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Sabrient Quantitative Investment Research
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News & Announcements - 2019 (January - June)

6-20-19:  Baker's Dozen Model Portfolio for June 2019 Has Launched
Sabrient Baker's Dozen Model Portfolio for June 2019 was launched on June 20, 2019. This portfolio, like all Baker's Dozen portfolios, comprises 13 top-ranked stocks from a cross-section of market caps and industries based on our GARP approach, i.e., growth at a reasonable price. Sabrient believes each of these stocks is positioned to perform well for the next 12 months. The portfolio will terminate on June 22, 2020. To follow the performance of this and previous Baker's Dozen portfolios, please visit Sabrient Baker's Dozen website.

6-17-19:  A new Sabrient Small Cap Growth UIT has launched
The 23rd Sabrient Small Cap Growth UIT Series (FMLYGX) was launched by First Trust Portfolios on June 17, 2019. The portfolio invests in top-ranked (at the time of their selection) small-cap stocks that represent a cross-section of industries that Sabrient believes are positioned to perform well in the coming year. The stocks are GARP stocks -- stocks that represent "growth at a reasonable price" -- and they are meant to be held for the full term of the trust, which terminates September 17, 2020. For a prospectus or fact sheet, please visit FirstTrustPortfolios.com.

6-10-19:  Sector Detector: Stocks regain their footing after trade negotiations stumble
by Scott Martindale
President, Sabrient Systems

In my prior commentary in early May, I wrote that investors were aggressively bidding up stocks and appeared to have "stopped looking over their shoulders with fear and anxiety and are instead focused on the opportunities ahead." The S&P 500 was retrenching after a breakout to new highs in preparation for a major upside move driven by a risk-on rotation -- which I expected would bode quite well for Sabrient's Baker's Dozen portfolios that have been predominantly composed of stocks from growth-oriented cyclical sectors and small-mid caps. After all, recession fears had subsided, US and Chinese economic data were improving, Q1 corporate profits were coming in better than expected, the Fed had professed that it had our backs, and of course, a resolution to the US/China trade impasse was imminent. Or so it seemed. Instead, the month of May gave stocks a wild ride.

It was exactly one year ago that President Trump escalated the trade war with China from simple threats of tariffs to actual numbers and dates, which ignited a risk-off rotation and a starkly bifurcated market, as the S&P 500 large-cap index continued to rise on the backs of defensive sectors and mega-caps while risk-on cyclical sectors and small-mid caps sold off. The big oversold risk-on recovery following Christmas Eve began to peter out in late April as the S&P 500 challenged its all-time high, but then the breakdown in negotiations last month created another risk-off market reaction reminiscent of last summer. In other words, stocks and investor sentiment have been jerked around by Trump's tweetstorms. . . Read more at Scott Martindale's blog

6-6-19:  Earnings Busters Alerts for Friday, 6-7-19
    RENEW (BUY):  Voya Financial, Inc. (VOYA)
Details are in the Earnings Busters newsletter.

6-4-19:  Weekly Stock Ratings Changes Now Available
This week's Stock Ratings Changes report is available for downloading.

5-24-19:  A new Sabrient Defensive Equity UIT has launched
A new Sabrient Defensive Equity UIT (FBNLPX), 20th in the series, was launched by First Trust Portfolios on May 24, 2019. This UIT seeks to find companies that are positioned to perform well in environments of falling stock prices but also those companies that have the potential to provide solid performance in rising markets. The stocks in the portfolio are selected through an investment strategy process developed by Sabrient. The portfolio will terminate on August 24, 2020. For a fact sheet or prospectus, please FirstTrustPortfolios.com.

5-23-19:  Earnings Busters Alerts for Friday, 5-24-19
    BUY:  DMC Global Inc. (BOOM)
    SELL: Winnebago Industries, Inc. (WGO)
Details are in the Earnings Busters newsletter.

5-21-19:  Weekly Stock Ratings Changes Now Available
This week's Stock Ratings Changes report is available for downloading.

