Calls
27
#164
Alpha Score 87.4
Brian Belski
Chief Investment Strategist, BMO Capital Markets
Win Rate
55.6%
return
+8.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 11
$264.95
+10.9%
"We're in the process of transitioning... from a momentum multiple driven market to an earnings driven market... Other areas of the market are working: Dividend Growth, Value, Small Cap." As the bull market matures (Year 4), price appreciation will no longer come from PE expansion (hype) but from actual earnings delivery. Since Small Caps and Value have lagged, capital will rotate there as they gain earnings credibility. LONG. Focus on Dividend Growth and Small Cap sectors as the market broadens. If rates stay persistently high, Small Caps (which are rate-sensitive) may struggle to finance growth.
"We're in the process of transitioning... from a momentum multiple driven market to an earnings driven market... Other areas of the market are working: Dividend Growth, Value, Small Cap." As the bull market matures (Year 4), price appreciation will no longer come from PE expansion (hype) but from actual earnings delivery. Since Small Caps and Value have lagged, capital will rotate there as they gain earnings credibility. LONG. Focus on Dividend Growth and Small Cap sectors as the market broadens. If rates stay persistently high, Small Caps (which are rate-sensitive) may struggle to finance growth.
Equity Indexes
Long
Apr 10
$314.77
+6.4%
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.
Hyperscalers
Long
Apr 10
$370.38
+34.5%
Microsoft is okay because it has been able to monetize assets over the years with a proven track record.
Hyperscalers
Long
Apr 10
$102.36
-19.5%
Netflix is part of communication services secular bull and expected to be a winner in future sports streaming.
Streaming
Long
Apr 10
$137.96
+5.7%
Oracle is okay due to strong balance sheet, cash rich, and not needing to raise money.
Hyperscalers
Long
Apr 10
$679.05
+12.7%
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.
Equity Indexes
Long
Apr 10
$113.92
-0.9%
Overweight communication services sector because it is a secular bull sector, with specific likes for growth and yield, and sees future streaming of sports benefiting key players.
Thematic ETFs
Long
Aug 12
$316.51
-6.2%
Tech's 85.1% beat rate and the second-biggest institutional inflow ever, driven by hedge fund clients after deleveraging, show positioning is cleaner and money is returning to tech, chips, and momentum.
Equity Indexes
Long
Jul 03
$359.04
-7.9%
Acuity manufactures ceiling tiles that keep wiring cool inside data centers, making it a direct thematic play on the AI data center buildout.
Grid Equipment
Long
Jul 03
$19.03
-3.9%
FNB Corporation is a regional bank in Western Pennsylvania that benefits from demographic migration and consolidation. It is a play on people moving to areas with lower taxes and costs.
Banks
Long
Jul 03
$51.78
-10.4%
Glacier Bancorp is winning business from large banks like Chase in growing regions such as Bozeman, Montana. Small banks benefit from relationship banking and consolidation as people and companies move to low-tax states.
Banks
Long
Jul 03
$146.48
-1.5%
Small and mid-cap stocks offer significantly higher earnings growth (28% for small caps vs 23-24% for large caps) and attractive price-to-free-cash-flow. A broadening market and potential falling 10-year yields will further fuel SMID outperformance.
Equity Indexes
Long
Jul 03
$97.00
+11.9%
Charles Schwab looks interesting because the exchanges are cheap after recent sell-offs, offering value in the financial sector.
Brokers
Long
May 29
$439.38
-18.8%
As SpaceX and AI companies become more conservative and prepare for public offerings, the play on space is Tesla, which offers a longer-term investment opportunity in the space theme.
Autos & EV
Long
May 19
$1092.38
-15.0%
Costco is the only name the firm likes in consumer staples, indicating it stands out as a superior holding in an otherwise unattractive sector.
Staples Retail
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Brian Belski has 27 trade ideas tracked on Buzzberg across 27 tickers since February 2026. Win rate 56% across 27 evaluated calls, average return +8.2%. Ranked #164 on the Buzzberg Alpha leaderboard. Most covered: IWM, NFLX, SPY.
