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Sweet Sixteen

Stock Screen, by Mark Robertson, Managing Partner February 1st, 2024


Consensus selections for Groundhog Challenge XVIII (2024) ...

Heavy Hogs: Consensus Selections For 2024 Groundhog Challenge XVIII

Mark Robertson

Mark Robertson is founder and managing partner of Manifest Investing, a source for research and portfolio management focusing on strategic long term investors.

Expected Returns, Feb 2024
  • Top Performing Fund Manifest
  • Sweet Sixteen
  • Groundhog Challenge XVIII (2024)
InMode* (INMD)
Quality 74
PAR 20.3%
Ardelyx* (ARDX)
Quality 34
PAR 21.1%
ASML (ASML)
Quality 99
PAR 11.4%
EXLService (EXLS)
Quality 87
PAR 10.4%
Globus Medical (GMED)
Quality 88
PAR 12.6%
Gentex (GNTX)
Quality 99
PAR 10.7%
Alphabet (Google) (GOOG)
Quality 93
PAR 9.7%
Microsoft (MSFT)
Quality 97
PAR 9.6%
NVIDIA Corp. (NVDA)
Quality 100
PAR 9.3%
PayPal (PYPL)
Quality 77
PAR 8.5%
Tecnoglass* (TGLS)
Quality 94
PAR 15.8%
UnitedHealth Group (UNH)
Quality 91
PAR 15.8%
Amazon.com (AMZN)
Quality 75
PAR 10.6%
Monster Beverage (MNST)
Quality 97
PAR 6.9%
Taiwan Semi (TSM)
Quality 100
PAR 12.5%
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Legend
Quality Legend:
Blue Excellent with quality greater than 80.
Green Good with quality between 60 and 80.
Neutral Average or below average with quality between 20 and 60.
Red Poor with quality less than 20.
Companies with less than 10 years of history are penalized by 5 points per year.
PAR Legend:
Green PAR is within the target range of MIPAR +5-10%, currently 5.1%-10.1%
Yellow PAR is above the target range of MIPAR +10%, currently 10.1%
PAR Projected Annual Return
MIPAR The Manifest Investing Median PAR of all stocks in the database.
Company Name Legend:
* Not covered by Value Line Standard Edition.
b Uses price-to-book value for valuation purposes.
P/CF Uses price-to-cash flow for valuation.