Brian Belski 4.8 23 ideas

Chief Investment Strategist, BMO Capital Markets
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0 winning  /  1 losing  ·  1 positions (30d)
Net: -6.9%
Recent positions
TickerDirEntryP&LDate
XLK LONG $148.08 Apr 14
XLC LONG $116.08 Apr 14
NFLX LONG $102.28 Apr 10
UTILITIES LONG — — Apr 10
MSFT LONG $371.21 Apr 10
KBE LONG — — Apr 10
MDY LONG $643.50 Apr 10
XLC LONG $113.83 Apr 10
GOOG LONG $315.35 Apr 10
COPPER LONG $83.33 Apr 10
T LONG $26.39 Apr 10
ORCL LONG $137.83 Apr 10
PLTR LONG $127.45 Apr 10
PANW LONG $155.09 Apr 10
NVDA LONG $189.19 Apr 10
IWM LONG $261.53 Apr 10
VZ LONG $46.12 Apr 10
SPY LONG $679.54 Apr 10
By sector
ETF
10 ideas -6.9%
Stock
9 ideas
Commodity
3 ideas
sector
1 ideas
Top tickers (by frequency)
XLC 2 ideas
— —
IWM 2 ideas
0% W -6.9%
PANW 1 ideas
— —
GOOG 1 ideas
— —
NVDA 1 ideas
— —
Best and worst calls
Best calls
IWM LONG -6.9%
"We're in the process of transitioning... from a momentum multiple driven market to an earnings driven market... Other a...
Feb 11
Worst calls
IWM LONG -6.9%
"We're in the process of transitioning... from a momentum multiple driven market to an earnings driven market... Other a...
Feb 11
▶ YouTube How to navigate the market rebound
Fully invested in tech and communication services.
Earnings and fundamentals support staying invested in the market, and we are fully invested in technology and communication services stocks, enjoying the rally.
XLC XLK HIGH CNBC Apr 14, 18:16
Brian Belski
CEO & CIO of Humilis...
▶ YouTube Next Market Trigger: Fund Manager Reveals What Ignites The Next Move | Brian Belski
Bullish on S&P 500 for 2026.
The US market will continue in a bull market with S&P 500 target 7,300-7,500 for 2026, due to good fundamental conditions, attractive valuations, strong earnings growth, and as part of a 25-year secular bull market.
SPY HIGH The David Lin Report Apr 10, 18:10
Brian Belski
CEO & CIO of Humilis...
▶ YouTube Next Market Trigger: Fund Manager Reveals What Ignites The Next Move | Brian Belski
Bullish on Netflix for streaming growth.
Netflix is part of communication services secular bull and expected to be a winner in future sports streaming.
NFLX HIGH The David Lin Report Apr 10, 18:10
Brian Belski
CEO & CIO of Humilis...
▶ YouTube Next Market Trigger: Fund Manager Reveals What Ignites The Next Move | Brian Belski
Overweight utilities sector.
Overweight utilities sector for defense and yield, though not detailed.
UTILITIES LOW The David Lin Report Apr 10, 18:10
Brian Belski
CEO & CIO of Humilis...
▶ YouTube Next Market Trigger: Fund Manager Reveals What Ignites The Next Move | Brian Belski
Bullish on Microsoft for AI monetization.
Microsoft is okay because it has been able to monetize assets over the years with a proven track record.
MSFT HIGH The David Lin Report Apr 10, 18:10
Brian Belski
CEO & CIO of Humilis...
▶ YouTube Next Market Trigger: Fund Manager Reveals What Ignites The Next Move | Brian Belski
Overweight financials sector.
Overweight financials due to thematic view on big financials and small banks winning, consolidation in super regionals, deregulation, and strong earnings growth.
KBE HIGH The David Lin Report Apr 10, 18:10
Brian Belski
CEO & CIO of Humilis...
▶ YouTube Next Market Trigger: Fund Manager Reveals What Ignites The Next Move | Brian Belski
Bullish on small midcap stocks long-term.
Private equity and credit unwinding could create demand for small midcap public companies due to liquidity, reporting advantages, and as an alternative to private investments.
MDY HIGH The David Lin Report Apr 10, 18:10
Brian Belski
CEO & CIO of Humilis...
▶ YouTube Next Market Trigger: Fund Manager Reveals What Ignites The Next Move | Brian Belski
Avoid silver and gold, prefer copper.
Cautious on silver and gold because they were extended, neutral now, and gold underperformed during conflict.
GOLD HIGH The David Lin Report Apr 10, 18:10
Brian Belski
CEO & CIO of Humilis...
▶ YouTube Next Market Trigger: Fund Manager Reveals What Ignites The Next Move | Brian Belski
Watch 10-year Treasury yield range.
Watch the 10-year Treasury, expecting it to settle in 350 to 450 range for the next 2-3 years.
TLT HIGH The David Lin Report Apr 10, 18:10
Brian Belski
CEO & CIO of Humilis...
▶ YouTube Next Market Trigger: Fund Manager Reveals What Ignites The Next Move | Brian Belski
Bullish on copper for AI and infrastructure.
Prefer copper over silver and gold because of AI play and infrastructure side, while cautious on precious metals.
COPPER HIGH The David Lin Report Apr 10, 18:10
Brian Belski
CEO & CIO of Humilis...
▶ YouTube Next Market Trigger: Fund Manager Reveals What Ignites The Next Move | Brian Belski
Bullish on Google as AI leader.
Google (Alphabet) is a leader in communication services and AI, with smart AI spend, monetization ability, YouTube's size, and as a future sports streaming winner; contrarian buy signal last year.
GOOG HIGH The David Lin Report Apr 10, 18:10
Brian Belski
CEO & CIO of Humilis...
▶ YouTube Next Market Trigger: Fund Manager Reveals What Ignites The Next Move | Brian Belski
Bullish on Verizon and AT&T for yield.
Verizon and AT&T are liked for yield and defense, as they have returned to their core broadband belief system.
VZ T HIGH The David Lin Report Apr 10, 18:10
Brian Belski
CEO & CIO of Humilis...
▶ YouTube Next Market Trigger: Fund Manager Reveals What Ignites The Next Move | Brian Belski
Bullish on Oracle for financial strength.
Oracle is okay due to strong balance sheet, cash rich, and not needing to raise money.
ORCL HIGH The David Lin Report Apr 10, 18:10
Brian Belski
CEO & CIO of Humilis...
Brian Belski (Chief Investment Strategist, BMO Capital Markets) | 23 trade ideas tracked | XLC, IWM, PANW, GOOG, NVDA | YouTube | Buzzberg