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.

11/17/2017
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $12,088.53 11.0% 20.5 1.3% 72% 66 82.3 12.0%
Apple AAPL 0.85 $171.10 $145.44 1.2% 7.4% 13.0 2.1% 91% 91 99 6.6%
Abbvie ABBV 1.64 $94.47 $154.82 1.3% 9.2% 14.0 3.1% 97% 98 87 9.6%
Alliance Data Systems ADS 0.50 $225.33 $113.34 0.9% 14.8% 12.0 0.6% 86% 85 93 14.9%
Allergan AGN 0.52 $174.81 $90.08 0.7% 6.3% 15.0 0.7% 65% 37 84 16.5%
Alliance Holdings* AHGP 4.17 $25.80 $107.69 0.9% 2.8% 8.0 9.0% 8% 78 32 11.0%
Akamai Technologies AKAM 1.93 $55.26 $106.65 0.9% 10.9% 30.0 0.0% 92% 72 90 11.4%
Air Lease* AL 3.73 $41.63 $155.45 1.3% 12.0% 10.0 0.5% 16% 88 81 11.5%
Affiliated Managers AMG 0.71 $185.49 $131.28 1.1% 7.5% 21.0 0.4% 37% 43 50 7.5%
Amira Nature Foods* ANFI 21.10 $5.28 $111.39 0.9% 7.3% 6.0 0.0% 20% 54 70 21.9%
Ardelyx* ARDX 17.70 $5.60 $99.12 0.8% 20.0% 50.0 0.0% 60% 0 14 33.9%
Brown Capital BCSIX 1.09 $93.64 $101.63 0.8% 13.7% 37.0 0.3% 71% 56 73 6.2%
Baidu BIDU 0.59 $239.32 $141.34 1.2% 13.9% 28.0 0.0% 95% 17 64 8.7%
Biogen BIIB 0.44 $313.98 $139.09 1.2% 7.5% 20.0 0.0% 92% 80 87 10.5%
BJ's Restaurants BJRI 3.15 $33.75 $106.47 0.9% 9.3% 18.0 0.0% 79% 67 78 15.1%
Bank of Nova Scotia BNS-TO 1.74 $83.99 $146.06 1.2% 7.7% 13.0 4.0% 89% 89 85 8.3%
Bank of the Internet* BOFI 4.42 $25.13 $111.00 0.9% 18.0% 11.0 0.0% 38% 86 89 16.8%
BT Group BT 5.18 $16.36 $84.77 0.7% 3.2% 10.9 3.8% 37% 66 75 15.2%
Cambrex CBM 2.31 $48.30 $111.68 0.9% 11.4% 17.0 0.0% 56% 38 91 12.1%
China Biologics* CBPO 1.29 $85.05 $109.45 0.9% 13.4% 18.0 0.0% 52% 73 74 16.4%
Celgene CELG 0.89 $103.35 $91.67 0.8% 13.8% 22.0 0.0% 94% 61 94 20.8%
Chuy's Holdings* CHUY 4.52 $23.55 $106.56 0.9% 16.6% 21.0 0.0% 47% 72 63 25.0%
ConnectOne Bancorp* CNOB 4.47 $26.50 $118.56 1.0% 6.3% 23.0 1.5% 24% 49 38 17.0%
Cirrus Logic CRUS 1.83 $55.26 $101.15 0.8% 13.9% 13.0 0.0% 71% 66 86 15.1%
Cognizant Technology CTSH 1.72 $75.38 $129.28 1.1% 10.4% 16.0 1.6% 100% 97 98 11.3%
CVS Health CVS 1.13 $70.26 $79.04 0.7% 7.5% 14.0 2.3% 99% 97 95 17.7%
Disney (Walt) DIS 1.05 $103.60 $108.87 0.9% 5.1% 15.0 1.8% 100% 75 96 7.2%
NIC* EGOV 6.12 $16.10 $98.47 0.8% 10.4% 20.0 0.0% 79% 87 93 11.1%
Extra Space Storage EXR 1.26 $87.20 $109.78 0.9% 6.6% 30.0 3.5% 90% 47 98 11.3%
Five Below FIVE 3.39 $59.15 $200.70 1.7% 17.2% 31.0 0.0% 84% 89 96 14.1%
FleetCor Technologies FLT 0.70 $178.65 $124.48 1.0% 9.1% 19.0 0.0% 83% 71 95 9.3%
Forward Air FWRD 2.46 $54.95 $135.40 1.1% 10.4% 20.0 0.7% 60% 72 85 10.4%
General Electric GE 3.82 $18.25 $69.79 0.6% 7.3% 12.7 3.5% 68% 86 93 21.1%
