Some stocks can be friends
The stock market has started to buckle as the market averages are now tracking the descent of most stocks.
The tendency for stock market averages to avoid falling has been one of the more confounding aspects of the market. It is a divergence never seen before in history. Leading stocks usually lead, hence the term, but the wipeout in many tech. stocks has been a relatively isolated occurrence. That has changed and 2026 has been a different story.
The number of stocks in up trends has fallen from 60% to nearly 20% in just two months.
The stock market has been characterized as being stubbornly bullish. An arguably speculative or gambling mentality has dominated for more than five years. That might sound like fun but the downside is it can take away from targeting stocks displaying historical norms for potential upside.
The Crave Investor research has identified two stocks that fit the criteria for being early stage break-outs.
One of them is YOU. No not you, but Clear Secure Inc. a secure identity company, with the symbol YOU.
Clear Secure is a growing company reporting these metrics in the most recent quarter.
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Revenue growth: Up 16.7%.
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Net income of $168M on revenues of $240.8M.
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Total CLEAR members growth of 31.5%.
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Total bookings up by 15.2% annually.
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Dividend of .15/share.
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Renewed multi-year partnership with American Express.
Fundamentals aside, the stock is what catches an investor's attention. Working through its history, YOU was an I.P.O. The company did its IPO in the summer of 2021. That's not recent but history has come full circle and the stock has presented a superior risk-return profile.
Following the exuberance of the I.P.O. the stock has been working through a deep base. The depth isn't ideal, but the recovery has been and more than four years since its inception the stock has blasted off.
Big money has spoken as they drive a powerful up trend. This is happening as the broader market, and most stocks, enter down trends. YOU could have followed the market lower but the company is irresistible to bigger investors. You could be too!
