When the Numbers Are Out, the Noise Must Go
“Prices tell stories, but results reveal the truth.”
Good Morning Investors. With over 80% of Q4 2025 earnings now released, the market has moved into a decision phase. This is no longer about speculation or rumors — it’s about evidence.
What to Do Now That Results Are Out:
• Buy companies where earnings growth, margins, and cash flows are improving and valuations are still reasonable
• Hold companies with stable fundamentals but limited short-term upside ⏳
• Reduce or exit positions where results clearly show weakening earnings, rising costs, or deteriorating balance sheets ⚠️
This is the season where discipline beats excitement. Let the numbers guide your actions, not market noise.
InvestingPort – 10 Stock Picks for February
(Based on released Q4 results | No particular order)
TIP
Cadbury
May & Baker
FCMB
✈️ NAHCO
CWG
️ VFD Group
ZICHIS
NPF Microfinance Bank
️ Julius Berger
These picks reflect companies that have shown earnings strength, resilience, or improving fundamentals from their latest results.
“In earnings season, conviction should come from clarity, not hype.”
Choose wisely. Manage risk. Let February be a month of intentional positioning, not emotional trading
“Prices tell stories, but results reveal the truth.”
Good Morning Investors. With over 80% of Q4 2025 earnings now released, the market has moved into a decision phase. This is no longer about speculation or rumors — it’s about evidence.
What to Do Now That Results Are Out:
• Buy companies where earnings growth, margins, and cash flows are improving and valuations are still reasonable
• Hold companies with stable fundamentals but limited short-term upside ⏳
• Reduce or exit positions where results clearly show weakening earnings, rising costs, or deteriorating balance sheets ⚠️
This is the season where discipline beats excitement. Let the numbers guide your actions, not market noise.
InvestingPort – 10 Stock Picks for February
(Based on released Q4 results | No particular order)
TIP
Cadbury
May & Baker
FCMB
✈️ NAHCO
CWG
️ VFD Group
ZICHIS
NPF Microfinance Bank
️ Julius Berger
These picks reflect companies that have shown earnings strength, resilience, or improving fundamentals from their latest results.
“In earnings season, conviction should come from clarity, not hype.”
Choose wisely. Manage risk. Let February be a month of intentional positioning, not emotional trading