5-20-19:  Baker's Dozen Model Portfolio for May 2019 Has Launched
Sabrient Baker's Dozen Model Portfolio for May 2019 was launched on May 20, 2019. This portfolio, like all Baker's Dozen portfolios, comprises 13 top-ranked stocks from a cross-section of market caps and industries based on our GARP approach, i.e., growth at a reasonable price. Sabrient believes each of these stocks is positioned to perform well for the next 12 months. The portfolio will terminate on May 21, 2020. To follow the performance of this and previous Baker's Dozen portfolios, please visit Sabrient Baker's Dozen website.

5-15-19:  11th Rising Rate Portfolio Launched
A new Sabrient Rising Rate Portfolio (FZNADX)) -- 11th in the series -- was launched by First Trust Portfolios on May 15, 2019. Historically, certain stocks have outperformed the market in periods during which longer-term Treasury bonds have rising yields, and Sabrient believes 10-year and longer Treasury yields are likely to rise over the next several years. The Sabrient Rising Rate Portfolio is a unit investment trust that seeks to find companies that Sabrient believes are positioned to perform well in environments of rising Treasury yields. The portfolio will terminate on May 14, 2021. For a fact sheet or prospectus, please visit FirstTrustPortfolios.com.

5-14-19:  Weekly Stock Ratings Changes Now Available
This week's Stock Ratings Changes report is available for downloading.

5-9-19:  Earnings Busters Alerts for Friday, 5-10-19
    BUY:  Pacira BioSciences, Inc. (PCRX)
    SELL: Olin Corporation (OLN)
Details are in the Earnings Busters newsletter.

5-7-19:  Weekly Stock Ratings Changes Now Available
This week's Stock Ratings Changes report is available for downloading.

5-2-19:  Sector Detector: Anticipation builds for US/China trade agreement amid encouraging earnings beats
by Scott Martindale
President, Sabrient Systems

The S&P 500 and Nasdaq Composite indexes both hit new all-time highs this week on strong breadth, and all the major indexes appear to be consolidating recent gains before attempting an upside breakout. P/E multiples are expanding, particularly among large caps, as stocks rise despite a temporary slowdown in earnings growth. Why are investors bidding up stocks so aggressively? They have stopped looking over their shoulders with fear and anxiety and are instead focused on the opportunities ahead. And on that horizon, recession fears are falling, optimism regarding a US-China trade resolution is rising, US and Chinese economic data are improving, corporate profits are better than expected, and the Fed has agreed to step out of the way. All of this reduces uncertainty that typically holds back business investment. Stocks valuations are forward looking and a leading economic indicator, so they already seem to be pricing in expectations for stronger economic growth in the Q3, Q4, and 2020.

I said in my commentary last month that I thought we may see upside surprises in Q1 and Q2 earnings announcements, given the low bar that had been reset, and indeed we are seeing higher-than-average earnings beats -- including big names like Apple (AAPL) and Facebook (FB), among many others -- as half of the S&P 500 companies have reported. Moreover. . . Read more at Scott Martindale's blog

4-30-19:  Weekly Stock Ratings Changes Now Available
This week's Stock Ratings Changes report is available for downloading.

4-25-19:  Earnings Busters Alerts for Friday, 4-26-19
    BUY:  Dine Brands Global, Inc. (DIN)
    SELL: Steel Dynamics, Inc. (STLD)
Details are in the Earnings Busters newsletter.

4-23-19:  Weekly Stock Ratings Changes Now Available
This week's Stock Ratings Changes report is available for downloading.

4-18-19:  Baker's Dozen Model Portfolio for April 2019 Has Launched
Sabrient Baker's Dozen Model Portfolio for April 2019 was launched on April 18, 2019. This portfolio, like all Baker's Dozen portfolios, comprises 13 top-ranked stocks from a cross-section of market caps and industries based on our GARP approach, i.e., growth at a reasonable price. Sabrient believes each of these stocks is positioned to perform well for the next 12 months. The portfolio will terminate on April 20, 2020. To follow the performance of this and previous Baker's Dozen portfolios, please visit Sabrient Baker's Dozen website.

4-16-19:  Weekly Stock Ratings Changes Now Available
This week's Stock Ratings Changes report is available for downloading.

