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.

10/22/2018
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $16,109.29 10.0% 19.1 1.3% 72% 69 80.3 13.3%
Apple AAPL 0.91 $219.31 $199.35 1.2% 8.0% 13.0 1.5% 91% 92 98 9.9%
Abbvie ABBV 1.72 $87.97 $151.04 0.9% 9.3% 11.0 3.2% 98% 84 88 15.0%
Alliance Data Systems ADS 0.51 $216.18 $110.47 0.7% 13.1% 9.0 0.8% 86% 97 96 15.0%
Allergan AGN 0.58 $189.53 $110.12 0.7% 4.3% 11.0 1.0% 55% 41 66 7.5%
Akamai Technologies AKAM 1.92 $64.24 $123.21 0.8% 9.6% 29.0 0.0% 92% 61 77 14.1%
Air Lease* AL 3.80 $41.69 $158.21 1.0% 13.6% 9.0 0.7% 47% 85 96 15.1%
Applied Materials AMAT 2.69 $34.29 $92.07 0.6% 9.0% 11.0 1.3% 75% 42 73 17.4%
Affiliated Managers AMG 0.71 $123.31 $87.92 0.5% 7.4% 20.0 1.1% 37% 51 52 17.2%
American Tower AMT 0.75 $150.15 $112.16 0.7% 6.1% 44.0 2.4% 80% 69 95 8.3%
Alliance Resource Partners ARLP 6.46 $19.80 $127.83 0.8% 1.1% 8.0 5.2% 6% 93 52 12.6%
Axos Financial* [was BOFI] AX 4.42 $32.84 $145.05 0.9% 17.9% 14.0 0.0% 37% 81 92 19.8%
Acuity Brands AYI 1.89 $123.94 $234.62 1.5% 9.3% 18.0 0.3% 70% 55 81 16.4%
Alibaba BABA 0.70 $142.93 $100.62 0.6% 12.6% 35.0 0.0% 90% 45 84 15.9%
Bayer AG* BAYRY 4.65 $22.49 $104.47 0.6% 5.3% 14.0 3.0% 94% 39 63 16.6%
Brown Capital BCSIX 1.15 $102.82 $118.24 0.7% 13.8% 43.0 0.2% 66% 53 72 10.1%
B&G Foods BGS 3.34 $27.33 $91.20 0.6% 4.5% 9.0 3.6% 51% 89 81 7.3%
Baidu BIDU 0.61 $191.92 $116.11 0.7% 17.1% 27.0 0.0% 95% 17 67 22.2%
Biogen BIIB 0.44 $320.41 $141.94 0.9% 6.6% 16.0 0.0% 88% 81 83 9.4%
BJ's Restaurants BJRI 3.21 $65.53 $210.35 1.3% 9.3% 25.0 0.7% 79% 65 74 8.5%
Booking BKNG 0.09 $1,805.74 $162.52 1.0% 14.1% 21.0 0.0% 95% 95 100 15.8%
Bemis BMS 2.10 $45.91 $96.27 0.6% 3.4% 16.0 2.1% 86% 75 79 7.5%
Bank of Nova Scotia BNS-TO 1.87 $75.27 $141.06 0.9% 7.9% 12.0 3.8% 90% 89 94 11.5%
Canon CAJ 3.16 $31.47 $99.29 0.6% 4.8% 15.0 2.8% 90% 81 86 8.9%
China Biologics* CBPO 1.34 $71.00 $95.35 0.6% 13.2% 14.0 0.0% 37% 83 66 16.8%
CBRE Group CBRE 2.23 $39.55 $88.32 0.5% 8.8% 12.0 0.0% 56% 91 62 12.1%
Celgene CELG 1.12 $82.41 $91.97 0.6% 4.8% 22.0 0.0% 95% 60 65 9.9%
China Mobile* CHL 2.22 $49.55 $110.05 0.7% 6.2% 14.0 4.0% 46% 45 49 13.5%
Chuy's Holdings* CHUY 4.53 $24.90 $112.67 0.7% 14.6% 23.0 0.0% 47% 74 71 15.4%
CIGNA Group CI 0.60 $210.00 $125.16 0.8% 7.2% 13.0 0.0% 88% 87 96 6.8%
Cantel Medical CMD 1.00 $83.33 $83.33 0.5% 14.8% 35.0 0.3% 92% 83 94 15.1%
ConnectOne Bancorp* CNOB 4.46 $21.29 $94.97 0.6% 6.3% 16.0 1.0% 24% 55 40 13.9%
Century Casinos* CNTY 12.58 $6.51 $81.89 0.5% 9.6% 13.0 0.0% 16% 70 57 23.3%
