Public Dashboard: # 2018 KEYSTONE STRATEGIES STOCK PICKS

01/17/2021
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
AGN 5.76
AKS 204.92
ANFI 176.68
BABY 25.09
BIVV 19.77
BOFI 38.87
CBM 20.47
CELG 9.57
ESIO 37.05
NTRI 20.60
RHT 7.79
RTN 5.37
SHPG 6.76
SPDR Series Trust SPDR S&P Bio XBI 11.96 $83.64 $1,000.00 0.5%
ZAYO 28.10
Averages $203,474.17 10.4% 37.2 0.8% 70% 62 73.1 5.9%
Applied Optoelectronics* AAOI 23.69 $10.79 $255.57 0.1% 6.9% 21.0 0.0% 63% 8 19 3.7%
Apple AAPL 5.72 $127.14 $726.64 0.4% 8.6% 24.0 1.1% 97% 98 99 4.2%
Abbvie ABBV 10.56 $110.52 $1,166.81 0.6% 2.3% 11.0 3.7% 93% 81 82 6.6%
ABIOMED ABMD 5.01 $329.69 $1,650.60 0.8% 13.2% 67.0 0.0% 47% 79 81 6.0%
Axcelis Technologies ACLS 27.30 $34.92 $953.32 0.5% 10.9% 18.0 0.0% 49% 29 38 7.1%
Adobe Systems ADBE 5.42 $458.08 $2,483.36 1.2% 16.1% 58.0 0.0% 84% 45 85 14.9%
Analog Devices ADI 11.22 $157.75 $1,769.49 0.9% 9.2% 23.0 1.9% 94% 90 99 6.8%
Archer Daniels Mid ADM 25.55 $52.20 $1,333.67 0.7% 2.0% 13.0 3.0% 78% 73 60 3.1%
Adient plc ADNT 12.84 $35.11 $450.94 0.2% 2.2% 11.0 0.0% 11% 25 3 3.3%
Advanced Energy AEIS 11.74 $115.47 $1,356.08 0.7% 11.9% 18.0 0.0% 68% 40 87 6.3%
Argan* AGX 16.72 $45.90 $767.56 0.4% 1.7% 28.0 2.5% 49% 20 28 1.6%
Air Lease* AL 23.95 $43.28 $1,036.40 0.5% 13.0% 8.0 1.0% 62% 84 98 13.0%
Align Technology ALGN 3.93 $567.23 $2,226.53 1.1% 18.3% 48.0 0.0% 76% 89 96 0.1%
Applied Materials AMAT 17.27 $103.14 $1,781.04 0.9% 6.7% 18.0 1.3% 95% 51 78 2.6%
Allied Motion Tech* AMOT 30.74 $50.22 $1,543.81 0.8% 11.5% 22.0 0.3% 45% 74 73 9.6%
Amazon.com AMZN 0.84 $3,104.25 $2,617.41 1.3% 8.1% 50.0 0.0% 98% 44 63 4.0%
Artisan Partners* APAM 26.28 $52.74 $1,386.07 0.7% -1.9% 21.0 7.0% 56% 89 38 -8.9%
Apogee Enterprises APOG 20.88 $36.79 $768.22 0.4% 3.1% 13.0 2.0% 89% 43 49 4.2%
Activision Blizzard ATVI 15.14 $90.69 $1,373.47 0.7% 8.3% 26.0 0.7% 96% 71 95 6.5%
Boeing BA 3.76 $204.32 $768.47 0.4% 0.5% 32.0 0.0% 32% 42 22 0.8%
Alibaba BABA 5.23 $243.46 $1,273.39 0.6% 21.4% 35.0 0.0% 81% 49 95 20.0%
Bank of America BAC 37.61 $33.01 $1,241.44 0.6% 5.2% 13.6 2.3% 81% 33 55 6.8%
Blackberry BB 92.68 $9.84 $911.96 0.4% 7.9% 30.0 0.0% 7% 29 22 2.0%
Baidu BIDU 4.01 $238.87 $957.70 0.5% 11.9% 26.0 0.0% 70% 21 55 5.9%
