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 129 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: Hold to Buy | ||||
|---|---|---|---|---|
| Symbol | Company Name | Quantitative Grade | Fundamental Grade | Total Grade |
| ADSK | Autodesk, Inc. | B | B | B |
| AEG | Aegon N.V. ADR | B | C | B |
| AEP | American Electric Power Company, Inc. | B | C | B |
| AIG | American International Group, Inc. | B | B | B |
| ALL | Allstate Corporation | B | D | B |
| AON | Aon Plc Class A | B | C | B |
| APO | Apollo Global Management Inc. | B | D | B |
| ARES | Ares Management Corporation | B | D | B |
| AWK | American Water Works Company, Inc. | B | C | B |
| BA | Boeing Company | B | C | B |
| CDAY | Ceridian HCM Holding, Inc. | B | B | B |
| CNP | CenterPoint Energy, Inc. | B | C | B |
| CQP | Cheniere Energy Partners, L.P. | B | D | B |
| DG | Dollar General Corporation | B | C | B |
| DGX | Quest Diagnostics Incorporated | B | C | B |
| DT | Dynatrace, Inc. | B | B | B |
| ELV | Elevance Health, Inc. | B | C | B |
| EPAM | EPAM Systems, Inc. | B | B | B |
| EQNR | Equinor ASA Sponsored ADR | B | B | B |
| ETR | Entergy Corporation | B | C | B |
| FAST | Fastenal Company | B | C | B |
| FDS | FactSet Research Systems Inc. | B | B | B |
| FISV | Fiserv, Inc. | A | B | B |
| GE | General Electric Company | B | C | B |
| GGG | Graco Inc. | B | C | B |
| HDB | HDFC Bank Limited Sponsored ADR | B | C | B |
| HON | Honeywell International Inc. | B | C | B |
| HTHT | H World Group Limited Sponsored ADR | B | D | B |
| ING | ING Groep NV Sponsored ADR | B | B | B |
| MSI | Motorola Solutions, Inc. | A | C | B |
| MTD | Mettler-Toledo International Inc. | B | C | B |
| NDAQ | Nasdaq, Inc. | B | C | B |
| NEE | NextEra Energy, Inc. | B | B | B |
| NXPI | NXP Semiconductors NV | B | C | B |
| O | Realty Income Corporation | B | B | B |
| OTIS | Otis Worldwide Corporation | B | C | B |
| PEP | PepsiCo, Inc. | B | C | B |
| PPL | PPL Corporation | B | C | B |
| REG | Regency Centers Corporation | B | B | B |
| RGEN | Repligen Corporation | B | C | B |
| RJF | Raymond James Financial, Inc. | B | C | B |
| RSG | Republic Services, Inc. | B | C | B |
| SGEN | Seagen, Inc. | B | C | B |
| SO | Southern Company | B | C | B |
| TRV | Travelers Companies, Inc. | B | C | B |
| TXN | Texas Instruments Incorporated | B | C | B |
| UNH | UnitedHealth Group Incorporated | B | C | B |
| V | Visa Inc. Class A | B | B | B |
| WEC | WEC Energy Group Inc | B | C | B |
| WM | Waste Management, Inc. | B | C | B |
| WTRG | Essential Utilities, Inc. | B | B | B |
| WTW | Willis Towers Watson Public Limited Company | B | C | B |
| XEL | Xcel Energy Inc. | B | C | B |
| YUM | Yum! Brands, Inc. | B | C | B |
| Downgraded: Buy to Hold | ||||
|---|---|---|---|---|
| Symbol | Company Name | Quantitative Grade | Fundamental Grade | Total Grade |
| AAL | American Airlines Group, Inc. | C | B | C |
| AEM | Agnico Eagle Mines Limited | B | C | C |
| ALLE | Allegion Public Limited Company | C | C | C |
| AMCR | Amcor PLC | C | B | C |
| ASX | ASE Technology Holding Co., Ltd. Sponsored ADR | B | C | C |
| BEN | Franklin Resources, Inc. | B | D | C |
| BF.A | Brown-Forman Corporation Class A | B | C | C |
| CARR | Carrier Global Corp. | B | C | C |
| CHWY | Chewy, Inc. Class A | C | C | C |
| CLF | Cleveland-Cliffs Inc | B | D | C |
| DAL | Delta Air Lines, Inc. | C | B | C |
