Stock Ideas I'm Watching Into The New Week
Submitted by QTR's Fringe Finance
As of market close on Thursday, the blog’s 26 Stocks To Watch For 2026 are now beating the S&P 500 by more than 10% on an average, equal weighted basis.
This comes after the blog’s 25 Stocks To Watch For 2025 absolutely smashed the S&P 500, beating the index by more than 50% last year.
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You can view details on the 26 Stocks list, as well as other ideas that I’ve written about on the blog over the last few months by visiting our “Stocks to Watch” page. That page also includes:
A quick bull case I posted this week on a way to gain exposure to Anthropic
A name I’m buying with a PE around 10x that is hated by the market right now
One binary outcome pharma name that may be on the list for a buyout
Ways to also get exposure to OpenAI via public market means
Three microcap names that I love, one is up 100%+ since writing
Investing in a country you’d never think of
Two ETFs I love for the foreseeable future I think can beat the S&P
…and many other ideas, including specific names I would not invest in here: Fringe Finance Stocks To Watch
Here’s what else is new on the blog:
Comex Report: Deliveries Slow but Metal Keeps Leaving the Vault
Rand Paul’s “Six Penny Plan” to Balance the Federal Budget in Five Years
How One Fund Manager Is Taking Advantage Of Wartime Volatility
Mamdani Is Destroying The Tax Base His Stupid Ideas Desperately Need
QTR’s Disclaimer: Please read my full legal disclaimer on my About page here. This post represents my opinions only. In addition, please understand I am an idiot and often get things wrong and lose money. I may own or transact in any names mentioned in this piece at any time without warning. Contributor posts and aggregated posts have been hand selected by me, have not been fact checked and are the opinions of their authors. They are either submitted to QTR by their author, reprinted under a Creative Commons license with my best effort to uphold what the license asks, or with the permission of the author.
This is not a recommendation to buy or sell any stocks or securities, just my opinions. I often lose money on positions I trade/invest in. I may add any name mentioned in this article and sell any name mentioned in this piece at any time, without further warning. None of this is a solicitation to buy or sell securities. I may or may not own names I write about and are watching. Sometimes I’m bullish without owning things, sometimes I’m bearish and do own things. Just assume my positions could be exactly the opposite of what you think they are just in case. If I’m long I could quickly be short and vice versa. I won’t update my positions. All positions can change immediately as soon as I publish this, with or without notice and at any point I can be long, short or neutral on any position. You are on your own. Do not make decisions based on my blog. I exist on the fringe. If you see numbers and calculations of any sort, assume they are wrong and double check them. I failed Algebra in 8th grade and topped off my high school math accolades by getting a D- in remedial Calculus my senior year, before becoming an English major in college so I could bullshit my way through things easier.
The publisher does not guarantee the accuracy or completeness of the information provided in this page. These are not the opinions of any of my employers, partners, or associates. I did my best to be honest about my disclosures but can’t guarantee I am right; I write these posts after a couple beers sometimes. I edit after my posts are published because I’m impatient and lazy, so if you see a typo, check back in a half hour. Also, I just straight up get shit wrong a lot. I mention it twice because it’s that important.