Happy new year to everyone! Cheers to a year filled with success and happiness! With the wildfires on one side of the country and a winter storm brewing on the other, we hope you and your loved ones are all safe.

The current wildfire in L.A. is expected to be more costly than the 2018 Camp Fire, which would make it the costliest in U.S. history. As you’d expect this event is impacting insurers, with Chubb (CB), Allstate (ALL), Prudential (PRU), and many other insurance stocks are trending lower this week.

The overall market is off to a slow start in 2025. After the better-than-expected jobs report and worse-than-expected inflation expectations report, the S&P 500 and Nasdaq were both down around 2% during Friday’s morning trading and down year-to-date. Could we be seeing the first signs of a major market correction? CEO David Trainer recently shared his thoughts on a potential market crash in a client webinar – see it here.  

For more insights, don’t forget to sign up for our live podcast next Friday, January 17th at 12pm ET. We will talk about everything happening in the market, discuss the topics and questions posted in our online community, and take requests from those that join us live for stock picks to review!

Now on to this week’s published research.

We started 2025 off hot, ranking #1 for stock picking across multiple categories like Industrials and Consumer Staples on SumZero, as well as ranking in the top ten in multiple other categories.

Our CEO David Trainer touched on multiple topics to get you started right this year. Wondering how to approach investing in the new year or how to get confidence in the quality of the stocks in your portfolio? He’s got you covered. Unsure how to handle a potential market crash? Look no further.

On the Model Portfolio front, we published the latest Most Attractive Stocks and Most Dangerous Stocks Model Portfolios. We also published reports on the 2024 performance of both our Focus List Stocks: Long and Focus List Stocks: Short Model Portfolios.

Links to all our newly published research are below along with a preview for next week’s research.  

We hope you have a great week!

Live Podcast: Prepare For a Market Crash or Bull Run

Join our live podcast happening on Friday, January 17th at 12pm ET.

This Week’s E-Letters from David Trainer

New Year’s Resolutions That Work

Whose Numbers Can You Trust?

When Will The Stock Market Crash?

#1-Ranked Stock Picker on SumZero Again!

Focus List Stocks: Long 2024 Performance

Focus List Stocks: Short 2024 Performance

Most Attractive Stocks Model Portfolio Update for January

Most Dangerous Stocks Model Portfolio Update for January

Upcoming Research

Coverage Updates

  • 51: 10-Qs parsed since Jan 1.
  • 12: 10-Ks parsed since Jan 1.
  • 108 stocks, ETFs & mutual funds added to our coverage universe over the last 3 months.