PICK RANKING

Prices as at Sep 1, 2026 · Review updated Aug 29, 2026

-0.1%
Avg pick return
Average return across all 15 published Sunday ideas, each measured over its own holding window since publication.
-0.8%
Median pick
The middle outcome across the track record, which helps show the typical result without a few big winners dominating the picture.
-1.6%
Vs S&P 500
Average outperformance versus the S&P 500 over the exact same start and end dates as each published pick.
+1.5%
S&P 500
S&P 500 buy-and-hold return since May 24, 2026.
+0.3%
Avg sector ETF
Average sector-ETF return across the same start and end dates as each published pick.
Replay by weekMay 24, 2026
May 24, 2026Latest

One click per week from May 24, 2026. Percentages and prices update; the written review stays on the latest Saturday pass.

Every pick we've made, put in order from best to worst based on how it looks right now — not on how much it's gone up. Members can see the name, ticker and logo behind each one. Slide back week by week to see how returns looked then. The written review refreshes on Saturdays. Past results don't tell you what will happen next.

1
IDEAMember idea
+8.8%vs S&P +3.0%
Watch
Picked Jul 26, 2026Pick $199.77→Now $217.44 (as at Sep 1, 2026)
EarningsReported Aug 26, 2026 · EPS beat $2.22 vs $2.09 · (6.22) · Rev $96.22B vs $92.27B

The main worry is that export rules and enforcement keep tightening, which can freeze or shrink sales in big overseas markets, and the supply chain still has chokepoints that can slow deliveries. Still, demand looks strong right now because the company just posted another big beat and said sales should keep jumping, which supports the case from here.

What's going for it
  • Recent results beat expectations again
  • Big customers still spending hard on AI data centers
  • Next quarter sales outlook points to fast growth
  • US chip supply chain projects reduce long-term risk
What to watch
  • Tighter export rules can cut China-linked sales
  • Legal heat on illegal AI server exports
  • Supply bottlenecks can delay shipments
  • Spending is rising fast, could spook investors
  • Stock can drop on sky-high expectations
2
IDEAMember idea
+13.0%vs S&P +2.3%
Healthy
Picked Jun 21, 2026Pick $181.63→Now $205.16 (as at Sep 1, 2026)
UpcomingEarnings Oct 20, 2026 · Est. EPS $1.75 · Est. rev $24.00B

The main worry is still the jet engine inspection and repair problem, which can keep costing cash and can upset airline customers if planes stay stuck on the ground. But the company just had a strong quarter and lifted its full year outlook, which says defense and repair demand are still coming through.

What's going for it
  • Big order book supports steady work for years
  • Defense spending stays strong in a tense world
  • Airline repair work stays busy as fleets age
What to watch
  • Jet engine inspections still a costly overhang
  • Any new bad news could hit the stock fast
  • A sharp drop below key support could snowball
3
IDEAMember idea
+7.5%vs S&P +1.4%
Healthy
Picked May 24, 2026Pick $343.76→Now $369.41 (as at Sep 1, 2026)
UpcomingEarnings Oct 28, 2026 · Est. EPS $4.13 · Est. rev $13.71B

The main worry is execution risk: big Navy submarine programs can run late or over budget, and any slip can hit results. Still, the business just beat expectations and raised its full year profit outlook, and fresh submarine awards plus strong business jet demand give it a long runway from here.

What's going for it
  • Big new Navy submarine award supports years of work
  • Profits beat expectations and the full-year outlook rose
  • Strong business jet demand and a big order book
  • Congress keeps leaning into shipbuilding funding
What to watch
  • Submarine builds can slip and cost more
  • Government contract disputes still happen
  • Mixed chart signals across data providers
  • Any defense budget fight can slow new orders
4
IDEAMember idea
+12.0%vs S&P +0.8%
Watch
Picked May 31, 2026Pick $145.73→Now $163.18 (as at Sep 1, 2026)
UpcomingEarnings Oct 28, 2026 · Est. EPS $1.42 · Est. rev $9.35B

The main worry is the stock has slipped under its 50-day average in late August, which can mean buyers are taking a breather. The bright side is the company just put up very strong results for the June quarter, helped by steady demand in data and networking gear and a large deal that is already adding to growth.

