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Scorecard Update: 5 Stocks I am Watching in a Turbulent Market


Nov. 20 2020, Updated 1:09 p.m. ET

Ring my bell…(sing along)

On April 26, I published an article entitled “5 Stocks I am Watching in a Turbulent Market.” Let’s take a look at how each pick has performed compared with the S&P 500:

Stock Closing Price on 4/26 Closing Price on 5/9
Gain/(Loss) Gain/(Loss) of S&P 500
Alibaba Group Holding Ltd. (BABA) [Paired with JD.com in post]  $173.90 $195.43  12.38%  1.16%
 JD.Com Inc. (JD) [Paired with BABA in post] $36.50 $37.14 1.75%  1.16%
AutoZone, Inc. (AZO)  $619.29 $658.33 6.30%  1.16%
Scotts Miracle-Gro Co. (SMG)  $83.45 $ 80.54 (3.49)%  1.16%
AT&T Inc. (T) $33.10 $31.40 (5.14)%  1.16%
Take-Two Interactive Software, Inc. (TTWO) $99.19 $115.99 16.94%  1.16%
Average Return  4.79%  1.16%

On average, the picks more than quadrupled the return of the S&P 500 over the 2 week span. We try and find stocks with outsized upside return for the risk that aren’t just Apple.

Alibaba had a nice quarter and outlook.

JD.com has a slight miss on the outlook, but was priced so.

Autozone benefitted from upgrades from Goldman Sachs and O’Reilly’s (ORLY) positive report.

Scott’s Miracle-Gro is having a late spring and a dilutive acquisition, but now trades at 18.8x NTM estimated earnings for 31% 2019 calendar earnings growth and a 2.6% dividend yield.

AT&T is more of a yield play that now yields almost 6.4%!

Take-Two is still in a secular rising market and benefitted from positively received Activision (ATVI) and Electronic Arts (EA) reports.

We may talk about 5 new picks tomorrow, so make sure to check back tomorrow under the CEO Market Views tab of our website.

-JP Gravitt

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