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How A Potential 2026 Market Rotation Has Completely Reshaped My Portfolio
Seeking Alpha· 2025-12-23 12:05
Core Insights - The company is preparing to release its top investment picks for 2026, emphasizing the timing for potential investors [1] - Significant resources are allocated to research, with an annual investment exceeding $100,000 to identify profitable opportunities [1] - The company has received approximately 200 five-star reviews from members who have benefited from its investment strategies [2] Investment Strategy - The company focuses on high-yield strategies, aiming to provide these at a fraction of the cost compared to traditional investment methods [1] - Immediate access to investment opportunities is offered to new members, encouraging prompt engagement [1] Member Satisfaction - The positive feedback from members, reflected in the five-star reviews, indicates a strong level of satisfaction with the company's services [2] - The company positions itself as a valuable resource for maximizing returns for its members [2]
INDA And MCHI: Trading The India-China Pair
Seeking Alpha· 2025-12-23 09:18
Group 1 - Emerging markets (EM) are expected to perform well next year due to the U.S. Federal Reserve's continued rate cuts and pressure on the U.S. dollar [1] - Stubborn inflation may lead policymakers to maintain tighter monetary conditions for a longer period, which could favor certain sectors [1] Group 2 - The analyst has extensive experience in investment research, covering publicly listed securities primarily in the tech sector [1] - The analyst's investment journey began with mutual funds and evolved to individual stocks and ETFs, emphasizing a focus on capital preservation strategies [1]
Wells Fargo: We're sticking with larger cap, midcap, US over international
CNBC Television· 2025-12-22 16:11
Market Outlook - Wells Fargo Investment Institute expects modest growth with moderate to moderating inflation, a good setup for risk assets in 2026 [3] - The Institute has a year-end 2026 target of 7500 for the S&P 500, considering it a doable number given the expected economic environment [7] - The Institute anticipates the rest of the world, including the US, will perform better next year relative to this year [13] Investment Strategy - The Institute took advantage of the pullback in early April and would like to see another one [4] - The Institute previously overweight infoch and communication services but went neutral on communication services and technology [4][5] - The Institute favors financials as its most favored sector, anticipating financing, M&A, deregulation, and a better economy [6] - The Institute likes industrials and utilities, viewing them as beneficiaries of the AI trade due to the need for data center construction and electrical grid upgrades [5][6] - The Institute is neutral on developed international and emerging markets, viewing emerging markets as a potentially cheaper way to play technology and AI [8][9] - The Institute prefers sticking with larger cap midcaps and US over international, but is looking for opportunities to increase international exposure [9][10]
5 Top Stocks With High 2026 Earnings Growth Targets
Seeking Alpha· 2025-12-22 10:00
Core Insights - Steven Cress is the Head of Quantitative Strategies at Seeking Alpha, managing quant ratings and factor grades for stocks and ETFs [1][2] - He leads Alpha Picks, a monthly selection of two attractive stocks to buy and determines optimal selling points [1][2] - Cress emphasizes a data-driven approach to investment, aiming to eliminate emotional biases and simplify complex research [2] Company Overview - Seeking Alpha has developed a quantitative stock rating system that interprets data for investors, providing insights and saving time [2] - The platform offers a systematic stock recommendation tool, Alpha Picks, designed for long-term investors to build a high-quality portfolio [2] - Cress previously founded CressCap Investment Research, which was acquired by Seeking Alpha in 2018, enhancing its quant analysis capabilities [2] Leadership Background - Steven Cress has over 30 years of experience in equity research, quantitative strategies, and portfolio management [2] - His prior roles include running a proprietary trading desk at Morgan Stanley and leading international business development at Northern Trust [2]
C3.ai: Unresolved Issues
Seeking Alpha· 2025-12-21 15:00
Group 1 - The article discusses the potential for investing in undervalued stocks that are mispriced by the market, with a focus on strategies to position oneself effectively by the end of 2025 [1] - Stone Fox Capital, based in Oklahoma, is led by Mark Holder, a CPA with extensive experience in investing and portfolio management, who provides insights through the investing group Out Fox The Street [2] - The investing group offers various features including model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and community engagement for investors [2] Group 2 - The article emphasizes the importance of conducting personal research or consulting a financial advisor before making investment decisions, highlighting the inherent risks involved in investing [4] - It is noted that past performance does not guarantee future results, and the views expressed may not reflect those of the broader platform, Seeking Alpha [5]
