Great businesses at fair prices — here's why each makes the list.
…and 331 more buy candidates in the full briefing.
124 name(s) sliding toward Avoid:
Value $100,000 ▲ +0.0% since 2026-07-16 · S&P -0.3% · Cash $1,016
| Stock | Held | Price | Today | Since buy | Grade |
| DUOL | 77 sh | $128.94 | ▼ -1.7% | +0.0% | 90 |
| HIG | 73 sh | $136.65 | ▲ +1.6% | +0.0% | 90 |
| INTU | 33 sh | $294.79 | ▲ +5.4% | +0.0% | 89 |
| LOPE | 69 sh | $143.16 | ▲ +1.0% | +0.0% | 89 |
| META | 15 sh | $664.54 | ▼ -2.5% | +0.0% | 89 |
| NBIX | 58 sh | $171.55 | ▼ -0.3% | +0.0% | 89 |
| NEM | 110 sh | $90.83 | ▼ -4.6% | +0.0% | 90 |
| PRI | 31 sh | $312.75 | ▲ +2.5% | +0.0% | 92 |
| PTC | 78 sh | $127.36 | ▲ +3.0% | +0.0% | 89 |
| RMD | 49 sh | $202.76 | ▲ +2.1% | +0.0% | 89 |
Fictional money · prices update daily · a live test of whether the picks actually work.
Read by the scheduled agent. News is context alongside the grade — it never overrides it.
Q2 earnings scheduled for Aug 5 (after close), webcast Aug 6. No guidance or preview numbers yet — this is just the scheduling announcement. The stock hit a new all-time high at $312.33 on Jul 16, and Dowling & Partners recently lifted their full-year EPS estimates. A separate headline notes an insider Form 144 stock-sale filing (a routine pre-clearance notice, not necessarily alarming on its own but worth watching alongside earnings).
Bottom line: No fundamental surprise here. The all-time high and rising analyst estimates are consistent with the very high grade (92.5). Earnings on Aug 5 will be the next real test.
A busy week for Newmont with several genuinely material stories:
1. Earnings next week (Jul 23). Analysts expect $2.18 EPS (+52% YoY) on $6.19B revenue (+16%). However, the consensus was revised down ~3% over the last 30 days, and the Earnings Surprise Predictor is negative (-12.55%), so a miss is possible despite four straight beats.
2. TD Cowen upgraded to Buy (Jul 14), citing attractive valuation after the stock's recent slide. Price target set at $127.
3. Cadia mine resumed operations after a seismic event — no injuries or damage. Key growth projects (Ahafo North in Ghana, Tanami Expansion 2 in Australia, Cadia panel caves) continue to advance.
4. Gold stocks sold off Jul 16 as an oil-price spike reignited inflation fears and pushed rate expectations higher, hurting non-yielding gold. NEM fell ~2% on the day.
Bottom line: The grade (90.5) reflects strong profitability and explosive growth. Near-term, gold-price swings and the Jul 23 earnings are the catalysts to watch. The analyst upgrade and operational restart are positive, but the soft earnings-surprise indicator adds a note of caution.
Two material items:
1. Piper Sandler downgraded HIG as part of a broader insurance-sector reshuffle. Their thesis: commercial insurance premiums posted their first decline since 2017, and large diversified insurers like Hartford lose pricing power in this environment. They recommend rotating toward specialty insurers and brokers instead.
2. SEC 8-K filing (Jul 15) — the filing page returned a 403 error and couldn't be read. Given the timing, it likely relates to the dividend declaration ($0.60/share quarterly) or the new board appointment (Randy Larsen, ex-AssuredPartners CEO), both of which were announced the same day. Neither is a red flag.
Bottom line: The Piper Sandler downgrade is a real headwind — it's a thoughtful sector call, not just a price-target tweak. The grade (90.2) captures Hartford's excellent financials, but the pricing-cycle turn is something to keep an eye on. News and grade disagree somewhat here; the grade says strong business, the analyst says the cycle is shifting against it.
Several threads worth following:
1. T-Mobile's AI translation feature spooked the stock briefly, but retail investors called the selloff "stupid" (Stocktwits). The competitive threat from phone-based AI translation is real long-term but doesn't touch Duolingo's core use case (structured language learning, gamification, certification).
