Faced with the question of picking only one stock to go into 2026 with I think it would have to be PayPal ( PYPL ) without a doubt. The 2025 performance has left aMy name is Andres Veurink and I have been in the financial markets for over a decade at this point, spending the majority of that in a hedge fund here in Rotterdam, working my way up as an analyst. My work relfect rigourious standards as I myself have a very high standard as to what I invest my money in. My preferred sectors to follow are tech, sp ...

Core Insights - Enterprise Products (EPD) has demonstrated consistent reliability, achieving a 27-year streak of increasing quarterly distributions, indicating strong financial health and commitment to returning value to shareholders [1]. Company Performance - EPD has the potential to accelerate its compounded 5-year average distribution growth above current levels, suggesting an optimistic outlook for future performance [1]. Analyst Background - The analyst has over a decade of experience in financial markets, primarily in hedge funds, with a focus on technology sectors such as SaaS and cloud businesses, which are noted for their growth opportunities [1].

Core Insights - Clearwater Analytics (CWAN) has experienced a significant decline in share price over the past year, despite strong growth figures in the fintech sector [1] - The acquisition and integration of Enfusion has positioned CWAN as a serious player in the SaaS market [1] Company Performance - CWAN's share price has been negatively impacted, reflecting broader trends in the fintech sector where valuations remain suppressed [1] - The company is demonstrating strong growth metrics, indicating potential resilience and opportunity for recovery [1] Industry Context - The fintech sector, particularly SaaS and cloud businesses, is characterized by active developments and substantial growth opportunities [1]

Core Insights - Valaris Limited (VAL) is highlighted as an exciting investment opportunity in the energy sector, despite the analyst typically focusing on technology sectors like SaaS and cloud businesses [1]. Company Overview - Valaris Limited operates in the energy sector, which is not the primary focus of the analyst but has garnered attention due to its potential [1]. Analyst Background - The analyst has over a decade of experience in financial markets, primarily in hedge funds, and maintains rigorous standards for investment [1].