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ProPicks AI Top-10: 2 Stocks Snagged Before Bullish Momentum Kicked Into Overdrive

Published 04/11/2024, 07:08
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  • ProPicks AI turns one year old this month with market-beating results.
  • This article is part of a series on the top 10 best-performing stocks added by our AI this year.
  • Today, we focus on stocks ranked 6 and 5 - those that the AI snagged right before the bullish momentum shifted into higher gear.

Momentum trading can be a great way of profiting from a stock's ongoing run, even if not by catching its entire share of gains but only a sizable chunk of it.

However, momentum can also often prove a harsh mistress, particularly when investors get too late to a stock and end up buying the top, holding the bag left by the others who were smart enough to run away at the exact time.

While separating the wheat from the tares holds the key to a successful momentum trade, actually doing it in real life is much easier said than done.

That's because these opportunities come in several shapes and sizes, frequently misleading those who try to spot them using the bias of the last successful entry.

Today, as we highlight stocks 5 and 6 from ProPicks AI's top picks of the year, we will dive deeper into how our AI-powered machine learning model can prove a game-changer for spotting momentum trades - and without buying the tops.

How? Well, by combining 25+ years of data sets with deep financial information from every company in the market, ProPicks AI cuts through the bias to deliver its users only high-probability trades at the start of every month.

In fact, in case you missed it, our November update is just out! Get all market-beating picks for the month ahead for just under $9 a month using this link.

Already a user? Then jump straight to our picks here.

Now, with no further ado, let's take a look at picks 5 and 6 of the year and understand how ProPicks AI perfectly spotted the right time to enter based on momentum.

Starting with Shift4 Payments (NYSE:FOUR):

#6 - Shift4 Payments: This Michael Burry Pick Is Up 88% YoY, and ProPicks Captured 48.5% of Those Gains in Just One Month

Michael Burry’s latest 13F filing revealed an intriguing investment choice: Shift4 Payments, a consumer-discretionary payments platform.

This fintech company has skyrocketed 88% over the past year. It is also Burry’s second-largest holding, accounting for 7.3% of his portfolio.

Michael Burry Portfolio

Source: InvestingPro

While Burry and other long-term holders enjoy significant profits over a longer timeframe, ProPicks capitalized on a remarkable 48.5% of those gains in just one month.

In November, the company’s stock, already in a bull phase, gained even stronger momentum following its earnings call on November 9, where the announcement of the strategic acquisition of Appetize took center stage.

ProPicks recognized that this bullish momentum was on the verge of accelerating even further and it proceeded to add Shift4 Payments to the 'Midcap Movers' strategy on November 1 as part of a timely rebalance.

Shift4 Payments Price Chart - ProPicks Entry

Just a month later on December 1, the stock left the strategy amid a new rebalance, locking in an impressive return during that brief window.

Shift4 Payments Price Chart - ProPicks Exit

The AI tool didn’t just track the stock’s long-term performance; it pinpointed the optimal moment to seize gains and lock in profits quickly, having the opportunity to deploy the capital elsewhere, and taking advantage of other potentially lucrative opportunities.

Now, let's turn our focus to another rising tech star, Broadcom (NASDAQ:AVGO), where ProPicks identified resilience amidst uncertainty, paving the way for significant returns.

#5 - Broadcom: How ProPicks Identified Resilience in the Face of Sheer Uncertainty

When ProPicks added Broadcom to its "Beat the S&P 500" strategy on November 1, 2023, few could have predicted the remarkable 64.8% gain that would follow by March 1, 2024.

The chipmaker has consistently rewarded investors, with its stock delivering a phenomenal 470% growth over the past five years - an average of 94% per year.

Broadcom Long Term Trend

However, past performance isn’t a guaranteed indicator of future success, and Broadcom faced its share of uncertainties before getting added by ProPicks as a part of the “Beat the S&P 500” rebalance on November 1, 2023.

In the five years leading up to its addition to the ProPicks strategy, Broadcom stock had already surged by 281%, indicating incredible bullish momentum.

After such a rally, some investors expected a correction, driven by growing concerns over the stock’s lofty valuation.

Adding to these concerns, Broadcom faced a potential hurdle with its pending acquisition of VMware (NYSE:VMW), a cloud computing and virtualization company.

As the November 26, 2023, acquisition deadline approached, many investors grew uneasy about the deal’s completion. If Broadcom failed to close it on time, a substantial $1.5 billion termination fee loomed.

While delays in finalizing the merger initially pressured VMware’s stock, Broadcom held steady, displaying resilience amidst this uncertainty.

But no one could have guessed that the bullish momentum was about to shift into high gear.

Spotting this shift, combined with the solid fundamentals of the stock, ProPicks strategically added the stock to its portfolio rebalance - a decision that led to remarkable returns in the face of uncertainty and fear among investors.

Broadcom - ProPicks Entry and Exit

Broadcom’s stock surged by 64.4% from the date of its addition to its removal from the strategy just a few months later.

This remarkable performance underscores the value of strategic insight during turbulent times—something that can be challenging for human investors to achieve due to emotional biases.

In contrast, AI-driven strategies can make data-driven decisions without being swayed by fear or greed, allowing for more objective and timely picks.

Bottom Line

ProPicks AI's data-driven approach has proven effective in navigating the complexities of momentum trading, capturing significant gains while minimizing risks associated with buying at market peaks.

By timing entries and exits with precision, ProPicks demonstrated that strategic AI-driven decisions can deliver significant gains amidst volatility.

Now, as things heat up, let's keep an eye on picks 3 and 4 - they will show an even more unexpected feature of ProPicks AI in the next article of the top-10 series.

Meanwhile, don't forget to monitor our monthly rebalance updates - They could feature stocks that may be about to experience a shift in bullish momentum.

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Disclaimer: This article is written for informational purposes only; it does not constitute a solicitation, offer, advice, counsel or recommendation to invest as such it is not intended to incentivize the purchase of assets in any way. I would like to remind you that any type of asset, is evaluated from multiple perspectives and is highly risky and therefore, any investment decision and the associated risk remains with the investor.

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