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Epicenter – Stocks with Uncommon Value During Uncommon Times

This list was published in the Daily BLAST dated November 13, 2020. We’ve republished it here in order highlight it for our valued subscribers.

Updated Trifecta Epicenter stock list (*) — 18 additions, now 78 stocks in total…
We have updated our Trifecta Epicenter stock list.  These are the stocks which were hit the hardest by the pandemic and have the greatest operating leverage to a re-opening.  And we like the earnings upside in these stocks, because of the massive cost reset.  The stocks are based on positive views coming from the trifecta of: (i) Quant (tireless Ken), (ii) Global Portfolio Strategy (Brian Rauscher, aka Rocky) and (iii) Technicals (Rob Sluymer).  

This updated list has 18 new stocks and ZERO deletions.  Thus, it is now comprised of 78 stocks.  The additions are:

Consumer Discretionary: AN, GRMN, LB, CRI, BBY

Financials: PNFP, SBNY, NYCB, IBKR

Industrials: AGCO, IEX, PNR, UNP

Basic Materials: NEU

Real Estate: HIW, CPT, KIM, NNN


Below is the latest list.  Have a great weekend.  Get as much sun as possible.  And get some vitamin D!!!

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