Daniel Pronk
Monthly Top 5 Picks (Rolling 30-Day Positive)
Latest Insights
The Best Dividend Growth Stock to Buy Now
Daniel Pronk
Daniel argues that Brookfield Asset Management is one of the premier dividend growth stocks due to its massive fundraising success and its critical role in building global AI and energy infrastructure. Daniel states that the company's recent partnership with Nvidia and its ownership of Westinghouse position it to benefit significantly from a projected $10 trillion AI investment cycle.
Mentioned Stocks
I Just Bought $17,000 More of This Stock
Daniel Pronk
Daniel argues that Construction Partners (ROAD) is a high-quality compounder that remains undervalued despite a recent 20% surge following a strong earnings report. Daniel states that the company's consistent organic growth, strategic acquisitions in the Sunbelt, and record backlog position it to potentially exceed its 2030 financial targets.
Mentioned Stocks
I just Bought $5,000 More of This Stock
Daniel Pronk
Daniel argues that Mercado Libre's recent stock sell-off following its earnings report is a significant buying opportunity, as Daniel believes the market is overreacting to short-term margin compression. Daniel states that the core business remains an absolute beast, with 50% revenue growth and a deepening competitive moat within its e-commerce and fintech ecosystem.
Mentioned Stocks
Why I'm Buying More Amazon - Full Earnings Analysis
Daniel Pronk
Daniel argues that Amazon's latest earnings report confirms its status as an undervalued growth powerhouse, driven by a massive reacceleration in AWS and advertising revenue. Daniel states that despite high capital expenditures, the company is generating exceptional returns on investment and maintains a strong long-term trajectory toward a $500 share price by 2028.
Mentioned Stocks
META Stock is Crashing After Earnings - Here's What You Need to Know
Daniel Pronk
Daniel argues that Meta's Q2 2026 earnings report, despite causing a short-term stock price decline, demonstrates robust underlying business growth and efficiency. Daniel states that the sell-off is an overreaction to one-time costs and that the current valuation provides an excellent entry point for long-term investors.
Mentioned Stocks
Guidelines For Defensive Investing - The Intelligent Investor Chapter 5 Summary
Daniel Pronk
Daniel argues that defensive investing requires a disciplined focus on valuation, diversification, and the psychological strength to ignore market recency bias. Daniel states that dollar-cost averaging remains the most reliable strategy for passive investors to achieve long-term success without the risks associated with market timing.
Mentioned Stocks
ServiceNow Stock Could Produce 200%+ Returns - Here's How
Daniel Pronk
Daniel argues that ServiceNow is currently undervalued after delivering a strong Q2 earnings report that beat high-end guidance for revenue and profitability. Daniel states that despite the stock's recent volatility, the underlying business is reaccelerating thanks to AI tailwinds and maintaining high retention rates.
Mentioned Stocks
Google Stock is Falling After Earnings - Here's What You Need to Know
Daniel Pronk
Daniel states that Google's Q2 earnings showed impressive growth in Google Cloud and Search, but the stock faced pressure due to the company's first quarter of negative free cash flow and rising capital expenditures. Daniel argues that Google is currently fairly valued, but Daniel prefers Meta and Amazon as Daniel believes those stocks offer better potential returns and a higher margin of safety.
Mentioned Stocks
Which Stocks Are Cheap Before Earnings Tomorrow?
Daniel Pronk
Daniel argues that investors must distinguish between companies with solid fundamentals and those driven by speculative hype ahead of their earnings reports. Daniel states that while some software stocks like ServiceNow offer attractive valuations, others like Tesla carry extreme risk due to a disconnect between their market price and actual earnings.
Mentioned Stocks
Blackrock CEO Explains Why He's Still Bullish on the Market
Daniel Pronk
Daniel argues that the recent sell-off in AI stocks is unjustified because demand for compute continues to exceed supply, and long-term productivity gains will drive significant margin expansion. Daniel states that the primary bottleneck for AI growth is energy infrastructure rather than a lack of demand, making every market dip a potential buying opportunity.
Mentioned Stocks
Netflix Stock is Crashing - What You Need to Know
Daniel Pronk
Daniel argues that while Netflix's Q2 financial results were mostly in line with expectations, the company's decelerating growth and weak Q3 guidance are major concerns for investors. Daniel states that Netflix is maturing into a slower-growth entity, making its current valuation less compelling compared to other high-quality tech stocks like Meta and Microsoft.
Mentioned Stocks
I Just Bought $50,000 of this NEW Stock
Daniel Pronk
Daniel argues that Construction Partners (ROAD) is a high-quality, undervalued infrastructure company that has recently entered a 30% correction. Daniel states that the business model is highly repeatable through both organic growth and its strategy as a serial acquirer in a fragmented market.
Mentioned Stocks
The Most Obvious Buy in the Market Right Now
Daniel Pronk
Daniel argues that Amazon is one of the best long-term stock opportunities currently available, projecting 20% annual returns with low risk. Daniel notes that the stock is undervalued due to market focus shifting away from hyperscalers and refutes common bear arguments by highlighting Amazon's accelerating growth across high-margin businesses like AWS, advertising, its internal chips division, and the upcoming LEO service. Daniel has actively bought Amazon, making it his second-largest portfolio position.
Mentioned Stocks
7 Deep Value Stocks Burry is Buying Now
Daniel Pronk
Daniel states that while he understands why Michael Burry is attracted to the low valuations of Adobe and Fiserv, he remains hesitant due to long-term concerns regarding artificial intelligence disruption and slowing organic growth. He analyzes these deep-value picks by highlighting both their strong cash flow profiles and the operational risks currently facing the businesses.
Mentioned Stocks
I Made My Own Index! Questrade Custom Indexing Tutorial
Daniel Pronk
Daniel argues that traditional ETFs are often too concentrated and include undesirable companies, advocating instead for the use of 'custom indexing' to build a personalized, high-quality portfolio. He introduces his own 'Fortress Index' as a template for investors to customize their own long-term holdings.
Mentioned Stocks
When to Buy MSFT Stock?
Daniel Pronk
Daniel argues that Microsoft's recent stock price decline has created a significant buying opportunity, as the company's valuation metrics are at decade lows while business fundamentals remain strong. He states that market concerns regarding AI disruption and high capital expenditure are overblown given Microsoft's massive distribution and accelerating cloud revenue.
Mentioned Stocks
Netflix Stock is Crashing - Is It A Buy Now?
Daniel Pronk
Daniel argues that Netflix is transitioning into a mature, slower-growth company that is currently trading at fair value rather than a significant discount. He states that while the business remains healthy and doesn't strictly need acquisitions to survive, its decelerating growth and intense competition from platforms like YouTube make other tech stocks more appealing.
Mentioned Stocks
5 Undervalued Stocks to Buy Now
Daniel Pronk
Daniel argues that the market is currently offering attractive entry points for several high-quality companies despite short-term headwinds. He states that stocks like Amazon, Meta, and Mercado Libre are significantly undervalued relative to their fundamental growth and long-term potential in AI and digital services.
Mentioned Stocks
My Warning to SPCX Investors - Here's What You Need to Know
Daniel Pronk
Daniel argues that SpaceX's IPO valuation is extremely speculative and driven by hype, not fundamentals, making it a very risky stock. He highlights a bifurcated market where highly valued, momentum-driven stocks like SpaceX exist alongside fundamentally sound businesses trading at attractive multiples. Daniel chooses to avoid speculative investments in favor of high-quality companies.
Mentioned Stocks
Revealing My New Largest Stock Position
Daniel Pronk
Daniel states that Tasmea (TA.AX), his new largest portfolio position, remains undervalued despite a significant price increase. He justifies this view by highlighting the company's robust organic growth, strategic acquisitions in high-growth sectors like data centers and electrification, and strong insider alignment.
Mentioned Stocks
3 Undervalued Stocks Bill Ackman Is Buying Now
Daniel Pronk
Daniel argues that investors are repeating 2000's mistakes by neglecting high-quality, undervalued businesses in favor of trending, "shiny" AI stocks. He highlights Meta, Amazon, and Microsoft as compelling examples currently trading at historically low valuations, while also discussing Google's recent equity raise and MercadoLibre's substantial growth potential.
Mentioned Stocks
5 Stocks I'm Buying In June 2026
Daniel Pronk
Daniel argues that despite the market trading near all-time highs, several high-quality companies are currently available at compelling prices. He presents five stocks for June 2026, including ones he is actively buying, that he believes represent undervalued opportunities in various sectors.
Mentioned Stocks
I Just Bought $10,000 More of This Stock - Huge New Updates
Daniel Pronk
Daniel argues that the semiconductor market is currently in an unsustainable 'hyperscaler stimulus' cycle, leading him to avoid stocks like Micron and Nvidia in favor of companies with more durable cash flows. Daniel states that Meta is a top pick due to its new subscription revenue streams and high ROI on internal AI spending, while suggesting that the software sector's sentiment is shifting positively despite high valuations in names like Snowflake.
