SanDisk is currently mispriced with straight A's across the board for value, growth, profitability, positive analyst revisions, and momentum.
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Can This Dividend Portfolio Keep Outperforming? (The Seeking Alpha Growth and Income Portfolio)
Sep 8, 2026
The creator interviews Steven Crest, head of quantitative strategies at Seeking Alpha, to discuss the platform's new Quant Growth and Income Portfolio. The portfolio aims for long-term capital appreciation, consistent dividend income, and reduced dividend cut exposure, and has reportedly outperformed its benchmark VYM. The discussion touches on Crest's background in quantitative finance and his role in developing Seeking Alpha's quant systems.
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Tickers discussed in this post
QGNI is discussed as a portfolio that adds dividend distribution on top of core quant ratings, incorporating dividend safety and growth metrics for diversification.
Broadcom, along with other large scalers like Nvidia, is providing creative financing to smaller companies, which is reminiscent of the dot-com bubble era.
Texas Instruments is mentioned as a holding in the Quant Growth and Income Portfolio that is arguably somewhat AI-related.
Nvidia reported excellent results, with the stock up 6% today, contributing to a rebound in AI-related names.
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Tracked calls opened from this post
SNDKbuy opened Sep 8, 2026
-27.32%