The market is in a recovery mode and certain stocks are outperforming others. As always, those are the names we're interested in!

Let's check out a long idea from the Paper segment.

This is the video recording of the March 2022 Mid-month Conference Call.

• The Inflation Trade Persists - In Bonds & Commodities
• Bearish Sentiment in Stocks - Setting Up For Further Squeeze
• Stocks for Rising Rates Showing The Most Strength
• Metals & Mining Stocks Still Showing Leadership
• A lot of Bullish Retests In Global Markets Ex-U.S.
• My Favorite Gold Stocks To Own Right Now
• Which Growth Stocks to Bottom Fish Down Here
• Why Aussie/Yen is so important to watch right now
• Bitcoin AVWAP at 46K

From the desk of Steve Strazza @sstrazza

This is one of our favorite bottom-up scans: Follow the Flow. 

In this note, we simply create a universe of stocks that experienced the most unusual options activity — either bullish or bearish… but NOT both.

We utilize options experts, both internally and through our partnership with The TradeXchange. Then, we dig through the level 2 details and do all the work upfront for our clients.

Our goal is to isolate only those options market splashes that represent levered and high-conviction, directional bets.

We also weed out hedging activity and ensure there are no offsetting trades that either neutralize or cap the risk on these unusual options trades.

From the desk of Steve Strazza @Sstrazza.

Welcome back to our latest Under the Hood column, where we'll cover all the action for the week ended March 18, 2022. This report is published bi-weekly and rotated with our Minor Leaguers column.

What we do here is analyze the most popular stocks during the week and find opportunities to either join in and ride these momentum names higher, or fade the crowd and bet against them.

We use a variety of sources to generate the list of most popular names.

There are so many new data sources available that all we need to do is organize and curate them in a way that shows us exactly what we want: a list of stocks that are seeing an unusual increase in investor interest.

The highlight of today’s list is the Altimeter Capital Form 4, which revealed a $7 million purchase in the mid-cap software stock Confluent $CFLT.

Altimeter now owns 5,131,700 shares of CFLT.

There was also a significant Form 4 filing by Sequoia Capital’s Roelof Botha, detailing a purchase in the diagnostics and research company Natera $NTRA.

Botha purchased roughly $5 million of NTRA stock, bringing his total share count to over 1.3 million.

We discussed it earlier this week, but now that the weekend is here, it's a good idea to take a step back and recognize what's going on.

The bottom line is this: the number of Breadth Thrusts are adding up.

From the desk of Steve Strazza @Sstrazza

Our International Hall of Famers list is composed of the 100 largest US-listed international stocks, or ADRs. We’ve also sprinkled in some of the largest ADRs from countries that did not make the market cap cut. 

These stocks range from some well-known mega-cap multinationals such as Toyota Motor and Royal Dutch Shell to some large-cap global disruptors such as Sea Ltd and Shopify.

It’s got all the big names and more--but only those that are based outside the US. You can find all the largest US stocks on our original Hall of Famers list.

The beauty of these scans is really in their simplicity.

We take the largest names each week and then apply technical filters in a way that the strongest stocks with the most momentum rise to the top.

Based on the market environment, we can also flip the scan on its head and filter for weakness.

Let’s dive in and take a look at some of the most important stocks from around the world.

Here’s this week’s list:

We’ve talked a lot about the unusual options activity in commodity stocks like Freeport-McMoRan $FCX in recent weeks and months. 

Yesterday, we saw more of the same, as options traders made some major splashes in April monthly calls for both the oil services giant Schlumberger $SLB and the British integrated oil and gas name Shell Plc $SHEL.

From the desk of Steve Strazza @Sstrazza

Yesterday, we discussed one of our favorite stocks from the hot list right now and today, we have another new idea.

Before we get there though, let’s reiterate yesterday’s trade.

Durable Capital Partners continues to be active, now with an $8.5 million purchase of software company Clearwater Analytics Holdings $CWAN.

In recent weeks, the investment firm has also made filings for purchases in Duolingo $DUOL and Warby Parker $WRBY.

We debuted a new scan recently which goes by the name- All Star Momentum.

All Star Momentum is a brand new scan that guides us towards the very best stocks in the market. This time around, we have incorporated our stock universe of Nifty 500 as the base. Among the 500 stocks that we follow, this scan will pump out names that are most likely to outperform the market.

From the desk of Steve Strazza @Sstrazza

Welcome to the 2 to 100 Club.

As many of you know, something we've been working on internally is using various bottom-up tools and scans to complement our top-down approach. It's really been working for us!

One way we're doing this is by identifying the strongest growth stocks as they climb the market-cap ladder from small- to mid- to large- and, ultimately, to mega-cap status (over $200B).

Once they graduate from small-cap to mid-cap status (over $2B), they come on our radar. Likewise, when they surpass the roughly $30B mark, they roll off our list.

But the scan doesn't just end there.

We only want to look at the strongest growth industries in the market, as that is typically where these potential 50-baggers come from.