This week’s Sunday Screener 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 38 stocks:
To see the criteria applied to create our Modified Munger Screen, click here.
Questions about our Sunday Screener?… 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:
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Eli Lilly (LLY)
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Lam Research (LRCX)
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Applied Materials (AMAT)
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UnitedHealth (UNH)
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Coca-Cola (KO)
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KLA (KLAC)
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Merck (MRK)
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SanDisk (SNDK)
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Linde (LIN)
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Citigroup (C)
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The TJX Companies (TJX)
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CVS Health (CVS)
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Marriott International (MAR)
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The Bank of New York Mellon (BNY)
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General Dynamics (GD)
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Monster Beverage (MNST)
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CSX (CSX)
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FedEx (FDX)
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Hilton Worldwide (HLT)
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Ross Stores (ROST)
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Simon Property Group (SPG)
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The Travelers Companies (TRV)
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W.W. Grainger (GWW)
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 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:
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Uber Technologies (UBER)
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Salesforce (CRM)
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Capital One Financial (COF)
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Adobe (ADBE)
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Constellation Energy (CEG)
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Intercontinental Exchange (ICE)
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Intuit (INTU)
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Boston Scientific (BSX)
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Autodesk (ADSK)
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Fiserv (FISV)
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Otis Worldwide (OTIS)
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NRG Energy (NRG)
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Expand Energy (EXE)
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Fidelity National Information Services (FIS)
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Leidos (LDOS)
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PTC (PTC)
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Wise (WSE)
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Avery Dennison (AVY)
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Trimble (TRMB)
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Bentley Systems (BSY)
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Jack Henry & Associates (JKHY)
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The Trade Desk (TTD)
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Zillow (ZG)
Porter & Co. Stevenson, Maryland