TODAY: Major Deregulation Wave – Is Your Portfolio Ready?
Regulators announced a sweeping deregulation wave, rolling back dozens of rules across energy, finance and other industries in a single day. The move could free up trillions of dollars in compliance costs, instantly boosting corporate efficiency and profit margins. Early market reactions show higher valuations in affected sectors as investors anticipate a surge in earnings. A CE‑credit webinar on the Free Markets ETF will dissect the policy shift and pinpoint the stocks likely to benefit most.
💰 WARREN BUFFETT'S 8 RULES THAT BUILT $150 BILLION (Most People Ignore ALL of Them — Don't Be that Person)
Warren Buffett attributes his $150 billion fortune to eight disciplined investment rules, from protecting capital to investing in oneself. The core principles emphasize avoiding losses, staying within a circle of competence, and buying quality businesses at a margin of safety. Buffett’s...
What Do You Do With Microsoft?
Microsoft’s shares have slumped more than 26% year‑to‑date, a 33% drop from the all‑time high, making it the poorest performer among the Magnificent Seven in 2026. The latest quarter marked the company’s worst results since the 2008 financial crisis and...
Warren Buffett on Markets, Apple, and Why He’s Holding Cash
Warren Buffett told Squawk Pod that he still can’t predict market direction and relies on business fundamentals instead. He emphasized that Berkshire’s massive cash reserves won’t be rushed into equities after the recent modest correction, as no compelling valuations have...
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap Screen
The Acquirer’s Multiple® large‑cap screen highlights a stark valuation gap, with cash‑rich companies in energy, financials, housing and mature franchises trading at compressed multiples. While AI‑driven growth stocks dominate market sentiment, these deep‑value names deliver strong operating earnings, free cash...
POET Technologies Q4 2025: Reading Past the Headline Loss
POET Technologies reported a Q4 2025 net loss of $42.7 million on $341 k revenue, yet its stock jumped 16.9% to $5.94 after the release. The loss was dominated by a $30.6 million non‑cash fair‑value adjustment on CAD‑denominated warrants and a $6.85 million accounting...
POET Technologies Q4 2025: Reading Past the Headline Loss
POET Technologies posted a Q4 2025 net loss of $42.7 million against $341 k of revenue, but cash outflow was only $11.6 million. The loss was dominated by a $30.6 million non‑cash warrant fair‑value adjustment and a $6.85 million acquisition charge. With $430 million in cash,...
IREN 2026 Forecast Update - Mar 31, 2026
The research team released its original 2026 IREN forecast on January 25, prompting the stock to climb from the low‑mid $50s into the low‑mid $60s. Since that release, IREN’s deeper push into artificial‑intelligence infrastructure has highlighted significant scale and cost considerations....
Where Is Our Real Mining Plan? – by Geoff Russ (Resource Works – March 30, 2026)
Canada’s mining sector remains hamstrung by investor skepticism despite abundant critical mineral resources. Exploration spending has plateaued around $3.1 billion USD from 2023 through 2025, while total mining investment dropped to roughly $9.8 billion USD in 2024, down from $11.3 billion USD a...
Melius Highlights FCF While Reiterating Buy on Apple
Melius analysts highlighted Apple’s strong free cash flow as a key valuation driver and reiterated a buy recommendation. The firm noted Apple’s upcoming product wave—including the iPhone 17e, refreshed iPad Air, new MacBook Air and Pro, Studio Displays, MacBook Neo,...
"We're Now In The Middle Of A Market Correction" Admits Longtime Wall Street Bull | Ed Yardeni
Ed Yardeni, long‑time bullish economist, has revised his outlook after the Iran‑related oil shock, calling the market a correction and raising U.S. recession odds to 35%. He warns that bond market vigilantes are returning worldwide, increasing the risk of a...
Alphabet Is Down 20%: Why This Is Not a Quality Entry Yet
Alphabet shares have fallen about 20% after peaking near $350, prompting a re‑evaluation of its valuation. The company disclosed a 2026 capital‑expenditure plan of roughly $175‑$185 billion, which is likely to pressure free‑cash‑flow and compress its price‑to‑earnings multiple. The author compares...
