Public Dashboard: Kemnitzer, Norm "Badger"

06/01/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Enbridge Inc ENB 1964.39 $38.46 $75,550.25 9.6%
VIVO 3786.16
Averages $784,858.91 7.2% 20.4 2.0% 81% 57 68.3 11.2%
CarGurus* CARG 2479.42 $31.34 $77,705.05 9.9% 6.3% 28.4 0.0% 72% 39 48 17.6%
Dorchester Minerals* DMLP 3531.07 $26.77 $94,526.82 12.0% 0.4% 13.3 10.0% 78% 89 77 13.9%
Emergent BioSolutions EBS 1845.29 $6.32 $11,662.24 1.5% 0.7% 25.0 0.0% 4% 3 4 12.2%
Evercore Partners EVR 661.27 $231.49 $153,077.62 19.5% 8.1% 15.6 2.0% 90% 33 56 7.6%
LGI Homes LGIH 663.48 $50.10 $33,240.45 4.2% 4.8% 10.5 0.0% 18% 56 35 14.9%
Medifast MED 427.61 $14.07 $6,016.53 0.8% 1.0% 22.3 0.0% 67% 5 16 0.2%
Meta Platforms [Facebook] META 258.00 $647.49 $167,051.13 21.3% 14.4% 22.7 0.4% 99% 80 98 9.7%
Nucor Corp NUE 744.18 $109.36 $81,383.63 10.4% 3.4% 12.8 1.5% 95% 41 70 16.4%
Semler Scientific* SMLR 1041.41 $40.00 $41,656.24 5.3% 7.0% 37.1 0.0% 31% 51 49 2.8%
West Pharm. Svcs. WST 203.88 $210.85 $42,988.94 5.5% 4.7% 34.1 0.2% 99% 70 81 8.8%


MIPAR 9.7%  
Sweet Spot 14.7% - 19.7%  
Portfolio Averages
PAR 11.2%
Quality 68.3
Growth 7.2%
P/E Ratio 20.4
Yield 2.0%
Fin Strength 81%
EPS Stability 57