As we've journeyed through 2025, the market has presented a mix of volatility, uncertainty, and compelling opportunities. We’ve seen the S&P 500 dip into correction territory, fueled by tariff uncertainties and mounting recession fears. Despite these challenges, the consistent message from UVstocks.io has been the importance of staying the course, remembering that the market historically recovers and rises in value.
“You cannot learn without attention, neither retain those lessons that you have once learnt without frequently reflecting upon and reviewing them in your mind.”—Dorothea Dix
January kicked off with our algorithm successfully identifying Coterra Energy (CTRA) as an undervalued energy stock with a 5.0 Convergent Stock Rating (CSR), which subsequently climbed 6.24%. We also highlighted the success of H&E Equipment (HEES), a small-cap identified through our screens in November 2023 and a stock I’d been regularly investing in, which saw a one day 105% surge upon its acquisition in January 2025. Discussions also covered my personal investment strategy, leaning towards 100% equities—and away from bonds entirely—with dividends serving as downside protection.
In February, we delved into dividend investing, advising investors to look beyond high yields and focus on companies with a history of consistently increasing payouts and strong fundamentals. Our Analyzing Analysts series introduced the foundational investment approaches of fundamental and technical analysis, explaining how UVstocks.io's algorithm blends these methodologies to identify undervalued stocks.
By March, concerns about stagflation became prominent. We recommended focusing on recession-resistant sectors like consumer staples, energy and healthcare, and highlighted key metrics for identifying resilient companies, such as Earnings Consistency—an attribute of companies on a 20 Mile March. The need for a war chest of cash on the sidelines was also emphasized for navigating challenging economic times.
April brought some signals of hope, including softening tariff talks and positive earnings reports. The rare Zweig Breadth Thrust, a technical indicator, triggered on April 24th, historically preceding strong market rallies. However, we cautioned against relying solely on technical indicators, viewing them as windsocks rather than crystal balls. We also addressed the Federal Reserve's delicate balance in managing inflation and employment amidst tariffs.
May saw a reflection on Warren Buffett's enduring investment philosophy, underscoring his focus on intrinsic value, diversification, patient capital allocation, and companies with strong economic moats. This was particularly relevant as the U.S. government faced a credit rating downgrade by Moody's due to growing budget deficits—will America continue to grow itself out of debt? We also introduced Jim Collins's SMaC recipe (Specific, Methodical, and Consistent operating practices) as a framework for identifying 10xer companies that thrive in chaotic environments.
As we moved into June, the focus shifted to risk management in turbulent times. Drawing from Jim Collins's Productive Paranoia principle, we discussed avoiding fatal, asymmetric, and uncontrollable risks, and highlighted the importance of companies hoarding cash as a margin of safety. The escalation of the Mid-East conflict led to a bullish outlook on defense stocks, listing General Dynamics (GD), L3Harris Technologies (LHX), Lockheed Martin (LMT), Northrop Grumman (NOC), and RTX Corporation (RTX) as key players benefiting from increased demand.
In July, we analyzed the implications of the Big Beautiful Bill (B3), identifying short-term opportunities in energy and banking, and mid-term opportunities in infrastructure, defense, and healthcare. The ongoing debate between Dollar Cost Averaging (DCA) and Lump Sum Investing (LSI) was also explored, advocating for consistent investing while acknowledging the psychological aspect of market dips.
Looking at August, UVstocks.io continued to refine its approach, encouraging investors to "zoom out" to identify undervalued sectors (with Financials and Healthcare currently leading), and then "zoom in" on specific companies within those sectors. This strategy led to the discovery of GE HealthCare (GEHC), a rare "needle in a haystack" stock with full analyst consensus for a "Buy" rating and an intrinsic value gap.
At UVstocks.io, we’re continuously enhancing our data sources and algorithms to pinpoint rare opportunities that aren’t readily surfaced by popular stock sites nor LLMs (e.g., ChatGPT, Claude, Gemini). Our commitment is to provide our audience with the insights needed to find leading undervalued stocks in the stock market, helping them make informed decisions and remain resilient through market fluctuations.
Not sure where to start or know someone that could use the help? Help them along on their investment learning journey by sending them this article and the UVstocks.io link.
P.S. I'm sharing some investment information, but it's important to remember that what I'm providing is for informational purposes only and should not be construed as financial advice.
Happy Investing,
John
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