The week ending June 27, 2026 had a tug-of-war between momentum stocks and value stocks. Brian thinks this is a topping process and the market is searching for new leaders. This leadership could come from value.

What worked: Consumer Staples like Hershey (HSY), JM Smucker (SJM), and Edgewell Personal Care (EPC).

What didn't work: Celsius Holdings (CELH).

On the Hunting Trail: Alcohol companies are looking interesting, but investors should beware of using valuation metrics on businesses under pressure.

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This week Brian discusses the positive reversal in Vistra Corp (NYSE: VST) and the case for Independent Power Producers. Next, although Consumer Staples like Hershey's (NYSE: HSY) have stock price weakness, the fundamentals are still strong. Finally, why investors should consider Consumer Staples as an offset to AI Infrastructure and Index positions.

This week we discuss the fundamental value in JM Smucker, NRG Energy, and Science Applications International. Brian walks through the case for value today in JM Smucker rather than value in the far future. NRG Energy has a rough ride as part of the AI Factor trade, even while analyst estimates are increasing. Finally, the investment case for defense contractors like SAIC.