The Emerging Lindy Stock Screen: Uncovering 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.

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

As of the close of trading on Thursday, March 5, the following 35 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:

Chevron (CVX)
Verizon Communications (VZ)
AT&T (T)
TJX Companies (TJX)
Union Pacific (UNP)
Duke Energy (DUK)
Waste Management (WM)
General Dynamics (GD)
Williams Companies (WMB)
Kinder Morgan (KMI)
American Electric Power (AEP)
EOG Resources (EOG)
Norfolk Southern (NSC)
Ross Stores (ROST)
Valero Energy (VLO)
Phillips 66 (PSX)
Travelers Companies (TRV)
Simon Property Group (SPG)
Digital Realty Trust (DLR)
Allstate (ALL)
Xcel Energy (XEL)
Diamondback Energy (FANG)
Electronic Arts (EA)
Exelon (EXC)
Entergy (ETR)
EQT (EQT)

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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:

Sanofi (SNY)
General Mills (GIS)
Builders FirstSource (BLDR)
Diageo plc (DEO)
Adyen N.V. (ADYEY)
Campbell's (CPB)
FirstService (FSV)
Mobileye Global (MBLY)
SOLV Energy (MWH)
Universal Display (OLED)
Merit Medical Systems (MMSI)
First Financial Bankshares (FFIN)
Itron (ITRI)
Asbury Automotive (ABG)
Burford Capital (BUR)
Peloton Interactive (PTON)

FOR PARTNERS ONLY

A High-Quality Compounder With Insider Conviction

This week’s Sunday Selection comes off the 52-week-low list – but what caught our attention were two large insider purchases. More importantly, this company sits at the leading edge of a much bigger trend: the consumerization of healthcare.

Patients no longer want to feel like medical experiments. They want care that’s customized, discreet, and frictionless – technology that fits into daily life and connects seamlessly to a smartphone. Today’s selection is doing exactly that, and the business has been quietly outperforming Wall Street’s expectations.

(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.)