Finding Value In The Modified Munger Screen

This week’s Stock Screen is inspired by the late Charlie Munger, Warren Buffett’s business partner, who once described a dead-simple strategy for beating the market:

“If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time. The problem is, few human beings have that kind of discipline."

As of Thursday’s close, this screen produced the following 27 stocks:

To see the criteria applied to create our Modified Munger Screen, click here.

Questions about our Stock Screen?... drop us an email at porterstansberrydirect@gmail.com.

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 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 new 52-week highs last week:

• Analog Devices (ADI)

• Archer-Daniels-Midland (ADM)

• Advanced Energy Industries (AEIS)

• Applied Industrial Technologies (AIT)

• Albemarle (ALB)

• Applied Materials (AMAT)

• Ametek (AME)

• Amgen (AMGN)

• Amkor Technology (AMKR)

• Amphenol (APH)

• Axsome Therapeutics (AXSM)

• Credicorp (BAP)

• Bunge Limited (BG)

• Baker Hughes (BKR)

• Boeing (BA)

• Caterpillar (CAT)

• Peabody (BTU)

• Callaway Golf (CALY)

• Cboe Global Markets (CBOE)

• Coeur Mining (CDE)

• Citizens Financial (CFG)

• Comerica Incorporated (CMA)

• Cummins (CMI)

• ExxonMobil (XOM)

• Franco-Nevada (FNV)

• Herbalife (HLF)

• Johnson & Johnson (JNJ)

• Intel (INTC)

• Lam Research (LRCX)

• Lockheed Martin (LMT)

---

11 Straight Sessions. The Longest Streak Since 2008.

Presented by Jared Dillian Money

In this advertisement from our friends at Jared Dillian Money, former Lehman trader Jared Dillian (one of Porter Stansberry’s top 3 favorite newsletter writers) and “secret weapon” senior analyst Adam Crawford predicted the small-cap rotation months ago that is happening now, and they have the receipts to prove it. Jared and Adam positioned early and three of their picks are already up double digits.

Click here now while there’s still time to see how they’re already delivering double-digit returns in 2026.

Editor’s Note: This post is sponsored by our friends at Jared Dillian Money. We only accept advertising from publishers we know to offer well-researched ideas vetted by a legal team, excellent customer service, and reasonable refund policies.

We do not, however, make any representations about their investment ideas, nor will we warrant them as equal to our own.

Porter & Co. also may disagree with the ideas presented by our sponsors but we understand there’s more than one way to skin a cat. With that said, you can check out what Jared is predicting by clicking here.

---

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 their 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 new 52-week lows last week:

• Abbott Laboratories (ABT)

• American International Group (AIG)

• Adobe (ADBE)

• McCormick & Company (MKC)

• RLI (RLI)

• Salesforce (CRM)

• Intuit (INTU)

• ServiceNow (NOW)

• Figma (FIG)

• Netflix (NFLX)

• Paychex (PAYX)

• Workday (WDAY)

• PayPal (PYPL)

• T-Mobile US (TMUS)

• Twenty One Capital (XXI)

FOR PARTNERS ONLY

This week’s Saturday Selection comes off the 52-week-low list. It’s an innovative, hypergrowth company that has transformed how teams work across one of the most important trends of the past 15 years: product development and product management.

This company is positioning itself as foundational infrastructure for product teams building modern software companies – targeting a new generation of customers whose workflows didn’t exist a decade ago. But the most important part of this story isn’t the market that exists today – but the one that’s still being built.

(To become a Partner Pass member, contact our Customer Care team at 888-610-8895, internationally at +1 443-815-4447, or via email at support@porterandcompanyresearch.com.)