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.
Follow @GreenDotStocks
Information contained on this website represents only the opinions of the author and should not be used as the sole basis for investing decisions. By using this site, you agree to all statements in the Site Policy.
Watch List
| CRWD | 113.61% |
| NTNX | 44.26% |
| VEEV | 13.93% |
| SNOW | 50.86% |
| WDAY | -9.43% |
| ENLT | -10.81% |
| WEAV | -27.40% |
| SE | 36.62% |
| SPSC | 12.33% |
| RDDT | 14.74% |
| APPF | 13.92% |
| CMG | 39.56% |
| INTU | 44.44% |
| PSTG | 12.28% |
vs. Fair Value Estimates
Buy List
| TBBB | -35.38% |
| SEMR | -40.13% |
| ZETA | -39.20% |
| GOOG | -45.72% |
| ASR | -29.43% |
| HRMY | -55.45% |
| GLBE | -28.96% |
| YOU | -36.62% |
| MELI | -29.05% |
| ADBE | -39.09% |
vs. Fair Value Estimates
Hold List
| PINS | -14.33% |
| ASML | -13.33% |
| VTEX | 3.36% |
| TSM | -24.34% |
| NYAX | -24.98% |
| MSFT | -13.80% |
| ODD | 9.51% |
| FLYW | -16.08% |
| CELH | 32.77% |
| TOST | 38.47% |
| CPNG | 6.04% |
| HIMS | 40.46% |
| PAYC | -6.84% |
| MNDY | 18.12% |
| ZS | 81.90% |
| V | -2.80% |
| ADSK | 5.86% |
| NOW | 19.40% |
| ABNB | -23.85% |
| FTNT | -0.17% |
| TEAM | -15.16% |
vs. Fair Value Estimates