Public Dashboard: Fave Five Legacy

Stock Selections based on dual favorable short-term (1 year) and long term outlook with high quality. $100 invested at time of publication.

09/20/2017
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $10,591.05 10.6% 19.7 1.4% 73% 67 82.5 11.9%
Apple AAPL 0.85 $158.73 $134.92 1.3% 6.9% 13.0 2.2% 93% 92 99 6.8%
Abbvie ABBV 1.64 $86.37 $141.54 1.3% 9.2% 13.0 3.1% 97% 98 86 9.6%
Alliance Data Systems ADS 0.50 $215.05 $108.17 1.0% 14.8% 14.0 0.6% 85% 84 93 19.1%
Allergan AGN 0.52 $215.00 $110.79 1.0% 6.3% 15.0 0.7% 64% 37 83 11.3%
Alliance Holdings* AHGP 4.17 $27.10 $113.12 1.1% 2.8% 8.0 9.0% 9% 78 32 10.3%
Akamai Technologies AKAM 1.93 $47.69 $92.04 0.9% 11.2% 27.0 0.0% 92% 83 94 14.8%
Air Lease* AL 3.73 $40.68 $151.90 1.4% 12.0% 10.0 0.5% 16% 88 81 11.8%
Affiliated Managers AMG 0.71 $182.40 $129.10 1.2% 7.6% 21.0 0.4% 38% 42 50 8.0%
Amira Nature Foods* ANFI 21.10 $5.79 $122.15 1.2% 7.3% 6.0 0.0% 21% 54 69 20.1%
Baidu BIDU 0.59 $237.85 $140.47 1.3% 12.9% 29.0 0.0% 95% 17 63 8.0%
Biogen BIIB 0.44 $317.93 $140.84 1.3% 6.3% 18.0 0.0% 91% 78 87 9.1%
Bank of Nova Scotia BNS-TO 1.74 $77.32 $134.46 1.3% 8.3% 12.0 3.9% 89% 85 85 9.5%
Bank of the Internet* BOFI 4.42 $26.63 $117.62 1.1% 18.0% 11.0 0.0% 38% 86 89 14.5%
BT Group BT 5.18 $19.54 $101.24 1.0% 3.1% 10.6 3.2% 37% 65 75 10.6%
Celgene CELG 0.89 $143.47 $127.26 1.2% 13.8% 23.0 0.0% 94% 64 93 13.2%
ConnectOne Bancorp* CNOB 4.47 $22.10 $98.88 0.9% 6.3% 19.0 1.5% 24% 49 37 16.2%
Cirrus Logic CRUS 1.83 $56.82 $104.01 1.0% 13.9% 14.0 0.0% 69% 62 83 14.6%
Cognizant Technology CTSH 1.72 $72.50 $124.34 1.2% 10.2% 16.0 1.7% 100% 97 97 11.3%
CVS Health CVS 1.06 $83.10 $87.84 0.8% 7.6% 14.0 2.3% 99% 97 95 13.7%
Disney (Walt) DIS 1.05 $98.43 $103.44 1.0% 5.2% 16.0 1.7% 100% 74 95 9.4%
NIC* EGOV 6.12 $16.85 $103.06 1.0% 10.4% 20.0 0.0% 83% 87 94 9.0%
Extra Space Storage EXR 1.26 $79.44 $100.01 0.9% 6.6% 28.0 3.5% 89% 46 98 11.5%
Five Below FIVE 3.39 $49.47 $167.85 1.6% 17.5% 31.0 0.0% 83% 90 96 17.1%
FleetCor Technologies FLT 0.70 $153.26 $106.79 1.0% 9.1% 21.0 0.0% 82% 71 95 13.9%
Finisar FNSR 3.87 $22.26 $86.18 0.8% 10.5% 19.0 0.0% 20% 30 39 20.8%
Forward Air FWRD 2.46 $53.77 $132.49 1.3% 10.4% 20.0 0.7% 86% 72 92 10.6%
General Electric GE 3.82 $24.20 $92.54 0.9% 7.6% 12.8 3.5% 67% 84 96 15.5%
Gildan Activewear GIL 3.97 $30.94 $122.90 1.2% 7.1% 18.0 1.4% 96% 80 93 8.0%
