Monthly

I’ll be honest with you up front: this was a thin month. The scan pulled 190 names this time. Out of all of them, only 5 showed up on more than one source. Zero made it to high conviction. And that tells you something before we even look at a single ticker. As covered in our research foundation post, industry selection accounts for roughly 37% of a stock’s price movement. Getting the group context right is half the battle. But some months the signal is loud, and some months it whispers. This one whispered. ...