Coherent COHR 0.58 $132.25 $76.18 0.5% 6.5% 17.0 0.0% 85% 61 82 18.2%
Cirrus Logic CRUS 2.46 $37.07 $91.23 0.6% 9.5% 10.0 0.0% 70% 50 65 11.8%
Ctrip.com CTRP 3.07 $32.63 $100.01 0.6% 19.3% 33.0 0.0% 83% 15 84 20.3%
Cognizant Technology CTSH 1.74 $73.69 $127.85 0.8% 10.2% 17.0 1.1% 100% 99 100 13.8%
CVS Health CVS 1.14 $74.18 $84.57 0.5% 6.7% 12.0 2.7% 99% 99 88 13.2%
CoreCivic CXW 4.62 $23.36 $108.02 0.7% 0.3% 15.0 5.8% 58% 76 48 10.1%
Cypress Semiconductor CY 6.09 $13.22 $80.52 0.5% 9.4% 10.0 1.8% 51% 33 52 12.3%
Disney (Walt) DIS 1.08 $118.90 $127.82 0.8% 5.3% 15.0 1.2% 100% 80 92 6.4%
New Oriental Education EDU 1.33 $61.07 $81.16 0.5% 18.4% 28.0 0.0% 56% 88 98 25.9%
NIC* EGOV 6.24 $14.21 $88.70 0.6% 8.7% 17.0 0.0% 72% 87 80 10.2%
Extra Space Storage EXR 1.35 $87.18 $117.52 0.7% 5.4% 25.0 3.5% 93% 40 85 9.7%
FaceBook FB 0.57 $154.05 $87.50 0.5% 16.0% 25.0 0.0% 93% 41 91 20.3%
Federated Investors FII 4.12 $22.79 $93.89 0.6% 7.3% 11.0 2.6% 86% 87 97 11.5%
Five Below FIVE 3.39 $114.80 $389.52 2.4% 16.4% 33.0 0.0% 91% 75 99 9.2%
FleetCor Technologies FLT 0.70 $204.09 $142.05 0.9% 12.2% 20.0 0.0% 84% 77 99 13.5%
Flexsteel Industries* FLXS 3.18 $28.29 $89.96 0.6% 7.1% 11.3 2.0% 37% 83 69 20.4%
Forward Air FWRD 2.53 $63.70 $160.97 1.0% 12.4% 19.0 0.8% 69% 83 93 13.4%
Gildan Activewear GIL 4.07 $29.37 $119.45 0.7% 6.2% 15.0 1.4% 96% 92 97 7.5%
General Motors GM 3.08 $31.20 $96.06 0.6% 1.6% 2.9 2.7% 72% 50 58 14.4%
Gentex GNTX 5.49 $19.93 $109.36 0.7% 9.2% 13.0 1.8% 96% 82 99 12.9%
Alphabet (Google) GOOG 0.14 $1,096.46 $157.89 1.0% 14.9% 25.0 0.0% 98% 86 95 15.7%
Gray Television GTN 8.81 $17.43 $153.58 1.0% 12.1% 13.0 0.0% 14% 36 41 12.2%
Healthcare Services HCSG 2.77 $41.82 $115.67 0.7% 11.6% 24.0 2.0% 93% 88 91 13.8%
HEICO A HEIA 1.52 $79.80 $121.06 0.8% 12.0% 32.0 0.1% 80% 75 99 8.7%
Health Insurance Innovations* HIIQ 3.44 $47.51 $163.24 1.0% 19.0% 24.0 0.0% 37% 68 78 19.6%
IMAX IMAX 4.96 $22.45 $111.42 0.7% 8.8% 26.0 0.0% 11% 37 45 11.3%
Infosys Tech INFY 13.89 $9.58 $133.04 0.8% 7.7% 14.0 2.3% 93% 96 100 10.7%
Intel INTC 2.12 $44.00 $93.10 0.6% 5.8% 12.0 1.6% 98% 81 90 12.1%
Jazz Pharmaceuticals JAZZ 0.81 $155.99 $126.51 0.8% 13.3% 12.0 0.0% 87% 92 97 15.2%
Johnson Controls JCI 2.73 $32.93 $89.96 0.6% 2.4% 12.0 2.6% 78% 54 80 10.9%
Korn/Ferry Intl KFY 3.12 $45.05 $140.47 0.9% 12.2% 17.0 0.8% 67% 85 100 18.1%
Kroger KR 4.58 $27.56 $126.20 0.8% 4.6% 12.0 2.0% 80% 88 75 7.5%
LCI Industries LCII 1.12 $74.43 $83.51 0.5% 13.2% 11.0 1.2% 85% 69 85 20.2%
LKQ Corp LKQ 3.14 $27.76 $87.25 0.5% 6.8% 16.0 0.0% 78% 99 86 15.3%
Linamar LNR-TO 1.82 $58.07 $105.63 0.7% 8.1% 10.0 0.5% 89% 36 67 13.7%