General Motors GM 2.93 $38.70 $113.49 1.1% 1.8% 3.1 3.4% 46% 71 59 9.6%
Gentex GNTX 5.36 $19.13 $102.46 1.0% 9.8% 15.0 1.7% 96% 78 99 12.9%
Alphabet (Google) GOOG 0.14 $921.81 $132.74 1.3% 14.5% 27.0 0.0% 99% 89 95 13.7%
IMAX IMAX 4.33 $22.00 $95.24 0.9% 10.3% 24.0 0.0% 50% 43 86 16.5%
Infosys Tech INFY 6.58 $14.80 $97.43 0.9% 8.1% 16.0 2.1% 92% 96 99 13.2%
Jazz Pharmaceuticals JAZZ 0.83 $151.18 $125.18 1.2% 13.0% 13.0 0.0% 83% 92 95 11.1%
Jones Lang LaSalle JLL 0.87 $120.74 $104.46 1.0% 10.2% 17.0 0.5% 53% 37 61 9.5%
Korn/Ferry Intl KFY 3.09 $37.29 $115.27 1.1% 11.2% 14.0 1.0% 51% 73 97 10.5%
KKR KKR 5.18 $19.09 $98.91 0.9% 6.9% 12.0 2.5% 76% 15 56 17.6%
Kroger KR 4.49 $21.13 $94.80 0.9% 5.0% 11.0 1.7% 78% 91 84 12.3%
LKQ Corp LKQ 3.01 $34.73 $104.42 1.0% 12.1% 16.0 0.0% 83% 97 96 11.3%
Manhattan Bridge* LOAN 17.88 $5.85 $104.60 1.0% 19.0% 14.0 7.6% 60% 17 84 4.8%
Lam Research LRCX 0.62 $177.12 $109.60 1.0% 11.1% 15.1 1.8% 85% 28 90 7.7%
Lululemon LULU 1.97 $58.95 $116.13 1.1% 12.6% 25.0 0.0% 79% 62 99 12.6%
MEDNAX MD 2.33 $41.19 $96.01 0.9% 12.7% 15.0 0.0% 66% 76 94 19.9%
Mercadolibre MELI 0.60 $289.97 $174.81 1.7% 22.8% 54.0 0.3% 95% 39 96 14.6%
Medallion Financial* MFIN 42.19 $2.22 $93.67 0.9% 1.3% 6.0 8.0% 21% 40 42 32.4%
Mesa Labs* MLAB 0.83 $148.70 $124.15 1.2% 18.8% 29.0 1.0% 60% 42 65 8.1%
Mellanox Technologies MLNX 2.44 $46.40 $113.17 1.1% 11.7% 28.0 0.0% 78% 12 67 10.9%
Magellan Midstream Prtnrs MMP 1.64 $70.51 $115.50 1.1% 6.6% 17.0 3.7% 68% 66 92 10.5%
Maximus MMS 1.86 $62.81 $116.76 1.1% 13.7% 17.0 0.5% 91% 98 95 13.4%
Monro Muffler MNRO 2.03 $50.30 $102.24 1.0% 8.8% 23.0 0.9% 85% 94 91 11.9%
Monster Beverage MNST 2.20 $56.26 $123.98 1.2% 12.2% 28.0 0.0% 91% 75 100 6.9%
Microsoft MSFT 1.74 $75.44 $130.97 1.2% 6.3% 23.0 2.7% 99% 74 85 7.4%
Neogen* NEOG 1.95 $71.63 $139.74 1.3% 15.6% 42.0 0.0% 86% 99 91 9.3%
Oceaneering Intl OII 3.77 $26.10 $98.42 0.9% 1.8% 18.0 1.6% 21% 19 14 2.9%
Universal Display OLED 2.01 $142.20 $285.77 2.7% 18.5% 35.0 0.2% 74% 61 87 1.8%
OReilly Auto ORLY 0.54 $202.91 $109.90 1.0% 7.4% 17.0 0.0% 98% 75 97 9.8%
Penske Auto Group PAG 2.42 $44.49 $107.62 1.0% 8.6% 10.8 3.0% 52% 74 53 14.7%
Priceline.com PCLN 0.09 $1,859.78 $163.66 1.5% 14.9% 22.0 0.0% 94% 84 98 13.6%
Polaris PII 0.95 $106.59 $101.47 1.0% 9.0% 17.0 2.2% 76% 56 82 10.5%
Perrigo PRGO 1.31 $85.30 $111.62 1.1% 4.9% 17.0 0.8% 87% 68 70 5.2%
