Public Dashboard: Round Table

Repeats 15x:CTSH 11x:BKNG 9x:ULTA 8x:AAPL,AL 7x:ARDX,SCHW 6x:GNTX,MMS 5x:BIIB,CHRW,EPAM,GOOG,IPGP,MSFT 4x:AFL,BMY,FLT,IIVI,ILMN,NVO,OLED 3x:DG,FAST,FIVE,FWRD,LGIH,NCLH,PRLB,PYPL,REGN,SBUX,TROW,LCII 2x:ALRM,AMZN,ATD-B-TO,BSTC,CERN,DOW,EBAY,INFY,LMAT,MIDD,MKSI,NEOG,RMD,SWKS,TJX,WH

12/08/2019
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $450,635.23 11.8% 25.2 0.9% 81% 75 87.7 12.1%
Apple AAPL 118.78 $270.71 $32,154.66 7.1% 7.8% 15.0 1.5% 89% 97 99 8.4%
AFLAC AFL 236.75 $52.99 $12,545.22 2.8% 13.7% 14.2 1.9% 75% 40 84 13.8%
Air Lease* AL 231.76 $46.84 $10,855.50 2.4% 15.9% 9.0 0.7% 68% 64 96 14.6%
Alarm.com* ALRM 46.54 $43.24 $2,012.43 0.4% 15.7% 27.0 0.0% 55% 48 61 15.1%
Amgen AMGN 7.50 $233.77 $1,752.57 0.4% 5.1% 13.0 2.3% 96% 92 91 7.6%
Amazon.com AMZN 6.81 $1,751.60 $11,924.89 2.6% 18.3% 48.0 0.0% 97% 45 95 22.3%
Ardelyx* ARDX 2118.02 $6.53 $13,830.70 3.1% 25.0% 78.0 0.0% 7% 0 6 16.4%
Aliment. Couche-Tard ATD-B-TO 48.73 $43.81 $2,134.95 0.5% 11.4% 13.0 0.7% 74% 75 98 12.9%
Acuity Brands AYI 7.41 $133.80 $991.19 0.2% 7.9% 14.0 0.3% 81% 59 83 9.4%
Biogen BIIB 21.55 $300.26 $6,469.70 1.4% 7.1% 11.0 0.0% 76% 77 79 11.9%
Booking BKNG 9.90 $1,930.27 $19,117.39 4.2% 12.4% 20.0 0.0% 96% 96 100 16.0%
Bristol-Myers Squibb BMY 78.71 $59.95 $4,718.48 1.0% 6.0% 11.0 2.5% 97% 64 82 11.7%
BioSpecifics Technologies* BSTC 41.93 $55.36 $2,321.13 0.5% 13.7% 22.0 0.0% 46% 52 68 17.8%
Cerner CERN 39.69 $71.29 $2,829.50 0.6% 5.7% 22.0 1.0% 95% 96 87 5.7%
CH Robinson CHRW 98.26 $76.02 $7,470.03 1.7% 5.8% 17.0 1.9% 99% 92 84 9.6%
Costco Wholesale COST 20.77 $294.95 $6,125.82 1.4% 7.9% 28.0 1.2% 99% 93 91 7.2%
Guggenheim US Spin-Off CSD 22.27 $48.41 $1,078.14 0.2% 7.3% 20.9 0.8% 55% 62 57 7.5%
Cognizant Technology CTSH 357.16 $62.66 $22,379.65 5.0% 9.2% 17.0 1.1% 96% 96 99 13.5%
Dollar General DG 42.46 $154.72 $6,569.41 1.5% 8.2% 17.0 1.0% 98% 98 99 5.9%
Dow DOW 49.39 $53.22 $2,628.64 0.6% 2.8% 9.0 4.0% 72% 70 63 6.8%
eBay Inc. EBAY 85.30 $34.86 $2,973.56 0.7% 4.4% 13.0 1.5% 76% 89 93 8.0%
