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Hot Picks

AI-vetted picks: crashed companies whose fundamentals still hold up.

Earlier picks 3

Everything the screener has flagged before, most recent first.

EDU

🔥 HOT detected 2026-07-28 Fundamentals74/100
Buy: Buy — the 2021 crash was China banning for-profit tutoring, but EDU rebuilt around new businesses and is now growing 20%+ with beating earnings.

Declined -74.5% from its all-time high of $195.87 — now $49.91

$98.2$17.0 peak $96 20222023202420252026
I bought this
Full analysis & scorecard

What's going on

The stock's collapse from its 2021 peak was caused by China's "double reduction" policy that banned for-profit academic tutoring for kids, which gutted EDU's core business overnight; that is old news, not what is happening today — the stock is actually sitting at its 30-day high right now, not crashing.

The case for it

New Oriental pivoted away from banned academic tutoring into non-academic tutoring, study-abroad services, and adult education, and the pivot is working: revenue grew nearly 20% and earnings beat estimates last quarter with margins expanding. It has a fortress balance sheet ($4.8B cash vs $807M debt) and trades cheap (forward P/E under 12, PEG 0.85) while growing earnings 60%. Analysts see over 40% upside from here, and the recent price action shows strength (at 30-day highs), not panic.</thesis> <parameter name="risks">Profitability is still the weakest score (10/25) — margins are thinner than pre-crackdown, and the business remains exposed to unpredictable Chinese government policy on education, plus China-based accounting/regulatory disclosure has historically been a risk area for US-listed Chinese firms; earnings on 2026-07-29 could disappoint after such a strong run.

What could go wrong

Fwd P/E 11.6Op margin 12.7%Rev growth 19.8%Debt/equity 18.3%Analyst upside 41.5%
How this scored 74/100
✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.
Makes money Net profit margin 7.8%
Generates cash Free cash flow $617M
Not drowning in debt Debt/equity 18.3% (limit 200%)
Can pay its bills Current ratio 1.7 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 10/25
Operating margin 12.7% 5/9
Net profit margin 7.8% 3/8
Return on equity 10.8% 2/8
Growth Is it getting bigger, or dying? 23/25
Revenue growth 19.8% 7/9
Earnings growth 60.0% 8/8
Expected profit change 59.3% 8/8
Value Is it cheap right now? 21/25
Forward P/E 11.6 9/10
PEG ratio 0.8 7/8
Analyst target upside 41.5% 5/7
Balance sheet Will it survive? 20/25
Debt / equity 18.3% 10/10
Current ratio 1.7 3/8
Free cash flow $617M 7/7

DHT

🔥 HOT detected 2026-07-27 Fundamentals72/100
Buy: Buy — this is a cyclical shipping stock riding a genuine tanker rate boom, not a crashing company; the "-91.5%" is stale 2007 bubble history, not news.

Declined -91.5% from its all-time high of $217.32 — now $18.45

$20.5$7.0 peak $19 20222023202420252026
I bought this
Full analysis & scorecard

What's going on

DHT ships crude oil on giant tankers (VLCCs); its all-time high was set at the 2007 shipping/commodity bubble peak, so being 91.5% below that is ancient history, not a recent crash. The only real recent move is a mild 7.6% pullback from a 30-day high, while the company just posted blowout results.

The case for it

Tanker rates have surged (Q1 2026 spot VLCC rates around $92K/day, Q2 bookings even higher at ~$168K/day), driving net income up sharply and funding a big dividend (100% of ordinary net income paid out, 65 consecutive quarters). The stock trades cheap on trailing earnings (P/E under 9) and analysts' price targets sit well above the current price, with some seeing fair value near $36 versus ~$19 today.

What could go wrong

This is a highly cyclical, commodity-shipping business: today's huge earnings depend entirely on elevated spot tanker rates and geopolitical disruptions (e.g., Iran/Strait of Hormuz tension) that could reverse quickly, and free cash flow is currently negative due to heavy newbuild spending — if rates normalize, both the dividend and the "cheap" P/E could evaporate fast.

Fwd P/E 10.0Op margin 68.0%Rev growth 78.1%Debt/equity 41.5%Analyst upside 12.3%
How this scored 72/100
✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.
Makes money Net profit margin 50.3%
Generates cash Free cash flow $-166M
Not drowning in debt Debt/equity 41.5% (limit 200%)
Can pay its bills Current ratio 1.8 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 25/25
Operating margin 68.0% 9/9
Net profit margin 50.3% 8/8
Return on equity 28.9% 8/8
Growth Is it getting bigger, or dying? 17/25
Revenue growth 78.1% 9/9
Earnings growth 277.8% 8/8
Expected profit change -12.3% 0/8
Value Is it cheap right now? 17/25
Forward P/E 10.0 9/10
PEG ratio 1.2 6/8
Analyst target upside 12.3% 1/7
Balance sheet Will it survive? 13/25
Debt / equity 41.5% 9/10
Current ratio 1.8 4/8
Free cash flow $-166M 0/7

ARIS

🔥 HOT detected 2026-07-27 Fundamentals82/100
Buy: Buy — a fast-growing, profitable gold miner trading far below analyst targets, with the "crash" mostly an artifact of an old, unrelated ticker history.

Declined -98.3% from its all-time high of $877.88 — now $14.66

$23.3$2.0 peak $23 20222023202420252026
I bought this
Full analysis & scorecard

What's going on

The scary "-98% from 2010 all-time high" is misleading: Aris Mining is a 2022 corporate renaming/restructuring of the old Gran Colombia Gold entity, so that ancient high isn't really about today's business. The real recent move is just a mild 15% pullback from a 30-day high, and the company just reported record H1 2026 production (up 31% year-over-year) with guidance reaffirmed ahead of July 29 earnings — no fraud, no guidance cut, no lost customer.

The case for it

Aris Mining runs two Colombian gold mines (Segovia and Marmato) that are ramping up output fast, and gold prices have surged to roughly $4,445/oz, supercharging revenue and profit. The stock trades at a very low forward P/E of 4.44 (meaning the market price is only about 4-5 times next year's expected profit per share), has more cash than debt, and analysts have price targets (around $30-40) far above the current $14.66 — suggesting the market hasn't caught up to the growth story yet.

What could go wrong

This is a small Colombian gold miner exposed to country risk, currency swings, and heavy reliance on the gold price staying elevated — if gold prices fall back, the huge earnings growth (4600%) and margins could shrink quickly, and the stock is volatile around each earnings release (next one is in two days, July 29, which could swing the price sharply in either direction).

Fwd P/E 4.4Op margin 47.9%Rev growth 136.5%Debt/equity 34.6%Analyst upside 152.4%
How this scored 82/100
✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.
Makes money Net profit margin 15.2%
Generates cash Free cash flow $200M
Not drowning in debt Debt/equity 34.6% (limit 200%)
Can pay its bills Current ratio 1.8 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 18/25
Operating margin 47.9% 9/9
Net profit margin 15.2% 6/8
Return on equity 12.9% 3/8
Growth Is it getting bigger, or dying? 25/25
Revenue growth 136.5% 9/9
Earnings growth 4600.5% 8/8
Expected profit change 279.3% 8/8
Value Is it cheap right now? 19/25
Forward P/E 4.4 10/10
PEG ratio unknown 2/8
Analyst target upside 152.4% 7/7
Balance sheet Will it survive? 20/25
Debt / equity 34.6% 9/10
Current ratio 1.8 4/8
Free cash flow $200M 7/7
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