Picks for 2026-08-18

1. SHCSotera Health Company

   SHC is seeing upward momentum following its strong second-quarter and first-half 2026 results, which included higher revenue and net income compared to the prior year. This positive earnings report, released in early August, appears to be the primary catalyst, driving a 22.23% return over the last 90 days. Despite an affiliate's recent filing to sell over a million shares, the market seems to be more focused on the company's improved financial performance.

   5-day return +5.40% · +5.60% vs SPY · beat SPY

2. RRXRegal Rexnord Corporation

   RRX is seeing a mixed reaction today following its Q2 2026 earnings report on August 5th. While the company beat analyst estimates for adjusted earnings per share at $2.99 versus $2.58, revenue of $1.56 billion fell slightly short of expectations. Management reiterated its full-year adjusted EPS guidance, but also noted ongoing weakness in some markets like residential HVAC and pool, alongside strong demand in data center and automation segments. The stock has seen a significant pullback over the past month, but institutional investors like TimesSquare Capital Management and Auxano Advisors have recently taken new positions.

   5-day return -5.64% · -5.44% vs SPY · lagged SPY

3. KRThe Kroger Co.

   Kroger (KR) is experiencing downward pressure today, trading near its 52-week low, following news of a $75,000 settlement in a disability discrimination lawsuit with the EEOC announced on August 17, 2026. This legal resolution, coupled with a recent report indicating declining foot traffic in July, contributes to a negative sentiment despite the company exceeding revenue expectations in its last quarterly earnings. The stock's technical indicators, including a "Death Cross" and being "Below Target," further confirm the bearish trend.

   5-day return +3.75% · +3.95% vs SPY · beat SPY

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