QVM Stocks in Focus

There's a lot of cheap, high-quality stocks out there...

Good morning:

Stocks with strong F and light Graham scores are back in focus today. The list has gotten a lot longer… As I’ve noted, it’s best to focus on stocks within 2% the 20-day moving average on both sides. But it does require a bit more focus on more than just the numbers below. Everything must be qualified.

The name that intrigues me the most for a shot is Macy’s. It’s deeply undervalued, and if market momentum can remain somewhat strong… this can make a move back to $13.

In Focus

The market continues to grind higher, but volatility has not fully subsided. The S&P 500 pushed toward 5,535 yesterday, yet the VIX remains around 25 — the same level it reached on April 3, when the first wave of tariffs was implemented. Even with the rally, volatility has stayed elevated for 27 straight sessions. It’s a reminder that under the surface, markets aren’t as calm as they look.

We could get a break this morning. Treasury Secretary Scott Bessent and Press Secretary Caroline Leavitt are set to s…