Fave Five (7/28/2017)

Fave Five (7/28/2017)

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. The average 1-year ACE total return forecast is 8.2%.

The Fave Five This Week

  • Dick’s Sporting Goods (DKS)
  • Five Below (FIVE)
  • KKR (KKR)
  • Lam Research (LCRX)
  • Western Digital (WDC)

The Long and Short of This Week’s Fave Five

The Long & Short. (July 28, 2017) Projected Annual Return (PAR): Long term return forecast based on fundamental analysis and five year time horizon. Quality Ranking: Percentile ranking of composite that includes financial strength, earnings stability and relative growth & profitability. VL Low Total Return (VLLTR): Low total return forecast based on 3-5 year price targets via Value Line Investment Survey. Morningstar P/FV: Ratio of current price to fundamentally-based fair value via www.morningstar.com S&P P/FV: Current price-to-fair value ratio via Standard & Poor’s. 1-Year ACE Outlook: Total return forecast based on analyst consensus estimates for 1-year target price combined with current yield. The data is ranked (descending order) based on this criterion. 1-Year S&P Outlook: 1-year total return forecast based on S&P 1-year price target. 1-Yr GS: 1-year total return forecast based on most recent price target issued by Goldman Sachs.

Fave Five Legacy (Tracking Portfolio)

The relative/excess return for the Fave Five tracking portfolio is +0.6% since inception. 43.7% of selections have outperformed the Wilshire 5000 since original selection. The absolute annualized rate of return is 15.9%.

Tracking Dashboard: https://www.manifestinvesting.com/dashboards/public/fave-five

Fave Five (12/28/2015)

Fave Five

Here are five stocks that could be studied over the Christmas holidays. 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 Team Health (TMH), Hain Celestial (HAIN), Dick’s Sporting Goods (DKS), Under Armour (UA) and Apple (AAPL).

Context: The median 1-year total return forecast (via ACE) is 21.0%. The median 5-year return forecast (MIPAR) is 7.7% (annualized).

The Long and Short of This Week’s Fave Five

  • Team Health (TMH) is the supplier of outsourced healthcare professional staffing and administrative services to hospitals and other healthcare providers in the United States.

Weekend Warriors

The relative return for the Weekend Warrior tracking portfolio is +0.1% 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