bespoke investment group the bespoke 50 · tsla tesla motors inc consumer discret. 173.41 176.36...

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BESPOKE Investment Group The Bespoke 50 October 3, 2013 Page 1 of 7 For Personal Use Only—Do Not Forward BespokePremium.com © Copyright 2013, Bespoke Investment Group, LLC. Bespoke Investment Group, LLC believes all information contained in this report to be accurate, but we do not guarantee its accuracy. None of the information in this report or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. Removed BDBD CQB FNP FSYS HOS RTI TWIN Bespoke 50 S&P 500 Last Week 0.36 -0.58 Since Inception 72.08 24.02 Performance (%) The Bespoke 50: Performance Since Inception -15 -5 5 15 25 35 45 55 65 75 3/5 5/5 7/5 9/5 11/5 1/5 3/5 5/5 7/5 9/5 Bespoke 50 SPY +72% +24% 0 5 10 15 20 25 30 35 40 45 50 3/5 5/5 7/5 9/5 11/5 1/5 3/5 5/5 7/5 9/5 Bespoke 50 vs. S&P 500 +48% Stock Company Sector Price Est. EPS Growth Next Year ABFS Arkansas Best Corp Industrials 25.74 591.77 AMCC Applied Micro Circuits Corp Technology 13.35 272.95 APOG Apogee Enterprises Inc Industrials 29.78 61.47 ATRO Astronics Corp Industrials 48.68 38.48 AXAS Abraxas Petroleum Corp Energy 2.91 76.81 BCEI Bonanza Creek Energy Inc Energy 50.22 71.08 CALD Callidus Software Inc Technology 8.88 376.47 CCOI Cogent Communications Telecom 32.08 164.84 CMLS Cumulus Media Inc Consumer Discret. 5.35 72.92 COWN Cowen Group Inc Financials 3.54 147.06 CTRN Citi Trends Inc Consumer Discret. 17.28 5900.00 CUBE CubeSmart Financials 18.42 192.00 DDD 3D Systems Corp Technology 53.81 32.26 DEPO Depomed Inc Health Care 7.64 820.63 DVN Devon Energy Corp Energy 58.04 29.00 EIG Employers Holdings Inc Financials 29.19 45.53 EXAM ExamWorks Group Inc Health Care 26.56 293.81 EXP Eagle Materials Inc Materials 72.63 55.40 EXTR Extreme Networks Information Technology 5.20 85.00 FANG Diamondback Energy Inc Energy 43.59 93.96 FOE Ferro Corp Materials 9.64 59.79 GLF Gulfmark Offshore Inc Energy 50.24 75.12 KOG Kodiak Oil & Gas Corp Energy 12.47 47.90 LAMR Lamar Advertising Co Consumer Discret. 46.51 78.46 LOCK LifeLock Inc Consumer Discret. 14.70 43.68 LPI Laredo Petroleum Holdings Inc Energy 30.18 49.92 LYV Live Nation Entertainment Inc Consumer Discret. 18.95 440.00 MOD Modine Manufacturing Co Consumer Discret. 14.35 53.17 MOVE Move Inc Technology 17.02 45.41 MWA Mueller Water Products Inc Industrials 8.00 78.86 NFLX Netflix Inc Consumer Discret. 321.45 83.73 PDCE PDC Energy Inc Energy 64.75 142.39 PNK Pinnacle Entertainment Inc Consumer Discret. 25.06 111.49 RDC Rowan Cos Plc Energy 36.75 64.55 RENT Rentrak Corp Consumer Discret. 33.40 14960.00 REXX Rex Energy Corp Energy 21.44 80.93 RST Rosetta Stone Inc Technology 16.33 908.57 SN Sanchez Energy Corp Energy 27.37 91.51 STAA Staar Surgical Co Health Care 13.38 146.62 SVU SUPERVALU Inc Consumer Staples 7.99 34.15 TBBK Bancorp Inc/DE Financials 17.49 63.65 TQNT TriQuint Semiconductor Inc Technology 8.56 843.64 TRLA Trulia Inc Technology 48.16 295.71 TSLA Tesla Motors Inc Consumer Discret. 173.41 176.36 TTI TETRA Technologies Inc Energy 12.24 46.04 TUES Tuesday Morning Corp Consumer Discret. 14.61 60.00 UFI Unifi Inc Consumer Discret. 23.12 34.83 ULTR Ultrapetrol Bahamas Ltd Industrials 3.53 32.50 WG Willbros Group Inc Energy 9.21 1994.59 WSTL Westell Technologies Inc Technology 3.36 75.00 The Bespoke 50: 10/3/13 The “Bespoke 50” is a list of top growth stocks in the Russell 3,000. To make the list, a stock must have strong earnings growth prospects along with an attractive price chart based on Bespoke’s proprietary fundamental and technical analysis. The list is sorted alphabetically, and each stock is equally weighted when analyzing performance. The “Bespoke 50” is updated weekly. Stocks new to the list this week are shaded in green. As always, investors should use this list as a starting point for further analysis. Price charts for all 50 stocks are included on the following pages.