Gildan Activewear GIL 3.97 $30.38 $120.68 1.0% 7.0% 18.0 1.4% 96% 80 94 8.6%
General Motors GM 2.93 $43.60 $127.86 1.1% 1.8% 3.1 3.4% 46% 71 60 6.8%
Gentex GNTX 5.36 $18.77 $100.54 0.8% 9.8% 15.0 1.7% 96% 78 99 13.7%
Alphabet (Google) GOOG 0.14 $1,032.50 $148.68 1.2% 14.7% 26.0 0.0% 99% 90 95 11.4%
IMAX IMAX 4.33 $24.50 $106.06 0.9% 10.2% 24.0 0.0% 11% 40 69 12.8%
Infosys Tech INFY 6.58 $15.27 $100.53 0.8% 8.1% 14.0 2.1% 92% 97 99 12.4%
Jazz Pharmaceuticals JAZZ 0.83 $133.53 $110.56 0.9% 13.2% 13.0 0.0% 83% 93 97 16.9%
Jones Lang LaSalle JLL 0.87 $153.03 $132.40 1.1% 10.2% 17.0 0.5% 53% 38 62 4.9%
Korn/Ferry Intl KFY 3.09 $42.67 $131.90 1.1% 11.2% 16.0 1.0% 52% 74 98 11.6%
KKR KKR 5.18 $19.55 $101.30 0.8% 4.7% 10.0 2.5% 77% 15 47 13.6%
Kroger KR 4.49 $22.28 $99.96 0.8% 5.0% 12.0 2.1% 79% 91 81 10.3%
LKQ Corp LKQ 3.01 $37.67 $113.26 0.9% 12.2% 17.0 0.0% 84% 97 96 11.8%
Manhattan Bridge* LOAN 17.88 $6.00 $107.28 0.9% 19.0% 14.0 7.6% 60% 17 84 4.9%
Lam Research LRCX 0.62 $213.22 $131.94 1.1% 14.5% 16.4 1.4% 85% 30 96 11.3%
Lululemon LULU 1.97 $65.71 $129.45 1.1% 12.7% 24.0 0.0% 80% 61 99 10.0%
Manhattan Associates MANH 2.39 $41.88 $100.05 0.8% 9.5% 27.0 0.0% 82% 57 79 11.1%
MEDNAX MD 2.33 $51.76 $120.65 1.0% 10.6% 15.0 0.0% 67% 65 88 11.3%
Mercadolibre MELI 0.60 $262.48 $158.23 1.3% 22.8% 50.0 0.3% 96% 39 96 18.6%
Medallion Financial* MFIN 42.19 $2.60 $109.70 0.9% 1.3% 2.0 8.0% 20% 41 43 5.1%
Middleby MIDD 0.85 $111.21 $94.86 0.8% 10.9% 20.0 0.0% 88% 86 100 13.4%
Mesa Labs* MLAB 0.83 $132.39 $110.54 0.9% 14.7% 29.0 1.0% 60% 30 59 5.2%
Mellanox Technologies MLNX 2.44 $49.55 $120.85 1.0% 11.7% 29.0 0.0% 68% 11 62 10.4%
Magellan Midstream Prtnrs MMP 1.64 $65.15 $106.72 0.9% 6.6% 17.0 3.7% 69% 66 92 12.7%
Maximus MMS 1.87 $65.59 $122.65 1.0% 13.7% 18.0 0.5% 91% 98 95 13.7%
Monro Muffler MNRO 2.03 $48.60 $98.78 0.8% 8.8% 23.0 0.9% 86% 92 91 12.6%
Monster Beverage MNST 2.20 $62.00 $136.62 1.1% 12.2% 28.0 0.0% 91% 75 100 5.3%
Momo* MOMO 3.13 $32.16 $100.59 0.8% 25.0% 32.0 0.0% 60% 50 56 37.0%
Microsoft MSFT 1.74 $83.20 $144.44 1.2% 6.3% 22.0 2.7% 99% 74 86 5.0%
Neogen NEOG 1.95 $80.99 $158.00 1.3% 14.5% 44.0 0.0% 72% 99 91 5.5%
NutriSystem NTRI 2.11 $47.85 $100.72 0.8% 12.3% 21.0 1.5% 60% 48 93 14.6%
Universal Display OLED 2.01 $179.25 $360.47 3.0% 19.5% 40.0 0.2% 75% 52 85 3.3%
OReilly Auto ORLY 0.54 $219.66 $118.97 1.0% 7.3% 18.0 0.0% 98% 75 97 9.2%
Open Text Corp. OTEX 3.15 $33.10 $104.12 0.9% 13.4% 25.0 1.3% 51% 68 83 15.6%
Penske Auto Group PAG 2.42 $46.34 $112.09 0.9% 8.5% 10.6 3.0% 53% 73 54 14.1%
Prestige Brands* PBH 2.08 $41.70 $86.74 0.7% 14.3% 18.0 0.0% 35% 75 89 20.7%
