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A new month, a new Best Buys List.
Each month, I’ll give an overview of my favorite stocks of the month.
Let’s dive into this update and show you some of my favorite stocks.
July 2026
The S&P 500 was up +0.2% in July.
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Investors are neutral 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.
The biggest decliner this month? Monro Inc., losing 34%.
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Monro runs a national chain of automotive service and tire centers.
Monro’s stock dropped because weak consumers aren’t spending much on auto service, and the company reported an unexpected loss of $0.09 per share for its most recent quarter.
Revenue has declined year-over-year, after the company closed 145 underperforming stores.
And management reported that with high gas prices persisting, consumer trends were not any better in July.
Best Performers
Paycom Software was this month’s best performer, increasing by more than 50%!
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Paycom provides cloud-based human capital management and payroll software.
The stock has gone up because of a strong earnings report and improving margins due to AI efficiency.
Revenue grew nearly 10% year-over-year to $531 million.
Management raised its full-year 2026 revenue guidance
AI-driven automation tools are boosting efficiency, leading to expanding profit margins and stronger free cash flow
Spotlight: Home Depot ($HD)
How Home Depot Makes Money
Home Depot is the world’s largest home improvement retailer.
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