3 Best Cannabis Stocks: Will They Fly High Again Post Trump Schedule III?
Seeking Alpha· 2025-12-19 23:52
Company Overview - Seeking Alpha is a platform that provides quantitative stock ratings and analytical tools designed to assist investors in making informed decisions [2] - The company emphasizes a data-driven approach to investment research, aiming to eliminate emotional biases from investment decisions [2] Key Personnel - Steven Cress serves as the Head of Quantitative Strategies at Seeking Alpha, managing quant ratings and factor grades on stocks and ETFs [1] - Cress is also the founder and co-manager of Alpha Picks, a systematic stock recommendation tool aimed at helping long-term investors build a high-quality portfolio [2] - With over 30 years of experience in equity research and quantitative strategies, Cress has a strong background in investment management, having previously founded CressCap Investment Research and Cress Capital Management [2] Product Offerings - The Seeking Alpha Quant Rating system interprets data for investors, providing insights on investment directions and saving time for users [2] - Alpha Picks selects two attractive stocks to buy each month and determines optimal selling times, enhancing investment decision-making for users [2] Historical Context - CressCap Investment Research was acquired by Seeking Alpha in 2018, which enhanced Seeking Alpha's capabilities in quantitative analysis and market data [2] - Prior to his role at Seeking Alpha, Cress led a proprietary trading desk at Morgan Stanley and was involved in international business development at Northern Trust [2]
X @Bloomberg
Bloomberg· 2025-12-17 20:23
Analysts at Bloomberg Intelligence track thousands of companies in industries ranging from computers and cars to finance and food.Here are some of the ones to watch in 2026. Check out the full list here: https://t.co/F2qGb6vkO3 https://t.co/lq51UePqzJ ...
Tredegar Trades At A Deep Discount As The Market Tests A Recovery
Seeking Alpha· 2025-12-17 15:43
Monte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companie ...
My Totally "Technical" S&P 500 Index Outlook For 2026
Seeking Alpha· 2025-12-15 21:11
With a focus on REITs, ETFs, Preferreds, and 'Dividend Champions' across asset classes, members gain complete access to our research and our suite of trackers and portfolios targeting premium dividend yields up to 10%.iREIT®+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income, diversification, and inflation hedging. Get started with a Free Two-Week Trial and take a look at ou ...
Scrooge: 5 Stocks That Could Ruin Your Santa Rally
Seeking Alpha· 2025-12-10 18:00
Core Insights - Steven Cress is the Head of Quantitative Strategies at Seeking Alpha, managing quant ratings and factor grades for stocks and ETFs [1][2] - He leads Alpha Picks, a monthly selection of two attractive stocks to buy and determines optimal selling times [1][2] - Cress emphasizes a data-driven approach to investment, aiming to eliminate emotional biases and simplify complex research [2] Company Overview - Seeking Alpha has developed a quantitative stock rating system that interprets data for investors, providing insights and saving time [2] - The platform offers a systematic stock recommendation tool, Alpha Picks, designed for long-term investors to build a high-quality portfolio [2] - Cress previously founded CressCap Investment Research, which was acquired by Seeking Alpha in 2018, enhancing its quant analysis capabilities [2] Leadership Background - Steven Cress has over 30 years of experience in equity research, quantitative strategies, and portfolio management [2] - His prior roles include running a proprietary trading desk at Morgan Stanley and leading international business development at Northern Trust [2] - Cress is recognized for his contributions to the field of quantitative analysis and market data [2]