Epicenter
Covid must hurt stocks
Top 35 “Power Epicenter Trifecta” Stock Ideas
This list was published in the FIRST WORD dated April 9, 2020. We’ve republished it here in order to highlight it for our valued subscribers.
STRATEGY: Updating our Power Trifecta, adding net 10 stocks, now Power Trifecta 35 (*)We are updating our Power Trifecta list. In this rebalance, 3 stocks are deleted and 13 stocks are added. Thus, the total number of stocks has risen by 10 to 35. This makes sense given the recent pullback in the Epicenter names (more stocks are attractive).
3 Deletions:
$PBCT, $NVT, $VNO
13 Additions:
$AZO, $HOG, $GRMN, $MGM, $WH, $GPS, $LB, $VIRT, $AGCO, $OC, $UBER. $EXP, $NUE
35 “Power Trifecta” Stocks Ideas:
Consumer Discretionary:
$AZO, $HOG, $GRMN, $RL, $MGM, $NCLH, $RCL, $WH, $GPS, $LB
Financials:
$NYCB, $VIRT
Industrials:
$AGCO, $OC, $DAL, $KEX, $UBER
Energy:
$XOM, $HP, $NOV, $SLB, $COP, $EOG, $MRO, $MUR, $HFC, $PSX
Materials:
$EXP, $NUE
Real Estate:
$BXP, $HIW, $JBGS, $UDR, $KIM, $WRI
Source: FSInsight, Bloomberg
(*) the 35 “Power Epicenter Trifecta” stock ideas are the subset of the original 108 “Epicenter Trifecta” stock list. For the full list of our original “Epicenter Trifecta” stock list, please click the link below. Please note that the stocks rated OW on this list meet the requirements of our i...
Choose one of our yearly plans to save nearly 15%
More from the author
Articles Read 2/2
🎁 Unlock 1 extra article by joining our Community!
You’ve reached your limit of 2 free monthly articles. Please enter your email to unlock 1 more articles.
Already have an account? Sign In 317d40-6feafd-b795a9-db6ccd-fc0f0f
Already have an account? Sign In 317d40-6feafd-b795a9-db6ccd-fc0f0f