Group 1 - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology [1] - The focus has shifted from writing a blog to creating a value investing-focused YouTube channel, where hundreds of companies have been researched [1] - The analyst expresses a particular interest in metals and mining stocks, while also being comfortable with consumer discretionary, staples, REITs, and utilities [1]

[music] [music] Hello and welcome to Ask for a Trend. I'm Josh Whipton. For the next half hour, we are breaking [music] down the trends of today that'll move stocks tomorrow.There's a lot to keep track of, so we're focusing on [music] what you need to know to get ahead of the curve. Here are some of the trends we're going to be diving right into. A stunning reversal on Wall Street Thursday.[music] Dow industrials erasing a 700 point gain. The NASDAQ sinking 2%. Strong results from Walmart, Nvidia, [music] n ...

Core Insights - The article discusses the expertise of Michael Del Monte, a buy-side equity analyst with over a decade of experience in various sectors including technology, energy, industrials, and materials [1]. Group 1: Analyst Background - Michael Del Monte has a strong background in professional services, having worked across multiple industries such as Oil & Gas (O&G), Oilfield Services (OFS), Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]. Group 2: Investment Position - The article indicates that the analyst holds a beneficial long position in the shares of PWR, which may include stock ownership, options, or other derivatives [2]. Group 3: Disclosure and Performance - The article emphasizes that past performance is not indicative of future results and that no specific investment recommendations are provided [3].

Core Insights - The analyst has over 10 years of experience researching more than 1000 companies across various sectors, including commodities and technology [1] - The focus has shifted from blogging to a value investing-oriented YouTube channel, emphasizing research on hundreds of companies [1] - The analyst shows a particular interest in metals and mining stocks, while also being knowledgeable in consumer discretionary, REITs, and utilities [1] Company and Industry Summary - The analyst's research covers a wide range of industries, indicating a diverse investment approach [1] - The transition to a YouTube channel suggests a growing trend in digital content consumption for investment insights [1] - The emphasis on value investing reflects a strategic approach to identifying potential investment opportunities in various sectors [1]

Group 1 - The Vanguard Small-Cap Value ETF (VBR) is designed to track the performance of the CRSP US Small Cap Value Index, offering a low-cost, passively managed investment option [1] - Small-cap value companies may provide differentiated returns compared to larger indices, potentially appealing to investors seeking unique investment opportunities [1] Group 2 - Analyst Michael Del Monte has expertise in various sectors including technology, energy, industrials, and materials, with over a decade of experience in professional services across multiple industries [1]

November 17, 2025 06:03 AM GMT Investor Presentation | Asia Pacific China Equity Strategy: From Leap To Sustain | Downloaded by Neil.Wang@troweprice.com M | Not for redistribution without written consent of Morgan Stanley | Morgan Stanley Asia Limited+ | | | --- | --- | --- | --- | | | | | Foundation | | November 17, 2025 06:03 AM GMT | | | | | Investor Presentation Asia Pacific | | | | | | | Laura Wang | | | | | Equity Strategist | | | China Equity Strategy: From Leap To Sustain | | Laura.Wang@morganstanle ...

Core Insights - Many popular stocks have experienced significant declines, creating potential rebound opportunities for investors [1] - A scan identified several oversold stocks with low relative strength index (RSI) values, indicating they may be primed for recovery [2] Oversold Stocks Analysis - MARA Holdings, Inc. (NASDAQ:MARA) has an RSI of 22.95 and has dropped over 40% in the past month, making it a top candidate for recovery [2] - CoreWeave, Inc. (NASDAQ:CRWV) has an RSI of 23.20 and is linked to NVIDIA Corp. (NASDAQ:NVDA), which may provide a supportive catalyst [5] - Webull Corp. (NASDAQ:BULL) has an RSI of 24.06 and has seen a decline of more than 25% in the last month, with upcoming earnings potentially acting as a catalyst [5] - Super Micro Computer, Inc. (NASDAQ:SMCI) has an RSI of 27.77 and has decreased by 35% over the past month, indicating potential for a reversal [5] - SoundHound AI, Inc. (NASDAQ:SOUN) has an RSI of 28.08 and has dropped 40% from its mid-October highs, suggesting it may be undervalued [5] - CleanSpark, Inc. (NASDAQ:CLSK) has an RSI of 28.15, while Hims & Hers Health, Inc. (NYSE:HIMS) has an RSI of 28.84 [5] - Chipotle Mexican Grill, Inc. (NYSE:CMG) and Oracle Corp. (NYSE:ORCL) both have RSIs of 28.84 and 29.14 respectively, indicating they are also in oversold territory [5] - NuScale Power Corp. (NYSE:SMR) has an RSI of 29.49, rounding out the list of oversold stocks [5] Investment Considerations - Stocks with very low RSI values may present attractive opportunities for quick rebounds, but investors should use additional indicators to confirm potential reversals [5]

