Latest High Conviction Idea
We research quality US companies with strong fundamentals and real-world tailwinds — one fully scored medium to long-term research report every Sunday.
One research idea every Sunday · 13:00 UTC · three issues free, then $14.99/mo
Free research
We scan liquid US stocks (large and mid-sized names with enough daily trading volume) for businesses that can work over months and years — not quick trades or hype names.
Every finalist is scored the same way: business quality, valuation, macro theme fit, and whether the chart supports a patient entry. The Sunday issue is one conviction idea with clear risks and a clear verdict. If nothing clears our bar, we say pass — we do not force an idea just to fill the page.
Last 10 Sunday research ideas — entry vs S&P 500 and sector ETF.
Four areas, the same every week — with clear reasoning behind each score.
What the company does, how it makes money, and whether sales and profits are on a solid path — not a one-quarter story.
Whether the price looks reasonable for what you are getting — compared with the company's own history and similar businesses, not a single magic number.
Earnings, product launches, industry trends, and bigger economic themes — what might help or hurt the share price over the next several months.
The main risks, what would change our mind, and when we would rather pass than publish a weak name.
Some long-running stock-picking services advertise average recommendation returns above 900%. Numbers like that can be real, but they usually refer to the average return of individual picks over time, not the compounded growth of one continuously invested portfolio.
Our scorecard should be read the same way. Each Picksmith idea is tracked as its own equal-dollar buy-and-hold research pick from publication date to the current measurement date, then compared with the S&P 500 over the exact same holding window. That makes the benchmark apples-to-apples, even when ideas were published in very different market conditions.
Picksmith is not designed to hunt for the most speculative moonshots in the market. We are generally trying to identify stronger businesses, clearer economic tailwinds, and setups that can compound over time.
You may already own higher-risk positions that can deliver huge returns if they work. Picksmith is meant to be the steadier base: stronger businesses and setups that can better weather difficult markets.
The kind of early breakout “heartbeat” pattern we screen for every week
Full archive access — then $14.99/mo. Cancel anytime.
Our goal is one quality long-term idea every Sunday. Some weeks no name clears our bar — when the business, theme, and risk profile are not strong enough, we publish a pass day rather than lower the standard.
Picksmith provides information, analysis, opinions, and tools for general informational and educational purposes only. Nothing on Picksmith should be considered investment, financial, legal, tax, or other professional advice. Picksmith does not account for individual objectives, financial circumstances, risk tolerance, or personal needs. Past performance is not indicative of future results. Picksmith is not a registered broker-dealer, securities dealer, investment adviser, investment bank, or financial adviser.