| DAR | Darling Ingredients Inc | C | C | C |
| DFS | Discover Financial Services | C | C | C |
| EBR | Centrais Eletricas Brasileiras SA-Eletrobras Sponsored ADR | B | D | C |
| IHG | InterContinental Hotels Group PLC Sponsored ADR | C | C | C |
| JKHY | Jack Henry & Associates, Inc. | B | C | C |
| PAYC | Paycom Software, Inc. | C | B | C |
| PKX | POSCO Holdings Inc. Sponsored ADR | B | D | C |
| SHG | Shinhan Financial Group Co., Ltd. Sponsored ADR | C | C | C |
| TAP | Molson Coors Beverage Company Class B | B | D | C |
| TOST | Toast, Inc. Class A | C | B | C |
| ZTO | ZTO Express (Cayman), Inc. Sponsored ADR Class A | C | B | C |
| Upgraded: Sell to Hold | ||||
|---|---|---|---|---|
| Symbol | Company Name | Quantitative Grade | Fundamental Grade | Total Grade |
| AAPL | Apple Inc. | C | C | C |
| AGR | Avangrid, Inc. | C | C | C |
| BKI | Black Knight, Inc. | C | D | C |
| BX | Blackstone Inc. | C | C | C |
| CINF | Cincinnati Financial Corporation | B | C | C |
| CL | Colgate-Palmolive Company | C | C | C |
| DLR | Digital Realty Trust, Inc. | D | B | C |
| ES | Eversource Energy | C | C | C |
| EXR | Extra Space Storage Inc. | D | C | C |
| GPN | Global Payments Inc. | D | C | C |
| INFY | Infosys Limited Sponsored ADR | D | B | C |
| KKR | KKR & Co Inc | C | D | C |
| LH | Laboratory Corporation of America Holdings | C | D | C |
| LNT | Alliant Energy Corp | C | C | C |
| LSI | Life Storage, Inc. | C | C | C |
| META | Meta Platforms Inc. Class A | C | C | C |
| MGM | MGM Resorts International | C | C | C |
| MSFT | Microsoft Corporation | C | C | C |
| NGG | National Grid plc Sponsored ADR | D | C | C |
| NMR | Nomura Holdings, Inc. Sponsored ADR | D | B | C |
| PFE | Pfizer Inc. | D | C | C |
| PLD | Prologis, Inc. | C | C | C |
| PYPL | PayPal Holdings, Inc. | D | B | C |
| RY | Royal Bank of Canada | C | C | C |
| SLF | Sun Life Financial Inc. | C | C | C |
| SONY | Sony Group Corporation Sponsored ADR | D | C | C |
| SPOT | Spotify Technology SA | C | D | C |
| SUZ | Suzano SA Sponsored ADR | D | B | C |
| SWKS | Skyworks Solutions, Inc. | C | C | C |
| TEAM | Atlassian Corp Class A | D | C | C |
| TRMB | Trimble Inc. | C | C | C |
| TSLA | Tesla Inc | D | C | C |
| VEEV | Veeva Systems Inc Class A | D | C | C |
| VTRS | Viatris, Inc. | C | C | C |
| Downgraded: Hold to Sell | ||||
|---|---|---|---|---|
| Symbol | Company Name | Quantitative Grade | Fundamental Grade | Total Grade |
| ABNB | Airbnb, Inc. Class A | D | B | D |
| ATVI | Activision Blizzard, Inc. | D | C | D |
| BAP | Credicorp Ltd. | D | C | D |
| BTI | British American Tobacco PLC Sponsored ADR | D | C | D |
| CNC | Centene Corporation | D | D | D |
| COO | Cooper Companies, Inc. | D | C | D |
| EQH | Equitable Holdings, Inc. | C | D | D |
| FLT | FLEETCOR Technologies, Inc. | D | C | D |
| GRAB | Grab Holdings Ltd. (Singapore) Class A | D | C | D |
| KB | KB Financial Group Inc. Sponsored ADR | D | C | D |
| MGA | Magna International Inc. | D | D | D |
| NU | Nu Holdings Ltd. Class A | D | B | D |
| NWS | News Corporation Class B | D | D | D |
| NWSA | News Corporation Class A | D | D | D |
| SNOW | Snowflake, Inc. Class A | D | B | D |
| STE | STERIS Plc | D | C | D |
| TRP | TC Energy Corporation | D | C | D |
| TU | TELUS Corporation | D | D | 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,
Source: InvestorPlace unless otherwise noted
Louis Navellier
