Our uniquely rigorous research[1] earned us the #1 All-Time ranking per SumZero rankings for January 2022. This ranking means our stock picks beat all other competitors on all measures, including risk, frequency of updates, and returns. We also ranked highly in the following categories:
- #1 Last Twelve Months
- #1 in Long
- #1 in Value
- #1 in Large-Cap
- #1 in Small-Cap
- #1 in Consumer Discretionary
- #1 in North America
- #2 in Short
- #6 in Healthcare
Our stock picks ranked #1 last month too. More stock-picking accolades here.
Our SumZero stock picks are drawn from our Focus List Model Portfolios, which feature the “best of the best” of our stock picks.
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Figure 1: Performance of Select Long Ideas on SumZero – Through 1/6/22
| Company | Ticker | Publish or Close Date | Outperformance as a Long Vs. S&P 500 |
| GameStop | GME | 1/28/21 | 1095%* |
| Simon Property Group | SPG | 11/16/21 | 143%* |
| HCA Healthcare | HCA | 6/22/20 | 108% |
| Williams-Sonoma | WSM | 9/14/16 | 100% |
| D.R. Horton | DHI | 4/27/20 | 78% |
Sources: New Constructs, LLC
Performance represents price performance and is not adjusted for dividends.
*Performance measured through date position was closed
Figure 2: Performance of Select Danger Zone Picks on SumZero – Through 1/6/22
| Company | Ticker | Publish Date | Outperformance as a Short Vs. S&P 500 |
| Eventbrite | EB | 9/24/18 | 110% |
| Peloton Interactive | PTON | 9/21/20 | 107% |
| Beyond Meat | BYND | 9/2/20 | 79% |
| Koss Corp | KOSS | 5/3/21 | 56% |
| Allbirds | BIRD | 9/27/21 | 34% |
Sources: New Constructs, LLC
Performance represents price performance and is not adjusted for dividends.
This article originally published on January 7, 2022.
Disclosure: David Trainer owns SPG and DHI. David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, style, or theme.
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[1] Our reports utilize our Core Earnings, a more reliable measure of profits, as demonstrated in Core Earnings: New Data & Evidence, a paper by professors at Harvard Business School (HBS) & MIT Sloan. Recently published by the Journal of Financial Economics, the paper reveals significant inaccuracies, omissions, and biases in legacy fundamental datasets while proving the superiority of our fundamental data.