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5 Top HighGrowth, LowVolatility

Wealth Builders
Navelliers

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A Letter From Louis Navellier


Welcome! If we havent had the pleasure of meeting or if you havent read my book,
The Little Book That Makes You Rich there are a few things you should know about
me upfront.
First, Im a bit of a nerd and a quant investor at heart. Second, Im an inveterate optimist
and very serious about growth investing. I believe this rare combination is what has allowed me to help investors consistently beat the market for decades.
(For what its worth, my private clients and even my critics seem to agree. Steve Forbes
calls my long-term track record as simply enviable, and The New York Times called me an
icon among growth investors.)
If we have spoken, or if you are familiar with my work, hello friend! A little of what Im
about to say will be familiar to you. But it sets the stage for the series of reports and recommendations youre about to receive. So Ill try to be brief.
The failure that changed led to millions
Every top-rated stock youll read about over the course of the next week owes its appearance in these pages to an unusual event that transpired back in 1979. Thats when my
graduate advisor at Cal State tasked me with a simple project:
Namely, to create a portfolio of stocks that could accurately track the broad market S&P
500 index without assuming excess risk. Try as I might, I failed. Again and again, my simple 8-factor model led to me a portfolio that BEAT the S&P 500.
This result was not only astonishing to my professors, it was impossible. At least according
to the latest academic theories. But it was possible. I know because I saw the result with
my own eyes.
Ive spent the last three decades refining this model, tweaking it as conditions warrant
and as secular fundamentals evolve. In that time, it helped me generate an eight-figure
family fortune and build a successful private wealth business.
More importantly, it helped Blue Chip Growth members beat the market by three to one;
Emerging Growth members by nine to one; and my Ultimate Growth members by an astonishing 25 to one.
Most recently, Im using it to grow and defend $3.4 million entrusted to me by my wife
Wendys family and to manage a second portfolio of my own money in full view of a small
number of investors like you.
Id love to tell you more about that
Including how you can join us by private invitation on Monday February 9, 2015. But first,

High Growth, Low Volatility Wealth Builders | Q1

lets get down to the business at hand. Just ahead youll find the five high-growth, low
volatility stocks I want you to consider for your portfolio right now.
All five were selected from a universe of more than 5,000 publicly traded stocks as bestpositioned to offer you outsized capital appreciation in 2015 without the volatility typically associated with high-growth stocks.
All five are also on my shortlist of companies Im considering as new purchases for my
real money Navellier Family Trust portfolio. Given that they are top-rated by my model,
you can add them to your portfolio with confidence this afternoon.
If like me, you can never get enough research or are always in search of new ideas
youll really appreciate this. In addition to my top five ideas, Ive included tear sheets for
nearly 200 of the next top ideas identified by my proprietary model.
Please have a look. And by all means keep your eye on your inbox for my next report, revealing five additional opportunities in this case, stocks that offer both the growth you
want and the dividend yield you need.
Then, if you are interested, be on the lookout for a personal message from me on Monday, February 9, 2015, including a time-sensitive invitation to join a small number of
investors in a remarkable adventure.
Until then, I hope you enjoy this report as much as I enjoyed producing it for you. Ill be
back in touch soon!

Sincerely,

Louis Navellier

High Growth, Low Volatility Wealth Builders | Q1

Atlantic Tele-Network, Inc. (ATNI)

Top 5

Company Profile
Atlantic Tele-Network, Inc., through its subsidiaries, provides wireless and wireline telecommunications
services in North America, Bermuda, and the Caribbean. The company operates through four segments: U.S.
Wireless, International Integrated Telephony, Island Wireless, and U.S. Wireline. Atlantic Tele-Network specializes in providing services to underserved or niche markets. Based in Beverly, MA, Atlantic Tele-Network
brought in over $290 million in revenue last fiscal year. ATNI pays a 1.7% annual dividend yield; it has paid
dividends consistently since going public in 1991.

12-Month Performance

My Ratings:

Str. Buy

$75
$70

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

$65
$60
$55
$50
Jan-14

Apr-14

Jul-14

Oct-14

Jan-15

Earnings in Review
Fundamental
Analysis

Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$1.13
151.16%
$324.90

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

$1.01
910.00%
$89.40

Upcoming Earnings
Next Earnings Date
3/3/2015
Long-Term Growth Rate 46.80%
This Year Revenue
$341.40

Key Statistics
Market Cap ($B)
$1.07
P/E Ratio
20.71

52-Week Range
$53.57 -$73.16
Dividend Yield
1.7%

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.61
45.70%
6.30%

Competitor Analysis
(Out of 48 companies in Diversified Telecom.)
#26 in Market Cap
#23 in Earnings Growth
#12 in Sales Growth
#36 in Long-Term Growth Rate

CubeSmart (CUBE)

Top 5

Company Profile
CubeSmart is an equity real estate investment trust (REIT), so by law it is required to pay out 90% of its taxable income to shareholders in the form of dividends. CUBE currently pays a 2.6% dividend yield. The firm
invests in the real estate markets of the United States. It engages in ownership, operation, acquisition and
development of self-storage facilities. It is the fourth largest owner and operator of self-storage facilities in
the U.S. currently. The firm was formerly known as U-Store-It Trust; it was founded in July 2004. With a workforce of 1,440, CubeSmart is based in Wayne, Pennsylvania.

My Ratings:

Str. Buy

12-Month Performance
$27
$25
$23

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

$21
$19
$17
$15
Jan-14

Apr-14

Jul-14

Oct-14

Jan-15

Earnings in Review
Fundamental
Analysis

Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.03
0.00%
$353.60

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

$0.05
66.70%
$95.20

Upcoming Earnings
Next Earnings Date
2/26/2015
Long-Term Growth Rate 128.20%
This Year Revenue
$414.60

Key Statistics
Market Cap ($B)
$3.31
P/E Ratio
154.14

52-Week Range
$15.40 -$21.64
Dividend Yield
2.6%

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.05
64.30%
17.70%

Competitor Analysis
(Out of 213 companies in REITs)
#67 in Market Cap
#21 in Earnings Growth
#59 in Sales Growth
#11 in Long-Term Growth Rate

DiamondRock Hospitality Co. (DRH)

Top 5

Company Profile
DiamondRock Hospitality Company, a lodging focused real estate company, owns premium hotels and resorts in North America. Based in Bethesda, Maryland DiamondRock Hospitality currently owns a portfolio of
27 hotels with approximately 11,000 rooms. Its hotels are located in gateway cities and destination resorts
across North America. Interestingly, DiamondRock doesnt operate its own hotels; for that, it turns to companies like Marriott International, Starwood Hotels and Hilton. DRH is also a REIT and at current prices it has a
2.6% dividend yield.

My Ratings:

Str. Buy

12-Month Performance
$17
$16
$15

Volatility Rankings:

$14

Conservative

$13
$12

quantitative
Grade:

Fundamental
Grade:

$11
$10
Jan-14

Apr-14

Jul-14

Oct-14

Jan-15

Earnings in Review
Fundamental
Analysis

Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.15
194.44%
$855.20

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

$0.22
450.00%
$229.40

Upcoming Earnings
Next Earnings Date
3/3/2015
Long-Term Growth Rate 56.40%
This Year Revenue
$942.30

Key Statistics
Market Cap ($B)
$2.94
P/E Ratio
27.85

52-Week Range
$11.05 -$15.28
Dividend Yield
2.6%

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.20
31.50%
11.20%

Competitor Analysis
(Out of 213 companies in REITs)
#80 in Market Cap
#37 in Earnings Growth
#83 in Sales Growth
#24 in Long-Term Growth Rate

Ramco-Gershenson Prop. Trust (RPT)

Top 5

Company Profile
Ramco-Gershenson Properties Trust, through its subsidiaries, operates as a real estate investment trust
(REIT) in the United States. It engages in the ownership, development, acquisition, management, and leasing of community shopping centers, regional malls, and single tenant retail properties. Based in Famington
Hills, Michigan, Ramco-Gershenson owns and manages a portfolio of over 80 shopping centers and one office building, representing 17.2 million combined square feet. Last year, Ramco-Gershenson brought in $170
million in total revenue. At current prices, RPT has a generous 4.0% dividend yield.

My Ratings:

Str. Buy

12-Month Performance
$21
$20
$19

Volatility Rankings:

$18

Conservative

$17
$16

quantitative
Grade:
Fundamental
Grade:

A
C

$15
$14
Jan-14

Apr-14

Jul-14

Oct-14

Jan-15

Earnings in Review
Fundamental
Analysis

Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

($0.11)
-141.67%
$202.30

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

$0.06
20.00%
$55.40

Upcoming Earnings
Next Earnings Date
2/10/2015
Long-Term Growth Rate 203.90%
This Year Revenue
$236.00

Key Statistics
Market Cap ($B)
$1.40
P/E Ratio
-

52-Week Range
$15.25 -$18.26
Dividend Yield
4.0%

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.06
0.00%
20.90%

Competitor Analysis
(Out of 213 companies in REITs)
#134 in Market Cap
#1 in Earnings Growth
#49 in Sales Growth
#6 in Long-Term Growth Rate

Skechers U.S.A., Inc. Class A (SKX)

Top 5

Company Profile
Skechers U.S.A., Inc. designs, develops, markets, and distributes footwear for men, women, and children.
With more than 3,000 different styles for men, women and children, Skechers provides footwear in two
different categories, lifestyle and high-performance. In addition, it offers apparel, bags, watches, eyewear
and other merchandise under the Skechers brand. The company sells its products through department and
specialty stores in countries around the globe. It also has global distributors in more than 120 countries and
territories, and nearly 900 Skechers stores around the world.

12-Month Performance

My Ratings:

$69

Str. Buy

$64
$59
$54

Volatility Rankings:

$49

Conservative

$44

quantitative
Grade:

Fundamental
Grade:

$39
$34
$29
$24
Jan-14

Apr-14

Jul-14

Oct-14

Jan-15

Earnings in Review
Fundamental
Analysis

Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.28
192.05%
$2,258.60

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

$1.00
88.70%
$674.30

Upcoming Earnings
Next Earnings Date
2/11/2015
Long-Term Growth Rate 55.40%
This Year Revenue
$2,656.00

Key Statistics
Market Cap ($B)
$2.98
P/E Ratio
22.75

52-Week Range
$26.90 -$64.09
Dividend Yield
0.00%

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.42
51.70%
18.80%

Competitor Analysis
(Out of 42 companies in Apparel & Luxury
Goods)
#18 in Market Cap
#4 in Earnings Growth
#8 in Sales Growth
#4 in Long-Term Growth Rate

Thank you again for taking a moment


to download and read my new report!
There you have it: Five top-rated investment opportunities that offer you the growth you
want without the volatility youve been told to expect from high-growth investments.
If you found the presentation a bit data heavy, thats to be expected. Remember, each
recommendation was selected from a universe of 5,000 publicly traded securities by
my proprietary 8-factor model. I want to make sure you get as much quantitative background as you need to make an informed decision.
If youre not as quant-driven as I am, thats ok, too. All five opportunities youve read
about thus far are also on my short list of stocks I will be buying for my own portfolio just
as soon as I free up some cash.
In other words, you can rest assured that if you add these stocks to your portfolio, you are
in good company. If you think you might be interested in more hands on guidance building and managing your own portfolio, please stay tuned.
Over the course of the week, I will be back in touch with more top-rated recommendations for you to consider.
Plus, if youre interested, a private invitation to join a small group of investors and me in
my Navellier Family Trust. Please watch your inbox for more details, and for your personal
invitation from me on Monday, February 9, 2015.

High Growth, Low Volatility Wealth Builders | Q1

American Assets Trust, Inc. (AAT)


My Ratings:

Company Profile

Str. Buy

American Assets Trust, Inc. operates as a real estate investment trust in the
United States. The company owns, operates, acquires, and develops retail, office,
multifamily, and mixed-use properties primarily in southern California, northern
California, and Hawaii.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
6.24
2.31
85.04
25.26

Profit Margin
Operating Margin
ROA
ROE

7.67%
31.63%
1.05%
2.85%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.11
31.43%
$258.30

$0.15
36.40%
$67.40

Upcoming Earnings
Next Earnings Date
2/17/2015
Long-Term Growth Rate 21.00%
This Year Revenue
$272.70

Key Statistics
Market Cap ($B)
$1.71
P/E Ratio
85.04

52-Week Range
$30.95 -$40.14
Dividend Yield
2.67%

Notes:

10

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.11
0.00%
0.30%

Competitor Analysis
(Out of 213 companies in REITs)
#115 in Market Cap
#77 in Earnings Growth
#148 in Sales Growth
#66 in Long-Term Growth Rate

Abaxis, Inc. (ABAX)


My Ratings:

Company Profile

Str. Buy

Abaxis, Inc. develops, manufactures, markets, and sells portable blood analysis
systems for use in human or veterinary patient care settings to provide blood
constituent measurements for clinicians worldwide. It operates in two segments,
Medical Market and Veterinary Market.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
6.94
6.38
75.26
3.85

Profit Margin
Operating Margin
ROA
ROE

9.27%
14.56%
7.69%
8.83%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.14
-9.52%
$184.30

$0.24
33.30%
$53.90

Upcoming Earnings
Next Earnings Date
1/29/2015
Long-Term Growth Rate 34.60%
This Year Revenue
$226.90

Key Statistics
Market Cap ($B)
$1.29
P/E Ratio
75.26

52-Week Range
$36.00 -$58.06
Dividend Yield
0.79%

Notes:

11

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.25
77.70%
27.10%

Competitor Analysis
(Out of 149 companies in Health Care
Supplies)
#44 in Market Cap
#5 in Earnings Growth
#18 in Sales Growth
#17 in Long-Term Growth Rate

Asbury Automotive Group, Inc. (ABG)


My Ratings:

Buy

Company Profile
Asbury Automotive Group, Inc. operates as an automotive retailer in the United
States.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.39
4.24
17.77
1.33

Profit Margin
Operating Margin
ROA
ROE

2.22%
4.56%
6.88%
25.59%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.88
35.28%
$5,738.60

$1.08
47.90%
$1,505.60

Upcoming Earnings
Next Earnings Date
2/10/2015
Long-Term Growth Rate 15.50%
This Year Revenue
$6,288.10

Key Statistics
Market Cap ($B)
$2.22
P/E Ratio
17.77

52-Week Range
$45.42 -$77.20
Dividend Yield
0.00%

Notes:

12

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.01
14.80%
7.00%

Competitor Analysis
(Out of 103 companies in Specialty Retail)
#38 in Market Cap
#29 in Earnings Growth
#37 in Sales Growth
#25 in Long-Term Growth Rate

Argo Group International Holdings (AGII)


My Ratings:

Buy

Company Profile
Argo Group International Holdings, Ltd. operates as an underwriter of specialty
insurance and reinsurance products in the property and casualty market worldwide.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.96
0.87
8.44
1.32

Profit Margin
Operating Margin
ROA
ROE

11.38%
15.00%
2.63%
10.86%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.82
96.55%
$1,505.30

$1.69
50.90%
$370.90

Upcoming Earnings
Next Earnings Date
2/10/2015
Long-Term Growth Rate 11.80%
This Year Revenue
$1,946.10

Key Statistics
Market Cap ($B)
$1.42
P/E Ratio
8.44

52-Week Range
$43.35 -$57.49
Dividend Yield
1.43%

Notes:

13

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.95
16.30%
2.80%

Competitor Analysis
(Out of 121 companies in Insurance)
#76 in Market Cap
#20 in Earnings Growth
#61 in Sales Growth
#36 in Long-Term Growth Rate

Acadia Realty Trust (AKR)


My Ratings:

Str. Buy

Company Profile
Acadia Realty Trust, a real estate investment trust (REIT), engages primarily in the
ownership, acquisition, redevelopment, and management of retail properties in
the United States.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
6
2.27
26.89
5.84

Profit Margin
Operating Margin
ROA
ROE

22.78%
57.89%
2.88%
8.98%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.14
87.30%
$303.30

$0.47
193.80%
$153.40

Upcoming Earnings
Next Earnings Date
2/10/2015
Long-Term Growth Rate 18.60%
This Year Revenue
$134.70

Key Statistics
Market Cap ($B)
$1.91
P/E Ratio
26.89

52-Week Range
$24.65 -$32.43
Dividend Yield
3.34%

Notes:

14

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.17
19.00%
5.00%

Competitor Analysis
(Out of 213 companies in REITs)
#110 in Market Cap
#49 in Earnings Growth
#166 in Sales Growth
#72 in Long-Term Growth Rate

ALLETE, Inc. (ALE)


My Ratings:

Company Profile

Buy

ALLETE, Inc., together with its subsidiaries, generates, transmits, and distributes
electricity in the United States. It operates through Regulated Operations, and
Investments and Other segments. The company generates electricity from coal,
hydel, wind, and biomass.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.95
1.52
17.37
-

Profit Margin
Operating Margin
ROA
ROE

11.21%
16.53%
3.32%
8.87%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.82
16.80%
$1,114.10

$0.97
54.00%
$288.90

Upcoming Earnings
Next Earnings Date
2/13/2015
Long-Term Growth Rate 8.80%
This Year Revenue
$1,146.50

Key Statistics
Market Cap ($B)
$2.32
P/E Ratio
17.37

52-Week Range
$44.39 -$53.22
Dividend Yield
4.42%

Notes:

15

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.68
17.10%
5.00%

Competitor Analysis
(Out of 41 companies in Electric Utilities)
#29 in Market Cap
#25 in Earnings Growth
#16 in Sales Growth
#9 in Long-Term Growth Rate

Allison Transmission Holdings, Inc. (ALSN)


My Ratings:

Buy

Company Profile
Allison Transmission Holdings, Inc. and its subsidiaries design, manufacture, and
sell commercial and defense automatic transmissions for medium- and heavyduty commercial vehicles, and medium- and heavy-tactical U.S. defense vehicles.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.83
4.26
26.39
1.66

Profit Margin
Operating Margin
ROA
ROE

10.66%
23.85%
4.59%
16.24%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.23
69.01%
$2,074.00

$0.38
58.30%
$553.30

Upcoming Earnings
Next Earnings Date
2/12/2015
Long-Term Growth Rate 24.10%
This Year Revenue
$2,182.20

Key Statistics
Market Cap ($B)
$5.76
P/E Ratio
26.39

52-Week Range
$26.32 -$34.38
Dividend Yield
1.68%

Notes:

16

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.32
40.30%
4.40%

Competitor Analysis
(Out of 117 companies in Machinery)
#20 in Market Cap
#16 in Earnings Growth
#45 in Sales Growth
#24 in Long-Term Growth Rate

Alexanders, Inc. (ALX)


Company Profile

My Ratings:

Str. Buy

Alexanders, Inc., a real estate investment trust (REIT), engages in leasing, managing, developing, and redeveloping properties in the greater New York City
metropolitan area. The companys properties include office and retail spaces, and
shopping centers.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
10.41
6.18
32.88
-

Profit Margin
Operating Margin
ROA
ROE

31.65%
48.58%
4.31%
18.98%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$2.65
18.92%
$200.00

$3.46
27.70%
$50.10

Upcoming Earnings
Next Earnings Date
2/23/2015
Long-Term Growth Rate 0.00%
This Year Revenue
-

Key Statistics
Market Cap ($B)
$2.08
P/E Ratio
32.88

52-Week Range
$313.10 -$442.00
Dividend Yield
3.48%

Notes:

17

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

0.00%
0.00%

Competitor Analysis
(Out of 213 companies in REITs)
#101 in Market Cap
#1 in Earnings Growth
#1 in Sales Growth
#1 in Long-Term Growth Rate

Apogee Enterprises, Inc. (APOG)


My Ratings:

Buy

Company Profile
Apogee Enterprises, Inc., together with its subsidiaries, designs and develops
glass solutions for enclosing commercial buildings and framing art primarily in
the United States, Canada, and Brazil.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.47
3.46
30.84
3.18

Profit Margin
Operating Margin
ROA
ROE

4.74%
5.68%
7.47%
11.51%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.33
76.92%
$856.70

$0.57
171.40%
$231.90

Upcoming Earnings
Next Earnings Date
12/18/2014
Long-Term Growth Rate 40.70%
This Year Revenue
$1,001.70

Key Statistics
Market Cap ($B)
$1.27
P/E Ratio
30.84

52-Week Range
$28.96 -$46.79
Dividend Yield
1.10%

Notes:

18

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.48
43.90%
19.80%

Competitor Analysis
(Out of 30 companies in Building Products)
#14 in Market Cap
#4 in Earnings Growth
#4 in Sales Growth
#11 in Long-Term Growth Rate

Advanced Semiconductor Engineering (ASX)


Company Profile

My Ratings:

Advanced Semiconductor Engineering, Inc. provides semiconductor packaging


and testing services in the United States, Taiwan, Asia, and Europe.

Str. Buy

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.15
2.18
14.07
0.71

Profit Margin
Operating Margin
ROA
ROE

8.47%
10.95%
7.02%
16.46%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.11
30.30%
$8,014.90

$0.15
50.00%
$2,117.90

Upcoming Earnings
Next Earnings Date
2/6/2015
Long-Term Growth Rate 19.00%
This Year Revenue
$9,637.90

Key Statistics
Market Cap ($B)
$9.42
P/E Ratio
14.07

52-Week Range
$4.45 -$6.87
Dividend Yield
3.61%

Notes:

19

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.14
21.50%
13.50%

Competitor Analysis
(Out of 145 companies in Semiconductors)
#19 in Market Cap
#44 in Earnings Growth
#51 in Sales Growth
#65 in Long-Term Growth Rate

Axis Capital Holdings Limited (AXS)


My Ratings:

Buy

Company Profile
AXIS Capital Holdings Limited provides specialty lines insurance and treaty reinsurance products worldwide.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.2
0.96
6.75
1.1

Profit Margin
Operating Margin
ROA
ROE

18.65%
19.34%
4.00%
14.11%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$1.41
71.33%
$4,388.50

$2.68
121.50%
$1,117.80

Upcoming Earnings
Next Earnings Date
2/3/2015
Long-Term Growth Rate 5.40%
This Year Revenue
$4,067.30

Key Statistics
Market Cap ($B)
$4.96
P/E Ratio
6.75

52-Week Range
$42.39 -$51.33
Dividend Yield
2.28%

Notes:

20

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.12
20.50%
3.30%

Competitor Analysis
(Out of 121 companies in Insurance)
#40 in Market Cap
#83 in Earnings Growth
#55 in Sales Growth
#100 in Long-Term Growth Rate

Natus Medical Incorporated (BABY)


My Ratings:

Str. Buy

Company Profile
Natus Medical Incorporated provides newborn care and neurology healthcare
products worldwide.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
3.08
3.38
35.19
1.53

Profit Margin
Operating Margin
ROA
ROE

8.77%
14.53%
7.44%
9.96%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.37
57.38%
$352.50

$0.24
20.00%
$89.90

Upcoming Earnings
Next Earnings Date
3/3/2015
Long-Term Growth Rate 19.90%
This Year Revenue
$364.00

Key Statistics
Market Cap ($B)
$1.12
P/E Ratio
35.19

52-Week Range
$20.92 -$35.70
Dividend Yield
0.00%

Notes:

21

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.39
4.10%
2.90%

Competitor Analysis
(Out of 149 companies in Health Care
Supplies)
#50 in Market Cap
#31 in Earnings Growth
#79 in Sales Growth
#21 in Long-Term Growth Rate

BancFirst Corporation (BANF)


My Ratings:

Company Profile

Buy

BancFirst Corporation operates as the holding company for BancFirst that


provides commercial banking services to retail customers and small to mediumsized businesses. It operates through Metropolitan Banks, Community Banks,
and Other Financial Services segments.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
3.39
1.62
15.5
1.31

Profit Margin
Operating Margin
ROA
ROE

21.88%
48.96%
1.01%
10.86%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.88
15.93%
$283.30

$1.19
28.00%
$74.60

Upcoming Earnings
Next Earnings Date
1/23/2015
Long-Term Growth Rate 7.00%
This Year Revenue
$291.00

Key Statistics
Market Cap ($B)
$0.97
P/E Ratio
15.5

52-Week Range
$51.42 -$69.34
Dividend Yield
2.17%

Notes:

22

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.95
8.20%
10.40%

Competitor Analysis
(Out of 313 companies in Banks)
#122 in Market Cap
#126 in Earnings Growth
#91 in Sales Growth
#171 in Long-Term Growth Rate

Boise Cascade Co. (BCC)


My Ratings:

Buy

Company Profile
Boise Cascade Company manufactures wood products and distributes building
materials in the United States and Canada.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.39
2.62
18.43
0.92

Profit Margin
Operating Margin
ROA
ROE

2.11%
3.90%
6.03%
16.45%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.25
-27.97%
$3,510.00

$0.82
110.30%
$983.30

Upcoming Earnings
Next Earnings Date
2/20/2015
Long-Term Growth Rate 39.80%
This Year Revenue
$3,993.10

Key Statistics
Market Cap ($B)
$1.37
P/E Ratio
18.43

52-Week Range
$24.08 -$37.61
Dividend Yield
0.00%

Notes:

23

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.51
103.60%
8.60%

Competitor Analysis
(Out of 16 companies in Paper & Forest
Products)
#7 in Market Cap
#2 in Earnings Growth
#1 in Sales Growth
#4 in Long-Term Growth Rate

Strategic Hotels & Resorts, Inc. (BEE)


My Ratings:

Company Profile

Str. Buy

Strategic Hotels & Resorts, Inc is an equity real estate investment trust. The firm
invests in the real estate markets of the United States. It is owner and asset
manager of the highest quality portfolio of upper-upscale and luxury hotels and
resorts.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.83
2.72
18.22
1.55