Mentioned Stocks
How I'm Investing With The Market at All Time Highs
Daniel Pronk
Daniel argues that the current stock market is exhibiting signs of extreme euphoria similar to the speculative bubble of 2020 and 2021. He states that investors should prioritize underlying business fundamentals and reasonable valuations instead of chasing high-momentum stocks in the AI and semiconductor sectors.
Mentioned Stocks
5 Undervalued Stocks to Buy Now
Daniel Pronk
Daniel argues that several high-growth international and infrastructure stocks are currently undervalued due to market corrections and misguided fears regarding AI disruption. Daniel states that these businesses, ranging from Latin American fintech to specialized software acquirers, are exhibiting strong fundamentals despite their recent share price volatility.
Mentioned Stocks
I Just Trimmed More BN For More BAM - Here's Why
Daniel Pronk
Daniel argues that rotating capital from Brookfield Corporation to Brookfield Asset Management is necessary due to lagging execution and missed targets in the former's insurance segment. Daniel states that while he remains invested in the overall ecosystem, he has reduced his total exposure from 20% to 11% to account for a lower future return outlook.
Mentioned Stocks
5 Undervalued Stocks to Buy After Earnings
Daniel Pronk
Daniel argues that while the S&P 500 reaches new highs, market gains are concentrated in a narrow group of stocks, leaving several high-quality companies undervalued. He presents four specific stocks that exhibit strong fundamentals and growth potential but are currently trading at attractive discounts relative to their historical earnings.
Mentioned Stocks
MELI Stock is Crashing - Here's Everything You Need to Know
Daniel Pronk
Daniel argues that Mercado Libre's 13% stock decline following its Q1 earnings is an overreaction by short-term investors to intentionally compressed margins. He states that the company's 49% revenue acceleration and strategic investments in logistics and fintech position it for massive long-term cash flow generation.
Mentioned Stocks
Buy Amazon Stock at All Time Highs? - What You Need to Know
Daniel Pronk
Daniel argues that Amazon's recent Q1 earnings report was fantastic, showcasing strong growth across multiple segments, especially in AWS and its hidden chips business. Despite the stock being near all-time highs, Daniel believes it still offers significant value and personally increased his position, viewing it as a surprisingly undervalued play on the booming AI and chip industries.
Mentioned Stocks
META Stock is Crashing - Here's Why I'm Buying More
Daniel Pronk
Daniel argues that despite Meta's Q1 2026 earnings causing a stock drop due to CapEx concerns, the underlying advertising business is robust and accelerating. He views the stock as undervalued based on its strong cash flow growth and market share gains, leading him to increase his personal position.
Mentioned Stocks
I'm Buying These 2 Stocks Before Earnings - Here's Why
Daniel Pronk
Daniel argues that he has trimmed his position in Brookfield Corporation (BN) to reallocate capital into Brookfield Asset Management (BAM), believing BAM now offers superior value and growth prospects. He also states that he is actively buying Amazon (AMZN), considering it undervalued despite trading near all-time highs, particularly due to its strong position in the AI boom.
Mentioned Stocks
ServiceNow Stock is Crashing - What You Need to Know
Daniel Pronk
Daniel argues that the market's severe reaction to ServiceNow's recent earnings report, which caused an 18% stock drop, is a massive overreaction and completely unjustified. He contends that while gross margins are declining due to factors like AI costs and acquisitions, the company's free cash flow remains protected, making its current valuation attractive for a business still growing revenue by 20%.
Mentioned Stocks
This Stock Has 40X and is Just Getting Started - What You Need to Know
Daniel Pronk
Daniel states that Main Street Equity represents a unique investment opportunity due to its non-dilutive growth model and its dominance in the Western Canadian mid-market apartment sector. He argues that the company’s strategy of acquiring distressed assets and renovating them provides a clear path to compounding shareholder value without the equity dilution typical of REITs.
Mentioned Stocks
Netflix Stock is Crashing - What You Need to Know
Daniel Pronk
Daniel argues that while Netflix's Q1 2026 earnings were strong, the stock's after-hours drop is due to a weaker Q2 forecast and decelerating international revenue growth. He finds the current valuation, even at fair value, unattractive for stellar long-term returns, as he believed it was more undervalued around $77 per share.
Mentioned Stocks
AMZN Projects Huge New Revenue Stream & Why I Think The Stock is Still Cheap
Daniel Pronk
Daniel argues that while the market shows signs of euphoria with companies like Bird pivoting to AI and seeing massive stock surges, he remains bullish on established tech giants Amazon and Meta. He highlights Amazon's new satellite network and Meta's AI-driven advertising and WhatsApp monetization strategies as strong growth drivers, believing both stocks are still undervalued despite recent rallies.