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Page 1: BESPOKE Investment Group The Bespoke 50 · TSLA Tesla Motors Inc Consumer Discret. 173.41 176.36 ... fundamental and technical analysis. The list is sorted alphabetically, and each

BESPOKE Investment Group

The Bespoke 50 October 3, 2013

Page 1 of 7

For Personal Use Only—Do Not Forward

BespokePremium.com © Copyright 2013, Bespoke Investment Group, LLC. Bespoke Investment

Group, LLC believes all information contained in this report to be accurate, but we do not guarantee its accuracy. None of the information in this report or any

opinions expressed constitutes a solicitation of the purchase or sale of any

securities or commodities.

Removed

BDBD

CQB

FNP

FSYS

HOS

RTI

TWIN

Bespoke 50 S&P 500

Last Week 0.36 -0.58

Since Inception 72.08 24.02

Performance (%)

The Bespoke 50: Performance Since Inception

-15

-5

5

15

25

35

45

55

65

75

3/5 5/5 7/5 9/5 11/5 1/5 3/5 5/5 7/5 9/5

Bespoke 50

SPY

+72%

+24%

0

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50

3/5 5/5 7/5 9/5 11/5 1/5 3/5 5/5 7/5 9/5

Bespoke 50 vs. S&P 500+48%

Stock Company Sector Price

Est. EPS Growth

Next Year

ABFS Arkansas Best Corp Industrials 25.74 591.77

AMCC Applied Micro Circuits Corp Technology 13.35 272.95

APOG Apogee Enterprises Inc Industrials 29.78 61.47

ATRO Astronics Corp Industrials 48.68 38.48

AXAS Abraxas Petroleum Corp Energy 2.91 76.81

BCEI Bonanza Creek Energy Inc Energy 50.22 71.08

CALD Callidus Software Inc Technology 8.88 376.47

CCOI Cogent Communications Telecom 32.08 164.84

CMLS Cumulus Media Inc Consumer Discret. 5.35 72.92

COWN Cowen Group Inc Financials 3.54 147.06

CTRN Citi Trends Inc Consumer Discret. 17.28 5900.00

CUBE CubeSmart Financials 18.42 192.00

DDD 3D Systems Corp Technology 53.81 32.26

DEPO Depomed Inc Health Care 7.64 820.63

DVN Devon Energy Corp Energy 58.04 29.00

EIG Employers Holdings Inc Financials 29.19 45.53

EXAM ExamWorks Group Inc Health Care 26.56 293.81

EXP Eagle Materials Inc Materials 72.63 55.40

EXTR Extreme Networks Information Technology 5.20 85.00

FANG Diamondback Energy Inc Energy 43.59 93.96

FOE Ferro Corp Materials 9.64 59.79

GLF Gulfmark Offshore Inc Energy 50.24 75.12

KOG Kodiak Oil & Gas Corp Energy 12.47 47.90

LAMR Lamar Advertising Co Consumer Discret. 46.51 78.46

LOCK LifeLock Inc Consumer Discret. 14.70 43.68

LPI Laredo Petroleum Holdings Inc Energy 30.18 49.92

LYV Live Nation Entertainment Inc Consumer Discret. 18.95 440.00

MOD Modine Manufacturing Co Consumer Discret. 14.35 53.17

MOVE Move Inc Technology 17.02 45.41

MWA Mueller Water Products Inc Industrials 8.00 78.86

NFLX Netflix Inc Consumer Discret. 321.45 83.73

PDCE PDC Energy Inc Energy 64.75 142.39

PNK Pinnacle Entertainment Inc Consumer Discret. 25.06 111.49

RDC Rowan Cos Plc Energy 36.75 64.55

RENT Rentrak Corp Consumer Discret. 33.40 14960.00

REXX Rex Energy Corp Energy 21.44 80.93

RST Rosetta Stone Inc Technology 16.33 908.57

SN Sanchez Energy Corp Energy 27.37 91.51

STAA Staar Surgical Co Health Care 13.38 146.62

SVU SUPERVALU Inc Consumer Staples 7.99 34.15

TBBK Bancorp Inc/DE Financials 17.49 63.65

TQNT TriQuint Semiconductor Inc Technology 8.56 843.64

TRLA Trulia Inc Technology 48.16 295.71

TSLA Tesla Motors Inc Consumer Discret. 173.41 176.36

TTI TETRA Technologies Inc Energy 12.24 46.04

TUES Tuesday Morning Corp Consumer Discret. 14.61 60.00

UFI Unifi Inc Consumer Discret. 23.12 34.83

ULTR Ultrapetrol Bahamas Ltd Industrials 3.53 32.50

WG Willbros Group Inc Energy 9.21 1994.59

WSTL Westell Technologies Inc Technology 3.36 75.00

The Bespoke 50: 10/3/13

The “Bespoke 50” is a list of top growth stocks in the Russell 3,000. To make the list, a stock must have

