Our uniquely rigorous research[1] earned us #1 All-Time plus eleven other #1 rankings – again – on SumZero for January 2023. #1 All-Time means our stock picks beat all other competitors on all measures. Other categories where we rank include:
- #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
- #1 in Industrials
- #1 in Consumer Staples
- #2 in Energy
- #5 in Financials
- #5 in Healthcare
- #6 in Western Europe
- #7 in Micro Cap
Enduring value: Our stock picks have ranked #1 in at least one category every month since May 2021. 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 to the end of 2022, the Focus List Stocks: Long Model Portfolio has outperformed the S&P 500[2] by 39% and the Focus List Stocks: Short Model Portfolio has outperformed shorting the S&P 500 by 39%, as well. Get the latest Focus List Stocks: Long Model Portfolio here and Focus List Stocks: Short Model Portfolio here.
How you can make more $: New Professional (previously known as Unlimited) 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 1/9/23*
| Company | Ticker | Publish Date | Outperformance as a Long Vs. S&P 500 |
| HCA Healthcare | HCA | 6/22/20 | 130% |
| MasTec Inc. | MTZ | 6/10/20 | 121% |
| AutoZone Inc. | AZO | 11/4/20 | 102% |
| HF Sinclair | DINO | 7/8/20 | 68% |
| Target Corporation | TGT | 6/5/19 | 46% |
Sources: New Constructs, LLC
*Performance on a price return basis, exclusive of dividends.
Figure 2: Performance of Select Danger Zone Picks on SumZero – Through 1/9/23*
| Company | Ticker | Publish Date | Outperformance as a Short Vs. S&P 500 |
| Lyft Inc. | LYFT | 3/12/19 | 123% |
| Eventbrite | EB | 9/24/18 | 117% |
| Carvana | CVNA | 8/26/20 | 110% |
| Peloton Interactive | PTON | 9/21/20 | 108% |
| Beyond Meat | BYND | 9/2/20 | 102% |
Sources: New Constructs, LLC
*Performance on a price return basis, exclusive of dividends.
This article was originally published on January 10, 2023.
Disclosure: David Trainer, Kyle Guske II, Matt Shuler, and Italo Mendonça 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.