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The Top Stock Pick for Q1 was ALM – Almonty Industries and the investor that pick this ticker is Genetic Smite. Congratulations for winning the contest for the first quarter of 2026. Almonty Industries Inc. engages in mining, processing, and shipping of tungsten concentrates. The company explores for tin and tungsten deposits. It holds 100%…
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The expected revenues, profits and free cash flows from Microsoft are expected to be great for the next 5 years. They have a solid AI strategy, a giant cloud infrastructure business and the software business is a cash cow. The sentiment on MSFT stock has gotten very negative and the stock price is down 34%…
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The volatility of crude oil prices in the past 30 days has been extreme. The expectation that we would see low crude prices like the prices we saw last year are not expected in 2026. The sector with the most negative impact from this is consumer discretionary. Stocks like LULU, NKE, ABNB and AAPL will…
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The best performing super investors are invested in materials and energy stocks. In stark contrast with the stocks that lead the market in 2023, 2024 & 2025 which were mostly in technology. It is impossible to determine how long the new trade will last. But studying the most respected investor portfolios opens up ideas on…
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Costco attracts investors that want to own a well run company that is a very popular place to shop. The investing thesis is simple, but the intrinsic value of $COST is much lower than the stock price. This stock is too expensive and there are stocks in other sectors that provide a better opportunity for…
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The war extends in Iran is disrupting to global oil supply and this result is oil prices that are over 30% higher in 2026. If oil prices continue to increase, stocks in oil stocks will continue to rise quickly. This is one of the simplest investing themes that may be just beginning.
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Software stocks have been beaten down over the past 12 months as the story that AI could hurt these businesses. Earnings reports from software companies shows that revenues are not going down, and instead are rising. The prices on these equities are very low and discounted versus the intrinsic value of the shares. The rally…
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The stock market is selling off software software stocks due to the theory that AI will lower the moats and bring in competition into these historically highly profitable companies. The software industry has seen new paradigms and big leaps in technology before, and the strong got stronger on those occasions. Intuit has grown it’s revenues,…
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