Healthy businesses, briefly on sale.

Highly profitable companies that stay that way (the moat), trading well below their recent highs (the dip), with fundamentals still intact.

See this week's screen How it works

screen 2026-09-06RDDT ↓ 45%CDNS ↓ 30%KLAC ↓ 40%GLW ↓ 43%TPL ↓ 33%ISRG ↓ 39%PODD ↓ 58%CSCO ↓ 16%VRT ↓ 26%

This week's screen

9 companies from the September 6 scan.

RDDT

Communication Services

Reddit's profitability, revenue, and debt held up through a 45% drop from its 52-week high.

Moat strength3/4

CDNS

Information Technology

Cadence Design Systems is growing revenue 24% year over year while shares have fallen 26% in three months.

Moat strength2/4

KLAC

Information Technology

KLA: 87% return on equity, debt under 97% of equity, 15% revenue growth, 40% below its 52-week high.

Moat strength3/4

GLW

Information Technology

Corning has the financial shape of a quality compounder, down 43%.

Moat strength1/4

TPL

Energy

Texas Pacific Land is down 33% from its high, yet still earning a 37% return on shareholder money.

Moat strength2/4

ISRG

Health Care

Intuitive Surgical has the financial shape of a quality compounder, down 39%.

Moat strength1/1

PODD

Health Care

Insulet is down 58% from its high, yet still producing a 26% return on shareholder money.

Moat strength4/4

CSCO

Information Technology

Cisco Systems is still growing revenue at 18% while shares have fallen 12% in three months.

Moat strength1/4

VRT

Industrials

Vertiv Holdings's profitability, revenue, and debt held up through a 26% drop from its 52-week high.

Moat strength3/4