Calls
5
#1195
Alpha Score 34.6
Jed Ellerbroek
Portfolio Manager, Argent Capital Management
Win Rate
60.0%
return
+0.1%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 02
$683.23
+11.5%
He is constructive on the S&P 500 for another possible double-digit year, based on expected 14% aggregate earnings growth in 2026 led by tech with contributions from industrials and financials, falling interest rates, a new Fed chair, the tax bill, and rising IPO/M&A activity. He also says valuation is not a major concern because it reflects the profitability and growth of big tech.
Equity Indexes
Long
Jan 02
$112.75
-5.4%
Walmart is well positioned because it has benefited from consumer trade-down and its fastest-growing customer segment is now the high-end consumer. That supports continued share gains, though the stock trades at about 40x next-12-month earnings, a 10-year high.
Staples Retail
Long
Jan 02
$854.25
+4.6%
Big is winning in U.S. retail: Amazon, Costco, and Walmart are the three largest retailers, they are outgrowing almost everyone else, and they are capturing most national retail sales growth. He expects this scale-driven share gain to continue.
Staples Retail
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Jed Ellerbroek has 5 trade ideas tracked on Buzzberg across 5 tickers since January 2026. Ranked #1195 on the Buzzberg Alpha leaderboard. Most covered: AMZN, SPY, WMT.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
