Is Gordon Haskett a reliable analyst?

In short — Over 1 year, 60% of Gordon Haskett's targets proved profitable, for an average gain of +10.9% per call (all calls, winners and losers) — i.e. +2.0% vs its sector, across 75 timestamped calls replayed against real prices. JPI verdict: fairly reliable. An analyst can be good in one sector and poor in another — details below.

60%profitable calls

+10.9%avg gain / call

+2.0%vs sector

75scored calls

In which sectors is Gordon Haskett reliable?

Sector

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ Industry

75%

+27.4%

+31.5%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
UBER	▲ Buy	Oct 31, 24	Oct 31, 25	$73.25	🎯$85	$99.62	+16%	+36.1%
UBER	▲ Buy	Aug 2, 21	Aug 2, 22	$43.49	🎯$65	$29.14	+49%	-32.7%
PH	▲ Buy	Jun 16, 20	Jun 16, 21	$189.56	🎯$229	$295.71	+21%	+56.1%
ETN	▲ Buy	Apr 3, 20	Apr 3, 21	$71.25	🎯$92	$142.5	+29%	+99.8%
MMM	▼ Underperform	Mar 30, 20	Mar 30, 21	$115.17	—	$162.39	—	-41.3%
ROK	▲ Buy	Mar 25, 20	Mar 25, 21	$154.56	🎯$175	$264.3	+13%	+71.2%
AME	▲ Buy	Nov 19, 19	Nov 18, 20	$99.18	🎯$125	$119.02	+26%	+20.2%
GWW	▼ Underperform	Apr 12, 19	Apr 11, 20	$304.86	—	$274.37	—	+10%

▸ Cons. disc.

60%

+14.4%

+18.2%

+3.1% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
LOW	▲ Buy	Jan 13, 26	Jan 13, 27	$274.95	🎯$325	$220.9	+18%	-20% so far
YUM	▲ Buy	Jan 8, 26	Jan 8, 27	$155.52	—	$167.49	—	+8% so far
WSM	▲ Buy	Jul 23, 25	Jul 23, 26	$183.65	🎯$205	$222.49	+12%	+21% so far
HD	▲ Buy	Oct 2, 24	Oct 2, 25	$411.26	🎯$450	$394.81	+9%	-3.9%
DPZ	▲ Buy	Jan 16, 24	Jan 15, 25	$422.4	—	$418.18	—	-0.8%
ROST	▲ Buy	Nov 3, 23	Nov 2, 24	$121.25	🎯$135	$140.65	+11%	+16%
TSCO	▲ Accumulate	Sep 27, 23	Sep 26, 24	$40.6	🎯$215	$57.25	+430%	+40.5%
ROST	▲ Accumulate	Jun 26, 23	Jun 25, 24	$107.61	🎯$120	$148.5	+12%	+38%

Sample (5 recent finished + 3 in progress) of 40 calls.

▸ Cons. staples

53.8%

-0.6%

-8.6%

-22.3% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DLTR	▼ Reduce	Sep 3, 25	Sep 3, 26	$100.25	🎯$95	$122.65	-5%	+22% so far
DG	▼ Reduce	Apr 10, 25	Apr 10, 26	$89.04	—	$119.31	—	-33.9%
COST	▲ Buy	Aug 8, 24	Aug 8, 25	$854.93	🎯$925	$991.72	+8%	+15.7%
COST	▲ Accumulate	Apr 3, 24	Apr 3, 25	$705.69	🎯$775	$966.8	+10%	+37%
DLTR	▲ Buy	Feb 7, 24	Feb 6, 25	$139.83	🎯$160	$74.11	+14%	-46.7%
TGT	▲ Buy	Feb 7, 24	Feb 6, 25	$146.73	🎯$170	$134.99	+16%	-8.2%
DG	▲ Buy	Oct 13, 23	Oct 12, 24	$111.16	🎯$140	$80.04	+26%	-28.2%
WMT	▲ Buy	Apr 19, 23	Apr 18, 24	$50	🎯$165	$59.5	+230%	+18.5%

Sample (7 recent finished + 1 in progress) of 26 calls.

