Fave Five (6/17/2016)

Fave Five (6/17/2016)

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)
  • Shire plc (SHPG)
  • Simulations Plus (SLP)
  • Synaptics (SYNA)
  • Under Armour (UA)

Context: The median 1-year total return forecast (via ACE) for the Value Line 1700 is 10.5%. The median 5-year return forecast for $VLE is 5.5% (annualized).

The Long and Short of This Week’s Fave Five

The Long & Short. (June 17, 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 -0.3% since inception. 48.9% of selections have outperformed the Wilshire 5000 since original selection.

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

The position in Comtech Telecommunications (CMTL) was closed on a drop to -20% relative return this week.

Cmtl warriors transaction 20160613

We do have a few companies nearing the “hot seat” for the right reasons — prices up, return forecast approaching the average forecast (MIPAR).

Warrior dash 20160617

Fave Five (4/8/2016)

The tracking portfolio has an excess return of +20.4% since inception and 60% of selections have outperformed the Wilshire 5000.

Fave Five (4/8/2016)

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

  • Celgene (CELG)
  • Raymond James (RJF)
  • Shire PLC (SHPG)
  • Stifel Financial (SF)
  • United Therapeutics (UTHR)

Context: The median 1-year total return forecast (via ACE) for the Value Line 1700 is 9.3%. The median 5-year return forecast (MIPAR) is 7.4% (annualized).

The Long and Short of This Week’s Fave Five

The Long & Short. (April 8, 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 +20.4% 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