On Tuesday, 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 for the live webinar which will begin at 11 am. The deck is also included as an attachment to this email.
If you have not yet registered, sign up with the webinar block below.
We are introducing a tactical stock list called “Super Grannies” (long) and “Sleeper Grannies” which are derived from our core stock list of 37 ideas called “Granny Shots”:
- The rationale is many clients ask us to narrow this list of 37 names down to a list of “fresh money” ideas.
- We established a criteria of 4 factors to narrow the list to tactical buys:
– fundamentals using DQM model managed by “tireless Ken”
– IBD momentum rating
– technical strength measured by Price >20 DMA, 20 DMA vs 200 DMA and combos
– Mark Newton’s judgement on technical outlook - We have 5 tactical buys aka “Super Grannies”
– Fiserv ($FISV)
– Fortinet ($FTNT)
– Intuitive Surgical ($ISRG)
– Monster Beverage ($MNST)
– On Semiconductor ($ON) - We plan to update “Super Grannies” and “Sleeper Grannies” monthly
- This is our 4th Strategic call in 2023:
– 12/14/22: Initial 2023 forecast S&P 500 gain >20% to 4,750
– Top sectors: FAANG, Technology, Industrials, Energy
– UW sectors: Staples, Real Estates, Utilities
– 5/1/23: Tactical “Buy” on Industrials on global PMIs bottoming
– 5/7/23: Tactical “Buy” on Regional Banks as Fed has “temporary put”
– 5/23/23: Introduce “Super Grannies” and “Sleeper Grannies”
Please tune into our webinar for fuller discussion.