2. Morgan Stanley raised its price target on user growth, while a separate Seeking Alpha piece downgraded it as "no longer cheap."
3. AI inference costs are a known near-term headwind — management expects margin compression mid-year before costs come down in H2. The company targets 20% YoY growth in 2026 and is expanding into Chess (~7M daily users already) and Math.
4. Russell index reclassification from growth to value — procedural, not fundamental. Changes which funds hold it, not the business.
Bottom line: The grade (89.8) reflects genuine quality. The T-Mobile headline is noise for now. The real question for DUOL is whether AI inference costs stay manageable and whether the non-language bets (Chess, Math) keep scaling. Q2 earnings Aug 5.
Stock hit a 52-week low at $139.94 and dropped ~5% amid what appears to be sector-wide selling in education names rather than company-specific news. Institutional trimming (Candriam reduced its stake) added pressure.
Bottom line: No fundamental catalyst for the drop — this looks like market/sector rotation. The grade (89.4) remains very high. Worth monitoring whether the selling is a buying opportunity or the start of something bigger, but nothing in the news suggests the business broke.
Two notable stories:
1. RBC Capital downgraded RMD to Sector Perform (from Outperform), cutting the price target from $276 to $234. Reasons: FY27 headwinds from replacing Astral ventilators, higher input costs, and component supply constraints.
2. MatrixCare divestiture for $490M to Frazier Healthcare Partners. ResMed is shedding its post-acute care software unit to sharpen focus on sleep/respiratory devices and connected health. RBC called the sale "not material to the outlook."
Bottom line: The downgrade is worth noting — it flags real near-term execution risks (ventilator transition, costs). But the divestiture is a sensible strategic move. The grade (89.3) still reflects strong profitability and financial health. The stock outperformed the market on Jul 16 despite the downgrade, suggesting the market may have already digested the news.
Positive product news:
1. Gartner named PTC Windchill a Leader (highest on "Ability to Execute") and Arena a Visionary in the PLM software Magic Quadrant. This is a meaningful industry endorsement — Gartner estimates 60%+ of manufacturers will rely on PLM for AI-driven product innovation by 2030.
2. Onshape Labs launched to bring AI into the product development process (early-access rendering and robotics tools).
3. An analyst piece highlights PTC's strong 84.7% gross margin, 38.7% operating margin, and 21% billings growth.
Bottom line: The Gartner recognition reinforces PTC's competitive moat in industrial software. No negative catalysts. The grade (89.2) looks well-supported.
1. Earnings estimates rising — FY EPS estimates up ~5% in the last 30 days, now at $9.48 (+48% YoY). Zacks rates it a Strong Buy (#1). Truist also raised its price target, citing pipeline potential.
2. Insider selling — the chief legal officer sold $1.79M in stock (options exercise + sale). Routine for biotech executives, but noted.
Bottom line: Estimate revisions are strongly positive and align with the high grade (88.8). No concerning fundamental news. The pipeline is the long-term driver — INGREZZA (tardive dyskinesia) remains the revenue engine.
Mixed signals:
1. Zacks upgraded to Buy based on 4.3% consensus estimate increase over 3 months — a mechanical, estimate-driven call.
2. Piper Sandler initiated with Underweight (sell-equivalent) and a street-low price target — a bearish counterpoint.
3. Securities-fraud lawsuits allege misstatements about TurboTax's competitive advantages and growth. The legal risk is real and goes to the heart of Intuit's consumer-tax narrative. Timing is bad — lawsuits overlap with analyst downgrades and workforce reductions.
4. A congressman sold up to $50K in INTU stock — minor, but adds to the negative headline noise.
Bottom line: The grade (88.6) reflects Intuit's strong profitability and growth. But the legal overhang and the Piper Sandler bearish initiation introduce real uncertainty. This is a stock where the news picture is more mixed than the grade suggests — worth watching how the lawsuits develop.
The big-picture story:
1. AI spending scrutiny intensifies ahead of earnings. Wall Street wants evidence that Meta's massive capex is generating real returns in ad targeting and user engagement, not just future promises.
2. Seeking Alpha upgraded to Buy, citing alleviated concerns. Bank of America maintained Buy. Bloomberg noted a "sudden stock rebound" as investors endorsed the AI spending plans.
