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- Updating 5 Super and 5 Sleeper Grannies
- Updating 5 Super and 5 Sleeper SMID Grannies
- Chartbook linked below
To download the slide deck for our Market Update Webinar, please click HERE.
Please click below to view our Macro Minute video (duration: 4:12).
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
- We have 5 tactical buys aka “Super Grannies”
– Progressive Corp (PGR -2.73% )
– NVIDIA Corp (NVDA -3.73% ) <– carry over
– Netflix Inc (NFLX -2.11% )
– Meta Platforms Inc (META -3.69% ) <– carry over
– JPMorgan Chase & Co (JPM 0.46% ) <– carry over - The bottom 5 “Sleeper Grannies” are:
– Microsoft Corp (MSFT -1.29% ) <– carry over
– Intuitive Surgical, Inc (ISRG -0.99% )
– Tesla Inc (TSLA -4.42% )
– MicroStrategy Inc (MSTR -3.94% ) <– carry over
– PayPal Holdings Inc (PYPL -0.95% ) <– carry over
SUPER SMID GRANNIES: 5 Super and 5 Sleeper
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.
- We have 5 tactical buys aka “Super SMID Grannies”
– Stride Inc (LRN -1.43% )
– Spotify Technology (SPOT -4.60% ) <– carry over
– StoneX Group Inc (SNEX 0.18% )
– ESCO Technologies Inc (ESE -2.40% )
– Bancorp Inc (TBBK -0.25% ) - The bottom 5 “Sleeper SMID Grannies” are:
– Teladoc Health Inc (TDOC -5.52% )
– Frontdoor Inc (FTDR -2.11% )
– EnerSys (ENS 0.61% ) <– carry over
– Zscaler Inc (ZS -0.52% ) <– carry over
– Zeta Global Holdings Corp (ZETA -3.18% )
Please see Mark’s technical note tonight for commentary on the 5 Super Grannies and 5 Super SMID Grannies.







Key incoming data March:
3/3 9:45 AM ET: Feb F S&P Global Manufacturing PMITame3/3 10:00 AM ET: Feb ISM Manufacturing PMITame3/5 9:45 AM ET: Feb F S&P Global Services PMITame3/5 10:00 AM ET: Feb ISM Services PMITame3/5 10:00 AM ET: Jan F Durable Goods OrdersTame3/5 2:00 PM ET: Mar Fed Releases Beige BookTame3/6 8:30 AM ET: 4Q F Non-Farm ProductivityTame3/6 8:30 AM ET: Jan Trade BalanceTame3/6 8:30 AM ET: 4Q F Unit Labor CostsTame3/7 8:30 AM ET: Feb Non-Farm PayrollsTame3/7 9:00 AM ET: Feb F Manheim Used Vehicle indexTame3/10 11:00 AM ET: Feb NY Fed 1yr Inf ExpTame3/11 6:00 AM ET: Feb Small Business Optimism SurveyTame3/11 10:00 AM ET: Jan JOLTS Job OpeningsTame3/12 8:30 AM ET: Feb CPITame3/13 8:30 AM ET: Feb PPITame3/14 10:00 AM ET: Mar P U. Mich. Sentiment and Inflation ExpectationHot3/17 8:30 AM ET: Feb Retail Sales DataTame3/17 8:30 AM ET: Mar Empire Manufacturing SurveyTame3/17 10:00 AM ET: Mar NAHB Housing Market IndexTame- 3/19 9:00 AM ET: Mar M Manheim Used Vehicle index
- 3/19 2:00 PM ET: Mar FOMC Decision
- 3/19 4:00 PM ET: Jan Net TIC Flows
- 3/20 8:30 AM ET: Mar Philly Fed Business Outlook
- 3/20 10:00 AM ET: Feb Existing Home Sales
- 3/24 8:30 AM ET: Feb Chicago Fed Nat Activity Index
- 3/24 9:45 AM ET: Mar P S&P Global Manufacturing PMI
- 3/24 9:45 AM ET: Mar P S&P Global Services PMI
- 3/25 9:00 AM ET: Jan S&P CoreLogic CS home price
- 3/25 10:00 AM ET: Mar Conference Board Consumer Confidence
- 3/25 10:00 AM ET: Feb New Home Sales
- 3/26 10:00 AM ET: Feb p Durable Goods Orders
- 3/27 8:30 AM ET: 4Q T GDP
- 3/28 8:30 AM ET: Feb PCE Deflator
- 3/28 10:00 AM ET: Mar F U. Mich. Sentiment and Inflation Expectation
- 3/31 10:30 AM ET: Mar Dallas Fed Manuf. Activity Survey
Economic Data Performance Tracker 2025:

Economic Data Performance Tracker 2024:

Economic Data Performance Tracker 2023:
