May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.

________________________________________________

  • Updating our list of 5 Super and 5 Sleeper Grannies
  • SMID Grannies May 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: Stocks are 3% from all-time highs, yet this is one of the “most hated” rallies as investors are looking for reasons for stocks to fall, rather than upside.  This is a good sign.  And we see firepower to drive an all-time high in equities

Please click below to view our Macro Minute (duration: 5:33).


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

REBALANCE SMID GRANNIES: +11 adds, (-11 deletes). YTD outperformance +412 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 2,489 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.

11 rebalance additions are:

11 rebalance deletions are:

May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.


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”

May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
Source: Fundstrat
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.

Key Incoming Data May:

  • 5/1 9:45 AM ET: Apr F S&P Global Manufacturing PMI Tame
  • 5/1 10:00 AM ET: Apr ISM Manufacturing PMI Tame
  • 5/2 8:30 AM ET: Apr Non-Farm Payrolls Tame
  • 5/2 10:00 AM ET: Mar F Durable Goods Orders MoM Tame
  • 5/5 9:45 AM ET: Apr F S&P Global Services PMI Tame
  • 5/5 10:00 AM ET: Apr ISM Services PMI Tame
  • 5/6 8:30 AM ET: Mar Trade Balance Tame
  • 5/7 9:00 AM ET: Apr F Manheim Used Vehicle Index Hot
  • 5/7 2:00 PM ET: May FOMC Decision Mixed
  • 5/8 8:30 AM ET: 1Q P Unit Labor Costs Tame
  • 5/8 8:30 AM ET: 1Q P Non-Farm Productivity QoQ Tame
  • 5/8 11:00 AM ET: Apr NY Fed 1yr Inf Exp Mixed
  • 5/13 6:00 AM ET: Apr Small Business Optimism Survey Tame
  • 5/13 8:30 AM ET: Apr Core CPI MoM Tame
  • 5/15 8:30 AM ET: May Philly Fed Business Outlook Tame
  • 5/15 8:30 AM ET: Apr Core PPI MoM Tame
  • 5/15 8:30 AM ET: May Empire Manufacturing Survey Tame
  • 5/15 8:30 AM ET: Apr Retail Sales Tame
  • 5/15 10:00 AM ET: May NAHB Housing Market Index Tame
  • 5/16 10:00 AM ET: May P U. Mich. Sentiment and Inflation Expectation Hot
  • 5/16 4:00 PM ET: Mar Net TIC Flows Tame
  • 5/19 9:00 AM ET: May M Manheim Used Vehicle Index Tame
  • 5/22 8:30 AM ET: Apr Chicago Fed Nat Activity Index
  • 5/22 9:45 AM ET: May P S&P Global Services PMI
  • 5/22 9:45 AM ET: May P S&P Global Manufacturing PMI
  • 5/22 10:00 AM ET: Apr Existing Home Sales
  • 5/22 11:00 AM ET: May Kansas City Fed Manufacturing Survey
  • 5/23 10:00 AM ET: Apr New Home Sales
  • 5/27 8:30 AM ET: Apr P Durable Goods Orders MoM
  • 5/27 9:00 AM ET: Mar S&P CoreLogic CS home price
  • 5/27 10:00 AM ET: May Conference Board Consumer Confidence
  • 5/27 10:30 AM ET: May Dallas Fed Manuf. Activity Survey
  • 5/28 10:00 AM ET: May Richmond Fed Manufacturing Survey
  • 5/28 2:00 PM ET: May FOMC Meeting Minutes
  • 5/29 8:30 AM ET: 1Q S GDP QoQ
  • 5/30 8:30 AM ET: Apr Core PCE Deflator MoM
  • 5/30 10:00 AM ET: May F U. Mich. Sentiment and Inflation Expectation

Economic Data Performance Tracker 2025:

May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.

Economic Data Performance Tracker 2024:

May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.

Economic Data Performance Tracker 2023:

May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.

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