10 July 2026 Screener
No candidates cleared the 7/10 conviction bar with sufficient repetition to be actionable this run. Full universe rebuilt (511 tickers: S&P 500 + Nasdaq-100 + Nokia/Ericsson, exclude-list dropped), 32 names cleared the ≥40%-off-52-week-high trough bar, and all 32 got a real diligence pass this run — either fresh re-verification (8 existing log tickers) or first-time full workups (21 new names) or lightweight reaffirmation checks (5 previously-rejected names).
Strongest new leads (7/10, 1st appearance — logged to Watchlist, not actionable per the “no single run is actionable” rule):
BSX (Boston Scientific) $44.57, -59.3% off high. Expanding FCF, medtech oligopoly, genuine director insider buying in May. Counter-case: active securities-fraud litigation over EP-growth disclosures.
PODD (Insulet) $160.61, -54.8% off high. Accelerating revenue/FCF, tubeless-pump patent moat, post-recall insider buying. Counter-case: two 2026 device corrections plus a resulting fraud lawsuit.
ZTS (Zoetis) $76.48, -52.3% off high. Animal-health oligopoly, growing FCF, insider buying. Counter-case: flagship Librela franchise hit by FDA safety warnings.
NOW (ServiceNow) $107.60, -48.9% off high. Directly contradicts the “AI disrupts SaaS” fear with accelerating bookings data. Counter-case: still priced at ~35x EV/FCF, not statistically cheap.
Existing tracked tickers, updated with fresh evidence: NFLX, CPRT, CEG, and INTU all moved to their 2nd appearance (Elevated status) — but for CPRT, CEG, and INTU the fresh evidence was negative (weakening theses, not building conviction), flagged explicitly as “Elevated scrutiny” rather than bullish momentum. ADBE held at 2 appearances (this run’s evidence was stale/mixed, doesn’t cross to the 3-appearance High-conviction threshold). CMG and BR had no fresh evidence and stay at 1 appearance; CMG’s price also recovered out of the discount band.
Rejected outright: RKLB (worsening negative FCF, heavy CEO insider selling around a dilutive acquisition), PSKY (distressed post-merger leverage, Altman Z 0.45), LEN (FCF collapsed 98.7% YoY). Five prior rejections (ORCL, ACN, NKE, CRWV, FISV) were reaffirmed with fresh evidence — FISV flagged as the closest to an emerging catalyst (STAR network sale process advancing).
14 more names logged at sub-7 conviction (GDDY, FIS, WDAY, PYPL, TYL, CTSH, LDOS, ALB, CSGP, TRI, LULU, PTC, CRM, TSCO)