17 stocks which are “early in the barbell recovery”
We have identified 17 stocks that are “early in the barbell recovery” as these stocks are still well off their highs but are considered fundamentally attractive based on the work of our head of Global Portfolio Strategy, Brian Rauscher and/or Head of Technical Strategy, Rob Sluymer, or screen attractively based on the quant work by our data science team led by Ken Xuan (aka tireless Ken).
The “early in the barbell recovery” tickers are:
– TJX, GM, BKNG, CCL, WYNN, CVX, XOM, FITB, CFG, MS, RE, CMI, NOC, GD, SNA, FLS, PCAR
The “middle of barbell recovery” tickers are:
– ROST, ULTA, EOG, SIVB, STT, JCI, DOV, AOS, ETN, CSX, PNR, UNP, JBHT, CAT, DE, DAL, PH, EMR
The “late in the barbell recovery” tickers (but still buyable) are:
– AAP, BWA, DLTR, IEX, GWW
17 “Early in the barbell” stocks…

Source: Fundstrat
18 “Mid-stage in the barbell” stocks…

Source: Fundstrat
5 “Late-stage in the barbell” stocks…

Source: Fundstrat