Joining us now on set to give his take and provide some value stock picks is Chris Crosanti. He is chief market strategist at MAI Capital Management. Chris, good to see you.>> You too, Mike. >> Um, you know, so there's been a glimmer of of life uh from value stocks. They've actually outperformed this month, right.>> Actually, quarter to date. I think S&P value is winning. >> On the other hand, we've seen these head head fakes before.How are you just thinking about the overall market behavior, what it means ...

All right. So, give us a sense. Uh, we have the the data through Q3.What are we seeing in Q4 and what's the outlook for 2026. Are you expecting it to be another busy year for activist investors. >> Yeah, we do.Well, well, it's been it's been busy. Um, we expect there to be even busy in 2026. uh as as investors stop pouring money into Max 7 stocks like they have been which has been slowing down and they start looking for value and and frankly value stocks um we we we see activism a lot of good activist oppor ...

Core Insights - The Conservative Income Portfolio focuses on value stocks with high margins of safety and utilizes well-priced options to reduce volatility [1] - The Enhanced Equity Income Solutions Portfolio aims to generate yields of 7-9% while minimizing volatility [1] Investment Strategies - The Conservative Income Portfolio is managed by a team with over 40 years of combined experience, emphasizing capital preservation and income generation [2] - The portfolio includes two income-generating strategies and a bond ladder, with a focus on lower volatility through Covered Calls and high-income potential securities [2] Performance Metrics - Performance is benchmarked against a 60:40 portfolio, indicating a structured approach to measuring investment success [1]

Core Company Insights - CoreWeave (CRWV) is currently trading at approximately $70, which indicates that the share price has nearly halved since its peak levels in Autumn 2025 [1] - The company has been under bullish coverage, suggesting a positive outlook despite the recent decline in share price [1] Analyst Background - The analyst has a decade of experience at a Big 4 audit firm, focusing on banking, mining, and energy sectors, providing a strong foundation in finance and strategy [1] - Currently, the analyst serves as the Head of Finance for a leading retail real estate owner and operator, overseeing complex financial operations and strategy [1] - The analyst has been an active investor in the U.S. stock market for 13 years, with a portfolio that reflects a balanced approach, emphasizing value stocks while maintaining exposure to growth opportunities [1] Investment Philosophy - The investment philosophy is based on thorough research and a long-term perspective, which has been effective in navigating various market cycles [1] - The aim is to uncover promising under-the-radar stocks that may not yet be recognized by the broader market [1]

Vanguard says there are two corners of the stock market they like most over the next five to 10 years — and neither of them is the high-flying tech sector, which has fueled the market over the last few years as investors have piled into the AI trade. Instead, the asset management behemoth, which oversees $11.9 trillion, said in its 2026 outlook report this month that value stocks and non-US developed market stocks are the two best equity investments in the medium term when weighing risks against potential ...

Here are two stocks with buy rank and strong value characteristics for investors to consider today, Dec. 17:Bread Financial Holdings, Inc. (BFH) : This U.S.-based tech-forward financial services company that provides payment and lending solutions carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 22.2% over the last 60 days.Bread Financial has a price-to-earnings ratio (P/E) of 7.30, compared with 12.30 for the industry. The company possesses a V ...

Investors looking to stuff their stockings with dividend-paying value stocks should take a closer look at these two consumer staples companies.Stocks are often classified as either growth, value, or a combination of the two.Value stocks can be viewed as mature businesses with steady earnings, whereas growth stocks are valued for their potential rather than their current performance. But there's a lot more nuance to it.Coca-Cola (KO +0.64%) is a value stock that is praised for its consistency and reliable di ...

With the stock markets reeling somewhat as the AI trade shows signs of weakness, it's a great time for investors to focus on rotating our portfolios to value stocks. Tech and high multiples don't always have to coincide. InWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seek ...

Join Qualtrim, the Stock Analysis platform I built and use, and join over 12,000 other paying members: https://www.qualtrim.com/ 00:00 Overview 03:00 2025 picks 05:00 Amazon 09:00 Bristol Myers Squibb 11:00 Comcast 14:00 Exxon Mobile 15:00 Fairfax Financial 16:50 Flutter Entertainment 18:33 Madison Square Garden 21:04 Visa 22:57 SL Green Realty 24:34 Disney 26:21 Disney Deal with OpenAI 32:00 Google Goes After Zillow 35:00 Fail Of The Week: Elizabeth Warren -Disclaimer Some of the links below are affiliate ...

Federal Reserve Actions - The Federal Reserve has cut interest rates and restarted quantitative easing, with the Atlanta Fed GDP at 3.5%, indicating good growth [2] - The fiscal deficit is projected at $1.8 trillion, approximately 6% of GDP, complicating fiscal policy decisions for the current administration [3] Investment Opportunities - There is a significant capital expenditure forecast for AI, estimated at $1.2 trillion for 2025 and 2026, which is expected to inject substantial liquidity into the economy [2] - Hard assets such as gold, silver, and commodities are anticipated to benefit from the current economic setup [4] Stock Market Dynamics - A large amount of cash, approximately $8 trillion, is currently held in money market accounts, which may shift into stocks as interest rates decline [5] - Value stocks are expected to perform well in a regime of higher rates and sticky inflation [6] Market Concentration Risks - The top two stocks in the S&P 500, Nvidia and Microsoft, now account for nearly 15% of the index, raising concerns about market concentration and fiduciary responsibilities [6][7] - Nvidia and Microsoft are trading at high valuations, with Nvidia at 23 times sales and Microsoft at close to 14 times sales, indicating potential overvaluation risks [8] Infrastructure and Energy Sector - There is a call to focus on the underlying infrastructure supporting AI, such as natural gas, copper, coal, and power grid stocks, rather than just the high-profile tech names [9] - Concerns about the aging power grid and infrastructure could lead to significant challenges for companies like Nvidia, with predictions of a potential 50% decline in its stock price due to these issues [10][11]