Sell this, buy that

If there's one thing I've learned over three decades of investing, it's this: ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­

Dear Reader,

If there's one thing I've learned over three decades of investing, it's this:

What you don't own matters just as much as what you do.

That's why I've always been drawn to the idea of "upgrading" your portfolio — replacing overhyped or outdated names with stronger, lesser-known opportunities.

It's the thinking behind a strategy I've come to rely on...

One I call "Sell This, Buy That."

I've used it for years to show my followers how to move out of big name, well-loved stocks that are on the verge of melting down... and into ones with the potential to deliver serious upside.

It's the strategy that helped me win the Portfolios with Purpose investing competition... beating out some of the most respected names on Wall Street and outperforming the market by more than 10-fold.

And it's the same kind of thinking that's helped me build a long-term track record — including 41 recommendations that have gone on to return 1,000% or more.

I've put together a brand-new presentation where I walk through some of my latest "Sell This, Buy That" pair trades that you can view today at no cost.

These calls are a little contrarian... I'll be the first to admit that.

But if you're open to viewing the markets through a different lens, here's a quick preview of what I'm recommending today:

SELL Amazon. BUY [Click to Reveal]
SELL Bank of America. BUY [Click to Reveal]
SELL Tesla. BUY [Click to Reveal]

Each trade comes with the full name, ticker, and analysis right here at no cost.

Watch my "Sell This, Buy That" broadcast now and get 7 free trade ideas

Sincerely,

Eric Fry
Senior Macro-Investment Analyst, InvestorPlace

 
 
 
 
 
 

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This Week's Bonus Article

Analysts Love These 3 Stocks Trading Near 52-Week Lows—Here's Why

Authored by Chris Markoch. Article Published: 2/5/2026.

Quick Look

• Analysts are targeting stocks trading near 52-week lows as investors rotate away from expensive tech names.
• The Trade Desk, Pinterest, and Chewy all show deeply oversold conditions with significant upside to analyst price targets.
• Upcoming earnings reports could act as catalysts for sharp rebounds in these beaten-down stocks.

Earnings season is kicking into high gear, and analysts and investors are focusing on value. According to a Bank of America (NYSE: BAC) Credit Investor Survey, 30% of respondents said a drop in artificial intelligence (AI) stock valuations would be the most likely catalyst for a credit-market correction.

As a result, investors are stepping away from tech names perceived as overvalued. That capital has to go somewhere, and recent weakness in precious metals and cryptocurrencies suggests money is still flowing into equities.

Silicon Valley insiders hint at 12-month AI warning (Ad)

Almost no one sees it coming, but AI is about to split America into two over the next 12 months. On one hand, it'll make America's one-percenters richer and more powerful than ever. On the other hand, it's set to trap millions of hardworking Americans in financial quicksand. Former Google exec Kai-Fu Lee says AI could wipe out 50% of jobs by 2027. Elon Musk has said AI will surpass human intelligence by 2027. Mark Zuckerberg has said half of all coding could be done by AI within the next year. One ex-hedge fund manager whose team predicted Nvidia's rise in 2020 calls this the AI End Game, and he says there are three critical moves every American should make in the next 12 months to protect and grow their wealth through this paradigm shift.

See the three moves before the AI split happens

One option for retail investors looking for undervalued opportunities is to screen for stocks trading near their 52-week lows. MarketBeat offers a free tool to help investors find stocks trading near their 52-week lows.

Here are three stocks on that list. All three have been beaten down over the past 12 months, yet bullish analyst sentiment suggests buying before they report earnings could be rewarded.

The Trade Desk: Plenty of Upside If It Can Navigate a Giant Problem

The Trade Desk Inc. (NASDAQ: TTD) is down 76.9% over the past 12 months and more than 28% in 2026. The primary headwind has been competition from Amazon (NASDAQ: AMZN)

It hasn't helped that The Trade Desk has had two chief financial officers in the past year. While the company's ability to deliver personalized ads outside a "walled garden" remains attractive, advances in AI are narrowing that competitive advantage.

The company's upcoming earnings report could change the narrative. At the very least, TTD is trading near five-year lows, which many see as an extreme reaction. Analysts appear to agree: the consensus price target of $63.91 implies roughly 135% upside.

Pinterest: Oversold Stock With Analysts Betting on a Rebound

Pinterest Inc. (NYSE: PINS) may carry the most risk on this list. Shares plunged after its November earnings report, which cited tariff-related weakness in ad demand. The stock had been consolidating into 2026 before breaking lower on renewed tariff concerns.

Trading near March 2020 levels, PINS could be "so bad it's good." Its relative strength index (RSI) of 21 indicates the stock is significantly oversold.

Pinterest recently announced plans to cut its workforce by 15% to make room for AI tools. That will be a short-term drag on earnings, but if cost cuts are paired with user growth and steadier revenue, they could validate bullish analyst sentiment.

The Pinterest analyst forecasts on MarketBeat show a consensus price target of $37.13 for PINS, implying about 78% upside.

Chewy: Beaten-Down Growth Stock With Earnings Rebound Potential

Chewy Inc. (NYSE: CHWY) presents a similar setup. The stock is trading at multi-year lows and its RSI indicates oversold conditions.

Concerns center on valuation: Chewy trades at roughly 112x forward earnings, which is rich for a tech-oriented business and especially high for a niche retail stock.

Still, analysts forecast about 87% earnings growth over the next 12 months and have set the stock's consensus price target at $47.21, implying more than 74% upside.

A key driver would be Chewy's expansion into higher-margin veterinary care. Investors should get more clarity when the company reports earnings in late March, but bullish investors may consider accumulating shares ahead of the report.

 

 
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