What's going for it
  • Strong recent results and upbeat near-term outlook
  • Big acquisition adds scale in cables and connectivity
  • Data center buildout still driving demand for connectors
What to watch
  • Stock fell below its 50-day average recently
  • Big deal raises execution and debt risk
  • More legal fights are always a background risk
5
IDEAMember idea
+3.7%vs S&P +1.2%
Watch
Picked Jul 12, 2026Pick $199.56→Now $206.93 (as at Sep 1, 2026)
UpcomingEarnings Oct 20, 2026 · Est. EPS $1.96 · Est. rev $6.54B

The main worry is that demand in parts of its lab and drug making tools is still uneven, and it recently trimmed its sales outlook, which can keep the stock choppy. It still looks solid from here because orders in bioprocessing are improving and the business sells lots of repeat-use supplies that tend to hold up even in slower patches.

What's going for it
  • Biotech funding is picking up again
  • Orders in bioprocessing look healthier
  • More work outsourced to drug makers’ suppliers
  • Big installed base keeps consumable sales steadier
What to watch
  • Sales outlook trimmed after July results
  • Biotech unit came in weaker than expected
  • New CEO announced, changeover adds uncertainty
  • Ongoing shareholder lawsuits and settlement process
6
IDEAMember idea
-0.8%vs S&P +3.3%
Watch
Picked Jun 28, 2026Pick $341.34→Now $338.74 (as at Sep 1, 2026)
UpcomingEarnings Oct 27, 2026 · Est. EPS $6.34 · Est. rev $15.56B

The biggest worry is that insurance pricing is cooling, which can mean slower growth and weaker profits if competition heats up. The good news is the last quarter after the pick was strong, and higher bond yields plus steady buybacks can still help the business grow value over time.

What's going for it
  • Higher bond yields lift investment income over time
  • Big buyback plan can support results per share
  • Strong recent quarter shows pricing and risk control
What to watch
  • One major analyst downgrade after the pick
  • Insurance prices are easing as competition rises
  • Big storm losses can still hit any quarter
7
IDEAMember idea
-5.0%vs S&P +2.4%
Watch
Picked Jul 19, 2026Pick $147.14→Now $139.71 (as at Sep 1, 2026)
UpcomingEarnings Oct 21, 2026 · Est. EPS $0.81 · Est. rev $2.16B

The main worry is the stock has slid since the pick, and the new big UK deal could distract management and add deal risk. Still, the core business looks steady with strong leasing and high occupancy, and its data center and power plan could open up a bigger growth lane from here.

What's going for it
  • High occupancy and strong rent increases
  • Big push into data centers where power is scarce
  • Rates falling would lift real estate stocks
  • Deal with UK peer could add growth abroad
What to watch
  • Stock down while market is up
  • Big UK deal adds deal and timing risk
  • A prior bank downgrade shows rising caution
  • Stock fell below the $148 level soon after
8
IDEAMember idea
+6.4%vs S&P +1.0%
Watch
Picked Jun 14, 2026Pick $224.89→Now $239.35 (as at Sep 1, 2026)
EarningsReported Aug 11, 2026 · EPS beat $2.91 vs $2.42 · (20.25) · Rev $63.67B vs $65.15B

The main worry is legal and policy risk around drug distribution, plus the stock is priced for good news after a strong run. But the company just finished the year with solid results, laid out a strong plan for the next year, and committed to returning a lot of cash to owners, which keeps the long story on track.

What's going for it
  • New buyback plan supports demand for shares
  • Next year profit plan came in strong
  • Big drug volume stays steady in weak economies
  • Specialty services keep growing faster than basics
What to watch
  • Ongoing opioid payments and related lawsuits
  • Profits were a bit below expectations last quarter
  • One-time items helped results, could fade
  • Low-profit business, customers can push prices down
  • Accounting leader retirement search underway
9
IDEAMember idea
-3.7%vs S&P +1.5%
Watch
Picked Jul 5, 2026Pick $228.18→Now $219.77 (as at Sep 1, 2026)
UpcomingEarnings Oct 26, 2026 · Est. EPS $2.18 · Est. rev $6.80B

The main worry is the stock has slipped under key long-term trend lines, and the big new healthcare add-on still carries legal and compliance baggage from the past. The good news is the core trash business is still growing, cash flow is still strong, and management says deal savings are coming through.

What's going for it
  • Price increases still driving steady sales growth
  • More recycling and renewable gas volume from new projects
  • Cost cuts and early deal savings showing up
  • Customers still need trash pickup in any economy
What to watch
  • CEO retirement plan adds leadership uncertainty
  • Stock below 200-day average, trend looks weaker
  • Stericycle past controlled-drug case raises scrutiny
  • Integration could still lose customers or delay savings
  • More debt to refinance within the next year
10
IDEAMember idea
-5.1%vs S&P -1.7%
Watch
Picked Aug 16, 2026Pick $283.13→Now $268.68 (as at Sep 1, 2026)
UpcomingEarnings Oct 29, 2026 · Est. EPS $2.79 · Est. rev $1.17B

The main worry is a key leader just left a major part of the business, which can slow decisions or unsettle big customers. Still, recent results looked strong, and the mix of repeat supply sales plus growing factory automation keeps demand steadier than many industrial names.

