Performance Overview - The Jot ETF has achieved a 69% increase since its launch five years ago [1][2] - The ETF's performance is attributed to various momentum factors and its strategic usage as a core investment [2] Market Insights - Current market conditions are characterized by volatility, leading to a cautious outlook [3] - United Healthcare is highlighted as a safer investment option amidst market uncertainty [3] - There is an expectation of government-level resolutions in the healthcare sector, which could act as a catalyst for market movements [4] Notable Stocks - Monster Beverage is mentioned as a significant player within the consumer staples sector [4]

Core Viewpoint - A securities class action lawsuit has been filed against Primo Brands Corporation following issues related to its merger with BlueTriton Brands, alleging misleading statements about the merger's success and integration process [1][3][4]. Group 1: Lawsuit Details - The lawsuit aims to represent investors who acquired Primo Brands' common stock between June 17, 2024, and November 6, 2025 [2][3]. - Hagens Berman, a prominent shareholder rights law firm, is investigating the claims against Primo Brands and its executives [2][8]. - The litigation focuses on claims that Primo's assurances regarding the merger's benefits were false, as the integration was reportedly problematic and negatively impacted the company's performance [3][4]. Group 2: Financial Impact - Investors began to realize the issues on August 7, 2025, when Primo announced its Q2 2025 results, revealing disruptions in product supply and service due to rapid operational changes [4][6]. - Following the announcement of significant integration issues and a change in leadership on November 6, 2025, Primo was forced to revise its 2025 revenue forecast from expected growth of 3%-5% to a low single-digit decline [6][7]. - The market reacted negatively, with Primo's share price dropping by $8.20 (-36%) the day after the announcement [7].

Core Viewpoint - Vita Coco Company (NASDAQ: COCO) shares surged after the announcement that coconut water would likely benefit from reduced reciprocal tariffs on agricultural products [1][3]. Group 1: Tariff Changes - President Trump issued an Executive Order to eliminate reciprocal tariffs on certain agricultural products, including tropical fruits and fruit juices [3]. - Vita Coco expects its coconut water products to be exempt from these tariffs starting November 13, while a 40% ad valorem duty on imports from Brazil will remain [4]. - The average tariff rate for Vita Coco's products is projected to decrease to approximately 6%, down from a previous estimate of 23% [4]. Group 2: Financial Impact - The tariff relief is anticipated to enhance Vita Coco's growth, with net sales and earnings per share increasing by 37% and 25%, respectively, reaching $182 million and $0.40 in the third quarter [5]. - Vita Coco's Executive Chairman expressed appreciation for the administration's efforts, indicating that this change will help maintain accessible prices for consumers [5].

Group 1 - Vita Coco's stock surged over 10% following the announcement of eligibility for tariff exemptions on agricultural products [1] - The executive order signed by President Trump removed tariffs on products that cannot be grown in the U.S., benefiting companies like Vita Coco [1] - Hershey received an upgrade in its Relative Strength (RS) rating, indicating improved price performance, while Vita Coco also saw a rise in its RS rating to 83 [4] Group 2 - Celsius stock reached a new buy point before experiencing a retreat, with third-quarter earnings results expected in early November [2]

