Monthly Analysis Report
Reviewing the top 10 stocks for each of the seven investment strategies, including strongest candidates and largest market narratives.
Stocks appearing in the top 10 of two or more strategies simultaneously — the highest-conviction candidates from this screening cycle.
| Conviction | Ticker | Company / Strategies | Sector |
|---|---|---|---|
| 4/7 | MEGP.L |
ME Group International plc
|
Industrials |
| 3/7 | GNS.L |
Genus plc
|
Healthcare |
| 3/7 | MU |
Micron Technology, Inc.
|
Technology |
| 2/7 | ARE |
Alexandria Real Estate Equities, Inc.
|
Real Estate |
| 2/7 | CMCSA |
Comcast Corporation
|
Communication Services |
| 2/7 | FUTR.L |
Future plc
|
Communication Services |
| 2/7 | ITV.L |
ITV plc
|
Communication Services |
| 2/7 | LULU |
lululemon athletica inc.
|
Consumer Cyclical |
| 2/7 | PAF.L |
Pan African Resources PLC
|
Basic Materials |
| 2/7 | PHP.L |
Primary Health Properties Plc
|
Real Estate |
| 2/7 | SNDK |
Sandisk Corporation
|
Technology |
| 2/7 | SUPR.L |
Supermarket Income REIT plc
|
Real Estate |
| 2/7 | VICI |
VICI Properties Inc.
|
Real Estate |
Ranks stocks based on Earnings Yield and Return on Capital to find high-quality businesses trading cheaply.
| Rank | Ticker | Company Name | Sector | Price | Market Cap | EY | ROC |
|---|---|---|---|---|---|---|---|
| 1 | PAF.L | Pan African Resources PLC | Basic Materials | 104.50 | £2.17 billion | 28.47% | 34.06% |
| 2 | FOUR.L | 4imprint Group plc | Communication Services | 4478.00 | £1.26 billion | 13.46% | 56.53% |
| 3 | GNS.L | Genus plc | Healthcare | 2304.00 | £1.49 billion | 20.56% | 29.21% |
| 4 | DECK | Deckers Outdoor Corporation | Consumer Cyclical | 81.99 | $10.94 billion | 12.93% | 34.73% |
| 5 | FRES.L | Fresnillo plc | Basic Materials | 2235.00 | £16.47 billion | 14.07% | 27.73% |
| 6 | MEGP.L | ME Group International plc | Industrials | 111.80 | £418.9 million | 18.95% | 24.76% |
| 7 | EDV.L | Endeavour Mining plc | Basic Materials | 3736.00 | £9.00 billion | 15.61% | 27.11% |
| 8 | LULU | lululemon athletica inc. | Consumer Cyclical | 107.24 | $12.42 billion | 17.51% | 24.50% |
| 9 | MU | Micron Technology, Inc. | Technology | 884.74 | $1001.02 billion | 10.36% | 45.13% |
| 10 | DNLM.L | Dunelm Group plc | Consumer Cyclical | 867.00 | £1.75 billion | 10.68% | 30.49% |
Focuses on companies returning significant cash to shareholders relative to their share price.
| Rank | Ticker | Company Name | Sector | Price | Market Cap | Yield |
|---|---|---|---|---|---|---|
| 1 | LAND.L | Land Securities Group Plc | Real Estate | 667.00 | £5.53 billion | 13.31% |
| 2 | ITH.L | Ithaca Energy plc | Energy | 302.80 | £5.00 billion | 8.77% |
| 3 | UTG.L | Unite Group PLC | Real Estate | 476.40 | £2.45 billion | 7.91% |
| 4 | ITV.L | ITV plc | Communication Services | 64.65 | £2.34 billion | 7.73% |
| 5 | MEGP.L | ME Group International plc | Industrials | 111.80 | £418.9 million | 7.73% |
| 6 | PHP.L | Primary Health Properties Plc | Real Estate | 94.40 | £2.45 billion | 7.73% |
| 7 | WKP.L | Workspace Group Plc | Real Estate | 345.00 | £664.6 million | 7.57% |
| 8 | VICI | VICI Properties Inc. | Real Estate | 24.46 | $26.93 billion | 7.52% |
| 9 | SUPR.L | Supermarket Income REIT plc | Real Estate | 83.75 | £1.14 billion | 7.52% |
| 10 | ARE | Alexandria Real Estate Equities, Inc. | Real Estate | 40.20 | $7.00 billion | 7.16% |
Focuses on the highest yielding stocks but adds a filter for lower share prices.
