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Analysis
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Analysis
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Omega Equity List
The domestic equities quantitative financial model, or Omega (Ω), seeks to provide opportunities for short-term capital appreciation within the domestic equity markets.
Omega identifies mid- to large-cap U.S. common stocks that have either met or surpassed a robust set of quantitative selection criteria. It utilizes a proprietary algorithm to scrutinize current and previous years corporate financials (i.e., annual 10-K reports) and select equities it predicts will appreciate during the following year.
As an investment strategy, you can either invest in all, part, or merely one equity identified by Omega. Moreover, you can either invest for the entire one year duration or just for a quarter or two depending on your risk tolerance and desired return. However, please note, the Omega product is not intended to be anything other than a short-term investment strategy.
THE OMEGA MODEL
2022 EQUITY LIST
All returns include dividends and values as of 31-May-22
Company
Alaska Air Group Inc
Symbol
Q1 Return
Q2 Return
Q3 Return
Q4 Return
YTD Return
ALK
9.74%
-44.84%
0%
0%
-24.23%
Company
AmerisourceBergen Corp
Symbol
Q1 Return
Q2 Return
Q3 Return
Q4 Return
YTD Return
ABC
17.04%
-9.03%
0%
0%
7.41%
Company
ANSYS
Symbol
Q1 Return
Q2 Return
Q3 Return
Q4 Return
YTD Return
ANSS
-20.38%
-32.75%
0%
0%
-40.02%
Company
Booking Holdings
Symbol
Q1 Return
Q2 Return
Q3 Return
Q4 Return
YTD Return
BKNG
-3.08%
-34.27%
0%
0%
-27.82%
Company
Constellation Brands
Symbol
Q1 Return
Q2 Return
Q3 Return
Q4 Return
YTD Return
STZ
-8.03%
1.52%
0%
0%
-6.62%
Company
Deere & Co.
Symbol
Q1 Return
Q2 Return
Q3 Return
Q4 Return
YTD Return
DE
21.08%
-38.35%
0%
0%
-12.31%
Company
DuPont de Nemours, Inc.
Symbol
Q1 Return
Q2 Return
Q3 Return
Q4 Return
YTD Return
DD
-8.80%
-31.79%
0%
0%
-30.60%
Company
Ford Motor Company
Symbol
Q1 Return
Q2 Return
Q3 Return
Q4 Return
YTD Return
F
-20.03%
-51.03%
0%
0%
-46.73%
Company
Genuine Parts
Symbol
Q1 Return
Q2 Return
Q3 Return
Q4 Return
YTD Return
GPC
-9.84%
5.92%
0%
0%
-4.24%
Company
Gilead Sciences
Symbol
Q1 Return
Q2 Return
Q3 Return
Q4 Return
YTD Return
GILD
-16.73%
5.00%
0%
0%
-12.45%
Company
Lamb Weston
Symbol
Q1 Return
Q2 Return
Q3 Return
Q4 Return
YTD Return
LW
-5.13%
16.51%
0%
0%
13.47%
Company
Live Nation Entertainment
Symbol
Q1 Return
Q2 Return
Q3 Return
Q4 Return
YTD Return
LYV
-2.45%
-42.46%
0%
0%
-31.52%

The Omega Model as a whole is down; however, there are a few diamonds in the list that ended Q2 very strong: Constellation Brands (STZ), Genuine Parts (GPC), Gilead Sciences (GILD), and Lamb Weston (LW) among others.
Previous Omega Lists
These equity lists were derived from the Omega black box. Omega is a financial model that uses a sophisticated, proprietary algorithm to select common stocks with a high probability of capital appreciation.
The algorithm was back tested over ten years with 498 S&P 500 firms and twelve non-S&P firms. The result is Omega: 92.3% accuracy and market returns more than double of its benchmarks.
We encourage you to read the white paper to learn more about Omega, its development, and the outstanding results.