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.

07/20/2017
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $10,401.99 10.3% 19.7 1.3% 71% 68 81.7 12.4%
Apple AAPL 0.85 $151.02 $128.37 1.2% 6.9% 13.0 2.2% 93% 93 99 7.7%
Abbvie ABBV 1.64 $72.77 $119.26 1.1% 9.2% 13.0 3.1% 97% 98 86 13.0%
Alliance Data Systems ADS 0.50 $263.53 $132.56 1.3% 14.5% 15.0 0.6% 85% 91 94 13.8%
Allergan AGN 0.52 $246.41 $126.98 1.2% 6.3% 15.0 0.7% 64% 37 83 8.1%
Alliance Holdings* AHGP 4.17 $26.32 $109.86 1.1% 2.8% 8.0 9.0% 8% 78 32 11.1%
Akamai Technologies AKAM 1.93 $52.10 $100.55 1.0% 11.2% 27.0 0.0% 92% 83 94 12.5%
Air Lease* AL 3.73 $39.50 $147.50 1.4% 12.5% 9.0 0.5% 17% 86 81 11.3%
Affiliated Managers AMG 0.71 $176.99 $125.27 1.2% 7.6% 20.0 0.4% 38% 42 52 7.4%
Amira Nature Foods* ANFI 21.10 $6.93 $146.20 1.4% 7.3% 6.0 0.0% 21% 53 68 16.1%
Astronics ATRO 3.13 $30.56 $95.68 0.9% 8.8% 17.0 0.0% 53% 83 85 10.1%
Baidu BIDU 0.59 $190.91 $112.75 1.1% 13.0% 28.0 0.0% 95% 17 82 11.2%
Biogen BIIB 0.44 $281.95 $124.90 1.2% 6.3% 17.0 0.0% 92% 78 87 10.5%
Bank of Nova Scotia BNS-TO 1.74 $78.22 $136.02 1.3% 8.1% 13.0 3.9% 89% 84 83 9.9%
Bank of the Internet* BOFI 4.42 $24.66 $108.92 1.0% 18.0% 11.0 0.0% 38% 86 91 16.3%
BT Group BT 5.18 $20.05 $103.89 1.0% 3.1% 10.6 3.2% 37% 65 76 10.0%
Chicago Bridge & Iron CBI 6.52 $18.33 $119.49 1.1% 2.5% 4.0 1.0% 34% 81 64 6.7%
Celgene CELG 0.89 $135.00 $119.75 1.2% 13.8% 22.0 0.0% 94% 64 94 13.1%
ConnectOne Bancorp* CNOB 4.47 $22.40 $100.22 1.0% 6.3% 19.0 1.5% 25% 49 40 15.8%
Core-Mark Holding CORE 2.91 $36.45 $105.96 1.0% 9.7% 20.0 1.3% 71% 55 72 7.2%
Cognizant Technology CTSH 1.72 $69.50 $119.19 1.1% 10.1% 16.0 1.7% 100% 96 99 11.3%
CVS Health CVS 1.06 $77.39 $81.80 0.8% 7.6% 14.0 2.3% 99% 97 99 15.2%
Disney (Walt) DIS 1.05 $106.82 $112.25 1.1% 5.2% 17.0 1.7% 100% 74 95 8.9%
Dick's Sporting Goods DKS 2.85 $37.25 $106.24 1.0% 8.0% 15.0 1.3% 47% 82 65 20.5%
Extra Space Storage EXR 1.26 $78.79 $99.19 1.0% 6.6% 29.0 3.5% 89% 46 98 12.3%
Five Below FIVE 3.39 $47.87 $162.42 1.6% 18.8% 29.0 0.0% 84% 88 97 17.0%
FleetCor Technologies FLT 0.70 $149.58 $104.22 1.0% 9.1% 20.0 0.0% 82% 70 95 13.2%
Finisar FNSR 3.87 $27.23 $105.42 1.0% 10.5% 19.0 0.0% 20% 30 40 15.6%
Forward Air FWRD 2.46 $53.74 $132.42 1.3% 10.4% 20.0 0.7% 86% 72 92 10.4%
General Electric GE 3.82 $26.94 $103.02 1.0% 7.6% 13.4 3.5% 67% 83 94 14.1%
