August Super Granny and Super SMID Granny Market Update + SMID Granny August Rebalance +18 adds/ -13 deletes.

________________________________________________

  • Updating our list of 5 Super and 5 Sleeper Grannies
  • SMID Grannies August 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.


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: +18 adds, (-13 deletes). YTD outperformance +351 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 2,194 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.

18 rebalance additions are:

13 rebalance deletions are:

August Super Granny and Super SMID Granny Market Update + SMID Granny August Rebalance +18 adds/ -13 deletes.
August Super Granny and Super SMID Granny Market Update + SMID Granny August Rebalance +18 adds/ -13 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 50 ideas called “SMID Granny Shots”

August Super Granny and Super SMID Granny Market Update + SMID Granny August Rebalance +18 adds/ -13 deletes.
Source: Fundstrat
August Super Granny and Super SMID Granny Market Update + SMID Granny August Rebalance +18 adds/ -13 deletes.
August Super Granny and Super SMID Granny Market Update + SMID Granny August Rebalance +18 adds/ -13 deletes.
August Super Granny and Super SMID Granny Market Update + SMID Granny August Rebalance +18 adds/ -13 deletes.
August Super Granny and Super SMID Granny Market Update + SMID Granny August Rebalance +18 adds/ -13 deletes.
August Super Granny and Super SMID Granny Market Update + SMID Granny August Rebalance +18 adds/ -13 deletes.
August Super Granny and Super SMID Granny Market Update + SMID Granny August Rebalance +18 adds/ -13 deletes.

Key Incoming Data August:

  • 8/1 8:30 AM ET: Jul Non-farm Payrolls Mixed
  • 8/1 9:45 AM ET: Jul F S&P Global Manufacturing PMI Tame
  • 8/1 10:00 AM ET: Jul F U. Mich. 1yr Inf Exp Tame
  • 8/1 10:00 AM ET: Jul ISM Manufacturing PMI Tame
  • 8/4 10:00 AM ET: Jun F Durable Goods Orders MoM Tame
  • 8/5 8:30 AM ET: Jun Trade Balance Tame
  • 8/5 9:45 AM ET: Jul F S&P Global Services PMI Tame
  • 8/5 10:00 AM ET: Jul ISM Services PMI Tame
  • 8/7 8:30 AM ET: 2Q P Unit Labor Costs Tame
  • 8/7 8:30 AM ET: 2Q P Nonfarm Productivity QoQ Tame
  • 8/7 9:00 AM ET: Jul F Manheim Used Vehicle Index Tame
  • 8/7 11:00 AM ET: Jul NYFed 1yr Inf Exp Tame
  • 8/12 6:00 AM ET: Jul Small Business Optimism Survey Tame
  • 8/12 8:30 AM ET: Jul Core CPI MoM Tame
  • 8/14 8:30 AM ET: Jul Core PPI MoM Hot
  • 8/15 8:30 AM ET: Aug Empire Manufacturing Survey Tame
  • 8/15 8:30 AM ET: Jul Retail Sales Tame
  • 8/15 10:00 AM ET: Aug P U. Mich. 1yr Inf Exp Mixed
  • 8/15 4:00 PM ET: Jun Net TIC Flows Tame
  • 8/18 10:00 AM ET: Aug NAHB Housing Market Index
  • 8/19 9:00 AM ET: Aug M Manheim Used Vehicle Index
  • 8/20 2:00 PM ET: Jul FOMC Meeting Minutes
  • 8/21 8:30 AM ET: Aug Philly Fed Business Outlook
  • 8/21 9:45 AM ET: Aug P S&P Global Services PMI
  • 8/21 9:45 AM ET: Aug P S&P Global Manufacturing PMI
  • 8/21 10:00 AM ET: Jul Existing Home Sales
  • 8/25 8:30 AM ET: Jul Chicago Fed Nat Activity Index
  • 8/25 10:00 AM ET: Jul New Home Sales
  • 8/25 10:30 AM ET: Aug Dallas Fed Manuf. Activity Survey
  • 8/26 8:30 AM ET: Jul P Durable Goods Orders MoM
  • 8/26 9:00 AM ET: Jun S&P CS home price 20-City MoM
  • 8/26 10:00 AM ET: Aug Conference Board Consumer Confidence
  • 8/26 10:00 AM ET: Aug Richmond Fed Manufacturing Survey
  • 8/28 8:30 AM ET: 2Q S GDP QoQ
  • 8/28 11:00 AM ET: Aug Kansas City Fed Manufacturing Survey
  • 8/29 8:30 AM ET: Jul Core PCE MoM
  • 8/29 10:00 AM ET: Aug F U. Mich. 1yr Inf Exp

Economic Data Performance Tracker 2025:

August Super Granny and Super SMID Granny Market Update + SMID Granny August Rebalance +18 adds/ -13 deletes.

Economic Data Performance Tracker 2024:

August Super Granny and Super SMID Granny Market Update + SMID Granny August Rebalance +18 adds/ -13 deletes.

Economic Data Performance Tracker 2023:

August Super Granny and Super SMID Granny Market Update + SMID Granny August Rebalance +18 adds/ -13 deletes.

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