Our first Fave Five for 2016 — in the face of staggering downside pressure — are five stocks with solid long-term perspectives … relatively stable profitability trends and expectations … and top shelf financial strength. 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 Scripps Networks (SNI), Stericycle (SRCL), Cognizant Technology (CTSH), Priceline (PCLN) and Apple (AAPL).
Context: The median 1-year total return forecast (via ACE) is 18.0%. The median 5-year return forecast (MIPAR) is 9.4% (annualized).
The Long and Short of This Week’s Fave Five
The relative return for the Weekend Warrior tracking portfolio is +0.9% since inception. 53.3% 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)
- Scripps Networks (SNI)
- 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