4-16-19:   New Sabrient Dividend UIT Launched
A new Sabrient Dividend UIT Portfolio (Ticker: FPJYRX) -- 27th in the series -- was launched by First Trust Portfolios on April 15, 2019. This UIT seeks companies with above-average total return through a combination of capital appreciation and dividend income. The stocks are selected through an investment strategy process developed by Sabrient. The portfolio will terminate on April 15, 2021. For more information, a prospectus, or a fact sheet, please visit First Trust Portfolios.

4-16-19: 5th Dividend Opportunity UIT Launched
The fifth portfolio in the Sabrient Dividend Opportunity UIT Series (Ticker: FWKNEX) was launched by First Trust Portfolios on April 15, 2019. This UIT seeks companies with above-average total return through a combination of capital appreciation and dividend income. The stocks are selected through an investment strategy process developed by Sabrient. The primary difference between the Dividend Opportunity portfolio and the other Sabrient Dividend portfolios, is the length of term. The Dividend portfolios have a 2-year term, while the Dividend Opportunity Portfolio has a 15-month term,. This Dividend Opportunity portfolio will terminate on July 15, 2020. For more information, a prospectus, or a fact sheet, please visit First Trust Portfolios.

4-12-19:  Earnings Busters Alerts for Monday, 4-15 2019
    BUY:  United Rentals Inc. (URI)
    SELL: U.S. Foods Holding Corp. (USFD)
Details are in the Earnings Busters newsletter.

4-9-19:  Weekly Stock Ratings Changes Now Available
This week's Stock Ratings Changes report is available for downloading.

4-2-19:  Sector Detector: Stellar Q1 performance confronts brief yield curve inversion
by Scott Martindale
President, Sabrient Systems

You might not have realized it given the technical consolidation in March, but Q1 2019 ended up giving the S&P 500 its best Q1 performance of the new millennium, and the best quarterly performance (of any quarter) since Q3 2009. Investors could be forgiven for thinking the powerful rally from Christmas Eve through February was nothing more than a proverbial "dead cat bounce," given all the negative news about a global economic slowdown, the still-unresolved trade skirmish with China, a worsening Brexit, reductions to US corporate earnings estimates, and the Fed's sudden about-face on rate hikes. But instead, stocks finished Q1 with a flourish and now appear to be poised to take another run at all-time highs. The S&P 500, for example, entered Q2 less than 4% below its all-time high.

Overall, we still enjoy low unemployment, rising wages, and strong consumer sentiment, as well as a supportive Fed ("Don't fight the Fed!") keeping rates "lower for longer" (and by extension, debt servicing expenses and discount rates for equity valuation) and maintaining $1.5 trillion in excess reserves in the financial system. Likewise, the ECB extended its pledge to keep rates at record lows, and China has returned to fiscal and monetary stimulus to revive its flagging growth stemming from the trade war. Meanwhile, Corporate America has been quietly posting record levels of dividends and share buybacks, as well as boosting its capital expenditures -- which is likely to accelerate once a trade deal with China is signed (which just became more likely with the apparently-benign findings of the Mueller investigation). In addition, the bellwether semiconductor industry is presenting a more upbeat tone and an upturn from a cyclical bottom (due to temporary oversupply), while crude oil has broken out above overhead resistance at $60. On the other hand . . . Read more at Scott Martindale's blog

4-2-19:  Weekly Stock Ratings Changes Now Available
This week's Stock Ratings Changes report is available for downloading.

3-29-19:  Earnings Busters Alerts for Friday, March 29, 2019
    BUY:  Allegheny Technologies Inc. (ATI)
    SELL: Mellanox Technologies Ltd (MLNX)
Details are in the Earnings Busters newsletter.

3-26-19:  Weekly Stock Ratings Changes Now Available
This week's Stock Ratings Changes report is available for downloading.

3-20-19:  Baker's Dozen Model Portfolio for March 2019 Has Launched
Sabrient Baker's Dozen Model Portfolio for March 2019 was launched on March 20, 2019. This portfolio, like all Baker's Dozen portfolios, comprises 13 top-ranked stocks from a cross-section of market caps and industries based on our GARP approach, i.e., growth at a reasonable price. Sabrient believes each of these stocks is positioned to perform well for the next 12 months. The portfolio will terminate on March 21, 2020. To follow the performance of this and earlier Baker's Dozen portfolios, please visit Sabrient Baker's Dozen website.