Manhattan Bridge* LOAN 18.84 $6.09 $114.75 0.7% 5.4% 4.0 7.6% 37% 55 32 14.0%
Lam Research LRCX 0.51 $145.20 $74.49 0.5% 13.3% 12.0 1.7% 53% 35 68 23.5%
Lululemon Athletica LULU 1.97 $136.77 $269.44 1.7% 12.9% 32.0 0.0% 80% 70 99 6.3%
Matthews Intl MATW 1.87 $42.85 $80.00 0.5% 8.1% 12.0 1.2% 90% 97 93 16.3%
Microchip Technology MCHP 1.13 $67.03 $75.61 0.5% 11.4% 16.0 1.3% 58% 95 92 21.5%
MEDNAX MD 2.17 $43.18 $93.48 0.6% 9.9% 14.0 0.0% 51% 83 95 19.4%
Mercadolibre MELI 0.61 $301.87 $182.63 1.1% 28.1% 40.0 0.0% 45% 6 64 4.3%
Middleby MIDD 0.85 $114.67 $97.93 0.6% 11.7% 18.0 0.0% 89% 95 99 13.9%
MKS Instruments MKSI 1.08 $74.69 $80.79 0.5% 14.9% 15.0 0.5% 31% 52 82 25.1%
Mellanox Technologies MLNX 2.44 $70.58 $172.14 1.1% 12.6% 22.0 0.0% 68% 21 59 16.6%
Magellan Midstream Prtnrs MMP 1.81 $65.27 $117.94 0.7% 7.2% 18.0 4.4% 69% 68 90 12.8%
Maximus MMS 1.87 $64.69 $121.23 0.8% 10.9% 17.0 1.0% 91% 98 94 10.7%
Monster Beverage MNST 2.20 $52.11 $114.85 0.7% 11.9% 29.0 0.0% 92% 67 97 13.0%
Microsoft MSFT 1.80 $108.66 $195.81 1.2% 7.6% 26.0 2.1% 99% 85 96 10.2%
MasTec MTZ 2.38 $43.04 $102.35 0.6% 9.8% 13.0 0.0% 52% 67 79 17.2%
Micron Tech MU 2.18 $40.45 $88.30 0.5% 12.5% 8.0 0.0% 52% 27 59 26.0%
Neogen NEOG 2.60 $63.10 $164.12 1.0% 12.7% 49.0 0.0% 72% 91 97 11.2%
NutriSystem NTRI 3.62 $33.39 $120.91 0.8% 11.1% 19.0 1.5% 60% 45 74 19.5%
Universal Display OLED 2.01 $111.35 $224.26 1.4% 20.3% 33.0 0.3% 75% 50 98 14.1%
OReilly Auto ORLY 0.54 $339.87 $184.55 1.1% 7.1% 18.0 0.0% 96% 76 97 4.8%
Open Text Corp. OTEX 3.18 $33.99 $108.22 0.7% 13.1% 22.0 1.6% 51% 71 70 18.2%
Grupo Aeroport Pacifico* PAC 1.17 $98.08 $114.36 0.7% 7.9% 22.0 2.0% 60% 86 81 10.6%
Penske Auto Group PAG 2.49 $43.09 $107.34 0.7% 8.8% 10.5 2.7% 53% 84 63 17.5%
Prestige Brands* PBH 2.96 $37.57 $111.28 0.7% 5.4% 12.0 0.0% 46% 72 72 7.5%
Polaris PII 1.00 $90.33 $90.69 0.6% 9.0% 15.0 1.9% 66% 46 58 15.5%
POSCO ADR PKX 1.44 $58.53 $83.99 0.5% 6.9% 7.0 2.9% 65% 41 75 18.9%
Perrigo PRGO 1.33 $71.89 $95.25 0.6% 2.5% 13.0 0.9% 88% 71 68 4.8%
Qualcomm QCOM 2.01 $65.36 $131.44 0.8% 5.7% 14.0 3.0% 95% 59 79 10.6%
Royal Dutch Shell RDS-A 2.09 $67.60 $141.49 0.9% 9.6% 12.5 4.4% 75% 44 71 15.7%
Roche Holdings* RHHBY 3.56 $30.60 $108.78 0.7% 2.6% 16.0 3.0% 66% 91 47 9.8%
Red Hat Inc. RHT 1.38 $120.12 $165.41 1.0% 15.6% 48.0 0.0% 92% 90 92 15.5%
Rocky Mtn Chocolate* RMCF 11.04 $9.50 $104.88 0.7% 4.4% 15.0 4.0% 37% 71 45 16.5%
Ross Stores ROST 1.85 $94.69 $174.70 1.1% 7.6% 18.0 1.1% 98% 91 100 5.2%
Red Robin Gourmet Burgers RRGB 2.59 $34.29 $88.71 0.6% 5.7% 11.0 0.0% 69% 57 53 15.9%