Profit Margin
Operating Margin
ROA
ROE

18.20%
12.31%
6.57%
18.78%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.01
0.00%
$1,023.70

$0.07
S0.00%
$305.30

Upcoming Earnings
Next Earnings Date
2/25/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$1,243.30

Key Statistics
Market Cap ($B)
$3.25
P/E Ratio
18.22

52-Week Range
$8.80 -$13.28
Dividend Yield
0.00%

Notes:

24

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.02
100.00%
21.60%

Competitor Analysis
(Out of 213 companies in REITs)
#70 in Market Cap
#13 in Earnings Growth
#46 in Sales Growth
#150 in Long-Term Growth Rate

Progressive Waste Solutions Ltd. (BIN)


My Ratings:

Buy

Company Profile
Progressive Waste Solutions Ltd. operates as a vertically integrated non-hazardous solid waste management company in North America. It operates through
three segments: the U.S. South, the U.S. Northeast, and Canada.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.7
2.59
23.74
2.34

Profit Margin
Operating Margin
ROA
ROE

7.17%
11.32%
4.24%
11.08%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.29
57.50%
$2,006.40

$0.36
111.80%
$521.20

Upcoming Earnings
Next Earnings Date
2/24/2015
Long-Term Growth Rate 12.60%
This Year Revenue
$2,061.90

Key Statistics
Market Cap ($B)
$3.39
P/E Ratio
23.74

52-Week Range
$22.32 -$30.97
Dividend Yield
2.23%

Notes:

25

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.34
17.60%
0.60%

Competitor Analysis
(Out of 72 companies in Commercial Services)
#12 in Market Cap
#10 in Earnings Growth
#41 in Sales Growth
#25 in Long-Term Growth Rate

Ball Corporation (BLL)


My Ratings:

Str. Buy

Company Profile
Ball Corporation, together with its subsidiaries, supplies metal packaging products to the beverage, food, personal care, and household products industries
worldwide.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.09
7.53
17.96
1.66

Profit Margin
Operating Margin
ROA
ROE

6.08%
11.09%
6.77%
44.24%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.86
59.03%
$8,534.40

$1.04
33.30%
$2,238.90

Upcoming Earnings
Next Earnings Date
1/29/2015
Long-Term Growth Rate 10.10%
This Year Revenue
$8,429.80

Key Statistics
Market Cap ($B)
$9.15
P/E Ratio
17.96

52-Week Range
$48.27 -$69.81
Dividend Yield
0.82%

Notes:

26

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.85
1.00%
0.60%

Competitor Analysis
(Out of 19 companies in Containers &
Packaging)
#1 in Market Cap
#12 in Earnings Growth
#11 in Sales Growth
#8 in Long-Term Growth Rate

BioMed Realty Trust, Inc. (BMR)


My Ratings:

Str. Buy

Company Profile
BioMed Realty Trust, Inc. operates as a real estate investment trust (REIT) that
focuses on providing real estate to the life science industry in the United States.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
6.18
1.43
66.66
11.11

Profit Margin
Operating Margin
ROA
ROE

9.63%
22.75%
1.05%
2.15%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.05
83.33%
$661.70

$0.08
300.00%
$169.60

Upcoming Earnings
Next Earnings Date
2/4/2015
Long-Term Growth Rate 12.40%
This Year Revenue
$683.10

Key Statistics
Market Cap ($B)
$4.21
P/E Ratio
66.66

52-Week Range
$18.08 -$22.54
Dividend Yield
4.95%

Notes:

27

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.06
15.70%
2.50%

Competitor Analysis
(Out of 213 companies in REITs)
#52 in Market Cap
#55 in Earnings Growth
#158 in Sales Growth
#63 in Long-Term Growth Rate

Bemis Company, Inc. (BMS)


My Ratings:

Company Profile

Buy

Bemis Company, Inc. manufactures and sells packaging products and pressure
sensitive materials in North America, Latin America, Europe, and the Asia-Pacific.
The company operates in three segments: U.S. Packaging, Global Packaging, and
Pressure Sensitive Materials.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.96
2.69
18.19
2.23

Profit Margin
Operating Margin
ROA
ROE

5.28%
8.92%
5.80%
14.51%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.54
33.14%
$4,510.00

$0.61
29.80%
$1,098.20

Upcoming Earnings
Next Earnings Date
1/29/2015
Long-Term Growth Rate 5.40%
This Year Revenue
$4,352.80

Key Statistics
Market Cap ($B)
$4.29
P/E Ratio
18.19

52-Week Range
$37.17 -$43.53
Dividend Yield
2.84%

Notes:

28

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.56
3.10%
13.40%

Competitor Analysis
(Out of 19 companies in Containers &
Packaging)
#9 in Market Cap
#9 in Earnings Growth
#16 in Sales Growth
#15 in Long-Term Growth Rate

Beneficial Mutual Bancorp, Inc. (BNCL)


My Ratings:

Buy

Company Profile
Beneficial Mutual Bancorp, Inc. operates as a holding company for Beneficial
Bank that provides consumer and commercial banking services to individuals,
businesses, and nonprofit organizations in the Philadelphia, and southern New
Jersey area.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
5.44
1.5
55.41
-

Profit Margin
Operating Margin
ROA
ROE

9.98%
38.38%
0.37%
2.68%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.04
22.22%
$165.70

$0.09
80.00%
$42.20

Upcoming Earnings
Next Earnings Date
1/22/2015
Long-Term Growth Rate 0.70%
This Year Revenue
$110.30

Key Statistics
Market Cap ($B)
$0.92
P/E Ratio
55.41

52-Week Range
$10.55 -$13.98
Dividend Yield
0.00%

Notes:

29

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.06
41.70%
21.20%

Competitor Analysis
(Out of 93 companies in Thrifts & Mortgage
Finance)
#20 in Market Cap
#13 in Earnings Growth
#53 in Sales Growth
#45 in Long-Term Growth Rate

Brookfield Property Partners LP (BPY)


My Ratings:

Buy

Company Profile
Brookfield Property Partners L.P. owns, operates, and invests in commercial properties in North America, Europe, Australia, and Brazil.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.88
0.95
5.93
-

Profit Margin
Operating Margin
ROA
ROE

16.14%
40.45%
1.36%
17.74%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

-67.33%
$4,331.00

$1.24
148.00%
$1,040.00

Upcoming Earnings
Next Earnings Date
2/5/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$2,558.10

Key Statistics
Market Cap ($B)
$5.52
P/E Ratio
5.93

52-Week Range
$18.61 -$23.63
Dividend Yield
4.75%

Notes:

30

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

0.00%
0.00%

Competitor Analysis
(Out of 32 companies in Real Estate Mgmt.)
#5 in Market Cap
#1 in Earnings Growth
#1 in Sales Growth
#1 in Long-Term Growth Rate

Blackstone Mortgage Trust (BXMT)


My Ratings:

Buy

Company Profile
Blackstone Mortgage Trust, Inc., a real estate finance company, primarily focuses
on originating mortgage loans backed by commercial real estate assets. The
company operates through Loan Origination and CT Legacy Portfolio segments.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
6.63
1.12
16.25
0.55

Profit Margin
Operating Margin
ROA
ROE

42.58%
75.79%
2.67%
6.90%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.41
-95.79%
$177.60

$0.45
55.20%
$50.40

Upcoming Earnings
Next Earnings Date
2/10/2015
Long-Term Growth Rate 21.30%
This Year Revenue
$184.40

Key Statistics
Market Cap ($B)
$1.65
P/E Ratio
16.25

52-Week Range
$26.75 -$29.90
Dividend Yield
7.38%

Notes:

31

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.51
24.20%
136.20%

Competitor Analysis
(Out of 213 companies in REITs)
#120 in Market Cap
#44 in Earnings Growth
#8 in Sales Growth
#62 in Long-Term Growth Rate

Caseys General Stores, Inc. (CASY)


My Ratings:

Buy

Company Profile
Caseys General Stores, Inc., together with its subsidiaries, operates convenience
stores under the Caseys General Store name in 14 Midwestern states, primarily
Iowa, Missouri, and Illinois.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.41
4.16
24.12
2.87

Profit Margin
Operating Margin
ROA
ROE

1.69%
3.10%
5.99%
18.42%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.39
3.82%
$8,151.00

$1.28
26.70%
$2,150.20

Upcoming Earnings
Next Earnings Date
3/9/2015
Long-Term Growth Rate 9.90%
This Year Revenue
$8,341.60

Key Statistics
Market Cap ($B)
$3.33
P/E Ratio
24.12

52-Week Range
$65.34 -$87.87
Dividend Yield
0.98%

Notes:

32

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.57
46.80%
1.10%

Competitor Analysis
(Out of 34 companies in Food & Staples
Retailing)
#15 in Market Cap
#1 in Earnings Growth
#20 in Sales Growth
#19 in Long-Term Growth Rate

Capital Bank Financial Corp. Class A (CBF)


My Ratings:

Company Profile

Buy

Capital Bank Financial Corp. operates as the bank holding company for Capital
Bank, National Association that provides various commercial and consumer
loans and deposits, and ancillary financial services in the southeastern region of
the United States.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
4.01
1.17
26.14
2.54

Profit Margin
Operating Margin
ROA
ROE

15.38%
41.99%
0.74%
4.54%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.25
64.41%
$320.50

$0.27
22.70%
$77.60

Upcoming Earnings
Next Earnings Date
1/22/2015
Long-Term Growth Rate 16.30%
This Year Revenue
$297.40

Key Statistics
Market Cap ($B)
$1.25
P/E Ratio
26.14

52-Week Range
$22.10 -$26.08
Dividend Yield
0.00%

Notes:

33

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.27
6.30%
7.90%

Competitor Analysis
(Out of 313 companies in Banks)
#106 in Market Cap
#132 in Earnings Growth
#218 in Sales Growth
#79 in Long-Term Growth Rate

CBL & Associates Properties, Inc. (CBL)


My Ratings:

Company Profile

Buy

CBL & Associates Properties, Inc. is a public real estate investment trust. It engages in acquisition, development, and management of properties. The fund invests
in the real estate markets of United States. Its portfolio consists of enclosed malls
and open-air centers.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
3.04
2.35
30.51
8.4

Profit Margin
Operating Margin
ROA
ROE

14.17%
32.58%
2.26%
10.75%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

($0.01)
6.78%
$1,076.50

$0.22
22.20%
$263.10

Upcoming Earnings
Next Earnings Date
2/4/2015
Long-Term Growth Rate 34.40%
This Year Revenue
$1,051.90

Key Statistics
Market Cap ($B)
$3.27
P/E Ratio
30.51

52-Week Range
$16.40 -$19.90
Dividend Yield
5.47%

Notes:

34

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.30
0.00%
1.30%

Competitor Analysis
(Out of 213 companies in REITs)
#68 in Market Cap
#1 in Earnings Growth
#155 in Sales Growth
#29 in Long-Term Growth Rate

CBOE Holdings, Inc. (CBOE)


My Ratings:

Buy

Company Profile
CBOE Holdings, Inc., through its subsidiaries, operates markets for the trading of
listed, or exchange-traded, derivatives contracts.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
9.06
21.52
29.13
1.89

Profit Margin
Operating Margin
ROA
ROE

31.47%
50.53%
46.15%
65.37%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.52
11.98%
$592.60

$0.57
21.30%
$148.90

Upcoming Earnings
Next Earnings Date
2/6/2015
Long-Term Growth Rate 12.40%
This Year Revenue
$661.10

Key Statistics
Market Cap ($B)
$5.27
P/E Ratio
29.13

52-Week Range
$46.76 -$63.53
Dividend Yield
2.50%

Notes:

35

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.63
20.40%
14.40%

Competitor Analysis
(Out of 28 companies in Diversified Financial
Services)
#10 in Market Cap
#6 in Earnings Growth
#5 in Sales Growth
#10 in Long-Term Growth Rate

Crown Holdings, Inc. (CCK)


My Ratings:

Buy

Company Profile
Crown Holdings, Inc. designs, manufactures, and sells packaging products for
consumer goods worldwide.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.74
24.97
15.71
1.32

Profit Margin
Operating Margin
ROA
ROE

4.68%
10.66%
4.74%
515.85%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.48
42.52%
$9,041.00

$1.76
141.10%
$2,594.00

Upcoming Earnings
Next Earnings Date
2/2/2015
Long-Term Growth Rate 13.20%
This Year Revenue
$9,934.00

Key Statistics
Market Cap ($B)
$6.74
P/E Ratio
15.71

52-Week Range
$40.12 -$51.47
Dividend Yield
0.00%

Notes:

36

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.48
0.50%
5.50%

Competitor Analysis
(Out of 19 companies in Containers &
Packaging)
#6 in Market Cap
#10 in Earnings Growth
#4 in Sales Growth
#6 in Long-Term Growth Rate

Capitol Federal Financial, Inc. (CFFN)


My Ratings:

Buy

Company Profile
Capitol Federal Financial, Inc. operates as the holding company for Capitol Federal Savings Bank that provides a range of retail banking products and services in
the United States.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
5.57
1.15
22.36
4.15

Profit Margin
Operating Margin
ROA
ROE

24.81%
46.41%
0.82%
4.97%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.12
14.58%
$313.20

$0.15
36.40%
$80.30

Upcoming Earnings
Next Earnings Date
1/27/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$220.20

Key Statistics
Market Cap ($B)
$1.71
P/E Ratio
22.36

52-Week Range
$11.70 -$12.96
Dividend Yield
8.29%

Notes:

37

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.15
23.30%
9.40%

Competitor Analysis
(Out of 93 companies in Thrifts & Mortgage
Finance)
#12 in Market Cap
#18 in Earnings Growth
#21 in Sales Growth
#42 in Long-Term Growth Rate

Cognex Corporation (CGNX)


My Ratings:

Company Profile

Buy

Cognex Corporation provides machine vision products that capture and analyze
visual information in order to automate tasks primarily in manufacturing processes. It operates in two divisions, Modular Vision Systems and Surface Inspection Systems.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
7.51
4.76
30.41
1.08

Profit Margin
Operating Margin
ROA
ROE

24.81%
29.57%
15.28%
16.81%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.23
66.67%
$464.80

$0.57
147.80%
$169.40

Upcoming Earnings
Next Earnings Date
2/12/2015
Long-Term Growth Rate 22.40%
This Year Revenue
$495.10

Key Statistics
Market Cap ($B)
$3.49
P/E Ratio
30.41

52-Week Range
$31.92 -$43.79
Dividend Yield
0.00%

Notes:

38

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.26
13.00%
18.40%

Competitor Analysis
(Out of 128 companies in Electronic
Equipment)
#21 in Market Cap
#25 in Earnings Growth
#14 in Sales Growth
#25 in Long-Term Growth Rate

Chemed Corporation (CHE)


My Ratings:

Company Profile

Str. Buy

Chemed Corporation provides hospice and palliative care services in the United
States. It operates in two segments, VITAS and Roto-Rooter. The company offers
its services to patients through a network of physicians, registered nurses, home
health aides, social workers, clergy, and volunteers.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.32
4.24
20.32
1.21

Profit Margin
Operating Margin
ROA
ROE

6.48%
11.29%
10.56%
21.51%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$1.45
20.33%
$1,425.50

$1.39
47.90%
$358.40

Upcoming Earnings
Next Earnings Date
2/16/2015
Long-Term Growth Rate 5.20%
This Year Revenue
$1,506.40

Key Statistics
Market Cap ($B)
$1.83
P/E Ratio
20.32

52-Week Range
$73.31 -$110.83
Dividend Yield
0.86%

Notes:

39

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.70
17.10%
6.70%

Competitor Analysis
(Out of 91 companies in Health Care
Providers)
#37 in Market Cap
#34 in Earnings Growth
#49 in Sales Growth
#68 in Long-Term Growth Rate

C.H. Robinson Worldwide, Inc. (CHRW)


My Ratings:

Buy

Company Profile
C.H. Robinson Worldwide, Inc., a third party logistics company, provides freight
transportation services and logistics solutions to companies in various industries
worldwide.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.81
10.41
24.93
2.07

Profit Margin
Operating Margin
ROA
ROE

3.24%
5.40%
14.73%
42.82%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.62
-19.67%
$13,265.70

$0.85
23.20%
$3,467.40

Upcoming Earnings
Next Earnings Date
2/3/2015
Long-Term Growth Rate 11.70%
This Year Revenue
$14,576.70

Key Statistics
Market Cap ($B)
$10.60
P/E Ratio
24.93

52-Week Range
$50.54 -$74.63
Dividend Yield
2.11%

Notes:

40

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.76
21.90%
5.90%

Competitor Analysis
(Out of 14 companies in Air Freight &
Logistics)
#3 in Market Cap
#6 in Earnings Growth
#7 in Sales Growth
#9 in Long-Term Growth Rate

Chesapeake Lodging Trust (CHSP)


My Ratings:

Str. Buy

Company Profile
Chesapeake Lodging Trust is an equity real estate investment trust. The firm
invests in the real estate markets of the United States.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
3.72
1.77
32.56
4.4

Profit Margin
Operating Margin
ROA
ROE

13.66%
18.14%
3.81%
6.29%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.18
46.58%
$466.10

$0.52
48.60%
$130.80

Upcoming Earnings
Next Earnings Date
2/19/2015
Long-Term Growth Rate 27.20%
This Year Revenue
$530.30

Key Statistics
Market Cap ($B)
$1.93
P/E Ratio
32.56

52-Week Range
$23.48 -$35.35
Dividend Yield
4.12%

Notes:

41

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.14
20.40%
11.70%

Competitor Analysis
(Out of 213 companies in REITs)
#108 in Market Cap
#104 in Earnings Growth
#80 in Sales Growth
#52 in Long-Term Growth Rate

Chimera Investment Corporation (CIM)


My Ratings:

Str. Buy

Company Profile
Chimera Investment Corporation operates as a real estate investment trust (REIT)
in the United States.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
4.3
0.96
5.32
1.67

Profit Margin
Operating Margin
ROA
ROE

81.91%
90.92%
5.34%
18.30%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

70.27%
$799.70

$0.37
428.60%
$417.40

Upcoming Earnings
Next Earnings Date
2/11/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$543.00

Key Statistics
Market Cap ($B)
$3.44
P/E Ratio
5.32

52-Week Range
$2.99 -$3.39
Dividend Yield
11.84%

Notes:

42

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.12
0.00%
0.00%

Competitor Analysis
(Out of 213 companies in REITs)
#64 in Market Cap
#1 in Earnings Growth
#1 in Sales Growth
#112 in Long-Term Growth Rate

Centene Corporation (CNC)


My Ratings:

Str. Buy

Company Profile
Centene Corporation provides multi-line healthcare programs and services in
the United States. It operates in two segments, Managed Care and Specialty
Services.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.4
3.71
28.12
1.29

Profit Margin
Operating Margin
ROA
ROE

1.42%
2.41%
4.89%
14.94%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.84
62.39%
$14,767.20

$1.34
50.60%
$4,351.90

Upcoming Earnings
Next Earnings Date
2/3/2015
Long-Term Growth Rate 25.20%
This Year Revenue
$20,582.30

Key Statistics
Market Cap ($B)
$6.05
P/E Ratio
28.12

52-Week Range
$55.66 -$103.20
Dividend Yield
0.00%

Notes:

43

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.67
98.80%
56.20%

Competitor Analysis
(Out of 91 companies in Health Care
Providers)
#22 in Market Cap
#10 in Earnings Growth
#7 in Sales Growth
#26 in Long-Term Growth Rate

Con-way Inc. (CNW)


My Ratings:

Company Profile

Buy

Con-way Inc., together with its subsidiaries, provides transportation, logistics,


and supply chain management services to various manufacturing, industrial, and
retail customers in North America and internationally. It operates through three
segments: Freight, Logistics, and Truckload.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.47
2.16
21.7
1.27

Profit Margin
Operating Margin
ROA
ROE

2.16%
4.55%
3.75%
11.22%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.23
22.41%
$5,723.10

$0.78
47.20%
$1,504.20

Upcoming Earnings
Next Earnings Date
2/4/2015
Long-Term Growth Rate 26.10%
This Year Revenue
$6,186.10

Key Statistics
Market Cap ($B)
$2.73
P/E Ratio
21.7

52-Week Range
$37.00 -$53.53
Dividend Yield
1.26%

Notes:

44

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.44
91.80%
7.20%

Competitor Analysis
(Out of 35 companies in Road & Rail)
#17 in Market Cap
#2 in Earnings Growth
#18 in Sales Growth
#8 in Long-Term Growth Rate

Columbia Sportswear Company (COLM)


My Ratings:

Buy

Company Profile
Columbia Sportswear Company designs, sources, markets, and distributes active
outdoor apparel, footwear, accessories, and equipment in the United States,
Latin America, the Asia Pacific, Europe, the Middle East, Africa, and Canada.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.56
2.34
25.91
1.65

Profit Margin
Operating Margin
ROA
ROE

6.02%
8.80%
7.18%
9.36%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.53
20.00%
$1,964.10

$0.93
18.50%
$677.50

Upcoming Earnings
Next Earnings Date
2/13/2015
Long-Term Growth Rate 21.20%
This Year Revenue
$2,254.60

Key Statistics
Market Cap ($B)
$3.09
P/E Ratio
25.91

52-Week Range
$35.06 -$45.05
Dividend Yield
1.57%

Notes:

45

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.68
29.10%
19.30%

Competitor Analysis
(Out of 42 companies in Apparel & Luxury
Goods)
#16 in Market Cap
#9 in Earnings Growth
#7 in Sales Growth
#8 in Long-Term Growth Rate

Calpine Corporation (CPN)


My Ratings:

Company Profile

Buy

Calpine Corporation, a wholesale power generation company, owns and operates natural gas-fired and geothermal power plants in North America. It operates
natural gas-fired combustion turbines and renewable geothermal conventional
steam turbines.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.13
2.32
13.15
1.34

Profit Margin
Operating Margin
ROA
ROE

8.49%
14.57%
3.76%
17.63%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.01
229.17%
$7,529.00

$1.52
117.10%
$2,187.00

Upcoming Earnings
Next Earnings Date
2/12/2015
Long-Term Growth Rate 44.60%
This Year Revenue
$6,466.40

Key Statistics
Market Cap ($B)
$8.15
P/E Ratio
13.15

52-Week Range
$18.53 -$24.29
Dividend Yield
0.00%

Notes:

46

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

($0.11)
1527.70%
21.50%

Competitor Analysis
(Out of 17 companies in Independent Power)
#5 in Market Cap
#7 in Earnings Growth
#11 in Sales Growth
#4 in Long-Term Growth Rate

Carters, Inc. (CRI)


My Ratings:

Buy

Company Profile
Carters, Inc. and its subsidiaries design, source, and market branded childrens
wear under the Carters, Child of Mine, Just One You, Precious Firsts, OshKosh,
and other brands.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.5
5.66
25.57
1.3

Profit Margin
Operating Margin
ROA
ROE

5.96%
11.16%
9.53%
23.94%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$1.02
11.43%
$2,833.40

$1.23
26.80%
$810.10

Upcoming Earnings
Next Earnings Date
2/25/2015
Long-Term Growth Rate 17.70%
This Year Revenue
$3,123.30

Key Statistics
Market Cap ($B)
$4.25
P/E Ratio
25.57

52-Week Range
$64.84 -$83.52
Dividend Yield
0.98%

Notes:

47

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.27
24.20%
10.70%

Competitor Analysis
(Out of 42 companies in Apparel & Luxury
Goods)
#13 in Market Cap
#11 in Earnings Growth
#16 in Sales Growth
#11 in Long-Term Growth Rate

Computer Sciences Corporation (CSC)


My Ratings:

Buy

Company Profile
Computer Sciences Corporation provides information technology (IT) and professional services and solutions in North America, Europe, Asia, and Australia.
The company operates through Global Business Services, Global Infrastructure
Services, and North American Public Sector segments.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.69
2.34
13.75
1.42

Profit Margin
Operating Margin
ROA
ROE

5.04%
8.65%
6.08%
18.66%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.98
1.62%
$12,874.00

$1.18
16.80%
$3,080.00

Upcoming Earnings
Next Earnings Date
2/11/2015
Long-Term Growth Rate 12.10%
This Year Revenue
$12,925.70

Key Statistics
Market Cap ($B)
$8.61
P/E Ratio
13.75

52-Week Range
$52.32 -$66.23
Dividend Yield
1.50%

Notes:

48

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.12
14.40%
1.20%

Competitor Analysis
(Out of 89 companies in IT Services)
#17 in Market Cap
#23 in Earnings Growth
#61 in Sales Growth
#42 in Long-Term Growth Rate

CST Brands, Inc. (CST)


My Ratings:

Buy

Company Profile
CST Brands, Inc., through its subsidiaries, operates as an independent retailer of
motor fuel and convenience merchandise items in the United States and Canada.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.31
4.64
23.24
2.06

Profit Margin
Operating Margin
ROA
ROE

1.33%
2.33%
5.90%
21.84%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.48
-17.86%
$10,542.00

$0.83
50.90%
$2,704.00

Upcoming Earnings
Next Earnings Date
3/5/2015
Long-Term Growth Rate 0.20%
This Year Revenue
$12,953.20

Key Statistics
Market Cap ($B)
$3.23
P/E Ratio
23.24

52-Week Range
$30.00 -$43.66
Dividend Yield
0.70%

Notes:

49

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.60
24.50%
0.70%

Competitor Analysis
(Out of 103 companies in Specialty Retail)
#32 in Market Cap
#15 in Earnings Growth
#76 in Sales Growth
#80 in Long-Term Growth Rate

Cintas Corporation (CTAS)


My Ratings:

Buy

Company Profile
Cintas Corporation provides corporate identity uniforms and related business
services primarily in North America, Latin America, Europe, and Asia.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.86
3.66
20.95
2.03

Profit Margin
Operating Margin
ROA
ROE

8.97%
14.01%
9.17%
18.20%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.70
31.37%
$4,533.50

$0.93
47.60%
$1,102.10

Upcoming Earnings
Next Earnings Date
12/19/2014
Long-Term Growth Rate 11.50%
This Year Revenue
$4,600.10

Key Statistics
Market Cap ($B)
$8.31
P/E Ratio
20.95

52-Week Range
$55.06 -$73.41
Dividend Yield
1.16%

Notes:

50

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.78
10.80%
2.80%

Competitor Analysis
(Out of 72 companies in Commercial Services)
#5 in Market Cap
#19 in Earnings Growth
#47 in Sales Growth
#31 in Long-Term Growth Rate

Cablevision Systems Corporation (CVC)


My Ratings:

Buy

Company Profile
Cablevision Systems Corporation, together with its subsidiaries, owns and
operates cable television systems in the United States. The company operates
through three segments: Cable, Lightpath, and Other.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.81
17.32
-

Profit Margin
Operating Margin
ROA
ROE

4.67%
14.56%
4.59%
0.00%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.18
11100.00%
$6,413.40

$0.26
18.20%
$1,626.20

Upcoming Earnings
Next Earnings Date
2/26/2015
Long-Term Growth Rate 23.60%
This Year Revenue
$6,518.90

Key Statistics
Market Cap ($B)
$5.40
P/E Ratio
17.32

52-Week Range
$15.85 -$21.32
Dividend Yield
3.43%

Notes:

51

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.19
3.40%
2.60%

Competitor Analysis
(Out of 104 companies in Media)
#30 in Market Cap
#35 in Earnings Growth
#50 in Sales Growth
#19 in Long-Term Growth Rate

Columbia Property Trust, Inc. (CXP)


My Ratings:

Company Profile

Buy

Columbia Property Trust, Inc is an equity real estate investment trust. The firm
invests in the real estate markets of the United States. It focuses on investing in
and managing high-quality commercial office properties. The firm was formerly
known as Wells Real Estate Investment Trust II Inc.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
5.8
1.16
61.56
-

Profit Margin
Operating Margin
ROA
ROE

9.42%
20.62%
0.99%
1.79%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.11
272.73%
$548.40

$0.20
100.00%
$138.80

Upcoming Earnings
Next Earnings Date
2/11/2015
Long-Term Growth Rate 40.30%
This Year Revenue
$531.60

Key Statistics
Market Cap ($B)
$3.15
P/E Ratio
61.56

52-Week Range
$22.81 -$29.13
Dividend Yield
5.03%

Notes:

52

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.10
13.60%
32.40%

Competitor Analysis
(Out of 213 companies in REITs)
#75 in Market Cap
#96 in Earnings Growth
#32 in Sales Growth
#39 in Long-Term Growth Rate

CyberArk Software Ltd. (CYBR)


Company Profile

My Ratings:

Cyber-Ark Software Ltd. develops, markets, and sells IT security solutions that
protect organizations from cyber attacks in the United States and internationally.

