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A new month, a new Best Buys List.
Each month, I’ll give an overview of my favorite stocks of the month.
Let’s dive into this update and show you some of my favorite stocks.
April 2026
The S&P 500 increased by 9.7% in April.
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Investors are in Greed today according to the Fear & Greed Index:
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Best & Worst Performers
This overview shows you the best and worst performers in our investable universe.
Worst performers
The cheaper we can buy great companies, the better.
The biggest decliner this month? Charter Communications, losing 27%.
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Charter Communications is a broadband and cable operator that provides internet, TV, and mobile services to over 30 million customers under the Spectrum brand.
Charter fell this month due to shrinking subscriber numbers and high infrastructure costs:
Broadband Losses: The company reported a loss of 120,000 internet subscribers in the first quarter
Earnings Miss: They earned $9.17 per share, missing the $10.08 analysts expected, as revenue from traditional cable TV packages continued to slide.
Spending: Management is spending billions ($2.9 billion this quarter alone) on network evolution and rural expansion, which is eating into cash flow at a time when competition is very high
Best Performers
Centen Corporation was this month’s best performer, rising 68%!
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Centene Corporation acts as a middleman for Medicaid, Medicare, and the Health Insurance Marketplace.
Centene gained this month because of a massive earnings beat and raising its future outlook:
Earnings Beat: They reported adjusted earnings of $3.37 per share, well above the $2.13 Wall Street predicted due to cost management and lower-than-expected medical claims.
Raised Guidance: Centene raised its profit and revenue forecasts for the entire year, signaling that its margin recovery plan is working ahead of schedule.
Medicare: Other insurers have struggled with rising costs in Medicare Advantage, Centene’s had improved profitability
You’ll notice that Humana and UnitedHealth Group are in our Best Performers list this month as well, showing that the whole health insurance segment did well.