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By monthly tradition, you’ll get an update on our Best Buys of the month.
What’s going on in the markets? And what are our favorite stocks?
Let’s get a little bit wiser today.
![100+] June Aesthetic Wallpapers | Wallpapers.com](https://substackcdn.com/image/fetch/$s_!Xy_c!,w_1100,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F21a496e1-10eb-4ccf-bfb8-f3e69a35af2a_1920x1080.jpeg "100+] June Aesthetic Wallpapers | Wallpapers.com") |
May 2026
The S&P 500 rose +5.0% in May.
However, the start of June was more rough: -2.4%.
To give an example, the Nasdaq was down 4.4% this week while some ‘boring quality stocks’ did really well:
Brown & Brown: +4.8%
Ameriprise Financial: +2.2%
Medpace: +2.2%
I expect more and more moves like this to happen going forward.
Investors are ‘Fearful’ today according to the Fear & Greed Index:
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Best & Worst Performers
This overview shows you the best and worst performers in our investable universe.
Worst performers
The cheaper we can buy great companies, the better.
Here are the worst performers of the past month:
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Best performers
These stocks did well over the past month:
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💧 Spotlight: Badger Meter, Inc. ($BMI)
How Does The Company Make Money?
Badger Meter provides the technology to measure and control whatever moves through a pipe.
They’ve managed to transform from a simple mechanical meter manufacturer into a high-tech water management solutions provider.
As a result, they are now a clear market leader:
Over 90% revenue share in the U.S. market