February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.

________________________________________________

  • Re-introducing our list of 5 Super and 5 Sleeper Grannies
  • SMID Grannies November Quarterly rebalance today
  • Updating 5 Super and 5 Sleeper SMID Grannies
  • Chartbook linked below
  • See below for SMID Grannies adds and deletes

To download the slide deck for our Market Update Webinar, please click HERE.

VIDEO: We discuss our macro views 6 weeks into 2025 including the case for financials and small-caps as well as the broadening trade for AI stocks

Please click below to view our Macro Minute (duration: 9:23).

February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.


SUPER GRANNIES: 5 Super and 5 Sleeper

Back by popular demand, we are re-introducing our “Super Grannies” (most timely) and “Sleeper Grannies” large-cap stock ideas.

  • The rationale is many clients ask us to narrow our recommendations down to a list of “fresh money” ideas.
  • We established a criteria of 4 factors to narrow the list to tactical buys:
    – fundamentals using DQM model managed by “tireless Ken”
    – IBD momentum rating
    – technical strength measured by Price >20 DMA, 20 DMA vs 200 DMA and combos
    – Mark Newton’s judgement on technical outlook

REBALANCE SMID GRANNIES: +25 adds, (-24 deletes). YTD outperformance +582 bps

Last December, we maintained Small-caps as one of our #1 recommendations in our 2025 year-ahead outlook. We also created the SMID Granny portfolio strategy last year as many of our clients asked us for our Top SMID stock picks.

  • We believe the SMID Grannies could benefit from the multiple themes and secular tailwinds
  • SMID Grannies were selected from a universe consisting of 2,293 small and mid-cap stocks.
  • From the SMID Granny portfolio, we employed the same framework mentioned above to identify the 5 most timely ideas and 5 least timely ideas within the SMID Granny portfolio.

25 rebalance additions are:

24 rebalance deletions are:

February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.


SUPER SMID GRANNIES: 5 Super and 5 Sleeper

“Super SMID Grannies” (long) and “Sleeper SMID Grannies” are derived from our SMID stock list of 45 ideas called “SMID Granny Shots”

Please see Mark’s technical note tonight for commentary on the 5 Super Grannies and 5 Super SMID Grannies.

February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
Source: Fundstrat
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.

Key incoming data February:

  • 2/3 9:45 AM ET: Jan F S&P Global Manufacturing PMI Tame
  • 2/3 10:00 AM ET: Jan ISM Manufacturing PMI Tame
  • 2/4 10:00 AM ET: Dec JOLTS Job Openings Tame
  • 2/4 10:00 AM ET: Dec F Durable Goods Orders Tame
  • 2/5 8:30 AM ET: Dec Trade Balance Tame
  • 2/5 9:45 AM ET: Jan F S&P Global Services PMI Tame
  • 2/5 10:00 AM ET: Jan ISM Services PMI Tame
  • 2/6 8:30 AM ET: 4Q P Non-Farm Productivity Tame
  • 2/6 8:30 AM ET: 4Q P Unit Labor Costs Tame
  • 2/7 8:30 AM ET: Jan Non-Farm Payrolls Tame
  • 2/7 9:00 AM ET: Dec F Manheim Used Vehicle index Tame
  • 2/7 10:00 AM ET: Feb P U. Mich. Sentiment and Inflation Expectation Hot
  • 2/10 11:00 AM ET: Jan NY Fed 1yr Inf Exp Tame
  • 2/11 6:00 AM ET: Jan Small Business Optimism Survey Tame
  • 2/12 8:30 AM ET: Jan CPI Hot
  • 2/13 8:30 AM ET: Jan PPI Hot
  • 2/14 8:30 AM ET: Jan Retail Sales Data Tame
  • 2/18 8:30 AM ET: Feb Empire Manufacturing Survey Tame
  • 2/18 10:00 AM ET: Feb NAHB Housing Market Index Tame
  • 2/18 4:00 PM ET: Dec Net TIC Flows Tame
  • 2/19 9:00 AM ET: Jan M Manheim Used Vehicle index
  • 2/19 2:00 PM ET: Jan FOMC Meeting Minutes
  • 2/20 8:30 AM ET: Feb Philly Fed Business Outlook
  • 2/21 9:45 AM ET: Feb P S&P Global Manufacturing PMI
  • 2/21 9:45 AM ET: Feb P S&P Global Services PMI
  • 2/21 10:00 AM ET: Feb F U. Mich. Sentiment and Inflation Expectation
  • 2/21 10:00 AM ET: Jan Existing Home Sales
  • 2/24 8:30 AM ET: Jan Chicago Fed Nat Activity Index
  • 2/24 10:30 AM ET: Feb Dallas Fed Manuf. Activity Survey
  • 2/25 9:00 AM ET: Dec S&P CoreLogic CS home price
  • 2/25 10:00 AM ET: Feb Conference Board Consumer Confidence
  • 2/26 10:00 AM ET: Jan New Home Sales
  • 2/27 8:30 AM ET: 4Q S GDP
  • 2/27 10:00 AM ET: Jan P Durable Goods Orders
  • 2/28 8:30 AM ET: Jan PCE Deflator

Economic Data Performance Tracker 2025:

February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
Source: Fundstrat, Bloomberg

Economic Data Performance Tracker 2024:

February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
Source: Fundstrat, Bloomberg

Economic Data Performance Tracker 2023:

February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
Source: Fundstrat, Bloomberg

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