Stock Lists
- First Word
- First Word
January Top Stock Ideas and Super SMID Granny Market Update
VIDEO: Wednesday could be an important day because of CPI and Earnings_._ Please click below to view our Macro Minute (duration: 3:23). https://vimeo. com/1046937384/dd4862e994? share=copy ________________________________________________UPDATING LIST OF TOP STOCK IDEASUPDATING 5 SUPER AND 5 SLEEPER SMID GRANNIESCHARTBOOK LINKED BELOW ________________________________________________ TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR,...
- FSI Sector Allocation
FSI Sector Allocation - January 2025 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP Happy New Year. The market has been choppy recently, and the anticipated strong December performance did not materialize. While the S&P 500 fell 2.5% in December, the internal market performance was actually worse than the cap-weighted...
First Word
November Top Stock Ideas and Super SMID Granny Market Update + SMID Granny November Rebalance +27 adds/ -25 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. INVESTMENT IDEAS: TOP LARGE-CAP STOCK PICKS + SUPER SMID GRANNIES As we...
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FSI Sector Allocation
FSI Sector Allocation - November 2024 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP Happy November. The fourth quarter is already one month in. The...
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FSI Sector Allocation
FSI Sector Allocation - October 2024 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP Monday marked the final trading day of both September and the...
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- FSI Sector Allocation
FSI Sector Allocation - February 2025 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP The equity market has been choppy since mid-December. While the release of DeepSeek's new R1 model shook the market and particularly the AI infrastructure sector, the overall market demonstrated strong resilience. The S&P 500 gained approximately...
First Word
GRANNY SHOTS: Jul 2024 rebalance +8 adds/-10 deletes. SMID Granny Shots +23 adds/-25 deletes. July Super and Sleeper Grannies. WEBINAR WED!!!
TO DOWNLOAD THE SLIDE DECK FOR OUR GRANNY SHOTS WEBINAR, PLEASE CLICK HERE. _GRANNY SHOTS: JULY 2024 REBALANCE_ This note is focused on the quarterly...
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FSI Sector Allocation
FSI Sector Allocation - July 2024 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP In June, the sector performance of the US stock market mirrored...
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First Word
GRANNY SHOTS: June 2024 Super Granny update
TO DOWNLOAD THE SLIDE DECK FOR OUR GRANNY SHOTS WEBINAR, PLEASE CLICK HERE. SUPER GRANNIES: 5 SUPER AND 5 SLEEPER “Super Grannies” (most timely) and...
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FSI Sector Allocation
FSI Sector Allocation - June 2024 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP As one of the oldest Wall Street adages says, "sell in...
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