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.

06/20/2018
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $16,349.46 10.0% 19.5 1.3% 71% 67 81.6 10.7%
Apple AAPL 0.91 $185.69 $168.05 1.0% 7.5% 13.0 1.6% 91% 95 99 9.1%
Abbvie ABBV 1.64 $98.01 $160.62 1.0% 9.2% 11.0 3.2% 97% 82 87 11.0%
Alliance Data Systems ADS 0.50 $234.49 $117.95 0.7% 13.1% 9.0 0.8% 85% 98 96 12.8%
Allergan AGN 0.57 $173.05 $98.98 0.6% 4.7% 11.0 1.0% 55% 40 74 9.7%
Alliance Holdings* AHGP 4.17 $28.37 $118.42 0.7% 0.3% 9.0 9.0% 8% 92 20 8.6%
Akamai Technologies AKAM 1.93 $81.68 $157.64 1.0% 9.6% 27.0 0.0% 92% 67 92 6.8%
Air Lease* AL 3.73 $43.32 $161.76 1.0% 12.0% 11.0 0.7% 47% 89 92 13.7%
Applied Materials AMAT 1.91 $48.55 $92.76 0.6% 15.5% 11.0 1.0% 92% 48 99 17.8%
Affiliated Managers AMG 0.71 $154.00 $109.00 0.7% 7.5% 21.0 1.1% 37% 49 49 13.7%
American Tower AMT 0.74 $139.08 $102.74 0.6% 5.4% 45.0 2.4% 79% 68 97 8.5%
Amira Nature Foods* ANFI 43.48 $2.45 $106.52 0.7% 2.6% 3.0 0.0% 16% 58 47 13.0%
Acuity Brands AYI 0.90 $120.43 $108.14 0.7% 9.2% 16.0 0.3% 70% 53 84 13.7%
Brown Capital BCSIX 1.09 $109.96 $119.34 0.7% 13.1% 41.4 0.2% 67% 54 72 5.5%
B&G Foods BGS 3.23 $30.40 $98.06 0.6% 4.5% 10.0 3.8% 51% 88 89 7.2%
Baidu BIDU 0.59 $262.11 $154.80 0.9% 17.1% 30.0 0.0% 95% 17 70 15.8%
Biogen BIIB 0.44 $292.04 $129.37 0.8% 6.5% 17.0 0.0% 88% 66 85 10.6%
BJ's Restaurants BJRI 3.15 $59.70 $188.33 1.2% 8.4% 21.0 0.8% 79% 61 76 5.4%
Booking BKNG 0.09 $2,139.26 $188.25 1.2% 14.2% 22.0 0.0% 94% 94 98 11.8%
Bemis BMS 2.07 $41.34 $85.48 0.5% 3.5% 15.0 2.1% 86% 71 76 8.6%
Bank of Nova Scotia BNS-TO 1.98 $76.96 $152.15 0.9% 7.7% 12.0 3.9% 89% 94 87 11.2%
Bank of the Internet* BOFI 4.42 $42.40 $187.28 1.1% 18.0% 14.0 0.0% 37% 83 89 11.7%
Cambrex CBM 2.31 $46.20 $106.82 0.7% 6.3% 15.0 0.0% 56% 45 71 8.4%
China Biologics* CBPO 1.29 $97.75 $125.79 0.8% 14.5% 16.0 0.0% 37% 84 80 11.6%
CBRE Group CBRE 2.23 $48.71 $108.78 0.7% 8.8% 14.0 0.0% 56% 90 86 10.5%
Celgene CELG 1.13 $79.44 $89.77 0.5% 10.3% 15.0 0.0% 95% 57 91 15.7%
China Mobile* CHL 2.17 $44.38 $96.46 0.6% 6.2% 14.0 4.0% 46% 44 69 16.0%
Chuy's Holdings* CHUY 4.52 $30.95 $140.05 0.9% 14.7% 20.0 0.0% 47% 74 68 13.9%
CIGNA Group CI 0.60 $173.36 $103.35 0.6% 7.1% 12.0 0.0% 87% 90 97 7.8%
Cantel Medical CMD 1.00 $97.93 $97.93 0.6% 14.9% 44.0 0.3% 92% 73 94 15.9%
ConnectOne Bancorp* CNOB 4.47 $26.35 $117.89 0.7% 6.3% 16.0 1.0% 24% 55 39 9.1%
Century Casinos* CNTY 12.58 $8.91 $112.08 0.7% 9.6% 17.0 0.0% 8% 55 83 14.0%
