Fave Five (1/22/2016)

Fave Five (1/22/2016)

This week’s Fave Five includes (4) repeat selections and one recent favorite, the #1 ranked company in this year’s Best Small Companies listing a couple of months ago.

Our Fave Five essentially represents 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 Apple (AAPL), Cognizant Technology (CTSH), Forward Air (FWRD), F5 Networks (FFIV), and Under Armour (UA).

Context: The median 1-year total return forecast (via ACE) for the Value Line 1700 is 32.0%. The median 5-year return forecast (MIPAR) is 9.9% (annualized).

The Long and Short of This Week’s Fave Five

Weekend Warriors

The relative return for the Weekend Warrior tracking portfolio is +2.6% since inception. 60.0% of selections have outperformed the Wilshire 5000 since original selection.

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)
  • Forward Air (FWRD)
  • 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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