Biogen BIIB 3.24 $275.84 $892.77 0.4% 2.6% 12.0 0.0% 68% 86 74 7.3%
BJ's Restaurants BJRI 29.94 $46.91 $1,404.49 0.7% 7.2% 28.0 1.2% 47% 47 45 3.0%
Booking BKNG 0.57 $2,119.23 $1,205.19 0.6% 7.8% 20.0 0.0% 89% 92 100 5.8%
Bankwell Financial* BWFG 29.56 $20.12 $594.74 0.3% 5.8% 16.0 0.8% 49% 35 34 4.7%
Citigroup C 13.89 $64.23 $891.84 0.4% 4.9% 11.3 3.0% 46% 73 56 11.2%
Cal-Maine Foods CALM 21.21 $36.47 $773.49 0.4% 4.7% 12.0 2.2% 54% 38 78 8.5%
Meta Financial* CASH 11.32 $39.21 $443.80 0.2% -2.0% 14.0 1.1% 42% 64 27 -5.1%
Chemours CC 18.76 $27.08 $507.97 0.2% 0.1% 9.0 3.8% 31% 31 8 3.0%
Century Communities* CCS 35.03 $44.17 $1,547.11 0.8% 19.0% 11.3 0.0% 42% 67 54 15.5%
Coeur Mining* CDE 129.20 $8.39 $1,083.98 0.5% 5.3% 21.0 0.0% 9% 10 11 4.2%
Comcast (A) CMCSA 27.88 $48.69 $1,357.40 0.7% 7.1% 15.0 1.5% 89% 89 94 9.0%
Centene CNC 10.29 $63.99 $658.54 0.3% 4.7% 15.0 0.0% 91% 64 65 8.9%
Cirrus Logic CRUS 17.71 $98.76 $1,748.89 0.9% 6.0% 17.0 0.0% 66% 72 68 -1.6%
Cognizant Technology CTSH 13.84 $80.24 $1,110.28 0.5% 8.6% 17.0 1.1% 96% 94 96 8.1%
CVS Health CVS 14.17 $76.26 $1,080.94 0.5% 0.8% 11.0 2.7% 93% 99 74 6.2%
Chevron Corp CVX 8.58 $92.09 $790.40 0.4% 2.2% 15.0 4.4% 73% 39 58 6.8%
Delta Airlines DAL 19.96 $39.98 $797.84 0.4% 5.5% 6.8 2.3% 73% 51 85 8.9%
Horton, DR DHI 20.00 $69.36 $1,387.20 0.7% 12.6% 11.0 1.0% 95% 61 96 13.8%
Danaher DHR 10.64 $236.75 $2,518.08 1.2% 6.6% 33.0 0.6% 93% 77 82 1.9%
Duluth Holdings* DLTH 54.95 $12.66 $695.60 0.3% 8.0% 30.0 0.0% 56% 15 31 10.2%
New Oriental Education EDU 11.29 $172.81 $1,951.11 1.0% 7.6% 47.0 0.0% 45% 89 87 7.6%
Ensign Group* ENSG 40.49 $84.70 $3,429.15 1.7% 14.8% 14.0 0.7% 70% 55 81 0.5%
Edwards Lifesciences EW 9.15 $87.87 $803.64 0.4% 12.3% 35.0 0.0% 95% 72 97 8.0%
Guggenheim S&P 600 Small Cap (Equal) EWSC 18.90 $70.70 $1,336.23 0.7% 10.8% 40.9 1.0% 44% 37 57 6.2%
FaceBook FB 5.47 $251.36 $1,375.21 0.7% 14.3% 32.0 0.0% 85% 52 92 16.5%
FactSet Research FDS 5.03 $318.20 $1,601.33 0.8% 7.7% 26.0 1.3% 99% 99 94 6.0%
FedEx Corp FDX 4.61 $252.56 $1,163.87 0.6% 6.8% 15.0 0.9% 98% 75 94 7.7%
Five Below FIVE 16.82 $189.81 $3,192.23 1.6% 15.3% 42.0 0.0% 85% 77 98 5.5%
FleetCor Technologies FLT 5.55 $265.23 $1,472.03 0.7% 8.0% 20.0 0.0% 73% 93 98 8.4%