Cirrus Logic CRUS 2.46 $37.86 $93.18 0.6% 11.6% 11.0 0.0% 70% 56 75 15.6%
Cognizant Technology CTSH 1.72 $79.20 $135.83 0.8% 10.2% 17.0 1.1% 100% 99 98 11.8%
CVS Health CVS 1.13 $70.77 $80.11 0.5% 6.9% 13.0 2.7% 99% 94 93 15.5%
CoreCivic CXW 4.44 $21.23 $94.35 0.6% -0.6% 15.0 5.9% 59% 74 64 10.6%
Cypress Semiconductor CY 6.01 $17.23 $103.55 0.6% 9.0% 13.0 1.8% 50% 35 89 11.2%
Disney (Walt) DIS 1.05 $106.10 $111.50 0.7% 5.3% 15.0 1.2% 100% 81 91 8.4%
NIC* EGOV 6.21 $16.50 $102.48 0.6% 8.7% 16.0 0.0% 72% 86 90 5.4%
Extra Space Storage EXR 1.26 $97.34 $122.55 0.7% 5.4% 24.0 3.5% 93% 39 94 6.2%
FaceBook FB 0.57 $197.49 $112.25 0.7% 16.8% 25.0 0.0% 92% 41 92 16.4%
Federated Investors FII 4.12 $24.11 $99.34 0.6% 7.5% 12.0 2.5% 86% 85 96 12.8%
Five Below FIVE 3.39 $98.55 $334.38 2.0% 16.0% 27.0 0.0% 84% 75 98 6.7%
FleetCor Technologies FLT 0.70 $220.08 $153.34 0.9% 12.2% 20.0 0.0% 83% 76 97 10.9%
Forward Air FWRD 2.46 $62.44 $153.85 0.9% 12.1% 19.0 0.8% 69% 84 92 11.7%
General Electric GE 6.20 $12.95 $80.29 0.5% 4.6% 12.2 2.7% 10% 68 46 17.1%
Gildan Activewear GIL 3.97 $28.76 $114.24 0.7% 6.2% 15.0 1.4% 96% 91 96 7.9%
General Motors GM 2.93 $42.26 $123.93 0.8% 1.6% 3.2 2.7% 71% 60 62 9.8%
Gentex GNTX 5.36 $25.07 $134.28 0.8% 9.4% 13.0 1.7% 96% 85 100 8.8%
Alphabet (Google) GOOG 0.14 $1,168.06 $168.20 1.0% 15.5% 32.0 0.0% 99% 90 93 13.9%
Gray Television GTN 8.81 $12.25 $107.93 0.7% 12.1% 11.0 0.0% 14% 37 56 17.2%
Healthcare Services HCSG 2.77 $42.01 $116.21 0.7% 11.8% 24.0 2.0% 92% 88 97 13.2%
Health Insurance Innovations* HIIQ 3.44 $33.35 $114.60 0.7% 20.6% 18.0 0.0% 37% 75 59 24.2%
IMAX IMAX 4.96 $22.15 $109.93 0.7% 8.8% 26.0 0.0% 11% 36 45 11.2%
Infosys Tech INFY 6.58 $18.20 $119.82 0.7% 7.7% 13.0 2.3% 92% 96 98 9.8%
Jazz Pharmaceuticals JAZZ 0.83 $180.35 $149.33 0.9% 13.1% 12.0 0.0% 87% 91 98 10.6%
Johnson Controls JCI 2.67 $34.50 $92.22 0.6% 2.5% 12.0 2.6% 77% 49 63 8.9%
Jones Lang LaSalle JLL 0.87 $169.04 $146.25 0.9% 10.7% 20.0 0.5% 54% 57 69 9.5%
Korn/Ferry Intl KFY 3.09 $64.43 $199.17 1.2% 11.3% 16.0 0.8% 52% 86 98 6.0%
KKR KKR 5.18 $24.18 $125.28 0.8% 8.8% 10.0 0.9% 78% 13 59 8.5%
Kroger KR 4.49 $25.99 $116.60 0.7% 4.8% 12.0 2.0% 79% 86 78 7.5%
LCI Industries LCII 1.12 $91.15 $102.45 0.6% 13.0% 12.0 1.2% 84% 64 93 17.8%
LKQ Corp LKQ 3.01 $32.83 $98.71 0.6% 12.0% 16.0 0.0% 77% 94 94 16.0%
Manhattan Bridge* LOAN 17.88 $7.20 $128.74 0.8% 17.7% 33.0 7.6% 60% 17 84 18.6%
Lam Research LRCX 0.51 $173.35 $88.24 0.5% 15.6% 15.0 1.8% 52% 35 90 22.9%