Core Insights - Wall Street continues its strong performance in 2025, but the consumer staples sector is lagging, with the Consumer Staples Select Sector SPDR (XLP) down 1.7% year to date, the only sector in the S&P 500 Index in the red [1][2][8] Consumer Staples Sector Overview - The consumer staples sector is facing challenges due to rising living costs, which are impacting household budgets and leading to cautious consumer spending, resulting in margin compression [2] - Despite the overall sector's poor performance, five consumer staples stocks are highlighted for their potential to perform well in 2026: PepsiCo Inc. (PEP), Monster Beverage Corp. (MNST), Lamb Weston Holdings Inc. (LW), United Natural Foods Inc. (UNFI), and Ollie's Bargain Outlet Holdings Inc. (OLLI) [3][8] Company-Specific Insights PepsiCo Inc. (PEP) - PepsiCo, with a Zacks Rank of 2, is benefiting from strong beverage performance in international markets, particularly in Mexico, Brazil, Germany, and Thailand [6] - The company is focused on localizing flavors, expanding price-pack options, and enhancing productivity through digital transformation, with expected revenue and earnings growth rates of 3.3% and 5.6% for next year [7][9] Monster Beverage Corp. (MNST) - Monster Beverage, ranked 1, is capitalizing on the expanding energy drinks market, with a 16% sales growth in its energy drinks segment in Q3 2025 [10][11] - The company has expected revenue and earnings growth rates of 9.3% and 12.8%, respectively, for next year, supported by improving margins and easing supply-chain pressures [11] Lamb Weston Holdings Inc. (LW) - Lamb Weston, also ranked 1, is driving growth through its "Focus to Win" strategy, emphasizing operational efficiency and innovation [12] - The company expects a 4.1% volume increase year over year in fiscal 2026, with revenue and earnings growth rates of 1.3% and -6.3% for the current year [13] United Natural Foods Inc. (UNFI) - United Natural Foods, ranked 1, is showing strong growth driven by demand for natural and organic products, with strategic initiatives enhancing efficiency and service quality [14][15] - The company has an expected revenue growth rate of 2.5% and over 100% earnings growth for the current year, with a significant 24.2% improvement in earnings estimates over the last 60 days [16] Ollie's Bargain Outlet Holdings Inc. (OLLI) - Ollie's, with a Zacks Rank of 2, is leveraging a cost-effective business model and strategic investments to support growth, expecting a 16.3% revenue increase and 16.2% adjusted earnings per share improvement in fiscal 2025 [17][18] - The company plans to expand its store network significantly, aiming for over 1,300 stores, with a consistent CAGR of 9.5% from fiscal 2020 to fiscal 2024 [19][20]

Market Performance - Major U.S. indexes showed mixed performance last week, with the Nasdaq Composite, S&P 500, and Dow Jones Industrial Average declining by 2.7%, 1.4%, and 0.5% respectively [1] - Investors are shifting focus from high-valuation technology and AI stocks to more defensive sectors due to market volatility [1] Federal Reserve and Economic Data - The end of a 43-day government standoff has reduced political risks, but delays in key economic data releases have created uncertainty for the Federal Reserve and investors [2] - The Fed is balancing economic growth and inflation, with inflation remaining above the 2% target and a resilient labor market casting doubt on December rate cut expectations [2] Zacks Research Performance - Zacks Research has provided guidance that led to significant stock performance, with Macy's shares increasing by 14.9% since its upgrade to Zacks Rank 1 on September 18, outperforming the S&P 500's 2.2% increase [3][4] - Fresnillo plc also saw a 7.2% return since its upgrade to Zacks Rank 1 on September 19, compared to the S&P 500's 1.8% increase [4] Zacks Model Portfolio Returns - A hypothetical portfolio of Zacks Rank 1 stocks returned +8.64% in 2025 through September 1, outperforming the S&P 500's +7.60% [4] - The Zacks Model Portfolio has outperformed the S&P 500 index by over 12 percentage points since 1988, with an annualized average return of +23.8% compared to +11.3% for the S&P 500 [5] Specific Stock Performances - United Natural Foods, Inc. (UNFI) shares increased by 32.4% after its Zacks Recommendation was upgraded to Outperform [7] - Caterpillar Inc. (CAT) gained 35.9% over the past 12 weeks, while CACI International Inc. (CACI) returned 20.1% during the same period [10] Earnings Certain Admiral Portfolio (ECAP) - The ECAP returned -1.30% in Q3 2025, underperforming the S&P 500's +8.1% gain, and +2.72% year-to-date compared to the S&P 500's +14.84% [15] - The portfolio aims to minimize capital loss by holding shares of companies with a proven track record of earnings stability [16] Earnings Certain Dividend Portfolio (ECDP) - Johnson & Johnson (JNJ) returned 10.9% over the past 12 weeks, while UnitedHealth Group (UNH) increased by 5.9% [18] - The ECDP returned -0.01% in Q3 2025, underperforming the S&P 500's +8.1% gain [20] Top 10 Stock Portfolio - MasTec, Inc. (MTZ) has jumped 41.2% year-to-date, outperforming the S&P 500's 14.7% increase [22] - The Top 10 portfolio has produced a cumulative return of +2,553.1% since 2012, significantly outperforming the S&P 500's +545.2% [24]

