PICK RANKING

All 8 picks, ranked best to worst. Prices and returns update every trading day. The written review (what's helping, what to watch, conviction) refreshes every Saturday. Since May 24, 2026.

Prices as at Jul 17, 2026 · Review updated Jul 17, 2026

+2.6%
Avg pick return
-0.4%
S&P 500
+0.5%
Avg sector ETF

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. Percentages use the latest daily close and refresh each trading day; the written review refreshes on Saturdays. Past results don't tell you what will happen next.

1
IDEAMember idea
+7.2%vs S&P -0.4%
Conviction 74Watch
Picked May 24, 2026Pick $342.93→Now $367.69 (as at Jul 17, 2026)

The main worry is factory bottlenecks: the jet unit expects 2026 deliveries to stay roughly flat because parts and final build work are still tight. But the defense side keeps landing big Navy sub work, and the company’s order pile is large, which supports steady growth if execution stays on track.

What's going for it
  • Big Navy sub orders keep flowing in
  • Huge order pile gives steady work ahead
  • More hiring and new docks raise ship output
  • Next results due July 29, 2026
What to watch
  • Jet deliveries still held back by bottlenecks
  • Top lawyer set to retire later this year
  • Stock slipped under the 50-day average recently
2
IDEAMember idea
+3.6%vs S&P -0.2%
Conviction 74Watch
Picked Jul 5, 2026Pick $230.40→Now $238.69 (as at Jul 17, 2026)

Main worry: more headlines about fines, rule changes, and lawsuits tied to the medical-waste business could raise costs or scare customers. Still, this is a must-have service with strong local scale, and the next earnings update in late July could back up the steady long-run story.

What's going for it
  • Trash pickup stays needed in good times and bad
  • Next earnings report in late July could reassure
  • More pricing room as contracts reset over time
  • Medical-waste add-on can deepen customer ties
What to watch
  • Regulators fined a company landfill unit for air rules
  • New York proposing tighter waste-facility rules
  • Medical-waste unit tied to a pricing-related settlement claim
  • One senior leader is retiring today
  • At least one analyst cut its 2026 profit forecast
3
IDEAMember idea
+2.9%vs S&P -1.6%
Conviction 74Watch
Picked Jul 12, 2026Pick $199.02→Now $204.72 (as at Jul 17, 2026)

The main worry is that the next quarterly update (July 21) could show that demand from drug makers is still sluggish, which would cool the stock fast. Still, this business sells lots of repeat-use supplies and has a long record of running tightly, so it can keep growing over time even through a slow patch.

What's going for it
  • Next results in days could reset the story
  • Repeat sales from lab supplies support steadier demand
  • Long-term need for biologic drugs keeps spending alive
  • If rates fall, safer healthcare often gets attention
What to watch
  • Quarterly results are close; big swing risk
  • Earlier investor lawsuit settlement still hangs overhead
  • Some recent rating/target trims show lukewarm sentiment
  • Healthcare has seen some recent investor pullbacks
4
IDEAMember idea
+2.3%vs S&P +0.2%
Conviction 74Watch
Picked Jun 14, 2026Pick $223.84→Now $229.02 (as at Jul 17, 2026)

The big worry is a sudden squeeze on drug-distributor profits if big customers push for lower fees or if new rules change how money flows in the system. Still, the business has been delivering stronger results than expected and even raised its full‑year profit range, with the next update coming on August 11.

What's going for it
  • Next results on Aug. 11 could lift trust
  • They already raised this year’s profit outlook
  • Steady demand for medicines even in weak economy
  • Cash generation supports buybacks and dividends
What to watch
  • Product correction tied to alcohol prep pads
  • A lawsuit was filed in February
  • Accounting chief plans to retire in 2027
  • Next earnings day could disappoint
5
IDEAMember idea
+4.3%vs S&P -0.5%
Conviction 72Watch
Picked Jun 21, 2026Pick $185.64→Now $193.64 (as at Jul 17, 2026)

The main worry is the jet-engine inspection and repair work: it can still bring surprise costs, delays, and bad headlines. Even so, defense demand stays strong and visible, and airline repair work is still busy, so the company can keep turning its order book into real cash over time.

What's going for it
  • Big defense orders stretch out for years
  • Busy airline flying drives steady repair work
  • New radar win supports future sales
  • Credit outlook improved, easing funding pressure
What to watch
  • Jet-engine fixes could run longer and cost more
  • FAA engine inspection rule adds disruption risk
  • Mixed chart signals; watch key moving averages
  • Ongoing lawsuits tied to past engine issues
6
IDEAMember idea
+3.0%vs S&P +1.9%
Conviction 72Watch
Picked Jun 28, 2026Pick $341.37→Now $351.54 (as at Jul 17, 2026)

The biggest worry is that insurance pricing may cool, and one big storm season or rising lawsuit costs could hit results. Still, this business is known for careful risk-taking, and higher interest rates can keep boosting income from its big bond pile, which helps even in slower markets.

What's going for it
  • Higher bond yields lift interest income over time
  • Next results on July 21–22 could reset the story
  • Dividend was raised again this year
What to watch
  • One analyst cut its rating to “hold”
  • Industry signs point to more price competition
  • Storm losses could spike at any time
  • Watch the long-term trend line, but it’s still holding
7
IDEAMember idea
+1.4%vs S&P -1.8%
Conviction 72Watch
Picked May 31, 2026Pick $148.80→Now $150.85 (as at Jul 17, 2026)

The main worry is that a pullback in AI data-center spending would hit demand fast, and this stock can drop hard when that fear shows up. Still, recent results were very strong and the business is tied to long-lived trends like data centers and electrification, so it can keep growing if the buildout continues.

What's going for it
  • AI data-center buildout needs more cables and connectors
  • Next quarterly update on July 29 can lift trust
  • Big buy-side firms still sound positive lately
What to watch
  • Heavy dependence on AI data-center spending mood
  • Big past insider selling can spook buyers
  • New deal size raises “did they overpay?” worries
8
IDEAMember idea
-3.8%vs S&P +0.8%
Conviction 72Watch
Picked Jun 7, 2026Pick $160.69→Now $154.59 (as at Jul 17, 2026)

Main worry: the stock has slipped under the price level we said would break the setup, so the chart story needs to rebuild. But the business itself still looks solid, and the last update showed strong sales and profit growth plus higher plans for the year, with more cash coming back to owners.

What's going for it
  • Next results date is close (Aug. 19)
  • People still like cheaper “deal” stores
  • Recent quarter beat expectations and raised full-year plan
  • Dividend and buybacks keep supporting the stock
What to watch
  • Stock traded below $156.50 recently
  • Some analysts turned less positive on price
  • California warning notice tied to lead/cadmium claim

Important disclaimer

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.