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.

08/20/2018
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $17,035.52 10.1% 19.4 1.2% 72% 68 82.6 11.3%
Apple AAPL 0.91 $217.58 $197.78 1.2% 7.5% 13.0 1.6% 91% 95 99 6.1%
Abbvie ABBV 1.72 $98.81 $169.66 1.0% 9.3% 11.0 3.2% 97% 82 86 11.7%
Alliance Data Systems ADS 0.51 $238.03 $121.63 0.7% 13.1% 9.0 0.8% 86% 98 96 12.7%
Allergan AGN 0.58 $185.60 $107.83 0.6% 4.5% 11.0 1.0% 54% 40 74 8.1%
Akamai Technologies AKAM 1.92 $71.44 $137.02 0.8% 9.6% 28.0 0.0% 92% 67 91 10.8%
Air Lease* AL 3.80 $45.46 $172.52 1.0% 12.0% 10.0 0.7% 47% 89 91 10.5%
Applied Materials AMAT 1.92 $43.77 $83.95 0.5% 9.8% 13.0 1.1% 74% 39 89 15.2%
Affiliated Managers AMG 0.71 $146.59 $104.52 0.6% 7.4% 20.0 1.1% 37% 51 48 13.1%
American Tower AMT 0.75 $151.17 $112.92 0.7% 6.1% 44.0 2.4% 80% 68 98 7.8%
Amira Nature Foods* ANFI 43.48 $1.63 $70.87 0.4% 2.6% 7.0 0.0% 16% 59 46 12.8%
Alliance Resource Partners ARLP 6.46 $20.10 $129.77 0.8% 1.0% 7.0 4.5% 6% 93 55 8.1%
Acuity Brands AYI 1.89 $143.69 $272.01 1.6% 9.2% 15.0 0.3% 70% 54 84 8.5%
Brown Capital BCSIX 1.15 $111.19 $127.87 0.8% 14.2% 40.6 0.2% 67% 55 73 6.7%
B&G Foods BGS 3.34 $32.00 $106.78 0.6% 4.5% 10.0 3.6% 50% 88 89 6.1%
Baidu BIDU 0.61 $222.67 $134.72 0.8% 17.1% 28.0 0.0% 95% 17 70 18.8%
Biogen BIIB 0.44 $345.22 $152.93 0.9% 6.5% 15.0 0.0% 88% 79 90 6.2%
BJ's Restaurants BJRI 3.21 $66.75 $214.27 1.3% 9.2% 20.0 0.8% 80% 62 79 3.1%
Booking BKNG 0.09 $1,840.68 $165.66 1.0% 14.1% 22.0 0.0% 94% 94 98 15.9%
Bemis BMS 2.10 $49.79 $104.41 0.6% 3.4% 15.0 2.1% 86% 72 75 4.8%
Bank of Nova Scotia BNS-TO 1.87 $76.33 $143.04 0.8% 7.9% 12.0 3.8% 90% 89 85 11.0%
Bank of the Internet* BOFI 4.42 $37.67 $166.39 1.0% 18.0% 13.0 0.0% 37% 83 89 14.1%
Canon CAJ 3.16 $31.83 $100.42 0.6% 4.8% 15.0 2.8% 90% 81 95 8.4%
Cambrex CBM 2.30 $63.45 $145.87 0.9% 8.7% 16.0 0.0% 56% 46 79 5.4%
China Biologics* CBPO 1.34 $91.99 $123.54 0.7% 13.9% 17.0 0.0% 37% 84 79 13.7%
CBRE Group CBRE 2.23 $47.54 $106.16 0.6% 8.8% 14.0 0.0% 56% 90 85 11.2%
Celgene CELG 1.12 $90.37 $100.85 0.6% 5.2% 22.0 0.0% 95% 62 74 7.4%
China Mobile* CHL 2.22 $47.21 $104.85 0.6% 6.2% 14.0 4.0% 46% 44 69 14.6%
Chuy's Holdings* CHUY 4.53 $27.55 $124.66 0.7% 14.7% 21.0 0.0% 47% 75 68 17.7%
CIGNA Group CI 0.60 $188.34 $112.25 0.7% 7.1% 12.0 0.0% 87% 90 97 6.4%
Cantel Medical CMD 1.00 $96.25 $96.25 0.6% 14.8% 39.0 0.3% 92% 82 96 13.9%
ConnectOne Bancorp* CNOB 4.46 $24.95 $111.30 0.7% 6.3% 16.0 1.0% 24% 55 39 10.4%
Century Casinos* CNTY 12.58 $7.51 $94.47 0.6% 9.6% 17.0 0.0% 16% 55 85 19.1%
