During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Portfolio Grader recommendations for 88 big blue chips. Chances are that you have at least one of these stocks in your portfolio, so you may want to give this list a skim and act accordingly.
This Week’s Ratings Changes:
| Upgraded: From Hold to Buy | ||||
|---|---|---|---|---|
| Symbol | Company Name | Quantitative Grade |
Fundamental Grade |
Total Grade |
| AXP | American Express Company | B | B | B |
| AZO | AutoZone, Inc. | B | C | B |
| BCE | BCE Inc. | B | C | B |
| CG | Carlyle Group Inc | B | B | B |
| CPRT | Copart, Inc. | B | B | B |
| DRE | Duke Realty Corporation | B | B | B |
| DTE | DTE Energy Company | B | C | B |
| EFX | Equifax Inc. | B | B | B |
| GRMN | Garmin Ltd. | B | C | B |
| HSY | Hershey Company | B | C | B |
| INVH | Invitation Homes, Inc. | B | C | B |
| ISRG | Intuitive Surgical, Inc. | B | C | B |
| J | Jacobs Engineering Group Inc. | B | C | B |
| LYG | Lloyds Banking Group plc Sponsored ADR | B | C | B |
| PFE | Pfizer Inc. | B | B | B |
| SUI | Sun Communities, Inc. | B | C | B |
| TEL | TE Connectivity Ltd. | B | B | B |
| TW | Tradeweb Markets, Inc. Class A | B | C | B |
| UHS | Universal Health Services, Inc. Class B | B | C | B |
| Upgraded: From Sell to Hold | ||||
|---|---|---|---|---|
| Symbol | Company Name | Quantitative Grade |
Fundamental Grade |
Total Grade |
| ABBV | AbbVie, Inc. | C | C | C |
| AWK | American Water Works Company, Inc. | C | D | C |
| BR | Broadridge Financial Solutions, Inc. | C | C | C |
| CL | Colgate-Palmolive Company | C | C | C |
| CTAS | Cintas Corporation | C | D | C |
| CVX | Chevron Corporation | C | C | C |
| DLR | Digital Realty Trust, Inc. | D | B | C |
| ED | Consolidated Edison, Inc. | C | D | C |
| ELS | Equity LifeStyle Properties, Inc. | C | D | C |
| EQR | Equity Residential | C | D | C |
| ESS | Essex Property Trust, Inc. | C | C | C |
| IEX | IDEX Corporation | C | C | C |
| LHX | L3Harris Technologies Inc | C | C | C |
| LSXMB | Liberty Media Corp. Series B | C | D | C |
| MOH | Molina Healthcare, Inc. | D | C | C |
| NOK | Nokia Oyj Sponsored ADR | D | B | C |
| NVO | Novo Nordisk A/S Sponsored | C | C | C |
| O | Realty Income Corporation | C | D | C |
| PEAK | Healthpeak Properties, Inc. | C | C | C |
| PPL | PPL Corporation | C | D | C |
| ROST | Ross Stores, Inc. | D | B | C |
| SNPS | Synopsys, Inc. | D | C | C |
| TRU | TransUnion | D | C | C |
| UDR | UDR, Inc. | C | C | C |
| UNH | UnitedHealth Group Incorporated | C | C | C |
| WBA | Walgreens Boots Alliance Inc | D | C | C |
| WPC | W. P. Carey Inc. | C | D | C |
| Downgraded: From Buy to Hold | ||||
|---|---|---|---|---|
| Symbol | Company Name | Quantitative Grade |
Fundamental Grade |
Total Grade |
| AMD | Advanced Micro Devices, Inc. | C | B | C |
| BCS | Barclays PLC Sponsored ADR | C | B | C |
| BILI | Bilibili, Inc. Sponsored ADR Class Z | B | C | C |
| BIO.B | Bio-Rad Laboratories, Inc. Class B | C | B | C |
| BSBR | Banco Santander (Brasil) S.A. | C | C | C |
| DEO | Diageo plc Sponsored ADR | C | C | C |
| DIS | Walt Disney Company | C | B | C |
| DISCA | Discovery, Inc. Class A | B | D | C |
| FBHS | Fortune Brands Home & Security, Inc. | C | B | C |
| GH | Guardant Health, Inc. | C | C | C |
| HZNP | Horizon Therapeutics Public Limited Co. | B | D | C |
| IAC | IAC/InteractiveCorp. | C | C | C |
| KB | KB Financial Group Inc. Sponsored ADR | C | C | C |
| KKR | KKR & Co. Inc. | C | B | C |
| LBRDK | Liberty Broadband Corp. Class C | B | C | C |
| LEN | Lennar Corporation Class A | C | C | C |
| MDB | MongoDB, Inc. Class A | C | B | C |
| NVAX | Novavax, Inc. | B | D | C |
| NXPI | NXP Semiconductors NV | C | B | C |
| PHM | PulteGroup, Inc. | C | C | C |
| PTON | Peloton Interactive, Inc. Class A | C | C | C |
| RUN | Sunrun Inc. | C | D | C |
| SHG | Shinhan Financial Group Co., Ltd. | C | C | C |
| TSLA | Tesla Inc | C | B | C |
| ZEN | Zendesk, Inc. | C | C | C |
| Downgraded: From Hold to Sell | ||||
|---|---|---|---|---|
| Symbol | Company Name | Quantitative Grade |
Fundamental Grade |
Total Grade |
| BBDO | Banco Bradesco S.A. Sponsored ADR | D | C | D |
| BK | Bank of New York Mellon Corporation | D | C | D |
| FWONK | Liberty Media Corp. Series C Liberty | D | C | D |
| HTHT | Huazhu Group Ltd Sponsored ADR | D | C | D |
| ILMN | Illumina, Inc. | D | C | D |
| JD | JD.com, Inc. Sponsored ADR Class A | D | C | D |
| MRVL | Marvell Technology, Inc. | D | C | D |
| MSFT | Microsoft Corporation | D | C | D |
| NEE | NextEra Energy, Inc. | D | C | D |
| NTES | NetEase, Inc. Sponsored ADR | D | C | D |
| NTRS | Northern Trust Corporation | D | C | D |
| PBR | Petroleo Brasileiro SA Sponsored ADR | D | C | D |
| PBR.A | Petroleo Brasileiro SA Sponsored | D | C | D |
| SMG | Scotts Miracle-Gro Company Class A | D | C | D |
| STNE | StoneCo Ltd. Class A | D | C | D |
| TCOM | Trip.com Group Ltd. Sponsored ADR | D | C | D |
| TME | Tencent Music Entertainment Group | D | C | D |
To stay on top of my latest stock ratings, plug your holdings into Portfolio Grader, my proprietary stock screening tool. You may get started here.
Sincerely,
Louis Navellier