Spirit Airlines SAVE 2.76 $50.78 $140.25 0.9% 14.3% 13.0 0.0% 33% 32 58 10.2%
Sinclair Broadcast SBGI 3.44 $29.47 $101.26 0.6% 8.8% 11.0 2.0% 13% 62 39 13.3%
Starbucks SBUX 1.87 $58.66 $109.46 0.7% 10.4% 20.0 1.9% 93% 89 99 14.1%
Schwab Charles SCHW 2.47 $46.83 $115.86 0.7% 16.3% 28.0 0.8% 83% 72 91 18.9%
Silicon Motion Tech* SIMO 2.38 $42.14 $100.17 0.6% 8.8% 15.0 1.5% 53% 50 51 15.9%
Sirius XM SIRI 16.29 $6.01 $97.88 0.6% 8.3% 16.0 0.4% 46% 57 86 11.1%
Stella-Jones SJ-TO 2.40 $44.72 $107.33 0.7% 6.4% 19.2 0.0% 75% 87 86 8.5%
Skechers SKX 4.14 $29.72 $123.16 0.8% 13.0% 12.0 0.0% 80% 75 96 15.3%
Schlumberger SLB 1.65 $58.47 $96.53 0.6% 7.7% 17.0 1.8% 94% 54 95 12.5%
Simulations Plus* SLP 12.46 $20.12 $250.65 1.6% 16.1% 33.0 1.2% 75% 86 94 13.7%
Sanofi SNY 2.61 $44.57 $116.51 0.7% 4.3% 21.0 3.8% 98% 81 75 8.8%
Suburban Propane SPH 4.35 $23.43 $101.97 0.6% 5.6% 15.0 6.0% 32% 32 41 17.3%
Stericycle SRCL 1.50 $53.05 $79.68 0.5% 4.5% 16.0 0.0% 83% 72 89 11.7%
STERIS STE 1.44 $106.68 $154.05 1.0% 9.6% 21.0 1.3% 95% 74 89 11.1%
Stamps.com* STMP 0.73 $194.32 $140.88 0.9% 22.5% 25.0 0.0% 60% 36 90 26.0%
Skyworks Solutions SWKS 1.36 $85.16 $115.39 0.7% 9.7% 12.0 1.1% 75% 49 87 15.2%
TransDigm Group TDG 0.49 $337.19 $164.89 1.0% 10.7% 20.0 0.0% 65% 73 99 9.0%
Telefonica SA TEF 11.29 $8.04 $90.77 0.6% 2.6% 11.0 4.1% 51% 45 44 14.1%
TEGNA [Gannett] TGNA 9.24 $11.84 $109.43 0.7% 6.5% 8.9 1.9% 19% 91 24 10.3%
Target TGT 1.92 $82.02 $157.81 1.0% 2.9% 13.4 3.0% 52% 93 67 6.6%
Thor Industries THO 1.09 $75.15 $82.14 0.5% 8.1% 11.0 1.2% 80% 86 76 18.3%
Tapestry [Coach] TPR 2.58 $42.51 $109.72 0.7% 8.5% 17.0 2.3% 94% 36 74 13.6%
Tractor Supply TSCO 1.65 $86.86 $143.41 0.9% 8.4% 18.0 1.5% 99% 93 95 9.6%
Tupperware TUP 3.05 $31.31 $95.63 0.6% 5.8% 9.0 3.4% 85% 74 94 16.4%
Universal Electronics UEIC 3.27 $33.88 $110.72 0.7% 7.5% 21.0 0.0% 47% 20 29 9.9%
Ulta Beauty ULTA 0.44 $270.78 $119.41 0.7% 12.2% 21.0 0.0% 89% 80 98 10.6%
United Natural Foods UNFI 2.95 $26.76 $78.92 0.5% 7.8% 13.0 0.0% 88% 97 95 20.2%
United Therapeutics UTHR 0.92 $122.95 $112.99 0.7% 6.3% 11.0 0.0% 90% 50 79 12.6%
Vodafone VOD 4.47 $20.20 $90.33 0.6% 8.6% 18.0 4.8% 53% 11 50 23.4%
WPP WPP 1.27 $67.67 $85.94 0.5% 2.2% 13.0 3.9% 97% 80 89 16.3%
Wyndham Destinations WYND 2.76 $36.46 $100.48 0.6% 5.9% 12.0 2.5% 83% 95 84 18.6%
Exxon Mobil XOM 1.28 $81.97 $104.84 0.7% 8.6% 18.6 3.2% 99% 48 80 11.8%


MIPAR 9.0%  
Sweet Spot 14.0% - 19.0%  

Portfolio Averages

PAR 13.3%
Quality 80.3
Growth 10.0%
P/E Ratio 19.1
Yield 1.3%
Fin Strength 72%
EPS Stability 69