We hope you had a nice break and are ready to get back into the action.
Fortunately, IRVING’s AI needs no rest. It has your first trades of 2026 lined up.
Here’s what to do:
Buy:
Encompass Health (EHC)
Itron (ITRI)
SEI Investments (SEIC)
Sell:
Comfort Systems (FIX)
Hold:
Evergy (EVRG)
You have just one position to sell. And the timing couldn’t be better:
This morning, FIX is off to the races.
Remember, this is a backdoor play on AI. And the AI trade is back on this morning.
So, grab your quick gain on that position.
Next, hold onto your Evergy position. It still looks good to hold for another cycle.
You should be about breakeven on your EVRG shares. But as you can see, it just takes one quick move to grab a profit.
IRVING’s AI is signaling a move like that is still coming.
That leaves you three new “Buys.”
3 Cheap Trades to Start 2026
While these three have very little in common — healthcare, infrastructure and asset management — they are all cheap.
In fact, with P/E ratios of 15.1, 16.7 and 20.1, they are all trading at heavy discounts to the rest of the market.
For context, the average S&P 500 company has a price-to-earnings ratio of 29.3.
So, even if you are looking for a longer-term value idea, these three fit the mold.
Your models, however, expect profits in the near term.
So, let’s briefly look at each …
Encompass Health is a leading rehabilitation facility operator.
It has 173 inpatient rehab hospitals across 39 states and Puerto Rico.
This is about as defensive of an investment as you can get. The demand for the care you’d find at one of its facilities is steady.
With an aging population, there’s no change in the foreseeable either.
After a strong first half of 2025, EHC ended with a whimper. Your AI models see that as an opportunity for the first trading cycle of 2026.
Itron is an infrastructure company. Its main customers are utilities of all sorts — electric, gas and water.
Again, you couldn’t ask for a more defensive play to start the new year.
Utilities are in constant need of Itron’s services, including for the electric buildout of AI data centers.
Its chart looks similar to EHC’s. This is the time to get in.
Finally, we have SEI Investments.
SEI is less an asset management company and more of an asset management services company.
Its client includes 43 of the largest investment managers in the world.
It helps them outsource plenty of the work that goes into portfolio management, analysis, accounting and more.
SEI is also a key alternative asset and private equity administrator — both are booming businesses.
Shares traded flat for most of 2025. But now, your AI has identified an opportunity to get in at a discount.
That’s it for today. Get those trades in.
Before we let you go for the weekend, we heard from several members looking for the upcoming trading schedule.
Here are the next few months:
As you can see, you can expect your next round of trades on Monday, Jan. 12.
Take care,
AL Qureiyeh
