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Public Dashboard: Robertson, Lisa

05/11/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
BBBY 1055.39
Bio-Reference Laboratories, Inc BRLI 2326.88 $34.61 $80,533.32 2.8%
DTE Energy Company 2016 Corpora DTV 1207.96 $54.93 $66,353.40 2.3%
ECHO 3333.33
ESRX 1140.30
Averages $2,846,286.20 10.5% 19.3 0.7% 84% 86 92.5 9.8%
Apple AAPL 141.24 $198.43 $28,026.85 1.0% 6.3% 23.8 0.4% 95% 95 98 8.4%
AFLAC AFL 1207.50 $105.97 $127,958.35 4.5% 4.3% 11.3 2.8% 92% 88 95 9.2%
Fabrinet FN 4331.25 $202.62 $877,598.75 30.8% 11.9% 14.9 0.0% 89% 82 99 7.5%
Genpact G 3722.45 $42.46 $158,055.39 5.6% 6.1% 15.8 1.3% 85% 100 89 12.8%
Gentex GNTX 3298.15 $22.21 $73,251.98 2.6% 7.1% 15.0 1.3% 92% 83 98 15.1%
Jazz Pharmaceuticals JAZZ 1098.23 $97.78 $107,384.47 3.8% 6.2% 10.6 0.0% 47% 62 48 22.7%
Liquidity Services* LQDT 1879.70 $25.51 $47,951.13 1.7% 18.6% 20.0 0.0% 36% 29 49 22.0%
Microsoft MSFT 2305.42 $438.72 $1,011,434.74 35.5% 12.7% 27.3 0.8% 86% 91 97 9.0%
Qualcomm QCOM 954.78 $145.18 $138,615.25 4.9% 6.4% 14.5 2.1% 92% 91 88 11.8%
Teva Pharma TEVA 1710.92 $16.93 $28,965.93 1.0% 3.3% 11.2 0.0% 13% 99 54 16.0%
Tapestry [Coach] TPR 1283.90 $78.01 $100,156.65 3.5% 2.5% 13.8 2.5% 70% 89 77 5.2%


MIPAR 10.0%  
Sweet Spot 15.0% - 20.0%  
Portfolio Averages
PAR 9.8%
Quality 92.5
Growth 10.5%
P/E Ratio 19.3
Yield 0.7%
Fin Strength 84%
EPS Stability 86

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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.