During the past week, we’ve had 5 target captures for watchlist plays that include ECL, DK, MEOH, MSA, EGN.
We added the following to the watchlist this week… MNTA, UFCS, TVPT, LULU, MPC, RHP.
The idea generator has 13 new signals including: NETE, COP, E, LW, I, ATHM, CVLT, FSM, AMN, ANGO, NVCR, APC, PLT.
The following have been showing up on our radar of late: ABCD, APOG, BCOV, BPY, GPRK, I, NVCR, OLBK, RELL, RFIL, VNOM, E, HFC.
The model portfolio is up 9%, relative to the S&P which is up 2.7% over the same period.
In other news…
Keeping an eye on the weekly ETF flows, it looks like inflows are returning to U. S. equity ETFs with $11 billion in total, and year-to-date inflows now standing at $82.1 billion.
Meanwhile small caps continue to outperform larger cap stocks.
We’re coming off the the extreme fear levels as we bump up against overhead resistance.
Have a great weekend!
