Intuit is seen as a strong rerating candidate with meaningful upside if sentiment improves.
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Congress Is Still Buying These Stocks. What Do They Know?
Dividend TalksApr 20, 2026
Despite a seemingly strong market rally, the underlying picture is messy, with narrow leadership and volatile rotations. The creator highlights that Congress continues to trade stocks, often outperforming the market, suggesting this activity is an "investable signal" worth following, exemplified by Nancy Pelosi's past trades.
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Tickers discussed in this post
Booking Holdings is a quality business with decent upside, but not a screaming bargain or explosive opportunity.
Netflix's inclusion is debatable due to mixed earnings, despite Congress's buying activity and a recent rebound from 52-week lows.
Mastercard is a high-quality compounder trading at a more reasonable valuation than usual, making it an attractive buy.
Waste Management is a steadier, defensive business with a less clean earnings profile and weaker congressional signal, making it a lower conviction hold.
Nvidia is a high-conviction buy due to strong earnings, reasonable valuation, and significant insider buying from Congress.
Intuit is a high-quality business that has been oversold, with strong earnings and a compressed valuation making it a classic rerating candidate.
Microsoft is mentioned as part of the NASDAQ's strong performance.