INVESTMENT COMMENTARY & Outlook
April 2026
Our growth portfolios got off to a great start in January and February as wave after wave of positive sales and earnings announcements propelled our fundamentally superior stocks higher. There was some consolidation in March due to the war with Iran, but before a ceasefire was announced, our growth portfolios resurged from quarter-end window dressing. I think it is fair to say that the excitement about the upcoming quarterly announcement season is building. In fact, FactSet reported the strongest positive analyst earnings revisions in the past five years, so we have a lot to look forward to in the upcoming weeks! As always, we are “locked and loaded” for another earnings announcement season.
Our forecasted sales and earnings for our portfolios are available in the following link:
https://navellier.com/sales-and-earnings-projections/
Iran and the U.S. have agreed to a two-week ceasefire that was brokered by Pakistan. The Strait of Hormuz is supposed to be open during this ceasefire, which should help to alleviate shortages of crude oil and fertilizer. Ship operators remained cautious however but hopefully ship traffic will pick up dramatically. Vice President J.D. Vance described the ceasefire as a …