Solomon's Selects
Gentex (GNTX) by Mark Robertson Mar 01, 2024
You’ll find Gentex (GNTX) in any number of portfolios from Tin Cup to Buttonwood to a multi-time selection for the Round Table. We encourage an appropriate balance of focus on the rear view mirror while using your brights for the windshield view.
Boston Beer (SAM) by Mark Robertson Aug 07, 2021
Raise a glass! Is the current price plummet in Boston Beer (SAM) a buying opportunity?
Grand Canyon Education (LOPE) by Mark Robertson Jul 01, 2021
Grand Canyon is the best-positioned publicly traded for-profit education company due to its strong brand, unique on-campus and online educational environments, and long runway of opportunity. -- Wasatch Value Fund
Regeneron Pharma (REGN) by Mark Robertson Jun 02, 2021
Selected seven times for the Round Table, this drug development engine is in gear with all (7) selections delivering positive returns -- with an average relative return of +3.3%.
BioSpecifics Technologies (BSTC) by Mark Robertson Nov 01, 2019
The Investing Round Table audience seconded the nomination of BioSpecifics Technologies during the October 2019 session.
TJX Companies by Mark Robertson Feb 01, 2019
Ken Kavula (and the audience) selected TJX Companies during the January Round Table citing its steady track record and exceptional financial strength and citing a propensity to cater quite well to people who shop for the sport of it.
Air Lease (AL) by Mark Robertson Jan 01, 2019
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.
IPG Photonics (IPGP) by Ken Kavula Sep 01, 2018
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.
Coherent (COHR) by Ken Kavula Aug 01, 2018
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.
Five Below (FIVE) by Mark Robertson Jun 01, 2018
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.
Cambrex (CBM) by Mark Robertson Nov 06, 2017
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.
General Electric (GE) by Mark Robertson Oct 01, 2017
"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.
FleetCor Technologies (FLT) by Mark Robertson Sep 13, 2017
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.)
Akamai Technologies by Mark Robertson Jun 09, 2017
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.
GlaxoSmithKline by Mark Robertson Dec 10, 2016
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.
CVS Health by Mark Robertson Nov 30, 2016
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.
Novo Nordisk by Mark Robertson Oct 05, 2016
This month we take a look at another “flavor” of repeat selections, NVO.
Robert Half by Mark Robertson Jul 31, 2016
RHI is the largest specialized provider of temporary and permanent personnel in the fields of finance and accounting.
Computer Programs & Sys by Mark Robertson Jun 01, 2016
CPSI has kept their head down, eschewing battles with the big dogs while entrenching their systems with 950 clients spread over 49 states.
Under Armour by Mark Robertson May 01, 2016
UA remains an excellent long-term holding — and a great buy now.
Allergan by Mark Robertson Apr 01, 2016
AGN is a well-positioned industry leader as a stand-alone company.
Celgene by Mark Robertson Mar 01, 2016
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.
Biogen by Mark Robertson Feb 01, 2016
The biotech industry has been hammered over the last several months. Among the carnage, BIIB.
Hibbett Sporting Goods by Mark Robertson Jan 01, 2016
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.
Scripps Networks by Mark Robertson Dec 01, 2015
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.