Gildan Activewear GIL 3.97 $30.20 $119.96 1.2% 7.1% 18.0 1.4% 96% 80 98 8.8%
General Motors GM 2.93 $36.47 $106.95 1.0% 3.1% 3.0 3.3% 46% 86 72 8.1%
Gentex GNTX 5.36 $18.58 $99.52 1.0% 9.8% 16.0 1.7% 96% 78 99 14.8%
Alphabet (Google) GOOG 0.14 $970.89 $139.81 1.3% 14.5% 26.0 0.0% 99% 91 94 11.0%
Gulfport Energy* GPOR 6.21 $13.75 $85.40 0.8% 12.6% 14.0 0.0% 35% 11 57 19.6%
IMAX IMAX 4.33 $20.65 $89.39 0.9% 10.4% 22.0 0.0% 50% 51 88 18.7%
Infosys Tech INFY 6.58 $15.38 $101.25 1.0% 8.1% 17.0 2.1% 92% 96 99 13.5%
Jazz Pharmaceuticals JAZZ 0.83 $156.14 $129.28 1.2% 13.0% 14.0 0.0% 83% 92 95 11.7%
Jones Lang LaSalle JLL 0.87 $128.44 $111.13 1.1% 10.2% 16.0 0.5% 53% 37 65 6.5%
Kroger KR 4.49 $22.94 $102.92 1.0% 5.0% 13.0 1.7% 77% 89 84 15.6%
LKQ Corp LKQ 3.01 $33.39 $100.39 1.0% 12.1% 16.0 0.0% 83% 97 91 11.9%
Lululemon LULU 1.97 $61.35 $120.86 1.2% 12.6% 25.0 0.0% 79% 62 98 11.4%
Mercadolibre MELI 0.60 $280.56 $169.13 1.6% 22.8% 59.0 0.3% 95% 40 96 16.1%
Medallion Financial* MFIN 42.19 $2.45 $103.38 1.0% 1.3% 6.0 8.0% 21% 40 43 29.7%
Mesa Labs* MLAB 0.83 $154.20 $128.75 1.2% 18.8% 29.0 1.0% 59% 43 64 7.1%
Mellanox Technologies MLNX 2.44 $44.95 $109.63 1.1% 11.7% 27.0 0.0% 78% 12 67 10.8%
Magellan Midstream Prtnrs MMP 1.64 $70.63 $115.69 1.1% 6.6% 18.0 3.7% 68% 66 92 11.4%
Maximus MMS 1.86 $60.61 $112.67 1.1% 13.9% 17.0 0.5% 91% 97 96 14.8%
Monro Muffler MNRO 2.03 $42.40 $86.18 0.8% 8.8% 23.0 0.9% 84% 95 95 15.7%
Monster Beverage MNST 2.20 $52.23 $115.09 1.1% 12.2% 29.0 0.0% 91% 78 100 8.7%
Microsoft MSFT 1.74 $73.86 $128.23 1.2% 6.3% 22.0 2.9% 99% 71 86 7.3%
Mylan Labs MYL 2.71 $38.34 $103.87 1.0% 9.0% 19.0 0.0% 20% 72 46 12.4%
Neogen* NEOG 1.95 $66.89 $130.49 1.3% 15.6% 42.0 0.0% 86% 99 91 10.5%
Oceaneering Intl OII 3.77 $24.77 $93.41 0.9% 1.8% 20.0 1.6% 21% 19 14 6.7%
Universal Display OLED 2.01 $124.30 $249.80 2.4% 18.5% 39.0 0.2% 74% 61 87 5.9%
OReilly Auto ORLY 0.54 $186.91 $101.23 1.0% 7.4% 19.0 0.0% 94% 77 96 14.1%
Penske Auto Group PAG 2.42 $44.47 $107.57 1.0% 8.6% 11.0 3.0% 76% 76 66 15.1%
Priceline.com PCLN 0.09 $1,992.10 $175.30 1.7% 14.9% 23.0 0.0% 94% 84 98 12.6%
Polaris PII 0.95 $92.45 $88.01 0.8% 9.0% 17.0 2.2% 76% 56 82 13.3%
Perrigo PRGO 1.31 $72.65 $95.07 0.9% 4.9% 17.0 0.8% 87% 69 70 8.9%
Qualcomm QCOM 1.90 $56.78 $107.72 1.0% 6.9% 14.0 3.0% 98% 82 97 13.1%
Royal Dutch Shell RDS-A 1.95 $54.05 $105.29 1.0% 9.8% 20.9 4.4% 80% 30 65 14.2%
