Epicenter

Covid must hurt stocks

Epicenter – Stocks with Uncommon Value During Uncommon Times

This list was published in the Daily BLAST dated November 3, 2020. We’ve republished it here in order highlight it for our valued subscribers.

Updated Trifecta Epicenter stock list (*)
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

13 additions to Trifecta:
Consumer Discretionary: F, HOG
Financials: ASB, BOH, FNB, PB, PBCT, STL, WBS, BK
Industrials: NVT, MMM, FLS

9 Deletions from Trifecta:
Consumer Discretionary: CHH, CRI, ULTA
Energy: WMB
Industrials: AAL, ALK, UAL
Real Estate: SLG, O

(*) Please note that the stocks rated OW on this list meet the requirements of our investment theme as of the publication date. We do not monitor this list day by day. A stock taken off this list means it no longer meets our investment criteria, but not necessarily that it is neutral rated or should be sold. Please consult your financial advisor to discuss your risk tolerance and other factors that characterize your unique investment profile.

Source: Fundstrat

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