77 Ways to Zig While the Market is Zagging

by Louis Navellier | February 4, 2014 10:32 am

I were to have a catch phrase of the day, it would be, “As January goes, the year goes.” And it’s no secret as to why this is on everyone’s mind. With the benchmark indices closing down over 2% today, the general fear is that February will go the way of last month–which was the first negative January in four years.

Between the emerging market jitters[1] to the Fed’s tapering activity[2] to mixed economic reports[3], Wall Street has found plenty of excuses to justify a correction. But where others see a bad omen, I see a good opportunity. That’s because this is still the best quarter for earnings that I have seen in over three years, and earnings are expected to improve over the next several quarters.

It all boils down to looking past the day-to-day market moves and zeroing in on the top stocks. We’re in the thick of a memorable fourth-quarter earnings season and I’d hate for folks to get caught up in the winter doldrums and miss out.

As always, an excellent place to start is with Portfolio Grader[4], which rates over 5,000 publicly-traded companies on fundamental health as well as their risk-to-return prospects. And this weekend was a big one for Portfolio Grader.

When I screened for large-cap stocks, I found no fewer than 77 blue chips that were on the move. You’ll want to review this list to see if you currently own any of these companies or are thinking about it.

77 Recommendations Straight Out of Portfolio Grader

Upgrades

Last Week’s Holds, Now Buys

Symbol Company Name Quantitative Grade Fundamental Grade
ALXN Alexion Pharmaceuticals B B
AON Aon plc B B
BAC Bank of America B B
BCR C. R. Bard, B B
BWA BorgWarner B B
CERN Cerner Corporation B C
CHKP Check Point Software Technologies B B
CMCSA Comcast B C
CMCSK Comcast Corporation Special B C
COF Capital One Financial B C
DOW Dow Chemical B B
DTV DIRECTV B B
EPD Enterprise Products Partners L.P. B B
HCA HCA Holdings B C
HRL Hormel Foods B B
IRE Bank of Ireland B C
KR Kroger B C
LYG Lloyds Banking Group B C
MHK Mohawk Industries C B
NSC Norfolk Southern B B
PFG Principal Financial Group B C
PNR Pentair Ltd. B B
SKM SK Telecom Co B B
SNDK SanDisk C B
SNN Smith & Nephew plc B C
STX Seagate B C
TEVA Teva Pharmaceutical Industries Limited B C
TYC Tyco International Ltd. B B
XLNX Xilinx C B

Last Week’s Sells, Now Holds

Symbol Company Name Quantitative Grade Fundamental Grade
BHI Baker Hughes C C
BK Bank of New York Mellon D C
CNI Canadian National Railway D C
CNQ Canadian Natural Resources D C
CSX CSX C C
DUK Duke Energy D C
EIX Edison International D B
F Ford D C
IP International Paper D B
ITW Illinois Tool Works C C
JPM JPMorgan Chase C C
KEP Korea Electric Power Corporation C C
KRFT Kraft Foods Group D C
PH Parker-Hannifin D C
RCL Royal Caribbean Cruises C C
ROST Ross Stores D C
SLB Schlumberger D B
SYK Stryker Corporation C C
TI Telecom Italia S.p.A. C D
VMW Vmware D B

Downgrades

Last Week’s Buys, Now Holds

Symbol Company Name Quantitative Grade Fundamental Grade
AAPL Apple C B
AMAT Applied Materials C B
BBT BB&T C C
DOV Dover C C
FMS Fresenius Medical Care AG & Co. KGaA C C
MDT Medtronic C B
MMC Marsh & McLennan C C
RF Regions Financial C C

Last Week’s Holds, Now Sells

Symbol Company Name Quantitative Grade Fundamental Grade
ABB ABB D C
ALL Allstate Corporation D C
BUD Anheuser-Busch InBev F B
DISCK Discovery Communications D C
GWW W.W. Grainger D C
HES Hess Corporation D D
HOT Starwood Hotels & Resorts Worldwide D B
KO Coca-Cola D C
LBTYA Liberty Global D C
MAT Mattel F C
MO Altria Group D B
MS Morgan Stanley D C
MTU Mitsubishi UFJ Financial Group, Inc. D B
NMR Nomura Holding D C
PG Procter & Gamble D C
PHG Royal Philips NV D C
SNE Sony D D
SYMC Symantec D B
TD Toronto-Dominion Bank D C
TSM Taiwan Semiconductor Manufacturing D C
Endnotes:

  1. emerging market jitters: https://navelliergrowth.investorplace.com/blog/archive/2014/01/68-trades-for-selloff-pgratings.html
  2. Fed’s tapering activity: https://navelliergrowth.investorplace.com/blog/archive/2014/01/a-little-off-the-top-fedspeak.html
  3. mixed economic reports: https://navelliergrowth.investorplace.com/blog/archive/2014/01/huge-week-economic-news-weeklybrief.html
  4. Portfolio Grader: https://navelliergrowth.investorplace.com/portfolio-grader/

Source URL: https://investorplace.com/2014/02/stocks-to-buy-stocks-to-sell/