| Rank | Ticker | Company Name | Sector | Price | Market Cap | Yield |
|---|---|---|---|---|---|---|
| 1 | DOC | Healthpeak Properties, Inc. | Real Estate | 19.03 | $13.49 billion | 6.41% |
| 2 | KHC | The Kraft Heinz Company | Consumer Defensive | 24.34 | $28.86 billion | 6.57% |
| 3 | VICI | VICI Properties Inc. | Real Estate | 24.46 | $26.93 billion | 7.52% |
| 4 | GIS | General Mills, Inc. | Consumer Defensive | 34.29 | $18.33 billion | 7.12% |
| 5 | ARE | Alexandria Real Estate Equities, Inc. | Real Estate | 40.20 | $7.00 billion | 7.16% |
| 6 | ITV.L | ITV plc | Communication Services | 64.65 | £2.34 billion | 7.73% |
| 7 | SUPR.L | Supermarket Income REIT plc | Real Estate | 83.75 | £1.14 billion | 7.52% |
| 8 | PHP.L | Primary Health Properties Plc | Real Estate | 94.40 | £2.45 billion | 7.73% |
| 9 | MEGP.L | ME Group International plc | Industrials | 111.80 | £418.9 million | 7.73% |
| 10 | LMP.L | LondonMetric Property Plc | Real Estate | 184.40 | £4.50 billion | 6.83% |
Seeks stocks with a low Price-to-Earnings (P/E) ratio and a low Price-to-Book (P/B) ratio.
| Rank | Ticker | Company Name | Sector | Price | Market Cap | P/E | P/B |
|---|---|---|---|---|---|---|---|
| 1 | HPQ | HP Inc. | Technology | 28.78 | $25.95 billion | 10.98 | -282.16 |
| 2 | SHC.L | Shaftesbury Capital PLC | Real Estate | 146.00 | £2.67 billion | 6.95 | 0.65 |
| 3 | FUTR.L | Future plc | Communication Services | 284.80 | £249.5 million | 7.70 | 0.26 |
| 4 | CHTR | Charter Communications, Inc. | Communication Services | 111.49 | $14.49 billion | 2.90 | 0.78 |
| 5 | GPE.L | Great Portland Estates Plc | Real Estate | 341.00 | £1.38 billion | 8.97 | 0.65 |
| 6 | CMCSA | Comcast Corporation | Communication Services | 23.22 | $82.45 billion | 7.35 | 0.89 |
| 7 | CTVA | Corteva, Inc. | Basic Materials | 11.64 | $7.77 billion | 7.19 | 0.96 |
| 8 | HMSO.L | Hammerson Plc | Real Estate | 352.80 | £2.06 billion | 8.82 | 0.89 |
| 9 | BLND.L | British Land Company PLC | Real Estate | 425.00 | £4.36 billion | 9.44 | 0.72 |
| 10 | CURY.L | Currys plc | Consumer Cyclical | 143.80 | £1.46 billion | 10.27 | 0.63 |
Focuses on deep value, ranking stocks by their Earnings Yield alone (Low EV / EBIT).
