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Public Dashboard: Round Table

Repeats 15x:CTSH 10x:BKNG 9x:CVS,QCOM 8x:AAPL 7x:ULTA 6x:ADS,GNTX,MMS 5x:AL,BIIB,CHRW,IPGP,MSFT,OLED 4x:AFL,BMY,BP,EPAM,FLT,ILMN,NVO 3x:ARDX,DG,FAST,FIVE,GOOG,LGIH,NCLH,PRLB,PYPL,SBUX,TROW,LCII,SLP 2x:ALRM,AMZN,CBM,CBRE,CERN,COHR,EBAY,IIVI,INFY,LMAT,MIDD,NEOG,PSMT,RMD,SCHW,SPGI,SWKS,TJX,WAL,WH

02/24/2019
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $400,801.89 11.4% 21.6 1.0% 84% 76 88.3 11.6%
Apple AAPL 116.56 $172.97 $20,160.69 5.0% 8.1% 10.0 1.5% 91% 91 98 10.6%
Alliance Data Systems ADS 27.58 $174.06 $4,799.88 1.2% 12.1% 8.0 1.2% 84% 97 95 16.1%
AFLAC AFL 230.27 $48.75 $11,225.42 2.8% 11.4% 13.1 2.1% 68% 59 89 11.7%
Air Lease* AL 148.81 $38.23 $5,688.97 1.4% 13.6% 8.0 0.7% 59% 85 97 14.5%
Alarm.com* ALRM 46.54 $65.09 $3,029.35 0.8% 13.7% 37.0 0.0% 60% 56 50 12.5%
Amgen AMGN 7.22 $187.50 $1,353.94 0.3% 5.1% 12.0 2.4% 96% 90 92 8.5%
Amazon.com AMZN 6.81 $1,631.56 $11,107.66 2.8% 18.8% 45.0 0.0% 97% 33 89 12.7%
Ardelyx* ARDX 857.99 $2.71 $2,325.15 0.6% 20.0% 53.0 0.0% 60% 0 14 27.4%
Acuity Brands AYI 7.37 $130.63 $962.74 0.2% 9.4% 14.0 0.3% 80% 61 87 10.6%
Baidu BIDU 4.82 $167.17 $805.43 0.2% 16.5% 24.0 0.0% 95% 18 67 22.2%
Biogen BIIB 21.53 $325.33 $7,005.01 1.7% 6.7% 16.0 0.0% 88% 81 84 10.1%
Booking BKNG 9.32 $1,910.52 $17,802.23 4.4% 13.8% 19.0 0.0% 95% 94 100 13.8%
Bristol-Myers Squibb BMY 75.60 $50.98 $3,853.83 1.0% 6.0% 18.0 2.2% 83% 57 74 12.7%
BP plc BP 151.46 $42.46 $6,430.91 1.6% 7.7% 12.2 4.0% 84% 17 51 14.5%
Cambrex CBM 39.25 $40.35 $1,583.91 0.4% 10.8% 17.0 0.0% 57% 42 45 17.5%
CBRE Group CBRE 42.55 $50.87 $2,164.42 0.5% 8.0% 12.0 0.0% 56% 93 62 6.4%
Cerner CERN 39.49 $57.73 $2,279.53 0.6% 7.1% 23.0 0.0% 97% 96 90 9.7%
CH Robinson CHRW 95.43 $91.94 $8,774.20 2.2% 6.1% 17.0 1.8% 100% 87 84 6.5%
Coherent COHR 12.65 $136.59 $1,728.41 0.4% 4.1% 13.0 0.0% 36% 67 55 6.1%
Costco Wholesale COST 20.52 $216.29 $4,438.92 1.1% 6.8% 28.0 1.1% 97% 95 88 7.7%
Guggenheim US Spin-Off CSD 21.91 $51.58 $1,130.17 0.3% 8.4% 22.8 0.7% 66% 61 51 7.4%
Cognizant Technology CTSH 351.91 $72.38 $25,470.96 6.4% 10.1% 18.0 1.1% 100% 99 100 13.7%
CVS Health CVS 131.62 $61.95 $8,153.86 2.0% 6.7% 12.0 2.8% 100% 98 87 17.4%
Dollar General DG 41.79 $118.38 $4,946.51 1.2% 7.9% 16.0 1.1% 96% 98 98 8.0%
