Stock Selection Top 5% US – October 2021 🇺🇸

Stock Selection US – October 2021 🇺🇸

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

In order to provide a more detailed analysis and follow some of the conventions on the markets, we bring the following novelties:

  • 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 2 clear BUYERs.

CATO: The Cato Corporation operates as a specialty retailer of fashion apparel and accessories primarily in the southeastern United States.  As of January 30, 2021, the company operated 1,330 stores in 33 states. The company was incorporated in 1946 and is headquartered in Charlotte, North Carolina.

BH: Biglari Holdings primarily operates and franchises restaurants in the United States. The company owns, operates, and franchises restaurants under the Steak n Shake and Western Sizzlin names. As of December 31, 2020, it operated 194 Steak n Shake traditional franchise and 86 franchise partner units, as well as Steak n Shake company-operated restaurants; and 3 Western Sizzlin company-operated restaurants and 39 franchised units. It was founded in 1934 and is based in San Antonio, Texas.

TickerCompanyNameIndustryPERSignalQualityMomentumFinal
NRTNorth European Oil Royality TrustOil & Gas Equipment & Services24.03HOLD97.0098.14100.00
MTEXMannatech IncHousehold & Personal Products11.80HOLD96.8597.1499.86
GBLGamco InvestorsCapital Markets11.57HOLD98.7194.9999.71
MNManning & Napier IncAsset Management15.17HOLD98.2893.4299.43
LIVELive VenturesSpecialty Retail5.70HOLD95.2895.9999.14
AMRKA-Mark Precious MetaCapital Markets7.21HOLD93.3597.4299.00
BGFVBig 5 SportingSpecialty Retail6.17HOLD95.4994.7198.86
BBWBuild-A-Bear WorkshopSpecialty Retail8.91HOLD89.4899.4398.57
CATOCato CorpApparel Retail16.66BUY95.7190.9998.28
BHBiglari Holdings IncRestaurants0.53BUY99.8686.4198.14
MVOMv Oil TrustOil & Gas E&P21.15HOLD85.6999.1498.00
ATLCAtlanticus Hld CpCredit Services13.43HOLD86.9197.7197.85
RMRegional Managment CorpCredit Services11.02HOLD84.0597.2897.42
SCUSculptor Capital Management IncAsset Management17.76HOLD91.2788.7097.14
VTSIVirtra Systems IncAerospace & Defense26.18HOLD82.5597.0097.00
DKLDelek Logistics Partners LPOil & Gas Midstream10.98HOLD91.6387.7096.71
NCNacco IndustriesThermal Coal12.04HOLD94.1384.6996.57
SCPLSciplay Corp Cl AElectronic Gaming & Multimedia23.54HOLD92.6385.5596.42
PTSIP A M Transport SvTrucking8.34HOLD84.8493.2896.28
IDTIDT CorpTelecom Services13.83HOLD79.1198.7195.99
VOCVoc Energy TrustOil & Gas E&P20.40HOLD85.1992.4295.78
VCTRVictory Capital Holdings Inc Cl AAsset Management11.37HOLD89.4888.1395.78
EMKREmcore CorpSemiconductors37.40HOLD87.8489.2795.28
UONEKUrban One IncBroadcasting21.60HOLD77.2599.8695.28

Download US Micro October 2021 full table

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

This month 11 companies! 😁

DDS: Dillard’s, Inc. operates retail department stores in the southeastern, southwestern, and midwestern areas of the United States. As of January 30, 2021, the company operated 282 Dillard’s stores. The company was founded in 1938 and is based in Little Rock, Arkansas

PIPR: Piper Sandler Companies operates as an investment bank and institutional securities firm that serves corporations, private equity groups, public entities, non-profit entities, and institutional investors in the United States and internationally. Piper Sandler Companies was founded in 1895 and is headquartered in Minneapolis, Minnesota.

BSIG: BrightSphere Investment Group Inc. is a publically owned asset management holding company. The firm provides its services to individuals and institutions. The firm was founded in 1980 is based Boston, Massachusetts.

STC: Stewart Information Services Corporation, through its subsidiaries, provides title insurance and real estate transaction services.  The company operates in the United States, Canada, the United Kingdom, Australia, and Central Europe. Stewart Information Services Corporation was founded in 1893 and is headquartered in Houston, Texas.

IRWD: Ironwood Pharmaceuticals, Inc., a healthcare company, focuses on the development and commercialization of gastrointestinal (GI) products. The company was formerly known as Microbia, Inc. and changed its name to Ironwood Pharmaceuticals, Inc. in April 2008. Ironwood Pharmaceuticals, Inc. was incorporated in 1998 and is headquartered in Boston, Massachusetts.

EVTC: EVERTEC, Inc. engages in transaction processing business in Latin America and the Caribbean. The company operates through four segments: Payment Services – Puerto Rico & Caribbean; Payment Services – Latin America; Merchant Acquiring; and Business Solutions.  The company was formerly known as Carib Latam Holdings, Inc. EVERTEC, Inc. was founded in 1988 and is headquartered in San Juan, Puerto Rico.

COKE: The Coca-Cola Company in the United States. The company was formerly known as Coca-Cola Bottling Co. Consolidated and changed its name to Coca-Cola Consolidated, Inc. in January 2019. Coca-Cola Consolidated, Inc. was incorporated in 1980 and is headquartered in Charlotte, North Carolina.

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.

IIIN: Insteel Industries, manufactures and markets steel wire reinforcing products for concrete construction applications. It was founded in 1953 and is headquartered in Mount Airy, North Carolina.

DHIL: Diamond Hill Investment Group, Inc., together with its subsidiaries, provides investment advisory and fund administration services in the United States.  The company was founded in 1990 and is based in Columbus, Ohio.

MOV: Movado Group, Inc. designs, sources, markets, and distributes watches worldwide. It operates in two segments, Watch and Accessory Brands, and Company Stores. The company offers its watches under the Movado, Concord, Ebel, Olivia Burton, and MVMT brands, as well as licensed brands, such as Coach, Tommy Hilfiger, HUGO BOSS, Lacoste, and Scuderia Ferrari. It. was founded in 1961 and is based in Paramus, New Jersey.

 

TickerCompanyNameIndustryPERSignalN_QualityN_MomentumN_Final
DDSDillard'sDepartment Stores15.49BUY98.4499.20100.00
CROXCrocs IncFootwear & Accessories23.74HOLD97.1298.7299.92
DKSDick's Sporting Goods IncSpecialty Retail11.37HOLD97.2097.3699.76
MGYMagnolia Oil & Gas CorpOil & Gas E&P36.76HOLD98.6495.8499.68
NMRKNewmark Group Inc Cl AReal Estate Services26.90HOLD99.5293.4599.52
ARLPAlliance Resource PtThermal Coal34.62HOLD92.9799.3699.44
ABAlliancebernstein Holding LPAsset Management15.29HOLD97.0490.3398.80
INVAInnoviva IncBiotechnology6.77HOLD99.0488.1798.72
PIPRPiper Jaffray CompaniesCapital Markets27.04BUY98.7287.5398.56
CACCCredit AcceptanceCredit Services14.63HOLD88.4197.8498.56
DMLPDorchester MinlsOil & Gas E&P27.30BUY98.1688.0998.56
BSIGBrightsphere Investment Group PlcAsset Management2.70BUY96.8888.6598.40
ASIXAdvansix IncChemicals11.51HOLD89.3795.0498.24
MYRGMYR Group IncEngineering & Construction24.52HOLD90.3393.0598.08
GPIGroup 1 AutomotiveAuto & Truck Dealerships9.67HOLD98.5684.6598.00
STCStewart Information Services CorpInsurance—Property & Casualty7.98BUY97.3684.8997.84
MCMoelisCapital Markets17.23HOLD99.4481.1497.52
WRLDWorld Acceptance CpCredit Services14.33HOLD84.5795.6097.36
BSMBlack Stone Minerals LPOil & Gas E&P38.87HOLD85.4593.7697.16
SWBISmith & Wesson Brands IncAerospace & Defense11.68HOLD99.6879.5497.16
TPXTempur-Pedic International IncFurnishings, Fixtures & Appliances23.36HOLD91.0587.9396.96
ATKRAtkore International GroupElectrical Equipment & Parts9.60HOLD97.4481.4596.76
IRWDIronwood PharmaceutiDrug Manufacturers—Specialty & Generic14.34BUY97.6080.8296.64
EVTCEvertec IncSoftware—Infrastructure28.22BUY94.4883.8596.52
COKECoca Cola Bot ConsBeverages—Non-Alcoholic17.77BUY84.0193.1396.16
SAFMSanderson Farms INPackaged Foods25.05BUY95.9281.0696.08
IIINInsteel IndustriesSteel & Iron18.86BUY98.8077.7096.00
DHILDiamond Hill InvAsset Management11.53BUY98.0878.1895.92
MOVMovado Group IncLuxury Goods15.38BUY96.2479.7095.76
MATXMatson IncMarine Shipping12.74HOLD89.0585.0595.44
PJTPjt Partners Inc Cl ACapital Markets16.89BUY95.4477.4695.20

Download US Medium October 2021 full table

Top Stock Selection Large CAPS US > 10B 🥇

This month 3 clear BUYERs.

GOOGL: Nothing to add here.

REGN: Regeneron Pharmaceuticals, Inc. 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. It was founded in 1988 and is headquartered in Tarrytown, New York.

RHI: Robert Half International Inc. provides staffing and risk consulting services in North America, South America, Europe, Asia, and Australia. The company operates through three segments: Temporary and Consultant Staffing, Permanent Placement Staffing, and Risk Consulting and Internal Audit Services. It was founded in 1948 and is headquartered in Menlo Park, California.

TickerCompanyNameIndustryPERSignalQualityMomentumFinal
NUENucor CorpSteel21.18HOLD98.7597.3499.61
TROWT Rowe Price GroupAsset Management18.56HOLD98.5989.8198.90
APOApollo Global Management Llc CAsset Management7.27HOLD90.2893.1098.20
GOOGLAlphabet Cl AInternet Content & Information35.63BUY94.3688.2497.81
NVDANvidia CorpSemiconductors24.49HOLD83.7098.7597.49
BXThe Blackstone Group LPAsset Management18.11HOLD82.7699.2297.34
GOOGAlphabet Cl CInternet Content & Information35.52BUY94.2087.3097.18
REGNRegeneron PharmaceuticalsBiotechnology17.23BUY89.4290.9196.87
NTAPNetapp IncComputer Hardware27.79HOLD93.4286.3696.71
POOLPool CorpLeisure37.86HOLD82.2996.5596.47
AZOAutozoneSpecialty Retail17.84HOLD95.3081.0396.08
PKIPerkinelmerDiagnostics & Research18.12HOLD80.8893.8995.30
RHIRobert Half International IncStaffing & Employment Services34.74BUY81.0392.6395.14

Download US Large October 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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