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.

04/26/2018
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $14,647.10 9.8% 19.7 1.3% 72% 67 81.5 11.5%
Apple AAPL 0.91 $163.65 $148.10 1.0% 7.5% 12.0 1.6% 91% 94 99 9.7%
Abbvie ABBV 1.64 $91.87 $150.56 1.0% 9.2% 12.0 3.2% 97% 81 86 13.9%
Alliance Data Systems ADS 0.50 $204.10 $102.66 0.7% 14.0% 10.0 0.7% 85% 98 96 18.6%
Allergan AGN 0.57 $157.12 $89.87 0.6% 4.7% 12.0 1.0% 54% 40 74 13.9%
Alliance Holdings* AHGP 4.17 $23.00 $96.00 0.7% 0.3% 9.0 9.0% 8% 91 20 12.9%
Akamai Technologies AKAM 1.93 $70.78 $136.61 0.9% 9.6% 27.0 0.0% 92% 67 91 9.6%
Air Lease* AL 3.73 $42.17 $157.47 1.1% 12.0% 11.0 0.7% 47% 88 90 14.1%
Applied Materials AMAT 1.91 $49.14 $93.89 0.6% 15.5% 12.0 1.0% 92% 48 99 18.9%
Affiliated Managers AMG 0.71 $168.99 $119.61 0.8% 7.6% 19.0 0.9% 37% 55 59 14.0%
American Tower AMT 0.74 $135.73 $100.27 0.7% 12.3% 46.0 2.4% 79% 91 100 16.0%
Ardelyx* ARDX 17.70 $4.85 $85.84 0.6% 20.0% 38.0 0.0% 60% 0 15 30.4%
Aliment. Couche-Tard ATD-B-TO 1.85 $53.99 $100.00 0.7% 11.0% 14.0 0.6% 71% 63 98 15.6%
Aliment. Couche-Tard ATD-B-TO 1.85 $53.99 $100.00 0.7% 11.0% 14.0 0.6% 71% 63 98 15.6%
Brown Capital BCSIX 1.09 $97.53 $105.85 0.7% 13.1% 40.0 0.2% 67% 55 72 7.7%
B&G Foods BGS 3.23 $23.40 $75.48 0.5% 4.5% 10.0 3.8% 50% 87 88 12.7%
Baidu BIDU 0.59 $231.41 $136.67 0.9% 13.9% 30.0 0.0% 95% 15 62 12.7%
Biogen BIIB 0.44 $269.45 $119.37 0.8% 6.5% 17.0 0.0% 88% 65 80 12.3%
BJ's Restaurants BJRI 3.15 $48.65 $153.47 1.0% 8.3% 20.0 0.8% 79% 53 67 6.8%
Booking BKNG 0.09 $2,077.61 $182.83 1.2% 14.9% 22.0 0.0% 94% 93 98 12.9%
Bemis BMS 2.07 $43.79 $90.55 0.6% 3.5% 15.0 2.1% 86% 71 75 7.4%
Bank of Nova Scotia BNS-TO 1.98 $77.04 $152.31 1.0% 8.0% 12.0 3.9% 89% 86 84 9.7%
Bank of the Internet* BOFI 4.42 $42.73 $188.74 1.3% 18.0% 14.0 0.0% 38% 82 87 11.5%
Cambrex CBM 2.31 $53.30 $123.24 0.8% 7.0% 16.0 0.0% 56% 45 82 7.8%
China Biologics* CBPO 1.29 $84.74 $109.05 0.7% 14.5% 16.0 0.0% 38% 83 79 15.4%
CBRE Group CBRE 2.23 $45.39 $101.36 0.7% 12.6% 15.0 0.0% 55% 88 91 16.0%
Celgene CELG 1.13 $89.20 $100.80 0.7% 10.3% 17.0 0.0% 94% 57 87 15.5%
China Mobile* CHL 2.17 $46.50 $101.06 0.7% 6.2% 15.0 4.0% 46% 43 68 16.4%
Chuy's Holdings* CHUY 4.52 $26.85 $121.49 0.8% 6.6% 17.0 0.0% 47% 75 39 5.5%
CIGNA Group CI 0.60 $171.70 $102.36 0.7% 6.7% 13.0 0.0% 87% 86 97 8.7%
