Magic Recipe -0.19%
Deep Value 0.31%
Star List -0.32%
S&P 0.22%
Today's Performance (see long-term performance)

Substantial Changes In Magic Recipe Spell Last Week

The financial updates for Q3 rolled in last weekend, and with the new earnings numbers we have a major reset in the Magic Recipe Spell, with a full 11 positions turning over.

A lot of the "new" stocks are past tenants of the Magic Recipe Spell, including IDCC, AGX, CPLA, CHKP, etc. A few others stand out, though. Last week, we talked about the drug distributors, and this week two quite wide moat, dominant biotechnology names enter in Amgen (AMGN) and AbbVie (ABBV). Both are probably worth a closer look. Additionally, we've written in the recent past about two of the new entrants: Argan (AGX) and CheckPoint (CHKP) - check out those articles for a review and some thoughts on them.

Here are the full list of changes for last week (for changes in the subscriber screens, click here):

Magic Recipe

Tickers dropping out:

Terra Nitrogen Company, L.P. (TNH)
Myriad Genetics, Inc. (MYGN)
Fitbit, Inc. Class A (FIT)
USANA Health Sciences, Inc. (USNA)
Jazz Pharmaceuticals Plc (JAZZ)
A. O. Smith Corporation (AOS)
Church & Dwight Co., Inc. (CHD)
Leidos Holdings, Inc. (LDOS)
Globus Medical, Inc. Class A (GMED)
Greenbrier Companies, Inc. (GBX)
West Corporation (WSTC)

Tickers entering:

InterDigital, Inc. (IDCC)
Argan, Inc. (AGX)
CVS Health Corporation (CVS)
Capella Education Company (CPLA)
Check Point Software Technologies Ltd. (CHKP)
American Woodmark Corporation (AMWD)
Noble Midstream Partners LP (NBLX)
Amgen Inc. (AMGN)
AbbVie, Inc. (ABBV)
Lear Corporation (LEA)
Sally Beauty Holdings, Inc. (SBH)

10% Movers:

GameStop Corp. Class A (GME) 10.06%
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