Upticks

The FSI Sector Allocation list is updated during the first week of the month, though the precise day varies. Upticks is updated on an approximately monthly schedule. Core Stock Lists are updated at the discretion of the research team. Top Ideas and Bottom Ideas are updated approximately monthly.

Not at all. Many of our subscribers use the lists only as a source of ideas as they work to implement their own investment strategies.

As providers of investment research, Fundstrat Direct is regulatorily prohibited from providing investment advice such as what stocks to buy, at what price, and in what volumes. This would require a knowledge of the specifics of your financial situation.

The table below provides an easy way to compare and contrast each of the lists. For more information on a specific list, please click the menu to the left. In addition, each stock list includes a detailed introduction that includes a discussion of the methodologies and thinking behind the lists. Please note that some subscribers combine the ideas from multiple lists.

The various stock lists can be used as a list of actionable ideas that complement and enhance your existing investment strategy. The lists are not a replacement for your existing strategy, because except for the FSI Sector Allocation strategy, they're not strategies at all.

Those with a long-term view might wish to view the lists as ideas and suggestions on how to fill strategic and tactical allocation buckets, whether by market cap, industry, or sector. These allocation strategies can be based on the FSI Sector Allocation strategy or individually through the study of the regular research published by Tom Lee and Mark Newton, for example.

The research team at Fundstrat Direct is long-term constructive on the entire U.S. economy. The challenge, of course, is to identify those areas that represent what our work suggests is the best risk-reward ratio. The simple answer to why a stock makes it to our list is that the team behind that list believes it is among the best in this respect at this time. A stock can remain favored and still be removed from the list if the team believes another name has come to offer superior risk-reward. For investors who have included a stock in their portfolio at least partly due to its appearance on one of our lists, we suggest that its removal from that list should be viewed as a reminder to review whether the reasons why they invested in that stock are still valid, and not necessarily as a sell order.

The time horizons of our stock lists are each longer than a single day. As such, day-to-day and minute-to-minute market movements between updates are considered aggregately rather than individually or at the moment. While some subscribers use our stock lists to help guide their day-trading activities, each of the lists is updated just once per period.