That being said, Chevron is a little bit different in the sense that it does still operate in Venezuela to a point. So, it has an existing footprint. If oil starts flowing out of Venezuela at a little bit faster clip due to a lack of sanctions, Chevron will be a big winner here. This is why you’re seeing Chevron take off the way it is, while crude oil is pretty stagnant. It’s going to be an interesting dichotomy here.But I think this is a market that maybe a pullback might offer a buying opportunity. But fo ...

Shares of The Allstate Corporation ( ALL ) have delivered a total return of 3% since my most recent piece, Allstate: The Bull Case Remains Intact Despite Recent Rally , was published on December 8, 2024. Comparably, the S&P 500 has delivered a totalAnalyst’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 receivi ...

Core Viewpoint - The Allstate Corporation (ALL) has achieved a total return of 3% since the last analysis published on December 8, 2024, indicating a positive performance despite market fluctuations [1]. Group 1 - The total return of Allstate Corporation is compared to the S&P 500, which suggests that Allstate's performance is relatively stable in the context of broader market trends [1].

I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizing exposure to big winners. This means that often I'll rate great companies at a 'Hold' because their growth opportunity is below my threshold, or their d ...

Key Points Nike reported second-quarter financial results for fiscal 2026. The company surpassed analysts' top- and bottom-line expectations. Nike's 'Win Now' initiative aims to return the company to growth mode. 10 stocks we like better than Nike › After essentially remaining flat during today's market session -- shares were down 0.09% at 4:00 p.m. -- Nike (NYSE: NKE) stock is racing lower in after-hours trading. The athletic apparel retailer reported second-quarter 2026 financial results after ...

Group 1 - The article discusses the investment positions of Parkev Tatevosian, CFA, in The Trade Desk, indicating a personal stake in the company [1] - The Motley Fool has positions in and recommends The Trade Desk, suggesting a positive outlook on the company's performance [1] - There is a disclosure policy mentioned, highlighting the potential for compensation related to promoting The Trade Desk, which may influence opinions [1]

Market Analysis - Market experiencing a downturn following FOMC [1] - Downturn presents a potential buying opportunity [1]

Core Viewpoint - Investors remain cautious due to the questionable financial reporting practices that have affected the company in recent years [1] Group 1 - Super Micro Computer has experienced significant volatility in its stock price throughout the year [1]

Core Viewpoint - The coverage of FinVolution Group (FINV) was initiated on March 13, 2023, with a full position taken on March 15, 2023, resulting in the stock more than doubling in value before experiencing a significant decline [1]. Group 1 - The stock of FinVolution Group (FINV) has shown volatility, having more than doubled in value since the initial coverage but has since retraced almost all of those gains [1]. - The analyst has a background in engineering and has been involved in investing and trading for over 20 years, applying analytical skills to identify investment opportunities [1]. - The analyst expresses a contrarian style in trading, indicating a preference for both long and short investment ideas [1]. Group 2 - The analyst holds a beneficial long position in FINV through various means such as stock ownership or derivatives [2]. - The article reflects the analyst's personal opinions and is not influenced by any compensation from companies mentioned [2]. - There is an emphasis on active trading around core positions, suggesting a dynamic approach to investment management [2].

Investment Opportunities in AI Infrastructure Stocks - AI infrastructure stocks are currently on sale after a recent sell-off, presenting a buying opportunity [2][4] - Sterling Infrastructure (STRL), Eaton (ETN), and Vertiv (VRT) are highlighted as potential investment options in the AI infrastructure sector [5][18][25] - Pullbacks in AI stocks are considered healthy and provide opportunities to buy at better valuations [28][42] Company Performance and Growth - Sterling Infrastructure's sales are expected to grow by 12.6% this year and 19% in 2026, approaching $3 billion, with a record backlog of over $2 billion [11][13] - Sterling Infrastructure's earnings are projected to grow by 56.9% in 2025 and 14.7% in 2026 [13] - Eaton is experiencing steady double-digit growth, with sales expected to increase by 106% this year and 9.9% next year [21] - Vertiv's earnings are expected to increase by 44% in 2025 and 26% in 2026, with sales growing by 27% this year and 20.6% next year [29][30] Valuation and Market Dynamics - Sterling Infrastructure's PE ratio is 34.8%, with a PEG ratio of 2.3% [15][16] - Eaton has a forward PE of 28 and a PEG ratio of 2.5% [21] - Vertiv has a forward PE of 40.5% and a PEG ratio of 1.35% [31][32] - Analysts are generally bullish on Vertiv, with seven estimates higher in the last 30 days and no cuts [33][34]