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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%

2022OMDE Q2 Results.PNG

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.