What changed overnight
Filed with the SEC yesterday and scored overnight. 181 things worth a look this morning.
4 October 2026Previous dayNext day
Latest results
2Companies report their figures to the SEC every three months. Here is what changed for companies on the list and on watchlists.
Lennar reported results for the quarter to August 31: sales $8 billion, down 9% on a year ago; profit $284 million, down 52% on a year ago. It joined the list.
Quarterly report filed with the SEC on 2 October 2026. Read the filing.
Taylor Devices reported results for the quarter to August 31: sales $7 million, down 26% on a year ago; profit $456,933, down 79% on a year ago. It joined the list.
Quarterly report filed with the SEC on 2 October 2026. Read the filing.
New on the list
80These passed both our tests overnight: a good business at a fair price.
Prices from Friday’s close (2 October).
Crocs is back on the list after 10 days: strong business, 12.4% cash yield.
Number 2 on the list.
Chevron is back on the list after 10 days: strong business, 6.6% cash yield.
Number 6 on the list.
Chord Energy is on the list for the first time: strong business, 15.9% cash yield.
Number 19 on the list.
Murphy Oil is back on the list after 10 days: strong business, 6.6% cash yield.
Number 40 on the list.
Darling Ingredients is back on the list after 10 days: strong business, 6.8% cash yield.
Number 60 on the list.
PVH is back on the list after 10 days: good business, 20.5% cash yield.
Number 65 on the list.
Nucor is back on the list after 10 days: strong business, 2.9% cash yield.
Number 105 on the list.
Borgwarner is back on the list after 10 days: strong business, 9.8% cash yield.
Number 112 on the list.
Hershey is back on the list after 10 days: strong business, 5.6% cash yield.
Number 137 on the list.
Quanex Building Products is back on the list after 10 days: strong business, 10.4% cash yield.
Number 255 on the list.
AMN Healthcare Services is back on the list after 10 days: good business, 31.0% cash yield.
Number 303 on the list.
Commercial Metals is back on the list after 10 days: strong business, 5.8% cash yield.
Number 304 on the list.
Autodesk is back on the list after 10 days: strong business, 6.4% cash yield.
Number 330 on the list.
Pacira BioSciences is back on the list after 10 days: good business, 17.9% cash yield.
Number 361 on the list.
Tetra Tech is back on the list after 10 days: strong business, 5.2% cash yield.
Number 378 on the list.
Innovative Solutions & SupportIA
Innovative Solutions & Support is back on the list after 1 day: strong business, 4.2% cash yield.
Number 391 on the list.
Federal Signal is back on the list after 10 days: strong business, 4.8% cash yield.
Number 398 on the list.
OppFi is back on the list after 10 days: good business, priced at 0.4 times book value.
Number 411 on the list.
Lennar is back on the list after 10 days: good business, 4.2% cash yield.
Number 416 on the list.
NXP Semiconductors is back on the list after 10 days: strong business, 4.6% cash yield.
Number 417 on the list.
Showing the top 20 of 80.
Good companies near a 1-year low
10Strong businesses trading close to their lowest price in a year. Cheap, or cheap for a reason?
Prices from Friday’s close (2 October).
AppLovin is 1% above its lowest price in a year, and still scores strong on quality.
Price $268.22. Lowest in a year: $266.84.
Community Healthcare TrustCHCT
Community Healthcare Trust is 3% above its lowest price in a year, and still scores strong on quality.
Price $13.62. Lowest in a year: $13.23.
Hershey is 3% above its lowest price in a year, and still scores strong on quality.
Price $160.19. Lowest in a year: $156.16.
Insulet is 4% above its lowest price in a year, and still scores strong on quality.
Price $131.69. Lowest in a year: $126.40.
MGP Ingredients is 2% above its lowest price in a year, and still scores strong on quality.
Price $12.79. Lowest in a year: $12.50.
Netflix is 3% above its lowest price in a year, and still scores strong on quality.
Price $67.06. Lowest in a year: $65.08.
Resideo Technologies is 5% above its lowest price in a year, and still scores strong on quality.
Price $18.35. Lowest in a year: $17.51.
Somnigroup International is 3% above its lowest price in a year, and still scores strong on quality.
Price $61.97. Lowest in a year: $60.08.
Stryker is 3% above its lowest price in a year, and still scores strong on quality.
Price $275.43. Lowest in a year: $267.00.
Texas Roadhouse is 2% above its lowest price in a year, and still scores strong on quality.
Price $156.14. Lowest in a year: $153.83.
Moving up the list
89These climbed our list of undervalued companies overnight.
Prices from Friday’s close (2 October).
Pfizer moved up to number 7 (from 198).
Up 191 places overnight.
Halliburton moved up to number 8 (from 26).
Up 18 places overnight.
Matson moved up to number 9 (from 176).
Up 167 places overnight.
FTI Consulting moved up to number 14 (from 164).
Up 150 places overnight.
Magnolia Oil & Gas moved up to number 20 (from 29).
Up 9 places overnight.
Photronics moved up to number 23 (from 134).
Up 111 places overnight.
Ovintiv moved up to number 35 (from 150).
Up 115 places overnight.
PTC moved up to number 36 (from 168).
Up 132 places overnight.
MGM Resorts International moved up to number 42 (from 244).
Up 202 places overnight.
TE Connectivity moved up to number 43 (from 326).
Up 283 places overnight.
Baker Hughes moved up to number 52 (from 286).
Up 234 places overnight.
PepsiCo moved up to number 57 (from 291).
Up 234 places overnight.
Nutex Health moved up to number 64 (from 376).
Up 312 places overnight.
Simpson Manufacturing moved up to number 72 (from 257).
Up 185 places overnight.
Dorman Products moved up to number 80 (from 420).
Up 340 places overnight.
Fair Isaac moved up to number 98 (from 313).
Up 215 places overnight.
TransUnion moved up to number 100 (from 348).
Up 248 places overnight.
Acuity Inc. (de) moved up to number 115 (from 262).
Up 147 places overnight.
Choiceone Financial ServicesCOFS
Choiceone Financial Services moved up to number 117 (from 323).
Up 206 places overnight.
First Busey moved up to number 128 (from 321).
Up 193 places overnight.
Showing the top 20 of 89.