Qualcomm QCOM 1.90 $52.30 $99.22 0.9% 6.9% 13.0 3.0% 98% 83 97 13.2%
Royal Dutch Shell RDS-A 1.95 $58.14 $113.26 1.1% 9.8% 19.8 4.4% 80% 29 64 12.2%
Roche Holdings* RHHBY 3.55 $31.76 $112.90 1.1% 2.6% 17.0 3.0% 65% 83 74 7.7%
Red Hat Inc. RHT 1.38 $107.14 $147.58 1.4% 14.7% 56.0 0.0% 91% 97 98 11.6%
Rocky Mtn Chocolate* RMCF 10.22 $11.43 $116.87 1.1% 4.4% 16.0 4.0% 38% 75 38 16.6%
Ross Stores ROST 1.84 $61.15 $112.37 1.1% 7.2% 20.0 1.0% 98% 96 97 9.6%
Boston Beer SAM 0.67 $152.45 $102.76 1.0% 9.0% 22.0 0.0% 79% 82 89 7.8%
Spirit Airlines SAVE 2.76 $32.63 $90.12 0.9% 14.2% 12.0 0.0% 34% 62 68 21.7%
Starbucks SBUX 1.80 $54.62 $98.56 0.9% 11.0% 23.0 1.8% 98% 73 98 14.2%
Schwab Charles SCHW 2.46 $41.04 $100.96 1.0% 13.8% 26.0 0.8% 76% 95 95 14.2%
SouFun* SFUN 33.33 $4.29 $143.00 1.4% 14.9% 8.0 0.0% 38% 15 50 13.0%
Silicon Motion Tech* SIMO 2.30 $44.70 $102.78 1.0% 6.9% 13.0 2.0% 60% 40 84 14.3%
Stella-Jones SJ-TO 2.35 $48.00 $112.68 1.1% 16.1% 18.8 0.0% 74% 87 85 17.5%
Skechers SKX 4.14 $25.76 $106.76 1.0% 12.5% 16.0 0.0% 78% 59 81 14.5%
Simulations Plus* SLP 12.03 $15.10 $181.71 1.7% 16.6% 26.0 2.5% 65% 84 95 9.0%
Scripps Networks SNI 1.88 $85.81 $160.89 1.5% 8.0% 15.0 1.1% 89% 88 99 9.5%
STERIS STE 1.40 $86.90 $121.49 1.1% 10.5% 18.0 1.3% 95% 83 96 10.5%
Stamps.com* STMP 0.73 $208.20 $151.03 1.4% 21.0% 26.0 0.0% 47% 30 87 18.7%
Skyworks Solutions SWKS 1.32 $107.93 $142.36 1.3% 11.1% 16.0 1.1% 74% 48 94 10.4%
TransDigm Group TDG 0.45 $265.20 $119.68 1.1% 11.3% 21.0 0.0% 68% 82 99 9.7%
Target TGT 1.83 $59.35 $108.72 1.0% 2.5% 13.1 3.5% 52% 77 62 5.5%
Thor Industries THO 1.08 $114.90 $123.65 1.2% 12.6% 14.0 1.4% 79% 68 88 11.4%
Tractor Supply TSCO 1.62 $61.25 $98.93 0.9% 9.0% 19.0 1.5% 99% 83 89 15.7%
Under Armour C UA 5.39 $15.70 $84.59 0.8% 14.3% 33.0 0.0% 78% 41 73 13.9%
Ulta Beauty ULTA 0.44 $224.45 $98.98 0.9% 18.5% 27.0 0.0% 89% 69 98 19.1%
United Therapeutics UTHR 0.92 $117.53 $108.01 1.0% 7.4% 14.0 0.0% 86% 60 75 18.5%
Vodafone VOD 4.03 $28.86 $116.42 1.1% 6.7% 20.0 4.2% 52% 9 41 11.0%
Western Digital WDC 1.18 $89.92 $105.83 1.0% 2.4% 9.6 2.2% 52% 63 72 9.1%
Western Gas Partners WES 1.78 $51.08 $91.02 0.9% 10.5% 18.0 5.0% 38% 63 92 16.6%
Exxon Mobil XOM 1.22 $80.22 $97.75 0.9% 5.0% 16.0 3.2% 99% 60 80 7.0%


MIPAR 6.6%  
Sweet Spot 11.6% - 16.6%  

Portfolio Averages

PAR 11.9%
Quality 82.5
Growth 10.6%
P/E Ratio 19.7
Yield 1.4%
Fin Strength 73%
EPS Stability 67