What's going for it
  • Recent results showed strong sales and profits
  • Repeat buying of supplies can steady demand
  • More factory automation work can lift orders
  • Analyst tone improved with a fresh upgrade
What to watch
  • Senior leader resigned in a core unit
  • Factory slowdown could cut equipment orders
  • Price pressure could hit supplies demand
11
IDEAMember idea
-3.5%vs S&P +0.8%
Watch
Picked Aug 2, 2026Pick $298.88→Now $288.37 (as at Sep 1, 2026)
UpcomingEarnings Oct 22, 2026 · Est. EPS $2.41 · Est. rev $440.3M

The main worry is the stock slid under the key levels the pick was watching, and it is now below about $290. The good news is the core business still throws off lots of cash, a price raise is already scheduled for November 1, 2026, and a new web ending just went live with this business running it.

What's going for it
  • Price hike already set for November 1, 2026
  • New web ending just went live under the company
  • Next results in late October can reset the story
What to watch
  • Stock broke below about $290
  • Drop below the 50-day average earlier in August
  • Latest quarter profits slightly below expectations
12
IDEAMember idea
-13.2%vs S&P -1.5%
Watch
Picked Aug 9, 2026Pick $425.99→Now $369.68 (as at Sep 1, 2026)
UpcomingEarnings Sep 2, 2026 · Est. EPS $3.22 · Est. rev $29.24B

The big worry now is a string of bad headlines after the pick, including a sharp drop below key chart lines and fresh fears that the company’s software unit could lose trust after widely reported security bugs and pricey contract changes. The upside case still holds because demand for AI data centers is real, and the next earnings update on September 2 could reset the story if results and the outlook calm people down.

What's going for it
  • Next results due September 2, 2026
  • Big AI data center build-out still underway
  • Mix of chips and software can steady results
  • Some analysts still positive after the drop
What to watch
  • Stock fell below key chart support lines
  • Serious VMware security bugs, reported active attacks
  • EU fight over VMware licensing documents
  • Public pushback on VMware contract and partner changes
  • Analyst downgrades and target cuts after the slide
13
IDEAMember idea
+1.0%vs S&P -0.2%
Watch
Picked Aug 23, 2026Pick $27.41→Now $27.67 (as at Sep 1, 2026)
UpcomingEarnings Nov 4, 2026 · Est. EPS $0.57 · Est. rev $395.7M

The big worry now is the huge buyout: they sold a lot of new shares and added new debt, so if the deal slips or the new wells underperform, the stock can stay stuck. The reason the pick can still work is the business just posted strong cash results and higher output, and a clean deal close would let investors focus on steady cash returns again.

What's going for it
  • Oil and gas prices can still jump on headlines
  • Deal close would remove a big unknown
  • They raised the cash needed for the deal
  • Cash generation looked strong in the latest quarter
  • They already lifted the dividend right after the deal news
What to watch
  • Big share sale to fund the buyout
  • New long-term debt added in early August
  • Deal still needs approvals and can be delayed
  • Stock is down while the broad market is up
  • Oil prices fell early this week
14
IDEAMember idea
-17.5%vs S&P +2.3%
At risk
Picked Jun 7, 2026Pick $161.57→Now $133.28 (as at Sep 1, 2026)
EarningsReported Aug 19, 2026 · EPS beat $1.22 vs $1.19 · (2.52) · Rev $15.18B vs $15.16B

The big worry is that the latest update showed weaker results in its biggest US clothing stores, and the next quarter profit outlook was softer than Wall Street expected, which helped drive a sharp selloff. The good news is demand for bargain shopping is still strong, the home business is doing well, and management is still set up to keep buying back shares.

What's going for it
  • Shoppers keep looking for deals
  • Home items are still a bright spot
  • Stock buybacks can support returns
  • Lower import costs can help profits
What to watch
  • Next quarter profit outlook disappointed
  • Big US clothing chain slowed
  • Wall Street downgrades after results
  • Stock broke the $156.50 risk line
15
IDEAMember idea
-5.3%vs S&P -0.5%
Picked Aug 30, 2026Pick $95.46→Now $90.39 (as at Sep 1, 2026)
UpcomingEarnings Oct 20, 2026 · Est. EPS $0.67 · Est. rev $1.91B

Review pending — rankings refresh every Saturday.