Our proven-superior research[1] earned us three #1 rankings – again – on SumZero for November 2024.
For 42 consecutive months since May 2021, our stock picks have ranked #1 in multiple categories. 42 consecutive months of superior stock picking is no small feat, especially across so many categories:
- #1 in Consumer Discretionary
- #1 in Industrials
- #1 in Consumer Staples
- #2 in Long
- #3 in Large Cap
- #5 in Micro Cap
- #8 in Materials
- #10 in Healthcare
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 3Q24, the Focus List Stocks: Long Model Portfolio has outperformed the S&P 500[2] by 19%, and the Focus List Stocks: Short Model Portfolio has outperformed shorting the S&P 500 by 44%.
Get the latest Focus List Stocks: Long here and 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 11/18/24*
| Company | Ticker | Publish Date | Outperformance Vs. S&P 500 |
| HCA Healthcare | HCA | 6/22/20 | 151% |
| D.R. Horton | DHI | 4/27/20 | 136% |
| Allison Transmission | ALSN | 6/15/20 | 119% |
| AutoZone Inc. | AZO | 11/4/20 | 102% |
| Owens Corning | OC | 1/26/22 | 88% |
Sources: New Constructs, LLC
*Performance on a price return basis, exclusive of dividends.
Figure 2: Performance of Select Danger Zone Picks on SumZero – Through 11/18/24*
| Company | Ticker | Publish Date | Outperformance as a Short Vs. S&P 500 |
| Eventbrite | EB | 9/24/18 | 193% |
| Lyft Inc. | LYFT | 3/12/19 | 189% |
| Peloton Interactive | PTON | 9/21/20 | 170% |
| Beyond Meat | BYND | 9/2/20 | 167% |
| AMC Entertainment | AMC | 4/12/21 | 137% |
Sources: New Constructs, LLC
*Performance on a price return basis, exclusive of dividends.
This article was originally published on November 19, 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.
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[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.