Cirrus Logic CRUS 2.46 $42.83 $105.40 0.6% 9.5% 11.0 0.0% 70% 41 60 9.4%
Cognizant Technology CTSH 1.74 $75.56 $131.10 0.8% 10.2% 17.0 1.1% 100% 99 98 13.0%
CVS Health CVS 1.14 $73.68 $84.00 0.5% 6.9% 12.0 2.7% 99% 98 93 13.3%
CoreCivic CXW 4.62 $25.27 $116.85 0.7% 0.3% 15.0 5.9% 58% 74 70 8.0%
Cypress Semiconductor CY 6.09 $16.02 $97.58 0.6% 9.0% 12.0 1.8% 50% 34 88 11.3%
Disney (Walt) DIS 1.08 $112.48 $120.92 0.7% 5.3% 15.0 1.2% 100% 80 91 7.4%
NIC* EGOV 6.24 $17.05 $106.43 0.6% 8.7% 17.0 0.0% 72% 87 89 6.2%
Extra Space Storage EXR 1.35 $95.18 $128.30 0.8% 5.4% 25.0 3.5% 93% 40 94 7.7%
FaceBook FB 0.57 $173.80 $98.72 0.6% 16.0% 25.0 0.0% 92% 41 91 16.4%
Federated Investors FII 4.12 $23.10 $95.17 0.6% 7.3% 12.0 2.6% 86% 87 94 12.8%
Five Below FIVE 3.39 $108.64 $368.62 2.2% 16.4% 34.0 0.0% 91% 74 99 10.5%
FleetCor Technologies FLT 0.70 $214.19 $149.08 0.9% 12.2% 20.0 0.0% 83% 77 97 12.0%
Forward Air FWRD 2.53 $63.38 $160.16 0.9% 12.1% 19.0 0.8% 69% 84 92 11.8%
General Electric GE 6.31 $12.30 $77.58 0.5% 4.0% 12.5 2.8% 10% 62 37 15.1%
Gildan Activewear GIL 4.07 $29.83 $121.32 0.7% 6.2% 16.0 1.4% 96% 91 95 8.5%
General Motors GM 3.08 $36.38 $112.01 0.7% 1.6% 2.9 2.7% 72% 50 59 11.0%
Gentex GNTX 5.49 $24.18 $132.68 0.8% 9.4% 13.0 1.7% 96% 85 100 9.9%
Alphabet (Google) GOOG 0.14 $1,200.96 $172.94 1.0% 14.9% 27.0 0.0% 98% 86 95 14.8%
Gray Television GTN 8.81 $16.90 $148.91 0.9% 12.1% 13.0 0.0% 14% 35 53 12.7%
Healthcare Services HCSG 2.77 $41.20 $113.96 0.7% 11.8% 24.0 2.0% 92% 88 97 14.0%
HEICO A HEIA 1.52 $86.00 $130.46 0.8% 11.9% 25.0 0.2% 80% 73 99 5.9%
Health Insurance Innovations* HIIQ 3.44 $53.15 $182.62 1.1% 20.6% 20.0 0.0% 37% 75 58 15.6%
IMAX IMAX 4.96 $22.40 $111.17 0.7% 8.8% 25.0 0.0% 11% 37 45 10.3%
Infosys Tech INFY 6.95 $21.08 $146.42 0.9% 7.7% 15.0 2.3% 92% 96 98 9.9%
Jazz Pharmaceuticals JAZZ 0.81 $173.81 $140.96 0.8% 13.1% 12.0 0.0% 87% 91 98 12.0%
Johnson Controls JCI 2.73 $38.25 $104.50 0.6% 2.4% 11.0 2.6% 77% 53 68 5.9%
Korn/Ferry Intl KFY 3.12 $66.18 $206.35 1.2% 11.5% 18.0 0.8% 67% 86 100 8.7%
Kroger KR 4.58 $31.35 $143.55 0.8% 4.6% 13.0 2.0% 79% 87 78 6.5%
LCI Industries LCII 1.12 $94.35 $105.86 0.6% 13.5% 12.0 1.2% 85% 66 94 17.3%
LKQ Corp LKQ 3.14 $33.16 $104.22 0.6% 12.4% 16.0 0.0% 77% 97 94 15.8%
Linamar LNR-TO 1.82 $54.10 $98.41 0.6% 8.1% 7.0 0.5% 89% 50 83 13.3%
Manhattan Bridge* LOAN 18.84 $6.65 $125.31 0.7% 19.0% 29.0 7.6% 60% 17 83 19.2%
Lam Research LRCX 0.51 $169.91 $87.16 0.5% 13.8% 13.0 1.6% 52% 35 90 20.2%
