Epicenter

Covid must hurt stocks

Epicenter – Stocks with Uncommon Value During Uncommon Times

This list was published in the Daily BLAST dated November 25, 2020. We’ve republished it here in order highlight it for our valued subscribers.

Updated Epicenter Trifecta list — adding 14 stocks.  +8 Energy stocks
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).  


14 Additions to the Epicenter Trifecta Stock List:
– Consumer Discretionary: HAS, PII
– Financials: MTG
– Industrials: JBHT
– Energy: HP, NOV, SLB, EOG, PXD, HFC, MPC, PSX
– Basic Materials: SON
– Real Estate: VNO


Source: Fundstrat

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