Str. Buy

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
12.95
7.63
237.38
8.9

Profit Margin
Operating Margin
ROA
ROE

5.41%
15.68%
8.61%
15.73%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

-36.00%
$86.70

$0.11
37.50%
$28.00

Upcoming Earnings
Next Earnings Date
2/25/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$112.90

Key Statistics
Market Cap ($B)
$1.12
P/E Ratio
237.38

52-Week Range
$27.39 -$47.01
Dividend Yield
0.00%

Notes:

53

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.04
0.00%
0.00%

Competitor Analysis
(Out of 160 companies in Software)
#72 in Market Cap
#1 in Earnings Growth
#1 in Sales Growth
#101 in Long-Term Growth Rate

Community Health Systems, Inc. (CYH)


My Ratings:

Buy

Company Profile
Community Health Systems, Inc., together with its subsidiaries, provides general
and specialized hospital healthcare services to patients in the United States.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.32
1.52
110.63
0.83

Profit Margin
Operating Margin
ROA
ROE

0.27%
8.35%
0.21%
1.34%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.49
-80.29%
$16,990.30

$0.53
381.80%
$4,795.00

Upcoming Earnings
Next Earnings Date
2/17/2015
Long-Term Growth Rate 23.70%
This Year Revenue
$20,348.90

Key Statistics
Market Cap ($B)
$5.92
P/E Ratio
110.63

52-Week Range
$35.22 -$57.45
Dividend Yield
0.00%

Notes:

54

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.20
145.80%
57.20%

Competitor Analysis
(Out of 91 companies in Health Care
Providers)
#23 in Market Cap
#7 in Earnings Growth
#6 in Sales Growth
#28 in Long-Term Growth Rate

Dillards, Inc. Class A (DDS)


My Ratings:

Company Profile

Buy

Dillards, Inc. operates as a fashion apparel, cosmetics, and home furnishing retailer in the United States. The companys stores offer a selection of merchandise,
including fashion apparel for women, men, and children; accessories; cosmetics;
home furnishings; and other consumer goods.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.74
2.47
15.43
1.18

Profit Margin
Operating Margin
ROA
ROE

4.82%
7.68%
7.27%
17.00%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$2.69
-5.27%
$6,642.50

$1.30
15.00%
$1,491.20

Upcoming Earnings
Next Earnings Date
2/23/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$6,655.00

Key Statistics
Market Cap ($B)
$4.69
P/E Ratio
15.43

52-Week Range
$83.60 -$123.62
Dividend Yield
0.23%

Notes:

55

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$3.17
17.70%
1.80%

Competitor Analysis
(Out of 17 companies in Multiline Retail)
#8 in Market Cap
#5 in Earnings Growth
#12 in Sales Growth
#7 in Long-Term Growth Rate

Diodes Incorporated (DIOD)


My Ratings:

Buy

Company Profile
Diodes Incorporated, together with its subsidiaries, designs, manufactures, and
supplies application specific standard products in the discrete, logic, and analog
semiconductor markets primarily in Asia, North America, and Europe.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.41
1.67
23.34
-

Profit Margin
Operating Margin
ROA
ROE

6.06%
8.79%
4.45%
7.28%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.24
115.69%
$878.00

$0.40
42.90%
$233.80

Upcoming Earnings
Next Earnings Date
2/10/2015
Long-Term Growth Rate 26.40%
This Year Revenue
$942.20

Key Statistics
Market Cap ($B)
$1.25
P/E Ratio
23.34

52-Week Range
$20.00 -$30.30
Dividend Yield
0.00%

Notes:

56

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.34
40.60%
6.50%

Competitor Analysis
(Out of 145 companies in Semiconductors)
#66 in Market Cap
#29 in Earnings Growth
#66 in Sales Growth
#48 in Long-Term Growth Rate

Amdocs Limited (DOX)


My Ratings:

Buy

Company Profile
Amdocs Limited provides software and services for communications, media, and
entertainment industry service providers worldwide.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.06
2.13
17.4
1.59

Profit Margin
Operating Margin
ROA
ROE

11.85%
13.91%
8.35%
12.66%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.76
3.97%
$3,563.60

$0.63
16.70%
$900.30

Upcoming Earnings
Next Earnings Date
1/28/2015
Long-Term Growth Rate 9.20%
This Year Revenue
$3,735.80

Key Statistics
Market Cap ($B)
$7.22
P/E Ratio
17.4

52-Week Range
$40.39 -$48.85
Dividend Yield
1.35%

Notes:

57

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.81
6.70%
5.10%

Competitor Analysis
(Out of 89 companies in IT Services)
#19 in Market Cap
#42 in Earnings Growth
#38 in Sales Growth
#52 in Long-Term Growth Rate

Diplomat Pharmacy, Inc. (DPLO)


My Ratings:

Str. Buy

Company Profile
Diplomat Pharmacy, Inc. operates as an independent specialty pharmacy in the
United States. The company stocks, dispenses, and distributes prescriptions for
various biotech and specialty pharmaceuticals.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.71
3.97

Profit Margin
Operating Margin
ROA
ROE

-1.23%
0.97%
-12.33%
0.00%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

0.00%
$2,014.90

$0.09
50.00%
$595.50

Upcoming Earnings
Next Earnings Date
2/25/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$2,739.30

Key Statistics
Market Cap ($B)
$1.47
P/E Ratio
-

52-Week Range
$15.72 -$29.05
Dividend Yield
0.00%

Notes:

58

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.06
0.00%
0.00%

Competitor Analysis
(Out of 34 companies in Food & Staples
Retailing)
#19 in Market Cap
#1 in Earnings Growth
#1 in Sales Growth
#4 in Long-Term Growth Rate

Dominos Pizza, Inc. (DPZ)


Company Profile

My Ratings:

Dominos Pizza, Inc., through its subsidiaries, operates as a pizza delivery company in the United States and internationally. The company operates in three
segments: Domestic Stores, Domestic Supply Chain, and International.

Str. Buy

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.73
32.9
2.13

Profit Margin
Operating Margin
ROA
ROE

8.30%
17.65%
32.51%
0.00%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.78
19.74%
$1,917.40

$0.63
18.90%
$446.60

Upcoming Earnings
Next Earnings Date
3/3/2015
Long-Term Growth Rate 17.00%
This Year Revenue
$2,085.90

Key Statistics
Market Cap ($B)
$5.22
P/E Ratio
32.9

52-Week Range
$67.17 -$95.93
Dividend Yield
1.30%

Notes:

59

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.93
19.00%
8.90%

Competitor Analysis
(Out of 117 companies in Restaurants &
Leisure)
#23 in Market Cap
#25 in Earnings Growth
#29 in Sales Growth
#45 in Long-Term Growth Rate

Descartes Systems Group Inc. (DSGX)


My Ratings:

Buy

Company Profile
The Descartes Systems Group Inc. provides federated network and logistics technology solutions worldwide.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
6.01
2.81
67.5
1.61

Profit Margin
Operating Margin
ROA
ROE

8.60%
14.99%
3.79%
4.46%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.18
-9.09%
$166.90

$0.05
66.70%
$43.10

Upcoming Earnings
Next Earnings Date
3/5/2015
Long-Term Growth Rate 3.10%
This Year Revenue
$191.00

Key Statistics
Market Cap ($B)
$1.12
P/E Ratio
67.5

52-Week Range
$12.30 -$15.71
Dividend Yield
0.00%

Notes:

60

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.15
14.60%
11.60%

Competitor Analysis
(Out of 160 companies in Software)
#73 in Market Cap
#76 in Earnings Growth
#66 in Sales Growth
#107 in Long-Term Growth Rate

DeVry Education Group Inc. (DV)


My Ratings:

Buy

Company Profile
DeVry Education Group Inc. provides educational services worldwide. It operates in three segments: Medical and Healthcare; International and Professional
Educational; and Business, Technology and Management.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.53
1.91
18.23
1.25

Profit Margin
Operating Margin
ROA
ROE

8.44%
11.89%
7.85%
11.14%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.80
66.23%
$1,934.50

$0.31
138.50%
$462.00

Upcoming Earnings
Next Earnings Date
2/5/2015
Long-Term Growth Rate 13.00%
This Year Revenue
$1,973.90

Key Statistics
Market Cap ($B)
$2.95
P/E Ratio
18.23

52-Week Range
$34.02 -$49.18
Dividend Yield
0.79%

Notes:

61

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.77
4.30%
0.70%

Competitor Analysis
(Out of 40 companies in Diversified Consumer
Services)
#8 in Market Cap
#18 in Earnings Growth
#24 in Sales Growth
#18 in Long-Term Growth Rate

Brinker International, Inc. (EAT)


My Ratings:

Company Profile

Buy

Brinker International, Inc. owns, develops, operates, and franchises casual dining
restaurants under the Chilis Grill & Bar and Maggianos Little Italy brands worldwide. As of September 24, 2014, it owned, operated, or franchised 1,622 restaurants.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.25
94.05
23.4
1.38

Profit Margin
Operating Margin
ROA
ROE

5.37%
9.84%
10.83%
199.23%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.59
2.20%
$2,932.50

$0.49
16.70%
$711.00

Upcoming Earnings
Next Earnings Date
1/28/2015
Long-Term Growth Rate 12.80%
This Year Revenue
$3,073.50

Key Statistics
Market Cap ($B)
$3.59
P/E Ratio
23.4

52-Week Range
$44.16 -$57.19
Dividend Yield
2.21%

Notes:

62

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.68
15.00%
3.90%

Competitor Analysis
(Out of 117 companies in Restaurants &
Leisure)
#28 in Market Cap
#32 in Earnings Growth
#52 in Sales Growth
#62 in Long-Term Growth Rate

EastGroup Properties, Inc. (EGP)


My Ratings:

Buy

Company Profile
EastGroup Properties, Inc., a real estate investment trust (REIT), focuses on the
development, acquisition, and operation of industrial properties in the United
States.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
9.02
3.62
44.81
5.67

Profit Margin
Operating Margin
ROA
ROE

20.18%
33.40%
2.90%
8.30%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.28
35.92%
$217.30

$0.56
100.00%
$56.30

Upcoming Earnings
Next Earnings Date
2/10/2015
Long-Term Growth Rate 14.20%
This Year Revenue
$233.40

Key Statistics
Market Cap ($B)
$2.02
P/E Ratio
44.81

52-Week Range
$56.53 -$69.50
Dividend Yield
3.76%

Notes:

63

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.36
28.90%
5.50%

Competitor Analysis
(Out of 213 companies in REITs)
#104 in Market Cap
#40 in Earnings Growth
#117 in Sales Growth
#78 in Long-Term Growth Rate

Envestnet, Inc. (ENV)


My Ratings:

Buy

Company Profile
Envestnet, Inc., together with its subsidiaries, provides wealth management
software and services to independent financial advisors and financial institutions
in the United States and internationally.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
4.96
9.36
147.38
2.41

Profit Margin
Operating Margin
ROA
ROE

3.42%
5.67%
4.51%
7.08%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.15
275.00%
$326.30

$0.10
150.00%
$88.60

Upcoming Earnings
Next Earnings Date
2/19/2015
Long-Term Growth Rate 40.80%
This Year Revenue
$426.10

Key Statistics
Market Cap ($B)
$1.62
P/E Ratio
147.38

52-Week Range
$34.14 -$54.50
Dividend Yield
0.00%

Notes:

64

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.22
46.00%
29.90%

Competitor Analysis
(Out of 148 companies in Internet Software)
#46 in Market Cap
#18 in Earnings Growth
#39 in Sales Growth
#33 in Long-Term Growth Rate

EQT Midstream Partners LP (EQM)


My Ratings:

Buy

Company Profile
EQT Midstream Partners, LP provides natural gas transmission, storage, and gathering services in southwestern Pennsylvania and northern West Virginia. It owns,
operates, acquires, and develops midstream assets in the Appalachian Basin.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
12.92
7.56
27.4
0.99

Profit Margin
Operating Margin
ROA
ROE

56.95%
66.73%
17.72%
27.03%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.62
18.40%
$331.60

$0.85
41.70%
$95.80

Upcoming Earnings
Next Earnings Date
2/5/2015
Long-Term Growth Rate 24.80%
This Year Revenue
$500.40

Key Statistics
Market Cap ($B)
$4.94
P/E Ratio
27.4

52-Week Range
$52.89 -$99.12
Dividend Yield
2.32%

Notes:

65

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.02
64.80%
119.60%

Competitor Analysis
(Out of 322 companies in Oil & Gas)
#79 in Market Cap
#42 in Earnings Growth
#11 in Sales Growth
#115 in Long-Term Growth Rate

Equity One, Inc. (EQY)


My Ratings:

Buy

Company Profile
Equity One, Inc is a real estate investment trust. The firm invests in the real estate
markets of United States. It owns, manages, acquires, develops and redevelops
shopping centers and retail properties.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
7.97
2.07
65.39
9.69

Profit Margin
Operating Margin
ROA
ROE

12.76%
31.72%
1.41%
3.26%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.06
1800.00%
$367.70

$0.14
40.00%
$87.60

Upcoming Earnings
Next Earnings Date
2/18/2015
Long-Term Growth Rate 17.70%
This Year Revenue
$358.50

Key Statistics
Market Cap ($B)
$3.05
P/E Ratio
65.39

52-Week Range
$21.27 -$25.04
Dividend Yield
4.07%

Notes:

66

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.09
58.00%
0.40%

Competitor Analysis
(Out of 213 companies in REITs)
#77 in Market Cap
#23 in Earnings Growth
#147 in Sales Growth
#67 in Long-Term Growth Rate

Essent Group Ltd. (ESNT)


My Ratings:

Buy

Company Profile
Essent Group Ltd., through its subsidiaries, operates as a mortgage insurance
company in the United States. It offers private mortgage insurance, including
primary and pool insurance products, as well as reinsurance products for mortgages secured by residential properties.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
9.65
2.63
25.47
0.51

Profit Margin
Operating Margin
ROA
ROE

37.62%
53.21%
10.51%
13.30%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.22
0.00%
$209.10

$0.29
52.60%
$64.60

Upcoming Earnings
Next Earnings Date
2/18/2015
Long-Term Growth Rate 46.80%
This Year Revenue
$339.80

Key Statistics
Market Cap ($B)
$2.09
P/E Ratio
25.47

52-Week Range
$17.51 -$25.87
Dividend Yield
0.00%

Notes:

67

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.32
44.30%
64.80%

Competitor Analysis
(Out of 93 companies in Thrifts & Mortgage
Finance)
#11 in Market Cap
#11 in Earnings Growth
#5 in Sales Growth
#7 in Long-Term Growth Rate

Empire State Realty Trust, Inc. (ESRT)


My Ratings:

Company Profile

Buy

Empire State Realty Trust, Inc., a real estate investment trust (REIT), focuses on
owning, managing, operating, and acquiring office and retail properties in Manhattan and the greater New York metropolitan area. It also intends to provide
construction services to tenants and other entities.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.67
3.92
30.32
-

Profit Margin
Operating Margin
ROA
ROE

8.67%
24.34%
2.41%
26.55%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.79
87.10%
$614.40

$0.09
350.00%
$169.40

Upcoming Earnings
Next Earnings Date
2/26/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$459.50

Key Statistics
Market Cap ($B)
$1.70
P/E Ratio
30.32

52-Week Range
$14.19 -$17.39
Dividend Yield
2.26%

Notes:

68

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

0.00%
11.80%

Competitor Analysis
(Out of 213 companies in REITs)
#116 in Market Cap
#1 in Earnings Growth
#178 in Sales Growth
#1 in Long-Term Growth Rate

Expedia, Inc. (EXPE)


My Ratings:

Buy

Company Profile
Expedia, Inc., together with its subsidiaries, operates as an online travel company
in the United States and internationally.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.04
5.88
26.6
1.02

Profit Margin
Operating Margin
ROA
ROE

7.68%
10.92%
4.84%
20.92%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.92
216.83%
$5,559.50

$1.94
59.00%
$1,712.50

Upcoming Earnings
Next Earnings Date
2/5/2015
Long-Term Growth Rate 18.90%
This Year Revenue
$6,510.60

Key Statistics
Market Cap ($B)
$11.08
P/E Ratio
26.6

52-Week Range
$62.73 -$91.35
Dividend Yield
0.82%

Notes:

69

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.01
9.90%
18.50%

Competitor Analysis
(Out of 42 companies in Internet & Catalog
Retail)
#7 in Market Cap
#15 in Earnings Growth
#16 in Sales Growth
#22 in Long-Term Growth Rate

Extra Space Storage Inc. (EXR)


Company Profile

My Ratings:

Str. Buy

Extra Space Storage, Inc. operates as a real estate investment trust (REIT) in the
United States. It engages in property management and development activities
that include acquiring, managing, developing, and selling, as well as the rental of
self-storage facilities.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
9.78
3.89
32.2
5.94

Profit Margin
Operating Margin
ROA
ROE

30.65%
48.11%
5.43%
12.92%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.66
53.39%
$685.80

$0.47
80.80%
$171.90

Upcoming Earnings
Next Earnings Date
2/19/2015
Long-Term Growth Rate 9.80%
This Year Revenue
$695.80

Key Statistics
Market Cap ($B)
$6.76
P/E Ratio
32.2

52-Week Range
$40.49 -$60.12
Dividend Yield
3.65%

Notes:

70

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.47
29.50%
13.10%

Competitor Analysis
(Out of 213 companies in REITs)
#31 in Market Cap
#112 in Earnings Growth
#78 in Sales Growth
#99 in Long-Term Growth Rate

Fresh Del Monte Produce Inc. (FDP)


My Ratings:

Buy

Company Profile
Fresh Del Monte Produce Inc. produces, markets, and distributes fresh and freshcut fruit and vegetables worldwide.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.47
0.99
-

Profit Margin
Operating Margin
ROA
ROE

-0.03%
4.14%
-0.04%
-0.06%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

($0.35)
-101.04%
$3,878.10

$0.35
218.20%
$884.60

Upcoming Earnings
Next Earnings Date
2/17/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$3,940.90

Key Statistics
Market Cap ($B)
$1.83
P/E Ratio
-

52-Week Range
$25.39 -$34.49
Dividend Yield
1.57%

Notes:

71

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

($0.08)
0.00%
1.10%

Competitor Analysis
(Out of 64 companies in Food Products)
#36 in Market Cap
#1 in Earnings Growth
#38 in Sales Growth
#13 in Long-Term Growth Rate

F5 Networks, Inc. (FFIV)


Company Profile

My Ratings:

F5 Networks, Inc. develops, markets, and sells application delivery networking


products that optimize the security, performance, and availability of network applications, servers, and storage systems.

Str. Buy

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
5.68
7
31.61
1.14

Profit Margin
Operating Margin
ROA
ROE

17.97%
28.51%
14.10%
21.40%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$1.22
16.52%
$1,732.00

$1.26
29.90%
$465.30

Upcoming Earnings
Next Earnings Date
1/22/2015
Long-Term Growth Rate 15.40%
This Year Revenue
$2,014.3

Key Statistics
Market Cap ($B)
$9.58
P/E Ratio
31.61

52-Week Range
$81.47 -$133.26
Dividend Yield
0.00%

Notes:

72

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.49
22.00%
15.00%

Competitor Analysis
(Out of 84 companies in Communications
Equipment)
#6 in Market Cap
#18 in Earnings Growth
#17 in Sales Growth
#35 in Long-Term Growth Rate

Fair Isaac Corporation (FICO)


My Ratings:

Buy

Company Profile
Fair Isaac Corporation provides analytic, software, and data management products and services that enable businesses to automate, enhance, and connect
decisions to enhance business performance worldwide.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
3.05
5.02
25.41
3.05

Profit Margin
Operating Margin
ROA
ROE

12.03%
21.06%
8.06%
19.26%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.54
10.04%
$789.00

$1.10
39.20%
$221.60

Upcoming Earnings
Next Earnings Date
1/28/2015
Long-Term Growth Rate 5.20%
This Year Revenue
$831.30

Key Statistics
Market Cap ($B)
$2.28
P/E Ratio
25.41

52-Week Range
$51.00 -$73.34
Dividend Yield
0.15%

Notes:

73

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.61
12.30%
4.90%

Competitor Analysis
(Out of 160 companies in Software)
#48 in Market Cap
#36 in Earnings Growth
#97 in Sales Growth
#99 in Long-Term Growth Rate

Foot Locker, Inc. (FL)


Company Profile

My Ratings:

Foot Locker, Inc., together with its subsidiaries, operates as a retailer of athletic
footwear and apparel. The company operates in two segments, Athletic Stores
and Direct-to-Customers.

Str. Buy

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.16
3.09
16.42
1.46

Profit Margin
Operating Margin
ROA
ROE

7.04%
10.99%
13.95%
19.53%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.82
23.53%
$7,031.00

$0.82
17.10%
$1,731.00

Upcoming Earnings
Next Earnings Date
3/4/2015
Long-Term Growth Rate 13.70%
This Year Revenue
$7,437.70

Key Statistics
Market Cap ($B)
$8.04
P/E Ratio
16.42

52-Week Range
$36.73 -$57.98
Dividend Yield
1.57%

Notes:

74

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.92
11.70%
5.30%

Competitor Analysis
(Out of 103 companies in Specialty Retail)
#18 in Market Cap
#37 in Earnings Growth
#50 in Sales Growth
#32 in Long-Term Growth Rate

Flextronics International Ltd. (FLEX)


My Ratings:

Buy

Company Profile
Flextronics International Ltd. provides design, manufacturing, and supply chain
services to original equipment manufacturers worldwide.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.23
2.67
12.64
1.14

Profit Margin
Operating Margin
ROA
ROE

1.85%
2.41%
4.19%
22.65%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.26
182.76%
$27,078.60

$0.23
21.10%
$6,528.50

Upcoming Earnings
Next Earnings Date
1/28/2015
Long-Term Growth Rate 10.90%
This Year Revenue
$26,465.90

Key Statistics
Market Cap ($B)
$6.16
P/E Ratio
12.64

52-Week Range
$7.15 -$11.52
Dividend Yield
0.00%

Notes:

75

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.26
0.70%
7.80%

Competitor Analysis
(Out of 128 companies in Electronic
Equipment)
#7 in Market Cap
#42 in Earnings Growth
#75 in Sales Growth
#59 in Long-Term Growth Rate

Federal Realty Investment Trust (FRT)


Company Profile

My Ratings:

Federal Realty Investment Trust operates as a real estate investment trust, which
engages in the ownership, management, development, and redevelopment of
retail and mixed-use properties.