Lululemon Athletica LULU 1.97 $130.19 $256.47 1.5% 12.9% 33.0 0.0% 80% 69 99 7.6%
Manhattan Associates MANH 2.43 $53.59 $130.01 0.8% 7.2% 25.0 0.0% 82% 66 82 4.0%
Matthews Intl MATW 1.87 $51.95 $96.99 0.6% 8.1% 12.0 1.2% 90% 96 97 11.8%
Microchip Technology MCHP 1.13 $83.01 $93.64 0.5% 11.4% 17.0 1.1% 58% 94 92 16.2%
McKesson MCK 0.71 $129.38 $91.73 0.5% 6.2% 13.0 0.6% 96% 95 89 15.2%
MEDNAX MD 2.17 $46.75 $101.21 0.6% 10.2% 13.0 0.0% 50% 85 86 16.0%
Mercadolibre MELI 0.61 $324.20 $196.14 1.2% 30.4% 55.0 0.0% 45% 6 65 10.2%
Middleby MIDD 0.85 $115.89 $98.97 0.6% 11.7% 16.0 0.0% 89% 95 100 10.3%
Mellanox Technologies MLNX 2.44 $79.80 $194.63 1.1% 12.6% 21.0 0.0% 68% 20 88 12.1%
Magellan Midstream Prtnrs MMP 1.81 $71.05 $128.39 0.8% 7.3% 18.0 4.4% 69% 67 90 11.0%
Maximus MMS 1.87 $65.09 $121.98 0.7% 11.1% 17.0 0.5% 91% 97 92 10.5%
Monro MNRO 2.07 $70.35 $145.55 0.9% 7.8% 21.0 0.9% 86% 92 89 4.1%
Monster Beverage MNST 2.20 $62.17 $137.02 0.8% 11.9% 29.0 0.0% 92% 66 100 8.8%
Microsoft MSFT 1.80 $107.58 $193.86 1.1% 7.6% 25.0 2.1% 99% 85 92 9.1%
Micron Tech MU 2.18 $47.11 $102.84 0.6% 11.8% 8.0 0.0% 45% 27 81 20.0%
Neogen NEOG 2.60 $84.12 $218.80 1.3% 12.7% 49.0 0.0% 72% 91 87 4.7%
NutriSystem NTRI 3.60 $38.95 $140.22 0.8% 11.1% 18.0 1.5% 60% 44 84 14.6%
Universal Display OLED 2.01 $115.65 $232.92 1.4% 18.0% 33.0 0.3% 75% 50 97 11.3%
OReilly Auto ORLY 0.54 $329.96 $179.17 1.1% 7.1% 18.0 0.0% 96% 76 96 5.2%
Open Text Corp. OTEX 3.18 $38.83 $123.63 0.7% 13.1% 23.0 1.6% 51% 71 85 15.4%
Grupo Aeroport Pacifico* PAC 1.17 $92.08 $107.37 0.6% 7.9% 23.0 2.0% 60% 85 93 10.7%
Penske Auto Group PAG 2.49 $51.89 $129.26 0.8% 8.8% 10.6 2.7% 53% 83 59 13.3%
Prestige Brands* PBH 2.96 $38.65 $114.48 0.7% 10.4% 11.0 0.0% 46% 73 90 9.1%
Polaris PII 1.00 $108.25 $108.68 0.6% 9.0% 16.0 1.9% 77% 46 78 12.5%
POSCO ADR PKX 1.44 $70.19 $100.72 0.6% 6.8% 7.0 2.9% 65% 40 80 15.0%
Perrigo PRGO 1.33 $72.96 $96.67 0.6% 3.4% 15.0 0.9% 88% 70 69 9.0%
Qualcomm QCOM 2.01 $66.06 $132.85 0.8% 6.4% 16.0 3.0% 95% 45 84 5.4%
Royal Dutch Shell RDS-A 2.09 $64.87 $135.77 0.8% 10.0% 12.9 4.4% 74% 45 68 16.5%
Roche Holdings* RHHBY 3.56 $30.12 $107.08 0.6% 2.6% 16.0 3.0% 66% 91 50 9.4%
Red Hat Inc. RHT 1.38 $140.15 $192.99 1.1% 15.6% 48.0 0.0% 91% 90 98 11.5%
Rocky Mtn Chocolate* RMCF 11.04 $10.25 $113.16 0.7% 4.4% 15.0 4.0% 37% 70 35 14.8%
Ross Stores ROST 1.85 $91.87 $169.50 1.0% 7.6% 18.0 1.1% 98% 90 98 5.6%
Red Robin Gourmet Burgers RRGB 2.59 $39.35 $101.80 0.6% 5.9% 15.0 0.0% 68% 61 62 20.1%
