Is a monster rally ahead of us?!

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Nvidia's blockbuster earnings sparked a huge rally, but yesterday's trading failed to follow through, causing some analysts to question whether it is sustainable. - “The question from here is do investors shake that momentum? We’ve run up so far, so quickly. It might not make a lot of sense to chase that type of momentum,” said Charlie Ripley, senior investment strategist at Allianz Investment Management. - “Obviously, we haven’t seen quite the momentum as we have from technology stocks...I think that does pose some risks in terms of where the index goes ultimately, because clearly everything’s front-loaded into the technology shares,” he added. Greg Marcus at UBS Private Wealth Management (Photo: LinkedIn) At the same time, Greg Marcus at UBS Private Wealth Management remains bullish. Yes, there might be pullbacks along the ride, but he thinks investors should buy the dip for big tech stocks. - “There will likely be pullbacks and volatility over the next few months and we are supportive of the buy the dip mentality when it comes to big tech,” he said. Why? Big Tech companies have strong balance sheets and earnings growth potential. Stock prices naturally follow earnings growth, so these stocks might perform the best over the next few months, in his eyes. Moreover, his firm UBS Global Wealth Management raised its end-of-year price target on the S&P 500 to 5,2000 due to strong economy, falling inflation, potential rate cuts and higher AI investments. - “We think the backdrop for US equities remains supportive, driven by healthy economic growth, moderating inflation, a Fed that’s pivoting to rate cuts, and a surge in AI investment,” the firm said in a note from the chief investment office Thursday. - “After the [more than] 20% rally since the October low, some sentiment and positioning indicators are starting to become elevated, which could lead to a modest pullback in the coming months,” the team added. “We maintain a neutral preference for U.S. equities in our tactical asset allocation and highlight that there may be better opportunities to add to equity positions.” Top “Boring Business” (With Unbelievable Returns) To Own Right Now Today’s Pick: WillScot Mobile Mini Holdings Corp. (WSC) Peter Lynch once said, “Go for a business that any idiot can run – because sooner or later any idiot probably is going to be running it.” And today’s pick is a storage company. How can you screw up a storage business? It’s stupidly simple. While the business itself is easy to run, the management team is incredibly shrewd with financials.  But before we talk business, let’s get one important thing out. This is not an exciting business. They don’t make high-tech products nor are they trying to change the world.  However, the numbers may excite you.  WillScot Mobile Mini specializes in portable storage and flexible workspace solutions. Rather than having a fixed storage place, they offer warehouse-like storage. You see this all the time at construction sites. Here are some pictures of their spaces:  They look familiar, aren’t they? If you see any one these next week, it’s likely to be owned by WillScot Mobile Mini. Here’s why. The company is the number one provider in modular space and portable storage leasing and five times bigger than the next largest competitor.  Their vast fleet of storages yield a whopping 25%-plus unlevered IRR. This means the IRR (rate of return) isn’t jacked up by borrowing. This is an insanely high return on investment for any kind of business.  This means if you invest $6,000 to buy a portable storage unit, you will earn about $2,000 a year on that unit only.  Want more good news? Rental rates to rent modular spaces have gone up by double-digit consistently. Think about this. You only need to buy a module space once, and you can rent them out repeatedly. However, because the rent keeps on rising, your ROI on that module space keeps on getting higher and higher every single year.  Benefitting from these mind-blowing economics, WillScot Mobile Mini will show huge Free Cash Flow growth in the next two years. With a 22% FCF margin, the CEO expects to eventually reach $650 million in annual FCF.  Insane operating margin: WSC has an adjusted EBITDA at a 43.9% margin in the recent quarter. That’s obviously good. And the best thing is how stable its earnings are. More than 75% of its revenue is reoccurring leasing revenue. WillScot Mobile Mini is a highly cash-generative business that spits out cash year in and year out. And it is “actively deploying” $1B share repurchase authorization which will add 10%+ to a shareholder’s return. Bottom line: WillScot Mobile Mini offers incredibly high ROI on its portable storage units, and its business structure offers very stable revenue. And better yet, this is a boring business that serves a necessity. (More predictable.) This is a stock you can own without losing a second of sleep. [EARN WHILE YOU LEARN! JOIN OUR FREE LIVE TRADING SESSION!](       © All Rights Reserved, Trade Alliance [Unsubscribe]( | [Manage Preferences](