Thanksgiving is my favorite holiday of the year. It's not even close.
So from the bottom of my heart, THANK YOU for all of your support over the years. You have no idea how much you mean to me and how appreciative we are for all the emails, comments, feedback and love that you gave us throughout 2024 and all of the years before that.
Seriously. Thank you.
Thanksgiving to me means Family, Friends, Football, Red Burgundy and Good Eats.
I know there are a few unfortunate souls out there who don't like Turkey. So if you're one of those, I can tell you for a fact, that it's only because you haven't had my Turkey yet!
You're invited next year.
I love Thanksgiving so much that we celebrate it at least one or two more times throughout the year, once in the Spring and probably one more time in early September.
Don't come at me with "Turkey isn't good". Maybe your turkey might not be great, but for the rest of us who know how to prepare it properly, there are few meals throughout the year that are as good as this one!
Welcome to TheJunior International Hall of Famers.
With the goal of finding more bullish setups, we have decided to expand one of our favorite scans and broaden our regular coverage of the largest US-listed international stocks, or ADRs.
This scan is composed of the next 100 largest stocks by market cap, those that come after the top 100 and are thus covered by the International Hall of Famers universe.
Many of these names will someday graduate and join our original International Hall Of Famers list. The idea here is to catch these big trends as early on as possible.
Let’s dive right in and check out what these future big boys are up to.
This is our Junior International Hall of Famers list:
Dividend Aristocrats are easily some of the most desirable investments on Wall Street. These are the names that have increased dividends for at least 25 years, providing steadily increasing income to long-term-minded shareholders.
As you can imagine, the companies making up this prestigious list are some of the most recognizable brands in the world. Coca-Cola, Walmart, and Johnson & Johnson are just a few of the household names making the cut.
Here at All Star Charts, we like to stay ahead of the curve. That's why we're turning our attention to the future aristocrats. In an effort to seek out the next generation of the cream-of-the-crop dividend plays, we're curating a list of stocks that have raised their payouts every year for five to nine years.
We call them the Young Aristocrats, and the idea is that these are "stocks that pay you to make money." Imagine if years of consistent dividend growth and high momentum and relative strength had a baby, leaving you with the best of the emerging dividend giants that are outperforming the averages.
Below is the 9th ASC Mastermind Lab. In this video, I'm joined by Grant Hawkridge, one of our analysts at All Star Charts and a specialist in understanding market sentiment.
How do we know when investors are "bullish" or "bearish"? Price, for one. But there are also several key indicators that we use to measure investor sentiment in addition to price alone. And understanding these indicators, how they work, and when to use them, is critical in getting a complete picture of the market.
In this scan, we look to identify the strongest growth stocks as they climb the market-cap ladder from small- to mid- to large- and, ultimately, to mega cap status (over $200B).
Once they graduate from small-cap to mid-cap status (over $2B), they come on our radar. Likewise, when they surpass the roughly $30B mark, they roll off our list.
But the scan doesn't just end there.
We only want to look at the strongest growth industries in the market, as that is typically where these potential 50-baggers come from.
The stock market is on fire and everyone is making money.
But are we making enough money, considering just how good things have been?
Let me rewind for a second. Do you remember all the promises about a recession that was definitely coming? The yield curve. The money printing. Trump is literally Hitler???
We were even told that we would get a credit crisis of some kind. Maybe even another black Monday...
But all we got instead was one of the greatest years for the stock market in American history.
Here's a chart from our pals over at Goldman Sachs showing this year's performance compared to all the other years over the past century.
In today's Flow Show, I flew solo. But have no fear, I have a great idea to work with that was brought to me by the All Star Options community and endorsed by the analysts here at All Star Charts.
You can watch the full episode here:
Earlier in the day, Steve and I were together on a live twitter/X spaces and we were talking about the strength we're seeing in the payments space. Not just the Visas and Mastercards, but the Paypals, Venmos, and Squares.
Universally, we liked the $SQ chart. And my ASO community likes it too.
So here's the weekly $SQ chart that I shared in the show:
A funny thing happened after Donald Trump won the U.S. Election by a landslide....
Everyone just assumed it would be bad for Solar stocks.
And it was, for a moment anyway...
But when everyone just assumes a specific outcome, and everyone is already positioned for that, we love to take the other side as that positioning unwinds.
Remember, it's not the fundamentals that drive asset prices. It's positioning, and the unwinds in extreme positioning that moves asset prices the most violently.
The latest example of this market anomaly is in Solar. Notice how during this sell-off, Momentum never reached oversold conditions.