% [1] Earnings Expectations - ATI is set to release its earnings on February 3, 2026, with an expected EPS of $0.89, reflecting a 12.66% increase from the same quarter last year [2] - The Zacks Consensus Estimate projects net sales of $1.2 billion, which is a 2.13% increase compared to the previous year [2] Full Year Projections - For the full year, earnings are projected at $3.2 per share, indicating a 30.08% increase, while revenue is expected to remain stable at $4.61 billion [3] - Recent revisions to analyst forecasts for ATI may indicate shifting business dynamics, with positive revisions suggesting optimism about profitability [3] Valuation Metrics - ATI has a Forward P/E ratio of 31.1, which is lower than the industry average of 37.34, indicating a discount relative to its peers [6] - The company has a PEG ratio of 1.18, compared to the Aerospace - Defense Equipment industry's average PEG ratio of 2.29 [6] Industry Context - The Aerospace - Defense Equipment industry is ranked 47 in the Zacks Industry Rank, placing it in the top 20% of over 250 industries [7] - Strong industry rankings correlate with performance, as the top 50% of rated industries outperform the bottom half by a factor of 2 to 1 [7]

Company Overview - ATI Inc. is a U.S. specialty materials company that focuses on high-performance metals for aerospace, defense, energy, and industrial markets [2]. Analyst Background - The analysis is conducted by Dhierin-Perkash Bechai, an aerospace, defense, and airline analyst with a background in aerospace engineering [2]. - The analyst runs The Aerospace Forum, which aims to discover investment opportunities in the aerospace, defense, and airline industries [2]. Investment Insights - The investing ideas provided by the analyst are driven by data-informed analysis, offering context to developments in the aerospace and defense industries [2]. - The investing group also provides direct access to data analytics monitors, enhancing the investment research process [2].

Core Insights - The presentation outlines the top 10 stock picks for 2026, emphasizing strong performance in previous years and the potential for continued growth in the current market environment [10][99]. Market Overview - The financial markets experienced significant volatility in 2025, with technology stocks rising by 25% and communication services by 22%, while consumer staples finished in the red [13][12]. - The S&P 500 saw a decline of nearly 20% at one point, with the top stocks for 2025 down more than 20% before rebounding to finish up close to 45% [14][23]. - Gold reached historic highs during this period, driven by global economic uncertainties and increased central bank purchases [15]. AI and Technology Sector - The AI sector played a crucial role in market dynamics, with the "Mag 7" stocks trading at a forward P/E of 31x compared to the S&P 493 at 22x, indicating a significant premium for AI-driven companies [16][17]. - Hyperscalers like Amazon, Google, and Microsoft have increased their capital expenditures on AI infrastructure, raising concerns about the return on investment for these projects [18]. Stock Performance and Recommendations - Micron Technology (MU) is highlighted as a top pick with a market cap of $355 billion, showing a 254% increase over the past year and strong growth metrics [40][41]. - Advanced Micro Devices (AMD) has a market cap of $363 billion and a one-year return of 70%, with improved valuation metrics [52][53]. - Ciena Corporation (CIEN) has a market cap of $34 billion and a one-year return of 166%, with strong analyst revisions indicating positive sentiment [58][59]. - Celestica (CLS) and Coherent (COHR) are also noted for their strong growth and profitability metrics, with significant year-over-year returns [65][69]. Financial Sector Insights - Allstate Corporation (ALL) has a market cap of $53 billion and is focusing on AI underwriting, showing strong EPS growth of 99% year-over-year compared to the financial sector's 14% [72][76]. - Incyte Corporation (INCY) is recognized for its positive earnings and diverse pipeline in biotechnology, with a market cap of $19 billion [81][84]. Mining and Industrial Sector - Barrick Mining Corporation (B) has a market cap of $16 billion and is diversifying into copper, with a forward EPS growth rate of 46% [86][90]. - Willdan Group (WLDN) has a market cap of $1.57 billion and shows strong growth metrics, with a 61% EPS diluted growth rate [91][94]. - ATI has a market cap of $16 billion and is noted for its profitability improvements and strong analyst revisions [95][98].