The stocks Gordon Haskett covers (track record per stock)

Stock

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ WSM Williams-Sonoma, Inc.

50%

+30.4%

+40.2%

+21.1% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
WSM	▲ Buy	Jul 23, 25	Jul 23, 26	$183.65	🎯$205	$222.49	+12%	+21% so far
WSM	▲ Accumulate	Feb 10, 22	Feb 10, 23	$79	🎯$200	$61.62	+153%	-21.5%
WSM	▲ Buy	Mar 18, 21	Mar 18, 22	$87.42	—	$79.55	—	-9.3%
WSM	▲ Accumulate	Nov 12, 20	Nov 12, 21	$46.18	🎯$106	$105.29	+130%	+127.9%
WSM	▲ Buy	Aug 21, 20	Aug 21, 21	$49.55	🎯$110	$81.26	+122%	+63.6%
WSM	▲ Accumulate	Jun 13, 19	Jun 12, 20	$30.64	🎯$68	$40.14	+122%	+30.9%
WSM	▲ Accumulate	May 9, 17	May 9, 18	$26.88	🎯$61	$24.46	+127%	-9.1%

▸ TSCO Tractor Supply

71.4%

+25.1%

+31.2%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TSCO	▲ Accumulate	Sep 27, 23	Sep 26, 24	$40.6	🎯$215	$57.25	+430%	+40.5%
TSCO	▲ Buy	Feb 10, 23	Feb 10, 24	$46.6	🎯$255	$47.07	+447%	+1.4%
TSCO	▲ Buy	Nov 11, 21	Nov 11, 22	$44.23	🎯$240	$42.46	+443%	-3.8%
TSCO	▲ Accumulate	Jan 9, 20	Jan 8, 21	$18.16	—	$29.78	—	+64.4%
TSCO	▲ Accumulate	Jan 6, 20	Jan 5, 21	$18.33	—	$28.23	—	+53.5%
TSCO	▲ Buy	Mar 21, 19	Mar 20, 20	$18.87	—	$15.1	—	-19.5%
TSCO	▲ Accumulate	Jun 20, 18	Jun 20, 19	$15.36	🎯$86	$21.35	+460%	+39%

▸ LOW Lowe's

75%

+31.1%

-19.7% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
LOW	▲ Buy	Jan 13, 26	Jan 13, 27	$274.95	🎯$325	$220.9	+18%	-20% so far
LOW	▲ Buy	Feb 10, 22	Feb 10, 23	$227.4	🎯$275	$209.21	+21%	-8.2%
LOW	▲ Buy	Feb 25, 21	Feb 25, 22	$158.52	🎯$202	$218.76	+27%	+38.3%
LOW	▲ Accumulate	Nov 12, 20	Nov 12, 21	$157.98	🎯$181	$236.97	+15%	+49.6%
LOW	▲ Buy	Jun 2, 20	Jun 2, 21	$131.98	🎯$151	$191.37	+14%	+44.5%

▸ COST Costco

83.3%

+15.4%

+17.1%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
COST	▲ Buy	Aug 8, 24	Aug 8, 25	$854.93	🎯$925	$991.72	+8%	+15.7%
COST	▲ Accumulate	Apr 3, 24	Apr 3, 25	$705.69	🎯$775	$966.8	+10%	+37%
COST	▲ Buy	Nov 11, 21	Nov 11, 22	$517.17	🎯$575	$512	+11%	-1.4%
COST	▲ Accumulate	Sep 20, 19	Sep 19, 20	$286.36	—	$340.77	—	+18.6%
COST	▲ Buy	Jan 12, 18	Jan 12, 19	$191.53	—	$208.77	—	+9.1%
COST	▲ Accumulate	May 9, 17	May 9, 18	$172.68	🎯$191	$196.86	+11%	+13.5%

▸ ROST Ross Stores

80%

+16.9%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ROST	▲ Buy	Nov 3, 23	Nov 2, 24	$121.25	🎯$135	$140.65	+11%	+16%
ROST	▲ Accumulate	Jun 26, 23	Jun 25, 24	$107.61	🎯$120	$148.5	+12%	+38%
ROST	▲ Buy	Nov 18, 22	Nov 18, 23	$107.59	🎯$130	$129.11	+21%	+20.3%
ROST	▲ Buy	Nov 12, 20	Nov 12, 21	$104.61	🎯$126	$115.07	+20%	+10.4%
ROST	▲ Accumulate	Jan 29, 20	Jan 28, 21	$114.27	—	$114.27	—	-0.4%

▸ WMT Walmart

100%

+17.7%

+16.7%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
WMT	▲ Buy	Apr 19, 23	Apr 18, 24	$50	🎯$165	$59.5	+230%	+18.5%
WMT	▲ Accumulate	Feb 10, 23	Feb 10, 24	$47.91	🎯$155	$56.53	+224%	+18.5%
WMT	▲ Accumulate	Apr 29, 20	Apr 29, 21	$41.2	—	$46.56	—	+13%
WMT	▲ Accumulate	May 17, 19	May 16, 20	$33.62	—	$42.7	—	+26.6%
WMT	▲ Accumulate	May 17, 18	May 17, 19	$27.88	—	$33.73	—	+21.4%
WMT	▲ Buy	May 9, 17	May 9, 18	$25.57	🎯$90	$27.62	+252%	+8.3%

▸ HD Home Depot (The)

66.7%

+18.6%

+15.5%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
HD	▲ Buy	Oct 2, 24	Oct 2, 25	$411.26	🎯$450	$394.81	+9%	-3.9%
HD	▲ Buy	Nov 12, 20	Nov 12, 21	$276.24	🎯$315	$372.92	+14%	+34.9%
HD	▲ Accumulate	Dec 12, 19	Dec 11, 20	$212.04	🎯$230	$265.05	+8%	+24.8%

▸ TGT Target Corporation

-18.7%

-17.9%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TGT	▲ Buy	Feb 7, 24	Feb 6, 25	$146.73	🎯$170	$134.99	+16%	-8.2%
TGT	▲ Buy	Apr 8, 22	Apr 8, 23	$233.34	🎯$300	$168	+29%	-27.6%
TGT	▼ Sell	May 9, 17	May 9, 18	$58.08	🎯$47	$69.7	-19%	-20.4%

▸ DLTR Dollar Tree

33.3%

-11.7%

-27.5%

-22.3% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DLTR	▼ Reduce	Sep 3, 25	Sep 3, 26	$100.25	🎯$95	$122.65	-5%	+22% so far
DLTR	▲ Buy	Feb 7, 24	Feb 6, 25	$139.83	🎯$160	$74.11	+14%	-46.7%
DLTR	▲ Accumulate	Jan 24, 23	Jan 24, 24	$149.56	—	$131.61	—	-11.6%
DLTR	▼ Reduce	Jan 9, 20	Jan 8, 21	$91.06	—	$112.91	—	-24.1%
DLTR	▲ Buy	Mar 21, 19	Mar 20, 20	$101.41	—	$76.06	—	-25.1%
DLTR	▲ Accumulate	Jun 4, 18	Jun 4, 19	$81.21	—	$100.7	—	+24%
DLTR	▲ Buy	May 9, 17	May 9, 18	$82.78	🎯$98	$93.54	+18%	+13%

▸ DG Dollar General

20%

-17.4%

-34.3%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DG	▼ Reduce	Apr 10, 25	Apr 10, 26	$89.04	—	$119.31	—	-33.9%
DG	▲ Buy	Oct 13, 23	Oct 12, 24	$111.16	🎯$140	$80.04	+26%	-28.2%
DG	▲ Accumulate	Feb 10, 23	Feb 10, 24	$229.59	🎯$245	$135.46	+7%	-40.7%
DG	▲ Buy	Jun 4, 18	Jun 4, 19	$91	—	$130.13	—	+42.9%
DG	▼ Reduce	May 9, 17	May 9, 18	$73.69	🎯$67	$93.59	-9%	-26.9%

% profitable = share of its calls that made money (1 year). Avg gain / call = average absolute gain per call (winners and losers). Point-in-time, S&P 500 backtest.