Lululemon Athletica LULU 1.97 $128.10 $252.36 1.5% 12.2% 27.0 0.0% 80% 68 99 1.8%
Manhattan Associates MANH 2.39 $48.37 $115.55 0.7% 7.2% 24.0 0.0% 82% 65 81 5.0%
Matthews Intl MATW 1.85 $58.55 $108.55 0.7% 7.9% 13.0 1.3% 90% 96 97 10.3%
Microchip Technology MCHP 1.12 $100.40 $112.78 0.7% 14.6% 16.0 1.4% 59% 80 97 15.5%
McKesson MCK 0.70 $146.74 $103.30 0.6% 6.5% 14.0 0.6% 96% 97 91 14.7%
MEDNAX MD 2.20 $45.32 $99.66 0.6% 10.2% 14.0 0.0% 50% 84 87 18.2%
Mercadolibre MELI 0.60 $295.26 $178.00 1.1% 36.3% 55.0 0.0% 45% 7 66 20.5%
Middleby MIDD 0.85 $104.23 $88.91 0.5% 10.2% 13.0 0.0% 88% 85 100 9.6%
Mesa Labs* MLAB 0.84 $205.25 $172.62 1.1% 6.0% 41.0 1.0% 60% 34 38 -6.2%
Mellanox Technologies MLNX 2.44 $84.30 $205.61 1.3% 11.1% 27.0 0.0% 67% 16 71 5.4%
Magellan Midstream Prtnrs MMP 1.64 $69.54 $113.91 0.7% 6.7% 18.0 4.4% 69% 67 89 10.7%
Maximus MMS 1.87 $63.54 $119.01 0.7% 11.1% 17.0 0.5% 91% 97 92 11.1%
Monro MNRO 2.03 $61.05 $124.09 0.8% 7.6% 19.0 0.9% 86% 93 90 5.3%
Monster Beverage MNST 2.20 $55.88 $123.14 0.8% 11.9% 28.0 0.0% 91% 66 100 10.2%
Microsoft MSFT 1.74 $100.86 $175.10 1.1% 7.2% 23.0 2.3% 99% 82 91 7.9%
Micron Tech MU 2.18 $59.25 $129.37 0.8% 13.2% 9.0 0.0% 45% 26 85 13.4%
Neogen NEOG 1.95 $81.63 $159.25 1.0% 12.7% 47.0 0.0% 72% 91 88 4.0%
NutriSystem NTRI 3.57 $38.35 $136.96 0.8% 11.0% 17.0 1.5% 60% 45 85 13.5%
Universal Display OLED 2.01 $88.70 $178.46 1.1% 20.2% 33.0 0.3% 75% 45 97 25.1%
OReilly Auto ORLY 0.54 $282.01 $152.74 0.9% 6.9% 16.0 0.0% 97% 75 96 5.7%
Open Text Corp. OTEX 3.15 $35.47 $111.58 0.7% 13.1% 23.0 1.6% 51% 74 87 16.9%
Grupo Aeroport Pacifico* PAC 1.17 $89.53 $104.37 0.6% 7.9% 21.0 2.0% 60% 85 94 9.3%
Penske Auto Group PAG 2.42 $51.12 $123.66 0.8% 7.8% 9.8 2.8% 53% 84 57 11.5%
Prestige Brands* PBH 2.96 $37.25 $110.33 0.7% 10.4% 12.0 0.0% 46% 73 91 11.5%
Polaris PII 1.00 $124.62 $124.50 0.8% 8.7% 16.0 1.9% 77% 48 78 8.4%
Perrigo PRGO 1.31 $75.64 $98.98 0.6% 3.6% 15.0 0.9% 87% 70 69 8.3%
Qualcomm QCOM 1.90 $58.70 $111.36 0.7% 6.4% 17.0 3.0% 98% 44 80 9.3%
Royal Dutch Shell RDS-A 1.95 $69.70 $135.78 0.8% 9.8% 13.1 4.4% 74% 45 67 14.4%
Roche Holdings* RHHBY 3.55 $26.53 $94.31 0.6% 2.6% 16.0 3.0% 66% 90 51 12.8%
Red Hat Inc. RHT 1.38 $170.64 $235.04 1.4% 15.7% 54.0 0.0% 91% 90 99 10.5%
Rocky Mtn Chocolate* RMCF 10.22 $11.33 $115.85 0.7% 4.4% 15.0 4.0% 37% 70 36 12.6%
Ross Stores ROST 1.84 $84.95 $156.10 1.0% 7.2% 18.0 1.1% 98% 91 98 6.7%
Boston Beer SAM 0.67 $282.85 $190.66 1.2% 7.7% 21.0 0.0% 80% 99 89 -3.8%
