In a market obsessed with quarterly results and narratives that change by the week, today’s screen searches for the exact opposite – companies that are built to last for decades. The screen identifies the next generation of enduring businesses – before they’re widely recognized.
The Emerging Lindy Screen is about finding future Lindys: businesses that combine invention with discipline, transforming broken industries through structural innovation, vertical integration, and cultural resilience. The screen is designed to uncover the next Amazon or Apple – the types of compounding machines we aim to own long before the world catches on.
In today's Sunday Selection, we report on the largest distributor in its industry – right now, the market is treating a one-time pricing distortion as a permanent decline in earnings, but the distortion sits in last year's numbers and the business sits on 52 years of dividends and no debt.
To see the criteria used to create The Emerging Lindy Screen, go here.
As of the close of trading on Thursday, October 1, the following 38 stocks met these criteria:
Highs And Lows
Each week, we also monitor any stocks in the market making 52-week highs. We do this because any stock on its way to generating 2x, 3x, or 10x returns will spend a lot of time making new 52-week highs along the way. Thus, the 52-week-high list provides an opportunity to flag these potential high performers before they really break out, with a particular emphasis on lower-profile, less widely-followed stocks that might have otherwise gone unnoticed.
Notable stocks making a 52-week high this week:
- Nvidia (NVDA)
- Palo Alto Networks (PANW)
- CrowdStrike (CRWD)
- Thermo Fisher Scientific (TMO)
- Pfizer (PFE)
- Fortinet (FTNT)
- Lumentum (LITE)
- Warner Bros. Discovery (WBD)
- Keysight Technologies (KEYS)
- Natera (NTRA)
- Everpure (P)
- Okta (OKTA)
- Biogen (BIIB)
- Guardant Health (GH)
- Twist Bioscience (TWST)
- Bio-Techne (TECH)
- Globalstar (GSAT)
- PBF Energy (PBF)
- Zeta Global (ZETA)
- Hinge Health (HNGE)
- Silicon Laboratories (SLAB)
- Arcosa (ACA)
- TXNM Energy (TXNM)
- International Seaways (INSW)
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We also monitor stocks on the 52-week-low list. In many cases, the names on this list are there for good reason – the market is often correctly pricing in weak fundamentals. However, once in a while, a great business with excellent long-term prospects finds itself on this list due to a temporary setback. This can create the rare opportunity to buy top-shelf merchandise at bargain-basement prices.
Notable stocks making a 52-week low last week:
- The Home Depot (HD)
- American Express (AXP)
- T-Mobile U.S. (TMUS)
- PepsiCo (PEP)
- McDonald's (MCD)
- NextEra Energy (NEE)
- Stryker (SYK)
- Lowe's (LOW)
- Sanofi (SNY)
- Southern Company (SO)
- AppLovin (APP)
- Duke Energy (DUK)
- Comcast (CMCSA)
- Northrop Grumman (NOC)
- O'Reilly Automotive (ORLY)
- Boston Scientific (BSX)
- TransDigm Group (TDG)
- Aon (AON)
- CRH (CRH)
- Nike (NKE)
- Corteva (CTVA)
- DBA Sempra (SRE)
- Honeywell Aerospace (HONA)
- AutoZone (AZO)
- L3Harris Technologies (LHX)
When A Necessity Goes On Sale
This week's Sunday Selection comes off the 52-week low list. It's a Lindy business that's been run by the same family since 1972. It has paid a dividend for 52 consecutive years, has no debt, and handles about one-fifth of the units sold in its market. The product is a necessity, and most purchases happen as needed replacements.
The stock closed at a new low this week, 47% below its 2024 high, the deepest decline since 2008. The cause is a regulatory and a one-time pricing distortion that sits in last year's numbers, rather than a flaw in the business. In the meantime, the company has announced its largest acquisition in years, and the shares pay their highest dividend yield since 2020.
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