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Recommended Stock Ideas

Recommended Stock Ideas

Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2021. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view. Figure: Granny Shots are the “best of the best”Stocks which appear in multiple themes. Source: FSInsight Figure: Granny Shots Portfolio PerformanceMonthly. Source: FSInsight. FactSet as of 02/18/21 Figure: Intersection of investment recommendations by strategyAs of 02/18/21, Source: FSInsight, FactSet The stocks in the Granny Shots portfolio collectively outperformed the S&P 500 by 6,440 bps since its inception (S&P 500 is up 50.7% during the same period).

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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.

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

Epicenter – Stocks with Uncommon Value During Uncommon Times

This list was published in the Daily BLAST dated September 25, 2020. We’ve republished it here in order highlight it for our valued subscribers. 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 Ken20 additions to TrifectaConsumer Discretionary: BWA, CRI, NWL, MGM, CHH, HLT, MAR, NCLH, RCL, DRI, SBUX, GPCIndustrials: EMR, SNA, LUVBasic Materials: MLM, CF, NUE, RSReal Estate: STOR14 deletions from TrifectaConsumer Discretionary: LVS, CCL, YUM, EXPEEnergy: HAL, EOG, PXDFinancials: PRU, AFGReal Estate: ACC, FRT, KIM, NNN, EPRThe revised list is 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. Source: Fundstrat

Epicenter – Stocks with Uncommon Value During Uncommon Times

This list was published in the Daily BLAST dated September 18, 2020. We’ve republished it here in order highlight it for our valued subscribers. Updating our trifecta epicenter stock list* — 50 names.  10 deletions and 15 new namesWe are updating our list of trifecta epicenter stocks.  This list is based upon favorable views from the three-way: (i) Global Portfolio Strategy (Rauscher); (ii) Technicals (Sluymer) and (iii) Quant DQM (tireless Ken).15 additions:Consumer Discretionary: WH, YUM, GPSIndustrials: AAL, JBLU, UAL, ACM, GEReal Estate: SLG, ACC, FRT, KIM, NNN, EPRFinancials: FITB10 Deletions:Consumer Discretionary: LEA, HLT, DRI, COLM, SCIIndustrials: LUVReal Estate: STORFinancials: C, CFGEnergy: HFCThe full list of 50 epicenter stocks is 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. Source: Fundstrat

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