For those investors with the tolerance for the higher levels of risk that typically accompany small- and mid-cap stocks, FS Insight offers the SMID Granny Shots, along with the SMID Super and Sleeping Grannies.
The SMID Granny Shots are long-term opportunities in the small- and mid-cap universe positioned to benefit from at least two strategically or tactically important macroeconomic or secular tailwinds.
Within this list, we identify "Super SMID Grannies" that we believe stand out in their potential for short-term outperformance, as well as "Sleeper SMID Grannies" that are likely to underperform in the short-term despite their long-term prospects.
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The FSI Sector Allocation strategy provides a disciplined, yet flexible, approach to seeking outperformance. The strategy can help investors with both longer-term and shorter term strategies. In addition, investors can use the FSI Sector Allocation list to implement a strategy primarily based on sector ETFs, or to allocate stock holdings based on sector weightings recommendations.
The stock list represents a merging of longer-term sector perspectives with short-term technical dynamics, appropriate for both active and passive investment methodologies.
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Upticks is a 100% technical analysis-derived list of stocks from within the ranks of the S&P 500, selected by Head of Technical Strategy Mark Newton.
It represents the distillation of Newton's intermediate-term views on the market,
incorporating a range of technical indicators including sentiment, seasonality, cycles, breadth, and much more.
As with our other stock lists, Upticks does not provide advice regarding entry and exit points. However, it does provide Newton's views on support and resistance to help investors make their own decisions.
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Every day, the FS Insight team provides evidence-based investment research and insights that educate everyday investors like you on how to think about the markets and generate investment ideas that deliver outperformance. But often, what you need are ideas that are immediately actionable.
That's where our stock lists come in. Each of our stock lists deliver clear specifics about where the research heads of FS Insight think the opportunities are, all based on the non-emotional, evidence-based research they deliver to institutional investors – and esteemed members like you.
Stock List FAQs
How often are stock lists updated?
Top Market Ideas and new SMID Granny Shots are generally presented on the third Wednesday of each month, accompanied by a live webinar hosted by Head of Research Tom Lee and Head of Technical Strategy Mark Newton. The FSI Sector Allocation list is updated during the first week of the month, though the precise day varies. Upticks is updated on an approximately monthly schedule, though if Newton is maintaining his stance on the names on the most recent version of the list, he will occasionally
Do I have to buy all the stocks in a given list?
Not at all. Many of our subscribers use the lists only as a source of ideas as they work to implement their own investment strategies.
When should I buy (or sell) a stock on one of your stock lists? How much should I buy?
As providers of investment research, FS Insight is regulatorily prohibited from providing investment advice such as what stocks to buy, at what price, and in what volumes. This would require a knowledge of the specifics of your financial situation.
How do I determine which stock list is right for me?
The table below provides an easy way to compare and contrast each of the lists. For more information on a specific list, please click the menu to the left. In addition, each stock list includes a detailed introduction that includes a discussion of the methodologies and thinking behind the lists. Please note that some subscribers combine the ideas from multiple lists, for instance selecting individual stocks in Upticks or SMID Granny Shots and allocating based on the FSI Sector Allocation list.
| Stock List | Compiled by | Components selected from: | Time horizon | Methodology |
|---|---|---|---|---|
| SMID Granny Shots | Tom Lee Ken Xuan Mark Newton |
Small- and mid-cap stocks | Ranging from six months to multiple years, depending on the investor. (Super SMID Grannies and Sleeper Grannies have a one-month horizon.) |
Opportunities are identified by first looking for small- and mid-cap stocks positioned to benefit from at least two strategic and/or tactical tailwinds identified through research into macroeconomic and demographic trends.
Those stocks are then ranked through a proprietary "quantamental" model, at which point Newton provides a perspective based on his technical analysis. |
| FSI Sector Allocation | Tom Lee Ken Xuan Mark Newton |
GICS-level industry sectors, | Flexible – options for tactical or strategic approaches, or a combination of both. |
Starts with standard S&P 500 sector distribution, then adjusts weights/allocation based on sector ratings by Lee and Newton.
Tactical allocations based on price trend, technical analysis, and other elements. |
| Upticks | Mark Newton | S&P 500 stocks | Intermediate – four to six months | 100% technical analysis (no examination of macroeconomics or stock fundamentals) |