Str. Buy

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
12.99
5.72
56.11
8.16

Profit Margin
Operating Margin
ROA
ROE

23.37%
39.18%
3.65%
10.59%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.42
4.48%
$675.20

$0.69
21.10%
$171.40

Upcoming Earnings
Next Earnings Date
2/10/2015
Long-Term Growth Rate 17.50%
This Year Revenue
$728.30

Key Statistics
Market Cap ($B)
$8.94
P/E Ratio
56.11

52-Week Range
$100.30 -$135.91
Dividend Yield
2.94%

Notes:

76

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.66
56.00%
8.30%

Competitor Analysis
(Out of 213 companies in REITs)
#23 in Market Cap
#25 in Earnings Growth
#100 in Sales Growth
#74 in Long-Term Growth Rate

FirstService Corporation (FSRV)


My Ratings:

Company Profile

Buy

FirstService Corporation provides real estate related services to commercial,


institutional, and residential customers in North America and internationally. The
company operates in three segments: Commercial Real Estate Services, Residential Real Estate Services, and Property Services.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.71
7.89
61.78
1.33

Profit Margin
Operating Margin
ROA
ROE

1.15%
5.37%
2.06%
12.55%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.97
0.00%
$2,582.20

$0.59
555.60%
$684.60

Upcoming Earnings
Next Earnings Date
2/11/2015
Long-Term Growth Rate 16.00%
This Year Revenue
$2,898.60

Key Statistics
Market Cap ($B)
$1.84
P/E Ratio
61.78

52-Week Range
$38.80 -$56.90
Dividend Yield
0.77%

Notes:

77

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.98
1.00%
11.00%

Competitor Analysis
(Out of 32 companies in Real Estate Mgmt.)
#10 in Market Cap
#5 in Earnings Growth
#6 in Sales Growth
#9 in Long-Term Growth Rate

Forward Air Corporation (FWRD)


My Ratings:

Company Profile

Buy

Forward Air Corporation, together with its subsidiaries, provides surface transportation and related logistics services in North America. The company operates
in three segments: Forward Air, Inc. (Forward Air), Forward Air Solutions, Inc.
(FASI), and Total Quality, Inc. (TQI).

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.02
3.33
25.25
1.91

Profit Margin
Operating Margin
ROA
ROE

7.98%
12.68%
11.70%
13.80%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.50
6.08%
$748.00

$0.54
17.40%
$201.50

Upcoming Earnings
Next Earnings Date
2/9/2015
Long-Term Growth Rate 15.40%
This Year Revenue
$853.20

Key Statistics
Market Cap ($B)
$1.49
P/E Ratio
25.25

52-Week Range
$42.03 -$49.63
Dividend Yield
1.07%

Notes:

78

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.63
25.50%
18.60%

Competitor Analysis
(Out of 14 companies in Air Freight &
Logistics)
#6 in Market Cap
#5 in Earnings Growth
#4 in Sales Growth
#7 in Long-Term Growth Rate

Greatbatch, Inc. (GB)


My Ratings:

Buy

Company Profile
Greatbatch, Inc. is engaged in implantable medical and electrochem solutions
businesses. It operates in two segments: Greatbatch Medical and QiG Group.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.69
1.99
23.03
1.83

Profit Margin
Operating Margin
ROA
ROE

7.35%
12.46%
5.62%
9.11%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.55
138.55%
$694.70

$0.54
22.70%
$171.70

Upcoming Earnings
Next Earnings Date
2/23/2015
Long-Term Growth Rate 7.90%
This Year Revenue
$731.20

Key Statistics
Market Cap ($B)
$1.19
P/E Ratio
23.03

52-Week Range
$38.74 -$51.00
Dividend Yield
0.00%

Notes:

79

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.59
6.90%
2.50%

Competitor Analysis
(Out of 149 companies in Health Care
Supplies)
#49 in Market Cap
#23 in Earnings Growth
#83 in Sales Growth
#60 in Long-Term Growth Rate

Greenbrier Companies, Inc. (GBX)


My Ratings:

Buy

Company Profile
The Greenbrier Companies, Inc. designs, manufactures, and markets railroad
freight car equipment in North America and Europe.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.58
2.41
11.34
0.74

Profit Margin
Operating Margin
ROA
ROE

5.08%
8.94%
7.97%
23.82%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.51
0.00%
$2,204.00

$1.43
123.40%
$618.10

Upcoming Earnings
Next Earnings Date
1/7/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$2,645.40

Key Statistics
Market Cap ($B)
$1.23
P/E Ratio
11.34

52-Week Range
$30.92 -$77.54
Dividend Yield
0.84%

Notes:

80

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.74
45.60%
9.70%

Competitor Analysis
(Out of 117 companies in Machinery)
#56 in Market Cap
#13 in Earnings Growth
#28 in Sales Growth
#15 in Long-Term Growth Rate

Gannett Co., Inc. (GCI)


My Ratings:

Buy

Company Profile
Gannett Co., Inc. operates as a media and marketing solutions company in the
United States and internationally. It operates through three segments: Broadcasting, Publishing, and Digital.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.22
2.35
14.48
0.77

Profit Margin
Operating Margin
ROA
ROE

8.40%
19.37%
5.67%
17.56%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.66
20.59%
$5,675.20

$0.51
50.00%
$1,443.10

Upcoming Earnings
Next Earnings Date
2/2/2015
Long-Term Growth Rate 11.90%
This Year Revenue
$6,305.80

Key Statistics
Market Cap ($B)
$6.90
P/E Ratio
14.48

52-Week Range
$25.95 -$34.56
Dividend Yield
2.70%

Notes:

81

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.01
53.40%
24.00%

Competitor Analysis
(Out of 104 companies in Media)
#27 in Market Cap
#12 in Earnings Growth
#13 in Sales Growth
#36 in Long-Term Growth Rate

GEO Group Inc (GEO)


My Ratings:

Str. Buy

Company Profile
The GEO Group, Inc. provides government-outsourced services specializing
in the management of correctional, detention, and re-entry facilities, and the
provision of community based services and youth services in the United States,
Australia, South Africa, the United Kingdom, and Canada.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.71
2.73
21.13
-

Profit Margin
Operating Margin
ROA
ROE

8.10%
13.45%
4.53%
12.71%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.39
-34.16%
$1,647.40

$0.54
20.00%
$457.90

Upcoming Earnings
Next Earnings Date
2/19/2015
Long-Term Growth Rate 10.60%
This Year Revenue
$1,755.20

Key Statistics
Market Cap ($B)
$2.91
P/E Ratio
21.13

52-Week Range
$30.94 -$41.40
Dividend Yield
5.97%

Notes:

82

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.52
32.90%
13.20%

Competitor Analysis
(Out of 213 companies in REITs)
#81 in Market Cap
#36 in Earnings Growth
#77 in Sales Growth
#92 in Long-Term Growth Rate

Graham Holdings Co. (GHC)


My Ratings:

Str. Buy

Company Profile
Graham Holdings Company, through its subsidiaries, operates as a diversified
education and media company worldwide. It operates in three segments: Kaplan
Higher Education (KHE), Kaplan Test Preparation (KTP), and Kaplan International.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.79
1.82
9.82
5.17

Profit Margin
Operating Margin
ROA
ROE

18.38%
10.41%
12.09%
22.68%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$21.14
883.43%
$3,481.50

$14.32
96.70%
$898.90

Upcoming Earnings
Next Earnings Date
2/20/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$3,475.00

Key Statistics
Market Cap ($B)
$5.25
P/E Ratio
9.82

52-Week Range
$614.00 -$945.36
Dividend Yield
1.46%

Notes:

83

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

0.00%
0.00%

Competitor Analysis
(Out of 40 companies in Diversified Consumer
Services)
#2 in Market Cap
#1 in Earnings Growth
#1 in Sales Growth
#23 in Long-Term Growth Rate

G-III Apparel Group, Ltd. (GIII)


Company Profile

My Ratings:

G-III Apparel Group, Ltd. designs, manufactures, and markets womens and mens
apparel. The companys products include outerwear, dresses, sportswear, swimwear, womens suits, and womens performance wear.

Str. Buy

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.96
2.85
19.91
1.28

Profit Margin
Operating Margin
ROA
ROE

4.88%
7.26%
9.08%
16.13%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.62
29.68%
$2,075.30

$3.53
23.90%
$812.30

Upcoming Earnings
Next Earnings Date
3/24/2015
Long-Term Growth Rate 17.50%
This Year Revenue
$2,310.50

Key Statistics
Market Cap ($B)
$2.13
P/E Ratio
19.91

52-Week Range
$64.74 -$96.78
Dividend Yield
0.00%

Notes:

84

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.81
31.30%
11.50%

Competitor Analysis
(Out of 42 companies in Apparel & Luxury
Goods)
#19 in Market Cap
#7 in Earnings Growth
#13 in Sales Growth
#13 in Long-Term Growth Rate

G&K Services, Inc., Class A (GK)


My Ratings:

Buy

Company Profile
G&K Services, Inc. provides branded uniform and facility services programs in the
United States, Canada, and the Dominican Republic.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.39
3.39
21.74
1.74

Profit Margin
Operating Margin
ROA
ROE

6.46%
10.91%
6.43%
13.70%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.75
9.40%
$910.90

$0.81
19.10%
$230.20

Upcoming Earnings
Next Earnings Date
1/27/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$963.10

Key Statistics
Market Cap ($B)
$1.28
P/E Ratio
21.74

52-Week Range
$48.06 -$67.04
Dividend Yield
2.24%

Notes:

85

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.82
9.90%
4.40%

Competitor Analysis
(Out of 72 companies in Commercial Services)
#31 in Market Cap
#20 in Earnings Growth
#28 in Sales Growth
#32 in Long-Term Growth Rate

Gruma SAB de CV Sponsored ADR (GMK)


My Ratings:

Buy

Company Profile
Gruma, S.A.B. de C.V., through its subsidiaries, produces, and sells corn flour,
wheat flour, tortillas, and other related products.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.09
3.73
11.34
3.39

Profit Margin
Operating Margin
ROA
ROE

9.66%
11.90%
11.44%
38.40%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$1.48
228.43%
$3,814.50

$0.69
72.50%
$879.30

Upcoming Earnings
Next Earnings Date
2/25/2015
Long-Term Growth Rate 5.00%
This Year Revenue
$3,653.80

Key Statistics
Market Cap ($B)
$4.12
P/E Ratio
11.34

52-Week Range
$28.80 -$48.28
Dividend Yield
0.00%

Notes:

86

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.57
61.20%
12.40%

Competitor Analysis
(Out of 64 companies in Food Products)
#24 in Market Cap
#43 in Earnings Growth
#50 in Sales Growth
#42 in Long-Term Growth Rate

Graphic Packaging Holding Company (GPK)


My Ratings:

Buy

Company Profile
Graphic Packaging Holding Company, together with its subsidiaries, provides
packaging solutions in the United States, Canada, Central/South America, Europe, and the Asia-Pacific. The company operates in two segments, Paperboard
Packaging and Flexible Packaging.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1
3.88
46.57
0.8

Profit Margin
Operating Margin
ROA
ROE

2.18%
9.33%
2.08%
8.59%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.17
-20.00%
$4,314.30

$0.16
23.10%
$1,050.00

Upcoming Earnings
Next Earnings Date
2/5/2015
Long-Term Growth Rate 18.60%
This Year Revenue
$4,146.10

Key Statistics
Market Cap ($B)
$4.26
P/E Ratio
46.57

52-Week Range
$9.12 -$13.11
Dividend Yield
0.00%

Notes:

87

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.15
12.10%
7.10%

Competitor Analysis
(Out of 19 companies in Containers &
Packaging)
#10 in Market Cap
#15 in Earnings Growth
#15 in Sales Growth
#5 in Long-Term Growth Rate

Global Payments Inc. (GPN)


My Ratings:

Buy

Company Profile
Global Payments Inc. provides electronic payments transaction processing services. The company operates in two segments, North America Merchant Services
and International Merchant Services.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.13
5.69
21.83
1.42

Profit Margin
Operating Margin
ROA
ROE

9.74%
16.38%
6.53%
25.48%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$1.07
18.42%
$2,629.40

$1.10
26.40%
$704.90

Upcoming Earnings
Next Earnings Date
1/8/2015
Long-Term Growth Rate 11.70%
This Year Revenue
$2,883.80

Key Statistics
Market Cap ($B)
$5.36
P/E Ratio
21.83

52-Week Range
$61.51 -$86.36
Dividend Yield
0.11%

Notes:

88

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.20
12.10%
8.50%

Competitor Analysis
(Out of 89 companies in IT Services)
#22 in Market Cap
#32 in Earnings Growth
#27 in Sales Growth
#46 in Long-Term Growth Rate

Harman International Industries (HAR)


My Ratings:

Company Profile

Buy

Harman International Industries, Incorporated develops, manufactures, and


markets audio products, lighting solutions, and electronic systems, as well as
digitally integrated audio and infotainment systems for the automotive industry
worldwide.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.28
3.84
26.44
0.98

Profit Margin
Operating Margin
ROA
ROE

4.84%
8.43%
7.24%
15.38%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$1.09
102.08%
$5,605.60

$1.18
78.80%
$1,428.90

Upcoming Earnings
Next Earnings Date
1/29/2015
Long-Term Growth Rate 20.40%
This Year Revenue
$6,338.50

Key Statistics
Market Cap ($B)
$7.12
P/E Ratio
26.44

52-Week Range
$78.97 -$117.15
Dividend Yield
1.35%

Notes:

89

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.30
19.40%
12.10%

Competitor Analysis
(Out of 64 companies in Household Durables)
#11 in Market Cap
#20 in Earnings Growth
#24 in Sales Growth
#26 in Long-Term Growth Rate

HCC Insurance Holdings, Inc. (HCC)


My Ratings:

Company Profile

Buy

HCC Insurance Holdings, Inc. underwrites non-correlated specialty insurance


products worldwide. The company operates in five segments: U.S. Property &
Casualty, Professional Liability, Accident & Health, U.S. Surety & Credit, and International. The U.S.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.97
1.33
11.42
1.87

Profit Margin
Operating Margin
ROA
ROE

17.58%
26.00%
4.33%
12.31%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$1.11
15.91%
$2,619.20

$1.41
43.90%
$690.00

Upcoming Earnings
Next Earnings Date
2/10/2015
Long-Term Growth Rate 2.30%
This Year Revenue
$3,199.50

Key Statistics
Market Cap ($B)
$5.16
P/E Ratio
11.42

52-Week Range
$41.32 -$54.30
Dividend Yield
2.44%

Notes:

90

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.97
12.20%
4.60%

Competitor Analysis
(Out of 121 companies in Insurance)
#39 in Market Cap
#72 in Earnings Growth
#42 in Sales Growth
#80 in Long-Term Growth Rate

HFF, Inc. Class A (HF)


My Ratings:

Buy

Company Profile
HFF, Inc. provides commercial real estate and capital market services to users and
providers of capital in the commercial real estate industry in the United States.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
3.08
8.1
22.34
1.37

Profit Margin
Operating Margin
ROA
ROE

13.76%
20.55%
12.63%
36.72%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.60
17.19%
$414.40

$0.47
34.30%
$112.60

Upcoming Earnings
Next Earnings Date
3/9/2015
Long-Term Growth Rate 17.20%
This Year Revenue
$488.80

Key Statistics
Market Cap ($B)
$1.28
P/E Ratio
22.34

52-Week Range
$25.04 -$38.15
Dividend Yield
0.00%

Notes:

91

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.74
22.80%
14.90%

Competitor Analysis
(Out of 101 companies in Capital Markets)
#51 in Market Cap
#18 in Earnings Growth
#20 in Sales Growth
#37 in Long-Term Growth Rate

Huntington Ingalls Industries, Inc. (HII)


My Ratings:

Buy

Company Profile
Huntington Ingalls Industries, Inc. is engaged in designing, building, overhauling, and repairing ships primarily for the U.S. Navy and the U.S. Coast Guard. It
operates in two segments, Ingalls and Newport News.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.73
3.02
13.44
0.53

Profit Margin
Operating Margin
ROA
ROE

5.41%
10.03%
6.08%
29.03%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$1.82
76.21%
$6,968.00

$1.96
44.10%
$1,717.00

Upcoming Earnings
Next Earnings Date
3/25/2015
Long-Term Growth Rate 18.80%
This Year Revenue
$7,026.20

Key Statistics
Market Cap ($B)
$5.03
P/E Ratio
13.44

52-Week Range
$81.37 -$110.13
Dividend Yield
0.77%

Notes:

92

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$2.02
11.10%
2.10%

Competitor Analysis
(Out of 55 companies in Aerospace & Defense)
#16 in Market Cap
#17 in Earnings Growth
#36 in Sales Growth
#9 in Long-Term Growth Rate

Highwoods Properties, Inc. (HIW)


My Ratings:

Company Profile

Str. Buy

Highwoods Properties, Inc. is a real estate investment trust. The trust engages in
leasing, management, development, construction, and other customer-related
services for its properties and for third parties. It invests in the real estate markets of United States.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
6.39
2.71
37.42
9.49

Profit Margin
Operating Margin
ROA
ROE

17.36%
25.48%
2.73%
7.15%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.20
101.75%
$613.20

$0.57
235.30%
$153.90

Upcoming Earnings
Next Earnings Date
2/11/2015
Long-Term Growth Rate 12.70%
This Year Revenue
$644.00

Key Statistics
Market Cap ($B)
$3.96
P/E Ratio
37.42

52-Week Range
$34.83 -$44.33
Dividend Yield
4.37%

Notes:

93

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.21
5.00%
4.20%

Competitor Analysis
(Out of 213 companies in REITs)
#57 in Market Cap
#69 in Earnings Growth
#126 in Sales Growth
#79 in Long-Term Growth Rate

HollySys Automation Technologies (HOLI)


My Ratings:

Company Profile

Buy

Hollysys Automation Technologies Ltd. provides automation and control technologies and products to customers in industrial, railway, subway, nuclear power,
building retrofit, and mechanical and electronic industries primarily in the
Peoples Republic China, Hong Kong, Southeast Asia, and the Middle East.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.54
2.69
18.18
-

Profit Margin
Operating Margin
ROA
ROE

13.98%
20.31%
8.58%
16.16%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.42
30.00%
$548.80

$0.46
31.40%
$140.70

Upcoming Earnings
Next Earnings Date
2/17/2015
Long-Term Growth Rate 12.60%
This Year Revenue
$619.80

Key Statistics
Market Cap ($B)
$1.38
P/E Ratio
18.18

52-Week Range
$15.53 -$25.94
Dividend Yield
0.00%

Notes:

94

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

0.00%
10.80%

Competitor Analysis
(Out of 128 companies in Electronic
Equipment)
#34 in Market Cap
#1 in Earnings Growth
#76 in Sales Growth
#54 in Long-Term Growth Rate

Hospitality Properties Trust (HPT)


My Ratings:

Buy

Company Profile
Hospitality Properties Trust, a real estate investment trust (REIT), engages in buying, owning, and leasing hotels.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.72
1.7
30.01
5.48

Profit Margin
Operating Margin
ROA
ROE

10.26%
18.72%
2.92%
5.92%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.19
49.28%
$1,690.80

$0.29
141.70%
$459.70

Upcoming Earnings
Next Earnings Date
2/25/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$1,747.30

Key Statistics
Market Cap ($B)
$4.63
P/E Ratio
30.01

52-Week Range
$24.71 -$31.38
Dividend Yield
7.30%

Notes:

95

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.28
47.40%
7.70%

Competitor Analysis
(Out of 213 companies in REITs)
#46 in Market Cap
#26 in Earnings Growth
#104 in Sales Growth
#49 in Long-Term Growth Rate

Healthcare Realty Trust Incorporated (HR)


Company Profile

My Ratings:

Healthcare Realty Trust Incorporated is an independent real estate investment


trust. The firm invests in real estate markets of the United States.

Str. Buy

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
6.93
2.18
71.16
22.26

Profit Margin
Operating Margin
ROA
ROE

9.41%
28.00%
1.29%
2.81%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.13
0.00%
$369.20

$0.09
80.00%
$94.60

Upcoming Earnings
Next Earnings Date
2/18/2015
Long-Term Growth Rate 78.30%
This Year Revenue
$395.90

Key Statistics
Market Cap ($B)
$2.65
P/E Ratio
71.16

52-Week Range
$21.09 -$27.05
Dividend Yield
5.07%

Notes:

96

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.11
19.20%
6.00%

Competitor Analysis
(Out of 213 companies in REITs)
#89 in Market Cap
#103 in Earnings Growth
#115 in Sales Growth
#20 in Long-Term Growth Rate

Hospira, Inc. (HSP)


My Ratings:

Str. Buy

Company Profile
Hospira, Inc. provides injectable pharmaceutical drugs and infusion technologies to develop, manufacture, distribute, and market products worldwide. The
company operates through Americas, EMEA, and APAC segments.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.28
3.04
30.62
2.12

Profit Margin
Operating Margin
ROA
ROE

7.48%
13.26%
5.28%
10.57%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.51
0.00%
$4,421.60

$0.92
9100.00%
$1,150.60

Upcoming Earnings
Next Earnings Date
2/11/2015
Long-Term Growth Rate 9.40%
This Year Revenue
$4,517.20

Key Statistics
Market Cap ($B)
$10.20
P/E Ratio
30.62

52-Week Range
$39.88 -$62.08
Dividend Yield
0.00%

Notes:

97

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.43
16.00%
2.90%

Competitor Analysis
(Out of 112 companies in Pharmaceuticals)
#22 in Market Cap
#30 in Earnings Growth
#47 in Sales Growth
#30 in Long-Term Growth Rate

Hersha Hospitality Trust Class A (HT)


My Ratings:

Company Profile

Buy

Operates as a Maryland REIT that focuses primarily on owning and operating


high quality, upscale and mid-scale limited service and extended-stay hotels. Its
portfolio consisted of 31 wholly-owned limited and full service properties and
joint venture investments in 16 hotels as of Dec. 31, 2005.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
3.66
1.75
29.12
13.97

Profit Margin
Operating Margin
ROA
ROE

16.00%
14.19%
3.41%
7.67%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.00
733.33%
$396.50

$0.02
100.00%
$113.70

Upcoming Earnings
Next Earnings Date
2/24/2015
Long-Term Growth Rate 114.10%
This Year Revenue
$456.40

Key Statistics
Market Cap ($B)
$1.46
P/E Ratio
29.12

52-Week Range
$5.24 -$7.44
Dividend Yield
4.40%

Notes:

98

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.01
0.00%
19.90%

Competitor Analysis
(Out of 213 companies in REITs)
#131 in Market Cap
#1 in Earnings Growth
#54 in Sales Growth
#13 in Long-Term Growth Rate

Healthcare Trust of America Inc. (HTA)


My Ratings:

Str. Buy

Company Profile
Healthcare Trust of America, Inc is an equity real estate investment trust. The firm
invests in the real estate markets of the United States.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
8.62
2.35
108.83
22.35

Profit Margin
Operating Margin
ROA
ROE

7.73%
20.81%
0.98%
2.04%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.02
50.00%
$360.30

$0.07
250.00%
$95.50

Upcoming Earnings
Next Earnings Date
3/24/2015
Long-Term Growth Rate 23.10%
This Year Revenue
$393.90

Key Statistics
Market Cap ($B)
$3.12
P/E Ratio
108.83

52-Week Range
$9.80 -$13.06
Dividend Yield
5.00%

Notes:

99

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.04
116.70%
15.10%

Competitor Analysis
(Out of 213 companies in REITs)
#76 in Market Cap
#9 in Earnings Growth
#72 in Sales Growth
#57 in Long-Term Growth Rate

Heartland Express, Inc. (HTLD)


Company Profile

My Ratings:

Heartland Express, Inc., through its subsidiaries, operates as a short-to-mediumhaul truckload carrier of general commodities in the United States and Canada.

Str. Buy

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.65
4.96
28.64
2.46

Profit Margin
Operating Margin
ROA
ROE

9.29%
10.36%
12.28%
19.83%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.20
9.76%
$851.70

$0.26
36.80%
$217.10

Upcoming Earnings
Next Earnings Date
1/21/2015
Long-Term Growth Rate 14.80%
This Year Revenue
$930.60

Key Statistics
Market Cap ($B)
$2.26
P/E Ratio
28.64

52-Week Range
$17.89 -$26.53
Dividend Yield
0.33%

Notes:

100

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.25
27.20%
20.60%

Competitor Analysis
(Out of 35 companies in Road & Rail)
#19 in Market Cap
#14 in Earnings Growth
#3 in Sales Growth
#21 in Long-Term Growth Rate

Industrias Bachoco SAB de CV (IBA)


My Ratings:

Buy

Company Profile
Industrias Bachoco, S.A.B. de C.V., through its subsidiaries, operates as a poultry
producer in Mexico and the United States. The company is primarily engaged
in breeding, processing, and marketing of chicken, eggs, swine, and balanced
animal feed.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.83
1.48
13.41
-

Profit Margin
Operating Margin
ROA
ROE

6.22%
11.48%
8.14%
11.43%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

($0.69)
-15.21%
$3,052.30

$1.58
216.00%
$737.40

Upcoming Earnings
Next Earnings Date
2/5/2015
Long-Term Growth Rate 0.80%
This Year Revenue
$3,081.00

Key Statistics
Market Cap ($B)
$2.54
P/E Ratio
13.41

52-Week Range
$39.56 -$61.24
Dividend Yield
0.00%

Notes:

101

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.65
0.00%
6.40%

Competitor Analysis
(Out of 64 companies in Food Products)
#29 in Market Cap
#1 in Earnings Growth
#47 in Sales Growth
#30 in Long-Term Growth Rate

IDEXX Laboratories, Inc. (IDXX)


Company Profile

My Ratings:

IDEXX Laboratories, Inc. develops, manufactures, and distributes products and


services primarily for the companion animal veterinary, livestock and poultry,
water testing, and dairy markets worldwide.

Str. Buy

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
5.11
31.32
38.17
2.72

Profit Margin
Operating Margin
ROA
ROE

13.39%
19.55%
16.03%
52.13%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.82
11.63%
$1,487.90

$1.03
19.80%
$383.50

Upcoming Earnings
Next Earnings Date
1/30/2015
Long-Term Growth Rate 14.70%
This Year Revenue
$1,681.70

Key Statistics
Market Cap ($B)
$7.19
P/E Ratio
38.17

52-Week Range
$102.27 -$152.88
Dividend Yield
0.00%

Notes:

102

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.72
12.80%
3.10%

Competitor Analysis
(Out of 149 companies in Health Care
Supplies)
#20 in Market Cap
#52 in Earnings Growth
#77 in Sales Growth
#36 in Long-Term Growth Rate

IMS Health Holdings, Inc. (IMS)


My Ratings:

Buy

Company Profile
IMS Health Holdings, Inc. provides information, services, and technology to the
healthcare industry worldwide.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
3.18
5.12
1.83

Profit Margin
Operating Margin
ROA
ROE

-3.91%
12.51%
1.01%
6.39%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.27
0.00%
$2,637.00

$0.14
1300.00%
$656.00

Upcoming Earnings
Next Earnings Date
2/11/2015
Long-Term Growth Rate 8.90%
This Year Revenue
$2,790.70

Key Statistics
Market Cap ($B)
$8.38
P/E Ratio
-

52-Week Range
$22.83 -$28.26
Dividend Yield
0.00%

Notes:

103

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.34
26.50%
1.00%

Competitor Analysis
(Out of 22 companies in Health Care
Technology)
#2 in Market Cap
#4 in Earnings Growth
#17 in Sales Growth
#13 in Long-Term Growth Rate

Ingredion Incorporated (INGR)


My Ratings:

Buy

Company Profile
Ingredion Incorporated, together with its subsidiaries, manufactures and sells
starch, sweetener, and nutrition ingredients to various industries.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1
2.67
15.38
-

Profit Margin
Operating Margin
ROA
ROE

6.49%
9.80%
7.43%
17.05%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$1.35
2.53%
$6,127.10

$1.60
45.50%
$1,544.80

Upcoming Earnings
Next Earnings Date
2/5/2015
Long-Term Growth Rate 8.80%
This Year Revenue
$5,851.90

Key Statistics
Market Cap ($B)
$5.89
P/E Ratio
15.38

52-Week Range
$58.88 -$84.36
Dividend Yield
2.22%

Notes:

104

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.53
13.40%
4.20%

Competitor Analysis
(Out of 64 companies in Food Products)
#21 in Market Cap
#17 in Earnings Growth
#43 in Sales Growth
#34 in Long-Term Growth Rate

Interpublic Group of Companies, Inc. (IPG)


My Ratings:

Buy

Company Profile
The Interpublic Group of Companies, Inc., through its subsidiaries, provides advertising and marketing services worldwide. The company operates through two
segments, Integrated Agency Networks and Constituency Management Group.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.11
3.93
23.02
1.75

Profit Margin
Operating Margin
ROA
ROE

4.85%
9.93%
3.10%
16.48%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.56
0.00%
$7,452.70

$0.21
90.90%
$1,841.10

Upcoming Earnings
Next Earnings Date
2/20/2015
Long-Term Growth Rate 19.50%
This Year Revenue
$7,803.00

Key Statistics
Market Cap ($B)
$8.18
P/E Ratio
23.02

52-Week Range
$16.05 -$20.55
Dividend Yield
2.07%

Notes:

105

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.58
3.90%
3.80%

Competitor Analysis
(Out of 104 companies in Media)
#26 in Market Cap
#34 in Earnings Growth
#45 in Sales Growth
#30 in Long-Term Growth Rate

ITC Holdings Corp. (ITC)


Company Profile

My Ratings:

ITC Holdings Corp., together with its subsidiaries, is engaged in the transmission
of electricity in the United States.

Str. Buy

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
5.76
3.73
22.14
1.88

Profit Margin
Operating Margin
ROA
ROE

26.19%
59.86%
4.23%
17.33%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.44
32.90%
$1,047.30

$0.47
25.90%
$270.10

Upcoming Earnings
Next Earnings Date
2/25/2015
Long-Term Growth Rate 10.80%
This Year Revenue
$1,162.60

Key Statistics
Market Cap ($B)
$6.03
P/E Ratio
22.14

52-Week Range
$30.86 -$40.54
Dividend Yield
1.82%

Notes:

106

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.48
9.20%
9.80%

Competitor Analysis
(Out of 41 companies in Electric Utilities)
#19 in Market Cap
#10 in Earnings Growth
#8 in Sales Growth
#7 in Long-Term Growth Rate

John Bean Technologies Corporation (JBT)


My Ratings:

Buy

Company Profile
John Bean Technologies Corporation provides technology solutions for the food
processing and air transportation industries. The company operates in two segments, JBT FoodTech and JBT AeroTech.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.96
6.14
32
1.74

Profit Margin
Operating Margin
ROA
ROE

3.01%
7.08%
4.68%
21.73%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.54
-26.32%
$976.90

$0.30
20.00%
$243.20

Upcoming Earnings
Next Earnings Date
3/3/2015
Long-Term Growth Rate 18.50%
This Year Revenue
$1,039.10

Key Statistics
Market Cap ($B)
$0.93
P/E Ratio
32

52-Week Range
$25.93 -$32.68
Dividend Yield
1.28%

Notes:

107

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.57
6.20%
3.10%

Competitor Analysis
(Out of 117 companies in Machinery)
#65 in Market Cap
#57 in Earnings Growth
#54 in Sales Growth
#33 in Long-Term Growth Rate

Jones Lang LaSalle Incorporated (JLL)


My Ratings:

Str. Buy

Company Profile
Jones Lang LaSalle Incorporated, a financial and professional services company,
provides commercial real estate and investment management services worldwide.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.22
2.74
18.69
1.29

Profit Margin
Operating Margin
ROA
ROE

6.54%
8.57%
7.33%
15.61%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$3.33
47.15%
$5,190.00

$2.30
65.50%
$1,366.00

Upcoming Earnings
Next Earnings Date
1/27/2015
Long-Term Growth Rate 14.60%
This Year Revenue
$5,776.80

Key Statistics
Market Cap ($B)
$6.38
P/E Ratio
18.69

52-Week Range
$98.57 -$145.66
Dividend Yield
0.36%

Notes:

108

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$3.86
15.90%
12.10%

Competitor Analysis
(Out of 32 companies in Real Estate Mgmt.)
#3 in Market Cap
#2 in Earnings Growth
#5 in Sales Growth
#10 in Long-Term Growth Rate

Janus Capital Group Inc. (JNS)


My Ratings:

Company Profile

Buy

Janus Capital Group, Inc. is a publicly owned asset management holding company with approximately $167.7 billion in assets under management. It also
provides retirement planning, investment planning, tax planning, investment for
college, and tax planning services to its clients.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
3
1.87
19.58
1.05

Profit Margin
Operating Margin
ROA
ROE

15.61%
30.38%
5.40%
9.69%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.21
36.84%
$931.30

$0.22
29.40%
$237.00

Upcoming Earnings
Next Earnings Date
1/22/2015
Long-Term Growth Rate 24.30%
This Year Revenue
$1,046.80

Key Statistics
Market Cap ($B)
$2.85
P/E Ratio
19.58

52-Week Range
$10.32 -$15.89
Dividend Yield
2.20%

Notes:

109

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.20
3.60%
6.30%

Competitor Analysis
(Out of 101 companies in Capital Markets)
#32 in Market Cap
#52 in Earnings Growth
#40 in Sales Growth
#20 in Long-Term Growth Rate

KAR Auction Services, Inc. (KAR)


My Ratings:

Buy

Company Profile
KAR Auction Services, Inc., together with its subsidiaries, provides vehicle auction services in North America. It operates in three segments: ADESA Auctions,
IAA, and AFC.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.08
3.14
47.57
1.09

Profit Margin
Operating Margin
ROA
ROE

4.41%
13.51%
1.93%
6.72%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.26
-7.79%
$2,299.10

$0.33
106.30%
$589.10

Upcoming Earnings
Next Earnings Date
2/17/2015
Long-Term Growth Rate 17.60%
This Year Revenue
$2,491.20

Key Statistics
Market Cap ($B)
$4.82
P/E Ratio
47.57

52-Week Range
$26.44 -$34.73
Dividend Yield
3.49%

Notes:

110

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.29
11.50%
8.50%

Competitor Analysis
(Out of 72 companies in Commercial Services)
#9 in Market Cap
#16 in Earnings Growth
#16 in Sales Growth
#16 in Long-Term Growth Rate

Kimco Realty Corporation (KIM)


Company Profile

My Ratings:

Kimco Realty Corporation is an independent real estate investment trust. The


firm invests in the real estate markets across North America. It is primarily engaged in acquisitions, development, and management of neighborhood and
community shopping centers.

Str. Buy

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
8.57
2.21
35.63
6.06

Profit Margin
Operating Margin
ROA
ROE

29.03%
42.06%
3.46%
7.45%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.11
81.58%
$1,206.70

$0.21
162.50%
$320.60

Upcoming Earnings
Next Earnings Date
2/6/2015
Long-Term Growth Rate 11.50%
This Year Revenue
$1,031.40

Key Statistics
Market Cap ($B)
$10.41
P/E Ratio
35.63

52-Week Range
$19.75 -$25.64
Dividend Yield
4.11%

Notes:

111

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.14
29.90%
3.20%

Competitor Analysis
(Out of 213 companies in REITs)
#20 in Market Cap
#38 in Earnings Growth
#131 in Sales Growth
#73 in Long-Term Growth Rate

Knight Transportation, Inc. (KNX)


My Ratings:

Str. Buy

Company Profile
Knight Transportation, Inc., together with its subsidiaries, operates as a short to
medium-haul truckload carrier of general commodities primarily in the United
States. The company operates in two segments, Asset-Based and Non-AssetBased.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.5
4.16
28.67
1.7

Profit Margin
Operating Margin
ROA
ROE

8.70%
12.21%
10.57%
15.55%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.25
30.95%
$1,034.60

$0.31
63.20%
$271.50

Upcoming Earnings
Next Earnings Date
1/28/2015
Long-Term Growth Rate 21.10%
This Year Revenue
$1,256.80

Key Statistics
Market Cap ($B)
$2.60
P/E Ratio
28.67

52-Week Range
$17.80 -$33.27
Dividend Yield
0.88%

Notes:

112

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.32
28.00%
20.00%

Competitor Analysis
(Out of 35 companies in Road & Rail)
#18 in Market Cap
#13 in Earnings Growth
#5 in Sales Growth
#13 in Long-Term Growth Rate

Lennar Corporation Class A (LEN)


My Ratings:

Buy

Company Profile
Lennar Corporation, together with its subsidiaries, is engaged in homebuilding
activities in the United States.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.19
1.9
15.33
2.6

Profit Margin
Operating Margin
ROA
ROE

7.86%
11.48%
4.79%
13.45%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.73
25.38%
$7,096.00

$0.78
44.40%
$2,014.00

Upcoming Earnings
Next Earnings Date
1/15/2015
Long-Term Growth Rate 20.40%
This Year Revenue
$8,989.70

Key Statistics
Market Cap ($B)
$8.68
P/E Ratio
15.33

52-Week Range
$35.00 -$47.51
Dividend Yield
0.41%

Notes:

113

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.96
31.70%
34.70%

Competitor Analysis
(Out of 64 companies in Household Durables)
#8 in Market Cap
#14 in Earnings Growth
#10 in Sales Growth
#24 in Long-Term Growth Rate

Liberty Property Trust (LPT)


My Ratings:

Company Profile

Buy

Liberty Property Trust is a publicly owned real estate investment holding trust.
Through its subsidiary, it provides leasing, property management, development,
acquisition, and other tenant-related services for a portfolio of industrial and office properties.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
6.53
1.76
49.1
7.2

Profit Margin
Operating Margin
ROA
ROE

13.36%
32.80%
1.64%
3.57%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.13
-3.95%
$805.00

$0.23
43.80%
$206.20

Upcoming Earnings
Next Earnings Date
2/3/2015
Long-Term Growth Rate 14.00%
This Year Revenue
$813.70

Key Statistics
Market Cap ($B)
$5.31
P/E Ratio
49.1

52-Week Range
$32.77 -$40.08
Dividend Yield
5.71%

Notes:

114

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.23
80.70%
4.70%

Competitor Analysis
(Out of 213 companies in REITs)
#40 in Market Cap
#16 in Earnings Growth
#123 in Sales Growth
#81 in Long-Term Growth Rate

Landstar System, Inc. (LSTR)


My Ratings:

Buy

Company Profile
Landstar System, Inc., together with its subsidiaries, provides integrated transportation management solutions in the United States and internationally. It
operates in two segments, Transportation Logistics and Insurance.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.1
6.64
26.45
1.5

Profit Margin
Operating Margin
ROA
ROE

4.16%
6.69%
13.00%
27.31%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.61
9.45%
$3,013.90

$0.82
32.30%
$819.30

Upcoming Earnings
Next Earnings Date
1/29/2015
Long-Term Growth Rate 17.40%
This Year Revenue
$3,424.70

Key Statistics
Market Cap ($B)
$3.29
P/E Ratio
26.45

52-Week Range
$54.89 -$80.38
Dividend Yield
0.39%

Notes:

115

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.81
33.10%
20.50%

Competitor Analysis
(Out of 35 companies in Road & Rail)
#15 in Market Cap
#10 in Earnings Growth
#4 in Sales Growth
#16 in Long-Term Growth Rate

LTC Properties, Inc. (LTC)


My Ratings:

Str. Buy

Company Profile
LTC Properties, Inc. operates as a health care real estate investment trust (REIT) in
the United States.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
12.54
2.49
23.15
5.55

Profit Margin
Operating Margin
ROA
ROE

57.41%
66.96%
7.48%
10.58%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.40
18.18%
$116.80

$0.46
17.90%
$29.50

Upcoming Earnings
Next Earnings Date
2/25/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$124.60

Key Statistics
Market Cap ($B)
$1.48
P/E Ratio
23.15

52-Week Range
$35.18 -$42.62
Dividend Yield
5.53%

Notes:

116

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.47
17.50%
19.40%

Competitor Analysis
(Out of 213 companies in REITs)
#130 in Market Cap
#50 in Earnings Growth
#55 in Sales Growth
#85 in Long-Term Growth Rate

Lexington Realty Trust (LXP)


My Ratings:

Buy

Company Profile
Lexington Corporate Properties Trust operates as a self-managed and selfadministered real estate investment trust (REIT). The company acquires, owns,
and manages a portfolio of office, industrial, and retail properties net-leased to
corporate tenants in the United States.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
5.73
1.85
110.3
5.84

Profit Margin
Operating Margin
ROA
ROE

6.61%
28.77%
0.79%
1.99%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

($0.07)
0.00%
$437.30

$0.09
800.00%
$109.70

Upcoming Earnings
Next Earnings Date
2/19/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$424.80

Key Statistics
Market Cap ($B)
$2.55
P/E Ratio
110.3

52-Week Range
$9.77 -$11.68
Dividend Yield
6.95%

Notes:

117

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.10
0.00%
3.70%

Competitor Analysis
(Out of 213 companies in REITs)
#91 in Market Cap
#1 in Earnings Growth
#162 in Sales Growth
#61 in Long-Term Growth Rate

Live Nation Entertainment, Inc. (LYV)


My Ratings:

Buy

Company Profile
Live Nation Entertainment, Inc. operates as a live entertainment company. The
company operates through Concerts, Ticketing, Artist Nation, and Sponsorship &
Advertising segments.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.72
3.35
628
-

Profit Margin
Operating Margin
ROA
ROE

0.14%
2.16%
0.17%
0.66%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

($0.41)
0.00%
$6,908.20

$0.49
122.70%
$2,502.00

Upcoming Earnings
Next Earnings Date
3/2/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$7,267.60

Key Statistics
Market Cap ($B)
$5.04
P/E Ratio
628

52-Week Range
$18.69 -$27.36
Dividend Yield
0.00%

Notes:

118

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

($0.40)
0.00%
1.90%

Competitor Analysis
(Out of 104 companies in Media)
#32 in Market Cap
#1 in Earnings Growth
#55 in Sales Growth
#3 in Long-Term Growth Rate

Mid-America Apartment Communities (MAA)


My Ratings:

Company Profile

Str. Buy

Mid-America Apartment Communities, Inc. is an independent real estate investment trust. The firm invests in the real estate markets of the United States. It is
engaged in acquisition, redevelopment, new development, property management, and disposition of multifamily apartment communities.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
5.58
1.9
59.65
-

Profit Margin
Operating Margin
ROA
ROE

9.36%
22.35%
1.88%
4.71%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

($0.19)
-23.60%
$984.20

$0.89
140.50%
$252.00

Upcoming Earnings
Next Earnings Date
2/4/2015
Long-Term Growth Rate 41.70%
This Year Revenue
$1,027.10

Key Statistics
Market Cap ($B)
$5.52
P/E Ratio
59.65

52-Week Range
$59.70 -$74.91
Dividend Yield
4.45%

Notes:

119

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.43
0.00%
4.20%

Competitor Analysis
(Out of 213 companies in REITs)
#38 in Market Cap
#1 in Earnings Growth
#127 in Sales Growth
#35 in Long-Term Growth Rate

Matson, Inc. (MATX)


My Ratings:

Buy

Company Profile
Matson, Inc., together with its subsidiaries, operates as an ocean freight carrier in
the Pacific. It operates in two segments, Ocean Transportation and Logistics.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.89
4.08
29.69
5.57

Profit Margin
Operating Margin
ROA
ROE

2.99%
6.07%
3.90%
14.74%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.31
-19.31%
$1,681.60

$0.50
25.00%
$441.80

Upcoming Earnings
Next Earnings Date
2/5/2015
Long-Term Growth Rate 14.10%
This Year Revenue
$1,821.90

Key Statistics
Market Cap ($B)
$1.50
P/E Ratio
29.69

52-Week Range
$22.97 -$35.21
Dividend Yield
2.72%

Notes:

120

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.39
24.90%
5.60%

Competitor Analysis
(Out of 22 companies in Marine)
#3 in Market Cap
#4 in Earnings Growth
#11 in Sales Growth
#10 in Long-Term Growth Rate

Macquarie Infrastructure Company LLC (MIC)


Company Profile

My Ratings:

Macquarie Infrastructure Company LLC, through its subsidiaries, owns, operates,


and invests in infrastructure businesses that provide services to businesses and
individuals primarily in the United States.

Str. Buy

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
3.12
1.61
3.72
0.13

Profit Margin
Operating Margin
ROA
ROE

85.96%
0.03%
24.04%
55.98%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.25
16233.33%
$1,206.30

$13.87
6835.00%
$388.60

Upcoming Earnings
Next Earnings Date
2/18/2015
Long-Term Growth Rate 25.10%
This Year Revenue
$1,722.90

Key Statistics
Market Cap ($B)
$4.49
P/E Ratio
3.72

52-Week Range
$51.59 -$73.04
Dividend Yield
5.70%

Notes:

121

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.38
52.00%
58.20%

Competitor Analysis
(Out of 6 companies in Transportation
Infrastructure)
#1 in Market Cap
#1 in Earnings Growth
#2 in Sales Growth
#1 in Long-Term Growth Rate

McCormick & Company, Incorporated (MKC)


My Ratings:

Company Profile

Buy

McCormick & Company, Incorporated manufactures, markets, and distributes


spices, seasoning mixes, condiments, and other flavorful products to retail
outlets, food manufacturers, and foodservice businesses. It operates in two segments, Consumer and Industrial.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.23
4.79
22.58
2.69

Profit Margin
Operating Margin
ROA
ROE

9.90%
14.64%
9.52%
22.48%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$1.20
4.26%
$4,239.60

$0.94
20.50%
$1,042.80

Upcoming Earnings
Next Earnings Date
1/22/2015
Long-Term Growth Rate 7.60%
This Year Revenue
$4,419.20

Key Statistics
Market Cap ($B)
$9.36
P/E Ratio
22.58

52-Week Range
$63.03 -$74.33
Dividend Yield
2.12%

Notes:

122

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.15
4.40%
3.50%

Competitor Analysis
(Out of 64 companies in Food Products)
#18 in Market Cap
#34 in Earnings Growth
#28 in Sales Growth
#39 in Long-Term Growth Rate

MKS Instruments, Inc. (MKSI)


My Ratings:

Company Profile

Buy

MKS Instruments, Inc. operates as a provider of instruments, subsystems, and


process control solutions that measure, control, power, monitor, and analyze
critical parameters of manufacturing processes in the United States and internationally.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.46
1.81
18.91
1.27

Profit Margin
Operating Margin
ROA
ROE

13.02%
17.23%
8.52%
9.87%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.42
402.63%
$782.20

$0.55
1000.00%
$186.80

Upcoming Earnings
Next Earnings Date
1/28/2015
Long-Term Growth Rate 32.50%
This Year Revenue
$830.30

Key Statistics
Market Cap ($B)
$1.92
P/E Ratio
18.91

52-Week Range
$27.09 -$36.94
Dividend Yield
1.98%

Notes:

123

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.47
10.90%
5.70%

Competitor Analysis
(Out of 145 companies in Semiconductors)
#50 in Market Cap
#53 in Earnings Growth
#106 in Sales Growth
#32 in Long-Term Growth Rate

Molina Healthcare, Inc. (MOH)


My Ratings:

Company Profile

Buy

Molina Healthcare, Inc. provides Medicaid-related solutions to meet the health


care needs of low-income families and individuals; and to assist state agencies
in their administration of the Medicaid program. The company operates through
two segments, Health Plans and Molina Medicaid Solutions.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.28
2.57
122.05
1.52

Profit Margin
Operating Margin
ROA
ROE

0.23%
0.92%
0.56%
2.11%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

($0.20)
-77.19%
$8,571.30

$0.33
106.30%
$2,484.40

Upcoming Earnings
Next Earnings Date
2/19/2015
Long-Term Growth Rate 57.90%
This Year Revenue
$13,298.70

Key Statistics
Market Cap ($B)
$2.47
P/E Ratio
122.05

52-Week Range
$32.07 -$51.41
Dividend Yield
0.00%

Notes:

124

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.65
0.00%
67.80%

Competitor Analysis
(Out of 91 companies in Health Care
Providers)
#33 in Market Cap
#1 in Earnings Growth
#4 in Sales Growth
#16 in Long-Term Growth Rate

MPLX LP (MPLX)
Company Profile

My Ratings:

MPLX LP owns, operates, develops, and acquires crude oil, refined product, and
other hydrocarbon-based product pipelines and other midstream assets in the
United States.

