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.

….

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.

[jiesen]

BW, if you feel like that's too many stocks to deal with at once, try using an LLM bot to help you out with it. Just copy the list into Gemini or whatever (Grok, etc) and ask it to do what you'd like done - 'Grok, screen these for momentum and EPS growth, for instance'. Let them help you with it, and you'll be surprised how helpful that can be.

[jiesen]

BTW I just tried that for both Grok and Gemini - Grok complained about the same thing you did - (he didn't have the bandwidth right now to help me lol) but Gemini took the task on like a champ and said this:
To screen these stocks for momentum and EPS growth, we can categorize them by their sector performance and fundamental strength. Based on recent market data, here is an analysis of how these tickers currently stack up. Top Momentum & Growth Performers


These stocks are showing the strongest combination of price strength (Relative Strength) and consistent earnings expansion.

• MUSA (Murphy USA): Exceptional momentum. This stock has consistently hit new highs driven by aggressive share buybacks and robust EPS growth in the fuel retail space.
• UTHR (United Therapeutics): Strong momentum in the biotech sector. They have maintained high double-digit EPS growth driven by their pulmonary hypertension portfolio.
• MLI (Mueller Industries): A standout in the industrial sector with high returns on invested capital and price momentum that often outpaces the broader S&P 500.
• BKE (The Buckle): Shows surprisingly resilient momentum and high yield, supported by steady earnings in a difficult retail environment.

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High EPS Growth (Fundamental Strength)


While these may have slightly less "explosive" price action than the names above, their bottom-line growth is significant.

• REGN (Regeneron): A leader in EPS growth within large-cap biotech. While momentum can be volatile based on clinical news, the fundamental earnings trajectory remains steep.
• CRUS (Cirrus Logic): High growth tied to the smartphone and audio-chip cycle. It often experiences sharp momentum swings around earnings reports.
• LIVN (LivaNova): Showing a turnaround in EPS growth, making it a "growth at a reasonable price" (GARP) candidate.

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The Financial & Banking Cluster


Your list contains a heavy concentration of regional banks (e.g., WSFS, FHN, ABCB, UBSI).

• FHN (First Horizon): Currently exhibits higher momentum than many peers due to merger-related activity and stabilizing net interest margins.
• WSFS (WSFS Financial): Generally considered a high-quality regional with steady EPS, though momentum in this sector is currently sensitive to interest rate fluctuations.

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Cyclical & Value Momentum


These names have seen a resurgence in momentum due to macro cycles rather than pure "tech-style" growth.

Ticker	Sector	Momentum Driver
FDX	Logistics	Post-restructuring EPS expansion and improved margins.
EPD / KMI	Energy	High cash flow and steady distributions; momentum is "slow and steady."
RIO	Mining	Highly dependent on iron ore prices; momentum is currently cyclical.
TGT	Retail	Recovering EPS growth as inventory issues have cleared.

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Screening Summary Table

Category	Best Tickers
Pure Momentum	MUSA, UTHR, MLI
EPS Growth Leaders	REGN, CRUS, BKE
Stable Dividends + Momentum	EPD, DKL, CM
Laggards (Low Momentum)	BIIB, CSCO, ZTO

Note: For names like R RX (potentially a typo for Regeneron or a specific fund) and AKO.A/B, liquidity is lower, which can lead to "false" momentum signals. Ensure you check the average daily volume before considering a position.

[BlueWolf]

I appreciate the input, Jiesen. I’ve tried to generate trading ideas using AI, but I haven’t had much luck. I created a mock portfolio from recommendations, and it didn’t perform well. This surprised me. I was expecting it to do pretty well, especially when it came to technical analysis, but it just didn’t. I will try running some through AI in the future to see if it at least can help me prune ideas down. It’s curious that your run came up with two of the stocks I liked from Antioch’s list: UTHR and REGN.

[jiesen]

the key is to play around with the AI chatbot for a while, and see what prompts work to get results and which ones don't... it isn't good for all questions, but is great for certain specific things you can ask, like ranking them by a certain factor, such as EPS or price volatility. And not all AI's are equal. I find Google's Gemini to be the most reliable and accurate, when compared to the other free ones available.