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Epicenter – Stocks with Uncommon Value During Uncommon Times

This list was published in the Daily BLAST dated December 11, 2020. We’ve republished it here in order highlight it for our valued subscribers.

Updated Epicenter Trifecta list — adding 19 stocks and deleting 1 stock
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).  

– The total Epicenter list is growing, now >100, but adding cyclicals make sense
– FYI, this is culled from the Russell 1000
– We also added a new field ‘% of Buy ratings’ on the stock
– the fewer the % of Buys, in our view, the more contrarian the idea
– There are many stocks with <20% of ratings that are ‘Buy”-rated

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