Stock Selection Top 5% US – December 2021 🇺🇸

Stock Selection US – December 2021 🇺🇸

➡ These are the stocks making the top 5%, according to the RQM strategy.

In order to provide a more detailed analysis, we provide this additional information:

  • Results split into Micro, Medium and Large Companies
  • A downloadable CSV to check in detail all the companies analyzed.

The universe of investable companies: NYSE, NASDAQ & AMEX.

Top Stock Selection Micro CAPS US < 500M 🥉

This month only 8 clear BUYERs, with a special focus on the primary resources and asset management firms.

CODX: Co-Diagnostics, Inc., a molecular diagnostics company, develops, manufactures, and sells reagents used for diagnostic tests that function through the detection and/or analysis of nucleic acid molecules. It offers polymerase chain reaction (PCR) diagnostic tests for COVID-19. The company was incorporated in 2013 and is headquartered in Salt Lake City, Utah.

HNNA: Hennessy Advisors, (1989,  Novato, California) is publicly owned investment manager. It provides its services to Hennessy Funds and investment companies. The firm launches and manages equity, fixed income, and balanced mutual funds. It invests in the public equity and fixed income markets across the globe.

LMFA: LM Funding America, (2008, Tampa, Florida) LM Funding, LLC, operates as a specialty finance company. It provides funding to nonprofit community associations (Associations) primarily located in the state of Florida, as well as in the states of Washington, Colorado, and Illinois. The company offers funding to Associations by purchasing their rights under delinquent accounts that are selected by the Associations arising from unpaid Association assessments.

MN: Manning & Napier, Inc (1970, Fairport, New York) is publicly owned investment manager. It provides its services to net worth individuals and institutions, including 401(k) plans, pension plans, taft-hartley plans, endowments and foundations.

JRSH: Jerash Holdings (US) manufactures and exports customized and readymade sport and outerwear. The company offers jackets, polo shirts, t-shirts, pants, and shorts made from knitted fabric, as well as personal protective equipment.

NC: NACCO Industries, (1913, Cleveland, Ohio) engages in the mining and natural resources businesses. The company operates through three segments: Coal Mining, North American Mining, and Minerals Management.

VOC: VOC Energy Trust acquires and holds a term net profits interest of the net proceeds from production and sale of the interests in oil and natural gas properties in the states of Kansas and Texas.

VCTR: Victory Capital Holdings (2013, San Antonio, Texas) operates as an asset management company worldwide. It offers investment management, fund administration, fund compliance, fund transfer agent, and fund distribution services. The company provides specialized investment strategies to institutions, intermediaries, retirement platforms, and individual investors. As of December 31, 2020, its franchises and solutions platform managed a set of 117 investment strategies for a range of institutional and retail clients, and direct investors.

BKEPP: Blueknight Energy Partners, L.P. provides integrated terminalling services for companies engaged in the production, distribution, and handling of liquid asphalt in the United States. As of March 4, 2021, it had 53 terminals located in 26 states. Blueknight Energy Partners G.P., L.L.C. operates as a general partner of the company. The company was formerly known as SemGroup Energy Partners, L.P. and changed its name to Blueknight Energy Partners, L.P. in December 2009. Blueknight Energy Partners, L.P. was founded in 2007 and is headquartered in Tulsa, Oklahoma

CTHR: Charles & Colvard, Ltd. operates as a fine jewelry company in the United States and internationally. The company manufactures, markets, and distributes moissanite jewels and finished moissanite jewelry under the Charles & Colvard Created Moissanite brand; and premium moissanite gemstones under the Forever One brand name. It also markets and distributes lab grown diamonds, and finished jewelry with lab grown diamonds under the Caydia brand. The company sells its products at wholesale prices to distributors, manufacturers, retailers, and designers; and to end-consumers at retail prices through charlesandcolvard.com, third-party online marketplaces, drop-ship, and other e-commerce outlets. Charles & Colvard, Ltd. was founded in 1995 and is headquartered in Morrisville, North Carolina.