Piper Sandler Launches Coverage on Dime Community Bancshares (DCOM) with Bullish View
On March 16, Piper Sandler initiated coverage of Dime Community Bancshares (DCOM) with an Overweight rating and raised its price target to $37, up from $36. The brokerage cites a recovering net interest margin and anticipates significant loan repricing in...
UBS Keeps Neutral Rating on Buckle (BKE) as Growth Remains Steady but Unchanged
UBS analyst Mauricio Serna kept a Neutral rating on Buckle, Inc. (NYSE:BKE) and trimmed the price target to $53 from $55. The retailer posted an 8.0% rise in comparable store sales and an 8.8% increase in net sales to $84.4 million...
Morgan Stanley Lowers Price Target on Mid-America Apartment Communities (MAA), Keeps Overweight Rating
Morgan Stanley analyst Adam Kramer lowered Mid‑America Apartment Communities’ (MAA) price target to $153.50 from $156 while keeping an Overweight rating, signaling confidence in the REIT’s long‑term outlook. Two weeks earlier, Truist’s Michael Lewis cut his target to $142 from...
Citi Reduces Winnebago (WGO) Target to $46, Flags Inventory Turn Challenges
Citi analyst James Hardiman lowered Winnebago Industries' price target to $46 from $54 while maintaining a Buy rating after the company posted a fiscal Q2 2026 earnings beat. The downgrade reflects concerns that the firm’s inventory turnover remains below Citi’s...
Are Bank Stocks a Buy? CBA, NAB, ANZ, Westpac, MQG
Richard Hemming explains why Under the Radar Report remains invested in Australia’s big banks—CBA, NAB, ANZ, Westpac and Macquarie—despite a prolonged sell‑side consensus. The four‑bank system controls roughly 70% of mortgage lending and has generated about 6% annual returns over...
Mohnish Pabrai on Finding Value, Asymmetry, and Ignoring Market Labels
Mohnish Pabrai’s recent shareholder call challenged the industry’s reliance on rigid labels such as “growth,” “value,” or “cyclical,” urging investors to evaluate businesses on cash generation, durability, and price instead. He highlighted that low‑cost commodity producers and emerging‑market fintech can...
Creality IPO Filing Reveals Financial Growth, Manufacturing Scale, and Other Secrets
Creality, the China‑based 3D printer maker, filed a 492‑page draft IPO application with Hong Kong’s exchange, revealing rapid revenue growth and expansive manufacturing capacity. Revenue rose from $272 million in 2023 to an estimated $453 million in 2025, while profit margins slipped...
ARKK Innovation Fund Earnings Estimates/Revisions
The Ark Innovation Fund (ARKK) saw more earnings estimate upgrades than downgrades in the latest 60‑day window, with a 19:10 up‑to‑down ratio among its top‑weighted stocks. Cumulative 2026 earnings power for these holdings rose modestly by 0.77%, while 2027 forecasts...
KISSing CVX and COP (FREE POST)
Rob Connors highlights a long‑standing pattern linking Chevron (CVX) and ConocoPhillips (COP) to the broader market. Over a century, CVX’s price relative to the S&P 500 has oscillated between roughly 2 % at lows and 9 % at highs, while COP’s ratio has...
Portfolio Update – 03/29/2026 (Important One)
The investor released a Q4 portfolio update after the earnings season, emphasizing strong performance in a concentrated high‑beta stock strategy despite a recent market‑wide correction. Year‑to‑date returns are –5.2% versus the S&P 500’s –6.8%, while cumulative returns since January 2024 total +412.7%...
Howard Marks & The Foundational Elements of Intelligent Investment
Howard Marks, co‑founder of Oaktree Capital, delivered a one‑hour presentation in Sag Harbor outlining what he calls the three foundational elements of intelligent investing. He revisited the Efficient Market Hypothesis, explained how investor psychology and risk aversion shape market cycles,...
Does It Make Sense to Build a Dividend Portfolio to Generate Steady & Reliable Monthly Dividend Income?
