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)

05/07/2021
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
CTRP 8.45
QSII 8.52
UTX 1.77
WTW 2.96
Cash $2,273.68 18.8% 1.3% 1.3%
Averages $12,075.61 7.6% 28.5 1.4% 85% 83 85.4 5.7%
American Eagle Outfitters AEO 8.75 $36.18 $316.54 2.6% 4.6% 19.0 1.5% 63% 42 56 -0.7%
EMCOR Group EME 3.68 $124.10 $456.94 3.8% 4.6% 15.0 0.6% 91% 71 71 -0.8%
Expeditors Intl EXPD 2.64 $115.64 $305.64 2.5% 6.2% 23.0 1.2% 97% 96 99 6.2%
General Electric GE 5.28 $13.21 $69.75 0.6% 5.5% 22.0 1.2% 5% 29 23 1.8%
Alphabet (Google) GOOG 0.37 $2,381.35 $881.10 7.3% 16.5% 37.0 0.0% 98% 93 99 14.8%
Garmin Ltd. GRMN 3.20 $141.34 $452.15 3.7% 8.2% 21.0 2.1% 86% 91 97 6.2%
Hologic HOLX 4.36 $65.16 $283.77 2.3% 8.9% 14.0 0.0% 42% 52 69 11.6%
II-VI IIVI 5.29 $59.91 $317.16 2.6% 11.6% 28.0 0.0% 62% 48 68 17.0%
Infosys Tech INFY 14.79 $18.60 $275.15 2.3% 7.9% 19.0 3.1% 89% 96 99 10.0%
Henry, Jack JKHY 5.10 $158.47 $807.72 6.7% 5.9% 32.0 1.4% 98% 98 97 6.5%
Microsoft MSFT 4.55 $249.73 $1,136.77 9.4% 9.5% 36.0 1.2% 97% 93 96 11.2%
Neogen NEOG 11.67 $94.71 $1,105.17 9.2% 6.9% 55.0 0.0% 71% 95 77 0.6%
Oshkosh Corp OSK 3.31 $132.25 $438.14 3.6% 3.8% 15.0 1.1% 42% 65 62 -0.5%
Paychex PAYX 4.50 $101.59 $456.95 3.8% 7.0% 28.0 3.1% 94% 100 100 6.0%
Pepsi PEP 2.06 $145.56 $300.14 2.5% 3.7% 20.0 3.0% 97% 99 85 5.7%
PetMed Express PETS 10.31 $30.52 $314.66 2.6% 4.4% 15.0 3.3% 75% 82 97 7.9%
Pfizer PFE 8.62 $39.19 $337.86 2.8% 4.0% 15.0 3.8% 88% 64 78 6.5%
Procter & Gamble PG 2.17 $135.14 $292.58 2.4% 2.9% 20.0 2.6% 98% 95 95 3.7%
Sanofi SNY 4.37 $51.01 $222.66 1.8% 3.4% 18.0 3.6% 95% 50 62 10.3%
Stryker SYK 1.82 $254.13 $463.53 3.8% 7.8% 23.0 1.2% 98% 81 89 4.1%
Tapestry [Coach] TPR 3.76 $46.80 $176.16 1.5% 4.1% 16.0 2.5% 74% 56 68 3.9%
Vanguard Total Stock Market VTSMX 3.73 $104.93 $391.39 3.2% 9.4% 28.7 1.5% 93% 75 86 9.0%


MIPAR 5.4%  
Sweet Spot 10.4% - 15.4%  

Portfolio Averages

PAR 5.7%
Quality 85.4
Growth 7.6%
P/E Ratio 28.5
Yield 1.4%
Fin Strength 85%
EPS Stability 83