The Emerging Lindy Stock Screen: Finding Tomorrow’s Winners

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 a company building the physical backbone of automated commerce – its robots move millions of cases a day, and the largest retailer in the country bet its warehouses on them.

To see the criteria used to create The Emerging Lindy Screen, go here.

As of the close of trading on Thursday, June 4, the following 25 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:

Apple (AAPL)
Eli Lilly (LLY)
Cisco Systems (CSCO)
Caterpillar (CAT)
Lam Research (LRCX)
Applied Materials (AMAT)
UnitedHealth Group (UNH)
Morgan Stanley (MS)
Goldman Sachs (GS)
KLA (KLAC)
Marvell Technology (MRVL)
Linde (LIN)
Citigroup (C)
Analog Devices (ADI)
Prologis (PLD)
Cadence Design Systems (CDNS)
Fortinet (FTNT)
Marriott International (MAR)
Bank of New York Mellon (BNY)
Johnson Controls International (JCI)
Elevance Health (ELV)
SLB (SLB)
Monster Beverage (MNST)
CSX (CSX)
Marathon Petroleum (MPC)

Presented by: Golden Portfolio

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:

Procter & Gamble (PG)
McDonald's (MCD)
T-Mobile U.S. (TMUS)
AT&T (T)
Lowe's (LOW)
Comcast (CMCSA)
Intuit (INTU)
Marsh & McLennan (MRSH)
Public Service Enterprise (PEG)
Chipotle Mexican Grill (CMG)
Kimberly-Clark (KMB)
Copart (CPRT)
Otis Worldwide (OTIS)
American Water Works (AWK)
Expand Energy (EXE)
CMS Energy (CMS)
Fidelity National Information Services (FIS)
Ulta Beauty (ULTA)
Charter Communications (CHTR)
General Mills (GIS)
Leidos (LDOS)
Li Auto (LI)
Grab (GRAB)

FOR PARTNERS ONLY

The Robotics Stock Wall Street Is Ignoring

Markets love a good AI story. And right now one of the hottest narratives is humanoid robots taking over the world. Like Tesla’s Optimus or Boston Dynamics’ Atlas that can do a backflip. The keynotes and sci-fi headlines promise robots that will be your five-star chef, fold your laundry, and walk the dog. The headlines are cinematic, but the revenue is mostly hypothetical.

But the next big artificial intelligence (“AI”) opportunity is shifting from clever software to the physical equipment and infrastructure that lets AI do real jobs in the real world. While markets chase humanoid headlines, a mature, profitable, AI‑orchestrated robotics platform in Massachusetts is quietly compounding cash flows.

This company’s robots are different from the Musk-esque butler-style prototypes. They don’t walk or perform backflips. They move through warehouse racking systems at high speed, picking individual cases 5x faster than humans and building pallets with a precision that reduces product damage 30%. They do this millions of times per day, inside real distribution centers, for real customers, generating real revenue.

We screened this stock from a universe of notable movers – it’s down nearly 50% from its November high. The earnings and trajectory over the next several years tells a story the current price does not reflect.

(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.)