Str. Buy

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
8.3
9.02
41.1
1.12

Profit Margin
Operating Margin
ROA
ROE

21.00%
33.90%
9.31%
19.71%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.27
26.96%
$534.80

$0.37
32.10%
$138.00

Upcoming Earnings
Next Earnings Date
1/28/2015
Long-Term Growth Rate 38.30%
This Year Revenue
$630.10

Key Statistics
Market Cap ($B)
$4.44
P/E Ratio
41.1

52-Week Range
$38.14 -$70.04
Dividend Yield
2.32%

Notes:

125

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.45
68.40%
9.40%

Competitor Analysis
(Out of 322 companies in Oil & Gas)
#85 in Market Cap
#40 in Earnings Growth
#133 in Sales Growth
#92 in Long-Term Growth Rate

Monolithic Power Systems, Inc. (MPWR)


My Ratings:

Company Profile

Buy

Monolithic Power Systems, Inc., a fabless semiconductor company, designs,


develops, and markets analog and mixed-signal semiconductors for storage and
computing, consumer electronics, communications, and industrial/automotive
markets.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
6.93
5.52
54.56
1.57

Profit Margin
Operating Margin
ROA
ROE

12.62%
10.69%
9.19%
10.36%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.32
109.76%
$270.40

$0.28
47.40%
$78.30

Upcoming Earnings
Next Earnings Date
2/5/2015
Long-Term Growth Rate 22.80%
This Year Revenue
$313.90

Key Statistics
Market Cap ($B)
$1.88
P/E Ratio
54.56

52-Week Range
$31.36 -$49.71
Dividend Yield
1.36%

Notes:

126

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.42
31.30%
16.60%

Competitor Analysis
(Out of 145 companies in Semiconductors)
#52 in Market Cap
#36 in Earnings Growth
#42 in Sales Growth
#50 in Long-Term Growth Rate

Madison Square Garden Company (MSG)


My Ratings:

Buy

Company Profile
The Madison Square Garden Company, together with its subsidiaries, is engaged
in sports, entertainment, and media businesses in the United States. It operates
through three segments: MSG Sports, MSG Media, and MSG Entertainment.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
3.54
3.29
28.11
-

Profit Margin
Operating Margin
ROA
ROE

12.60%
11.33%
6.75%
12.39%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.77
35.83%
$1,581.70

$1.38
345.20%
$241.70

Upcoming Earnings
Next Earnings Date
2/4/2015
Long-Term Growth Rate 22.40%
This Year Revenue
$1,557.20

Key Statistics
Market Cap ($B)
$5.62
P/E Ratio
28.11

52-Week Range
$48.67 -$75.76
Dividend Yield
0.00%

Notes:

127

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.75
3.10%
2.50%

Competitor Analysis
(Out of 104 companies in Media)
#29 in Market Cap
#41 in Earnings Growth
#51 in Sales Growth
#26 in Long-Term Growth Rate

Mettler-Toledo International Inc. (MTD)


My Ratings:

Buy

Company Profile
Mettler-Toledo International Inc. supplies precision instruments and services
worldwide. The company operates in five segments: U.S. Operations, Swiss Operations, Western European Operations, Chinese Operations, and Other.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
3.4
9.67
25.71
2.12

Profit Margin
Operating Margin
ROA
ROE

13.23%
18.89%
15.39%
38.58%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$3.82
12.67%
$2,472.80

$2.89
18.90%
$629.10

Upcoming Earnings
Next Earnings Date
2/4/2015
Long-Term Growth Rate 11.50%
This Year Revenue
$2,556.00

Key Statistics
Market Cap ($B)
$8.21
P/E Ratio
25.71

52-Week Range
$223.80 -$298.43
Dividend Yield
0.00%

Notes:

128

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$4.16
8.80%
1.40%

Competitor Analysis
(Out of 39 companies in Life Science Services)
#5 in Market Cap
#13 in Earnings Growth
#24 in Sales Growth
#17 in Long-Term Growth Rate

Murphy USA, Inc. (MUSA)


Company Profile

My Ratings:

Str. Buy

Murphy USA Inc. operates a chain of retail stations in the United States. The companys retail stations offer motor fuel products and convenience merchandise.
As of May 5, 2014, it operated 1,220 total locations, including 1,030 Murphy USA
sites and 190 Murphy Express sites.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.18
3.8
16.76
2.66

Profit Margin
Operating Margin
ROA
ROE

1.10%
1.94%
9.25%
26.36%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.63
20.58%
$15,900.70

$1.36
76.60%
$4,176.90

Upcoming Earnings
Next Earnings Date
2/18/2015
Long-Term Growth Rate 1.40%
This Year Revenue
$19,640.30

Key Statistics
Market Cap ($B)
$2.88
P/E Ratio
16.76

52-Week Range
$37.55 -$64.49
Dividend Yield
0.00%

Notes:

129

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.91
43.90%
1.40%

Competitor Analysis
(Out of 103 companies in Specialty Retail)
#34 in Market Cap
#8 in Earnings Growth
#72 in Sales Growth
#77 in Long-Term Growth Rate

MeadWestvaco Corporation (MWV)


My Ratings:

Buy

Company Profile
MeadWestvaco Corporation provides packaging solutions to healthcare, beauty
and personal care, food, beverage, home and garden, tobacco, and agricultural
industries worldwide.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.34
2.08
18.09
2.93

Profit Margin
Operating Margin
ROA
ROE

7.51%
10.42%
4.49%
12.02%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.29
229.17%
$5,567.00

$0.60
71.40%
$1,468.00

Upcoming Earnings
Next Earnings Date
1/28/2015
Long-Term Growth Rate 22.70%
This Year Revenue
$5,790.20

Key Statistics
Market Cap ($B)
$7.31
P/E Ratio
18.09

52-Week Range
$34.15 -$45.19
Dividend Yield
2.44%

Notes:

130

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.45
53.90%
2.40%

Competitor Analysis
(Out of 19 companies in Containers & Packaging)
#5 in Market Cap
#1 in Earnings Growth
#8 in Sales Growth
#2 in Long-Term Growth Rate

Navigators Group, Inc. (NAVG)


My Ratings:

Buy

Company Profile
The Navigators Group, Inc., together with its subsidiaries, underwrites ocean
marine, property and casualty, professional liability, and specialty insurance
products and services.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.99
1.02
11.18
1.07

Profit Margin
Operating Margin
ROA
ROE

8.86%
16.33%
2.12%
9.53%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$1.13
16.17%
$1,020.60

$2.14
44.60%
$269.30

Upcoming Earnings
Next Earnings Date
2/12/2015
Long-Term Growth Rate 5.20%
This Year Revenue
$1,068.20

Key Statistics
Market Cap ($B)
$1.01
P/E Ratio
11.18

52-Week Range
$55.26 -$73.57
Dividend Yield
0.00%

Notes:

131

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.25
10.90%
15.00%

Competitor Analysis
(Out of 121 companies in Insurance)
#81 in Market Cap
#29 in Earnings Growth
#20 in Sales Growth
#61 in Long-Term Growth Rate

Navient Corp (NAVI)


My Ratings:

Str. Buy

Company Profile
Navient Corporation provides financial products and services focusing on the
education sector. The companys Consumer Lending segment originates, acquires, finances, and services private education loans.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.55
2.06
8.14
-

Profit Margin
Operating Margin
ROA
ROE

19.18%
70.28%
0.73%
22.41%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.68
-20.00%
$5,714.00

$0.85
54.50%
$1,314.00

Upcoming Earnings
Next Earnings Date
2/25/2015
Long-Term Growth Rate 2.40%
This Year Revenue
$2,751.40

Key Statistics
Market Cap ($B)
$8.54
P/E Ratio
8.14

52-Week Range
$15.68 -$21.49
Dividend Yield
3.39%

Notes:

132

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.54
20.70%
0.00%

Competitor Analysis
(Out of 28 companies in Consumer Finance)
#6 in Market Cap
#16 in Earnings Growth
#1 in Sales Growth
#20 in Long-Term Growth Rate

Norwegian Cruise Line Holdings Ltd. (NCLH)


My Ratings:

Company Profile

Buy

Norwegian Cruise Line Holdings Ltd., a cruise line operator, through its subsidiaries, provides cruise experiences for travelers with various itineraries in North
America, the Mediterranean, the Baltic, Central America, Bermuda, and the Caribbean.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
3.05
3.12
22.34
0.64

Profit Margin
Operating Margin
ROA
ROE

13.62%
17.63%
5.72%
14.80%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.19
519.35%
$2,937.30

$0.97
18.30%
$907.00

Upcoming Earnings
Next Earnings Date
2/9/2015
Long-Term Growth Rate 32.30%
This Year Revenue
$3,201.20

Key Statistics
Market Cap ($B)
$8.90
P/E Ratio
22.34

52-Week Range
$29.65 -$45.48
Dividend Yield
0.00%

Notes:

133

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.39
105.10%
16.10%

Competitor Analysis
(Out of 117 companies in Restaurants &
Leisure)
#19 in Market Cap
#6 in Earnings Growth
#18 in Sales Growth
#21 in Long-Term Growth Rate

National General Holdings Corp (NGHC)


My Ratings:

Company Profile

Str. Buy

National General Holdings Corp., a specialty personal lines insurance holding


company, provides personal and commercial automobile insurance, supplemental health insurance products, and other niche insurance products in the United
States.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.01
1.74
17.22
1.19

Profit Margin
Operating Margin
ROA
ROE

6.05%
7.72%
2.71%
11.62%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.13
112.00%
$1,619.30

$0.34
112.50%
$498.00

Upcoming Earnings
Next Earnings Date
3/11/2015
Long-Term Growth Rate 43.00%
This Year Revenue
$2,349.50

Key Statistics
Market Cap ($B)
$1.74
P/E Ratio
17.22

52-Week Range
$13.58 -$19.17
Dividend Yield
0.24%

Notes:

134

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.26
100.00%
40.00%

Competitor Analysis
(Out of 121 companies in Insurance)
#70 in Market Cap
#3 in Earnings Growth
#8 in Sales Growth
#6 in Long-Term Growth Rate

Neenah Paper, Inc. (NP)


My Ratings:

Buy

Company Profile
Neenah Paper, Inc. produces and sells technical products and fine papers worldwide.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.06
3.25
17.4
1.77

Profit Margin
Operating Margin
ROA
ROE

6.16%
10.79%
8.23%
20.34%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.78
18.68%
$891.00

$0.80
17.60%
$230.60

Upcoming Earnings
Next Earnings Date
2/25/2015
Long-Term Growth Rate 11.00%
This Year Revenue
$963.50

Key Statistics
Market Cap ($B)
$0.95
P/E Ratio
17.4

52-Week Range
$40.64 -$61.79
Dividend Yield
2.02%

Notes:

135

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.71
8.70%
8.40%

Competitor Analysis
(Out of 16 companies in Paper & Forest
Products)
#11 in Market Cap
#6 in Earnings Growth
#2 in Sales Growth
#11 in Long-Term Growth Rate

NuStar Energy L.P. (NS)


My Ratings:

Company Profile

Buy

NuStar Energy L.P. is engaged in the terminalling, storage, and marketing of


petroleum products, and transportation of petroleum products and anhydrous
ammonia primarily in the United States and the Netherlands. The company operates in three segments: Storage, Pipeline, and Fuels Marketing.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.34
2.4
-

Profit Margin
Operating Margin
ROA
ROE

-3.31%
10.71%
-2.08%
-5.09%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.21
-342.17%
$3,178.80

$0.61
60.50%
$794.40

Upcoming Earnings
Next Earnings Date
1/30/2015
Long-Term Growth Rate 50.60%
This Year Revenue
$3,360.80

Key Statistics
Market Cap ($B)
$4.25
P/E Ratio
-

52-Week Range
$48.23 -$67.12
Dividend Yield
6.64%

Notes:

136

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.52
147.40%
3.20%

Competitor Analysis
(Out of 322 companies in Oil & Gas)
#88 in Market Cap
#20 in Earnings Growth
#162 in Sales Growth
#61 in Long-Term Growth Rate

NorthStar Asset Management Corp (NSAM)


Company Profile

My Ratings:

Str. Buy

Northstar Asset Management Group Inc. provides asset management and other
services in the United States and internationally. It also offers securitization
transaction services. The company is based in New York, New York. Northstar Asset Management Group Inc.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
21.66
23.3
-

Profit Margin
Operating Margin
ROA
ROE

-6.80%
13.18%
-9.53%
-11.26%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

0.00%
$160.90

$0.10
400.00%
$84.00

Upcoming Earnings
Next Earnings Date
2/25/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$376.20

Key Statistics
Market Cap ($B)
$3.92
P/E Ratio
-

52-Week Range
$16.46 -$21.52
Dividend Yield
0.00%

Notes:

137

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.20
0.00%
0.00%

Competitor Analysis
(Out of 101 companies in Capital Markets)
#27 in Market Cap
#1 in Earnings Growth
#1 in Sales Growth
#3 in Long-Term Growth Rate

NuStar GP Holdings, LLC (NSH)


My Ratings:

Company Profile

Buy

NuStar GP Holdings, LLC, through its ownership interests in NuStar Energy L.P., is
engaged in the terminalling and storage of petroleum products; transportation
of petroleum products and anhydrous ammonia; and marketing of petroleum
products.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
441.58
4.22
-

Profit Margin
Operating Margin
ROA
ROE

11.16%
-7.66%
0.08%
0.10%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

($1.10)
-100.00%
$3.10

$0.41
41.40%
$17.80

Upcoming Earnings
Next Earnings Date
1/30/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$73.60

Key Statistics
Market Cap ($B)
$1.39
P/E Ratio
-

52-Week Range
$26.45 -$44.91
Dividend Yield
5.01%

Notes:

138

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.37
0.00%
137.10%

Competitor Analysis
(Out of 322 companies in Oil & Gas)
#155 in Market Cap
#1 in Earnings Growth
#259 in Sales Growth
#149 in Long-Term Growth Rate

NVIDIA Corporation (NVDA)


My Ratings:

Buy

Company Profile
NVIDIA Corporation operates as a visual computing company. The company
operates through two segments, GPU and Tegra Processors.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.4
2.54
18.7
1.67

Profit Margin
Operating Margin
ROA
ROE

12.77%
15.42%
9.28%
13.71%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.25
32.47%
$4,575.20

$0.31
55.00%
$1,225.40

Upcoming Earnings
Next Earnings Date
2/11/2015
Long-Term Growth Rate 17.60%
This Year Revenue
$4,847.10

Key Statistics
Market Cap ($B)
$10.67
P/E Ratio
18.7

52-Week Range
$15.02 -$21.14
Dividend Yield
1.74%

Notes:

139

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.28
13.40%
5.10%

Competitor Analysis
(Out of 145 companies in Semiconductors)
#18 in Market Cap
#49 in Earnings Growth
#73 in Sales Growth
#66 in Long-Term Growth Rate

NVR, Inc. (NVR)


My Ratings:

Buy

Company Profile
NVR, Inc. operates as a homebuilder in the United States. The company operates
through Homebuilding and Mortgage Banking segments.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.21
4.39
19.01
1.68

Profit Margin
Operating Margin
ROA
ROE

6.41%
10.93%
11.35%
23.08%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$21.15
33.43%
$4,367.50

$20.70
17.10%
$1,205.70

Upcoming Earnings
Next Earnings Date
1/22/2015
Long-Term Growth Rate 23.70%
This Year Revenue
$5,065.80

Key Statistics
Market Cap ($B)
$5.05
P/E Ratio
19.01

52-Week Range
$949.25 -$1,269.00
Dividend Yield
0.00%

Notes:

140

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$24.52
15.90%
10.40%

Competitor Analysis
(Out of 64 companies in Household Durables)
#14 in Market Cap
#23 in Earnings Growth
#27 in Sales Growth
#21 in Long-Term Growth Rate

Realty Income Corporation (O)


My Ratings:

Company Profile

Str. Buy

Realty Income Corporation is a publicly traded real estate investment trust. It invests in the real estate markets of the United States. The firm makes investments
in commercial real estate. Realty Income Corporation was founded in 1969 and is
based in Escondido, California.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
11.02
1.86
51.73
9.18

Profit Margin
Operating Margin
ROA
ROE

26.49%
48.47%
2.29%
4.52%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.19
28.99%
$901.60

$0.26
44.40%
$235.70

Upcoming Earnings
Next Earnings Date
2/12/2015
Long-Term Growth Rate 16.40%
This Year Revenue
$941.10

Key Statistics
Market Cap ($B)
$10.37
P/E Ratio
51.73

52-Week Range
$37.33 -$47.63
Dividend Yield
5.39%

Notes:

141

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.23
19.10%
10.90%

Competitor Analysis
(Out of 213 companies in REITs)
#21 in Market Cap
#48 in Earnings Growth
#86 in Sales Growth
#76 in Long-Term Growth Rate

Old Dominion Freight Line, Inc. (ODFL)


My Ratings:

Str. Buy

Company Profile
Old Dominion Freight Line, Inc. operates as a less-than-truckload (LTL) motor
carrier in North America. It provides regional, inter-regional, and national LTL
services; and other logistics services.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.52
4.69
27.41
1.87

Profit Margin
Operating Margin
ROA
ROE

9.21%
15.13%
11.96%
18.73%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.55
22.94%
$2,659.30

$0.90
28.60%
$743.60

Upcoming Earnings
Next Earnings Date
1/29/2015
Long-Term Growth Rate 20.60%
This Year Revenue
$3,121.40

Key Statistics
Market Cap ($B)
$6.71
P/E Ratio
27.41

52-Week Range
$50.87 -$81.04
Dividend Yield
0.00%

Notes:

142

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.72
30.90%
20.70%

Competitor Analysis
(Out of 35 companies in Road & Rail)
#9 in Market Cap
#11 in Earnings Growth
#2 in Sales Growth
#14 in Long-Term Growth Rate

Corporate Office Properties Trust (OFC)


My Ratings:

Str. Buy

Company Profile
Corporate Office Properties Trust, a real estate investment trust (REIT), engages
in the acquisition, development, ownership, management, and leasing of suburban office properties.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
4.27
2.19
68.76
3.62

Profit Margin
Operating Margin
ROA
ROE

9.45%
23.66%
1.46%
4.03%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.94
141.18%
$575.10

$0.22
266.70%
$154.40

Upcoming Earnings
Next Earnings Date
2/11/2015
Long-Term Growth Rate 10.40%
This Year Revenue
$595.20

Key Statistics
Market Cap ($B)
$2.47
P/E Ratio
68.76

52-Week Range
$21.91 -$29.29
Dividend Yield
4.28%

Notes:

143

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.95
0.50%
11.20%

Competitor Analysis
(Out of 213 companies in REITs)
#92 in Market Cap
#74 in Earnings Growth
#84 in Sales Growth
#143 in Long-Term Growth Rate

Open Text Corporation (OTEX)


My Ratings:

Str. Buy

Company Profile
Open Text Corporation provides a suite of software products and services that
assist organizations in finding, utilizing, and sharing business information from
various devices.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
3.86
4.02
27
1.37

Profit Margin
Operating Margin
ROA
ROE

14.37%
21.85%
7.71%
16.51%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.79
53.51%
$1,754.00

$0.53
103.80%
$453.80

Upcoming Earnings
Next Earnings Date
2/4/2015
Long-Term Growth Rate 11.70%
This Year Revenue
$1,971.50

Key Statistics
Market Cap ($B)
$6.81
P/E Ratio
27

52-Week Range
$43.99 -$59.85
Dividend Yield
1.25%

Notes:

144

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.97
22.90%
34.10%

Competitor Analysis
(Out of 160 companies in Software)
#21 in Market Cap
#24 in Earnings Growth
#19 in Sales Growth
#68 in Long-Term Growth Rate

OUTFRONT Media Inc. (OUT)


My Ratings:

Buy

Company Profile
OUTFRONT Media Inc. leases advertising space on out-of-home advertising
structures and sites in the United States, Canada, and Latin America.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.46
2.05
9.74
5.67

Profit Margin
Operating Margin
ROA
ROE

25.22%
15.33%
4.21%
5.13%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.40
191.49%
$1,304.70

$2.06
564.50%
$337.10

Upcoming Earnings
Next Earnings Date
2/25/2015
Long-Term Growth Rate 0.70%
This Year Revenue
$1,531.00

Key Statistics
Market Cap ($B)
$3.21
P/E Ratio
9.74

52-Week Range
$26.78 -$35.15
Dividend Yield
4.94%

Notes:

145

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.24
40.10%
15.10%

Competitor Analysis
(Out of 213 companies in REITs)
#72 in Market Cap
#119 in Earnings Growth
#71 in Sales Growth
#123 in Long-Term Growth Rate

Patterson Companies, Inc. (PDCO)


My Ratings:

Buy

Company Profile
Patterson Companies, Inc. distributes dental, veterinary, and rehabilitation supplies.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.09
3.34
21.86
1.99

Profit Margin
Operating Margin
ROA
ROE

4.99%
8.40%
7.47%
14.92%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.57
7.50%
$4,347.60

$0.54
31.70%
$1,103.30

Upcoming Earnings
Next Earnings Date
2/19/2015
Long-Term Growth Rate 8.70%
This Year Revenue
$4,514.10

Key Statistics
Market Cap ($B)
$4.88
P/E Ratio
21.86

52-Week Range
$38.27 -$48.98
Dividend Yield
1.86%

Notes:

146

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.60
4.50%
3.40%

Competitor Analysis
(Out of 91 companies in Health Care
Providers)
#25 in Market Cap
#44 in Earnings Growth
#64 in Sales Growth
#58 in Long-Term Growth Rate

Pebblebrook Hotel Trust (PEB)


My Ratings:

Str. Buy

Company Profile
Pebblebrook Hotel Trust, through Pebblebrook Hotel, L.P., operates as a real
estate investment trust. The company acquires and invests primarily in hotel
properties located in the United States.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
4.81
1.81
65.51
3.28

Profit Margin
Operating Margin
ROA
ROE

11.66%
16.72%
3.07%
4.45%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.08
139.29%
$581.70

$0.36
100.00%
$173.80

Upcoming Earnings
Next Earnings Date
2/19/2015
Long-Term Growth Rate 68.00%
This Year Revenue
$697.40

Key Statistics
Market Cap ($B)
$2.97
P/E Ratio
65.51

52-Week Range
$29.19 -$44.16
Dividend Yield
2.46%

Notes:

147

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.27
237.50%
20.30%

Competitor Analysis
(Out of 213 companies in REITs)
#79 in Market Cap
#6 in Earnings Growth
#51 in Sales Growth
#23 in Long-Term Growth Rate

Pinnacle Foods, Inc. (PF)


Company Profile

My Ratings:

Pinnacle Foods Inc., through its subsidiaries, manufactures, markets, and distributes branded convenience food products in North America. It operates through
three segments: Birds Eye Frozen, Duncan Hines Grocery, and Specialty Foods.

Str. Buy

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.54
2.34
14.85
1.69

Profit Margin
Operating Margin
ROA
ROE

10.33%
15.67%
5.54%
16.41%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.58
236.76%
$2,595.20

$1.16
231.40%
$624.00

Upcoming Earnings
Next Earnings Date
3/5/2015
Long-Term Growth Rate 10.10%
This Year Revenue
$2,658.10

Key Statistics
Market Cap ($B)
$4.04
P/E Ratio
14.85

52-Week Range
$26.51 -$34.69
Dividend Yield
2.88%

Notes:

148

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.64
9.70%
1.50%

Competitor Analysis
(Out of 64 companies in Food Products)
#25 in Market Cap
#22 in Earnings Growth
#33 in Sales Growth
#31 in Long-Term Growth Rate

Packaging Corporation of America (PKG)


My Ratings:

Buy

Company Profile
Packaging Corporation of America manufactures and sells containerboard
and corrugated packaging products in the United States, Mexico, Canada, and
Europe. The company operates through three segments: Packaging, Paper, and
Corporate and Other.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.3
4.82
14.23
3.84

Profit Margin
Operating Margin
ROA
ROE

9.17%
14.01%
13.05%
39.31%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$1.04
88.65%
$5,683.10

$1.06
21.80%
$1,518.90

Upcoming Earnings
Next Earnings Date
1/26/2015
Long-Term Growth Rate 20.20%
This Year Revenue
$6,183.20

Key Statistics
Market Cap ($B)
$7.48
P/E Ratio
14.23

52-Week Range
$58.61 -$78.01
Dividend Yield
2.51%

Notes:

149

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.16
11.90%
16.80%

Competitor Analysis
(Out of 19 companies in Containers &
Packaging)
#4 in Market Cap
#6 in Earnings Growth
#1 in Sales Growth
#3 in Long-Term Growth Rate

Protective Life Corporation (PL)


My Ratings:

Buy

Company Profile
Protective Life Corporation, together with its subsidiaries, provides financial services primarily in the United States. The company is engaged in the production,
distribution, and administration of insurance and investment products.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.24
1.16
12.95
1.73

Profit Margin
Operating Margin
ROA
ROE

9.56%
18.25%
0.67%
10.23%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$1.43
25.65%
$4,493.20

$1.46
27.00%
$1,148.10

Upcoming Earnings
Next Earnings Date
2/11/2015
Long-Term Growth Rate 9.60%
This Year Revenue
$4,588.20

Key Statistics
Market Cap ($B)
$5.52
P/E Ratio
12.95

52-Week Range
$46.34 -$69.97
Dividend Yield
1.38%

Notes:

150

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.23
13.90%
0.30%

Competitor Analysis
(Out of 121 companies in Insurance)
#37 in Market Cap
#75 in Earnings Growth
#70 in Sales Growth
#45 in Long-Term Growth Rate

Plantronics, Inc. (PLT)


My Ratings:

Buy

Company Profile
Plantronics, Inc. designs, manufactures, and markets lightweight communications headsets, telephone headset systems, other communication endpoints,
and accessories for the business and consumer markets under the Plantronics
brand worldwide.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.54
2.97
18.27
1.13

Profit Margin
Operating Margin
ROA
ROE

13.86%
16.72%
14.31%
16.52%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.76
12.10%
$854.30

$0.65
22.60%
$215.80

Upcoming Earnings
Next Earnings Date
1/27/2015
Long-Term Growth Rate 10.00%
This Year Revenue
$935.10

Key Statistics
Market Cap ($B)
$2.22
P/E Ratio
18.27

52-Week Range
$41.41 -$53.49
Dividend Yield
1.26%

Notes:

151

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.81
6.10%
6.20%

Competitor Analysis
(Out of 84 companies in Communications
Equipment)
#20 in Market Cap
#25 in Earnings Growth
#27 in Sales Growth
#43 in Long-Term Growth Rate

Pinnacle Financial Partners, Inc. (PNFP)


My Ratings:

Buy

Company Profile
Pinnacle Financial Partners, Inc. operates as the holding company for Pinnacle
Bank that provides various banking services to individuals, small-to mediumsized businesses, and professional entities primarily in Tennessee.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
5.18
1.72
19.43
-

Profit Margin
Operating Margin
ROA
ROE

26.64%
45.61%
1.19%
8.98%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.44
22.29%
$251.70

$0.52
23.80%
$65.70

Upcoming Earnings
Next Earnings Date
1/20/2015
Long-Term Growth Rate 15.80%
This Year Revenue
$269.10

Key Statistics
Market Cap ($B)
$1.34
P/E Ratio
19.43

52-Week Range
$30.54 -$39.75
Dividend Yield
0.89%

Notes:

152

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.53
21.10%
11.60%

Competitor Analysis
(Out of 313 companies in Banks)
#103 in Market Cap
#64 in Earnings Growth
#81 in Sales Growth
#80 in Long-Term Growth Rate

Portland General Electric Company (POR)


My Ratings:

Str. Buy

Company Profile
Portland General Electric Company, an integrated electric utility, is engaged in
the generation, purchase, transmission, distribution, and retail sale of electricity
in the state of Oregon.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.55
1.56
16.55
2.26

Profit Margin
Operating Margin
ROA
ROE

9.43%
15.69%
2.85%
9.73%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.59
95.61%
$1,899.00

$0.48
20.00%
$484.00

Upcoming Earnings
Next Earnings Date
2/20/2015
Long-Term Growth Rate 8.50%
This Year Revenue
$2,046.70

Key Statistics
Market Cap ($B)
$2.94
P/E Ratio
16.55

52-Week Range
$29.07 -$37.98
Dividend Yield
3.49%

Notes:

153

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.52
11.90%
10.60%

Competitor Analysis
(Out of 41 companies in Electric Utilities)
#26 in Market Cap
#19 in Earnings Growth
#7 in Sales Growth
#8 in Long-Term Growth Rate

Pilgrims Pride Corporation (PPC)


My Ratings:

Company Profile

Str. Buy

Pilgrims Pride Corporation is engaged in the production, processing, marketing,


and distribution of fresh, frozen, and value-added chicken products to retailers,
distributors, and foodservice operators in the United States, Mexico, and Puerto
Rico.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.02
4.29
12.68
0.25

Profit Margin
Operating Margin
ROA
ROE

8.07%
12.15%
20.79%
40.71%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.55
59.64%
$8,520.20

$0.99
59.70%
$2,268.00

Upcoming Earnings
Next Earnings Date
2/13/2015
Long-Term Growth Rate 5.30%
This Year Revenue
$8,996.70

Key Statistics
Market Cap ($B)
$8.70
P/E Ratio
12.68

52-Week Range
$15.46 -$37.59
Dividend Yield
0.00%

Notes:

154

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.76
37.20%
6.80%

Competitor Analysis
(Out of 64 companies in Food Products)
#19 in Market Cap
#9 in Earnings Growth
#19 in Sales Growth
#51 in Long-Term Growth Rate

Progress Software Corporation (PRGS)


My Ratings:

Company Profile

Buy

Progress Software Corporation provides software solutions for various industries


worldwide. Its solutions simplify the development, deployment, and management of business applications on-premise or in the cloud, on any platform or
device, to any data source.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
4.16
2.53
27.3
-

Profit Margin
Operating Margin
ROA
ROE

15.24%
26.59%
7.28%
9.51%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.43
47.69%
$325.60

$0.22
69.20%
$79.30

Upcoming Earnings
Next Earnings Date
12/23/2014
Long-Term Growth Rate 8.10%
This Year Revenue
$351.10

Key Statistics
Market Cap ($B)
$1.33
P/E Ratio
27.3

52-Week Range
$20.66 -$27.29
Dividend Yield
0.00%

Notes:

155

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.44
3.30%
5.80%

Competitor Analysis
(Out of 160 companies in Software)
#66 in Market Cap
#53 in Earnings Growth
#94 in Sales Growth
#81 in Long-Term Growth Rate

PAREXEL International Corporation (PRXL)


My Ratings:

Buy

Company Profile
PAREXEL International Corporation is a biopharmaceutical outsourcing services
company.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.31
5.16
21.65
1.21

Profit Margin
Operating Margin
ROA
ROE

6.07%
9.13%
7.57%
24.12%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.51
34.43%
$2,311.00

$0.67
48.90%
$573.70

Upcoming Earnings
Next Earnings Date
1/26/2015
Long-Term Growth Rate 19.00%
This Year Revenue
$2,162.20

Key Statistics
Market Cap ($B)
$2.98
P/E Ratio
21.65

52-Week Range
$41.36 -$64.26
Dividend Yield
0.00%

Notes:

156

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.60
17.00%
3.10%

Competitor Analysis
(Out of 39 companies in Life Science Services)
#15 in Market Cap
#8 in Earnings Growth
#20 in Sales Growth
#9 in Long-Term Growth Rate

Papa Johns International, Inc. (PZZA)


My Ratings:

Buy

Company Profile
Papa Johns International, Inc. operates and franchises pizza delivery and carryout restaurants under the Papa Johns trademark worldwide. The company also
operates dine-in and delivery restaurants in certain international markets.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.5
24.81
33.77
2.07

Profit Margin
Operating Margin
ROA
ROE

4.55%
7.22%
15.04%
54.39%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.41
9.63%
$1,560.50

$0.39
20.00%
$390.40

Upcoming Earnings
Next Earnings Date
2/25/2015
Long-Term Growth Rate 15.00%
This Year Revenue
$1,660.60

Key Statistics
Market Cap ($B)
$2.27
P/E Ratio
33.77

52-Week Range
$37.73 -$56.39
Dividend Yield
1.40%

Notes:

157

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.50
21.10%
6.10%

Competitor Analysis
(Out of 117 companies in Restaurants &
Leisure)
#40 in Market Cap
#21 in Earnings Growth
#39 in Sales Growth
#55 in Long-Term Growth Rate

Quintiles Transnational Holdings, Inc. (Q)


My Ratings:

Buy

Company Profile
Quintiles Transnational Holdings Inc., through its subsidiary, Quintiles Transnational Corp., provides biopharmaceutical development services and commercial
outsourcing services in the Americas, Europe, Africa, and the Asia-Pacific.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.36
21.65
1.59

Profit Margin
Operating Margin
ROA
ROE

6.28%
10.40%
11.46%
0.00%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.58
79.17%
$5,428.10

$0.71
42.00%
$1,400.00

Upcoming Earnings
Next Earnings Date
2/12/2015
Long-Term Growth Rate 16.60%
This Year Revenue
$4,498.50

Key Statistics
Market Cap ($B)
$7.33
P/E Ratio
21.65

52-Week Range
$44.97 -$59.65
Dividend Yield
0.00%

Notes:

158

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.67
16.10%
7.50%

Competitor Analysis
(Out of 39 companies in Life Science Services)
#6 in Market Cap
#9 in Earnings Growth
#15 in Sales Growth
#11 in Long-Term Growth Rate

Radware Ltd. (RDWR)


My Ratings:

Buy

Company Profile
Radware Ltd. develops, manufactures, and markets application delivery and
security solutions for virtual and cloud data centers worldwide.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
4.68
3.16
46.38
1.48

Profit Margin
Operating Margin
ROA
ROE

10.06%
10.59%
5.37%
7.12%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.22
-1.08%
$213.90

$0.17
183.30%
$56.80

Upcoming Earnings
Next Earnings Date
1/27/2015
Long-Term Growth Rate 19.80%
This Year Revenue
$245.20

Key Statistics
Market Cap ($B)
$1.00
P/E Ratio
46.38

52-Week Range
$15.91 -$22.67
Dividend Yield
0.00%

Notes:

159

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.27
22.20%
13.40%

Competitor Analysis
(Out of 84 companies in Communications
Equipment)
#31 in Market Cap
#17 in Earnings Growth
#19 in Sales Growth
#32 in Long-Term Growth Rate

Everest RE Group, Ltd. (RE)


My Ratings:

Buy

Company Profile
Everest Re Group, Ltd., through its subsidiaries, provides reinsurance and insurance products. It operates through the U.S. Reinsurance, Insurance, International,
Bermuda, and Mt. Logan Re segments. The U.S.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.34
1.04
6.43
1.09

Profit Margin
Operating Margin
ROA
ROE

21.14%
26.39%
5.90%
17.36%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$6.28
36.82%
$5,789.30

$6.00
24.70%
$1,535.90

Upcoming Earnings
Next Earnings Date
2/4/2015
Long-Term Growth Rate 4.30%
This Year Revenue
$6,006.00

Key Statistics
Market Cap ($B)
$7.64
P/E Ratio
6.43

52-Week Range
$137.48 -$176.27
Dividend Yield
1.85%

Notes:

160

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$4.76
24.10%
10.40%

Competitor Analysis
(Out of 121 companies in Insurance)
#28 in Market Cap
#85 in Earnings Growth
#24 in Sales Growth
#97 in Long-Term Growth Rate

Regency Centers Corporation (REG)


Company Profile

My Ratings:

Str. Buy

Regency Centers Corporation operates as a real estate investment trust. The


company, through its subsidiaries, owns, operates, and develops community and
neighborhood shopping centers that are tenanted by grocers, category-leading
anchors, specialty retailers, and restaurants.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
10.31
3.82
53.43
10.57

Profit Margin
Operating Margin
ROA
ROE

23.17%
37.49%
3.22%
7.05%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.50
140.82%
$558.10

$0.52
173.70%
$139.50

Upcoming Earnings
Next Earnings Date
2/12/2015
Long-Term Growth Rate 5.00%
This Year Revenue
$533.00

Key Statistics
Market Cap ($B)
$5.80
P/E Ratio
53.43

52-Week Range
$45.88 -$63.19
Dividend Yield
3.49%

Notes:

161

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.21
58.50%
6.70%

Competitor Analysis
(Out of 213 companies in REITs)
#36 in Market Cap
#124 in Earnings Growth
#110 in Sales Growth
#138 in Long-Term Growth Rate

Revlon, Inc. Class A (REV)


My Ratings:

Company Profile

Buy

Revlon, Inc. manufactures, markets, and sells beauty and personal care products
worldwide. The companys Consumer segment offers cosmetics, hair color and
hair care, beauty tools, anti-perspirant deodorants, fragrances, mens grooming,
and skincare products.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.89
60.48
-

Profit Margin
Operating Margin
ROA
ROE

1.47%
13.09%
1.78%
0.00%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.29
-64.94%
$1,931.30

$0.27
28.60%
$472.30

Upcoming Earnings
Next Earnings Date
3/4/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$1,937.20

Key Statistics
Market Cap ($B)
$1.72
P/E Ratio
60.48

52-Week Range
$22.54 -$34.99
Dividend Yield
0.00%

Notes:

162

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.53
82.80%
3.60%

Competitor Analysis
(Out of 24 companies in Personal Products)
#6 in Market Cap
#1 in Earnings Growth
#6 in Sales Growth
#3 in Long-Term Growth Rate

Reinsurance Group of America (RGA)


My Ratings:

Buy

Company Profile
Reinsurance Group of America, Incorporated is engaged in the life and health
reinsurance business.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.53
0.86
9.17
-

Profit Margin
Operating Margin
ROA
ROE

5.83%
10.17%
1.55%
10.15%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$2.17
34.77%
$10,943.60

$2.28
18.10%
$2,716.60

Upcoming Earnings
Next Earnings Date
2/2/2015
Long-Term Growth Rate 22.90%
This Year Revenue
$11,399.00

Key Statistics
Market Cap ($B)
$5.76
P/E Ratio
9.17

52-Week Range
$71.51 -$87.21
Dividend Yield
1.65%

Notes:

163

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$2.13
1.90%
3.90%

Competitor Analysis
(Out of 121 companies in Insurance)
#35 in Market Cap
#55 in Earnings Growth
#48 in Sales Growth
#15 in Long-Term Growth Rate

Robert Half International Inc. (RHI)


Company Profile

My Ratings:

Robert Half International Inc. provides staffing and risk consulting services in
North America, South America, Europe, Asia, and Australia.

Str. Buy

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.68
7.93
26.53
1.85

Profit Margin
Operating Margin
ROA
ROE

6.34%
10.25%
18.62%
30.86%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.49
20.45%
$4,557.40

$0.63
31.30%
$1,224.30

Upcoming Earnings
Next Earnings Date
1/29/2015
Long-Term Growth Rate 16.70%
This Year Revenue
$5,101.40

Key Statistics
Market Cap ($B)
$7.72
P/E Ratio
26.53

52-Week Range
$39.17 -$57.65
Dividend Yield
1.47%

Notes:

164

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.61
23.80%
11.70%

Competitor Analysis
(Out of 54 companies in Professional Services)
#6 in Market Cap
#10 in Earnings Growth
#16 in Sales Growth
#12 in Long-Term Growth Rate

Redwood Trust, Inc. (RWT)


My Ratings:

Company Profile

Buy

Redwood Trust, Inc., together with its subsidiaries, operates as a specialty finance
company in the United States. The company operates in three segments: Residential Mortgage Banking, Residential Investments, and Commercial Mortgage
Banking and Investments.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
6.91
1.29
16.75
3.63

Profit Margin
Operating Margin
ROA
ROE

42.07%
62.88%
1.92%
7.97%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.29
-48.37%
$234.30

$0.50
100.00%
$63.40

Upcoming Earnings
Next Earnings Date
2/23/2015
Long-Term Growth Rate 13.90%
This Year Revenue
$270.70

Key Statistics
Market Cap ($B)
$1.63
P/E Ratio
16.75

52-Week Range
$16.23 -$21.80
Dividend Yield
6.76%

Notes:

165

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.34
16.80%
8.20%

Competitor Analysis
(Out of 213 companies in REITs)
#121 in Market Cap
#51 in Earnings Growth
#101 in Sales Growth
#60 in Long-Term Growth Rate

Sabre Corp. (SABR)


My Ratings:

Company Profile

Buy

Sabre Corporation provides technology solutions to the travel and tourism


industry. It operates in three segments: Travel Network, Airline and Hospitality
Solutions, and Travelocity. The Travel Network segment distributes travel content
from travel suppliers to online and offline travel agents.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.69
74.34
113.94
2.17

Profit Margin
Operating Margin
ROA
ROE

1.47%
12.35%
-1.96%
0.00%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.38
0.00%
$2,975.40

$0.14
1300.00%
$756.30

Upcoming Earnings
Next Earnings Date
2/25/2015
Long-Term Growth Rate 6.40%
This Year Revenue
$3,022.80

Key Statistics
Market Cap ($B)
$5.13
P/E Ratio
113.94

52-Week Range
$15.35 -$20.50
Dividend Yield
2.01%

Notes:

166

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.28
27.50%
7.40%

Competitor Analysis
(Out of 89 companies in IT Services)
#24 in Market Cap
#65 in Earnings Growth
#72 in Sales Growth
#60 in Long-Term Growth Rate

Saia, Inc. (SAIA)


Company Profile

My Ratings:

Str. Buy

Saia, Inc., through its subsidiaries, operates as a transportation company in the


United States. It provides regional and interregional less-than-truckload, truckload, guaranteed, expedited, and logistics services. The company offers solutions
for shipments between 100 and 10,000 pounds.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.06
3.84
28.52
-

Profit Margin
Operating Margin
ROA
ROE

3.74%
6.41%
7.23%
14.44%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.32
11.81%
$1,242.30

$0.64
25.50%
$332.50

Upcoming Earnings
Next Earnings Date
1/30/2015
Long-Term Growth Rate 25.80%
This Year Revenue
$1,386.20

Key Statistics
Market Cap ($B)
$1.34
P/E Ratio
28.52

52-Week Range
$30.10 -$56.53
Dividend Yield
0.00%

Notes:

167

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.45
40.30%
12.00%

Competitor Analysis
(Out of 35 companies in Road & Rail)
#21 in Market Cap
#8 in Earnings Growth
#9 in Sales Growth
#12 in Long-Term Growth Rate

Science Applications International (SAIC)


My Ratings:

Str. Buy

Company Profile
Science Applications International Corporation, a technology integrator, provides full life-cycle services and solutions in technical, engineering, and enterprise information technology (IT) markets in the United States.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.62
6.82
17.37
3.49

Profit Margin
Operating Margin
ROA
ROE

3.56%
6.14%
9.66%
40.89%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.66
9.73%
$3,874.00

$0.77
67.40%
$1,004.00

Upcoming Earnings
Next Earnings Date
4/7/2015
Long-Term Growth Rate 16.10%
This Year Revenue
$3,906.50

Key Statistics
Market Cap ($B)
$2.32
P/E Ratio
17.37

52-Week Range
$30.94 -$52.13
Dividend Yield
2.29%

Notes:

168

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.71
7.30%
1.10%

Competitor Analysis
(Out of 89 companies in IT Services)
#39 in Market Cap
#41 in Earnings Growth
#60 in Sales Growth
#26 in Long-Term Growth Rate

Boston Beer Company, Inc. Class A (SAM)


My Ratings:

Buy

Company Profile
The Boston Beer Company, Inc. produces and sells alcohol beverages primarily in
the United States, Canada, Europe, Israel, the Caribbean, the Pacific Rim, Mexico,
and Central and South America.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
4.05
8.79
40.49
1.84

Profit Margin
Operating Margin
ROA
ROE

10.08%
16.34%
17.87%
25.87%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$1.33
29.80%
$890.60

$2.79
47.60%
$269.70

Upcoming Earnings
Next Earnings Date
3/10/2015
Long-Term Growth Rate 21.90%
This Year Revenue
$1,039.80

Key Statistics
Market Cap ($B)
$3.63
P/E Ratio
40.49

52-Week Range
$203.81 -$280.37
Dividend Yield
0.00%

Notes:

169

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.35
1.20%
12.90%

Competitor Analysis
(Out of 29 companies in Beverages)
#14 in Market Cap
#11 in Earnings Growth
#5 in Sales Growth
#6 in Long-Term Growth Rate

Sanmina-SCI Corporation (SANM)


My Ratings:

Buy

Company Profile
Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services worldwide.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.32
1.56
9.95
-

Profit Margin
Operating Margin
ROA
ROE

3.17%
3.44%
6.25%
16.86%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.41
145.65%
$6,215.10

$1.52
245.50%
$1,686.20

Upcoming Earnings
Next Earnings Date
1/26/2015
Long-Term Growth Rate 9.60%
This Year Revenue
$6,682.90

Key Statistics
Market Cap ($B)
$1.94
P/E Ratio
9.95

52-Week Range
$14.80 -$25.83
Dividend Yield
0.00%

Notes:

170

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.58
41.90%
16.20%

Competitor Analysis
(Out of 128 companies in Electronic
Equipment)
#29 in Market Cap
#8 in Earnings Growth
#16 in Sales Growth
#66 in Long-Term Growth Rate

Sabra Health Care REIT, Inc. (SBRA)


My Ratings:

Buy

Company Profile
Sabra Health Care REIT, Inc. operates as a real estate investment trust in the
United States. The company, through its subsidiaries, owns and invests in real
estate properties for the healthcare industry.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
7.32
2.07
43.64
6.17

Profit Margin
Operating Margin
ROA
ROE

22.80%
62.11%
2.48%
6.94%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.27
19.61%
$165.40

$0.31
29.20%
$44.00

Upcoming Earnings
Next Earnings Date
2/25/2015
Long-Term Growth Rate 39.90%
This Year Revenue
$223.50

Key Statistics
Market Cap ($B)
$1.37
P/E Ratio
43.64

52-Week Range
$24.25 -$30.68
Dividend Yield
6.25%

Notes:

171

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.37
37.00%
43.30%

Competitor Analysis
(Out of 213 companies in REITs)
#135 in Market Cap
#33 in Earnings Growth
#24 in Sales Growth
#42 in Long-Term Growth Rate

Sealed Air Corporation (SEE)


My Ratings:

Buy

Company Profile
Sealed Air Corporation, through its subsidiaries, provides food safety and security, facility hygiene, and product protection solutions worldwide. The company
operates through three segments: Food Care, Diversey Care, and Product Care.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.08
6.53
44
1.73

Profit Margin
Operating Margin
ROA
ROE

2.50%
9.88%
2.20%
14.22%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.34
0.00%
$7,789.30

$0.28
64.70%
$1,975.50

Upcoming Earnings
Next Earnings Date
1/26/2015
Long-Term Growth Rate 23.00%
This Year Revenue
$7,800.40

Key Statistics
Market Cap ($B)
$8.67
P/E Ratio
44

52-Week Range
$29.86 -$41.93
Dividend Yield
1.49%

Notes:

172

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.47
38.90%
1.90%

Competitor Analysis
(Out of 19 companies in Containers &
Packaging)
#2 in Market Cap
#3 in Earnings Growth
#12 in Sales Growth
#1 in Long-Term Growth Rate

SEI Investments Company (SEIC)


My Ratings:

Buy

Company Profile
SEI Investments Co. is a publicly owned investment manager. The firm provides
wealth management and investment advisory services to its clients through its
subsidiaries.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
5.38
5.31
21.74
2.24

Profit Margin
Operating Margin
ROA
ROE

24.72%
26.64%
21.35%
25.48%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.37
12.03%
$1,242.30

$0.49
28.90%
$322.00

Upcoming Earnings
Next Earnings Date
1/28/2015
Long-Term Growth Rate 20.00%
This Year Revenue
$1,376.10

Key Statistics
Market Cap ($B)
$6.61
P/E Ratio
21.74

52-Week Range
$30.27 -$40.81
Dividend Yield
1.22%

Notes:

173

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.48
29.70%
9.50%

Competitor Analysis
(Out of 101 companies in Capital Markets)
#21 in Market Cap
#12 in Earnings Growth
#31 in Sales Growth
#28 in Long-Term Growth Rate

Shell Midstream Partners LP (SHLX)


My Ratings:

Buy

Company Profile
Shell Midstream Partners, L.P. develops and operates pipelines and other midstream assets. The company was founded in 2014 and is based in Houston, Texas.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
31.67
15.06
60.46
-

Profit Margin
Operating Margin
ROA
ROE

52.46%
52.67%
18.94%
22.04%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

0.00%
$144.30

$0.23
35.30%
$46.90

Upcoming Earnings
Next Earnings Date
2/25/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$252.40

Key Statistics
Market Cap ($B)
$4.57
P/E Ratio
60.46

52-Week Range
$31.95 -$38.41
Dividend Yield
0.00%

Notes:

174

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.14
0.00%
0.00%

Competitor Analysis
(Out of 322 companies in Oil & Gas)
#82 in Market Cap
#1 in Earnings Growth
#1 in Sales Growth
#67 in Long-Term Growth Rate

Sunstone Hotel Investors, Inc. (SHO)


My Ratings:

Company Profile

Str. Buy

Sunstone Hotel Investors, Inc. operates as a real estate investment trust. The firm
engages in the acquisition, ownership, asset management, renovation, and sale
of luxury, upper upscale, and upscale full-service hotels in the United States. Its
portfolio also includes mid-scale hotels.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.79
1.57
55.2
4.19

Profit Margin
Operating Margin
ROA
ROE

6.12%
13.55%
1.89%
3.46%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.01
0.00%
$1,099.30

$0.14
100.00%
$308.80

Upcoming Earnings
Next Earnings Date
2/20/2015
Long-Term Growth Rate 25.00%
This Year Revenue
$1,221.00

Key Statistics
Market Cap ($B)
$3.37
P/E Ratio
55.2

52-Week Range
$12.46 -$16.65
Dividend Yield
1.45%

Notes:

175

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.06
525.00%
16.80%

Competitor Analysis
(Out of 213 companies in REITs)
#66 in Market Cap
#3 in Earnings Growth
#62 in Sales Growth
#55 in Long-Term Growth Rate

Sirona Dental Systems, Inc. (SIRO)


My Ratings:

Str. Buy

Company Profile
Sirona Dental Systems, Inc. develops, manufactures, and markets dental equipment for dentists worldwide. It operates through four segments Dental CAD/
CAM Systems, Imaging Systems, Treatment Centers, and Instruments.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
4.07
3.8
27.15
1.89

Profit Margin
Operating Margin
ROA
ROE

15.00%
19.32%
9.90%
14.55%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.96
19.92%
$1,171.10

$0.76
16.90%
$290.00

Upcoming Earnings
Next Earnings Date
2/6/2015
Long-Term Growth Rate 8.80%
This Year Revenue
$1,228.50

Key Statistics
Market Cap ($B)
$4.78
P/E Ratio
27.15

52-Week Range
$67.35 -$88.00
Dividend Yield
0.00%

Notes:

176

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.94
1.70%
2.40%

Competitor Analysis
(Out of 149 companies in Health Care
Supplies)
#21 in Market Cap
#47 in Earnings Growth
#99 in Sales Growth
#54 in Long-Term Growth Rate

Snap-on Incorporated (SNA)


My Ratings:

Buy

Company Profile
Snap-on Incorporated manufactures and markets tools, equipment, diagnostics,
and repair information and systems solutions for professional users worldwide.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.25
3.39
19.25
4.34

Profit Margin
Operating Margin
ROA
ROE

11.70%
19.27%
9.56%
18.76%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$1.60
17.71%
$3,420.70

$1.76
23.10%
$859.90

Upcoming Earnings
Next Earnings Date
2/5/2015
Long-Term Growth Rate 12.60%
This Year Revenue
$3,456.50

Key Statistics
Market Cap ($B)
$7.71
P/E Ratio
19.25

52-Week Range
$97.23 -$137.51
Dividend Yield
1.45%

Notes:

177

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.81
13.00%
5.80%

Competitor Analysis
(Out of 117 companies in Machinery)
#14 in Market Cap
#44 in Earnings Growth
#43 in Sales Growth
#63 in Long-Term Growth Rate

Siliconware Precision Industries Co. (SPIL)


My Ratings:

Buy

Company Profile
Siliconware Precision Industries Co., Ltd. provides semiconductor packaging and
testing services to semiconductor suppliers worldwide.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.71
2.03
12.57
0.45

Profit Margin
Operating Margin
ROA
ROE

13.61%
15.68%
10.06%
16.79%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.12
100.00%
$2,641.20

$0.17
41.70%
$686.20

Upcoming Earnings
Next Earnings Date
1/27/2015
Long-Term Growth Rate 25.70%
This Year Revenue
$2,892.20

Key Statistics
Market Cap ($B)
$4.56
P/E Ratio
12.57

52-Week Range
$5.62 -$8.88
Dividend Yield
4.39%

Notes:

178

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.13
10.60%
5.20%

Competitor Analysis
(Out of 145 companies in Semiconductors)
#28 in Market Cap
#54 in Earnings Growth
#71 in Sales Growth
#44 in Long-Term Growth Rate

Spirit AeroSystems Holdings, Inc. (SPR)


My Ratings:

Buy

Company Profile
Spirit AeroSystems Holdings, Inc., through its subsidiaries, operates as a nonoriginal equipment manufacturer (OEM) that designs and manufactures commercial aerostructures worldwide. It operates in three segments: Fuselage
Systems, Propulsion Systems, and Wing Systems.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.85
3.07
0.49

Profit Margin
Operating Margin
ROA
ROE

-1.81%
4.73%
-2.23%
-6.44%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

($4.15)
-583.33%
$6,719.20

$1.20
84.60%
$1,693.00

Upcoming Earnings
Next Earnings Date
2/5/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$7,023.20

Key Statistics
Market Cap ($B)
$5.56
P/E Ratio
-

52-Week Range
$26.51 -$45.32
Dividend Yield
0.00%

Notes:

179

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.75
0.00%
12.00%

Competitor Analysis
(Out of 55 companies in Aerospace & Defense)
#15 in Market Cap
#1 in Earnings Growth
#8 in Sales Growth
#41 in Long-Term Growth Rate

Sovran Self Storage, Inc. (SSS)


My Ratings:

Str. Buy

Company Profile
Sovran Self Storage, Inc. operates as a real estate investment trust (REIT). It engages in the acquisition, ownership, and management of self-storage properties
in the United States.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
8.84
3.03
33.68
4.88

Profit Margin
Operating Margin
ROA
ROE

26.19%
36.10%
5.00%
9.26%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.61
21.84%
$315.40

$0.77
26.20%
$85.90

Upcoming Earnings
Next Earnings Date
2/18/2015
Long-Term Growth Rate 14.50%
This Year Revenue
$350.60

Key Statistics
Market Cap ($B)
$2.88
P/E Ratio
33.68

52-Week Range
$63.30 -$87.55
Dividend Yield
3.66%

Notes:

180

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.71
16.20%
15.80%

Competitor Analysis
(Out of 213 companies in REITs)
#84 in Market Cap
#53 in Earnings Growth
#66 in Sales Growth
#83 in Long-Term Growth Rate

Sensata Technologies Holding NV (ST)


My Ratings:

Company Profile

Buy

Sensata Technologies Holding N.V, through its subsidiaries, engages in the development, manufacture, and sale of sensors and controls primarily in the Americas,
the Asia Pacific, and Europe. The company operates in two segments, Sensors
and Controls.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
3.97
7.05
31.2
1.51

Profit Margin
Operating Margin
ROA
ROE

12.73%
18.20%
7.56%
22.81%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.59
52.83%
$2,209.60

$0.48
29.70%
$577.10

Upcoming Earnings
Next Earnings Date
1/26/2015
Long-Term Growth Rate 18.90%
This Year Revenue
$3,106.90

Key Statistics
Market Cap ($B)
$8.63
P/E Ratio
31.2

52-Week Range
$36.78 -$52.99
Dividend Yield
0.00%

Notes:

181

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.52
11.50%
37.40%

Competitor Analysis
(Out of 50 companies in Electrical Equipment)
#7 in Market Cap
#20 in Earnings Growth
#6 in Sales Growth
#18 in Long-Term Growth Rate

SunTrust Banks, Inc. (STI)


My Ratings:

Company Profile

Buy

SunTrust Banks, Inc. operates as the holding company for SunTrust Bank that
provides various financial services in the United States. The company operates in
three segments: Consumer Banking and Private Wealth Management, Wholesale
Banking, and Mortgage Banking.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.48
0.98
12.12
0.49

Profit Margin
Operating Margin
ROA
ROE

20.96%
48.53%
1.01%
8.33%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.77
43.23%
$8,615.00

$1.06
221.20%
$2,133.00

Upcoming Earnings
Next Earnings Date
1/16/2015
Long-Term Growth Rate 12.30%
This Year Revenue
$8,289.10

Key Statistics
Market Cap ($B)
$21.22
P/E Ratio
12.12

52-Week Range
$34.73 -$41.69
Dividend Yield
2.10%

Notes:

182

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.81
5.00%
0.60%

Competitor Analysis
(Out of 313 companies in Banks)
#28 in Market Cap
#144 in Earnings Growth
#179 in Sales Growth
#89 in Long-Term Growth Rate

Sun Communities, Inc. (SUI)


Company Profile

My Ratings:

Sun Communities, Inc. operates as a real estate investment trust (REIT). It owns,
operates, and develops manufactured housing communities in the midwestern,
southern, and southeastern United States.

Str. Buy

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
5.1
3.2
67.48
43.77

Profit Margin
Operating Margin
ROA
ROE

9.06%
23.84%
1.90%
6.38%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.00
222.22%
$458.90

$0.54
440.00%
$125.80

Upcoming Earnings
Next Earnings Date
2/19/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$561.40

Key Statistics
Market Cap ($B)
$2.88
P/E Ratio
67.48

52-Week Range
$40.74 -$60.61
Dividend Yield
5.15%

Notes:

183

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.01
0.00%
16.50%

Competitor Analysis
(Out of 213 companies in REITs)
#83 in Market Cap
#1 in Earnings Growth
#63 in Sales Growth
#48 in Long-Term Growth Rate

Taubman Centers, Inc. (TCO)


Company Profile

My Ratings:

Taubman Centers, Inc. operates as a real estate investment trust. As of June 30,
2005, the company owned a 63% managing general partners interest in The
Taubman Realty Group Limited Partnership (the operating partnership).

Str. Buy

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
5.93
22.05
10.11
2.77

Profit Margin
Operating Margin
ROA
ROE

61.49%
41.12%
13.82%
1017.72%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.65
371.90%
$792.20

$0.53
39.50%
$190.50

Upcoming Earnings
Next Earnings Date
2/11/2015
Long-Term Growth Rate 0.90%
This Year Revenue
$636.50

Key Statistics
Market Cap ($B)
$4.70
P/E Ratio
10.11

52-Week Range
$63.34 -$80.06
Dividend Yield
2.96%

Notes:

184

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.65
0.10%
24.80%

Competitor Analysis
(Out of 213 companies in REITs)
#44 in Market Cap
#76 in Earnings Growth
#182 in Sales Growth
#38 in Long-Term Growth Rate

Integrys Energy Group, Inc. (TEG)


My Ratings:

Buy

Company Profile
Integrys Energy Group, Inc. operates as a diversified energy holding company
with regulated natural gas and electric utility operations in Illinois, Michigan,
Minnesota, and Wisconsin.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.82
1.77
15.94
16.73

Profit Margin
Operating Margin
ROA
ROE

5.19%
7.99%
3.38%
11.40%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.99
29.41%
$7,256.10

$1.01
110.40%
$1,187.90

Upcoming Earnings
Next Earnings Date
2/25/2015
Long-Term Growth Rate 3.20%
This Year Revenue
$5,249.00

Key Statistics
Market Cap ($B)
$5.91
P/E Ratio
15.94

52-Week Range
$52.28 -$76.03
Dividend Yield
4.20%

Notes:

185

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.77
22.20%
90.40%

Competitor Analysis
(Out of 23 companies in Multi-Utilities)
#16 in Market Cap
#19 in Earnings Growth
#21 in Sales Growth
#19 in Long-Term Growth Rate

Tallgrass Energy Partners LP (TEP)


Company Profile

My Ratings:

Tallgrass Energy Partners, LP acquires, owns, develops, and operates various midstream energy assets in North America. The company operates in two segments,
Gas Transportation and Storage, and Processing.

Str. Buy

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
4.81
1.86
28.54
0.63

Profit Margin
Operating Margin
ROA
ROE

16.82%
14.22%
3.15%
6.52%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.33
2620.00%
$342.80

$0.24
71.40%
$90.00

Upcoming Earnings
Next Earnings Date
2/25/2015
Long-Term Growth Rate 87.30%
This Year Revenue
$557.30

Key Statistics
Market Cap ($B)
$1.92
P/E Ratio
28.54

52-Week Range
$24.75 -$46.36
Dividend Yield
3.35%

Notes:

186

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.39
17.50%
37.90%

Competitor Analysis
(Out of 322 companies in Oil & Gas)
#136 in Market Cap
#79 in Earnings Growth
#64 in Sales Growth
#38 in Long-Term Growth Rate

Teleflex Incorporated (TFX)


My Ratings:

Buy

Company Profile
Teleflex Incorporated designs, develops, manufactures, and supplies single-use
medical devices for common diagnostic and therapeutic procedures in critical
care and surgical applications worldwide. The company operates in three segments: Vascular, Anesthesia/Respiratory, and Surgical.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2.61
2.4
27.32
1.6

Profit Margin
Operating Margin
ROA
ROE

9.57%
16.40%
4.43%
9.04%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$1.36
10.88%
$1,814.40

$1.18
12.40%
$457.20

Upcoming Earnings
Next Earnings Date
2/19/2015
Long-Term Growth Rate 12.70%
This Year Revenue
$1,897.90

Key Statistics
Market Cap ($B)
$4.75
P/E Ratio
27.32

52-Week Range
$90.94 -$119.15
Dividend Yield
1.29%

Notes:

187

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.39
2.10%
5.50%

Competitor Analysis
(Out of 149 companies in Health Care
Supplies)
#22 in Market Cap
#36 in Earnings Growth
#64 in Sales Growth
#40 in Long-Term Growth Rate

Tesoro Corporation (TSO)


My Ratings:

Buy

Company Profile
Tesoro Corporation, together with its subsidiaries, is engaged in refining and
marketing petroleum products in the United States. It operates in two segments,
Refining and Retail.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.23
2.05
13.83
0.43

Profit Margin
Operating Margin
ROA
ROE

1.67%
3.40%
4.91%
15.44%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.04
27.58%
$41,719.00

$3.06
565.20%
$11,003.00

Upcoming Earnings
Next Earnings Date
2/4/2015
Long-Term Growth Rate 33.20%
This Year Revenue
$34,577.10

Key Statistics
Market Cap ($B)
$9.44
P/E Ratio
13.83

52-Week Range
$47.47 -$78.55
Dividend Yield
1.97%

Notes:

188

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.18
2841.50%
8.20%

Competitor Analysis
(Out of 322 companies in Oil & Gas)
#60 in Market Cap
#1 in Earnings Growth
#206 in Sales Growth
#78 in Long-Term Growth Rate

Textron Inc. (TXT)


My Ratings:

Buy

Company Profile
Textron Inc. operates in the aircraft, defense, industrial, and finance businesses
worldwide. It operates through five segments: Cessna, Bell, Textron Systems,
Industrial, and Finance.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.83
2.38
19.67
0.96

Profit Margin
Operating Margin
ROA
ROE

4.24%
7.59%
4.14%
13.81%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.60
20.61%
$13,288.00

$0.57
62.90%
$3,430.00

Upcoming Earnings
Next Earnings Date
1/21/2015
Long-Term Growth Rate 20.60%
This Year Revenue
$14,755.90

Key Statistics
Market Cap ($B)
$10.86
P/E Ratio
19.67

52-Week Range
$31.46 -$44.23
Dividend Yield
0.22%

Notes:

189

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.74
23.60%
22.60%

Competitor Analysis
(Out of 55 companies in Aerospace & Defense)
#10 in Market Cap
#6 in Earnings Growth
#4 in Sales Growth
#11 in Long-Term Growth Rate

UDR, Inc. (UDR)


My Ratings:

Str. Buy

Company Profile
UDR, Inc. is an independent real estate investment trust. The firm invests in the
real estate markets of the United States. It owns, operates, acquires, renovates,
develops, redevelops, and manages multifamily apartment communities.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
9.54
2.9
97.09
16

Profit Margin
Operating Margin
ROA
ROE

10.32%
15.92%
1.23%
3.01%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

($0.02)
0.00%
$815.90

$0.16
1500.00%
$214.90

Upcoming Earnings
Next Earnings Date
2/3/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$845.90

Key Statistics
Market Cap ($B)
$7.93
P/E Ratio
97.09

52-Week Range
$23.02 -$31.50
Dividend Yield
3.82%

Notes:

190

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.04
0.00%
6.50%

Competitor Analysis
(Out of 213 companies in REITs)
#25 in Market Cap
#1 in Earnings Growth
#112 in Sales Growth
#126 in Long-Term Growth Rate

UIL Holdings Corporation (UIL)


My Ratings:

Buy

Company Profile
UIL Holdings Corporation, through its subsidiaries, operates in the regulated utility businesses. The company operates in the Electric Distribution, Electric Transmission, and Gas Distribution segments.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.49
1.79
20.59
3.22

Profit Margin
Operating Margin
ROA
ROE

7.20%
15.87%
2.42%
9.46%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.61
2.97%
$1,634.10

$0.22
120.00%
$293.00

Upcoming Earnings
Next Earnings Date
2/18/2015
Long-Term Growth Rate 4.80%
This Year Revenue
$1,743.40

Key Statistics
Market Cap ($B)
$2.43
P/E Ratio
20.59

52-Week Range
$34.62 -$43.35
Dividend Yield
4.88%

Notes:

191

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.67
9.40%
2.80%

Competitor Analysis
(Out of 41 companies in Electric Utilities)
#28 in Market Cap
#9 in Earnings Growth
#19 in Sales Growth
#21 in Long-Term Growth Rate

United Microelectronics Corp. (UMC)


My Ratings:

Buy

Company Profile
United Microelectronics Corporation provides semiconductor wafer foundry
solutions.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.21
0.77
19.64
1.51

Profit Margin
Operating Margin
ROA
ROE

6.11%
0.00%
2.69%
3.86%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.01
-26.67%
$4,424.70

$0.05
150.00%
$1,192.70

Upcoming Earnings
Next Earnings Date
2/4/2015
Long-Term Growth Rate 1.00%
This Year Revenue
$4,852.70

Key Statistics
Market Cap ($B)
$5.40
P/E Ratio
19.64

52-Week Range
$1.95 -$2.58
Dividend Yield
0.08%

Notes:

192

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.04
309.50%
14.40%

Competitor Analysis
(Out of 145 companies in Semiconductors)
#25 in Market Cap
#2 in Earnings Growth
#46 in Sales Growth
#107 in Long-Term Growth Rate

United Rentals, Inc. (URI)


My Ratings:

Buy

Company Profile
United Rentals, Inc., through its subsidiaries, operates as an equipment rental
company. It operates in two segments, General Rentals; and Trench Safety, Power
and HVAC (heating, ventilating and air conditioning).

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.75
5.49
19.7
0.78

Profit Margin
Operating Margin
ROA
ROE

8.90%
24.84%
4.04%
27.42%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$1.59
69.49%
$5,459.00

$1.84
36.30%
$1,544.00

Upcoming Earnings
Next Earnings Date
1/21/2015
Long-Term Growth Rate 26.20%
This Year Revenue
$6,170.40

Key Statistics
Market Cap ($B)
$9.95
P/E Ratio
19.7

52-Week Range
$71.99 -$119.02
Dividend Yield
0.00%

Notes:

193

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$2.04
28.20%
13.30%

Competitor Analysis
(Out of 41 companies in Distributors)
#3 in Market Cap
#6 in Earnings Growth
#11 in Sales Growth
#8 in Long-Term Growth Rate

Waters Corporation (WAT)


My Ratings:

Buy

Company Profile
Waters Corporation operates as an analytical instrument manufacturer in the
United States and internationally.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
4.78
5.04
22.36
2.21

Profit Margin
Operating Margin
ROA
ROE

21.41%
27.36%
11.76%
24.38%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$1.70
-11.15%
$1,970.90

$1.34
17.50%
$493.20

Upcoming Earnings
Next Earnings Date
1/27/2015
Long-Term Growth Rate 9.00%
This Year Revenue
$2,072.00

Key Statistics
Market Cap ($B)
$9.29
P/E Ratio
22.36

52-Week Range
$95.08 -$116.98
Dividend Yield
0.00%

Notes:

194

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.89
11.10%
3.30%

Competitor Analysis
(Out of 39 companies in Life Science Services)
#4 in Market Cap
#12 in Earnings Growth
#19 in Sales Growth
#21 in Long-Term Growth Rate

Werner Enterprises, Inc. (WERN)


My Ratings:

Company Profile

Buy

Werner Enterprises, Inc., a transportation and logistics company, is engaged in


hauling truckload shipments of general commodities in interstate and intrastate
commerce. The company operates in two segments, Truckload Transportation
Services and Value Added Services.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.04
2.71
24.9
2.01

Profit Margin
Operating Margin
ROA
ROE

4.19%
5.97%
6.29%
11.32%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.30
-1.63%
$2,104.00

$0.36
24.10%
$552.00

Upcoming Earnings
Next Earnings Date
1/28/2015
Long-Term Growth Rate 12.50%
This Year Revenue
$2,259.80

Key Statistics
Market Cap ($B)
$2.18
P/E Ratio
24.9

52-Week Range
$23.69 -$31.02
Dividend Yield
0.79%

Notes:

195

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.37
24.50%
6.50%

Competitor Analysis
(Out of 35 companies in Road & Rail)
#20 in Market Cap
#16 in Earnings Growth
#20 in Sales Growth
#27 in Long-Term Growth Rate

Advanced Drainage Systems Inc (WMS)


My Ratings:

Company Profile

Str. Buy

Advanced Drainage Systems, Inc. designs, manufactures, and markets thermoplastic corrugated pipes and related water management products for nonresidential, residential, agriculture, and infrastructure applications in the United
States and internationally.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1
4.95
0.4

Profit Margin
Operating Margin
ROA
ROE

1.24%
7.16%
1.21%
4.26%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

0.00%
$1,135.70

$0.56
115.40%
$364.70

Upcoming Earnings
Next Earnings Date
2/25/2015
Long-Term Growth Rate 68.50%
This Year Revenue
$1,317.20

Key Statistics
Market Cap ($B)
$1.14
P/E Ratio
-

52-Week Range
$14.88 -$23.72
Dividend Yield
0.00%

Notes:

196

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.14
0.00%
0.00%

Competitor Analysis
(Out of 30 companies in Building Products)
#15 in Market Cap
#1 in Earnings Growth
#1 in Sales Growth
#6 in Long-Term Growth Rate

W. R. Berkley Corporation (WRB)


My Ratings:

Str. Buy

Company Profile
W. R. Berkley Corporation, an insurance holding company, operates as commercial lines writers primarily in the United States. The company operates in three
segments: Insurance-Domestic, Insurance-International, and Reinsurance-Global.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
0.95
1.39
10
1.52

Profit Margin
Operating Margin
ROA
ROE

9.49%
15.49%
3.14%
14.73%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.85
30.61%
$7,041.20

$1.42
46.40%
$1,840.60

Upcoming Earnings
Next Earnings Date
1/27/2015
Long-Term Growth Rate 8.80%
This Year Revenue
$6,233.70

Key Statistics
Market Cap ($B)
$6.56
P/E Ratio
10

52-Week Range
$37.93 -$53.96
Dividend Yield
0.92%

Notes:

197

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.90
6.00%
9.60%

Competitor Analysis
(Out of 121 companies in Insurance)
#34 in Market Cap
#39 in Earnings Growth
#26 in Sales Growth
#47 in Long-Term Growth Rate

Washington Real Estate Invest. Trust (WRE)


My Ratings:

Company Profile

Buy

Washington Real Estate Investment Trust is an equity real estate investment trust
(REIT). The company engages in the ownership, operation, and development of
real properties. The firm invests in real estate markets of the greater Washington
D.C. metro region.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
6.4
2.24
15.82

Profit Margin
Operating Margin
ROA
ROE

-0.54%
21.59%
-0.07%
-0.19%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.28
-142.86%
$281.90

$0.05
66.70%
$73.60

Upcoming Earnings
Next Earnings Date
2/19/2015
Long-Term Growth Rate 0.00%
This Year Revenue
$301.90

Key Statistics
Market Cap ($B)
$1.80
P/E Ratio
-

52-Week Range
$22.53 -$28.39
Dividend Yield
4.73%

Notes:

198

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.05
82.10%
11.10%

Competitor Analysis
(Out of 213 companies in REITs)
#113 in Market Cap
#128 in Earnings Growth
#85 in Sales Growth
#31 in Long-Term Growth Rate

Weingarten Realty Investors (WRI)


Company Profile

My Ratings:

Weingarten Realty Investors is a publically owned equity real estate investment


trust. The firm invests in the real estate markets of United States. The firm engages in ownership, management, acquisition, development and redevelopment.

Str. Buy

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
7.42
2.83
22.01
4.82

Profit Margin
Operating Margin
ROA
ROE

35.70%
39.32%
4.99%
14.03%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.38
178.18%
$558.30

$0.79
464.30%
$138.50

Upcoming Earnings
Next Earnings Date
2/17/2015
Long-Term Growth Rate 20.10%
This Year Revenue
$520.50

Key Statistics
Market Cap ($B)
$4.17
P/E Ratio
22.01

52-Week Range
$27.42 -$36.96
Dividend Yield
4.13%

Notes:

199

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.18
53.90%
0.00%

Competitor Analysis
(Out of 213 companies in REITs)
#54 in Market Cap
#121 in Earnings Growth
#150 in Sales Growth
#157 in Long-Term Growth Rate

Williams-Sonoma, Inc. (WSM)


My Ratings:

Buy

Company Profile
Williams-Sonoma Inc. operates as a multi-channel specialty retailer of home
products. The company operates in two segments, Direct-to-Customer and
Retail.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.47
5.86
22.98
1.64

Profit Margin
Operating Margin
ROA
ROE

6.39%
10.43%
13.05%
25.63%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$1.38
9.25%
$4,622.90

$0.68
17.20%
$1,143.20

Upcoming Earnings
Next Earnings Date
3/17/2015
Long-Term Growth Rate 13.00%
This Year Revenue
$5,012.40

Key Statistics
Market Cap ($B)
$6.65
P/E Ratio
22.98

52-Week Range
$52.85 -$75.22
Dividend Yield
2.03%

Notes:

200

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$1.51
9.70%
7.10%

Competitor Analysis
(Out of 103 companies in Specialty Retail)
#20 in Market Cap
#44 in Earnings Growth
#35 in Sales Growth
#39 in Long-Term Growth Rate

WhiteWave Foods Company (WWAV)


My Ratings:

Company Profile

Buy

The WhiteWave Foods Company, a consumer packaged food and beverage company, manufactures, markets, distributes, and sells branded plant-based foods
and beverages, coffee creamers and beverages, dairy, and organic greens and
produce products in North America and Europe.

Volatility Rankings:

Key Statistics

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.83
5.56
46.34
1.58

Profit Margin
Operating Margin
ROA
ROE

3.97%
7.93%
4.56%
12.77%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.22
12.90%
$3,204.90

$0.23
64.30%
$857.50

Upcoming Earnings
Next Earnings Date
2/12/2015
Long-Term Growth Rate 22.20%
This Year Revenue
$3,804.30

Key Statistics
Market Cap ($B)
$5.89
P/E Ratio
46.34

52-Week Range
$21.84 -$37.46
Dividend Yield
0.00%

Notes:

201

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.27
23.60%
32.80%

Competitor Analysis
(Out of 64 companies in Food Products)
#20 in Market Cap
#12 in Earnings Growth
#5 in Sales Growth
#16 in Long-Term Growth Rate

Wyndham Worldwide Corporation (WYN)


My Ratings:

Buy

Company Profile
Wyndham Worldwide Corporation provides various hospitality services and
products to individual and business customers in the United States, the United
Kingdom, the Netherlands, and internationally.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
2
7.24
19.64
1.84

Profit Margin
Operating Margin
ROA
ROE

10.18%
18.82%
5.56%
34.59%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.73
33.12%
$5,245.00

$1.64
17.10%
$1,514.00

Upcoming Earnings
Next Earnings Date
2/11/2015
Long-Term Growth Rate 12.30%
This Year Revenue
$5,494.80

Key Statistics
Market Cap ($B)
$10.19
P/E Ratio
19.64

52-Week Range
$68.62 -$85.04
Dividend Yield
1.72%

Notes:

202

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.85
16.10%
2.90%

Competitor Analysis
(Out of 117 companies in Restaurants &
Leisure)
#15 in Market Cap
#29 in Earnings Growth
#54 in Sales Growth
#61 in Long-Term Growth Rate

TAL Education Group Unsponsored (XRS)


My Ratings:

Str. Buy

Company Profile
TAL Education Group, together with its subsidiaries, provides K-12 after-school
tutoring services under the Xueersi brand name in China.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
6.23
8.06
32.34
1.15

Profit Margin
Operating Margin
ROA
ROE

19.27%
18.63%
12.53%
27.74%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$0.15
58.18%
$371.90

$0.34
17.20%
$122.40

Upcoming Earnings
Next Earnings Date
1/27/2015
Long-Term Growth Rate 29.10%
This Year Revenue
$533.30

Key Statistics
Market Cap ($B)
$2.32
P/E Ratio
32.34

52-Week Range
$19.75 -$35.90
Dividend Yield
0.00%

Notes:

203

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$0.13
13.30%
32.90%

Competitor Analysis
(Out of 40 companies in Diversified Consumer
Services)
#11 in Market Cap
#20 in Earnings Growth
#3 in Sales Growth
#8 in Long-Term Growth Rate

Alleghany Corporation (Y)


My Ratings:

Buy

Company Profile
Alleghany Corporation, together with its subsidiaries, provides various insurance
services in the United States. The company operates in two segments, Reinsurance and Insurance.

Key Statistics

Volatility Rankings:

Conservative
quantitative
Grade:

Fundamental
Grade:

Valuation
Price/Sales
Price/Book
Price/Earnings
Price/Earnings Growth

Profitability
1.41
0.98
9.92
-

Profit Margin
Operating Margin
ROA
ROE

14.22%
20.65%
3.16%
10.56%

Earnings in Review
Fundamental
Analysis
Sales Growth:

Operating Margin:

Earnings Growth:

Earn. Momentum:

Earn. Revisions:

Earn. Surprises:

Cash Flow:

Return on Equity:

Last Year EPS


Last Year EPS %
Last Year Revenue

$6.25
127.98%
$5,243.20

$11.40
68.90%
$1,344.10

Upcoming Earnings
Next Earnings Date
2/19/2015
Long-Term Growth Rate 0.60%
This Year Revenue
-

Key Statistics
Market Cap ($B)
$7.24
P/E Ratio
9.92

52-Week Range
$363.60 -$469.83
Dividend Yield
0.00%

Notes:

204

Last Quarter EPS


Last Quarter EPS %
Last Quarter Revenue

High Growth, Low Volatility Wealth Builders | Q1

This Quarter EPS


This Quarter EPS
This Quarter Revenue

$7.02
12.40%
0.00%

Competitor Analysis
(Out of 121 companies in Insurance)
#32 in Market Cap
#26 in Earnings Growth
#1 in Sales Growth
#84 in Long-Term Growth Rate