| Rank | Ticker | Company Name | Sector | Price | Market Cap | EY |
|---|---|---|---|---|---|---|
| 1 | PAF.L | Pan African Resources PLC | Basic Materials | 104.50 | £2.17 billion | 28.47% |
| 2 | HBR.L | Harbour Energy plc | Energy | 308.00 | £4.59 billion | 24.48% |
| 3 | IAG.L | International Consolidated Airlines Group S.A. | Industrials | 402.60 | £17.50 billion | 23.64% |
| 4 | AEP.L | AEP Plantations Plc | Consumer Defensive | 155.00 | £588.9 million | 23.63% |
| 5 | GNS.L | Genus plc | Healthcare | 2304.00 | £1.49 billion | 20.56% |
| 6 | VTY.L | Vistry Group PLC | Consumer Cyclical | 260.80 | £829.0 million | 20.52% |
| 7 | FUTR.L | Future plc | Communication Services | 284.80 | £249.5 million | 19.32% |
| 8 | MEGP.L | ME Group International plc | Industrials | 111.80 | £418.9 million | 18.95% |
| 9 | CMCSA | Comcast Corporation | Communication Services | 23.22 | $82.45 billion | 18.58% |
| 10 | LULU | lululemon athletica inc. | Consumer Cyclical | 107.24 | $12.42 billion | 17.51% |
Ranks companies by their 52-week price performance to identify strong upward trends.
| Rank | Ticker | Company Name | Sector | Price | Market Cap | 52W Chg |
|---|---|---|---|---|---|---|
| 1 | MRNA | Moderna, Inc. | Healthcare | 221.72 | $88.52 billion | 790.08% |
| 2 | SNDK | Sandisk Corporation | Technology | 1150.89 | $163.76 billion | 455.96% |
| 3 | MU | Micron Technology, Inc. | Technology | 884.74 | $1001.02 billion | 276.97% |
| 4 | DELL | Dell Technologies Inc. | Technology | 424.30 | $269.78 billion | 165.01% |
| 5 | STX | Seagate Technology Holdings plc | Technology | 644.58 | $147.97 billion | 142.73% |
| 6 | APA | APA Corporation | Energy | 52.82 | $18.51 billion | 134.86% |
| 7 | VLO | Valero Energy Corporation | Energy | 399.66 | $111.46 billion | 132.90% |
| 8 | WDC | Western Digital Corporation | Technology | 366.11 | $137.04 billion | 131.69% |
| 9 | MPC | Marathon Petroleum Corporation | Energy | 444.73 | $129.83 billion | 127.15% |
| 10 | HPE | Hewlett Packard Enterprise Company | Technology | 55.09 | $73.13 billion | 124.86% |
Focuses on companies demonstrating rapid expansion based on earnings growth.
| Rank | Ticker | Company Name | Sector | Price | Market Cap | EPS Gr | Rev Gr |
|---|---|---|---|---|---|---|---|
| 1 | SNDK | Sandisk Corporation | Technology | 1150.89 | $163.76 billion | 6913.30% | 377.90% |
| 2 | PSX | Phillips 66 | Energy | 282.83 | $110.32 billion | 4299.00% | 46.40% |
| 3 | PAGE.L | Michael Page Plc | Industrials | 213.80 | £665.7 million | 2486.20% | 0.10% |
| 4 | HAL | Halliburton Company | Energy | 36.17 | $29.92 billion | 2400.00% | 1.80% |
| 5 | OXIG.L | Oxford Instruments plc | Technology | 2574.00 | £1.41 billion | 1905.80% | -0.60% |
| 6 | MKS.L | Marks and Spencer Group plc | Consumer Cyclical | 412.00 | £8.52 billion | 1760.00% | 27.20% |
| 7 | SMIN.L | Smiths Group plc | Industrials | 2697.00 | £7.42 billion | 1550.10% | 4.90% |
| 8 | DDOG | Datadog, Inc. | Technology | 235.27 | $84.48 billion | 1498.50% | 35.60% |
| 9 | GNS.L | Genus plc | Healthcare | 2304.00 | £1.49 billion | 1341.70% | -4.10% |
| 10 | MU | Micron Technology, Inc. | Technology | 884.74 | $1001.02 billion | 1059.50% | 379.30% |