Spirit Airlines SAVE 2.76 $44.70 $123.46 0.7% 14.3% 13.0 0.0% 34% 32 56 12.4%
Sinclair Broadcast SBGI 3.44 $28.70 $98.61 0.6% 8.8% 11.0 2.0% 13% 61 47 13.6%
Starbucks SBUX 1.87 $53.56 $99.94 0.6% 10.5% 20.0 1.9% 93% 88 98 16.0%
Schwab Charles SCHW 2.47 $50.90 $125.93 0.7% 16.3% 26.0 0.8% 82% 73 92 14.2%
SouFun* SFUN 33.33 $2.70 $90.00 0.5% 14.9% 13.0 0.0% 37% 14 48 24.6%
Silicon Motion Tech* SIMO 2.38 $59.97 $142.55 0.8% 11.5% 15.0 1.5% 53% 44 80 8.9%
Sirius XM SIRI 16.29 $6.97 $113.52 0.7% 8.3% 16.0 0.4% 46% 56 85 7.7%
Stella-Jones SJ-TO 2.40 $44.72 $107.33 0.6% 6.4% 19.2 0.0% 75% 86 85 8.5%
Skechers SKX 4.14 $30.00 $124.32 0.7% 13.0% 13.0 0.0% 80% 74 97 16.5%
Schlumberger SLB 1.65 $62.83 $103.73 0.6% 7.7% 18.0 1.8% 94% 53 90 11.8%
Simulations Plus* SLP 12.46 $19.25 $239.82 1.4% 15.0% 35.0 2.0% 75% 84 95 14.1%
Sanofi SNY 2.61 $42.04 $109.89 0.6% 4.6% 18.0 3.8% 98% 86 86 9.0%
Suburban Propane SPH 4.35 $24.33 $105.88 0.6% 5.1% 15.0 6.0% 32% 32 24 15.9%
Stericycle SRCL 1.50 $61.42 $92.25 0.5% 4.5% 16.0 0.0% 83% 74 88 9.1%
STERIS STE 1.44 $114.11 $164.77 1.0% 9.6% 21.0 1.3% 95% 73 92 9.5%
Stamps.com* STMP 0.73 $231.70 $167.98 1.0% 21.0% 29.0 0.0% 60% 32 77 22.2%
Skyworks Solutions SWKS 1.36 $91.85 $124.46 0.7% 9.9% 12.0 1.0% 75% 49 91 13.2%
TransDigm Group TDG 0.49 $353.59 $172.91 1.0% 10.8% 20.0 0.0% 65% 79 97 7.4%
Telefonica SA TEF 11.29 $8.42 $95.06 0.6% 3.5% 12.0 3.8% 51% 42 62 17.5%
TEGNA [Gannett] TGNA 9.24 $10.72 $99.07 0.6% 6.5% 9.7 1.9% 20% 91 38 13.9%
Target TGT 1.92 $83.04 $159.77 0.9% 2.9% 13.1 3.0% 52% 93 77 5.9%
Thor Industries THO 1.09 $92.11 $100.68 0.6% 8.1% 13.0 1.2% 80% 86 87 16.9%
Tapestry [Coach] TPR 2.58 $51.41 $132.69 0.8% 8.5% 17.0 2.3% 93% 36 92 8.7%
Tractor Supply TSCO 1.65 $80.51 $132.92 0.8% 8.4% 17.0 1.5% 99% 93 91 9.6%
Tata Motors TTM 5.63 $18.37 $103.50 0.6% 2.0% 9.4 0.9% 84% 56 63 21.3%
Universal Electronics UEIC 3.27 $42.10 $137.58 0.8% 7.5% 22.0 0.0% 47% 20 29 6.3%
Ulta Beauty ULTA 0.44 $235.04 $103.65 0.6% 12.2% 21.0 0.0% 89% 79 99 13.3%
United Natural Foods UNFI 2.95 $34.84 $102.74 0.6% 7.8% 15.0 0.0% 88% 96 93 17.0%
United Therapeutics UTHR 0.92 $125.61 $115.44 0.7% 7.8% 12.0 0.0% 90% 44 75 13.3%
Vodafone VOD 4.47 $22.78 $101.87 0.6% 8.6% 25.0 4.8% 52% 5 39 13.8%
WPP WPP 1.27 $80.87 $102.70 0.6% 2.2% 13.0 3.9% 97% 80 80 12.3%
Exxon Mobil XOM 1.28 $78.26 $100.09 0.6% 8.6% 18.9 3.1% 99% 47 75 12.3%


MIPAR 7.0%  
Sweet Spot 12.0% - 17.0%  

Portfolio Averages

PAR 11.3%
Quality 82.6
Growth 10.1%
P/E Ratio 19.4
Yield 1.2%
Fin Strength 72%
EPS Stability 68