eBay Inc. EBAY 90.25 $37.49 $3,383.40 0.8% 6.8% 13.0 0.0% 89% 87 97 5.9%
EPAM Systems EPAM 46.25 $158.61 $7,335.55 1.8% 20.0% 32.0 0.0% 85% 78 98 13.3%
Extra Space Storage EXR 14.22 $94.56 $1,344.93 0.3% 5.4% 25.0 3.5% 93% 41 86 8.4%
Fastenal FAST 73.26 $62.66 $4,590.53 1.1% 6.9% 18.0 2.7% 98% 94 99 6.2%
FaceBook FB 7.41 $161.89 $1,199.12 0.3% 16.5% 23.0 0.0% 93% 41 91 19.6%
Five Below FIVE 40.87 $124.77 $5,099.85 1.3% 17.2% 31.0 0.0% 91% 73 99 9.6%
FleetCor Technologies FLT 24.70 $228.43 $5,643.13 1.4% 12.2% 19.0 0.0% 84% 78 99 10.8%
Liberty Formula One C FWONK 56.50 $32.18 $1,818.07 0.5% 7.0% 12.0 0.0% 37% 0 1 16.1%
Forward Air FWRD 22.54 $66.92 $1,508.64 0.4% 12.1% 18.0 0.8% 70% 88 94 11.5%
Gentex GNTX 395.28 $20.11 $7,949.12 2.0% 9.0% 12.0 1.8% 96% 83 99 11.6%
Alphabet (Google) GOOG 5.64 $1,110.37 $6,264.71 1.6% 12.9% 24.0 0.0% 98% 90 95 14.0%
Global Payments GPN 51.78 $127.73 $6,613.86 1.7% 10.9% 33.0 0.1% 84% 56 91 6.5%
Healthcare Services HCSG 21.41 $40.28 $862.23 0.2% 10.6% 22.0 1.9% 93% 82 88 11.8%
Health Insurance Innovations* HIIQ 27.11 $45.69 $1,238.56 0.3% 18.2% 14.0 0.0% 37% 30 71 18.8%
II-VI IIVI 59.56 $41.53 $2,473.36 0.6% 13.9% 16.0 0.4% 51% 65 85 14.0%
Illumina ILMN 26.14 $301.06 $7,870.91 2.0% 15.6% 45.0 0.0% 94% 52 96 13.1%
Infosys Tech INFY 152.49 $10.63 $1,621.01 0.4% 7.8% 14.0 2.3% 93% 96 100 9.2%
IONIS Pharma IONS 22.89 $58.76 $1,345.25 0.3% 20.8% 41.0 0.0% 14% 13 9 12.7%
IPG Photonics IPGP 44.70 $156.43 $6,991.80 1.7% 9.6% 19.0 0.0% 97% 95 98 8.5%
LCI Industries LCII 21.80 $83.65 $1,823.24 0.5% 11.7% 10.0 1.2% 89% 73 85 13.4%
LGI Homes* LGIH 92.71 $61.96 $5,744.13 1.4% 19.8% 10.2 0.0% 15% 55 30 16.7%
LKQ Corp LKQ 52.62 $27.33 $1,438.05 0.4% 6.4% 14.0 0.0% 78% 99 86 13.0%
LeMaitre Vascular* LMAT 71.63 $29.67 $2,125.38 0.5% 11.8% 26.0 0.0% 60% 53 85 9.8%
McKesson MCK 14.45 $131.49 $1,899.77 0.5% 5.4% 12.0 0.6% 96% 95 84 11.1%
Middleby MIDD 16.47 $119.23 $1,964.20 0.5% 11.6% 17.0 0.0% 89% 96 99 12.6%
MKS Instruments MKSI 13.63 $84.55 $1,152.67 0.3% 14.4% 13.0 0.5% 30% 53 83 17.1%
Maximus MMS 122.08 $72.30 $8,826.38 2.2% 12.1% 19.0 0.9% 95% 97 96 13.4%
Microsoft MSFT 215.59 $110.97 $23,923.58 6.0% 7.8% 23.0 2.0% 99% 89 97 9.2%
Norwegian Cruise NCLH 62.58 $55.35 $3,463.91 0.9% 8.0% 11.0 0.0% 36% 54 74 11.0%