Priceline.com PCLN 0.09 $1,731.65 $152.39 1.3% 14.9% 22.0 0.0% 94% 85 98 15.5%
Polaris PII 0.95 $119.75 $114.00 0.9% 9.2% 17.0 2.2% 77% 57 84 9.6%
Perrigo PRGO 1.31 $87.00 $113.84 0.9% 4.7% 17.0 0.8% 87% 69 70 4.3%
Qualcomm QCOM 1.90 $66.11 $125.42 1.0% 6.7% 15.0 3.0% 98% 61 90 7.5%
Royal Dutch Shell RDS-A 1.95 $61.56 $119.92 1.0% 9.8% 19.2 4.4% 81% 29 66 11.4%
Roche Holdings* RHHBY 3.55 $28.90 $102.74 0.8% 2.6% 17.0 3.0% 66% 83 75 10.0%
Red Hat Inc. RHT 1.38 $126.63 $174.42 1.4% 15.2% 54.0 0.0% 91% 97 98 9.6%
Rocky Mtn Chocolate* RMCF 10.22 $11.41 $116.67 1.0% 4.4% 16.0 4.0% 38% 75 39 16.8%
Ross Stores ROST 1.84 $65.69 $120.71 1.0% 7.3% 19.0 1.0% 98% 96 97 7.7%
Boston Beer SAM 0.67 $171.90 $115.87 1.0% 9.1% 24.0 0.0% 80% 88 89 7.5%
Spirit Airlines SAVE 2.76 $37.16 $102.64 0.8% 14.2% 12.0 0.0% 34% 63 69 19.3%
Starbucks SBUX 1.80 $57.24 $103.28 0.9% 11.0% 23.0 1.8% 98% 73 98 13.4%
Schwab Charles SCHW 2.46 $44.64 $109.82 0.9% 13.6% 25.0 0.8% 78% 94 95 12.5%
SouFun* SFUN 33.33 $4.97 $165.67 1.4% 14.9% 11.0 0.0% 38% 15 50 14.7%
Silicon Motion Tech* SIMO 2.30 $47.45 $109.11 0.9% 11.5% 14.0 1.5% 52% 40 87 15.2%
Stella-Jones SJ-TO 2.35 $50.60 $118.78 1.0% 16.1% 18.8 0.0% 75% 87 85 16.9%
Skechers SKX 4.14 $32.80 $135.93 1.1% 12.9% 16.0 0.0% 79% 60 83 11.4%
Simulations Plus* SLP 12.03 $16.00 $192.54 1.6% 16.6% 26.0 2.5% 66% 84 95 8.3%
Scripps Networks SNI 1.88 $79.81 $149.64 1.2% 8.0% 15.0 1.1% 90% 88 99 11.4%
STERIS STE 1.40 $87.89 $122.87 1.0% 10.6% 18.0 1.3% 95% 84 97 10.2%
Stamps.com* STMP 0.73 $175.25 $127.13 1.1% 21.0% 26.0 0.0% 60% 30 78 23.6%
Skyworks Solutions SWKS 1.32 $110.06 $145.17 1.2% 12.0% 17.0 1.1% 75% 49 95 12.8%
TransDigm Group TDG 0.45 $268.40 $121.12 1.0% 11.3% 21.0 0.0% 69% 81 99 9.8%
Target TGT 1.83 $55.10 $100.93 0.8% 2.3% 12.9 3.3% 52% 78 62 6.7%
Thor Industries THO 1.08 $131.19 $141.19 1.2% 6.4% 15.0 1.3% 80% 68 75 7.3%
Tapestry [Coach] TPR 2.52 $41.00 $103.51 0.9% 8.8% 16.0 3.1% 93% 53 97 11.3%
Tractor Supply TSCO 1.62 $63.30 $102.25 0.8% 8.8% 18.0 1.6% 99% 80 88 13.8%
Ulta Beauty ULTA 0.44 $205.96 $90.83 0.8% 17.8% 24.0 0.0% 89% 70 98 19.3%
United Therapeutics UTHR 0.92 $121.62 $111.77 0.9% 7.8% 14.0 0.0% 86% 63 79 20.5%
Vodafone VOD 4.03 $30.64 $123.60 1.0% 6.7% 21.0 4.3% 52% 9 42 11.1%
Western Digital WDC 1.18 $91.21 $107.34 0.9% 2.9% 9.0 2.3% 52% 63 77 9.3%
Western Gas Partners WES 1.78 $45.22 $80.58 0.7% 10.5% 18.0 5.0% 38% 63 93 20.1%
Exxon Mobil XOM 1.22 $80.56 $98.16 0.8% 5.0% 15.9 3.2% 99% 61 80 7.4%


MIPAR 6.5%  
Sweet Spot 11.5% - 16.5%  

Portfolio Averages

PAR 12.0%
Quality 82.3
Growth 11.0%
P/E Ratio 20.5
Yield 1.3%
Fin Strength 72%
EPS Stability 66