Karel's Marketocracy Fund

[BlueWolf]

I had in mind I will continue to pick 3 stocks every week from the screener, but you could give a final go ahead for the strategy. My mother wants to buy the same stocks as me, and she doesn't want to trade too much, so I was planning on using the random 3 from the 150 company list and holding for 6 weeks. The only trick the strategy has is rotating holdings every 6 weeks, as this equals market exposure in positive criteria. I was pushing for 4 weeks, but since I am here and following Karel and Karel is following MrMarket, he used a 6 weeks holding time for top 3, and had positive results.

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Here is the dump for this week:

BIIB,REGN,RPRX,UTHR,CRUS,ASTE,BDC,DRD,FDX,DD,ENS,R RX,CNX,DKL,EPD,KMI,MUSA,UGP,RIO,ZTO,MLI,TKR,TGT,IS SC,SLB,UMC,KE,BSAC,CM,VBNK,LIVN,UTMD,ABCB,AFBI,FBN C,FCBC,FHN,FUSB,FVCB,FXNC,NKSH,OBK,RRBI,SMBK,UBSI, AKO.A,AKO.B,CSCO,CNI,UNP,AX,BBT,BKU,CFFN,CZWI,TRST ,WNEB,WSFS,BKE

Maybe you can informally pick the top 3 if you have time on the weekend and I'll buy them next week.

Here's the top 3 I like. I didn't want too many banks in case there is a financial collapse. TGT, AKAM, NJR. Sorry for all the banks in the list but that is what came out.

I don’t really have the bandwidth to screen that many stocks on short notice, but I can give share my thoughts on your top 3 and a few others from your dump.

TGT: To be honest, on first blush, TGT makes me a little nervous because it has been an overall underperformer since 2021. The good news is that it has been uptrending since November, and its next reporting period is fiscal Q4, which traditionally is its best quarter (it’s a seasonal stock). I like the little pullback on the daily as an entry, even though I ideally wish it was a little deeper.

AKAM: This is an intriguing pick, especially because the share price was a little unfairly beaten down recently over hypothetical AI security concerns and (possibly) because of its association with the banking industry, which took lumps over concerns about how credit scores are going to be calculated in the future. It now looks deeply oversold and should get a nice bounce from here. Just keep in mind that earnings are coming up on May 7 and that will make or break this pick over the next six weeks.

NJR: I like this one. Looks strong with good upside potential. Earnings coming up on May 4.

Others from the list I like: REGN, UTHR, and CSCO. Sorry I just didn’t have time to break these down more.