Core Insights - The presentation outlines the top 10 stock picks for 2026, emphasizing strong performance in previous years and the potential for continued growth in the current market environment [10][99]. Market Overview - The financial markets experienced significant volatility in 2025, with technology stocks rising by 25% and communication services by 22%, while consumer staples finished in the red [13][12]. - A notable correction occurred from February to April 2025, where top stocks were down more than 20% at one point but rebounded to finish up close to 45% for the year [14][23]. - Gold reached historic highs during this period, indicating a safe haven for investors amid market corrections [15]. AI and Technology Sector - The AI frenzy significantly influenced market dynamics, with the "Mag 7" stocks trading at a forward P/E of 31x compared to the S&P 493 at 22x, indicating a premium for AI-driven companies [16][17]. - Hyperscalers like Amazon, Google, and Microsoft have increased their capital expenditures on AI infrastructure, raising concerns about the return on investment [18]. - The market saw a sharp decline in late January 2025 due to fears of overvaluation in AI stocks, leading to significant drops in major indices [22][29]. Stock Performance - The top 10 stocks for 2025 achieved a 45.68% return, significantly outperforming the S&P 500, which was up 17.6% [37]. - Historical performance shows that holding the top stocks from 2023 to 2025 would have yielded a 187% return compared to the S&P 500's 85% [39]. Top Stock Picks for 2026 - **Micron Technology (MU)**: Market cap of $355 billion, ranked 1 in the IT sector, with a one-year return of 254% and strong growth metrics [40][41]. - **Advanced Micro Devices (AMD)**: Market cap of $363 billion, ranked 17 in IT, with a one-year return of 70% and improving valuation metrics [52][53]. - **Ciena Corporation (CIEN)**: Market cap of $34 billion, ranked 3 in IT, with a one-year return of 166% and strong analyst revisions [58][59]. - **Celestica (CLS)**: Market cap of $34 billion, ranked 5 in IT, with a one-year return of 191% and strong growth indicators [65][66]. - **Coherent (COHR)**: Market cap of $33 billion, ranked 8 in IT, with strong growth metrics and a history of consistent earnings beats [69][70]. - **Allstate Corporation (ALL)**: Market cap of $53 billion, ranked 15 in financials, with strong EPS growth and undervalued compared to the sector [72][75]. - **Incyte Corporation (INCY)**: Market cap of $19 billion, ranked 19 in healthcare, with a one-year return of 42% and strong growth potential [81][84]. - **Barrick Mining Corporation (B)**: Market cap of $X billion, ranked 4 in materials, with a one-year return of 186% and strong cash flow [86][90]. - **Willdan Group (WLDN)**: Market cap of $1.57 billion, ranked 5 in industrials, with a one-year return of 190% and strong growth metrics [91][94]. - **ATI (ATI)**: Market cap of $16 billion, ranked 4 in industrials, with a one-year return of 114% and improving profitability [95][98]. Growth Metrics - The average forward revenue growth rate for the top 10 stocks is 20%, with an average EPS growth rate of 73%, significantly higher than the S&P 500's 6% revenue growth and 10% EPS growth [100].

At a time when we are witnessing a record commercial aircraft backlog , surging defense expenditure, and geopolitical supply chain reshoring , ATI Inc. ( ATI ) is positioning itself to seize the opportunity. It has transformed intoI'm a seasoned financial analyst with a passion for puzzling out the complexities of the financial world. As a former writer for Fade The Market on Seeking Alpha, I diligently worked to provide insightful analysis and well-researched articles on various investment opportunities. H ...

Core Insights - The article discusses common mistakes in life insurance purchasing and management, emphasizing the importance of regular reviews and informed decisions to ensure long-term financial security for families [1][8]. Group 1: Common Mistakes - One frequent mistake is purchasing a policy and failing to review it, which can lead to underinsurance as life circumstances change, such as marriage or having children [2]. - Focusing solely on cost can result in selecting inadequate coverage; balancing affordability with benefits is crucial for long-term security [3]. - Understanding the type of policy being purchased is essential, as different policies serve different financial needs; taking time to comprehend these differences can prevent future issues [4]. Group 2: Policy Management - Policies should be documented clearly and beneficiaries updated regularly to avoid conflicts during payouts; this is particularly important after major life changes [5]. - Working with an insurance agent can help individuals navigate complex terms and ensure comprehensive coverage, preventing gaps in understanding [6]. - Procrastination in purchasing life insurance can lead to higher premiums or denial of coverage; acting early is advised to secure better rates and protection [7]. Group 3: Strategic Planning - Life insurance decisions should not be rushed; thoughtful planning, including regular reviews and consultations with professionals, enhances the effectiveness of the policy [8]. - Small proactive steps today can lead to stronger protection in the future, ensuring that life insurance fulfills its intended role of providing financial support when needed [9].