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Stock Selection and Rebalancing Strategy
A detailed analysis of stocks with a market cap below $10 billion and a rating of 4 or higher, along with a proposed rebalancing strategy for the top 5 stocks.
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Aurora
Hello. Do you need help finding some new stocks for your watchlist? Maybe we can find stocks based on their Market Cap or Earnings Per Share?
User
What stocks with a a market cap below $10 billion as of March 1st 2024 have a rating of 4 or higher this year and last year?
Aurora
Here’s a summary of the stocks with a market capitalization below $10 billion as of March 1st, 2024, and a rating of 4 or higher in both 2023 and 2022:
Stocks Summary
| Symbol | Company Name | Market Cap (USD) | Market Cap Date | Rating 2023 | Rating 2022 |
|---|---|---|---|---|---|
| ABCB | Ameris Bancorp | $4,080,683,050 | 2024-02-29 | 4 | 4 |
| ACLS | Axcelis Technologies Inc | $6,570,732,000 | 2024-02-29 | 4 | 4 |
| AEHR | Aehr Test Systems | $1,526,138,250 | 2024-02-29 | 4 | 4 |
| AEIS | Advanced Energy Industries Inc | $4,750,246,650 | 2024-02-29 | 4 | 4 |
| AFBI | Affinity Bancshares Inc | $110,855,586 | 2024-02-29 | 4 | 4 |
| AGYS | Agilysys Inc | $2,500,383,734 | 2024-02-29 | 4 | 4 |
| ALRM | Alarm.com Holdings Inc | $5,328,891,038 | 2024-02-29 | 4 | 4 |
| AMKR | AMKOR Technology Inc | $8,399,393,200 | 2024-02-29 | 4 | 4 |
| AMSF | Amerisafe Inc | $1,469,051,516 | 2024-02-29 | 4 | 4 |
| APOG | Apogee Enterprises Inc | $1,744,411,933 | 2024-02-29 | 4 | 4 |
| ARCB | ArcBest Corp | $3,466,934,550 | 2024-02-29 | 4 | 4 |
| ARLP | Alliance Resource Partners LP | $3,794,126,280 | 2024-02-29 | 4 | 4 |
| ARHS | Arhaus Inc Class A | $2,063,418,976 | 2024-02-29 | 4 | 4 |
| ASO | Academy Sports and Outdoors Inc | $5,563,725,920 | 2024-02-29 | 4 | 4 |
| BANR | Banner Corp | $2,558,291,840 | 2024-02-29 | 4 | 4 |
| BCBP | BCB Bancorp Inc (NJ) | $345,882,600 | 2024-02-29 | 4 | 4 |
| BELFB | Bel Fuse Inc - Class B | $947,233,140 | 2024-02-29 | 4 | 4 |
| BFC | Bank First Corp | $936,260,920 | 2024-02-29 | 4 | 4 |
| BPRN | Princeton Bancorp Inc | $236,692,000 | 2024-02-29 | 4 | 4 |
| BSRR | Sierra Bancorp | $471,366,368 | 2024-02-29 | 4 | 4 |
| BSVN | Bank7 Corp | $276,297,458 | 2024-02-29 | 4 | 4 |
| BWFG | Bankwell Financial Group Inc | $285,288,910 | 2024-02-29 | 4 | 4 |
| CARG | CarGurus Inc - Class A | $6,115,709,256 | 2024-02-29 | 4 | 4 |
| CATY | Cathay General Bancorp | $3,981,983,087 | 2024-02-29 | 4 | 4 |
| CCRN | Cross Country Healthcares Inc | $1,413,548,100 | 2024-02-29 | 4 | 4 |
Observations
- Diverse Industries: The stocks listed span various industries, including technology, finance, and healthcare, indicating a broad range of investment opportunities.
- Strong Ratings: All listed stocks have maintained a rating of 4 or higher for both 2022 and 2023, suggesting consistent performance and reliability.
- Market Cap Range: The market caps of these companies vary significantly, from as low as $110 million to nearly $8.4 billion, providing options for different investment strategies.
Important Note
Please remember to double-check all financial data and observations generated by AI. While I strive for accuracy, it's always best to verify information from reliable sources before making any financial decisions.
Determining "Best" or "Worst" Stocks
When considering the "best" or "worst" stocks, I base this on the ratings provided. However, it's important to note that there isn't a definitive "best" or "worst" stock; investment decisions should consider various factors, including market conditions, individual financial goals, and risk tolerance. The ratings serve as a starting point for further analysis.
Summary
The stocks listed above meet your criteria of having a market cap below $10 billion and a rating of 4 or higher in both 2022 and 2023. This selection can serve as a potential watchlist for your investment considerations.
User
Do a rebalance trading strategy for the top 5 stocks on this list
Aurora
This JSON represents a rebalancing strategy for the top 5 stocks you provided. It allocates 20% of your portfolio to each stock. The condition for all actions is "Portfolio rebalance," signifying that these trades should occur during a portfolio rebalancing event. This assumes you want to equally weight these five stocks in your portfolio. You can adjust the percentages as needed to fit your desired allocation.