(This is ” The Best Stocks in the Market ,” brought to you by Ritholtz Wealth Management’s Josh Brown and Sean Russo.) JOSH — A massive snowstorm blanketed large swathes of the country this week, and naturally midstream companies in the natural gas space received a little attention from stock market investors. This is because demand for natural gas increases during cold winters, which means a better operating environment for pipeline operators who transport gas from one place to another, as long as nothing freezes or explodes in the process. Here’s what happened to natural gas prices before the storm that suppliers and traders were bracing for. We do not trade commodities and do not have any particular view on whether there will be another spike like this in February. Importantly, when this happens in commodity prices, it serves as a reminder to investors that there may be undervalued assets in the stock market that deserve a second look. Targa Resources (TRGP) is a good example. The company is fundamentally a thriving natural gas transportation company, and its stock is currently challenging its 52-week (and all-time high) high. Targa was once an MLP (remember the nightmarish K-1?), but converted to a regular C-corp 10 years ago. This is currently on our list. I’ll explain why later. If you pay close attention to the work that Sean and I do here at The Best Stocks in the Market, you know that we don’t sit around and cry about failed trades in sectors that are no longer popular. For example, there are probably a lot of opportunities in the SaaS space for long-term, patient investors. But at the moment they are clearly not the best on the market. It’s a falling knife. Someday they will stop going down. The consensus will be overly pessimistic. The results would prove to be not as bad as feared. And they will rise again. At least some of them will. But we don’t know the answers to two important questions: “When?” How much does it cost? That’s why we leave the knife handling to others and focus on what’s currently working and how you can manage the risk of each trade setup. With bombs exploding in everything from gold and silver to the software sector over the past week, Sean wanted to take a look at some of the most powerful stocks on the list. If they are selling those stocks, where does that money go? Today, along with the usual high-level data, we have some interesting charts showing relative strength… Sector Leaderboards As of February 2, there are 216 names on the market’s best stocks list. Top Sector Rankings: Top Industries: Top 5 Blue Chip Stocks by Relative Strength: Sectors to Watch: Sean — Last week was a tough week. While the software officially slipped into bear market territory, gold and silver experienced historic two-way moves, with silver posting its worst single-day decline in history, with daily data dating back to 1968. Leadership during times like these will speak for itself. Over the weekend, we saw strength in some areas of the market, with companies related to energy, agriculture and industry gaining new spots on the list. Take a look at these four stocks that were added last Thursday. Targa Resources Corp. (TRGP): Targa Resources is a leading midstream energy company providing critical infrastructure services for natural gas and natural gas liquids (NGLs). Their assets include pipelines, processing plants, and storage facilities primarily located in high-growth regions such as the Permian Basin. TRGP lowered its dividend to zero in 2021, but has steadily increased its dividend since then. Currently, we are generating an annual return of approximately 2%. In its most recent quarter (Q3 2025), Targa reported record adjusted EBITDA of $1.27 billion, an increase of 19% year-over-year, and net income of $478.4 million. Net income increased from $387.4 million in the third quarter of 2024 to $478.4 million in the third quarter of 2025, a 23% year-over-year increase in profit. Josh — Well, here’s the situation. Targa broke out in late October and early November by regaining and sustaining above its 200-day moving average. This ended a six-month consolidation period that has seen an upward trend since then. Reexamining the 50-day rise in the 170s earlier this year is a good clue that hippos are getting hungrier. After recently breaking above $200, the stock has expanded further, as evidenced by its RSI above 70. I think it will eventually break out of its new 52-week high (and all-time high), but a better entry may come soon. On a weekly closing basis, it should remain at $160. This was the lower bound for a long sustained period before the October breakout. I took note of it and checked in every Friday. A trader can use $169 for 50 days and roll it up as the stock price (hopefully) rises. Devon Energy Corp. (DVN): Sean — Devon Energy is an oil and natural gas exploration and production company. Devon crude oil production averaged 390,000 barrels per day in the third quarter of 2025, at the top of guidance. The company generated operating cash flow of $1.7 billion and free cash flow of $820 million, representing a 9% increase in operating cash flow compared to the prior quarter. There was recent news that Devon is in talks to merge with Coterra Energy (CTRA) to create a $57 billion independent US shale producer. Josh — Although you can’t see it in the chart above, Devon has been on a downward trend since May 2022, and that long-term decline is only now beginning to stop. I like this kind of setup. Because you can imagine running for a long time. Sellers are likely running out of supply, and there is plenty of room for new investors to discover (or rediscover) the stock after years of bear markets. When 50 days crossed 200 days in late summer, it was a clue that something might be changing here. In November, she got her 200 days back (sorry, I once knew a girl named Devon. Nothing happened.) and managed to keep it in a pullback. The RSI in the mid-60s has a less expansive chart than Targa. I like this chart so far. My line is at $35 and there is plenty of room to see if this new uptrend gains momentum. Red day highs and lows indicate that the trend is intact. WW Grainger, Inc. (GWW): Sean — WW Grainger is a leading distributor of maintenance, repair, and operations (MRO) products and services. Simply put, we sell the tools, equipment, and supplies that businesses need to run their operations smoothly. We carry everything from safety supplies and hand tools to cleaning supplies and lighting. The company serves more than 4.5 million customers worldwide through both high-touch services and online platforms. In the third quarter of 2025, Granger achieved net sales of $4.66 billion, an increase of 6.1% year over year. On a reported basis, net profit decreased 39.5% to $294 million due to asset impairment charges related to the planned exit from the UK market, but on an adjusted basis net profit increased 0.8% year-on-year to $490 million. Josh — We see a “Golden Cross” going on here. This means that the stock’s short-term momentum is starting to become a major trend rather than just noise. This is a solid setup with meaningful overhead resistance at both $1100 (seen above from spring) and $1200 from late 2024. 200 days, it leveled off and started to rise slightly. The most recent pullback at the end of the year honored the 200-day mark, which was likely the result of tax loss selling. Let’s call it $1000 and make that your exit for both trading and investing. The 50-day chart does not rise vertically sharply, but steadily, and the RSI of 63 confirms the uptrend. This is a cool, calm, young bull herd. Corteva, Inc. (CTVA): Sean — Corteva is a pure agriculture company that develops and markets seeds and crop protection products. They provide farmers with corn and soybean seeds (including genetically modified seeds), as well as herbicides, insecticides, and fungicides to protect their crops. The company combines seed innovation with crop protection chemicals to help farmers maximize productivity. Corteva is in the process of separating these two segments into two separate publicly traded businesses, but currently reports both segments as one. The company raised its full-year 2025 outlook, with EBITDA expected to be between $3.8 billion and $3.9 billion, representing 14% growth, and full-year 2026 growth expected to be 6% year over year. Josh — Another material name. That may certainly be the case. Corteva has already performed well since the sharp drop in September, and the stock is rising steadily. The key change occurred in late November, when the price regained its 200-day moving average around $68, and maintained it during the subsequent decline. Since then, the stock has made a series of new lows and now the 50-day is up, tracking the price’s rise rather than acting as resistance. The trend is confirmed by the strength of the RSI in the mid-60s. Traders should monitor Corteva and wait for a decisive move above $75 to trigger on high volume. Disclosure: (none) All opinions expressed by CNBC Pro contributors are solely their opinions and do not reflect the opinions of CNBC, its parent or affiliates, and may have been previously disseminated on television, radio, the Internet, or another medium. This content is provided for informational purposes only and does not constitute financial, investment, tax, or legal advice or a recommendation to purchase any securities or other financial assets. 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