3. Mag 7 valuations at decade lows — a Motley Fool piece argues the group is historically cheap, with Meta among the favorites.
4. Broader tech sold off Jul 16 on Google/Gemini AI delay news — spill-over, not Meta-specific.
Bottom line: Meta's grade (88.6) is driven by excellent profitability and growth. The market debate is entirely about AI capex payoff timing. No company-specific bad news this week. Earnings will be the tell.
Q2 earnings approaching — Wall Street expects a loss of $0.97/share, but revenue up 10.5% to $4.09B. Fuel expenses nearly doubled YoY to $1.33B, which is the main culprit behind the expected loss. However, EPS estimates were revised up 76% in the last 30 days, meaning things are getting less bad.
The Hawaiian Airlines integration is the key long-term catalyst — bulls see network synergies and premium offerings, bears worry about execution costs in a tough demand environment.
Bottom line: The low grade (40.2) reflects weak financials right now (the expected loss, high fuel costs). But the rapidly improving estimates and integration upside suggest this could be a turnaround story. The grade and the analyst sentiment are pulling in opposite directions — the grade is backward-looking, the estimates are forward-looking.
Jim Cramer is bullish, betting on eventual rate cuts making timber attractive again. Raymond James upgraded the stock on valuation. But the thesis is entirely rate-dependent: "if rates go up, this stock goes down." Market currently expects rates to stay higher.
Bottom line: The grade (40.6) reflects Weyerhaeuser's struggles in a high-rate environment. The bullish case requires a rate-cut catalyst that hasn't materialized yet. No operational news.
Very little company-specific news — only tangentially related articles about chip stocks and Blackstone. Nothing material to report.
A Seeking Alpha piece explicitly downgraded Whirlpool, arguing the company "will continue to face turbulent waters" as the economy enters recession. Restructuring and debt refinancing efforts are in progress but haven't turned the ship yet. An institutional holder (RWWM Inc.) increased its position — a contrarian bet.
Bottom line: The low grade (44.2) and the recession-risk downgrade tell the same story. Whirlpool needs a macro recovery in housing/consumer durables to improve.
Several stories, but one stands out:
1. Starbucks is building AI tools in-house to replace $400M/year in vendor software (Microsoft, IBM, Oracle). They expect $30M in tech savings in 2026, with bigger cuts to follow. This is a genuine cost-reduction catalyst, and the market liked it (+3% on the news).
2. Valuation remains stretched — P/E of 80.9x vs industry 24x. A DCF model pegs intrinsic value at ~$78, meaning the stock may be 35% overvalued on cash flows. The $2B cost-reduction program is real but rising labor costs may offset much of the benefit.
3. Best quarter in 2 years — 6% global comp-store sales growth, first simultaneous revenue + earnings growth in over two years. The turnaround under the new leadership is showing results.
4. Q3 FY2026 earnings call scheduled — date to be confirmed.
Bottom line: The grade (44.5) reflects past weakness (margins, debt). The business is clearly improving — the AI cost cuts and comp-store recovery are real. But the valuation is very rich for what's still an early turnaround. If execution continues, the grade should eventually catch up.
- The Hartford SEC 8-K filing (sec.gov) returned a 403 and could not be read. Based on same-day press releases, it likely covers the dividend declaration or board appointment.
- Google News redirect links (news.google.com/rss/articles/...) were not fetched — these typically redirect through Google's AMP/SPA shell and often don't yield readable article text. Material stories were read via their original Yahoo Finance, Motley Fool, or direct publisher URLs instead.
- Several articles in the packet were generic "stocks to watch" listicles or institutional holding disclosures (Form 13F filings) — these were skipped as noise.
- No holdings in the portfolio currently, so no holding-specific news to report.
MarketMind is a personal, educational stock-research tool. Every morning it screens roughly 900 large- and mid-cap U.S. companies, grades each one from 0–100 on five research-backed pillars — financial health, profitability, growth, valuation, and moat — and surfaces the businesses that look strong and reasonably priced.
The idea it rests on: over the long run, a stock's price follows the company's profits. So rather than chasing hype, MarketMind looks for great businesses at fair prices and lets time do the work.
It also runs a Paper Fund — a fictional $100,000 that automatically follows the tool's own Buy ratings — so you can watch, over time, whether the picks actually work. It's pretend money: nothing here is ever bought or sold for real.
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