Jan 01, 2019, Air Lease (AL), by Mark Robertson
Air Lease (AL) is now 23rd in the MANIFEST 40, a five-time selection for the monthly Round Table webcasts and with an elevated return forecast and a price below book value, our selection for January 2019.
Sep 01, 2018, IPG Photonics (IPGP), by Ken Kavula
Ken Kavula selected IPG Photonics (IPGP) during the August Round Table. He and the Round Table audience were doubling down on the selection of IPGP back in May 2016 by Cy Lynch and the audience -- a selection that has significantly outpaced the market since then.
Aug 01, 2018, Coherent (COHR), by Ken Kavula
Ken Kavula selected Coherent (COHR) during the July Round Table. The company appeared in his Ivory Soap screen, the Better Investing SSGPlus Small/Value Companies and the Value Line screening tools.
Jun 01, 2018, Five Below (FIVE), by Mark Robertson
Nick Stratigos selected Five Below (FIVE) during the Round Table LIVE from the 2018 NAIC National Convention in Orlando, Florida. Influenced by the colorful slides and a new world record usage of the word “awesome,” the live audience seconded his selection.
Nov 06, 2017, Cambrex (CBM), by Mark Robertson
Cambrex (CBM) is the #1 company in our Best Small Companies for 2018. The pharmaceutical development supplier is a world class company depended on by the likes of Gilead Sciences, et al.
Oct 01, 2017, General Electric (GE), by Mark Robertson
"GE is loathed but it's not likely to disappear." -- Hugh McManus. We've seen this movie before as Round Table participants and attendees witnessed strong gains in Amazon, Walgreen, Southwest Airlines and Bank of America.
Sep 13, 2017, FleetCor Technologies (FLT), by Mark Robertson
Forbes publishes a list of the 100 Most Innovative Companies in the world. FleetCor Technologies (FLT) is part of that list and Ken Kavula presented the company at the August Round Table. It is also noteworthy that FLT qualifies as a triple play screening candidate (high return forecast, better profitability and better P/E ratios in the long-term forecast.)
Jun 09, 2017, Akamai Technologies, by Mark Robertson
Long-term investors should have a look here. The competitive landscape is still in the early stages of a secular shift that places massive value on the security of its networks and information from an increasing rate of global cyber attacks. As larger quantities of data move to cloud-based platforms over the coming years, Akamai should be well positioned to reap the rewards. S&P sees AKAM as a takeover target.
Dec 10, 2016, GlaxoSmithKline, by Mark Robertson
Under new leadership, and with the Novartis deals and emphasis on vaccines underway, GSK has a +80.8% uptick in the crystal ball right now.
Nov 30, 2016, CVS Health, by Mark Robertson
Ken Kavula selected CVS for the November Round Table and his motion was seconded by the audience poll. This is the third selection of CVS for this feature.
Oct 05, 2016, Novo Nordisk, by Mark Robertson
This month we take a look at another “flavor” of repeat selections, NVO.
Jul 31, 2016, Robert Half , by Mark Robertson
RHI is the largest specialized provider of temporary and permanent personnel in the fields of finance and accounting.
Jun 01, 2016, Computer Programs & Sys, by Mark Robertson
CPSI has kept their head down, eschewing battles with the big dogs while entrenching their systems with 950 clients spread over 49 states.
May 01, 2016, Under Armour, by Mark Robertson
UA remains an excellent long-term holding — and a great buy now.
Apr 01, 2016, Allergan, by Mark Robertson
AGN is a well-positioned industry leader as a stand-alone company.
Mar 01, 2016, Celgene, by Mark Robertson
Mark nominated CELG for the Round Table tracking portfolio at the March session citing a broad consensus of solid expectations from all of the major research firms.
Feb 01, 2016, Biogen, by Mark Robertson
The biotech industry has been hammered over the last several months. Among the carnage, BIIB.
Jan 01, 2016, Hibbett Sporting Goods, by Mark Robertson
HIBB has been around as long as the modern investment club movement. The origins of this specialty retailer of athletic equipment, footwear and apparel date back nearly 70 years.
Dec 01, 2015, Scripps Networks, by Mark Robertson
SNI is a lifestyle and interactive services company. Its national television networks include Food Network, HGTV, Travel Channel, DIY Network, Cooking Channel and Great American Country.
Nov 01, 2015, Forward Air, by Mark Robertson
FWRD has been featured often in the Forbes annual listing of the Best Small Companies and was still eligible for this year’s roll call.
Oct 01, 2015, Mesa Labs, by Mark Robertson
MLAB is proof positive that “Up, Straight and Parallel” does indeed exist among the smaller, faster-growing companies.
Sep 01, 2015, Skyworks Solutions, by Mark Robertson
Ken Kavula stole the show during our recent Round Table with his nomination of SWKS, a specialty semiconductor company.
Aug 01, 2015, Urban Outfitters, by Mark Robertson
URBN is one of those infamous volatile stocks that so many of us find challenging to own.
Jul 01, 2015, Apple, by Mark Robertson
We selected AAPL back in May 2013 for Solomon Select. Apple has gained 40.2% annualized since then for a relative return of +28% for that decision.
Jun 01, 2015, Baidu, by Mark Robertson
BIDU is the leading Chinese Internet search engine and has been around since 2000, public since 2005.