Epicenter – Stocks with Uncommon Value During Uncommon Times

This list was published in the Daily BLAST dated September 25, 2020. We’ve republished it here in order highlight it for our valued subscribers.

We have updated our “trifecta epicenter” list of stocks(*).  These are the names that are OW by:
– Brian Rauscher, Head of Global Portfolio Strategy;
– Rob Slumyer, Head of Technical Strategy;
– DQM ranked 1 by quant model, tireless Ken

20 additions to Trifecta
Consumer Discretionary: BWA, CRI, NWL, MGM, CHH, HLT, MAR, NCLH, RCL, DRI, SBUX, GPC
Industrials: EMR, SNA, LUV
Basic Materials: MLM, CF, NUE, RS
Real Estate: STOR

14 deletions from Trifecta
Consumer Discretionary: LVS, CCL, YUM, EXPE
Energy: HAL, EOG, PXD
Financials: PRU, AFG
Real Estate: ACC, FRT, KIM, NNN, EPR

The revised list is below.

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