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ICYMI: Top Focus List: Long Stock Picks for 2024, Best & Worst Sector Ratings for 1Q24, & Model Portfolio Updates

January 19, 20240Comments

by Kyle Guske II, Senior Investment Analyst, MBA

Winning Pick with More Upside

After a great 2023, this stock remains one of our top picks.

Diamond in the Semiconductor Rough

We love this picks and shovels business.

Safest Dividend Yields: Model Portfolio Update

Eleven new stock makes this month’s Model Portfolio.

Featured Stocks in Exec Comp Aligned with ROIC Model Portfolio

Get a look at one of the stocks in this month’s Model Portfolio.

1Q24 Sector Ratings for ETFs and Mutual Funds

See where each sector ranks for the first quarter of 2024.

Basic Materials

Consumer Cyclicals

Consumer Non-cyclicals

Energy

Financials

Healthcare

Industrials

Real Estate

Technology

Telecom Services

Utilities

1Q24 Sector Ratings Recap

Upcoming Research

Long Idea: 1/24/24
Dividend Growth Stocks: Model Portfolio Update: 1/26/24
Most Attractive/Most Dangerous Stocks: Model Portfolio Update: 2/2/24
here.

Coverage Updates

106: 10-Qs parsed since Jan 1.
26: 10-Ks parsed since Jan 1.
306 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.

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– DoorDash (DASH) – 9 reports
– Peloton (PTON) – 8 reports
– Target (TGT) – 7 reports
– Skechers USA (SKX) – 7 reports
– Coinbase (COIN) – 7 reports
– Oracle (ORCL) – 7 reports
– McDonald’s Corporation (MCD) – 7 reports
– HCA Healthcare (HCA) – 7 reports
– JPMorgan (JPM) – 7 reports
– Rivian Automotive (RIVN) – 7 reports
– AutoZone (AZO) – 6 reports
– Valeant (VRX) – 6 reports
– Cracker Barrel (CBRL) – 6 reports
– Best Buy (BBY) – 6 reports
– Amazon (AMZN) – 6 reports
– Verizon Communications (VZ) – 6 reports
– GameStop (GME) – 6 reports
– Cisco Systems (CSCO) – 6 reports
– Discover Financial (DFS) – 6 reports
– D.R. Horton (DHI) – 6 reports
– Alphabet (GOOGL) – 6 reports
– Colgate-Palmolive (CL) – 6 reports
– Southwest Airlines (LUV) – 6 reports
– Meritage Homes (MTH) – 6 reports
– Allison Transmission Holdings (ALSN) – 6 reports
– John B. Sanfilippo & Son (JBSS) – 5 reports
– SYSCO Corporation (SYY) – 5 reports
– Zendesk (ZEN) – 5 reports
– Amgen (AMGN) – 5 reports
– Johnson & Johnson (JNJ) – 5 reports
– Lam Research Corp (LRCX) – 5 reports
– Affirm Holdings (AFRM) – 5 reports
– Shake Shack (SHAK) – 5 reports
– Lear Corp (LEA) – 5 reports
– Universal Health Services (UHS) – 5 reports
– Ford (F) – 5 reports
– NVR Inc. (NVR) – 5 reports
– HF Sinclair (DINO) – 5 reports
– Microsoft (MSFT) – 4 reports
– Dropbox (DBX) – 4 reports
– Caterpillar (CAT) – 4 reports
– Omnicom Group (OMC) – 4 reports
– TrueCar (TRUE) – 4 reports
– Kimberly-Clark (KMB) – 4 reports
– Simon Property Group (SPG) – 4 reports
– Thor Industries (THO) – 4 reports
– Robinhood Markets (HOOD) – 4 reports
– Pinterest (PINS) – 4 reports
– Shopify (SHOP) – 4 reports
– Allstate (ALL) – 4 reports
– MasTec Inc. (MTZ) – 4 reports
– AMC Entertainment (AMC) – 4 reports
– Sweeetgreen (SG) – 4 reports
– Eventbrite (EB) – 4 reports
– Box, Inc. (BOX) – 3 reports
– Equinix (EQIX) – 3 reports
– Cummins (CMI) – 3 reports

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