EPAM Systems EPAM 51.75 $209.91 $10,862.84 2.4% 22.4% 36.0 0.0% 76% 72 97 16.1%
Fastenal FAST 152.62 $35.94 $5,485.20 1.2% 7.9% 23.0 2.7% 97% 98 100 9.0%
FaceBook FB 7.41 $201.05 $1,489.18 0.3% 22.5% 22.0 0.0% 85% 51 95 22.7%
FedEx Corp FDX 6.98 $156.61 $1,093.29 0.2% 6.4% 12.0 0.8% 98% 77 86 12.4%
Five Below FIVE 40.87 $124.20 $5,076.55 1.1% 21.2% 34.0 0.0% 81% 73 93 18.1%
FleetCor Technologies FLT 24.71 $307.78 $7,603.70 1.7% 11.5% 21.0 0.0% 90% 78 99 8.6%
Forward Air FWRD 58.10 $69.41 $4,032.93 0.9% 10.5% 19.0 1.0% 98% 90 98 13.4%
Gentex GNTX 405.46 $28.71 $11,640.73 2.6% 8.2% 15.0 1.7% 98% 90 99 9.2%
Alphabet (Google) GOOG 7.31 $1,340.62 $9,793.23 2.2% 17.6% 25.0 0.0% 98% 90 95 15.9%
Global Payments GPN 51.80 $176.66 $9,150.99 2.0% 8.3% 30.0 0.5% 72% 72 92 6.6%
II-VI IIVI 119.02 $29.18 $3,472.92 0.8% 15.3% 17.0 0.4% 51% 59 79 18.3%
Illumina ILMN 26.14 $326.47 $8,535.23 1.9% 13.2% 44.0 0.0% 62% 58 87 12.1%
Infosys Tech INFY 320.49 $9.94 $3,185.67 0.7% 8.0% 16.0 3.1% 88% 80 98 11.2%
IONIS Pharma IONS 22.89 $64.61 $1,479.18 0.3% -2.3% 37.0 0.0% 9% 15 4 -3.4%
IPG Photonics IPGP 44.70 $141.98 $6,345.94 1.4% 5.9% 22.0 0.0% 95% 81 90 5.5%
LCI Industries LCII 22.72 $105.17 $2,389.67 0.5% 10.3% 13.0 2.1% 59% 80 73 12.4%
LGI Homes* LGIH 92.71 $73.98 $6,858.46 1.5% 19.6% 12.9 0.0% 39% 59 40 13.9%
LeMaitre Vascular* LMAT 72.43 $34.93 $2,530.12 0.6% 10.5% 29.0 0.0% 55% 43 76 12.3%
Limoneira* LMNR 50.72 $21.25 $1,077.72 0.2% 8.2% 25.0 1.0% 28% 36 60 9.4%
Middleby MIDD 16.47 $112.90 $1,859.91 0.4% 11.1% 17.0 0.0% 73% 94 98 15.1%
MKS Instruments MKSI 25.03 $108.22 $2,708.75 0.6% 13.3% 19.0 0.5% 82% 46 89 10.3%
Maximus MMS 123.92 $74.62 $9,246.84 2.1% 12.7% 15.0 1.1% 90% 98 96 15.3%
Merit Medical Systems* MMSI 28.99 $29.14 $844.65 0.2% 6.2% 18.0 0.0% 59% 56 45 9.1%
Mosaic MOS 39.72 $19.08 $757.76 0.2% 6.5% 14.0 1.1% 50% 17 41 15.8%
Microsoft MSFT 219.88 $151.75 $33,367.25 7.4% 8.5% 28.0 1.5% 99% 93 98 9.5%
Norwegian Cruise NCLH 62.58 $54.71 $3,423.86 0.8% 8.9% 9.0 0.0% 51% 60 77 12.6%
Neogen NEOG 54.76 $67.63 $3,703.22 0.8% 7.2% 50.0 0.0% 70% 92 89 6.2%