General Electric GE 54.98 $11.33 $622.87 0.3% 5.4% 13.0 1.2% 4% 47 35 5.8%
Gentex GNTX 51.28 $35.88 $1,840.00 0.9% 7.0% 17.0 1.5% 99% 92 100 5.5%
Barrick Gold GOLD 10.18 $23.14 $235.47 0.1% 5.4% 18.0 1.3% 39% 36 39 7.4%
Alphabet (Google) GOOG 0.96 $1,736.19 $1,668.43 0.8% 15.3% 32.0 0.0% 98% 97 99 15.0%
Alphabet (Google) GOOGL 0.95 $1,727.62 $1,635.20 0.8% 15.3% 32.0 0.0% 98% 97 99 15.1%
HCA Holdings HCA 12.96 $168.77 $2,186.42 1.1% 6.2% 12.0 1.2% 24% 81 65 5.9%
Healthcare Services HCSG 19.77 $30.37 $600.55 0.3% 4.6% 22.0 2.8% 85% 93 82 7.4%
Home Depot HD 5.80 $275.59 $1,599.20 0.8% 6.1% 20.0 2.7% 97% 76 89 7.5%
Hormel HRL 29.06 $44.87 $1,303.98 0.6% 2.7% 17.0 2.1% 100% 79 89 3.6%
Heska* HSKA 10.26 $160.33 $1,644.41 0.8% 11.4% 111.0 0.0% 80% 20 37 1.7%
Intl Business Machines IBM 6.59 $128.39 $845.56 0.4% 1.4% 11.0 4.0% 96% 98 83 5.7%
Illumina ILMN 4.65 $376.35 $1,751.61 0.9% 13.1% 61.0 0.0% 88% 51 85 6.8%
IPG Photonics IPGP 4.13 $243.92 $1,007.73 0.5% 6.9% 29.0 0.0% 94% 76 89 -0.8%
Intuitive Surgical ISRG 2.51 $778.42 $1,955.09 1.0% 13.0% 51.0 0.0% 84% 93 99 6.7%
Gartner Group IT 8.59 $160.41 $1,378.21 0.7% 12.2% 37.0 0.0% 48% 97 87 9.0%
Jazz Pharmaceuticals JAZZ 7.21 $167.71 $1,209.16 0.6% 12.0% 10.0 0.0% 82% 97 88 9.3%
JD.com* JD 25.50 $87.77 $2,238.46 1.1% 9.3% 15.0 0.0% 42% 72 31 -4.6%
Johnson & Johnson JNJ 7.25 $160.30 $1,161.51 0.6% 4.5% 17.0 2.6% 99% 90 90 6.2%
JP Morgan Chase JPM 10.17 $138.64 $1,410.09 0.7% 6.2% 14.0 3.4% 98% 84 89 5.6%
Kulicke & Soffa KLIC 35.88 $38.08 $1,366.34 0.7% 2.0% 20.7 1.6% 42% 49 35 -0.3%
Kinder Morgan KMI 58.17 $15.49 $901.11 0.4% 1.1% 17.0 3.0% 15% 44 27 7.0%
LCI Industries LCII 8.06 $141.72 $1,142.44 0.6% 11.1% 15.0 2.5% 94% 86 93 11.1%
Lear LEA 5.64 $159.79 $902.00 0.4% 4.2% 9.6 1.8% 83% 83 80 3.8%
Lennar LEN 16.39 $76.59 $1,255.16 0.6% 3.3% 11.0 1.2% 53% 62 56 5.2%
LGI Homes* LGIH 14.83 $100.88 $1,495.85 0.7% 19.7% 9.9 0.0% 49% 83 75 20.5%
LKQ Corp LKQ 26.28 $37.85 $994.74 0.5% 4.1% 12.0 0.0% 85% 99 90 3.5%
Lam Research LRCX 4.61 $547.53 $2,525.16 1.2% 11.2% 20.0 1.5% 90% 49 85 6.8%
Lululemon Athletica LULU 14.97 $344.50 $5,157.96 2.5% 16.5% 32.0 0.0% 84% 91 100 1.0%
Southwest Airlines LUV 18.14 $46.66 $846.21 0.4% 1.6% 17.0 0.0% 85% 40 61 -1.8%
