Stock Lists
- FSI Sector Allocation
- FSI Sector Allocation
FSI Sector Allocation - December 2023 Update
Please CLICK HERE to download the December sector allocation report in PDF format. After experiencing three consecutive months of decline in August, September, and October, the market sharply rebounded in November by 8.9 percentage points. This marked the best monthly performance of 2023, not only erasing the losses from August...
- First Word
GRANNY SHOTS: November Super Granny update. High potential names to own for YE rally.
Today, 11/15, we update the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies." We also provide a Macro Update. If you have not yet registered, sign up with the webinar block below. ________________________________________________ Today's note will include a short video update. We unveil our top 5 and bottom 5...
First Word
GRANNY UPDATE: 5 Updated Super and 5 Sleeper Grannies
Please click below to view yesterday's Macro Minute (duration: 4:56). https://vimeo. com/838030194/ba2f64e13a? share=copy Today at 2pm, we update the top 5 "Super Grannies" and bottom...
First Word
GRANNY UPDATE: 5 Super Grannies and 5 Sleeper Grannies
Today, 5/23, we will be unveiling our top "Super Granny Shots" and bottom "Sleeper Granny Shots" stock picks. Please find the Slide Deck linked here...
First Word
Equity markets bank into "bunker mode" in front of May FOMC but ATH in unemployment claims for over $200k earners = far softer wage growth ahead. April 2023 rebalance "Granny shots" net -3 (+7, -10).
Reminder, tune in this coming Thursday to an important webinar ___________________________________GRANNY SHOTS APRIL QUARTERLY REBALANCE TODAySEE BELOW FOR ADDS AND DELETES ___________________________________ Equity markets came...
- First Word
GRANNY SHOTS: March 2024 Super Granny update. Still risk-on as still "gas in the tank."
On Friday, 3/22, we hold our monthly webinar on the Top 5 “Super” and Bottom 5 “Sleeper" ideas within our Large Cap Granny Shot and SMID Granny Shot portfolios. We also provide a Macro Update. If you have not yet registered, sign up with the webinar block below. ___________________________________UPDATING 5...
Granny Shots
Best bets in 2022 - Week 29
Below we've highlighted stocks that we recommend across at least two of our investment strategies for 2022. These companies could benefit from multiple themes and...
Granny Shots
Best bets in 2022 - Week 28
Below we've highlighted stocks that we recommend across at least two of our investment strategies for 2022. These companies could benefit from multiple themes and...
Granny Shots
GRANNY SHOTS: July 2022 Update
We have updated our Granny Shots stock list for July 2022. There have been six deletions and eight additions. Our Granny Shots portfolio is comprised...
Granny Shots
Best bets in 2022 - Week 27
Below we've highlighted stocks that we recommend across at least two of our investment strategies for 2022. These companies could benefit from multiple themes and...
