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Recommended Stock Ideas

Recommended Stock Ideas

This list was published in the FIRST WORD dated April 9, 2020. We’ve republished it here in order to highlight it for our valued subscribers. STRATEGY: Updating Epicenter Trifecta List  – 24 stock ideas are removed, and 11 stock ideas are added to the list… Now 108 stocks in the Trifecta list… We are re-balancing 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.   11 Additions:Consumer Discretionary:$AAP, $AZO, $BBY, $GPC, $HOG, $PHMIndustrials:$GGGReal Estate:$ARE, $ESS, $O, $PSA 24 Deletions:Consumer Discretionary:$DRI, $SBUX, $TOLFinancials:$BOH, $FHN, $FITB, $GS, $PBCT, $PNFP, $RF, $SBNY, $STL, $SYFIndustrials:$EMR, $LSTR, $NVT, $TTC, $UNPMaterials$ESI, $LYB, $MLM, $MOSReal Estate:$RYN, $VNO Below is the complete list of 108 Epicenter Trifecta list (*)… CLICK HERE for a full copy in PDF format Consumer Discretionary:$AAP, $AN, $AZO, $F, $GM, $HOG, $BBY, $GRMN, $GPC, $LEG, $TPX, $PHM, $NWL, $MAT, $PII, $RL, $MGM, $HLT, $MAR, $NCLH, $RCL, $WH, $TNL, $SIX, $FL, $GPS, $KSS, $LB, $VFCFinancials:$WTFC, $ASB, $FNB, $PB, $TFC, $WBS, $PACW, $NYCB, $MTG, $EVR, $IBKR, $VIRT, $BK, $STT, $BHFIndustrials:$AGCO, $OC, $ACM, $WAB, $GNRC, $CSL, $GE, $GGG, $IEX, $PNR, $CFX, $DOV, $MIDD, $SNA, $XYL, $FLS, $EAF, $ITT, $ALK, $DAL, $JBLU, $LUV, $MIC, $KEX, $JBHT, $R, $UBER, $UHAL, $MANEnergy:$XOM, $HP, $BKR, $HAL, $NOV, $SLB, $COP, $EOG, $FANG, $HES, $MRO, $MUR, $PXD, $XEC, $HFC, $MPC, $PSXMaterials:$EXP, $CF, $NEU, $NUE, $RS, $SON, $IPReal Estate:$ARE, $BXP, $HIW, $JBGS, $ESS, $UDR, $KIM, $NNN, $O, $WRI, $PSA Source: FSInsight, Bloomberg (*) Please note that the stocks rated OW on this list meet the requirements of our investment theme as of the publication date. We do not monitor this list day by day. A stock taken off this list means it no longer meets our investment criteria, but not necessarily that it is neutral rated or should be sold. Please consult your financial advisor to discuss your risk tolerance and other factors that characterize your unique investment profile.

Epicenter – Stocks with Uncommon Value During Uncommon Times
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Focus Insight Stock List - Week 31

Below we’ve highlighted the FocuS stocks that we recommend across at least two of our investment strategies for 2019. Figure: Focus Insight Stock ListAs of 08/01/19, source: FS Insight, Factset The Focus Portfolio underperformed the S&P 500 by 710 bps since its inception.

Top 35 “Power Epicenter Trifecta” Stock Ideas

This list was published in the FIRST WORD dated April 9, 2020. We’ve republished it here in order highlight it for our valued subscribers. STRATEGY: Updating our Power Trifecta, adding net 10 stocks, now Power Trifecta 35 (*)We are updating our Power Trifecta list. In this rebalance, 3 stocks are deleted and 13 stocks are added. Thus, the total number of stocks has risen by 10 to 35. This makes sense given the recent pullback in the Epicenter names (more stocks are attractive). 3 Deletions:$PBCT, $NVT, $VNO 13 Additions:$AZO, $HOG, $GRMN, $MGM, $WH, $GPS, $LB, $VIRT, $AGCO, $OC, $UBER. $EXP, $NUE 35 “Power Trifecta” Stocks Ideas:Consumer Discretionary:$AZO, $HOG, $GRMN, $RL, $MGM, $NCLH, $RCL, $WH, $GPS, $LB Financials:$NYCB, $VIRT Industrials:$AGCO, $OC, $DAL, $KEX, $UBER Energy:$XOM, $HP, $NOV, $SLB, $COP, $EOG, $MRO, $MUR, $HFC, $PSX Materials:$EXP, $NUE Real Estate:$BXP, $HIW, $JBGS, $UDR, $KIM, $WRI Source: FSInsight, Bloomberg (*) the 35 “Power Epicenter Trifecta” stock ideas are the subset of the original 108 “Epicenter Trifecta” stock list. For the full list of our original “Epicenter Trifecta” stock list, please click the link below. Please note that the stocks rated OW on this list meet the requirements of our investment theme as of the publication date. We do not monitor this list day by day. A stock taken off this list means it no longer meets our investment criteria, but not necessarily that it is neutral rated or should be sold. Please consult your financial advisor to discuss your risk tolerance and other factors that characterize your unique investment profile. For the full list of the 108 “Epicenter Trifecta” stock ideas, please click here

Top 25 "Power Epicenter Trifecta" Stock Ideas

This list was published in the Daily BLAST dated March 5, 2020. We’ve republished it here in order highlight it for our valued subscribers. STRATEGY: 25 “Power Epicenter Trifecta” stock ideas (*)We are introducing a “Power Epicenter Trifecta” stock list.  This is designed to identify the strongest stocks within our “Trifecta” epicenter stock list. We essentially added a “power” rating to the stocks in the trifecta list to find stocks with the strongest price appreciation potential. Thus, the criteria for the “Power Epicenter Trifecta” is:Positive views  (i) Quant (tireless Ken),                        (ii) Global Portfolio Strategy (Brian Rauscher, aka Rocky) and                       (iii) Technicals. Plus strong “power” rating:                        (i) trailing 1M return > 12M return                        (ii) outperformed S&P 500 past 6M(iii) price > 20D MAVG(iv) price > 50D MAVG Consumer Discretionary:RL, NCLH, RCLFinancials:PBCT, NYCBIndustrials:NVT, DAL, KEXEnergy:XOM, HP, NOV, SLB, COP, EOG, MRO, MUR, HFC, PSXReal Estate:BXP, HIW, UDR, KIM, WRI, VNO, JBGS

FSInsight Violence in USA Stock List

CLICK HERE for a full copy of this report in PDF format. 126 stocks that benefit from “Violence in cities” We have put together a list of 126 companies (117 of them with market cap > $100 million, 9 of them with market cap < $100 million) that are involved in some aspect of home or personal security. We are NOT recommending these stocks, but rather, bringing these stocks to your attention. And we are NOT committing to update the list regularly. Below are the 117 stocks with market cap > $100 million... Source: Fundstrat, Bloomberg Source: Fundstrat, Bloomberg Source: Fundstrat, Bloomberg Below are the 9 stocks with market cap < $100 million... Source: Fundstrat, Bloomberg

Epicenter – Stocks with Uncommon Value During Uncommon Times

This list was published in the Daily BLAST dated February 12, 2020. We’ve republished it here in order highlight it for our valued subscribers. STRATEGY: Updating Epicenter Trifecta List –> +21 new ideas (-10 deletions) or +11 net addsThe case for being Cyclically-tilted is strengthening:– Vaccine rollout set to accelerate– US cases collapsing– US economy set to re-open– US corporates reset cost structures = strong operating leverage– US credit markets strong = cost of capital fallingWe are re-balancing 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.  The Epicenter Trifecta list is updated – 10 stock ideas are removed, and 21 stock ideas are added to the list… Now 121 stocks in the Trifecta list…21 Additions:Discretionary: RL, KSSFinancials: PACW, GSIndustrials: EAF, TTC, ITT, ALK, LSTR, MANEnergy: XOM, BKR, HAL, COP, FANG, HES, MRO, MURMaterials: IPReal Estate: BXP, WRI10 Deletions:Discretionary: BBY, CRI, GPC, HAS, HOG, PHMFinancials: AGNCIndustrials: MMMReal Estate: CPT, STORBelow is the complete list of 121 Epicenter Trifecta list (*)…Consumer Discretionary:AN, GM, F, GRMN, LEG, TPX, TOL, NWL, MAT, PII, RL, MGM, HLT, MAR, NCLH, RCL, WH, WYND, SIX, DRI, SBUX, FL, GPS, KSS, LB, VFCFinancials:FITB, WTFC, ASB, BOH, FHN, FNB, PB, PBCT, RF, STL, TFC, WBS, PNFP, PACW, SBNY, NYCB, MTG, EVR, GS, IBKR, VIRT, BK, STT, SYF, BHFIndustrials:AGCO, OC, ACM, WAB, EMR, GNRC, NVT, CSL, GE, IEX, PNR, CFX, DOV, MIDD, SNA, XYL, FLS, EAF, TTC, ITT, ALK, DAL, JBLU, LUV, MIC, KEX, UNP, JBHT, R, UBER, UHAL, LSTR, MANEnergy:XOM, HP, BKR, HAL, NOV, SLB, COP, EOG, FANG, HES, MRO, MUR, PXD, XEC, HFC, MPC, PSXBasic Materials:LYB, EXP, MLM, CF, MOS, ESI, NEU, NUE, RS, SON, IPReal Estate:BXP, HIW, UDR, KIM, NNN, WRI, VNO, JBGS, RYN Source: Fundstrat, Bloomberg(*) Please note that the stocks rated OW on this list meet the requirements of our investment theme as of the publication date. We do not monitor this list day by day. A stock taken off this list means it no longer meets our investment criteria, but not necessarily that it is neutral rated or should be sold. Please consult your financial advisor to discuss your risk tolerance and other factors that characterize your unique investment profile.

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 stockWe 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 Additions to the Epicenter Trifecta Stock List: 19 stockConsumer Discretionary:MATFinancials:FHN, RF, TFC, AGNC, EVR, VIRT, STTIndustrials:GNRC, MIC, KEX, R, UHALEnergy:XECBasic Materials: EXP, ESIReal Estate:UDR, JBGS, RYNDeletion to the Epicenter Trifecta Stock List: 1 stockConsumer Discretionary: BWA Source: Fundstrat, Bloomberg

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 stocksWe 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

Biden White House vs Trump White House Stock Lists

This list was published in the Daily BLAST dated November 3, 2020. We’ve republished it here in order highlight it for our valued subscribers. Top 30 industries positively correlated to a Biden win…The 30 industries most positively correlated to a Biden win are shown below. This is based upon “beta” to Biden movements in the betting markets.  The top 5:– Healthcare supplies– Diversified real estate– Brewers– Motorcycles– Social media Source: Fundstrat and electionbettingodds. comFor Trump, the following are the 30 most correlated to Trump betting odds.  The top 5 are:– Mortgage REITs– Leisure facilities– Oil & gas transportation– Hotels, resorts, cruise lines– Oil & gas refining and marketingInterestingly, it looks like Cyclicals are actually more strongly tied to a Trump win compared to a Biden win. Source: Fundstrat and electionbettingodds. comSTOCK LISTS: BIDEN VS TRUMP 23 “Biden White House” Stock ideas (*) Tickers: GRMN, UEIC, AAN, RH, BKNG, EXPE, HOG, NEM, RGLD, JOE, PSB, WRE, JBGS, OPI, AIV, CPT, SAM, WBA, CCRN, CVS, AVNS, VIVO, LMNX (*) Please note that the stocks in the list above meet the requirements of our investment theme as of the publication date. We do not monitor this list day by day. A stock taken off this list means it no longer meets our investment criteria, but not necessarily that it is neutral rated or should be sold. Please consult your financial advisor to discuss your risk tolerance and other factors that characterize your unique investment profile. Source: Fundstrat 27 “Trump White House” Stock ideas (**) Ticker: LVS, MGM, PHM, TOL, CCL, NCLH, RCL, MAR, HLT, WH, WYND, SIX, LMT, NPK, DAL, JBLU, LUV, MTRX, NOV, EOG. PXD, GPRE, REGI, AGNC, NYMT, RMAX, ANDE (**) Please note that the stocks in the list above meet the requirements of our investment theme as of the publication date. We do not monitor this list day by day. A stock taken off this list means it no longer meets our investment criteria, but not necessarily that it is neutral rated or should be sold. Please consult your financial advisor to discuss your risk tolerance and other factors that characterize your unique investment profile. Source: Fundstrat

Epicenter – Stocks with Uncommon Value During Uncommon Times

This list was published in the Daily BLAST dated November 13, 2020. We’ve republished it here in order highlight it for our valued subscribers. Updated Trifecta Epicenter stock list (*) — 18 additions, now 78 stocks in total…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).  This updated list has 18 new stocks and ZERO deletions.  Thus, it is now comprised of 78 stocks.  The additions are:Consumer Discretionary: AN, GRMN, LB, CRI, BBYFinancials: PNFP, SBNY, NYCB, IBKRIndustrials: AGCO, IEX, PNR, UNPBasic Materials: NEUReal Estate: HIW, CPT, KIM, NNNBelow is the latest list.  Have a great weekend.  Get as much sun as possible.  And get some vitamin D!!! (*) Please note that the stocks rated OW on this list meet the requirements of our investment theme as of the publication date. We do not monitor this list day by day. A stock taken off this list means it no longer meets our investment criteria, but not necessarily that it is neutral rated or should be sold. Please consult your financial advisor to discuss your risk tolerance and other factors that characterize your unique investment profile. Source: Fundstrat

Epicenter – Stocks with Uncommon Value During Uncommon Times

This list was published in the Daily BLAST dated November 3, 2020. We’ve republished it here in order highlight it for our valued subscribers. Updated Trifecta Epicenter stock list (*)We have updated our “trifecta epicenter” list of stocks.  These are the names that are OW by:– Brian Rauscher, Head of Global Portfolio Strategy;– Rob Slumyer, Head of Technical Strategy;– DQM ranked 1 by quant model, tireless Ken13 additions to Trifecta:Consumer Discretionary: F, HOGFinancials: ASB, BOH, FNB, PB, PBCT, STL, WBS, BKIndustrials: NVT, MMM, FLS9 Deletions from Trifecta:Consumer Discretionary: CHH, CRI, ULTAEnergy: WMBIndustrials: AAL, ALK, UALReal Estate: SLG, O (*) Please note that the stocks rated OW on this list meet the requirements of our investment theme as of the publication date. We do not monitor this list day by day. A stock taken off this list means it no longer meets our investment criteria, but not necessarily that it is neutral rated or should be sold. Please consult your financial advisor to discuss your risk tolerance and other factors that characterize your unique investment profile. Source: Fundstrat

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