Mastercard MA 6.55 $323.26 $2,116.41 1.0% 11.3% 36.0 0.6% 99% 88 100 9.2%
McDonald's MCD 5.91 $209.91 $1,241.26 0.6% 5.0% 22.0 2.6% 97% 85 97 6.1%
Microchip Technology MCHP 10.99 $148.56 $1,633.07 0.8% 6.8% 17.0 1.3% 83% 95 95 4.4%
Mercadolibre MELI 3.68 $1,851.78 $6,823.57 3.4% 21.1% 175.0 0.0% 31% 9 38 0.5%
Middleby MIDD 8.47 $133.96 $1,134.87 0.6% 6.7% 20.0 0.0% 83% 98 95 5.3%
MKS Instruments MKSI 9.47 $177.60 $1,682.61 0.8% 12.7% 20.0 0.5% 75% 63 92 7.5%
MarketAxess MKTX 5.31 $523.00 $2,774.98 1.4% 16.0% 63.0 0.8% 82% 72 99 11.7%
Maximus MMS 14.97 $76.30 $1,142.22 0.6% 8.8% 18.0 1.3% 93% 95 95 11.7%
Marine Products* MPX 65.53 $15.74 $1,031.45 0.5% 4.2% 25.0 2.5% 33% 65 42 2.8%
Microsoft MSFT 12.01 $212.65 $2,554.05 1.3% 9.7% 35.0 1.3% 97% 93 96 11.3%
Micron Tech MU 20.13 $80.72 $1,624.80 0.8% 9.6% 10.0 0.0% 86% 38 84 6.0%
Norwegian Cruise NCLH 18.02 $25.38 $457.30 0.2% -0.8% 19.0 0.0% 25% 6 8 -3.3%
Neogen NEOG 12.01 $83.56 $1,003.48 0.5% 6.7% 57.0 0.0% 70% 95 78 4.0%
Netflix NFLX 5.11 $497.98 $2,543.96 1.3% 11.7% 61.0 0.0% 88% 44 92 10.6%
Nektar Therapeutics NKTR 19.02 $16.98 $322.88 0.2% 22.9% 25.0 0.0% 12% 6 41 14.3%
NN NNBR 36.43 $6.09 $221.86 0.1% 4.7% 15.0 0.0% 1% 7 19 7.7%
NVIDIA Corp. NVDA 4.61 $514.38 $2,370.85 1.2% 16.9% 55.0 0.3% 95% 43 95 12.3%
Universal Display OLED 5.24 $250.60 $1,312.39 0.6% 21.0% 70.0 0.4% 74% 49 95 11.6%
Ollie's Bargain OLLI 21.55 $98.10 $2,114.22 1.0% 13.1% 31.0 0.0% 76% 64 97 9.9%
Bank OZK* OZK 22.61 $35.27 $797.60 0.4% 6.6% 10.0 4.0% 64% 42 56 10.0%
Patrick Industries* PATK 15.81 $69.85 $1,104.06 0.5% 9.1% 15.9 0.0% 39% 40 33 9.8%
Dave & Buster's PLAY 19.49 $33.66 $655.88 0.3% 3.2% 19.0 1.0% 38% 31 26 -0.3%
PayPal PYPL 12.73 $239.79 $3,051.93 1.5% 11.6% 57.0 0.0% 94% 59 86 2.5%
Raymond James RJF 11.77 $102.94 $1,211.77 0.6% 8.2% 14.0 1.7% 100% 83 93 7.7%
Robo Global Robotics & Automation ROBO 24.59 $65.28 $1,605.11 0.8% 8.0% 33.5 0.3% 53% 65 71 0.2%
Starbucks SBUX 17.61 $102.33 $1,801.58 0.9% 9.3% 29.0 1.8% 95% 83 97 8.3%
Schwab Charles SCHW 21.84 $58.75 $1,283.31 0.6% 5.9% 16.0 1.5% 96% 59 87 8.3%
Silicon Motion Tech* SIMO 20.22 $49.42 $999.39 0.5% 5.9% 14.0 2.5% 56% 65 55 6.6%
