Public Dashboard: Robertson, Lisa

06/01/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
AMOT 2699.06
Averages $764,524.94 4.3% 16.3 1.5% 58% 59 51.3 9.8%
CoreCard* CCRD 2862.05 $26.40 $75,558.09 9.9% 3.6% 23.0 0.0% 61% 36 34 6.7%
Carriage Services CSV 2031.02 $43.50 $88,349.20 11.6% 1.8% 15.3 1.0% 23% 56 35 4.7%
Cavco Industries* CVCO 364.46 $433.60 $158,027.17 20.7% 6.8% 19.5 0.0% 67% 75 63 7.2%
EOG Resources EOG 885.58 $108.57 $96,147.75 12.6% 3.6% 16.3 2.4% 91% 56 72 17.5%
Hexcel HXL 1875.75 $52.89 $99,208.63 13.0% 7.2% 23.2 1.1% 54% 51 60 13.2%
Int'l Money Express* IMXI 6265.66 $11.03 $69,110.27 9.0% 3.4% 7.2 0.0% 56% 95 59 12.9%
LCI Industries LCII 822.57 $87.14 $71,678.84 9.4% 2.6% 15.9 3.8% 67% 55 42 11.9%
Medifast MED 513.14 $14.07 $7,219.82 0.9% 1.0% 22.3 0.0% 67% 5 16 0.2%
Nexstar Media NXST 582.24 $170.42 $99,225.17 13.0% 3.2% 6.5 4.4% 37% 47 36 7.3%


MIPAR 9.7%  
Sweet Spot 14.7% - 19.7%  
Portfolio Averages
PAR 9.8%
Quality 51.3
Growth 4.3%
P/E Ratio 16.3
Yield 1.5%
Fin Strength 58%
EPS Stability 59