Investing Experts 3 stocks to buy from Alpha Picks/Pro Quant Portfolio
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Sep 21, 2025 Steven Cress, the Head of Quant at Seeking Alpha, brings over 30 years of experience in quantitative strategies. He delves into the GARP-plus approach, highlighting the crucial role of the PEG ratio in evaluating stocks. Cress discusses transparent performance metrics since 2010 and contrasts AlphaPicks with ProQuant. He spotlights three recommended stocks: Kinross, CommScope, and SSR Mining, detailing their profitability and dividend safety. Additionally, he shares insights on a barbell strategy for leveraging growth amidst potential rate cuts.
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GARP-Plus Quant Compares Companies By Sector
- Seeking Alpha's quant is a GARP-plus system scoring value, growth, profitability, momentum, and EPS revisions.
- It ranks ~5,000 stocks and compares each company to its sector for relative strength.
PEG Reveals Growth-Adjusted Valuation
- The PEG ratio blends growth and valuation into a single metric that reveals when high-PE growers are reasonably priced.
- Steven Cress uses PEG to justify holding expensive-looking stocks when growth justifies the multiple.
Hold Means Hold — Don't Sell On Default
- Treat a 'hold' rating as an instruction to keep the position, not to sell immediately.
- Use PEG or other factor grades to decide whether to retain holdings through temporary valuation shifts.