Group 1 - Alta Equipment Group (ALTG) has been added to the Zacks Rank 5 (Strong Sell) List due to a significant downward revision of its current year earnings estimate by approximately 48.6% over the last 60 days [1] - Chagee Holdings Limited - Sponsored ADR (CHA) is also on the Zacks Rank 5 (Strong Sell) List, with its current year earnings estimate revised downward by 14.7% in the past 60 days [2] - Climb Global Solutions, Inc. (CLMB) has seen its current year earnings estimate revised downward by nearly 7.6% over the last 60 days, leading to its inclusion in the Zacks Rank 5 (Strong Sell) List [2]

Core Insights - PepsiCo has been identified as a prime accumulation target since late 2024, with positive stock performance noted in subsequent analyses [1] - The investment approach is primarily value-oriented, emphasizing long-term opportunities and risks rather than short- to mid-term timing indicators [1] Group 1 - The stock of PepsiCo has shown excellent returns since it became a target for accumulation [1] - The analyst has over five years of experience in consulting and audit firms, including roles in valuation, financial planning, and analysis [1] - The articles produced focus on providing information rather than making direct investment decisions, often resulting in hold/neutral ratings despite bullish or bearish inclinations [1] Group 2 - The analyst holds a beneficial long position in PepsiCo shares, indicating confidence in the company's future performance [2] - The article reflects the author's personal opinions and is not influenced by compensation from any company mentioned [2] - Seeking Alpha emphasizes that past performance does not guarantee future results and that the views expressed may not represent the platform as a whole [3]

Group 1 - Dividend investors typically focus on fundamentals rather than technical indicators for timing entries [1][2] - The use of technical indicators can complement fundamental analysis, providing a method to initiate positions [2] - Barchart offers tools to identify stocks with positive technical indicators, particularly focusing on Dividend Aristocrats, which are companies that have increased dividends for 25 or more years [3] Group 2 - The analysis utilized Barchart's Stock Screener with specific filters to identify attractive investment opportunities [4] - Coca-Cola Company (KO) is highlighted as a top dividend stock, known for its strong brand portfolio including Sprite, Fanta, and Minute Maid [5][7] - The overall buy signal for Coca-Cola is supported by positive technical indicators and strong buy ratings from analysts [6]

Core Viewpoint - The Vita Coco Company has responded positively to the recent Executive Order that modifies reciprocal tariffs on certain agricultural products, particularly benefiting its coconut water products [1][2]. Group 1: Tariff Changes - The updated Executive Order exempts Vita Coco's coconut water products from reciprocal tariffs effective November 13, 2025, although a 40% duty on imports from Brazil remains [2]. - The average tariff rate for Vita Coco's products entering the U.S. is expected to decrease from 23% to approximately 6% based on current sourcing and product mix [2]. Group 2: Company Impact - The company does not anticipate a material impact on its 2025 financial results due to the tariff relief, as the inventory expected to sell in the remainder of 2025 has already incurred tariffs [3]. - The co-founder and Executive Chairman expressed appreciation for the administration's efforts, highlighting that this will help maintain accessible prices for consumers [3]. Group 3: Company Overview - The Vita Coco Company is a leading platform of better-for-you beverage brands, including its flagship coconut water brand, which is the top coconut water brand in the U.S. [4]. - The company was co-founded in 2004 and is recognized as a public benefit corporation and Certified B Corporation, focusing on delivering healthy and nutritious products [4].