Neogen NEOG 54.76 $62.94 $3,446.41 0.9% 12.1% 49.0 0.0% 73% 84 95 11.6%
Netease.com* NTES 21.58 $222.65 $4,803.67 1.2% 22.5% 18.0 0.0% 37% 24 58 29.9%
NVIDIA Corp. NVDA 7.48 $159.19 $1,191.06 0.3% 16.1% 21.0 0.3% 97% 37 96 15.5%
Novo Nordisk NVO 92.27 $49.78 $4,593.40 1.1% 4.7% 17.0 2.1% 93% 90 88 7.1%
Universal Display OLED 139.62 $145.77 $20,352.41 5.1% 21.3% 40.0 0.3% 76% 55 98 5.7%
Proto Labs* PRLB 39.19 $113.18 $4,435.18 1.1% 18.5% 37.0 0.0% 76% 86 97 14.4%
PriceSmart PSMT 24.24 $63.56 $1,540.82 0.4% 8.6% 19.0 1.1% 36% 81 72 14.4%
PayPal PYPL 86.33 $95.98 $8,286.34 2.1% 15.9% 37.0 0.0% 67% 76 75 11.0%
Qualcomm QCOM 162.05 $53.12 $8,608.20 2.1% 5.5% 13.0 3.0% 94% 60 79 13.7%
Roche Holdings* RHHBY 59.14 $34.73 $2,053.83 0.5% 2.6% 16.0 3.0% 67% 92 49 7.1%
ResMed RMD 76.29 $101.24 $7,723.09 1.9% 9.7% 22.0 2.0% 96% 94 97 9.9%
Starbucks SBUX 52.45 $71.30 $3,739.83 0.9% 9.8% 21.0 2.0% 95% 88 97 11.5%
Schwab Charles SCHW 46.96 $46.17 $2,167.96 0.5% 12.7% 24.0 0.8% 83% 71 85 14.2%
SEI Investments SEIC 58.40 $52.65 $3,074.60 0.8% 7.4% 16.0 1.0% 93% 94 98 8.7%
Stella-Jones SJ-TO 23.04 $42.82 $986.62 0.2% 8.7% 19.4 1.0% 76% 77 85 10.9%
Skechers SKX 36.08 $33.78 $1,218.61 0.3% 13.0% 13.0 0.0% 31% 71 81 12.0%
Simulations Plus* SLP 146.70 $21.36 $3,133.51 0.8% 15.4% 35.0 1.2% 76% 87 94 13.0%
S&P Global SPGI 35.51 $201.88 $7,169.36 1.8% 6.1% 18.0 1.2% 86% 58 82 6.1%
Skyworks Solutions SWKS 24.82 $82.42 $2,045.58 0.5% 8.4% 10.0 1.4% 76% 51 85 11.4%
TJX Companies TJX 41.03 $50.35 $2,066.06 0.5% 7.0% 18.0 1.7% 100% 98 100 10.2%
Price T. Rowe TROW 40.74 $98.05 $3,994.36 1.0% 8.8% 15.0 2.3% 97% 91 99 13.2%
Tyson Foods TSN 24.78 $63.32 $1,569.01 0.4% 4.3% 11.6 1.6% 94% 53 73 11.9%
Ulta Beauty ULTA 38.41 $310.72 $11,934.44 3.0% 12.2% 23.0 0.0% 90% 81 98 10.6%
United Therapeutics UTHR 8.89 $118.30 $1,052.02 0.3% 4.9% 12.0 0.0% 90% 55 78 11.2%
Western Alliance* WAL 35.17 $46.75 $1,644.10 0.4% 11.4% 14.0 0.0% 57% 67 90 16.6%
Wyndham Hotels & Resorts WH 35.32 $54.29 $1,917.31 0.5% 13.0% 28.0 0.0% 37% 0 36 19.2%
Western Union WU 73.85 $17.83 $1,316.67 0.3% 3.1% 10.0 3.5% 59% 77 54 10.5%


MIPAR 8.0%  
Sweet Spot 13.0% - 18.0%  

Portfolio Averages

PAR 11.6%
Quality 88.3
Growth 11.4%
P/E Ratio 21.6
Yield 1.0%
Fin Strength 84%
EPS Stability 76