Spirit Airlines SAVE 2.76 $38.55 $106.48 0.7% 14.3% 13.0 0.0% 33% 31 57 14.9%
Sinclair Broadcast SBGI 3.44 $32.90 $113.06 0.7% 8.8% 11.0 2.0% 14% 72 55 13.2%
Starbucks SBUX 1.80 $57.43 $103.63 0.6% 10.4% 19.0 1.9% 93% 87 98 12.7%
Schwab Charles SCHW 2.46 $55.27 $135.97 0.8% 12.7% 29.0 0.8% 78% 79 89 10.9%
SouFun* SFUN 33.33 $4.27 $142.33 0.9% 14.9% 14.0 0.0% 37% 14 49 18.5%
Silicon Motion Tech* SIMO 2.30 $53.31 $122.58 0.7% 6.2% 15.0 1.5% 53% 43 72 6.5%
Sirius XM SIRI 16.26 $7.47 $121.46 0.7% 8.3% 14.0 0.4% 32% 56 81 3.2%
Stella-Jones SJ-TO 2.35 $47.46 $111.41 0.7% 6.4% 19.3 0.0% 75% 86 86 7.2%
Skechers SKX 4.14 $29.28 $121.34 0.7% 13.0% 15.0 0.0% 79% 69 97 19.6%
Schlumberger SLB 1.62 $65.70 $106.11 0.6% 7.7% 21.0 1.8% 94% 49 85 10.6%
Simulations Plus* SLP 12.03 $22.00 $264.75 1.6% 14.3% 26.0 2.5% 66% 91 94 1.7%
Sanofi SNY 2.50 $39.15 $97.68 0.6% 4.7% 19.0 3.7% 98% 89 87 12.2%
Suburban Propane SPH 4.35 $23.52 $102.35 0.6% 5.2% 16.0 6.0% 32% 31 25 17.5%
Stericycle SRCL 1.50 $63.21 $94.94 0.6% 4.5% 16.0 0.0% 83% 74 88 8.5%
STERIS STE 1.40 $106.75 $149.24 0.9% 9.6% 19.0 1.5% 95% 73 92 8.5%
Stamps.com* STMP 0.73 $279.55 $202.79 1.2% 11.2% 28.0 0.0% 60% 31 61 6.1%
Skyworks Solutions SWKS 1.32 $99.44 $131.16 0.8% 10.6% 12.0 1.0% 75% 49 93 12.4%
TransDigm Group TDG 0.45 $337.19 $152.17 0.9% 10.8% 20.0 0.0% 65% 79 97 8.2%
Telefonica SA TEF 10.99 $8.55 $93.96 0.6% 3.6% 12.0 3.8% 51% 43 63 17.4%
Target TGT 1.83 $76.57 $140.26 0.9% 2.8% 12.7 3.1% 52% 94 77 6.3%
Thor Industries THO 1.08 $98.36 $105.85 0.6% 8.0% 14.0 1.2% 80% 83 87 17.1%
Tapestry [Coach] TPR 2.52 $46.88 $118.35 0.7% 8.5% 17.0 2.3% 93% 35 92 9.7%
Tractor Supply TSCO 1.62 $75.61 $122.13 0.7% 8.4% 16.0 1.5% 99% 93 91 9.4%
Tata Motors TTM 3.73 $22.12 $82.54 0.5% 2.0% 9.3 0.9% 83% 59 68 18.5%
Universal Electronics UEIC 3.27 $29.55 $96.57 0.6% 8.1% 19.0 0.0% 47% 30 36 17.4%
Ulta Beauty ULTA 0.44 $246.26 $108.60 0.7% 12.2% 22.0 0.0% 89% 80 99 12.8%
United Therapeutics UTHR 0.92 $117.49 $107.97 0.7% 7.8% 12.0 0.0% 90% 44 75 14.8%
Vodafone VOD 4.03 $24.51 $98.87 0.6% 4.7% 20.0 4.8% 52% 14 40 16.4%
Western Digital WDC 1.18 $80.51 $94.75 0.6% 2.9% 7.7 2.4% 52% 60 76 9.4%
WPP WPP 1.23 $79.87 $98.43 0.6% 2.4% 13.0 3.9% 97% 78 81 12.7%
Exxon Mobil XOM 1.27 $80.70 $102.17 0.6% 7.3% 19.7 3.1% 99% 47 73 10.7%


MIPAR 6.7%  
Sweet Spot 11.7% - 16.7%  

Portfolio Averages

PAR 10.7%
Quality 81.6
Growth 10.0%
P/E Ratio 19.5
Yield 1.3%
Fin Strength 71%
EPS Stability 67