Fave Five (1/29/2016)
This week’s Fave Five is a tribute to the letter “A”. Apple, Aunt Annie’s Alligator, A, A, A. (Can you tell we have a 15-month-old grandson?)
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 Akamai Tech (AKAM), Apple (AAPL), Astronics (ATRO), Alliance Data Systems (ADS), and PRA Group (PRAA).
Context: The median 1-year total return forecast (via ACE) for the Value Line 1700 is 26.4%. The median 5-year return forecast (MIPAR) is 9.5% (annualized).
The Long and Short of This Week’s Fave Five
The relative return for the Weekend Warrior tracking portfolio is +2.2% since inception. 57.6% 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