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- Re-introducing our list of 5 Super and 5 Sleeper Grannies
- SMID Grannies November Quarterly rebalance today
- Updating 5 Super and 5 Sleeper SMID Grannies
- Chartbook linked below
- See below for SMID Grannies adds and deletes
To download the slide deck for our Market Update Webinar, please click HERE.
VIDEO: We discuss our macro views 6 weeks into 2025 including the case for financials and small-caps as well as the broadening trade for AI stocks
Please click below to view our Macro Minute (duration: 9:23).
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”
– Meta Platforms Inc (META -4.53% )
– JPMorgan Chase & Co (JPM -2.18% )
– S&P Global Inc (SPGI -1.21% )
– Accenture (ACN -1.36% )
– Amazon (AMZN -4.56% ) - The bottom 5 “Sleeper Grannies” are:
– MicroStrategy Inc (MSTR -10.84% )
– Advanced Micro Devices Inc (AMD -3.44% )
– PayPal Holdings Inc (PYPL -5.56% )
– Eaton Corporation (ETN -2.40% )
– Microsoft (MSFT -3.22% )
REBALANCE SMID GRANNIES: +25 adds, (-24 deletes). YTD outperformance +582 bps
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.
25 rebalance additions are:
- Discretionary: BROS -3.83% , FTDR -0.03% , LRN -1.84% , SN -1.57% , WING -2.64%
- Financials: ATLC -2.30% , ENVA -3.19% , GCMG -1.41% , IBKR -2.53% , SKWD -1.02%
- Healthcare: DOCS -3.37% , GMED -1.51% , SMLR -5.11% , TDOC -5.61%
- Industrials: CR -2.50% , ENS -1.72% , FLS -3.27% , RKLB 0.98%
- Technology: DOCN -3.83% , HCKT -0.27% , OKTA -2.90% , OSIS -2.91% , PSTG -4.23% , TEAM -2.09% , ZS -1.10%
24 rebalance deletions are:
- Comm. Services: QNST -4.07%
- Discretionary: SHAK -6.38%
- Financials: BANF -1.73% , EWBC -1.98% , IBCP -2.16% , MCBS -0.90% , MCY -1.80%
- Industrials: AIT -2.88% , AYI -2.18% , EME -2.23% , FIX -2.46% , GVA -0.53% , IESC -2.33% , MLI -1.19% , NWPX -2.03% , PRIM -0.49% , STRL -0.75% , VMI -3.22%
- Materials: EXP -2.15% , LPX -2.08% , USLM -1.13%
- Technology: AGYS -3.32% , ITRI -1.35% , PI -1.14%


SUPER SMID GRANNIES: 5 Super and 5 Sleeper
“Super SMID Grannies” (long) and “Sleeper SMID Grannies” are derived from our SMID stock list of 45 ideas called “SMID Granny Shots”
- We have 5 tactical buys aka “Super SMID Grannies”
– Hims & Hers Health Inc (HIMS -8.68% ) <– carry over
– Applovin Corp (APP 4.08% )
– Spotify Technology (SPOT -3.66% )
– Interactive Brokers Group, Inc (IBKR -2.53% )
– Carvana (CVNA 0.23% ) - The bottom 5 “Sleeper SMID Grannies” are:
– IONQ Inc (IONQ -3.38% ) <– carry over
– ePlus inc (PLUS -3.61% ) <– carry over
– Zscaler Inc (ZS -1.10% )
– Semler Scientific Inc (SMLR -5.11% )
– EnerSys (ENS -1.72% )
Please see Mark’s technical note tonight for commentary on the 5 Super Grannies and 5 Super SMID Grannies.







Key incoming data February:
2/3 9:45 AM ET: Jan F S&P Global Manufacturing PMITame2/3 10:00 AM ET: Jan ISM Manufacturing PMITame2/4 10:00 AM ET: Dec JOLTS Job OpeningsTame2/4 10:00 AM ET: Dec F Durable Goods OrdersTame2/5 8:30 AM ET: Dec Trade BalanceTame2/5 9:45 AM ET: Jan F S&P Global Services PMITame2/5 10:00 AM ET: Jan ISM Services PMITame2/6 8:30 AM ET: 4Q P Non-Farm ProductivityTame2/6 8:30 AM ET: 4Q P Unit Labor CostsTame2/7 8:30 AM ET: Jan Non-Farm PayrollsTame2/7 9:00 AM ET: Dec F Manheim Used Vehicle indexTame2/7 10:00 AM ET: Feb P U. Mich. Sentiment and Inflation ExpectationHot2/10 11:00 AM ET: Jan NY Fed 1yr Inf ExpTame2/11 6:00 AM ET: Jan Small Business Optimism SurveyTame2/12 8:30 AM ET: Jan CPIHot2/13 8:30 AM ET: Jan PPIHot2/14 8:30 AM ET: Jan Retail Sales DataTame2/18 8:30 AM ET: Feb Empire Manufacturing SurveyTame2/18 10:00 AM ET: Feb NAHB Housing Market IndexTame2/18 4:00 PM ET: Dec Net TIC FlowsTame- 2/19 9:00 AM ET: Jan M Manheim Used Vehicle index
- 2/19 2:00 PM ET: Jan FOMC Meeting Minutes
- 2/20 8:30 AM ET: Feb Philly Fed Business Outlook
- 2/21 9:45 AM ET: Feb P S&P Global Manufacturing PMI
- 2/21 9:45 AM ET: Feb P S&P Global Services PMI
- 2/21 10:00 AM ET: Feb F U. Mich. Sentiment and Inflation Expectation
- 2/21 10:00 AM ET: Jan Existing Home Sales
- 2/24 8:30 AM ET: Jan Chicago Fed Nat Activity Index
- 2/24 10:30 AM ET: Feb Dallas Fed Manuf. Activity Survey
- 2/25 9:00 AM ET: Dec S&P CoreLogic CS home price
- 2/25 10:00 AM ET: Feb Conference Board Consumer Confidence
- 2/26 10:00 AM ET: Jan New Home Sales
- 2/27 8:30 AM ET: 4Q S GDP
- 2/27 10:00 AM ET: Jan P Durable Goods Orders
- 2/28 8:30 AM ET: Jan PCE Deflator
Economic Data Performance Tracker 2025:

Economic Data Performance Tracker 2024:

Economic Data Performance Tracker 2023:
