Report by Mill Street Research

Mill Street has developed an "Earnings Screen Score" ranking methodology that draws on selected inputs from their MAER (Monitor of Analysts’ Earnings Revisions) stock database to identify companies which have strong near-term fundamental momentum going into an earnings report. Mill Street’s research indicates that companies scoring highly in their ranking have a much higher chance of near-term improvements in analyst expectations than those that score poorly. Stocks most likely to produce positive near-term analyst estimate activity in the next couple of weeks include Lam Research, Regeneron Pharmaceuticals and Teradyne. Bottom ranked stocks include LyondellBasell, Eaton and Marathon Petroleum. Click here to access the full report.

Report by Cerundolo Investment Research

The XLI had a strong close last week as it made a new all-time high. Guy Cerundolo has scored and ranked the sector and come up with a basket of long ideas. The highest ranked stocks include Parker-Hannifin (see chart), Copart, Eaton, Grainger, ITT and Trane Technologies.