Round Table (November 2016)

November Round Table

Our Round Table, a monthly session featuring our favorite stock ideas right now in true round table fashion, was held November 29.

Stocks Discussed

  • CVS Health (CVS)
  • Infosys Tech (INFY)
  • Mercadolibre (MELI)

The stocks selected for this program over the last six years have collectively beaten the Wilshire 5000. The excess return (annualized) has been ranging from 2-3%. We seek actionable opportunities to study and pursue.

The agenda will also include a continuation of our selling decision concept based on relative return.

The round table knights include small company champion and Mid-Michigan Director Ken Kavula; Cy (MythBuster) Lynch; pharmaceutical scientist Hugh McManus; and Manifest Investing’s Mark Robertson who will analyze their favorite stocks. Guest damsels have included Anne Manning, Susan Maciolek and Kim Butcher. Guest knights who have jousted include Nicholas Stratigos, Herb Lemcool and Matt Spielman.

The audience selected CVS Health (CVS).

Positions closed/sold: Knight Transportation (KNX), Landauer (LDR), PRA Group (PRAA), US Physical Therapy (USPH)

The tracking portfolio has been updated at:

Rt poll 20161129

Value Line Low Total Return Screen (2/22/2013)

We can’t help but take a closer look at the “dent” put in the long-term forecast for Landauer (LDR) — a recent favorite and a stock that we’ve featured in a number of venues. Is there any cause for concern or muted expectations?

The return forecasts for all of the electric utilities in this update are pretty weak and to yield chasers out there … don’t forget to keep total return expectations in your framework. We’ll take closer look at the electric utility industry also.

It was also nice to see long-time community favorite II-VI (IIVI) get a boost this week.

Materially Stronger: Badger Meter (BMI), Cooper (COO), Cutera (CUTR), Idexx Labs (IDXX), Two Six II-VI (IIVI), Manitowac (MTW), Newport (NEWP), Oshkosh (OSK), Toyota Motors ( TM )

Materially Weaker: Excelon (EXC), First Energy (FE), Landauer (LDR), PPL (PPL)

Market Barometers

The Value Line low total return (VLLTR) forecast held steady at 7.3% this week.