Search

The market remains under pressure, though the sellers have eased up a bit during the past couple of trading days; it’s possible that, after a sharp plunge at the end of last week we could see a bounce or countertrend rally develop. That said, this remains a news-driven environment, especially as our leaders in Washington begin their posturing to deal with the Fiscal Cliff. Overall, the intermediate-term trend remains down, and while there are some stocks and sectors resisting the decline, it’s best to stick with your generally defensive stance, limiting new buying to small amounts, taking profits (or partial profits) quickly when you get them and holding a good amount of cash on the sideline.

This week’s list is a hodgepodge of names that are doing well, usually because of recent catalysts or great reactions to quarterly results. Our favorite is a lower-priced name that looks like a special situation—Nam Tai Electronics (NTE) is showing exceptional strength, has huge earnings and sales, and even a big dividend, too. It’s a hot potato, but a small position on weakness could work very well.

Stock Name	Price	Buy Range	Loss Limit
AMC Networks (AMCX)	0.00	49-51	-
BE Aerospace (BEAV)	0.00	43-45	-
BioMarin Pharmaceutical (BMRN)	0.00	46-47.5	-
Computer Sciences (CSC)	0.00	34-35	-
Copa Holdings (CPA)	0.00	91-94	-
Lions Gate Entertainment Corp. (LGF)	0.00	15-16	-
Mohawk Industries (MHK)	0.00	82-84.5	-
Nam Tai Electronics (NTE)	0.00	13-14	-
Quanta Services (PWR)	91.45	25-26	-
Thor Industries (THO)	104.76	41-43	-

The market party is on, but someone forgot to tell healthcare stocks.

They’re the only one of the 11 S&P 500 sectors that is actually down in the month since the presidential election. That has everything to do with these five letters: RFK Jr. But are concerns about Trump’s controversial pick to lead the Health and Human Services Department overblown? It appears Wall Street is starting to think so, as the sector has been in steady recovery after an initial sell-off. Still, as a whole, healthcare stocks have been the weakest performers of any major sector this year. And that spells opportunity for value investors.

In today’s issue, we add a big-name, undervalued healthcare stock to our Buy Low Opportunities portfolio. It’s a company whose name you likely know – and that’s showing signs of more consistent profit growth.

Details inside.

Momentum has broadened out to start 2026, with several previously under‑the‑radar groups (like industrials) showing powerful relative strength, even as last year’s market leaders take a breather.

This month’s issue leans into these emerging trends. I feature companies tied to infrastructure, building systems, aerospace engines, and industrial filtration. I’ve also included a fast‑moving biotech company with multiple near‑term catalysts.

Enjoy!

Occasionally, we bring you articles from outside sources that we think you will be interested in and benefit from. Today, we have an article from StreetAuthority’s Stock of the Month editor Amy Calistri.

With the market surging today, 20 positions under coverage and five more coming tomorrow, we’re going to take advantage of the opportunity to trim a few positions.