In this episode of The Sunday Roast, Phil Carroll, Kevin Hornsby and Charles Archer deliver their April 2026 quarterly portfolio review, breaking down key stocks across the watchlist including #DELTA, #GMET, #AMRQ, #BZT, #EPP, #SVML, #XTR, #SVNS, #JLP, #ARS, #AJAX and more. The discussion covers major movers, market trends, and high-conviction “moonshot” plays, with insights into commodities, energy, AI, and the global macro backdrop shaping investor sentiment. 00:00 - 00:02:08 Intro00:02:08 #DELTA 00:03:16 #GMET 00:04:30 #AMRQ 00:05:36 #BZT 00:06:46 #EPP 00:07:39 #SVML 00:09:54 #XTR 00:11:59 #SVNS 00:14:04 #JLP 00:17:42 #ARS 00:18:16 #AJAX 00:24:24 #GWMO 00:27:42 #ATN 00:32:54 #EGT 00:39:05 #ZEN 00:41:19 #IMM 00:44:58 #ALRT 00:45:51 #AFC 00:47:32 #AFP 00:48:12 #AEG 00:49:52 #UPL 00:50:01 #WCAP 00:50:13 #HAMA Disclaimer & Declaration of InterestThis podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast.
