ADBE – TheStreetPro TSP Site

2 Value Stock Picks Emerge as Saas-SOX Correlation Persists

Bret Jensen on July 31, 2026

Here is a pair of lesser-known names that are delivering for investors.

Helene Meisler on July 14, 2026

While Nvidia powers higher, market breadth continues to weaken, defensive sectors are losing momentum, and several key indicators remain out of sync.

Bret Jensen on July 12, 2026

Wall Street has turned negative on this software giant. Here’s why I’m willing to step in.

Doug Kass on July 8, 2026

* And fading it…

I don’t own and am currently short (and have been recently short C, JPM, GS, MS, UBER, NFLX, homebuilders, etc.) some of the most consensus sectors.

I am long some of the most non-consensus sectors.

Consensus Longs:

* Memory: SanDisk ($SNDK), Micron ($MU), Intel ($INTC), AMD ($AMD), Applied Materials ($AMAT) (“it’s different this time”)

* Value Tech: Adobe ($ADBE), Oracle ($ORCL), ServiceNow ($NOW) and Nvidia ($NVDA)

* Tech With Biggest Moat: Apple ($AAPL)

* Value Industrial: Caterpillar ($CAT)

* Best Overall Value: Homebuilders

* Streaming: Netflix ($NFLX)

* Autonomous: Uber ($UBER)

* Entertainment: Disney ($DIS)

* Financials: JPMorgan ($JPM), Citigroup ($C), Goldman Sachs ($GS), Morgan Stanley ($MS)

* Frontier Exposure “For The Long Haul”: SpaceX ($SPCX)

Non-Consensus Longs:

* Cannabis: $MSOS, $VRNOD, $TRLV, $GTBIF, $GLAS

* Private Equity: Apollo ($APO), Blackstone ($BX), KKR ($KKR)

* Consumer Staples: Kimberly-Clark ($KMB), PepsiCo ($PEP), Procter & Gamble ($PG)

Positions:

Long MSOS (L), VRNOD (S), TRLV (S), GTIBF (S), GLAS (S), APO (S), BX (S), KKR (S), KMB (S), PEP (S), PG (S)

Short SPCX (VS), SNDK (VS), MU (VS), INTC (VS), AMAT (VS), AMD (VS), CAT (VS)