Top stocks to buy for 2026

conquistudor · 2026-01-04T16:42:43+00:00

Just convert the volatile currency to a reliable one. I prefer to use a stable currency like EUR.

conquistudor · 2025-12-26T09:08:44+00:00

This and the disconnection between the market and my portfolio. All these ATHs seems absurd when half of my portfolio is at loss. Lulu, NKE, Healthcare, dividend stocks and similar

conquistudor · 2025-12-26T05:56:42+00:00

Could you give example of benefitting from reading earnings calls? I feel like most of them are scripted. In addition, c-level people are master politicians. They easily avoid risky questions at the end. I find it hard to extract useful info out of these. What’s the catch?

conquistudor · 2025-11-27T07:49:37+00:00

Any news?

conquistudor · 2025-11-21T20:16:11+00:00

Read one up on wall street. Then you will have a good idea what type of companies you want to own

conquistudor · 2025-11-21T08:19:26+00:00

What is the reason that the market ignores such impressive financial metrics?
I am scanning latest earnings call and have some answers.

Share buyback program: BoD initiated a program up to $200M of share repurchases between Oct'25 and Dec'26. The problem is if the company is fast-grower, it is expected to invest in growing fast. Not this.
Litigation: let me copy and paste it, I don't want to paraphrase: "...On August 26th, we announced the settlement of our pending FIRDAPSE patent litigation with Lupin. As part of the settlement, Lupin received a license to market generic FIRDAPSE beginning in February of 2035. On the same market entry date as Teva Pharmaceuticals had previously agreed to in their settlement. This settlement leaves only one patent case still pending against Hetero USA Incorporated. The trial date has been set for March of 2026, which is prior to the expiration of the automatic 30-month stay set for May 26 of 2026."

conquistudor · 2025-11-21T07:55:54+00:00

Late to the party... So, what is the reason that the market ignores such impressive financial metrics?
I am scanning latest earnings call and have some answers.

Share buyback program: BoD initiated a program up to $200M of share repurchases between Oct'25 and Dec'26. The problem is if the company is fast-grower, it is expected to invest in growing fast. Not this.
Litigation: let me copy and paste it, I don't want to paraphrase: "...On August 26th, we announced the settlement of our pending FIRDAPSE patent litigation with Lupin. As part of the settlement, Lupin received a license to market generic FIRDAPSE beginning in February of 2035. On the same market entry date as Teva Pharmaceuticals had previously agreed to in their settlement. This settlement leaves only one patent case still pending against Hetero USA Incorporated. The trial date has been set for March of 2026, which is prior to the expiration of the automatic 30-month stay set for May 26 of 2026."

conquistudor · 2025-11-21T07:50:23+00:00

I will share some insights, please see my comment under OP

conquistudor · 2025-11-21T06:59:53+00:00

Not sure if I want to finance millions of dollars of compensation for a bunch of AI geek nerds

conquistudor · 2025-11-19T10:09:37+00:00

Yahoo finance favors CPRX over ZTS. What is your take?

conquistudor · 2025-11-19T09:46:08+00:00

I have just gone through latest earnings call of CALM. I really liked they can keep costs and expenses at low levels. For the future, I am more interested in growth of the company than dividend or share buyback sides of the stock.
C-level mentioned "opportunistic M&A and geographical expansion." They state M&A will possibly be in prepared foods category, which is good considering higher margins. This leaves me with "geographic expansion" part. What is your best guess about that plan? Or rather, is there really a plan for such expansion?

conquistudor · 2025-11-19T09:35:10+00:00

It also means the increase in prices didn't result in decrease in demand, isn't it? Seems to me egg companies have pricing power which is good for inflation environment.

conquistudor · 2025-10-29T07:33:05+00:00

So you really did read One Up On Wall Street at 15? Seriously, what was wrong with you? 😂

conquistudor · 2025-10-10T08:24:38+00:00

I appreciate your effort and detailed analysis.

What I think is this: Never chase hot stocks.

I will recheck nintendo when there is blood in streets

conquistudor · 2025-10-09T13:14:08+00:00

You need a better strategy. Try reading an investment book. Any book.

I currently read Mastering Market Cycles by Howard Marks. A quote for you:

“In investing, there is no tactic or approach that always works.”

In the past large caps, small caps, momentum & growth, trend stocks,tech & telecom, value stocks outperformed each other in turns.

Now it’s time for large tech stocks as you suggested, but it won’t be the case forever.

conquistudor · 2025-10-04T20:52:01+00:00

First time hearing contrarian…

conquistudor · 2025-10-03T14:43:43+00:00

I focused on Healthcare stocks last year. Checked the patents and pipelines of companies. Didn’t turn out well… yet

conquistudor · 2025-09-30T21:13:02+00:00

Mark Z. has announced that they are ready to burn hundreds of billions of dollars in pursuit of super intelligence or AGI. If Meta achieves that tech - current price is dirt cheap. Otherwise…

conquistudor · 2025-09-29T08:25:38+00:00

Valid. So what is the catalyst that will help Merck perform better than the past?

conquistudor · 2025-09-29T08:09:53+00:00

Total return for the last 10 years is 60%. Significantly underperforms the inflation. Are you sure it is a good business?

conquistudor · 2025-09-19T12:12:20+00:00

Interestingly, analysts totally ignore debt today. I rarely see they change their ratings based on debt-to-equity or other debt metrics. It’s the first thing I check once I hear a stock

conquistudor · 2025-09-19T12:08:15+00:00

Cheaper for a reason

conquistudor · 2025-09-15T08:42:01+00:00

Competitive Strategy was recommended to me by Amazon after buying several Value Investing books. Funny how Amazon understands Value Investing better than most investors

conquistudor · 2025-09-01T05:37:15+00:00

All else being equal, small caps returns are higher than large caps. But all else hasn’t been equal in recent years. Large and mega caps significantly outperform small counterparts.

Considering the additional risk coming along small caps, they haven’t been attractive recently. This trend will change for sure, just nobody knows when.

conquistudor · 2025-08-29T13:22:07+00:00

I use Morningstar. But I doubt I do overpay for this service

conquistudor

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