Dropping Several Green Screen Stocks From Consideration
May 7, 2025
There are a number of Green Screen stocks that I want to quickly remove from consideration. First, we have several new names in industries I have no interest in investing in (for previously discussed reasons). In oil and gas exploration and production (E&P), I'm discarding CNX Resources (CNX) and VAALCO Energy (EGY). In marine shipping, Genco (GNK) will be removed. From the contract-based engineering and construction field, I'm rejecting Argan (AGX). Amcor (AMCR) is a packaging company with under 5% organic growth, it is showing up due to its pending merger with Berry Global. As that is just a one-year phenomenon, it gets the boot. Finally, I did some preliminary work on BWX Technologies (BWXT) and, while it has a defensible nuclear supply business, it is almost 100% government-dependent, which is a red flag for me. So I am removing it as well.
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Watch List
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| APPF | 9.44% |
| CMG | 40.69% |
| VEEV | 23.06% |
| INTU | 25.82% |
| PSTG | 19.83% |
| WDAY | 4.25% |
| NTNX | 52.59% |
| CRWD | 101.00% |
| SE | 52.60% |
| SNOW | 29.30% |
vs. Fair Value Estimates
Buy List
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| TSM | -30.47% |
| ZETA | -25.45% |
| GOOG | -50.34% |
| NYAX | -32.64% |
| HRMY | -53.55% |
| YOU | -35.14% |
| ADBE | -38.20% |
vs. Fair Value Estimates
Hold List
| PINS | -16.63% |
| ASML | -13.00% |
| VTEX | 4.16% |
| MSFT | -18.49% |
| ODD | -8.85% |
| ASR | -18.83% |
| FLYW | -12.94% |
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| TOST | 46.53% |
| CPNG | 0.23% |
| HIMS | 62.03% |
| PAYC | -1.06% |
| MNDY | 22.57% |
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| ZS | 50.31% |
| V | -1.89% |
| ADSK | 10.00% |
| NOW | 25.21% |
| ABNB | -22.44% |
| MELI | -24.76% |
| FTNT | 4.01% |
| TEAM | -1.07% |
vs. Fair Value Estimates