Comcast (A) CMCSA 3.01 $34.26 $103.16 0.7% 5.9% 15.0 1.7% 88% 85 92 13.1%
Comcast (A) CMCSA 3.01 $34.26 $103.16 0.7% 5.9% 15.0 1.7% 88% 85 92 13.1%
ConnectOne Bancorp* CNOB 4.47 $29.15 $130.42 0.9% 6.3% 19.0 1.0% 24% 54 40 10.7%
Century Casinos* CNTY 12.58 $7.97 $100.25 0.7% 9.6% 16.0 0.0% 8% 54 82 16.4%
Cirrus Logic CRUS 2.46 $35.36 $87.03 0.6% 11.6% 12.0 0.0% 70% 55 74 19.1%
Cognizant Technology CTSH 1.72 $80.91 $138.76 0.9% 10.4% 16.0 1.4% 100% 96 98 11.5%
CVS Health CVS 1.13 $67.73 $76.67 0.5% 6.9% 13.0 2.7% 99% 93 92 16.4%
CoreCivic CXW 4.44 $20.31 $90.26 0.6% -0.6% 16.0 5.9% 58% 73 63 13.0%
Cypress Semiconductor CY 6.01 $15.95 $95.85 0.7% 9.0% 13.0 1.8% 50% 35 88 12.7%
Disney (Walt) DIS 1.05 $101.15 $106.29 0.7% 5.1% 16.0 1.8% 100% 81 96 8.8%
NIC* EGOV 6.21 $14.45 $89.75 0.6% 8.7% 16.0 0.0% 72% 87 89 8.3%
Extra Space Storage EXR 1.26 $86.28 $108.62 0.7% 5.4% 25.0 3.5% 93% 39 94 9.4%
FaceBook FB 0.57 $159.69 $90.76 0.6% 16.0% 26.0 0.0% 91% 39 90 18.6%
Five Below FIVE 3.39 $72.65 $246.50 1.7% 16.4% 33.0 0.0% 84% 84 95 13.8%
FleetCor Technologies FLT 0.70 $201.29 $140.25 1.0% 9.1% 20.0 0.0% 83% 72 95 10.1%
Forward Air FWRD 2.46 $52.71 $129.88 0.9% 12.2% 20.0 0.8% 60% 77 88 14.8%
General Electric GE 6.20 $14.05 $87.10 0.6% 4.6% 12.2 2.7% 10% 67 46 15.3%
Gildan Activewear GIL 3.97 $28.90 $114.80 0.8% 6.9% 17.0 1.4% 96% 87 94 9.1%
General Motors GM 2.93 $38.11 $111.76 0.8% 1.4% 3.2 2.8% 46% 55 53 12.0%
Gentex GNTX 5.36 $22.99 $123.14 0.8% 9.4% 13.0 1.7% 96% 84 100 10.5%
Alphabet (Google) GOOG 0.14 $1,021.18 $147.05 1.0% 15.8% 26.0 0.0% 99% 88 95 14.7%
IMAX IMAX 4.96 $23.60 $117.13 0.8% 10.2% 22.0 0.0% 11% 44 70 11.7%
Infosys Tech INFY 6.58 $17.21 $113.30 0.8% 8.1% 14.0 1.9% 92% 92 98 10.4%
Jazz Pharmaceuticals JAZZ 0.83 $154.67 $128.07 0.9% 13.0% 12.0 0.0% 83% 90 95 12.5%
Johnson Controls JCI 2.67 $33.79 $90.32 0.6% 2.5% 12.0 2.6% 77% 49 63 9.3%
Jones Lang LaSalle JLL 0.87 $169.05 $146.26 1.0% 10.7% 19.0 0.5% 53% 57 72 7.3%
Korn/Ferry Intl KFY 3.09 $53.71 $166.03 1.1% 11.3% 16.0 0.8% 52% 86 98 9.8%
KKR KKR 5.18 $20.75 $107.51 0.7% 4.7% 8.0 2.5% 78% 13 46 10.1%
Kroger KR 4.49 $25.63 $114.98 0.8% 4.8% 12.0 2.0% 79% 85 78 7.8%
LKQ Corp LKQ 3.01 $37.59 $113.02 0.8% 12.0% 17.0 0.0% 77% 93 93 14.1%
Manhattan Bridge* LOAN 17.88 $7.30 $130.53 0.9% 17.7% 33.0 7.6% 60% 17 83 18.3%
Lam Research LRCX 0.51 $186.67 $95.02 0.6% 15.6% 15.0 1.8% 52% 35 89 20.2%
Lululemon LULU 1.97 $97.85 $192.76 1.3% 12.9% 28.0 0.0% 80% 62 99 6.3%
Manhattan Associates MANH 2.39 $42.64 $101.86 0.7% 9.5% 25.0 0.0% 81% 68 82 9.1%
Matthews Intl MATW 1.85 $50.80 $94.18 0.6% 7.9% 13.0 1.3% 90% 96 97 13.3%
Microchip Technology MCHP 1.12 $82.98 $93.22 0.6% 14.6% 15.0 1.4% 59% 79 97 18.2%
McKesson MCK 0.70 $151.71 $106.80 0.7% 6.5% 14.0 0.6% 96% 93 90 13.6%
MEDNAX MD 2.33 $52.69 $122.82 0.8% 10.3% 14.0 0.0% 67% 81 95 14.7%
Mercadolibre MELI 0.60 $336.13 $202.63 1.4% 36.3% 55.0 0.0% 45% 7 66 16.1%
Middleby MIDD 0.85 $126.23 $107.67 0.7% 10.2% 16.0 0.0% 88% 85 100 9.6%
Mesa Labs* MLAB 0.84 $168.38 $141.61 1.0% 6.0% 41.0 1.0% 60% 34 40 -2.5%
Mellanox Technologies MLNX 2.44 $75.80 $184.88 1.3% 11.1% 27.0 0.0% 67% 16 71 7.3%
Magellan Midstream Prtnrs MMP 1.64 $65.64 $107.52 0.7% 5.9% 17.0 4.4% 69% 65 90 11.6%
Maximus MMS 1.87 $69.57 $130.30 0.9% 11.6% 17.0 0.4% 91% 96 91 9.8%
Monro Muffler MNRO 2.03 $55.20 $112.20 0.8% 8.5% 22.0 0.9% 86% 78 86 9.2%
Monster Beverage MNST 2.20 $54.41 $119.90 0.8% 11.9% 29.0 0.0% 91% 65 100 11.2%
Microsoft MSFT 1.74 $92.31 $160.26 1.1% 6.6% 27.0 2.3% 99% 68 83 8.2%
Micron Tech MU 2.18 $47.60 $103.93 0.7% 13.2% 9.0 0.0% 45% 26 84 17.3%
Neogen NEOG 1.95 $68.48 $133.59 0.9% 12.8% 44.0 0.0% 72% 94 89 5.9%
NutriSystem NTRI 3.57 $29.80 $106.43 0.7% 11.0% 17.0 1.5% 60% 44 85 19.3%
Universal Display OLED 2.01 $87.55 $176.15 1.2% 20.2% 33.0 0.3% 75% 45 96 25.1%
OReilly Auto ORLY 0.54 $227.67 $123.31 0.8% 7.3% 17.0 0.0% 98% 76 96 10.3%
Open Text Corp. OTEX 3.15 $35.04 $110.22 0.8% 13.1% 23.0 1.6% 51% 73 86 16.6%
Penske Auto Group PAG 2.42 $46.40 $112.24 0.8% 8.5% 10.0 3.0% 53% 83 57 13.4%
Prestige Brands* PBH 2.96 $31.96 $94.67 0.6% 10.4% 12.0 0.0% 46% 73 90 15.4%
Polaris PII 1.00 $105.14 $105.03 0.7% 9.2% 16.0 1.8% 77% 46 79 13.2%
Perrigo PRGO 1.31 $77.82 $101.83 0.7% 3.6% 15.0 0.9% 87% 70 69 7.6%
Qualcomm QCOM 1.90 $49.75 $94.38 0.6% 6.4% 16.0 3.0% 98% 44 80 11.7%
Royal Dutch Shell RDS-A 1.95 $65.80 $128.18 0.9% 9.8% 13.1 4.6% 72% 52 78 14.6%
Roche Holdings* RHHBY 3.55 $27.83 $98.93 0.7% 2.6% 16.0 3.0% 66% 90 50 11.8%
Red Hat Inc. RHT 1.38 $158.14 $217.82 1.5% 15.5% 53.0 0.0% 91% 89 98 7.6%
Rocky Mtn Chocolate* RMCF 10.22 $11.80 $120.65 0.8% 4.4% 14.0 4.0% 38% 70 36 13.6%
Ross Stores ROST 1.84 $78.29 $143.86 1.0% 7.4% 21.0 1.0% 98% 98 97 7.8%
Boston Beer SAM 0.67 $217.05 $146.31 1.0% 7.7% 21.0 0.0% 80% 98 88 1.4%
Spirit Airlines SAVE 2.76 $37.63 $103.93 0.7% 14.3% 14.0 0.0% 34% 31 49 16.5%
Starbucks SBUX 1.80 $57.71 $104.13 0.7% 10.4% 22.0 1.9% 98% 84 98 15.2%
Schwab Charles SCHW 2.46 $54.60 $134.32 0.9% 12.7% 29.0 0.8% 78% 78 88 10.7%
SouFun* SFUN 33.33 $4.50 $150.00 1.0% -9.8% 14.0 0.0% 38% 13 15 -8.0%
Silicon Motion Tech* SIMO 2.30 $47.00 $108.07 0.7% 6.2% 15.0 1.5% 52% 43 71 9.1%
Sirius XM SIRI 16.26 $6.25 $101.63 0.7% 8.5% 13.0 0.4% 32% 59 80 6.3%
Stella-Jones SJ-TO 2.35 $45.66 $107.18 0.7% 6.4% 19.3 0.0% 75% 86 85 8.1%
Skechers SKX 4.14 $29.22 $121.09 0.8% 13.1% 16.0 0.0% 79% 68 97 20.8%
Schlumberger SLB 1.62 $69.10 $111.60 0.8% 8.9% 20.0 1.8% 94% 52 93 12.3%
Simulations Plus* SLP 12.03 $17.70 $213.00 1.5% 14.3% 26.0 2.5% 66% 91 88 -0.8%
Scripps Networks SNI 1.88 $90.04 $168.83 1.2% 8.0% 14.0 1.1% 90% 82 98 8.5%
Sanofi SNY 2.50 $40.11 $100.07 0.7% 4.7% 19.0 3.7% 98% 89 87 11.6%
Stericycle SRCL 1.50 $60.80 $91.32 0.6% 4.5% 15.0 0.0% 87% 71 91 7.3%
STERIS STE 1.40 $95.10 $132.95 0.9% 9.6% 18.0 1.4% 95% 81 95 8.8%
Stamps.com* STMP 0.73 $222.00 $161.04 1.1% 11.2% 27.0 0.0% 60% 31 60 10.3%
Skyworks Solutions SWKS 1.32 $87.81 $115.82 0.8% 10.6% 13.0 1.0% 75% 49 92 16.8%
TransDigm Group TDG 0.45 $324.38 $146.39 1.0% 10.8% 19.0 0.0% 65% 79 98 7.7%
Target TGT 1.83 $71.14 $130.32 0.9% 2.3% 15.1 3.2% 52% 79 61 5.8%
Thor Industries THO 1.08 $103.27 $111.14 0.8% 6.4% 14.0 1.3% 80% 89 82 13.9%
Tapestry [Coach] TPR 2.52 $53.44 $134.92 0.9% 8.7% 17.0 2.7% 93% 45 95 7.1%
Tractor Supply TSCO 1.62 $62.19 $100.45 0.7% 8.4% 15.0 1.5% 99% 93 91 12.1%
Tata Motors TTM 3.73 $24.36 $90.90 0.6% 2.0% 9.2 0.9% 74% 60 68 16.3%
Ulta Beauty ULTA 0.44 $236.20 $104.16 0.7% 17.8% 23.0 0.0% 89% 80 99 17.8%
United Therapeutics UTHR 0.92 $109.77 $100.88 0.7% 7.8% 11.0 0.0% 90% 43 78 14.2%
Vodafone VOD 4.03 $29.58 $119.33 0.8% 4.7% 20.0 4.8% 52% 14 40 12.1%
Western Digital WDC 1.18 $85.92 $101.12 0.7% 2.9% 7.7 2.4% 52% 60 76 7.8%
WPP WPP 1.23 $78.35 $96.56 0.7% 4.8% 14.0 2.8% 97% 77 88 14.6%
Exxon Mobil XOM 1.27 $79.50 $100.65 0.7% 7.3% 19.5 3.1% 99% 43 76 9.9%


MIPAR 7.5%  
Sweet Spot 12.5% - 17.5%  

Portfolio Averages

PAR 11.5%
Quality 81.5
Growth 9.8%
P/E Ratio 19.7
Yield 1.3%
Fin Strength 72%
EPS Stability 67