Skechers SKX 29.82 $36.66 $1,093.02 0.5% 11.2% 17.0 0.0% 91% 81 95 9.4%
Simulations Plus* SLP 61.92 $71.19 $4,408.05 2.2% 25.3% 98.0 1.5% 49% 69 85 17.4%
SPDRs S&P 500 [TSP "C"] SPY 3.84 $375.70 $1,443.00 0.7% 8.1% 27.2 1.5% 93% 75 85 8.6%
STMicroelectronics STM 40.65 $39.79 $1,617.48 0.8% 8.6% 22.0 1.2% 75% 29 59 6.1%
Stamps.com* STMP 5.66 $209.22 $1,184.38 0.6% 14.0% 31.0 0.0% 56% 22 44 12.7%
Sterling Construction* STRL 57.64 $23.12 $1,332.56 0.7% 11.1% 10.0 0.0% 4% 19 27 4.9%
Constellation Brands STZ 4.51 $219.99 $991.48 0.5% 4.3% 19.0 1.3% 88% 77 89 6.9%
Skyworks Solutions SWKS 9.11 $152.00 $1,384.97 0.7% 6.0% 18.0 1.8% 79% 55 81 4.2%
Tencent* TCEHY 18.61 $82.25 $1,530.80 0.8% 13.2% 60.0 0.2% 79% 83 86 12.5%
Tenaris SA TS 33.89 $16.45 $557.44 0.3% -0.7% 15.0 2.6% 47% 46 50 7.0%
Twitter TWTR 44.60 $45.18 $2,015.17 1.0% 12.9% 41.0 0.0% 30% 17 39 7.8%
Texas Roadhouse TXRH 20.58 $80.62 $1,659.53 0.8% 10.1% 22.0 1.7% 76% 97 93 8.0%
Under Armour UAA 76.98 $18.09 $1,392.61 0.7% 1.3% 38.0 0.0% 60% 28 28 -1.6%
Ulta Beauty ULTA 4.75 $301.85 $1,434.85 0.7% 5.8% 26.0 0.0% 79% 69 76 0.5%
United Parcel Service UPS 8.84 $158.90 $1,404.45 0.7% 5.4% 18.0 2.6% 96% 99 99 7.9%
USA Technologies* USAT 115.61 $10.36 $1,197.69 0.6% 19.8% 75.0 0.0% 26% 9 24 12.7%
United Therapeutics UTHR 8.00 $172.82 $1,382.45 0.7% 4.1% 12.0 0.0% 82% 66 67 0.1%
Visa Inc. V 8.93 $201.59 $1,800.39 0.9% 11.2% 32.0 0.8% 100% 96 100 10.6%
Veeva Systems VEEV 15.92 $271.01 $4,314.76 2.1% 20.0% 50.0 0.0% 76% 51 88 1.1%
Valhi* VHI 168.35 $17.28 $2,909.09 1.4% 3.8% 30.0 2.0% 15% 7 16 -6.5%
Vanguard Emerging Mkts VWO 22.41 $52.50 $1,176.34 0.6% 14.4% 27.3 1.2% 87% 71 94 11.1%
Wal-Mart WMT 10.35 $144.64 $1,497.00 0.7% 2.8% 22.0 1.8% 76% 86 63 3.1%
U.S. Steel X 34.23 $20.88 $714.82 0.4% 0.6% 12.0 1.0% 9% 12 9 -7.6%
XPO Logistics XPO 14.42 $118.86 $1,713.91 0.8% 2.5% 20.0 0.0% 15% 39 26 2.5%
YY* YY 8.33 $90.08 $750.48 0.4% 7.5% 15.0 0.0% 64% 24 35 12.3%
Zillow Z 23.79 $137.50 $3,271.47 1.6% 16.0% 133.0 0.0% 15% 2 16 -7.5%
ZAGG Inc.* ZAGG 43.86 $4.17 $182.89 0.1% -1.0% 11.0 0.0% 75% 8 15 4.9%


MIPAR 5.4%  
Sweet Spot 10.4% - 15.4%  

Portfolio Averages

PAR 5.9%
Quality 73.1
Growth 10.4%
P/E Ratio 37.2
Yield 0.8%
Fin Strength 70%
EPS Stability 62