We joined Bloomberg TV’s Bloomberg Markets China Open on Monday, June 22 to discuss earnings across the S&P 500, overview of the Hong Kong Stock Exchange, and how to pick the right stocks in the current market. Our interview starts at the 4:19 mark.
Now is the best time in many, many years for investors, especially those armed with differentiated insight into earnings, to pick individual stocks. Our core earnings provide truer insights into profitability and valuation than consensus estimates and similar measures from traditional data providers.
Table 1 from our recent report “The Market Is Right & Consensus Earnings Are Wrong” lists the stocks highlighted by the show and more of our recent Long Ideas:
Table 1: Stock Picks in Today’s Market
| Company | Ticker | Publish Date | Performance vs S&P 500 |
| SYSCO Corporation | SYY | 4/15/20 | 9% |
| Simon Property Group | SPG | 4/20/20 | 30% |
| Darden Restaurants | DRI | 4/22/20 | 2% |
| D.R. Horton | DHI | 4/27/20 | 26% |
| Southwest Airlines | LUV | 5/4/20 | 24% |
| Omnicom Group | OMC | 5/6/20 | -4% |
| Hyatt Hotels | H | 5/14/20 | 11% |
| Allstate Corp | ALL | 5/18/20 | -5% |
| JPMorgan Chase & Company | JPM | 5/21/20 | 8% |
| Caterpillar | CAT | 5/27/20 | 0% |
Sources: New Constructs, LLC
This article originally published on June 23, 2020.
Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, sector, style, or theme.
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