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 ...

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]

Core Insights - APA Corp. has been a strong performer in the Oil & Gas industry since April 2025, showcasing significant total returns [1] Company Analysis - The company is noted for its strong fundamentals and good cash flows, making it an attractive investment opportunity [1] - The focus is on long-term value investing, with a particular interest in undervalued companies that have been overlooked by the market [1] Industry Context - The Oil & Gas sector is highlighted as a key area of interest, with potential for substantial returns despite being unloved by investors [1] - The article emphasizes the importance of understanding the businesses being invested in, steering clear of high-tech and certain consumer goods sectors [1]

Core Insights - APA Corp. has been one of the strongest performers in the Oil & Gas industry since April 2025, showcasing significant total returns [1] Company Analysis - The company is noted for its strong fundamentals and good cash flows, making it an attractive investment opportunity [1] - The focus is on long-term value investing, with a particular interest in undervalued companies that have been overlooked by the market [1] Industry Context - The Oil & Gas sector is highlighted as a key area of interest, with potential for substantial returns despite being unloved by investors [1] - The article emphasizes the importance of understanding the businesses being invested in, steering clear of high-tech and certain consumer goods sectors [1]

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].

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, as well as consumer discretionary [1].

Core Viewpoint - The Schwab U.S. Large-Cap Value ETF (SCHV) is designed to offer investors diversified exposure to companies trading at attractive premiums, amidst growing concerns about a potential economic downturn [1]. Group 1 - SCHV is characterized as a low-cost, passively managed exchange-traded fund [1]. - The ETF aims to provide a diversified investment option for those interested in large-cap value stocks [1]. Group 2 - The article does not provide any specific financial performance metrics or detailed analysis of the companies within the ETF [1].

Core Viewpoint - The AdvisorShares Pure Cannabis ETF (YOLO) is an actively managed exchange-traded fund aimed at providing investors with global exposure to the cannabis industry [1] Group 1: Fund Overview - YOLO is designed to invest in companies operating within the cannabis sector on a global scale [1] Group 2: Analyst Background - Michael Del Monte is a buy-side equity analyst with over a decade of experience in various sectors including technology, energy, and industrials [1]

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]

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].