Roche Holdings* RHHBY 3.55 $31.96 $113.62 1.1% 2.6% 17.0 3.0% 65% 82 74 7.4%
Red Hat Inc. RHT 1.38 $99.25 $136.71 1.3% 14.2% 51.0 0.0% 91% 95 97 9.5%
Rocky Mtn Chocolate* RMCF 10.22 $11.13 $113.80 1.1% 4.4% 16.0 4.0% 38% 75 39 17.0%
Ross Stores ROST 1.84 $54.42 $100.00 1.0% 7.2% 20.0 1.0% 98% 97 97 12.0%
Boston Beer SAM 0.67 $131.45 $88.61 0.9% 9.1% 22.0 0.0% 79% 81 89 11.5%
Spirit Airlines SAVE 2.76 $51.95 $143.49 1.4% 14.5% 14.0 0.0% 34% 59 67 14.0%
Starbucks SBUX 1.80 $58.11 $104.85 1.0% 11.0% 24.0 1.8% 98% 73 94 14.0%
SouFun* SFUN 33.33 $3.18 $106.00 1.0% 14.9% 10.0 0.0% 38% 16 60 27.0%
Silicon Motion Tech* SIMO 2.30 $44.71 $102.81 1.0% 6.9% 13.0 2.0% 59% 40 84 14.1%
Stella-Jones SJ-TO 2.35 $43.91 $103.08 1.0% 16.1% 18.8 0.0% 74% 86 85 19.1%
Skechers SKX 4.14 $28.57 $118.40 1.1% 12.3% 15.0 0.0% 78% 58 81 11.3%
Simulations Plus* SLP 12.03 $14.45 $173.89 1.7% 15.3% 26.0 2.5% 65% 83 94 8.3%
Scripps Networks SNI 1.88 $76.89 $144.17 1.4% 8.0% 13.0 1.1% 89% 87 99 8.7%
Stericycle SRCL 1.26 $76.20 $96.14 0.9% 4.5% 20.0 0.0% 76% 79 93 9.7%
STERIS STE 1.40 $81.98 $114.61 1.1% 11.2% 18.0 1.3% 95% 76 96 11.8%
Stamps.com* STMP 0.73 $146.80 $106.49 1.0% 15.2% 23.0 0.0% 47% 26 67 13.0%
Skyworks Solutions SWKS 1.32 $105.41 $139.04 1.3% 11.1% 16.0 1.1% 74% 48 94 10.6%
Synaptics SYNA 2.07 $54.50 $112.82 1.1% 9.2% 12.0 0.0% 92% 55 85 14.2%
TransDigm Group TDG 0.45 $286.44 $129.27 1.2% 11.3% 22.0 0.0% 68% 82 99 8.8%
Target TGT 1.83 $54.10 $99.10 1.0% 2.9% 13.3 3.5% 52% 74 61 7.3%
Thor Industries THO 1.08 $104.79 $112.77 1.1% 12.8% 15.0 1.4% 79% 68 88 13.6%
Orchids Paper Products* TIS 7.14 $12.49 $89.21 0.9% 13.6% 13.5 5.0% 47% 59 75 30.7%
Tractor Supply TSCO 1.62 $51.84 $83.73 0.8% 9.0% 19.0 1.5% 99% 83 89 19.4%
Under Armour C UA 5.39 $18.91 $101.89 1.0% 14.8% 38.0 0.0% 83% 40 79 13.3%
Ulta Beauty ULTA 0.41 $256.75 $105.41 1.0% 18.2% 32.0 0.0% 89% 72 99 19.6%
United Therapeutics UTHR 0.92 $131.25 $120.62 1.2% 7.4% 11.0 0.0% 86% 60 75 10.3%
Vodafone VOD 4.03 $29.33 $118.32 1.1% 6.7% 20.0 4.2% 52% 9 42 10.5%
Western Gas Partners WES 1.78 $56.65 $100.95 1.0% 10.5% 18.0 4.7% 38% 63 93 14.6%
Exxon Mobil XOM 1.22 $80.85 $98.51 0.9% 6.1% 16.8 3.2% 99% 62 77 9.6%


MIPAR 6.4%  
Sweet Spot 11.4% - 16.4%  

Portfolio Averages

PAR 12.4%
Quality 81.7
Growth 10.3%
P/E Ratio 19.7
Yield 1.3%
Fin Strength 71%
EPS Stability 68