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 – Lindy businesses, which are companies that are built to last for decades.

The Emerging Lindy Screen finds 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 selling something no homeowner can refuse – the problem it solves never goes away, and a rare stumble just handed us its cheapest valuation in years.

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

As of the close of trading on Thursday, July 9, the following 32 stocks met the 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)
JPMorgan Chase (JPM)
Johnson & Johnson (JNJ)
AbbVie (ABBV)
UnitedHealth Group (UNH)
Coca-Cola (KO)
Philip Morris International (PM)
Arista Networks (ANET)
Welltower (WELL)
Union Pacific (UNP)
Chubb (CB)
CVS Health (CVS)
Altria Group (MO)
The Bank of New York Mellon (BNY)
General Dynamics (GD)
Monster Beverage (MNST)
Elevance Health (ELV)
CSX (CSX)
Valero Energy (VLO)
Marathon Petroleum (MPC)
Phillips 66 (PSX)
American Electric Power Company (AEP)
Travelers (TRV)
Simon Property Group (SPG)

Presented By: The 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:

Space Exploration Technologies (SPCX)
Oracle (ORCL)
O'Reilly Automotive (ORLY)
Las Vegas Sands (LVS)
Constellation Brands (STZ)
Lennar (LEN)
Ulta Beauty (ULTA)
Avery Dennison (AVY)
Molson Coors Beverage (TAP)
X-Energy (XE)
Icahn Enterprises (IEP)
Rollins (ROL)
EquipmentShare.com (EQPT)
Mattel (MAT)
Ollie's Bargain Outlet (OLLI)
United States Lime & Minerals (USLM)

FOR PARTNERS ONLY

A Lindy Franchise Just Got Marked Down

Today's Sunday Selection comes off the 52-week-low list – and it is one of the highest-quality, boring businesses that possess many Lindy hallmarks.

This is a company people send money to every month so as not to have a problem. It sells an essential, non-discretionary service through recurring contracts, in a market that artificial intelligence is unlikely to threaten. The company has grown revenue nearly every year for six decades – through the Global Financial Crisis, through COVID, and through every rate cycle in between.

And right now it is down more than 30% from its February all-time high, sitting at a fresh 52-week low, trading at its cheapest multiple relative to its own history in years. The reasons the market has marked it down have nothing to do with the engine that actually defines the franchise – making this a compelling Lindy for today's Sunday Selection.

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