Stock picking still matters

Even as macro headlines dominated, market roundups singled out names like Garmin, Woodward and Viking as stocks drawing attention for company‑specific setups, while social posts noted ETFs and indexes grinding higher but with some laggards such as OPEN. Commentators used those names to show that relative strength is where investors are finding opportunities during headline volatility ( ).

Macro headlines still drove the tape on April 13, but stock-market roundups kept circling back to Garmin, Woodward and Viking as names holding up on their own company results. (investors.com) Investor’s Business Daily’s April 13 video said indexes “shook off early weakness” and put Garmin, Woodward and Viking “in focus,” after earlier March and April videos had also highlighted Woodward and Viking during uneven sessions. (investors.com) Garmin reported record 2025 revenue of $7.25 billion, up 15% from 2024, with operating income up 18% to $1.88 billion; the company said it expects 2026 revenue of $7.9 billion and pro forma earnings per share of $9.35. (garmin.com) Woodward reported fiscal 2025 net sales of $3.6 billion, up 7%, and earnings per share of $7.19, up 20%, while saying its fiscal 2026 guidance “reflects robust growth.” (woodward.com) Viking reported 2025 revenue of $6.50 billion, up 21.9%, adjusted earnings up 43.9%, and said that as of February 15 it had already sold 86% of its 2026 core-product passenger cruise days. (ir.viking.com) Those figures landed while the broader market was still jerking around on oil, yields and Middle East headlines in late March and early April, according to the same daily market videos. (investors.com) The contrast showed up in price action. Garmin closed at $261.57 on April 13, near the top of its recent range, while Opendoor Technologies closed the same day at $4.36 after swinging between $0.508 and $10.87 over the last 52 weeks. (google.com) (stockanalysis.com) Opendoor’s own numbers looked weaker on that snapshot: trailing twelve-month revenue was listed at $4.37 billion, down 15.2%, with net income at negative $1.30 billion and a consensus analyst price target of $1.67. (stockanalysis.com) That is the setup behind the recent market commentary: indexes can rise together for a day, but the names getting singled out are the ones posting fresh sales growth, firmer bookings or stronger earnings than the market around them. (investors.com) (garmin.com) (woodward.com) (ir.viking.com)

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