Mentioned Stocks
Why I'm Buying AMZN & META in 2026
Daniel Pronk
Daniel argues that Amazon and Meta remain highly attractive investments due to their AI-driven growth and hardware innovation. Daniel states that while big tech thrives, the broader SaaS sector faces a 'digital nuke' threat from advanced AI models like Anthropic's Mythos.
Mentioned Stocks
I Just Bought $7,000 of This New Stock - What I'm Buying Now
Daniel Pronk
Daniel argues that despite recent market volatility, several high-quality stocks are currently undervalued. He recently added Mastercard to his portfolio, citing its strong underlying growth and attractive valuation. He also identifies Microsoft, Brookfield Asset Management, and Mercado Libre as offering compelling long-term potential.
Mentioned Stocks
Meta Stock is Crashing - Here's What You Need to Know
Daniel Pronk
Daniel argues that Meta (META) presents one of the clearest investment setups in the market, despite recent lawsuits alleging its products are addictive. He dismisses comparisons to tobacco settlements, citing Meta's strong financials, robust advertising growth, and undervalued stock price, projecting significant long-term upside.
Mentioned Stocks
4 Stocks I'm Buying As The Market Crashes
Daniel Pronk
Daniel argues that recent geopolitical volatility and inflation fears provide a long-term opportunity to acquire high-quality businesses at discounted prices. He states that short-term market pressure does not change the fundamental growth trajectories of leading technology and infrastructure companies.
Mentioned Stocks
Financial Stocks Are Crashing - What You Need to Know
Daniel Pronk
Daniel argues that the recent sell-off in the private equity and financial sectors is a result of narrative-driven fear rather than systemic failure. He states that while specific firms like Blue Owl, Apollo, and KKR are facing internal challenges or asset markdowns, high-quality companies like Brookfield are being unfairly punished, creating a significant buying opportunity.
Mentioned Stocks
MELI Stock is Crashing - Here's Everything You Need to Know
Daniel Pronk
Daniel argues that Mercado Libre's recent stock sell-off represents a significant disconnect between its robust fundamental growth and its current market valuation. Daniel states that management's decision to sacrifice short-term margins for long-term ecosystem expansion is the correct strategy, making the current price correction a major buying opportunity.
Mentioned Stocks
Stocks Are Crashing - Here's What You Need to Know
Daniel Pronk
Daniel argues that the recent market-wide sell-off, triggered by a bearish Citron Research report, is fundamentally disconnected from the actual performance of the targeted companies. He states that the fears regarding artificial intelligence disrupting every industry read more like science fiction than reality, as most of these businesses are currently reporting record-breaking financial results.
Mentioned Stocks
I Just Bought $5,000 Worth of This Stock - Why I Think It Will Outperform
Daniel Pronk
Daniel argues that Amazon is significantly undervalued despite market concerns regarding massive capital expenditures and the rise of agentic AI. He states that the planned $200 billion capex is a strategic long-term investment required to meet overwhelming cloud demand and that Amazon's proprietary data provides a unique competitive advantage in the AI era.
Mentioned Stocks
MSFT is Crashing - Here's Everything You Need to Know
Daniel Pronk
Daniel argues that Microsoft is currently undervalued following a 25% stock price correction, despite strong underlying fundamentals and high demand for its cloud services. He states that the recent deceleration in Azure's growth is a result of infrastructure constraints rather than a lack of demand, which the company is now addressing through increased capital expenditure.
Mentioned Stocks
Growth Stocks Are Getting Crushed - Here's What You Need to Know
Daniel Pronk
Daniel argues that the S&P 500 is experiencing a massive, emotion-driven rotation where investors are fleeing growth and software stocks due to AI fears and overpaying for defensive value stocks. Daniel states that this indiscriminate selling is creating significant opportunities in high-quality companies with proprietary data moats that the market is currently overlooking.
Mentioned Stocks
My Largest Position Reported Earnings - Here's What I'm Doing Now
Daniel Pronk
Daniel argues that Brookfield Corporation remains a high-conviction long-term investment despite flat year-over-year quarterly results, primarily due to its essential role in AI power infrastructure. He states that the company is poised for significant earnings acceleration starting in late 2026, driven by its asset management and insurance segments.
Mentioned Stocks
Tech Stocks Are Crashing - These Are The Stocks I'm Buying
Daniel Pronk
Daniel argues that while the S&P 500 is trading near all-time highs, specific sectors like software and certain big-tech firms are experiencing significant, unjustified corrections. Daniel states that this 'indiscriminate selling' has created a massive opportunity to buy high-quality companies like Meta, Mercado Libre, and Constellation Software at undervalued prices.