Solomon's Selects
Forward Air by Mark Robertson Nov 01, 2015
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.
Mesa Labs by Mark Robertson Oct 01, 2015
MLAB is proof positive that “Up, Straight and Parallel” does indeed exist among the smaller, faster-growing companies.
Skyworks Solutions by Mark Robertson Sep 01, 2015
Ken Kavula stole the show during our recent Round Table with his nomination of SWKS, a specialty semiconductor company.
Urban Outfitters by Mark Robertson Aug 01, 2015
URBN is one of those infamous volatile stocks that so many of us find challenging to own.
Apple by Mark Robertson Jul 01, 2015
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.
Baidu by Mark Robertson Jun 01, 2015
BIDU is the leading Chinese Internet search engine and has been around since 2000, public since 2005.
Copa Holdings & NIC by Mark Robertson May 01, 2015
The companies featured this month, CPA and EGOV, have both been selected recently by Ken Kavula during monthly Round Table webcasts.
Dril-Quip by Mark Robertson Apr 01, 2015
DRQ showed up on a number of Groundhog Challenge entries -- it’s time to end the mystery.
LKQ Corp. by Mark Robertson Mar 01, 2015
LKQ provides replacement systems, components and parts needed to repair cars and light trucks, primarily in North America and Europe.
Quanta Services by Mark Robertson Feb 01, 2015
PWR provides specialized contracting services, offering end-to-end network solutions to the electric power, natural gas and cable TV industries.
MSC Industrial Direct by Mark Robertson Jan 01, 2015
This month’s stock feature is a company that is never too far from our radar screens. MSM markets industrial products to small- and mid-sized customers throughout the United States.
Fossil by Mark Robertson Dec 01, 2014
Selecting an apparel or retail stock ain’t easy. We last chose FOSL back in March 2014 and it was part of a retail bag back in May 2014.
Qualcomm by Mark Robertson Nov 01, 2014
We last chose QCOM back in February 2013 and the company has lagged the total stock market since then.
Atwood Oceanics by Mark Robertson Oct 01, 2014
We last chose ATW back in January 2013 and the company has lagged the total stock market a little bit since then.
Aaron’s by Mark Robertson Sep 01, 2014
Straight out of this month’s Sweet 16 and near the top of the list of candidates, let’s dig in for a closer look at AAN and see how it holds up under scrutiny.
Whole Foods Market by Mark Robertson Aug 01, 2014
The average price of the items at WFM carries a significant premium to other grocery and big box retailers. Under these conditions, a consumer staples company becomes discretionary and vulnerable to economic cycles.
T. Rowe Price by Mark Robertson Jul 01, 2014
During the June Round Table, Cy Lynch selected TROW, a long-time community favorite. We’ll do the same this month for Solomon Select.
CaesarStone by Mark Robertson Jun 01, 2014
With the renovation and repair industry gaining traction after an extended doldrum, CSTE could be the type of company that benefits from the renaissance.
Fossil, Francesca’s & Lululemon by Mark Robertson May 01, 2014
FOSL, FRAN, LULU … and Coach (COH). Indecisive this month, guys?
Cognizant Technology by Mark Robertson Apr 01, 2014
Some might say that we’re stuck in a rut. Perhaps. But it’s a really good rut. We’ve selected CTSH on four previous occasions over the last nine years or so and we haven’t been disappointed.
Fossil by Mark Robertson Mar 01, 2014
FOSL is well-positioned to thrive in a recovery and it is a multiple Round Table selection … so it has plenty of cheerleaders.
FleetCor Technologies by Mark Robertson Feb 01, 2014
FLT is a leading independent global provider of specialized payment products and services including fleet cards, food cards, corporate lodging discount cards and other specialized payment services.
EMC Corp by Mark Robertson Jan 01, 2014
We know a bunch of people who made a ton of money on community favorite, EMC, a little over 12 years ago. Can lightning strike twice?
Quality Systems by Mark Robertson Dec 01, 2013
We repeat the selection of an old favorite that has stumbled and appears to be possibly regaining its balance, QSII.
Masimo by Mark Robertson Nov 01, 2013
MASI is near the top of the small company screen and overall screening results this month, so we’ll double down on our selection made two years ago.