Netease.com* NTES 22.39 $309.67 $6,933.82 1.5% 10.8% 20.0 0.0% 62% 21 39 9.7%
NVIDIA Corp. NVDA 7.51 $212.17 $1,592.55 0.4% 15.3% 26.0 0.3% 94% 39 95 10.7%
Novo Nordisk NVO 94.57 $56.74 $5,365.96 1.2% 5.0% 18.0 2.2% 91% 92 84 6.6%
Universal Display OLED 127.95 $193.75 $24,789.73 5.5% 21.3% 49.0 0.4% 67% 46 97 16.7%
Proto Labs* PRLB 39.19 $96.41 $3,778.02 0.8% 6.7% 36.0 0.0% 79% 87 78 7.1%
PayPal PYPL 86.33 $104.34 $9,008.09 2.0% 17.5% 37.0 0.0% 81% 57 88 15.9%
Regeneron Pharma REGN 9.77 $372.26 $3,638.47 0.8% 16.8% 20.0 0.0% 89% 46 79 21.5%
Roche Holdings* RHHBY 71.87 $38.57 $2,771.91 0.6% 6.0% 16.0 3.0% 81% 90 80 10.4%
ResMed RMD 77.60 $150.59 $11,686.09 2.6% 9.8% 28.0 2.0% 92% 94 96 5.9%
Starbucks SBUX 53.83 $86.32 $4,646.26 1.0% 10.1% 25.0 2.0% 82% 89 95 13.0%
Schwab Charles SCHW 165.60 $48.95 $8,106.12 1.8% 9.7% 21.0 1.3% 94% 63 86 14.2%
SEI Investments SEIC 59.22 $64.39 $3,813.24 0.8% 7.0% 18.0 1.0% 88% 92 98 8.7%
Stella-Jones SJ-TO 23.40 $36.68 $858.42 0.2% 7.4% 19.0 1.0% 70% 78 71 13.0%
Skechers SKX 36.08 $39.74 $1,433.62 0.3% 13.9% 14.0 0.0% 75% 81 96 15.0%
Simulations Plus* SLP 49.50 $32.57 $1,612.35 0.4% 17.3% 47.0 1.2% 55% 86 91 12.4%
Skyworks Solutions SWKS 25.66 $101.36 $2,600.69 0.6% 6.7% 12.0 1.8% 79% 55 84 7.5%
TJX Companies TJX 41.56 $59.84 $2,486.71 0.6% 7.2% 17.0 1.8% 100% 98 100 8.5%
Total S.A. TOT 18.37 $52.98 $973.14 0.2% 3.8% 10.5 4.2% 85% 84 78 13.2%
Price T. Rowe TROW 42.17 $123.90 $5,225.23 1.2% 9.6% 16.0 2.5% 95% 93 99 11.0%
Tyson Foods TSN 25.44 $89.45 $2,275.97 0.5% 6.5% 11.4 1.8% 95% 46 78 8.3%
Texas Roadhouse TXRH 16.58 $57.15 $947.60 0.2% 11.3% 20.0 1.7% 81% 96 93 15.2%
Ulta Beauty ULTA 46.77 $262.20 $12,261.78 2.7% 10.6% 19.0 0.0% 79% 86 97 11.4%
United Therapeutics UTHR 8.89 $91.61 $814.69 0.2% 4.8% 8.0 0.0% 94% 58 75 9.2%
Wyndham Hotels & Resorts WH 36.46 $58.02 $2,115.41 0.5% 6.2% 22.0 0.0% 31% 95 23 19.5%


MIPAR 8.4%  
Sweet Spot 13.4% - 18.4%  

Portfolio Averages

PAR 12.1%
Quality 87.7
Growth 11.8%
P/E Ratio 25.2
Yield 0.9%
Fin Strength 81%
EPS Stability 75