3-19-19:  Weekly Stock Ratings Changes Now Available
This week's Stock Ratings Changes report is available for downloading.

3-18-19: Small Cap Growth UIT #22 Launched
The 22nd Sabrient Small Cap Growth UIT Series (FRUYTX) was launched by First Trust Portfolios on March 18, 2019. The portfolio invests in top-ranked (at the time of their selection) small-cap stocks that represent a cross-section of industries that Sabrient believes are positioned to perform well in the coming year. The stocks are GARP stocks -- stocks that represent "growth at a reasonable price" -- and they are meant to be held for the full term of the trust, which terminates June 18, 2020. For a prospectus or fact sheet, please visit FirstTrustPortfolios.com.

3-14-19:  Earnings Busters Alerts for Friday, March 15, 2019
    BUY:  Hilton Worldwide Holdings Inc. (HLT)
    SELL:  XPO Logistics, Inc. (XPO)
Details are in the Earnings Busters newsletter.

3-12-19:  Weekly Stock Ratings Changes Now Available
This week's Stock Ratings Changes report is available for downloading.

3-5-19:  Sector Detector: Fundamentals suggest impressive risk-on recovery will continue
by Scott Martindale
President, Sabrient Systems

The first two months of 2019 have treated Sabrient's portfolios quite well. After a disconcerting 3Q2018, in which small-cap and cyclicals-heavy portfolios badly trailed the broad market amid a fear-driven defensive rotation, followed by a dismal Q4 for all stocks, the dramatic V-bottom recovery has been led by those same forsaken small-mid caps and cyclical sectors. All of our 12 monthly all-cap Baker's Dozen portfolios from 2018 have handily outperformed the S&P 500 benchmark since then, as fundamentals seem to matter once again to investors. Indeed, although valuations can become disconnected from fundamentals for a given stretch of time (whether too exuberant or too pessimistic), share prices eventually do reflect fundamentals. Indeed, it appears that institutional fund managers and corporate insiders alike have been scooping up shares of attractive-but-neglected companies from cyclical sectors and small-mid caps in what they evidently saw as a buying opportunity. Read more at Scott Martindale's blog

2-28-19:  Earnings Busters Alerts for Friday, March 1, 2019
    BUY:  Mellanox Technologies, Ltd. (MLNX)
    SELL:  T-Mobile US, Inc. (TMUS)
Details are in the Earnings Busters newsletter.

2-27-19:  Weekly Stock Ratings Changes Now Available
This week's Stock Ratings Changes report is available for downloading.

2-27-18:  New Defensive Equity Portfolio Launched
A new Sabrient Defensive Equity UIT (FWLDQX), 19th in the series, was launched by First Trust Portfolios on February 27, 2019. This UIT seeks to find companies that are positioned to perform well in environments of falling stock prices but also those companies that have the potential to provide solid performance in rising markets. The stocks in the portfolio are selected through an investment strategy process developed by Sabrient. The portfolio will terminate on May 27, 2020. For a fact sheet or prospectus, please visit FirstTrustPortfolios.com.

2-20-19:  Baker's Dozen Model Portfolio for February 2019 Has Launched
Sabrient Baker's Dozen Model Portfolio for February 2019 was launched on February 20, 2019. This portfolio, like all Baker's Dozen portfolios, comprises 13 top-ranked stocks from a cross-section of market caps and industries based on our GARP approach, i.e., growth at a reasonable price. Sabrient believes each of these stocks is positioned to perform well for the next 13 months. The portfolio will terminate on February 21, 2020. To follow the performance of this and earlier Baker's Dozen portfolios, please visit Sabrient Baker's Dozen website.

2-15-19:  Earnings Busters Alerts for Friday, February 15, 2019
    BUY:  CF Industries Holdings Inc. (CF)
    SELL:  Progressive Corporation (PGR)
Details are in the Earnings Busters newsletter.

2-12-19:  Weekly Stock Ratings Changes Now Available
This week's Stock Ratings Changes report is available for downloading.

1-31-19:  Earnings Busters Alerts for Friday, February 2, 2019
    BUY:  SS&C Technologies Holdings, Inc. (SSNC)
    SELL:  Lam Research Corporation (LRCX)
Details are in the Earnings Busters newsletter.