The article examines whether constructing a dividend portfolio that delivers steady monthly cash flow is worthwhile. It outlines the psychological comfort of predictable income but warns that relying on REITs and income trusts can concentrate risk and limit growth. The...
Opportunities For Outperformance In The Small and Mid-Tier PM Producers (Part 1)
The article outlines how small and mid‑tier gold producers can deliver outsized returns compared with larger miners. It begins with mindset advice for investors before diving into the fundamentals and technicals of select stocks. The author highlights near‑term catalysts such...
Enterprise Group (E.TO/ETOLF): Infrastructure Services Specialist
Enterprise Group (E.TO/ETOLF) discussed its infrastructure services strategy in a live interview with CEO Desmond O'Kell on March 23, 2026. The company is targeting Canada’s natural‑gas and site‑power markets by deploying advanced turbine technology for resource and construction projects. O'Kell...
Bad News: When Insiders Buy Up Stock
A recent analysis of roughly 1,400 insider purchases at S&P 500 firms shows executives collectively spent $3.7 billion on shares worth over $100,000 each since 2020. Most buys occurred after a 30‑day price dip, often following disappointing earnings or other negative news....
Cyber Incidents: Share Price Response Immediate and Sustained
ISS STOXX and ISS‑Corporate analyzed cyber incident disclosures for Russell 3000 companies from 2022‑2024. They found that firms reporting significant cyber breaches underperform the market by roughly 5% on average, with the gap widening to nearly 4.9% after 250 trading...
The Mag 7 Ate Your Index
For nearly two years the S&P 500’s rally has been powered by an unusually tight group of seven mega‑cap stocks, often dubbed the “Magnificent 7.” That concentration masked historically thin market breadth, leaving most equities lagging behind the index. Recent price action...
A 10% Dip Is Not A Green Light To Go All In
The author warns investors not to pour all cash into the market simply because the S&P 500 has slipped 10% from recent highs. A 10% decline is technically a correction, not a market bottom, and Fidelity’s historical data shows many...
S&P 500 Forward P/E Ratios
Yardeni’s latest chart shows the S&P 500’s forward price‑to‑earnings ratios diverging sharply across market segments. The so‑called Magnificent Seven tech‑heavy stocks are trading above a 30‑times forward P/E, while the broader large‑cap index sits near 22‑times and small‑to‑medium caps hover around...
How the Stock Market Performs After a Correction
A new analysis of S&P 500 data from 1950‑2026 examines how the market rebounds after 10%, 20% and 30% drawdowns. The study finds that, on average, investors who bought at those lows were up 15%, 17% and 21% after one year,...
A Time for Caution
The My Trend Asset Allocation Model has consistently outperformed the traditional 60/40 stock‑bond benchmark on an out‑of‑sample basis, delivering higher returns while maintaining comparable risk levels. Its trend‑following methodology spans a broad set of global equity markets and commodity prices,...
Deckers Outdoor Stock Analaysis: Is the 15x PE a Screaming Buy or a Value Trap?
Deckers Outdoor (DECK) is trading at roughly 15 times forward earnings, a 50 percent discount from its all‑time high where the multiple peaked above 30 x. The company boasts a fortress balance sheet—zero debt, multi‑billion‑dollar cash, and an asset‑light supply chain—but its revenue...
What Do Aircraft Maintenance Shortages Mean for Investors
North America faces a shortfall of roughly 17,000 aircraft maintenance technicians in 2026, widening the gap between a growing fleet and available labor. The deficit is inflating wages, pushing labor to nearly a third of total MRO costs and extending...
Some Final Words on the Market Outlook
The author announces retirement at the end of March and publishes a final strategy note on the intermediate‑term stock outlook. The piece highlights that the long‑term timing model remains bullish on equities, suggesting continued upside potential. A technical analysis review...
Time to Be Fearful
An investor over‑committed to oil stocks and energy ETFs after noticing falling gasoline prices, seeing his portfolio halve before a rebound restored and grew his position. The experience left him alternating between panic at losses and anxiety about missing further...
