Fave Five (12/18/2015)

Fave Five

Here are five stocks that could be studied going into the weekend. They essentially represent a listing of stocks with favorable short term total return forecasts (1 year, according to Analyst Consensus Estimates, or ACE) combined with strong long-term return forecasts and good/excellent quality rankings. This week’s Top One Percenters are Inteliquent (IQNT), Team Health (TMH), Skyworks Solutions (SWKS), Magellan Midstream Partners (MMP) and Apple (AAPL).

Context: The median 1-year total return forecast (via ACE) is 18.3%. The median 5-year return forecast (MIPAR) is 8.3% (annualized).

  • Inteliquent (IQNT) was one of the more successful Round Table selections of the past few years as the company has rebounded from severe lows.
  • Team Health (TMH) is the supplier of outsourced healthcare professional staffing and administrative services to hospitals and other healthcare providers in the United States.
  • Magellan Midstream Partners (MMP) is embroiled in the oil patch wars. The company is engaged in the transportation, storage and distribution of refined petroleum products.

Weekend Warriors

The relative return for the Weekend Warrior tracking portfolio is -0.2% since inception.

Here are some links to fairly recent monthly stock features, Round Table discussions and/or analysis updates for companies in the tracking portfolio:

  • Apple (AAPL)
  • Stericycle (SRCL) Feb-2014 Round Table nomination by Nick Stratigos (starts at 18:33 of session)

Tracking Dashboard: https://www.manifestinvesting.com/dashboards/public/weekend-warriors

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