1-29-19:  Weekly Stock Ratings Changes Now Available
This week's Stock Ratings Changes report is available for downloading.

1-18-19:  Baker's Dozen Model Portfolio for January 2019 Has Launched
Sabrient Baker's Dozen Model Portfolio for January 2019 was launched on January 18, 2019. This portfolio, like all Baker's Dozen portfolios, comprises 13 top-ranked stocks from a cross-section of market caps and industries based on our GARP approach, i.e., growth at a reasonable price. Sabrient believes each of these stocks is positioned to perform well for the next 13 months. The portfolio will terminate on January 20, 2020. To follow the performance of this and earlier Baker's Dozen portfolios, please visit Sabrient Baker's Dozen website.

1-17-19:  Earnings Busters Alerts for Friday, January 18, 2019
    BUY:  Alaska Air Group, Inc. (ALK)
    SELL:  PulteGroup, Inc. (PHM)
Details are in the Earnings Busters newsletter.

1-16-19:   New Sabrient Dividend UIT Launched
The 26th Sabrient Dividend UIT Portfolio (Ticker: FEVMDX) was launched by First Trust Portfolios on January 16, 2019. This UIT seeks companies with above-average total return through a combination of capital appreciation and dividend income. The stocks are selected through an investment strategy process developed by Sabrient. The portfolio will terminate on January 15, 2021. For more information, a prospectus, or a fact sheet, please First Trust Portfolios.

1-16-19: 4th Dividend Opportunity UIT Launched
The fourth portfolio in the Sabrient Dividend Opportunity UIT Series (Ticker: FOEAMX) was launched by First Trust Portfolios on January 16, 2019. This UIT seeks companies with above-average total return through a combination of capital appreciation and dividend income. The stocks are selected through an investment strategy process developed by Sabrient. The primary difference between the Dividend Opportunity portfolio and the other Sabrient Dividend portfolios, is the length of term. The Dividend portfolios have a 2-year term, while the Dividend Opportunity Portfolio has a 15-month term. This Dividend Opportunity portfolio will terminate on April 16, 2020. For more information, a prospectus, or a fact sheet, please visit First Trust Portfolios.

1-15-19:  Weekly Stock Ratings Changes Now Available
This week's Stock Ratings Changes report is available for downloading.

1-9-19:  Sector Detector: Investors enter New Year with combination of apprehension and optimism
by Scott Martindale
President, Sabrient Systems

After an "investor's paradise" year in 2017 -- buoyed by ultra-low levels of volatility, inflation, and interest rates, and fueled even more by the promise of fiscal stimulus (which came to fruition by year end) -- 2018 was quite different. First, it endured a long overdue correction in February that reminded investors that volatility is not dead, and the market wasn't quite the same thereafter, as investors' attention focused on escalating trade wars and central bank monetary tightening, leading to a defensive risk-off rotation mid-year and ultimately to new lows, a "technical bear market" (in the Nasdaq and Russell 2000), and the worst year for stocks since the 2008 financial crisis. Then, it was confronted with the Brexit negotiations falling apart, Italy on the verge of public debt default, violent "yellow vest" protests in France, key economies like China and Germany reporting contractionary economic data, and bellwether companies like FedEx (FDX) and Apple (AAPL) giving gloomy sales forecasts that reflect poorly on the state of the global economy. The list of obstacles seems endless.

Moreover, US stocks weren't the only asset class to take a beating last year. International equities fared even worse. Bonds, oil and commodities, most systematic strategies, and even cryptocurrencies all took a hit. A perfect scenario for gold to flourish, right? Wrong, gold did poorly, too. There was simply nowhere to hide. Deutsche Bank noted that 93% of global financial markets had negative returns in 2018, the worst such performance in the 117-year history of its data set. It was a bad year for market beta, as diversification didn't offer any help. Read more at Scott Martindale's blog

1-8-19:  Weekly Stock Ratings Changes Now Available
This week's Stock Ratings Changes report is available for downloading.

1-3-19:  Earnings Busters Alerts for Friday, January 4, 2019
    BUY (RENEW):  Commercial Metals Company (CMC)
Details are in the Earnings Busters newsletter.

News and Announcements Archives

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