Mine vs Saul's

While on Saul’s web site several posters have picked several of interesting stocks to watch
( DDOG, MNDY, ZS, S, NET, SNOW, BILL, UPST, CRWD, MDB, TTD)
I just couldn’t get excited about any of them right now.

https://discussion.fool.com/my-portfolio-at-the-end-of-march-350…

https://finviz.com/screener.ashx?v=141&t=DDOG,MNDY,ZS,S,…

Here is my list based on

  • good Zacks ratings,
  • good Navellier growth ratings,
  • good fundamentals from IBD
  • good technicals (e.g, CCI, MACD,)

MUSA, NUE, STLD, CF, BSM, CNX, NTR, VRTX

https://finviz.com/screener.ashx?v=141&t=MUSA,NUE,STLD,C…

8 Likes

Tpoto- WOW!!! I surely like your picks better. Especially when I look at your finviz’s as well as when I put all of your’s on a bigcharts graph together and compare to a graph of Saul’s together. That being said I do own 2 of Sauls “SNOW & UPST”. Actually I see your picks more as WWL Momentum picks rather than CCI or MACD picks.

Please consider posting similar occasionally or about once a month as I prefer these picks over many of the screens I follow on “Mechanical Investing”.

Russ

1 Like

topoto,

I noticed on your list with superb impressive results (vs. companies on Saul’s board) CF Industries Holdings (CF), an agricultural fertilizer company among other sector companies that I have bought and sold since 2007 to date. Back on 6/18/2015, after reaching a 52-week high stock price of $323.98, CF Industries stock split 5:1, and I made the following 7/28/2015 post - Fertilizer industry consolidation efforts - at Saul’s board that compared CF with potash producers Potash Corp, Mosaic and Agrium.
7/28/215 Fertilizer industry consolidation efforts
https://discussion.fool.com/fertilizer-industry-consolidation-ef…

More recently, when the Biden Administration implemented actions against fossil fuels, I conducted my due diligence on the impact on the agricultural fertilizer sector among others and decided to invest in CF, Intrepid Potash (IPI) and Mosaic (MOS). At present, these companies have realized substantial gains in share price over the recent 2-year period as shown in the following Big Chart:
2-year gain for CF Industries (CF), Intrepid Potash (IPI) and Mosaic (MOS)
https://bigcharts.marketwatch.com/advchart/frames/frames.asp…

I hope you don’t mind, but I took the liberty of adding IPI and MOS (which may not comply with your listed bases) to your listing and got the following impressive results:
https://finviz.com/screener.ashx?v=141&o=-perf4w&t=I…

I greatly appreciate your noteworthy postings here.

Regards,
Ray

2 Likes

tpoto,

Excellent selections, keep up the good work. The beauties are in my 2% theory portfolio.

Regards,

Quillpenn -

So here's how we did for the week-

(Being in the right sector helped-
but that can and does change...)

<b>Tpoto	Ticker	Perf Week
1	NUE	12.45%
2	MUSA	10.73%
3	STLD	9.96%
4	NTR	5.18%
5	CNX	4.98%
6	BSM	2.00%
7	VRTX	0.51%
8	CF	-0.05%
Average		5.72%</b>

Saul's board	Ticker	Perf Week
1	S	11.40%
2	CRWD	5.57%
3	BILL	2.22%
4	ZS	1.99%
5	DDOG	1.62%
6	MDB	1.44%
7	NET	1.38%
8	TTD	-0.46%
9	MNDY	-1.30%
10	UPST	-2.49%
11	SNOW	-5.32%
Average		1.46%
		
For comparison purposes- the major ETFs:
		
No.	Ticker	Perf Week
1	DIA	1.72%
2	SPY	1.16%
3	QQQ	1.58%

--results from [finviz.com](http://finviz.com)
6 Likes