INVESTMENT COMMENTARY & Outlook
October 2025
Our growth portfolios continued to perform exceptionally well in the third quarter, despite the fact that August and September are seasonally weak months. The fourth quarter is a seasonally strong period and we are expecting an “early January effect” for small-to-mid capitalization stocks. As always, we are “locked and loaded” for another earnings announcement season. Our forecasted sales and earnings for our portfolios are available on our website at the address below:
https://navellier.com/sales-and-earnings-projections/
Due to the positive sales and earnings outlook, Louis wrote a Barron’s editorial with an upbeat year-end and 2026 forecast titled: Why a Strong Year for Stocks Will Just Get Stronger.
The second-quarter earnings surprises for the S&P 500 were the strongest in 39 years according to our favorite economist, Ed Yardeni. Since our Large Cap Growth Portfolio posted earnings surprises 150% higher than the S&P 500, it is hard for us not to be bullish. The other reason we remain bullish was that our quantitative and fundamental models continue to work exceptionally well.
Specifically, the latest quarterly back-testing of our 8-factor fundamental criteria in Stock Grader revealed that the top 15% of stocks should continue to lead the overall .…
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