Fave Five (6/10/2016)

Fave Five (6/10/2016)

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 Fave Five This Week

  • Aaron’s (AAN)
  • Biogen (BIIB)
  • Inteliquent (IQNT)
  • Simulations Plus (SLP)
  • Under Armour (UA)

Context: The median 1-year total return forecast (via ACE) for the Value Line 1700 is 10.4%. The median 5-year return forecast for $VLE is 6.4% (annualized).

The Long and Short of This Week’s Fave Five

The Long & Short. (June 10, 2016) 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.

Weekend Warriors

The relative return for the Weekend Warrior tracking portfolio is +6.7% since inception. 66.0% of selections have outperformed the Wilshire 5000 since original selection.

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

Fave Five (4/15/2016)

Fave Five (4/15/2016)

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 Fave Five This Week

  • Air Methods (AIRM)
  • Inteliquent (IQNT)
  • Maximus (MMS)
  • Perrigo (PRGO)
  • Steris (STE)

Context: The median 1-year total return forecast (via ACE) for the Value Line 1700 is 9.2%. The median 5-year return forecast (MIPAR) is 6.6% (annualized).

The Long and Short of This Week’s Fave Five

The Long & Short. (April 15, 2016) 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 Rhino Outlook: 1-year total return forecast based on most recent price target issued by Goldman Sachs, Merrill Lynch, JP Morgan Chase or Morgan Stanley.

Weekend Warriors

The relative return for the Weekend Warrior tracking portfolio is +20.2% since inception. 53.7% 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:

  • Aaron’s (AAN)
  • Apple (AAPL)
  • Biogen (YouTube video: BIIB discussion starts at 21:45 of the session)
  • 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

Fave Five (4/1/2016)

Fave Five (4/1/2016)

No fooling!

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 Fave Five This Week

  • Aaron’s (AAN)
  • Biogen (BIIB)
  • Celgene (CELG)
  • Inteliquent (IQNT)
  • United Therapeutics (UTHR)

Context: The median 1-year total return forecast (via ACE) for the Value Line 1700 is 13.3%. The median 5-year return forecast (MIPAR) is 6.9% (annualized).

The Long and Short of This Week’s Fave Five

Weekend Warriors

The relative return for the Weekend Warrior tracking portfolio is +5.1% since inception. 67.5% 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:

  • Aaron’s (AAN)
  • Apple (AAPL)
  • Biogen (YouTube video: BIIB discussion starts at 21:45 of the session)
  • 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

Fave Five (3/25/2016)

Fave Five (3/25/2016)

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 Fave Five This Week

  • Air Methods (AIRM)
  • Inteliquent (IQNT)
  • Jazz Pharma (JAZZ)
  • Stifel Financial (SF)
  • United Therapeutics (UTHR)

Context: The median 1-year total return forecast (via ACE) for the Value Line 1700 is 13.3%. The median 5-year return forecast (MIPAR) is 7.4% (annualized).

The Long and Short of This Week’s Fave Five

Weekend Warriors

The relative return for the Weekend Warrior tracking portfolio is +3.8% 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:

  • Aaron’s (AAN)
  • Apple (AAPL)
  • Biogen (YouTube video: BIIB discussion starts at 21:45 of the session)
  • 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

Fave Five (3/18/2016)

Fave Five (3/18/2016)

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 Fave Five This Week

  • Air Methods (AIRM)
  • Biogen (BIIB)
  • Celgene (CELG)
  • Inteliquent (IQNT)
  • Jazz Pharma (JAZZ)

Context: The median 1-year total return forecast (via ACE) for the Value Line 1700 is 18.9%. The median 5-year return forecast (MIPAR) is 6.8% (annualized).

The Long and Short of This Week’s Fave Five

Weekend Warriors

The relative return for the Weekend Warrior tracking portfolio is +5.1% since inception. 59.0% 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:

  • Aaron’s (AAN)
  • Apple (AAPL)
  • Biogen (YouTube video: BIIB discussion starts at 21:45 of the session)
  • 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

March Madness Market (64)

March Madness (Tournament)

Sometimes you just gotta do something “mindless” and holding a return-based elimination tournament of stocks over the next few weeks of March Madness seemed to fit the bill.

The (64) qualifiers are based on the highest 1-year total return forecasts according to the analyst consensus (ACE) with a minimum stock price of $9. In the first round, #1 plays #64, #2 plays #63, #3 plays #62, etc. There are some community and recently featured favorites such as Stifel Financial (SF), Vertex Pharma (VRTX), Michigan’s own Steelcase (SCS) and Inteliquent (IQNT). There are also “villains” like Valeant Pharma (VRX).  David Einhorn and Greenlight Capital (GLRE) have been red hot — can they extend the trend into the tournament?

The tracking dashboard for Week One is: https://www.manifestinvesting.com/dashboards/public/march-madness-64

March madness 64

Fave Five (3/11/2016)

Fave Five (3/11/2016)

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 Fave Five This Week

  • Aaron’s (AAN)
  • Air Methods (AIRM)
  • Argan (AGX)
  • Biogen (BIIB)
  • Inteliquent (IQNT)

Context: The median 1-year total return forecast (via ACE) for the Value Line 1700 is 22.2%. The median 5-year return forecast (MIPAR) is 7.7% (annualized).

The Long and Short of This Week’s Fave Five

Weekend Warriors

The relative return for the Weekend Warrior tracking portfolio is +5.9% since inception. 61.5% 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:

  • Aaron’s (AAN)
  • Apple (AAPL)
  • Biogen (YouTube video: BIIB discussion starts at 21:45 of the session)
  • 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

Fave Five (2/26/2016)

Fave Five (2/26/2016)

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 Fave Five This Week

  • Aaron’s (AAN)
  • Apple (AAPL)
  • Inteliquent (IQNT)
  • Jazz Pharmaceuticals (JAZZ)
  • Skyworks Solutions (SWKS)

Context: The median 1-year total return forecast (via ACE) for the Value Line 1700 is 25.9%. The median 5-year return forecast (MIPAR) is 8,5% (annualized).

The Long and Short of This Week’s Fave Five

Weekend Warriors

The relative return for the Weekend Warrior tracking portfolio is +3.2% since inception. 63.2% 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:

  • Aaron’s (AAN)
  • Apple (AAPL)
  • Biogen (YouTube video: BIIB discussion starts at 21:45 of the session)
  • 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

Fave Five (2/19/2016)

Fave Five (2/19/2016)

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 Fave Five This Week: Stifel Financial (SF), Astronics (ATRO), Aaron’s (AAN), Argan* (AGX) and Inteliquent (IQNT).

Context: The median 1-year total return forecast (via ACE) for the Value Line 1700 is 27.0%. The median 5-year return forecast (MIPAR) is 9.0% (annualized).

The Long and Short of This Week’s Fave Five

Number of analysts covering in parentheses.

Weekend Warriors

The relative return for the Weekend Warrior tracking portfolio is +1.6% since inception. 54.1% 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:

  • Aaron’s (AAN)
  • Apple (AAPL)
  • Biogen (YouTube video: BIIB discussion starts at 21:45 of the session)
  • 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

Fave Five (2/5/2016)

Fave Five (2/5/2016)

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 PRA Group* (PRAA), Astronics (ATRO), Inteliquent (IQNT), and Aaron’s (AAN).

Context: The median 1-year total return forecast (via ACE) for the Value Line 1700 is 25.8%. The median 5-year return forecast (MIPAR) is 9.2% (annualized).

The Long and Short of This Week’s Fave Five

Weekend Warriors

The relative return for the Weekend Warrior tracking portfolio is +1.3% since inception. 50.0% 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