 

TickerCompanyNameIndustryPERSignalQualityMomentumFinal
MTEXMannatech IncHousehold & Personal Products12.99HOLD98.2596.94100.00
NRTNorth European Oil Royality TrustOil & Gas Equipment & Services28.35HOLD96.3698.2599.85
HBPHuttig Bldg ProductsIndustrial Distribution14.22HOLD97.0896.6599.71
JMPJMP Group IncCapital Markets4.37HOLD96.5096.0699.56
CODXCo-Diagnostics IncDiagnostics & Research6.34BUY99.5688.0599.42
VALUValue Line IncFinancial Data & Stock Exchanges20.48HOLD93.8093.7399.27
ATLCAtlanticus Hld CpCredit Services9.09HOLD89.5897.8198.98
HNNAHennessy AdvisorsAsset Management11.38BUY95.3489.5098.54
LMFALm Funding America IncCredit Services2.59BUY100.0084.5598.40
MVOMv Oil TrustOil & Gas E&P11.50HOLD85.9397.5297.96
ITICInvestors Title CompanyInsurance—Specialty6.80HOLD91.6990.6797.81
MNManning & Napier IncAsset Management8.21BUY99.1382.9497.52
PTSIP A M Transport SvTrucking12.02HOLD82.0099.8597.38
JRSHJerash Holdings IncApparel Manufacturing11.28BUY99.8581.3497.23
NCNacco IndustriesThermal Coal6.08BUY94.1786.1597.08
GPPGreen Plains Partners LPOil & Gas Midstream8.16HOLD91.9187.9096.94
VOCVoc Energy TrustOil & Gas E&P20.04BUY85.4292.2796.65
VCTRVictory Capital Holdings Inc Cl AAsset Management11.72BUY91.2586.3096.36
BKEPPBlueknight Srs A UtsOil & Gas Midstream8.23BUY93.5979.8895.77
CTHRCharles & ColvardLuxury Goods27.59BUY91.5581.4995.63
ARCAmerican Reprographics CompanySpecialty Business Services16.11HOLD81.2091.4095.26
ISSCInnovative Sol&SupAerospace & Defense33.88HOLD83.0989.0795.04

 

Download US Micro December 2021 full table

Top Stock Selection Medium CAPS US [500M –  10B] 🥈

This month many companies and among them know names as Fulgent (FLGT) and Matson (MATX).

FLGT: Fulgent Genetics provides COVID-19 testing and genetic testing services to physicians with clinically actionable diagnostic information. The company primarily serves insurance, hospitals, and medical institutions. It sells its tests through internal sales force, as well as through independent sales representatives in the United States and internationally. Fulgent Genetics has collaboration with PWNHealth to provide at-home COVID-19 test capabilities.

BCEI: Bonanza Creek Energy, (1999, Denver, Colorado) an oil and natural gas company, engages in the acquisition, exploration, development, and production of oil and related liquids-rich natural gas in the United States. Its primary oil and liquids-weighted assets are located in the Wattenberg Field in Colorado. As of December 31, 2020, the company had proved reserves of 118.2 million barrel of oil equivalent.

MATX: Matson, founded in 1882, provides ocean transportation and logistics services. The company serves the U.S. military, freight forwarders, retailers, consumer goods, automobile manufacturers, and other customers. The company was formerly known as Alexander & Baldwin Holdings and changed its name to Matson in June 2012. The company is headquartered in Honolulu, Hawaii.

DKS: DICK’S Sporting Goods (1948, ) operates as a sporting goods retailer primarily in the eastern United States. It provides hardlines, including sporting goods equipment, fitness equipment, golf equipment, and hunting and fishing gear products; apparel; and footwear and accessories. The company also owns and operates Golf Galaxy, Field & Stream, and other specialty concept stores; and e-commerce websites, as well as GameChanger, a youth sports mobile app for scheduling, communications, and live scorekeeping. As of May 1, 2021, it operated 730 DICK’S Sporting Goods stores. The company was formerly known as Dick’S Clothing and Sporting Goods, Inc. and changed its name to DICK’S Sporting Goods, Inc. in April 1999.

MC: Moelis & Company (2007, New York, New York) operates as an investment banking advisory firm in the United States, Europe, and internationally. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. , S.C.

LRN: Stride, (2002, Herndon, Virginia), a technology-based education company, provides proprietary and third-party online curriculum, software systems, and educational services to facilitate individualized learning for students primarily in kindergarten through 12th grade (K-12) in the United States and internationally.

AMN: AMN Healthcare Services (1985, Dallas, Texas) provides healthcare workforce solutions and staffing services to hospitals and healthcare facilities in the United States. The company operates through three segments: Nurse and Allied Solutions, Physician and Leadership Solutions, and Technology and Workforce Solutions.

CLR: Continental Resources, (1967, Oklahoma City, Oklahoma)  explores for, develops, and produces crude oil and natural gas primarily in the north, south, and east regions of the United States. The company sells its crude oil and natural gas production to energy marketing companies, crude oil refining companies, and natural gas gathering and processing companies.

AB: AllianceBernstein Holding L.P. (1987 New York, New York.) is publicly owned investment manager. The firm also provides research services to its clients. It provides its services to investment companies, pension and profit sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations, and other business entities.

SAFM: Sanderson Farms, Inc., an integrated poultry processing company, produces, processes, markets, and distributes fresh, frozen, and prepared chicken products in the United States. Sanderson Farms, Inc. was founded in 1947 and is headquartered in Laurel, Mississippi.

TickerCompanyNameIndustryPERSignalQualityMomentumFinal
DDSDillard'sDepartment Stores24.60HOLD98.0299.76100.00
CROXCrocs IncFootwear & Accessories27.88HOLD96.5598.2599.92
MOVMovado Group IncLuxury Goods11.69HOLD95.0097.7099.76
FLGTFulgent Genetics IncDiagnostics & Research5.91BUY99.7692.8699.68
IDTIDT CorpTelecom Services14.67HOLD92.5499.4499.52
ARLPAlliance Resource PtThermal Coal8.23HOLD91.9899.1399.44
PIPRPiper Jaffray CompaniesCapital Markets32.37HOLD98.7390.7999.21
ATKRAtkore International GroupElectrical Equipment & Parts8.74HOLD96.7591.9899.05
AMRKA-Mark Precious MetaCapital Markets4.30HOLD97.4691.1998.97
BCEIBonanza Creek Energy IncOil & Gas E&P17.62BUY93.2995.0098.89
BSIGBrightsphere Investment Group PlcAsset Management2.51HOLD96.4391.7598.81
MATXMatson IncMarine Shipping12.87BUY98.8988.7398.73
CPRXCatalyst Pharm IncBiotechnology10.29HOLD98.1089.0598.65
NMRKNewmark Group Inc Cl AReal Estate Services30.19HOLD99.3787.7098.57
INVAInnoviva IncBiotechnology7.37HOLD99.1387.8698.49
DKSDick's Sporting Goods IncSpecialty Retail11.16BUY96.9888.8198.41
WINAWinmark CorpSpecialty Retail30.55HOLD93.1092.1498.33
BXCBluelinx Holdings IncBuilding Products & Equipment2.82HOLD91.9092.9498.17
IIINInsteel IndustriesSteel & Iron22.06HOLD98.9784.6898.02
MCMoelisCapital Markets17.07BUY99.5284.0597.94
WIREEncore Wire CpElectrical Equipment & Parts29.35HOLD83.8999.0597.82
BOOTBoot Barn Holdings IncApparel Retail27.75HOLD84.5298.1097.70
CACCCredit AcceptanceCredit Services15.62HOLD88.3394.2197.62
ASIXAdvansix IncChemicals9.11HOLD88.3394.0597.46
DMLPDorchester MinlsOil & Gas E&P29.16BUY98.3383.8997.38
TNETTrinet Group IncStaffing & Employment Services23.09HOLD88.9392.0697.30
ANAutonation IncAuto & Truck Dealerships8.77HOLD96.9083.7397.14
GPIGroup 1 AutomotiveAuto & Truck Dealerships10.03HOLD98.4182.0697.02
STCStewart Information Services CorpInsurance—Property & Casualty6.47HOLD96.6783.5796.90
THRYThryv Holdings IncInternet Content & Information23.02HOLD84.0594.8496.67
LRNK12 IncEducation & Training Services21.56BUY90.4887.9496.51
AMNAmn Healthcare Services IncMedical Care Facilities24.81BUY90.7987.1496.27
WMKWeis MarketsGrocery Stores14.54HOLD89.6888.2596.27
CLRContinental ResourcesOil & Gas E&P19.53BUY89.2588.6596.11
MTDRMatador Resources CompanyOil & Gas E&P16.50HOLD90.2486.4395.95
KNSLKinsale Capital Group IncInsurance—Property & Casualty33.65HOLD86.1190.0895.79
ABAlliancebernstein Holding LPAsset Management14.20BUY94.5281.3595.56
COKECoca Cola Bot ConsBeverages—Non-Alcoholic25.44HOLD82.1893.4995.40
SAFMSanderson Farms INPackaged Foods25.00BUY95.4879.6895.24

 

Download US Medium December 2021 full table

Top Stock Selection Large CAPS US > 10B 🥇

This month 2 clear BUYERs, 2 of them repeating REGN & ORLY.

REGN: Regeneron Pharmaceuticals (1988, Tarrytown, New York) discovers, invents, develops, manufactures, and commercializes medicines for treating various medical conditions worldwide. The company’s products include EYLEA injection to treat wet age-related macular degeneration and diabetic macular edema; myopic choroidal neovascularization; and diabetic retinopathy, as well as macular edema following retinal vein occlusion, including macular edema following central retinal vein occlusion and macular edema following branch retinal vein occlusion.

HOLX: (1985, Marlborough, Massachusetts.) Hologic, Inc. develops, manufactures, and supplies diagnostics products, medical imaging systems, and surgical products for women’s health through early detection and treatment in the United States, Europe, the Asia-Pacific, and internationally. It operates through four segments: Diagnostics, Breast Health, GYN Surgical, and Skeletal Health.  Inc. was founded in 1985 and is headquartered in

ORLY: O’Reilly Automotive (Springfield, 1957) operates as a retailer of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States. The company provides new and remanufactured automotive hard parts and maintenance items.  As of December 31, 2020, the company operated 5,616 stores.

TickerCompanyNameIndustryPERSignalQualityMomentumFinal
QCOMQualcomm IncSemiconductors25.86HOLD97.1194.6799.54
REGNRegeneron PharmaceuticalsBiotechnology18.12BUY99.8587.8299.09
KLACK L A-Tencor CorpSemiconductor Equipment & Materials23.17HOLD96.3590.8798.93
AZOAutozoneSpecialty Retail19.09HOLD96.0490.2698.63
TSCOTractor Supply CompanySpecialty Retail31.21HOLD97.5686.6198.17
HOLXHologic IncMedical Instruments & Supplies10.26BUY96.8084.1797.34
COPConocophillipsOil & Gas E&P19.02HOLD92.3984.3296.04
PFEPfizer IncDrug Manufacturers—General27.22HOLD80.2196.1995.89
ORLYO'Reilly AutomotiveSpecialty Retail23.95BUY92.2480.9795.43
TERTeradyne IncSemiconductor Equipment & Materials34.76HOLD94.5278.3995.13

Download US Large December 2021 full table

Now your turn:

  • Has any of those companies a business model you fully understand?
  • Do they have a competitive advantage with respect to their competitors?
  • Do they operate in industries where you already have enough exposure?
  • Are they diversified companies (country and currency wise)?
  • Did they seize any advantage during the latest downturn?

Remember: You have the last word and the responsibility of your investments is up to you. The RQM System “only” suggests a set of stocks with a high probability of being long-term winners.

The Sleepy Investor is devoted to the transparency and reproducibility of all the content of this website. The source code and all the results are publicly available on GitHub.

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Sleepy Investor

The Sleepy Investor is a guy in his forties who likes the stock market but does not follow them on a daily basis, accepts his limitations and does not pretend to forecast anything, does not want to spend endless time analyzing companies but still aims to do good stock picks while having a relaxing sleep every night.

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