Public Dashboard: BINC 2008 StockTalk
Current value of $100 positions by Ann Cuneaz, Ken Kavula, Hugh McManus, Mark Robertson & Peggy Schmeltz at BINC 2008. Values established on June 20, 2008. (DNA,KCI,PPDI,MR,LTM,BWLD,RSTI,HMIN,WFM acquired)
| 09/15/2025 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CTRP | 8.45 | |||||||||||
| IIVI | 5.29 | |||||||||||
| QSII | 8.52 | |||||||||||
| UTX | 1.77 | |||||||||||
| WTW | 2.96 | |||||||||||
| Cash | $2,273.68 | 15.4% | 4.0% | 4.0% | ||||||||
| Averages | $14,782.80 | 8.2% | 23.9 | 1.7% | 77% | 78 | 83.4 | 6.8% | ||||
| American Eagle Outfitters | AEO | 8.75 | $19.17 | $167.72 | 1.1% | 1.4% | 11.6 | 2.2% | 69% | 32 | 29 | 0.1% |
| EMCOR Group | EME | 3.68 | $629.08 | $2,316.27 | 15.7% | 10.4% | 20.4 | 0.4% | 87% | 69 | 87 | 6.8% |
| Expeditors Intl | EXPD | 2.64 | $123.51 | $326.44 | 2.2% | 2.8% | 18.8 | 1.2% | 100% | 97 | 91 | 3.2% |
| General Electric | GE | 5.28 | $281.69 | $1,487.32 | 10.1% | 8.4% | 30.9 | 1.0% | 45% | 52 | 69 | 2.0% |
| Alphabet (Google) | GOOG | 0.37 | $241.38 | $89.31 | 0.6% | 10.8% | 25.3 | 0.4% | 97% | 88 | 93 | 6.0% |
| Garmin Ltd. | GRMN | 3.20 | $238.08 | $761.62 | 5.2% | 8.3% | 27.9 | 1.6% | 93% | 95 | 98 | 8.1% |
| Hologic | HOLX | 4.36 | $64.45 | $280.68 | 1.9% | 3.2% | 20.0 | 0.0% | 37% | 61 | 54 | 10.3% |
| Infosys Tech | INFY | 14.79 | $16.96 | $250.89 | 1.7% | 4.4% | 16.0 | 2.5% | 97% | 93 | 97 | 10.0% |
| Henry, Jack | JKHY | 5.10 | $160.12 | $816.13 | 5.5% | 7.0% | 31.5 | 1.4% | 99% | 100 | 98 | 10.3% |
| Microsoft | MSFT | 4.55 | $509.90 | $2,321.06 | 15.7% | 13.6% | 31.3 | 0.8% | 82% | 91 | 97 | 9.6% |
| Neogen | NEOG | 11.67 | $5.50 | $64.18 | 0.4% | 3.6% | 10.3 | 0.0% | 7% | 48 | 24 | 6.1% |
| Oshkosh Corp | OSK | 3.31 | $137.02 | $453.95 | 3.1% | 6.6% | 13.6 | 1.3% | 91% | 73 | 82 | 9.9% |
| Paychex | PAYX | 4.50 | $135.11 | $607.72 | 4.1% | 7.9% | 26.2 | 3.0% | 86% | 97 | 100 | 11.0% |
| Pepsi | PEP | 2.06 | $143.53 | $295.96 | 2.0% | 3.4% | 18.9 | 2.5% | 85% | 99 | 76 | 11.5% |
| PetMed Express | PETS | 10.31 | $2.80 | $28.87 | 0.2% | -4.9% | 17.1 | 5.0% | 78% | 20 | 8 | 28.2% |
| Pfizer | PFE | 8.62 | $23.87 | $205.78 | 1.4% | 2.2% | 10.3 | 4.6% | 49% | 56 | 59 | 12.6% |
| Procter & Gamble | PG | 2.17 | $157.90 | $341.85 | 2.3% | 2.8% | 23.5 | 2.3% | 83% | 99 | 89 | 6.2% |
| Sanofi | SNY | 4.37 | $47.03 | $205.29 | 1.4% | 4.3% | 19.7 | 4.3% | 90% | 52 | 72 | 13.8% |
| Stryker | SYK | 1.82 | $383.34 | $699.21 | 4.7% | 8.8% | 24.8 | 0.9% | 86% | 99 | 96 | 7.0% |
| Tapestry [Coach] | TPR | 3.76 | $106.47 | $400.75 | 2.7% | 2.7% | 15.6 | 2.5% | 65% | 87 | 77 | 1.9% |
| Vanguard Total Stock Market | VTSMX | 3.73 | $104.05 | $388.11 | 2.6% | 0.0% | 0.0 | 0.0% | 0% | 0 | 0 | -0.1% |