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- Updating 5 Super and 5 Sleeper Grannies
- Updating 5 Super and 5 Sleeper SMID Grannies
- Chartbook linked below
To download the slide deck for our Market Update Webinar, please click HERE.
VIDEO: Stocks fell today arguably because June Core CPI showed signs of inflation picking up, but we continue to see too many people carry “inflation hammers” and think everything is a nail.
Please click below to view our Macro Minute (duration: 5:41).
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”
– Quanta Services (PWR 2.91% ) <– carry over
– Arista Networks (ANET -3.34% )
– Goldman Sachs (GS 0.10% ) <– carry over
– Meta Platforms (META -0.75% ) <– carry over
– JPMorgan Chase & Co. (JPM -0.29% ) <– carry over - The bottom 5 “Sleeper Grannies” are:
– Fair Isaac Corp. (FICO -2.00% ) <– carry over
– Intuitive Surgical (ISRG 0.01% )
– Monster Beverage (MNST 1.48% )
– PayPal Holdings (PYPL -2.13% ) <– carry over
– Apple Inc. (AAPL -0.01% ) <– carry over
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 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.
- We have 5 tactical buys aka “Super SMID Grannies”
– EMCOR Group (EME 0.52% ) <– carry over
– The Bancorp (TBBK -0.08% )
– Robinhood Markets (HOOD -1.70% )
– Interactive Brokers (IBKR -0.22% )
– Twilio Inc. (TWLO 0.38% ) <– carry over - The bottom 5 “Sleeper SMID Grannies” are:
– Tempus AI (TEM -0.36% ) <– carry over
– Dutch Bros (BROS -0.62% )
– Okta Inc. (OKTA -0.05% ) <– carry over
– ePlus Inc. (PLUS 0.86% )
– Science Applications Int. (SAIC 0.07% ) <– carry over







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45 SMID Granny Shot Ideas: We performed our quarterly rebalance on 5/22. Full stock list here -> Click here
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PS: if you are enjoying our service and its evidence-based approach, please leave us a positive 5-star review
Key Incoming Data July:
7/1 9:45 AM ET: Jun F S&P Global Manufacturing PMITame- 7/
1 10:00 AM ET: May JOLTS Job OpeningsMixed 7/1 10:00 AM ET: Jun ISM Manufacturing PMITame7/3 8:30 AM ET: Jun Non-farm PayrollsMixed7/3 8:30 AM ET: May Trade BalanceTame7/3 9:45 AM ET: Jun F S&P Global Services PMITame7/3 10:00 AM ET: May F Durable Goods Orders MoMTame7/3 10:00 AM ET: Jun ISM Services PMITame7/8 6:00 AM ET: Jun Small Business Optimism SurveyTame7/8 9:00 AM ET: Jun F Manheim Used Vehicle IndexMixed7/8 11:00 AM ET: Jun NYFed 1yr Inf ExpTame7/9 2:00 PM ET: Jun FOMC Meeting MinutesMixed7/15 8:30 AM ET: Jun Core CPI MoMTame7/15 8:30 AM ET: Jul Empire Manufacturing SurveyTame- 7/16 8:30 AM ET: Jun Core PPI MoM
- 7/17 8:30 AM ET: Jul Philly Fed Business Outlook
- 7/17 8:30 AM ET: Jun Retail Sales
- 7/17 9:00 AM ET: Jul M Manheim Used Vehicle Index
- 7/17 10:00 AM ET: Jul NAHB Housing Market Index
- 7/17 4:00 PM ET: May Net TIC Flows
- 7/18 10:00 AM ET: Jul P U. Mich. 1yr Inf Exp
- 7/22 10:00 AM ET: Jul Richmond Fed Manufacturing Survey
- 7/23 10:00 AM ET: Jun Existing Home Sales
- 7/24 8:30 AM ET: Jun Chicago Fed Nat Activity Index
- 7/24 9:45 AM ET: Jul P S&P Global Services PMI
- 7/24 9:45 AM ET: Jul P S&P Global Manufacturing PMI
- 7/24 10:00 AM ET: Jun New Home Sales
- 7/24 11:00 AM ET: Jul Kansas City Fed Manufacturing Survey
- 7/25 8:30 AM ET: Jun P Durable Goods Orders MoM
- 7/28 10:30 AM ET: Jul Dallas Fed Manuf. Activity Survey
- 7/29 9:00 AM ET: May S&P CS home price 20-City MoM
- 7/29 10:00 AM ET: Jul Conference Board Consumer Confidence
- 7/29 10:00 AM ET: Jun JOLTS Job Openings
- 7/30 8:30 AM ET: 2Q A GDP QoQ
- 7/30 2:00 PM ET: Jul FOMC Decision
- 7/31 8:30 AM ET: Jun Core PCE MoM
- 7/31 8:30 AM ET: 2Q ECI QoQ
Economic Data Performance Tracker 2025:

Economic Data Performance Tracker 2024:

Economic Data Performance Tracker 2023:

