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 116 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:
Downgraded: Buy to Hold | ||||
---|---|---|---|---|
Symbol | Company Name | Quantitative Grade | Fundamental Grade | Total Grade |
AER | AerCap Holdings NV | C | C | C |
ALL | Allstate Corporation | B | D | C |
ANET | Arista Networks, Inc. | C | B | C |
BA | Boeing Company | B | D | C |
BDX | Becton, Dickinson and Company | B | C | C |
BLK | BlackRock, Inc. | B | C | C |
BRK.A | Berkshire Hathaway Inc. Class A | B | C | C |
BRK.B | Berkshire Hathaway Inc. Class B | B | C | C |
BTI | British American Tobacco PLC Sponsored ADR | C | C | C |
BUD | Anheuser-Busch InBev SA/NV Sponsored ADR | C | C | C |
BWA | BorgWarner Inc. | C | B | C |
CCEP | Coca-Cola Europacific Partners plc | C | B | C |
CNC | Centene Corporation | C | C | C |
CPRT | Copart, Inc. | C | C | C |
DUK | Duke Energy Corporation | B | C | C |
EC | Ecopetrol SA Sponsored ADR | C | B | C |
ES | Eversource Energy | C | C | C |
EVRG | Evergy, Inc. | C | C | C |
FISV | Fiserv, Inc. | C | C | C |
FTV | Fortive Corp. | C | B | C |
GDDY | GoDaddy, Inc. Class A | B | C | C |
HCA | HCA Healthcare Inc | B | D | C |
HDB | HDFC Bank Limited Sponsored ADR | C | C | C |
HPE | Hewlett Packard Enterprise Co. | B | D | C |
J | Jacobs Solutions Inc. | C | C | C |
JD | JD.com, Inc. Sponsored ADR Class A | C | B | C |
JNPR | Juniper Networks, Inc. | C | B | C |
KMB | Kimberly-Clark Corporation | C | C | C |
L | Loews Corporation | B | C | C |
MCHP | Microchip Technology Incorporated | C | B | C |
MDLZ | Mondelez International, Inc. Class A | B | C | C |
NI | NiSource Inc | B | C | C |
NVS | Novartis AG Sponsored ADR | B | C | C |
ORAN | Orange SA Sponsored ADR | C | C | C |
OTIS | Otis Worldwide Corporation | B | C | C |
PG | Procter & Gamble Company | C | C | C |
PHM | PulteGroup, Inc. | C | C | C |
PM | Philip Morris International Inc. | B | D | C |
RPM | RPM International Inc. | C | C | C |
RSG | Republic Services, Inc. | C | C | C |
SAN | Banco Santander S.A. Sponsored ADR | C | B | C |
SCHW | Charles Schwab Corp | C | B | C |
SIRI | Sirius XM Holdings, Inc. | B | D | C |
SSL | Sasol Limited Sponsored ADR | C | C | C |
SUZ | Suzano SA Sponsored ADR | C | B | C |
TAP | Molson Coors Beverage Company Class B | B | D | C |
TXT | Textron Inc. | C | B | C |
UL | Unilever PLC Sponsored ADR | C | C | C |
VMW | VMware, Inc. Class A | B | C | C |
WMG | Warner Music Group Corp. Class A | C | B | C |
WMT | Walmart Inc. | B | D | C |
Upgraded: Hold to Buy | ||||
---|---|---|---|---|
Symbol | Company Name | Quantitative Grade | Fundamental Grade | Total Grade |
AAL | American Airlines Group, Inc. | B | B | B |
APO | Apollo Global Management Inc. | B | D | B |
AXP | American Express Company | B | C | B |
BRKR | Bruker Corporation | B | C | B |
BSY | Bentley Systems, Incorporated Class B | B | B | B |
CLF | Cleveland-Cliffs Inc | B | D | B |
CMG | Chipotle Mexican Grill, Inc. | B | C | B |
EQIX | Equinix, Inc. | B | C | B |
EXAS | Exact Sciences Corporation | B | C | B |
GS | Goldman Sachs Group, Inc. | B | C | B |
IDXX | IDEXX Laboratories, Inc. | B | C | B |
LAMR | Lamar Advertising Company Class A | B | C | B |
MTD | Mettler-Toledo International Inc. | B | C | B |
PAYC | Paycom Software, Inc. | B | B | B |
RACE | Ferrari NV | B | C | B |
RPRX | Royalty Pharma Plc Class A | B | B | B |
SNX | TD SYNNEX Corporation | B | C | B |
TOST | Toast, Inc. Class A | B | B | B |
XYL | Xylem Inc. | B | C | B |
YUM | Yum! Brands, Inc. | B | D | B |
Downgraded: Hold to Sell | ||||
---|---|---|---|---|
Symbol | Company Name | Quantitative Grade | Fundamental Grade | Total Grade |
ADBE | Adobe Incorporated | D | C | D |
AKAM | Akamai Technologies, Inc. | D | C | D |
ANSS | ANSYS, Inc. | D | C | D |
BAC | Bank of America Corp | D | C | D |
BK | Bank of New York Mellon Corp | D | C | D |
C | Citigroup Inc. | D | C | D |
CE | Celanese Corporation | D | D | D |
CHT | Chunghwa Telecom Co., Ltd Sponsored ADR | D | C | D |
CLX | Clorox Company | D | C | D |
CRM | Salesforce, Inc. | D | C | D |
CVS | CVS Health Corporation | D | D | D |
DELL | Dell Technologies, Inc. Class C | D | D | D |
EMN | Eastman Chemical Company | D | C | D |
FNF | Fidelity National Financial, Inc. - FNF Group | D | D | D |
FOX | Fox Corporation Class B | D | C | D |
FOXA | Fox Corporation Class A | D | C | D |
GPN | Global Payments Inc. | D | C | D |
INFY | Infosys Limited Sponsored ADR | D | B | D |
INTU | Intuit Inc. | D | C | D |
KEY | KeyCorp | D | C | D |
LBTYB | Liberty Global Plc Class B | D | B | D |
LHX | L3Harris Technologies Inc | C | D | D |
LSXMB | Liberty Media Corp. Series B Liberty SiriusXM | D | C | D |
MKC | McCormick & Company, Incorporated | D | C | D |
MKC.V | McCormick & Company, Incorporated | D | C | D |
MTB | M&T Bank Corporation | D | C | D |
NTAP | NetApp, Inc. | D | B | D |
NTRS | Northern Trust Corporation | D | C | D |
PEAK | Healthpeak Properties, Inc. | D | B | D |
RY | Royal Bank of Canada | D | C | D |
SLF | Sun Life Financial Inc. | D | C | D |
TD | Toronto-Dominion Bank | D | B | D |
TFX | Teleflex Incorporated | D | D | D |
TYL | Tyler Technologies, Inc. | D | C | D |
USB | U.S. Bancorp | D | C | D |
WELL | Welltower Inc | D | D | D |
WFC | Wells Fargo & Company | D | C | D |
WY | Weyerhaeuser Company | D | C | D |
Upgraded: Sell to Hold | ||||
---|---|---|---|---|
Symbol | Company Name | Quantitative Grade | Fundamental Grade | Total Grade |
ABNB | Airbnb, Inc. Class A | D | B | C |
DOV | Dover Corporation | D | C | C |
EL | Estee Lauder Companies Inc. Class A | C | C | C |
MORN | Morningstar, Inc. | C | D | C |
NICE | NICE Ltd Sponsored ADR | D | B | C |
SNOW | Snowflake, Inc. Class A | D | B | C |
UBER | Uber Technologies, Inc. | C | C | C |
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