Auxly Cannabis Group Inc. Q4 FY2025 Update – (XLY)
Auxly Cannabis Group posted Q4 FY2025 revenue of C$40.1 million, up 16% YoY, and an adjusted EBITDA of C$12.5 million, delivering a 31% margin that beat expectations by roughly 20%. While revenue missed consensus by about 2%, the company highlighted strong mix‑shift...
Digital Engagement's Fat Tail Risk?
Meta was hit this week with two high‑profile lawsuits—one in Los Angeles over algorithmic addiction and another in New Mexico over child sexual exploitation—resulting in $375 million in civil penalties and $6 million in damages, respectively. The penalties are modest compared with...
Rick Rule Says This Gold Stock Panic Looks Like a Buyer Opportunity
Veteran resource investor Rick Rule warns that the recent sharp sell‑off in gold equities is less a crisis than a buying window for disciplined, long‑term investors. He argues that focusing on a "shopping list" of high‑quality names, rather than trying...
Why 'New' Value Stocks Outperform: The Hidden Driver Of Value Investing
A January 2026 paper by Linda Chen, Wei Huang and George Jiang finds that roughly half of the stocks classified as value or growth each year are “new” entrants, having switched categories after a two‑year gap. The authors show that the...
Ukrainian Agriculture Stocks – the World’s Ultimate Land Bargain?
Four years after a 2022 primer warned that Ukrainian farmland was priced at just 10% of Polish values, the sector has proved remarkably resilient despite the ongoing war. The London‑listed agribusiness MHP SE has doubled its share price, posted a...
Pfizer Inc (PFE): Our Calculation of Intrinsic Value
Our weekly DCF model values Pfizer Inc. at roughly $14‑15 per share, far below its current trading level near $27. The analysis uses a 9% discount rate, 2% terminal growth, and projects free cash flow stabilizing around $10 billion by 2029,...
Abercrombie & Fitch Co. (ANF) — Deep Value In a Revitalized Global Apparel Retailer
Abercrombie & Fitch has completed a multi‑year transformation that lifted gross margins to 61% and generated over $350 million of free cash flow. The retailer now reports $5.27 billion in revenue, $699 million operating income and a net margin of roughly 10%. Valuation...
Is It Time To De-Risk Your Portfolio? | Ted Oakley
Ted Oakley, founder and CEO of Oxbow Advisors, urges investors to keep 20‑25% of their portfolios in cash or Treasury bills as stock valuations remain extreme and earnings multiples risk compression. He warns that both declining earnings and falling multiples...
5 Most Undervalued Cloud Stocks to Buy According to Analysts
BlackLine (NASDAQ:BL) is highlighted as one of the five most undervalued cloud stocks by analysts. Approximately 44% of analysts remain bullish while 50% are cautious, and the consensus price target of $50 suggests about 28% upside from current levels. BMO...
Is Cellebrite DI Ltd. (CLBT) One of the Tech Stocks to Sell Right Now According to Cathie Wood?
Cellebrite DI Ltd. (CLBT) has been flagged by Cathie Wood’s ARK Investment Management as a tech stock to sell, after the firm cut its stake by 15% in the fourth quarter, reducing holdings to 114,066 shares worth roughly $2.06 million. The...
From Digital AI to Physical AI — Portfolio Construction for a New AI Investment Cycle
A free, CE‑credit webinar on March 27 will explore how advisors can reshape portfolios for the next AI investment cycle. Host Michael Gayed and KraneShares strategist Derek Yan will examine the S&P 500’s extreme concentration—top ten stocks now hold over...
TransDigm: Mini-Monopolies at 30,000 Feet
TransDigm Group has built a portfolio of niche aerospace components that function as mini‑monopolies, giving the company strong pricing power and margins above 30 %. Its aggressive acquisition strategy—over 30 bolt‑on purchases in the last ten years—has driven compound earnings growth...
Start Here: Welcome to Clayton Capital Insights
Clayton Capital Insights, a Substack run by value investor Nick Clayton, showcases a concentrated, margin‑of‑safety approach that generated a 41% return in 2025. The strategy typically holds 7‑15 high‑conviction positions, emphasizing strong balance sheets, disciplined position sizing, and capital allocation...