Hot or Not, Stock Market Edition: 11/27/2025

Here’s something to be thankful for this year: Killer gains from several of our Zen Investor portfolio picks. For today’s special edition newsletter, it’s ALL hot stocks representing some of our top alerts of the year that are all still Buy or Strong Buy rated:

• Enersys (ENS): An attractively-priced pick with solid fundamentals
• Universal Health Services (UHS): A recent addition that’s already uptrending 
• Valmont Industries (VMI): Quietly compounding, still Buy rated
• Tapestry (TPR): A hot stock with a recent pullback that could be a great entry point

P.S. For more stocks making moves, check out our Zen Ratings Upgrades & Downgrades screener.

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🔥 HOT: Tapestry (TPR)

• Added: June 2025
• Performance Since Added: +30%
• Zen Rating: A (Strong Buy) — Component Grades of A in Financials, B in Growth & Sentiment
• Industry: Luxury (A-rated industry); TPR ranked #1 of 9

Why It’s Hot: Despite broader market choppiness, global luxury demand has stayed resilient, supported by strong U.S. consumer spending, a rebound in international tourism, and affluent buyers who keep spending regardless of macro noise.

TPR is positioned perfectly in this environment. Its A-grade Financials make it the standout operator in an already high-quality group — that, plus solid revenue resilience, margin stability, and disciplined cost control, make it the #1-ranked stock in an A-rated industry.

Growth and Sentiment both come in at B-level strength, showing analysts and the market increasingly view the Tapestry + Capri merger synergies as real, durable tailwinds.

And a +30% gain since it was added to the Zen Investor portfolio confirms investors aren’t sleeping on this one.

Bottom line: Luxury leadership + financial strength = still hot.

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🔥 HOT: Valmont Industries (VMI)

• Added: November 2024
• Performance Since Added: +15%
• Zen Rating: B (Buy) — A in Safety & Financials

Why It’s Hot: Valmont proves that sometimes the hottest stocks are the ones quietly executing.

VMI specializes in infrastructure, irrigation, and utility-support structures, all categories benefiting from massive multi-year tailwinds: global water scarcity, grid upgrades, and infrastructure spending across the U.S. and abroad.

With A grades in Safety and Financials (why Financials are FTW), VMI is one of the most stable industrial operators in our entire coverage universe. That’s exactly why it continues climbing even during market chop — investors are rewarding companies with clean balance sheets, predictable cash flow, and exposure to essential infrastructure.

The stock is up +15% since we added it, and the macro backdrop (infrastructure reinvestment + global food/water pressures) hasn’t cooled one bit.

Bottom line: A quietly compounding industrial with elite fundamentals. Still hot.

🔥 HOT: Universal Health Services (UHS)

• Added: Early November 2025
• Performance Since Added: +5% (in just weeks)
• Zen Rating: A (Strong Buy) — A in Value
• Industry: Medical Care Facilities — A-rated, UHS ranked #5 of 40

Why It’s Hot: Fresh addition, early gains. All signs point to more strength ahead.

UHS sits in an A-rated healthcare industry that continues to benefit from several durable drivers: aging demographics, higher patient volumes, rising behavioral health demand, and ongoing reimbursement stabilization.

The company’s Component Grade of A for Value indicates it’s still well-priced. Combine that with strong industry positioning (ranked #5 of 40 stocks we track), and this is exactly the kind of setup smart investors should be tracking. 

Healthcare has also been a relative-strength winner through 2025, outperforming in volatile markets, with patient utilization trends improving. Investors are rewarding defensive growth + reasonable valuations, and UHS checks both boxes.

And even in just a few weeks, the stock is already up +5% since joining Zen Investor.

Bottom line: Strong industry, strong value, strong start. Still hot.

🔥 HOT: Enersys (ENS)

• Added: July 2025
• Performance Since Added: +50%
• Zen Rating: A (Strong Buy) — Component Grades of A in Value, B in Financials, Safety & Momentum

Why It’s Hot: Enersys continues to power ahead — literally and figuratively. The global shift toward energy storage, backup power, and grid-stabilization tech remains one of the strongest structural tailwinds in the market, and ENS is riding the wave perfectly.

The company’s Component Grade of A for Value indicates it's attractively priced in the industrial battery space, especially compared to newer, hype-driven competitors. Yet it still puts up strong B-level metrics in Financials and Safety, showing this rally isn’t built on sand.

Operational execution has been strong all year, with markets rewarding companies tied to electrification, resilience, and industrial-grade storage. ENS sits directly at that intersection — and the +50% climb since joining Zen Investor shows the market agrees.

Bottom line: Still hot. Very hot. And supported by real fundamentals.

What to Do Next?

• 77 Best Stocks NOW! >
• See All “A” Rated Stocks with +32.52% Average Annual Return >
• 2 New Stocks to Buy from Steve Reitmeister >

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