Group 1 - The article focuses on industry metrics in the consumer discretionary sector, providing a top-down analysis that may assist in evaluating sector ETFs like Consumer Discretionary Select Sector SPDR ETF (XLY) [1] - The analysis is supported by the expertise of Fred Piard, a quantitative analyst with over 30 years of experience in technology and a background in data-driven systematic investment strategies [1]

Core Insights - U.S. stocks showed mixed performance, with the Dow Jones index increasing by over 100 points on Tuesday [1] Company Performance - PubMatic Inc reported third-quarter earnings of 3 cents per share, surpassing the analyst consensus estimate of a loss of 10 cents per share, and quarterly sales of $67.960 million, exceeding the estimate of $63.768 million [1] - PubMatic shares surged by 33.2% to $10.19 following the positive earnings report [2] - Surmodics Inc experienced a gain of 49.3% to $40.85 after a court denied the FTC's attempt to block GTCR's acquisition [4] - enGene Holdings Inc's shares rose by 36.4% to $8.20 after reporting a 63% complete response rate in its Phase 2 LEGEND study [4] - Energy Vault Holdings Inc's stock increased by 33.1% to $4.72 following its third-quarter results [4] - RealReal Inc's shares climbed by 25.6% to $14.08 after reporting better-than-expected third-quarter results and raising its FY25 sales guidance [4] - Hallador Energy Co reported better-than-expected quarterly sales, leading to a 19.3% increase in its stock price to $23.87 [4] - BigBear.ai Holdings Inc's shares rose by 17.3% to $6.71 after announcing better-than-expected quarterly results and the acquisition of Ask Sage [4] - Paramount Skydance Corp's stock gained 10.9% to $16.92 after reporting third-quarter results and issuing optimistic fourth-quarter sales guidance [4] - Clearwater Analytics Holdings Inc's shares increased by 9.3% to $18.24 [4] - Rocket Lab Corp's stock rose by 8.3% to $56.27 after reporting better-than-expected third-quarter results and issuing positive fourth-quarter sales guidance [4] - Viasat Inc's shares gained 8.1% to $39.96 after an upgrade from JP Morgan analyst Philip Cusick, who raised the price target from $23 to $50 [4] - Soleno Therapeutics Inc's stock rose by 6.7% to $49.42 after announcing a $100 million accelerated share repurchase plan [4]

Industry Overview - Consumer discretionary businesses are sensitive to economic cycles, with recent performance indicating a potential slowdown in demand as discretionary stocks returned 14.8% over the past six months, underperforming the S&P 500 by 4.6 percentage points [1] Companies to Avoid - **Pool (POOL)** - Market Cap: $9.25 billion - Trading at $249.98 per share, equivalent to 21.7x forward P/E [3][5] - **Lovesac (LOVE)** - Market Cap: $191.5 million - Trading at $13.11 per share, equivalent to 50.4x forward P/E [6][8] Company to Watch - **Royal Caribbean (RCL)** - Market Cap: $69.15 billion - Established in 1968, known for innovative cruise experiences [9] - Absence of organic revenue growth over the past two years suggests reliance on acquisitions for expansion [11] - Anticipated sales growth of 3.1% for the next year indicates shaky demand [11] - Poor free cash flow margin of 0.6% over the last two years limits investment flexibility [12] - Impressive 30% annual revenue growth over the last five years indicates market share gains [13] - Expected increase in free cash flow margin by 11.3 percentage points next year suggests more capital for investment or shareholder returns [13]