Our uniquely rigorous research[1] earned us #1 All-Time plus nine other #1 rankings – again – on SumZero for August 2022. #1 All-Time means our stock picks beat all other competitors on all measures.
- #1 Last Twelve Months
- #1 in Long
- #1 in Short
- #1 in Value
- #1 in North America
- #1 in Large Cap
- #1 in Mid Cap
- #1 in Small Cap
- #1 in Consumer Discretionary
- #2 in Consumer Staples
- #2 in Energy
- #2 in Industrials
- #7 in Healthcare
Enduring value: Our stock picks have ranked #1 in at least one category every month since May 2021. More stock-picking accolades here.
Our SumZero stock picks come from our Focus List Stocks: Long and Focus List Stocks: Short Model Portfolios, which feature the “best of the best” of our stock picks.
The Focus List Stocks: Long has outperformed the S&P 500[2] by 34% and the Focus List Stocks: Short has outperformed shorting the S&P 500 by 48% since the start of 2021.
Get the latest Focus List Stocks: Long Model Portfolio here and Focus List Stocks: Short Model Portfolio here.
How you can make more $: Pro members get updates to the Focus Lists in real time, and all paying members get our research before syndication to SumZero and other platforms.
SumZero is an exclusive buy-side-only 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 8/4/22
| Company | Ticker | Publish Date | Outperformance as a Long Vs. S&P 500 |
| HCA Healthcare | HCA | 6/22/20 | 83% |
| AutoZone Inc. | AZO | 11/7/20 | 67% |
| Alphabet, Inc. | GOOGL | 2/15/18 | 65% |
| MasTec Inc. | MTZ | 6/10/20 | 61% |
| Target Corporation | TGT | 6/5/19 | 48% |
Sources: New Constructs, LLC
Performance represents price performance and is not adjusted for dividends.
Figure 2: Performance of Select Danger Zone Picks on SumZero – Through 8/4/22
| Company | Ticker | Publish Date | Outperformance as a Short Vs. S&P 500 |
| Lyft Inc. | LYFT | 3/12/19 | 127% |
| Eventbrite | EB | 9/24/18 | 118% |
| Peloton Interactive | PTON | 9/21/20 | 115% |
| Carvana | CVNA | 8/26/20 | 103% |
| Beyond Meat | BYND | 9/2/20 | 92% |
Sources: New Constructs, LLC
Performance represents price performance and is not adjusted for dividends.
This article originally published on August 5, 2022.
Disclosure: David Trainer, Kyle Guske II, Matt Shuler, and Brian Pellegrini 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.