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VCSH: Time To Rotate Out Of Short-Term Bonds
Seeking Alpha· 2026-01-29 14:38
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 compani ...
SCHV: The Value Rotation May Have Already Begun
Seeking Alpha· 2026-01-28 20:30
The Schwab U.S. Large-Cap Value ETF ( SCHV ) is a low-cost, passively managed exchange-traded fund designed to provide investors with diversified exposure to companies that trade at an appealing premium. With growing concerns about a potentially loomingMonte 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 professi ...
YOLO: Exposure To Cannabis Stocks Leans Into Politics (NYSEARCA:YOLO)
Seeking Alpha· 2026-01-22 22:05
The AdvisorShares Pure Cannabis ETF ( YOLO ) is an actively managed exchange-traded fund designed to provide investors with exposure to companies that operate in the cannabis industry on a global basis. YOLO’s performance may beMonte 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 acr ...
IRE: IREN's Growth Outlook May Provide For An Appealing Trade Strategy
Seeking Alpha· 2026-01-15 12:00
Core Insights - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors [1] Group 1: Analyst Background - Michael Del Monte has over a decade of experience in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]
HPS: Buying Preferred Shares Through The Rate Cycle
Seeking Alpha· 2026-01-07 17:37
Core Viewpoint - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors, emphasizing his extensive background in professional services across various industries [1]. Group 1 - Michael Del Monte has over a decade of experience in professional services, which includes sectors such as Oil & Gas (O&G), Oilfield Services (OFS), Midstream, Industrials, Information Technology, Engineering, Procurement, and Construction (EPC) Services, and consumer discretionary [1].
SDIV: Global Dividend Income To Diversify Away From Tech
Seeking Alpha· 2026-01-07 11:13
Core Viewpoint - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors, emphasizing his extensive background in professional services across various industries [1]. Group 1 - Michael Del Monte has over a decade of experience in professional services, which includes sectors such as Oil & Gas (O&G), Oilfield Services (OFS), Midstream, Industrials, Information Technology, Engineering, Procurement, and Construction (EPC) Services, and consumer discretionary [1].
CAIQ Vs. CAIE: Go With The Higher Barrier For Default
Seeking Alpha· 2026-01-05 09:43
Core Insights - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors [1] Group 1: Analyst Background - Michael Del Monte has over a decade of experience in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]
Sable Offshore's Story Remains Political, And Investors Grow Skeptical
Seeking Alpha· 2025-12-30 19:12
Core Insights - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors [1] Group 1: Analyst Background - Michael Del Monte has over a decade of experience in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]
MSTU Exposes Investors To More Leverage Than Expected
Seeking Alpha· 2025-12-24 12:06
Core Insights - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors [1] Group 1 - Michael Del Monte has over a decade of experience in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]
BITW: Expensive Fund With Near Perfect Correlation To Bitcoin
Seeking Alpha· 2025-12-04 11:40
Core Insights - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors [1] Group 1: Analyst Background - Michael Del Monte has over a decade of experience in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]