strong earnings growth prospects along with an attractive price chart based on Bespoke’s proprietary

fundamental and technical analysis. The list is sorted alphabetically, and each stock is equally weighted

when analyzing performance. The “Bespoke 50” is updated weekly. Stocks new to the list this week are

shaded in green. As always, investors should use this list as a starting point for further analysis. Price

charts for all 50 stocks are included on the following pages.

Page 2: BESPOKE Investment Group The Bespoke 50 · TSLA Tesla Motors Inc Consumer Discret. 173.41 176.36 ... fundamental and technical analysis. The list is sorted alphabetically, and each

Bespoke

Page 2 of 7

For Personal Use Only—Do Not Forward

BespokePremium.com © Copyright 2013, Bespoke Investment Group, LLC. Bespoke Investment

Group, LLC believes all information contained in this report to be accurate, but we do not guarantee its accuracy. None of the information in this report or any

opinions expressed constitutes a solicitation of the purchase or sale of any

securities or commodities.

ABFS AMCC

APOG ATRO

AXAS BCEI

CALD CCOI

CMLS COWN

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Page 3: BESPOKE Investment Group The Bespoke 50 · TSLA Tesla Motors Inc Consumer Discret. 173.41 176.36 ... fundamental and technical analysis. The list is sorted alphabetically, and each

Bespoke

Page 3 of 7

For Personal Use Only—Do Not Forward

BespokePremium.com © Copyright 2013, Bespoke Investment Group, LLC. Bespoke Investment

Group, LLC believes all information contained in this report to be accurate, but we do not guarantee its accuracy. None of the information in this report or any

opinions expressed constitutes a solicitation of the purchase or sale of any

securities or commodities.

DDD DEPO

DVN EIG

EXAM EXP

EXTR FANG

CUBECTRN

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Bespoke

Page 4 of 7

For Personal Use Only—Do Not Forward

BespokePremium.com © Copyright 2013, Bespoke Investment Group, LLC. Bespoke Investment

Group, LLC believes all information contained in this report to be accurate, but we do not guarantee its accuracy. None of the information in this report or any

opinions expressed constitutes a solicitation of the purchase or sale of any

securities or commodities.

LOCK LPI

LYV MOD

MOVE MWA

LAMR

FOE GLF

KOG

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Page 5: BESPOKE Investment Group The Bespoke 50 · TSLA Tesla Motors Inc Consumer Discret. 173.41 176.36 ... fundamental and technical analysis. The list is sorted alphabetically, and each

Bespoke

Page 5 of 7

For Personal Use Only—Do Not Forward

BespokePremium.com © Copyright 2013, Bespoke Investment Group, LLC. Bespoke Investment

Group, LLC believes all information contained in this report to be accurate, but we do not guarantee its accuracy. None of the information in this report or any

opinions expressed constitutes a solicitation of the purchase or sale of any

securities or commodities.

RST SN

STAA SVU

REXX

NFLX PDCE

PNK RDC

RENT

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98

148

198

248

298

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Page 6: BESPOKE Investment Group The Bespoke 50 · TSLA Tesla Motors Inc Consumer Discret. 173.41 176.36 ... fundamental and technical analysis. The list is sorted alphabetically, and each

Bespoke

Page 6 of 7

For Personal Use Only—Do Not Forward

BespokePremium.com © Copyright 2013, Bespoke Investment Group, LLC. Bespoke Investment

Group, LLC believes all information contained in this report to be accurate, but we do not guarantee its accuracy. None of the information in this report or any

opinions expressed constitutes a solicitation of the purchase or sale of any

securities or commodities.

TBBK TQNT

TRLA TSLA

TTI TUES

UFI ULTR

WG WSTL

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Page 7: BESPOKE Investment Group The Bespoke 50 · TSLA Tesla Motors Inc Consumer Discret. 173.41 176.36 ... fundamental and technical analysis. The list is sorted alphabetically, and each

Bespoke

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For Personal Use Only—Do Not Forward

BespokePremium.com © Copyright 2013, Bespoke Investment Group, LLC. Bespoke Investment

Group, LLC believes all information contained in this report to be accurate, but we do not guarantee its accuracy. None of the information in this report or any

opinions expressed constitutes a solicitation of the purchase or sale of any

securities or commodities.

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