Today's Equity Roster addition is Donaldson (DCI).
Long Ideas
| Symbol | Company | Sector | Current Price | Action Price | Target | Stop | Notes |
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| ACT | Enact Holdings Inc | Finance | $35.75 | mid-to-hi 30s | 48 | 31 | 5 for 5'er, top half of favored FINA sector matrix, spread quad top, 2.2% yield, Earn. 11/5 |
| BN | Brookfield Corp. | Wall Street | $45.12 | mid-to-hi 60s | 62.50 | 41 | Due to a stock split, we will adjust our stop to $41, which would take out multiple levels of support on BN's $0.50 chart. Earn. 11/13 |
| BLFS | BioLife Solutions, Inc. | Healthcare | $27.86 | 23 - 25 | 40 | 20 | 5 for 5'er, top third of HEAL sector matrix, LT pos peer & mkt RS, spread triple top, R-R~3.0, Earn. 11/10 |
| AYI | Acuity Inc. | Building | $364.36 | 340s - 350s | 456 | 296 | 4 for 5'er, top half of BUIL sector matrix, triple top, buy on pullback, R-R~2.0 |
| INSW | International Seaways Inc | Oil Service | $46.33 | 42-47 | 62 | 34 | 4 TA rating, top 33% of OILS sector matrix, consec buy signals, buy on pullback, Earn. 11/6 |
| ATGE | Adtalem Global Education Inc. | Business Products | $153.10 | mid 130s - mid 140s | 174 | 122 | 5 for 5'er, top 20% of BUSI sector matrix, LT pos peer & mkt RS, buy on pullback, Earn. 10/30 |
| ATMU | Atmus Filtration Technologies, Inc. | Transports/Non Air | $44.39 | 42 - 45 | 54 | 36 | 4 for 5'er, top third of favored TRAN sector matrix, buy on pullback, Earn. 11/7 |
| JOYY | JOYY Inc. | Internet | $59.03 | mid-to-hi 50s | 88 | 48 | 5 for 5'er, top third of favored INET sector matrix, spread triple top, buy on pullback, R-R~4.0, 4.9% yield |
| SNOW | Snowflake, Inc. Class A | Software | $245.67 | low $230s to low $250s | 358 | 212 | 4 for 5'er, pos. trend and mkt RS buy signal since May; pulling back from rally high; top quintile of software matrix. |
| ESTA | Establishment Labs Holdings, Inc. | Healthcare | $49.31 | mid 40s | 61 | 36 | 4 for 5'er, top third of HEAL sector matrix, one box from market RS buy, good R-R, Earn. 11/6 |
| IBKR | Interactive Brokers Group, Inc. | Wall Street | $66.94 | mid-to-hi 60s | 79 | 59 | 5 for 5'er, #2 of 62 in favored WALL sector matrix, LT pos mkt & peer RS, buy on pullback |
| TPR | Tapestry Inc. | Textiles/Apparel | $116.34 | 110s | 163 | 92 | 5 for 5'er, #1 of 22 in favored TEXT sector matrix, LT pos mkt & peer RS, triple top, R-R~2.0, Earn. 11/6 |
| DCI | Donaldson Co Inc | Waste Management | $83.21 | 80 - 84 | 92 | 67 | 3/5'er; top 3rd of sector matrix; ATHs 10/21; R-R > 2. |
Short Ideas
| Symbol | Company | Sector | Current Price | Action Price | Target | Stop | Notes |
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Follow-Up Comments
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NDW Spotlight Stock
DCI Donaldson Co Inc. R ($84.16) - Waste Management - DCI is a 3 for 5’er that ranks within the top third of the favored waste management sector matrix and has shown positive near-term relative strength against the market since October 2022 and peer group since earlier this month (Oct. 2025). On the default trend chart, DCI has maintained a buy signal since April and positive trend since June of this year. This week’s action brought about a fourth buy signal with a triple top break at $84, a new all-time chart high. Long exposure can be considered here on the breakout or on a pullback to support at $80. We will set our stop loss point for the position at $67, which would violate multiple levels of support in the upper $70 to $80 range and the bullish support line. The current bullish price objective lies at $92, giving the stock a reward to risk ratio above 2 even at highs. DCI maintains a yield of 1.45% and earnings for the stock are due on 12/2.
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