Our proven-superior research[1] earned us #1 All-Time plus ten other #1 rankings – again – on SumZero for May 2024. #1 All-Time means our stock picks beat all other competitors on all measures.
Every month since May 2021, our stock picks have ranked #1 in multiple categories. Thirty six consecutive months of superior stock picking is no small feat, especially across so many categories:
- #1 in Long
- #1 in Short
- #1 in Value
- #1 in North America
- #1 in Large Cap
- #1 in Small Cap
- #1 in Energy
- #1 in Consumer Discretionary
- #1 in Industrials
- #1 in Consumer Staples
- #2 in Materials
- #6 in Healthcare
- #7 in Micro Cap
Our SumZero stock picks come from our Focus List Stocks: Long and Focus List Stocks: Short Model Portfolios, which feature our best stock picks.
From January 2021 through 1Q24, the Focus List Stocks: Long Model Portfolio has outperformed the S&P 500[2] by 32%, and the Focus List Stocks: Short Model Portfolio has outperformed shorting the S&P 500 by 40%.
Get the latest Focus List Stocks: Long here and Focus List Stocks: Short here. For real-time tracking of these portfolios, see the index created for the Focus List Stocks: Long here and the Focus List Stocks: Short here.
Professional members get updates to the Focus Lists in real time and get our research before syndication to SumZero and other platforms.
SumZero is an exclusive buy-side community with over 16,000 pre-screened professional portfolio managers that compete for these rankings.
Figure 1: Performance of Select Long Ideas on SumZero – Through 5/8/24*
| Company | Ticker | Publish Date | Outperformance Vs. S&P 500 |
| HCA Healthcare | HCA | 6/22/20 | 149% |
| D.R. Horton | DHI | 4/27/20 | 137% |
| NVR Inc. | NVR | 4/17/17 | 137% |
| AutoZone Inc. | AZO | 11/4/20 | 113% |
| Phillips 66 | PSX | 7/29/20 | 73% |
Sources: New Constructs, LLC
*Performance on a price return basis, exclusive of dividends.
Figure 2: Performance of Select Danger Zone Picks on SumZero – Through 5/8/24*
| Company | Ticker | Publish Date | Outperformance as a Short Vs. S&P 500 |
| Eventbrite | EB | 9/24/18 | 163% |
| Lyft Inc. | LYFT | 3/12/19 | 162% |
| Peloton Interactive | PTON | 9/21/20 | 152% |
| Beyond Meat | BYND | 9/2/20 | 144% |
| AMC Entertainment | AMC | 4/12/21 | 122% |
Sources: New Constructs, LLC
*Performance on a price return basis, exclusive of dividends.
This article was originally published on May 8, 2024.
Disclosure: David Trainer owns DHI. David Trainer, Kyle Guske II, and Hakan Salt receive no compensation to write about any specific stock, style, or theme.
Questions on this report or others? Join our Society of Intelligent Investors and connect with us directly.
[1] The Journal of Financial Economics features the superiority of our Core Earnings in Core Earnings: New Data & Evidence.
[2] Stocks are in the Focus List Model Portfolios for different periods of time as we open and close positions during the year. When measuring outperformance of the Focus List Model Portfolios, we compare each stock’s return to the S&P 500’s return for the time each is in the Focus List Model Portfolios. This approach provides more of an apples-to-apples comparison of how each stock performed vs. the S&P 500.