Stocks On My Screen For Week Starting November 9th, 2020

Every week, our model comes up with 40 stocks, 20 positive and 20 negatives, to watch for next week’s trading. The model is based on a mix of fundamental and quantitative factors, built on my proprietary database of detailed earnings model on more than 1275 U.S. listed companies. The historical data for these earnings models is sourced from SEC filings. Performance of last week’s model portfolio for the week was, Net: 3.8% Longs: 11.7% Shorts:  -7.9% Assuming 5% is dedicated to each position, resulting in 0% net exposure and no…

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Youdao Inc, There’s Story Beyond Lockdown Too

Like many other ‘stay at home’ stocks, i.e. stocks that benefited from lockdown and people staying indoors, Youdao (NYSE: DAO) stock has more than doubled from mid-March levels, like many other online education stocks. As the market cools down and starts to focus on fundamentals again, highlighting problems at a lot of online learning companies, Youdao is one name that should be able to hold its own. U.S. investors are skeptical of the space, rightfully so Not just the online learning sectors, U.S. investors, in general, are skeptical of the…

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