Happy New Year! Mike Burnick here.

On behalf of the entire TradeSmith team, I hope you had a happy holiday season. Here’s looking forward to a prosperous new year for your investments!

Now, even though the big holiday rush is over, I’ve got one more gift for you – one that will keep on giving throughout 2026 and beyond.

Long time Inside TradeSmith readers know that I’m a big fan of our exceptional TradeSmith Screener tools. They can deliver a powerful edge in your regular investment research… and with just a few clicks, you can customize them however you’d like!

So, in this first issue of 2026, I present you with my own “Magnificent 7:” My seven favorite TradeSmith Screeners, indicators, strategies, and tools, picked personally from the features I’ve covered in previous Inside TradeSmith articles.

I believe each of these are timeless investment tools… though at the same time, they are extremely timely for today’s markets. They can help you uncover potential winning stocks this year and for many years to come.

Keep in mind that some of these columns are in PDF form, so just make sure you’re logged into TradeSmith Finance to access them.

And before we dive in, you may want to take a look at this column: Screening for Winners – TradeSmith’s “Quick Start Guide” to Finding the Market’s Best Stocks

If you’re new to the TradeSmith Screener tool, this article covers all the essentials you’ll need to know to get the most out of them, including:

• What is a stock screener…
• Why you should use them as part of year research…
• And how TradeSmith’s screener tools can help uncover potential winners.  

And with that, here are my own personal Magnificent 7 Screeners for 2026 and beyond!

#1: Trading Places: Small Caps Could Beat the “Magnificent 7” in 2026!

The “Magnificent 7” mega-cap tech stocks have crushed the rest of the stock market in terms of performance in recent years, dominating the S&P 500… and many investors’ portfolios.

But recently, these seven stocks aren’t looking so magnificent anymore. In fact, small-cap stocks are now outperforming the market. And this screener can help you spot the best small caps in the market.

#2: Take Full Advantage of Seasonal Sweet Spots with this TradeSmith Screener!

Markets move in cycles – just like the changing seasons of the year. This TradeSmith screener can find stocks that are in the seasonal sweet-spot for upside gains… and will even provide the exact date to consider buying and selling.

#3: Here’s How to Identify Growth Stocks at a Reasonable Price

Everybody loves growth stocks – mainly because they’ve been crushing value stocks and the stock market overall for several years now.

But with stocks more expensive than ever today, you don’t want to pay too much for them. Here’s a screener to ensure your stocks have strong profit growth, but aren’t too expensive relative to their growth.

Instructions for the screener kick off at the bottom of page 3.

#4: Spot Short-Term Health Trends with This Brand-New Tool

Our proven TradeSmith “Green-Yellow-Red” Health Indicator system can quickly help you gauge the heath of any security at a glance.

Last year we improved our Health Indicator even further, by adding an all-new Short-Term Health Indicator – making it that much easier to spot shorter-term trading or investment opportunities when added to your favorite screeners.

While this issue may not include a screener itself, it’s easy to add Short-Term Health to any screener you’d like: Just click the blue +Add Filter button at the top of the TradeSmith Screener Tool, and you’ll find Short-Term Health near the top of the TradeSmith Proprietary Metrics list.

#5: The Smarter Way to Trade: Discover Hidden Opportunities with TradeSmith’s Fair Value Tool

NOT overpaying for securities is a cardinal rule for investors, and that’s especially true for option traders.

Released late last year, TradeSmith’s new and innovative Fair Value Option graph gives you a quick view of a stock’s option chain, compariting the market price to its data-driven fair value. Don’t leave home – or trade options – without it!

#6: How Our Options360 Covered-Call Strategy Can Put Income in Your Pocket Week after Week

Speaking of options, selling covered call options is one of my favorite moneymaking strategies. And while a strategy isn’t quite a tool, selling covered calls is one money-making tool I always keep on hand.

TradeSmith’s Options360 tools make it easy for you to find the best covered call options, and this issue covers how those tools help you place buy-write covered call option trades with very high probability of success, day after day.

#7: My Triple-A Screen Combines Our Most Powerful Moneymaking Tools

This is one of my most powerful screeners – combining our exclusive Business Quality Score (BQS), Trade Cycles Seasonality data, and Predictive Alpha AI-powered algorithms to find high-quality stocks poised to surge higher in price.

Bonus: One Simple TradeSmith Graph Gives You a High-Probability Edge

And as a New Year’s bonus, here’s another look at one of my most popular Inside TradeSmith issues.

This issue explains how to use one simple TradeSmith graphic to get a glimpse into the expected future price trend of any security. And it explains how you can use this unique forecasting graph to earn consistent, recurring income, too.

Mike Burnick’s Bottom Line: Make sure to bookmark this Inside TradeSmith issue, so you can quickly and easily refer back to these powerful screeners whenever you want – and keep them ready to uncover potentially profitable investments in 2026 and beyond.

Also, keep in mind that while the screener results shown in the linked articles above may be dated, the screener themes – and carefully selected filters – are timeless.

You can easily build and save them in your own TradeSmith Finance account, and revisit these powerful screeners, tools, and strategies over and over again. Better yet, make them your own by adding your favorite filters to enhance them.

And be sure to let me know the success stories you’ve experienced by customizing your own screeners. Just write in to [email protected] with the details, and I’ll be sure to see it!

Happy New Year – and good investing,

Mike Burnick
Senior Analyst, TradeSmith

P.S. It’s a new year – and that means we’ve got a whole new year of earnings reports to look forward to.

In just a few weeks, companies across the market will step up to the stage to deliver their fourth-quarter earnings. And while analysts continue to expect solid growth from the S&P 500 writ large… there’s always room for surprises – and for stocks, those surprises can mean the difference between a sky-high surge and a crushing drop in prices.

Often, trading through earnings season can feel like flipping coins. But two of TradeSmith’s smartest analysts – brothers Andy and Landon Swan – are pulling back the curtains and making the most of what seems like a volatile guessing game.

The Swans have developed a powerful system that leverages consumer data and social media activity to find opportunities in the market… and right now, that same consumer data is showing massive gaps between what Wall Street expects and what actually happened during the 2025 holiday shopping season.

When companies start reporting their earnings later this month, stocks could move 20%, 30%, even 40% in a single session. But if you don’t know where to look, you’ll be hard pressed to profit from those moves.

Thankfully, the Swans have you covered: They’re offering an Earnings Season Pass, to share their research and prepare you to trade earnings ahead of time – to get positioned well before the announcements hit.

Click HERE to find out more. Once earnings are public, it’s too late…