When geopolitical tensions spike and trade policy uncertainty reshapes investment landscapes, finding quality shares to buy becomes more critical than ever. Early 2026 has proven particularly volatile—from military operations in Venezuela to escalating trade threats against European nations tied to unconventional political agendas. The proposed tariff schedule, starting at 10% in February and climbing to 25% by June, has left investors searching for genuine value rather than chasing momentum.
The Earnings Yield Advantage
Rather than relying solely on traditional P/E ratios, savvy investors are turning to earnings yield as their hidden weapon for uncovering undervalued opportunities. Earnings yield—calculated by dividing earnings per share by current stock price—flips the script on how we assess stock valuations. A stock yielding 10%+ in earnings suggests real profit generation power, while also serving as a compelling alternative to bond yields when comparing investment returns across asset classes.
The logic is straightforward: when a company’s earnings yield exceeds the 10-year Treasury return, equities start looking genuinely attractive. For investors juggling both stock and bond portfolios, this metric provides clarity on where capital should flow.
Four Worth-Watching Shares to Buy Right Now
Centerra Gold (CGAU) has positioned itself for impressive growth through strategic resource development and disciplined cost management. The company’s Mount Milligan project extends mine life to 2045 with expanded reserves, while Nevada’s Goldfield development demonstrates solid economic fundamentals. With consensus estimates pointing to 48% year-over-year earnings growth in 2026—and recent EPS estimates rising 17 cents in just seven days—this gold play merits attention. Centerra carries Zacks’ strongest #1 Rank with a solid B Value Score.
Plains GP Holdings (PAGP) is reshaping itself into a leaner, more growth-focused crude oil midstream player. The strategic exit from Canadian NGL operations streamlines the portfolio while enhancing financial flexibility. Built on a formidable Permian Basin foundation, the company expects 27% year-over-year earnings growth in 2026. Recent EPS estimate revisions of 30 cents upward over two months signal positive momentum. Plains GP maintains Zacks Rank #1 status paired with an A Value Score.
Angi (ANGI) operates at the intersection of gig economy and essential services, connecting homeowners with skilled professionals through a digital-first marketplace. The company’s pivot toward an AI-first platform—combined with accelerated software development initiatives—aims to unlock operating efficiency gains. Consensus 2026 earnings growth projections stand at 36%, with EPS estimates climbing 16 cents in recent days. Angi sports Zacks Rank #1 credentials alongside an A Value Score.
Skillsoft (SKIL) has embraced AI as the centerpiece of its corporate learning and talent development strategy. The Percipio platform, built with AI at its core, has already secured four marquee enterprise contracts, signaling meaningful market traction. Management’s strategic portfolio review could accelerate focus on core Talent Development Solutions while enabling deeper AI investment. Fiscal 2027 earnings growth consensus sits at 11%, with notable EPS estimate upgrades of 69 cents registered in recent months. Skillsoft carries Zacks Rank #1 and A Value Score.
Screening Criteria That Separate Winners from the Rest
These four shares to buy emerged from a rigorous selection process emphasizing earnings yield above 10%, forward EPS growth matching or exceeding S&P 500 benchmarks, daily trading volumes exceeding 100,000 shares, minimum $5 stock prices, and Zacks’ top-tier buy ratings (#1 or #2 Rank). This combination filters for genuine value without sacrificing liquidity or fundamental strength.
The Bottom Line on Value Hunting
When markets wrestle with geopolitical uncertainty and policy headwinds, value investing principles prove their worth. By hunting for shares to buy based on concrete earnings power rather than sentiment, investors can position portfolios for meaningful long-term gains once volatility subsides. The four stocks highlighted above represent the caliber of opportunity available to disciplined value hunters willing to look beyond short-term noise.
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4 Compelling Shares to Buy: Why These Stocks Stand Out in Today's Turbulent Market
When geopolitical tensions spike and trade policy uncertainty reshapes investment landscapes, finding quality shares to buy becomes more critical than ever. Early 2026 has proven particularly volatile—from military operations in Venezuela to escalating trade threats against European nations tied to unconventional political agendas. The proposed tariff schedule, starting at 10% in February and climbing to 25% by June, has left investors searching for genuine value rather than chasing momentum.
The Earnings Yield Advantage
Rather than relying solely on traditional P/E ratios, savvy investors are turning to earnings yield as their hidden weapon for uncovering undervalued opportunities. Earnings yield—calculated by dividing earnings per share by current stock price—flips the script on how we assess stock valuations. A stock yielding 10%+ in earnings suggests real profit generation power, while also serving as a compelling alternative to bond yields when comparing investment returns across asset classes.
The logic is straightforward: when a company’s earnings yield exceeds the 10-year Treasury return, equities start looking genuinely attractive. For investors juggling both stock and bond portfolios, this metric provides clarity on where capital should flow.
Four Worth-Watching Shares to Buy Right Now
Centerra Gold (CGAU) has positioned itself for impressive growth through strategic resource development and disciplined cost management. The company’s Mount Milligan project extends mine life to 2045 with expanded reserves, while Nevada’s Goldfield development demonstrates solid economic fundamentals. With consensus estimates pointing to 48% year-over-year earnings growth in 2026—and recent EPS estimates rising 17 cents in just seven days—this gold play merits attention. Centerra carries Zacks’ strongest #1 Rank with a solid B Value Score.
Plains GP Holdings (PAGP) is reshaping itself into a leaner, more growth-focused crude oil midstream player. The strategic exit from Canadian NGL operations streamlines the portfolio while enhancing financial flexibility. Built on a formidable Permian Basin foundation, the company expects 27% year-over-year earnings growth in 2026. Recent EPS estimate revisions of 30 cents upward over two months signal positive momentum. Plains GP maintains Zacks Rank #1 status paired with an A Value Score.
Angi (ANGI) operates at the intersection of gig economy and essential services, connecting homeowners with skilled professionals through a digital-first marketplace. The company’s pivot toward an AI-first platform—combined with accelerated software development initiatives—aims to unlock operating efficiency gains. Consensus 2026 earnings growth projections stand at 36%, with EPS estimates climbing 16 cents in recent days. Angi sports Zacks Rank #1 credentials alongside an A Value Score.
Skillsoft (SKIL) has embraced AI as the centerpiece of its corporate learning and talent development strategy. The Percipio platform, built with AI at its core, has already secured four marquee enterprise contracts, signaling meaningful market traction. Management’s strategic portfolio review could accelerate focus on core Talent Development Solutions while enabling deeper AI investment. Fiscal 2027 earnings growth consensus sits at 11%, with notable EPS estimate upgrades of 69 cents registered in recent months. Skillsoft carries Zacks Rank #1 and A Value Score.
Screening Criteria That Separate Winners from the Rest
These four shares to buy emerged from a rigorous selection process emphasizing earnings yield above 10%, forward EPS growth matching or exceeding S&P 500 benchmarks, daily trading volumes exceeding 100,000 shares, minimum $5 stock prices, and Zacks’ top-tier buy ratings (#1 or #2 Rank). This combination filters for genuine value without sacrificing liquidity or fundamental strength.
The Bottom Line on Value Hunting
When markets wrestle with geopolitical uncertainty and policy headwinds, value investing principles prove their worth. By hunting for shares to buy based on concrete earnings power rather than sentiment, investors can position portfolios for meaningful long-term gains once volatility subsides. The four stocks highlighted above represent the caliber of opportunity available to disciplined value hunters willing to look beyond short-term noise.