Markets marched to new record highs as the rate cut momentum from last week carried on. Markets also got a boost from the liquidity bomb the Chinese government dropped on its markets, which are up well over 10% in the last week.

Next up – 3Q24 earnings season! To get our clients ready, we published our earnings season previews, which highlight the one stock:

  1. most likely to beat 3Q24 estimates and
  2. most likely to miss 3Q24 estimates. 

We spent much of the week updating positions in multiple Danger Zone picks, while also updating our Focus List Stocks: Short Model Portfolio and the Zombie Stocks list. 

If you missed our latest discovery, i.e. a new criteria to Super Charge our Stock Ratings, be on the lookout for an email regarding the Encore presentation soon.

We published the latest Dividend Growth Stocks Model Portfolio and offered a featured stock from our Exec Comp Aligned with ROIC Model Portfolio.  

We added a new Account Dashboard feature to our website for clients.

Last but certainly not least – we want to share a special presentation David Trainer will be doing next week: Red Stocks-Blue Stocks: The Top Stocks to Invest In for Both Candidates. Details here.

Links to all the published research are below along with a preview for next week’s research.  

We hope you have a great weekend.

One Stock Most likely to Beat 3Q24 Estimates

One Stock Most likely to Miss 3Q24 Estimates

New Feature: Account Dashboard with Subscription Details

September’s Dividend Growth Stocks Model Portfolio Update

Focus List Stocks: Short Model Portfolio Update

Position Close Update: Zombie Stock Up in Smoke

Closing Danger Zone Picks in September 2024

Featured Stock from September’s Exec Comp Aligned with ROIC Model Portfolio

Danger Zone Podcast 9/16/24: Why This Alternative Energy Company Is In the Danger Zone

Upcoming Research

Coverage Updates

  • 213: 10-Qs parsed since Sep 1.
  • 71: 10-Ks parsed since Sep 1.
  • 81 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.