March Super Granny and Super SMID Granny Market Update

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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).

March Super Granny and Super SMID Granny Market Update


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


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.

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

March Super Granny and Super SMID Granny Market Update
Source: Fundstrat
March Super Granny and Super SMID Granny Market Update
March Super Granny and Super SMID Granny Market Update
March Super Granny and Super SMID Granny Market Update
March Super Granny and Super SMID Granny Market Update
March Super Granny and Super SMID Granny Market Update
March Super Granny and Super SMID Granny Market Update

Key incoming data March:

  • 3/3 9:45 AM ET: Feb F S&P Global Manufacturing PMI Tame
  • 3/3 10:00 AM ET: Feb ISM Manufacturing PMI Tame
  • 3/5 9:45 AM ET: Feb F S&P Global Services PMI Tame
  • 3/5 10:00 AM ET: Feb ISM Services PMI Tame
  • 3/5 10:00 AM ET: Jan F Durable Goods Orders Tame
  • 3/5 2:00 PM ET: Mar Fed Releases Beige Book Tame
  • 3/6 8:30 AM ET: 4Q F Non-Farm Productivity Tame
  • 3/6 8:30 AM ET: Jan Trade Balance Tame
  • 3/6 8:30 AM ET: 4Q F Unit Labor Costs Tame
  • 3/7 8:30 AM ET: Feb Non-Farm Payrolls Tame
  • 3/7 9:00 AM ET: Feb F Manheim Used Vehicle index Tame
  • 3/10 11:00 AM ET: Feb NY Fed 1yr Inf Exp Tame
  • 3/11 6:00 AM ET: Feb Small Business Optimism Survey Tame
  • 3/11 10:00 AM ET: Jan JOLTS Job Openings Tame
  • 3/12 8:30 AM ET: Feb CPI Tame
  • 3/13 8:30 AM ET: Feb PPI Tame
  • 3/14 10:00 AM ET: Mar P U. Mich. Sentiment and Inflation Expectation Hot
  • 3/17 8:30 AM ET: Feb Retail Sales Data Tame
  • 3/17 8:30 AM ET: Mar Empire Manufacturing Survey Tame
  • 3/17 10:00 AM ET: Mar NAHB Housing Market Index Tame
  • 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:

March Super Granny and Super SMID Granny Market Update

Economic Data Performance Tracker 2024:

March Super Granny and Super SMID Granny Market Update

Economic Data Performance Tracker 2023:

March Super Granny and Super SMID Granny Market Update

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