VIDEO: Wednesday could be an important day because of CPI and Earnings.
Please click below to view our Macro Minute (duration: 3:23).
________________________________________________
- Updating list of Top Stock Ideas
- Updating 5 Super and 5 Sleeper SMID Grannies
- Chartbook linked below
________________________________________________
To download the slide deck for our Market Update Webinar, please click HERE.
________________________________________________
Investment Ideas: Top large-cap stock picks + Super SMID Grannies
As we are rebranding our monthly webinar, we are introducing a new section of top stock ideas:
- The top large-cap stock ideas are based on a universe of 46 large-cap stocks that are widely held by investors and market cap >$50b
- The new top stock ideas follow the similar methodologies we use to identify super SMID granny ideas
- Essentially, we aim to identify the most timely stock ideas by cross referencing the trend analyses, quantamental works and technical studies.
- In more detail, the framework is composed of a criteria of 4 factors to narrow down to tactical buys:
– fundamentals using DQM model managed by “tireless Ken”
– momentum rating based weighted average performances of recent period
– technical strength measured by Price >20 DMA, 20 DMA vs 200 DMA and combos
– Mark Newton’s judgement on technical outlook - Our top 5 Stock Ideas for January 2025:
– NVIDIA Corp (NVDA 1.35% )
– Meta Platforms Inc (META -0.58% ) <– carry over
– JP Morgan Chase & Co (JPM -1.73% ) <– carry over
– Amazon Inc (AMZN -0.84% )
– Alphabet Inc (GOOGL 0.87% )
- The bottom 5 stock ideas (to avoid) are:
– Intel Corp (INTC -0.67% )
– Airbnb Inc (ABNB -0.28% )
– Alibaba Group (BABA 0.79% ) <– carry over
– NIKE Inc (NKE 0.99% ) <– carry over
– Verizon Communications Inc (VZ 4.00% )
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 shot 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
- The SMID Grannies shots were selected from a universe consisting of 2,471 small and mid-cap stocks.
- From the SMID granny shots portfolio, we employed the same framework mentioned above to identify the 5 most timely ideas and 5 least timely ideas within the SMID granny shots portfolio.
- We have 5 tactical buys aka “Super SMID Grannies”
– Applied Industrial Technologies (AIT 0.44% ) <– carry over
– Hims & Hers Health Inc (HIMS 4.39% ) <– carry over
– Comfort Systems USA Inc (FIX -1.18% )
– Williams-Sonoma Inc (WSM 5.03% )
– Twilio Inc (TWLO -2.58% ) - The bottom 5 “Sleeper SMID Grannies” are:
– IonQ Inc (IONQ 0.34% )
– Metrocity Bankshares Inc (MCBS -0.66% )
– Mercury General Corp (MCY 0.54% )
– ePlus Inc (PLUS 2.20% ) <– carry over
– Impinj Inc (PI 8.39% ) <– carry over
Join our live webinar today at 1pm ET for commentary on the Top 5 and Bottom 5 Stock Ideas and 5 Super and 5 Sleeper SMID Grannies.








_____________________________
44 SMID Granny Shot Ideas: We performed our quarterly rebalance on 11/25. Full stock list here -> Click here
______________________________
PS: if you are enjoying our service and its evidence-based approach, please leave us a positive 5-star review on Google reviews —> Click here.
___________________________
Key incoming data January:
1/2 9:45 AM ET: Dec F S&P Global Manufacturing PMITame1/3 10:00 AM ET: Dec ISM Manufacturing PMITame1/6 9:45 AM ET: Dec F S&P Global Services PMITame1/6 10:00 AM ET: Nov F Durable Goods OrdersTame1/7 8:30 AM ET: Nov Trade BalanceTame1/7 10:00 AM ET: Dec ISM Services PMITame1/7 10:00 AM ET: Nov JOLTS Job OpeningsTame1/8 9:00 AM ET: Dec F Manheim Used vehicle indexTame1/8 2:00 PM ET: Dec FOMC Meeting MinutesTame1/10 8:30 AM ET: Dec Non-Farm PayrollsHot1/10 10:00 AM ET: Jan P U. Mich. Sentiment and Inflation ExpectationHot1/13 11:00 AM ET: Dec NY Fed 1yr Inf ExpTame1/14 6:00 AM ET: Dec Small Business Optimism SurveyTame1/14 8:30 AM ET: Dec PPITame- 1/15 8:30 AM ET: Dec CPI
- 1/15 8:30 AM ET: Jan Empire Manufacturing Survey
- 1/15 2:00 PM ET: Jan Fed Releases Beige Book
- 1/16 8:30 AM ET: Dec Retail Sales Data
- 1/16 8:30 AM ET: Jan Philly Fed Business Outlook
- 1/16 10:00 AM ET: Jan NAHB Housing Market Index
- 1/17 9:00 AM ET: Jan M Manheim Used vehicle index
- 1/17 4:00 PM ET: Nov Net TIC Flows
- 1/24 9:45 AM ET: Jan P S&P Global Manufacturing PMI
- 1/24 9:45 AM ET: Jan P S&P Global Services PMI
- 1/24 10:00 AM ET: Jan F U. Mich. Sentiment and Inflation Expectation
- 1/24 10:00 AM ET: Dec Existing Home Sales
- 1/27 8:30 AM ET: Dec Chicago Fed Nat Activity Index
- 1/27 10:00 AM ET: Dec New Home Sales
- 1/27 10:30 AM ET: Jan Dallas Fed Manuf. Activity Survey
- 1/28 9:00 AM ET: Nov S&P CoreLogic CS home price
- 1/28 10:00 AM ET: Jan Conference Board Consumer Confidence
- 1/28 10:00 AM ET: Dec P Durable Goods Orders
- 1/29 2:00 PM ET: Jan FOMC Decision
- 1/30 8:30 AM ET: 4Q A 2024 GDP
- 1/31 8:30 AM ET: Dec PCE Deflator
- 1/31 8:30 AM ET: 4Q Employment Cost Index
Economic Data Performance Tracker 2025:

Economic Data Performance Tracker 2024:

Economic Data Performance Tracker 2023:
