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Public Dashboard: Salem, Dwayne

08/29/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
KLA 0.00
Cash $100,000.00 8.7% 4.0% 4.0%
Averages $1,154,085.89 12.9% 42.9 0.9% 75% 70 84.2 6.8%
Amazon.com AMZN 210.37 $231.60 $48,720.97 4.2% 11.2% 40.2 0.0% 96% 48 75 10.2%
Amphenol Corp APH 706.41 $111.94 $79,076.01 6.9% 14.6% 30.1 1.0% 83% 97 100 7.5%
Arm Holdings ARM 313.38 $142.55 $44,672.52 3.9% 20.9% 44.0 0.0% 78% 100 100 8.9%
ASML ASML 67.63 $763.46 $51,633.28 4.5% 14.1% 19.8 1.0% 99% 97 99 10.8%
GE Vernova GEV 0.00 $633.69 $0.00 0.0% 7.8% 36.9 0.0% 58% 67 62 -2.4%
Alphabet (Google) GOOG 243.19 $212.37 $51,646.40 4.5% 10.8% 25.3 0.4% 97% 88 93 8.7%
Kratos Defense & Security KTOS 1498.35 $68.51 $102,652.08 8.9% 11.9% 32.4 0.0% 28% 45 56 -7.2%
Lilly Eli LLY 61.65 $731.96 $45,122.55 3.9% 16.5% 24.9 1.0% 92% 78 100 9.5%
Lam Research LRCX 616.90 $104.09 $64,213.45 5.6% 9.3% 21.6 1.1% 86% 99 93 6.3%
Lululemon Athletica LULU 120.71 $205.08 $24,756.16 2.1% 6.3% 20.2 0.0% 87% 96 96 14.8%
MRC Global* MRC 3405.99 $15.34 $52,247.96 4.5% -1.0% 13.0 0.0% 15% 44 8 -3.7%
Microsoft MSFT 120.46 $509.64 $61,393.53 5.3% 13.6% 31.3 0.8% 82% 91 97 9.6%
Netflix NFLX 51.19 $1,231.45 $63,037.49 5.5% 11.9% 41.9 0.6% 77% 59 99 10.5%
NVIDIA Corp. NVDA 416.42 $180.17 $75,027.07 6.5% 17.9% 28.8 0.2% 99% 67 100 8.7%
Quanex NX 2380.95 $21.37 $50,880.95 4.4% 12.9% 9.4 1.3% 47% 57 71 19.3%
Palantir Technologies PLTR 606.13 $158.12 $95,841.92 8.3% 22.3% 207.6 0.0% 78% 20 80 1.3%
Schlumberger SLB 1241.31 $36.48 $45,283.02 3.9% 8.5% 10.8 1.7% 65% 68 97 16.8%
Thermo Fisher Sci TMO 83.65 $489.74 $40,965.29 3.5% 4.7% 24.9 0.3% 76% 75 69 5.9%
Taiwan Semi TSM 238.87 $238.27 $56,915.25 4.9% 12.2% 17.1 1.0% 97% 92 100 12.0%


MIPAR 8.2%  
Sweet Spot 13.2% - 18.2%  
Portfolio Averages
PAR 6.8%
Quality 84.2
Growth 12.9%
P/E Ratio 42.9
Yield 0.9%
Fin Strength 75%
EPS Stability 70

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Legend
Quality Legend:
Blue Excellent with quality greater than 80.
Green Good with quality between 60 and 80.
Neutral Average or below average with quality between 20 and 60.
Red Poor with quality less than 20.
Companies with less than 10 years of history are penalized by 5 points per year.
PAR Legend:
Green PAR is within the target range of MIPAR +5-10%, currently 5.1%-10.1%
Yellow PAR is above the target range of MIPAR +10%, currently 10.1%
PAR Projected Annual Return
MIPAR The Manifest Investing Median PAR of all stocks in the database.
Company Name Legend:
* Not covered by Value Line Standard Edition.
b Uses price-to-book value for valuation purposes.
P/CF Uses price-to-cash flow for valuation.