stock guide winter 2015 - marketsmith · estimate revision business summary earnings $ sales mil.$...

Quarterly Stock GuideWinter 2015

new year,new trading opportunities

Order your copy of Top Stocks 2014: The Stories Behind the Big Winners today.

Go to marketsmith.com/print or call us at (800) 452-4422.

Looking for the Best Stocks in 2015?Gain insight from the

best moves in 2014

Successful investors know picking stock market winners starts by studying leaders of the past and identify common characteristics that preceded their big moves. Top Stocks 2014: The Stories Behind the Big Winners focuses on this year’s biggest winners and highlights their fundamental stories.

Top Stocks 2014 includes:

• Over 60 stock graphs with price/volume activity and fundamental data as of 12/31/14

• Enhanced view of technical action, provided by MarketSmith’s Pattern Recognition software

• Select fundamental stories to illustrate key growth drivers

- 16 -

© 2014 MarketSmith, Incorporated. [email protected] 12.31.2013

Celgene Corp

TOP STOCKS 2014The Stories Behind the Big Winners

Stock GuideWinter 2015

As we head into 2015, it is important for investors to look back on 2014 to gain insight and perspective into one’s investing successes and failures. At this time, the NASDAQ is up about 10%, though it has certainly been a choppy ride back and forth between positive and negative territory.

In this winter edition of the Stock Guide, we’ll review the best performing stocks and industry groups of the year, like Initial Public Offerings (IPOs). IPOs were some of the best performers this year if one was able to navigate the volatility and take profits in a disciplined fashion. If not, many profits disappeared in a matter of weeks. The rapidity of potential losses is why our shop focuses on a post-analysis: to prevent these draw-downs and losses from occurring in the future, thus increasing our long term portfolio returns.

The stock screens in this edition were selected to help guide our 2014 post-analysis. Not only do the screens capture the best performing stocks and industry groups of this year, but they also try to locate emerging winners for next year. Only by studying the top stocks of 2014 can we ensure that we’ll take advantage of the outsized gains of next year’s top stocks.

Best returns,

Your MarketSmith Team

Don’t miss our NEW webinar series stay in step with the Market for insight into current market activity. Register at MarketSmith.com/webinar

Stock Guide Chart Legend

1. 5-Year Earnings Growth Rate Over 20% Per Year

2. Company Name

3. Industry Group Classification

4. Datablock Containing the Following Information:

a. Short Interest Value and Percent Change

b. Options Availability and Exchange

c. 50-Day Ratio of Daily Up Volume to Daily Down Volume

d. Ex-Dividend Date

e. Current Yield

5. Ticker or Trading Symbol

6. Top 5 Stocks in Group

7. Primary Exchange

8. Industry Group Relative Strength Rating

9. Common Shares Outstanding (in Millions)

10. Web Address

11. Active stock (NASDAQ only)

12. Floating Supply (in Millions)


a. 5-Year Earnings Growth Rate

b. Best RS Line & Rating Factor

c. Earnings Per Share Rank (EPS Rank)

d. Current Price/Earnings (P/E) Ratio

e. High and Low Price/Earnings (P/E) Ratios


a. Debt Percentage

b. New CEO in Last 2 Years

c. Timeliness Rating

d. Accumulation/Distribution Rating

e. SMR Rating

15. Average Daily Volume Over Last 50 Trading Days


a. Stock Price Relative to Book Value

b. Inventory Turnover

c. Research and Development % of Total Sales

d. Return on Equity Percentage

e. Cash Flow Per Share From Operations

17. Convertible Issues

18. Warrants Outstanding

19. Closing Price

20. % Off High

21. Datablock Containing the Following Information

a. Mutual Fund Sponsorship

b. Bank Sponsorship

c. Management Ownership

d. Alpha

e. Beta

22. Composite Rating

23. Arithmetic Price Scale

24. Key High and Low Price Points

25. 50-Day Moving Average Price Line

26. 200-Day Moving Average Price Line

27. Relative Strength Rating

28. Relative Strength Compared to S&P 500

29. Article in Major Publication

30. *Indicates 2nd Highest Weekly Volume in Last 12 Months

31. *Indicates Highest Weekly Volume in Last Year or Volume 100% or More Above ADV

32. Volume Scale

33. Earnings % Change

34. Qtrly EPS Compared to EPS Same Qtr Last Year (<> denotes pretax, non-recurring items included)

35. Insider Buying/Selling

36. Qtrly Sales Compared to Sales Same Qtr Last Year

37. 50-Day Average Daily Volume

38. High and Low P/E Ratio for the Quarter

39. Dividend Change

40. Security Announcement

41. Cash Dividend for the Quarter

42. *Indicates Earnings Expected to Report Within 4 Weeks

43. *Indicates Earnings Were Reported in Last 2 Weeks

44. Volume Peaks (in Hundreds)

45. Stock Dividend or Split

46. Daily High, Low, and Closing Prices

47. Line Indicates Beginning of Calendar Quarter

48. Indicator for Canadian Dollars


a. Fiscal Year End

b. Annual Operating Earnings (<> denotes pretax, non-recurring items included)

c. Calendar Year High/Low Prices

d. Earnings Per Share Estimates

e. EPS Estimates % Change

f. Estimate Revision

50. Business Summary

EARNINGS $SALES MIL. $DIVIDEND-PE

17 31AUG

14 28SEP

11 25OCT 9 23

NOV 6 20

DEC 4 18

QTR 1

JAN 10 1 15 29

FEB12 26

MAR12 26

QTR 2

APR 9 23

MAY 7 21

JUN 4 18

QTR 3

JUL 2

XYZ CORP (XYZ) NASDAQ*BLDG-A/C & HEATING PRDS aaon.com

17.1 SHRS / 12.2 FLT / AVG VOL 85,500 $24.13(OH ) -4%

MANUFACTURES HEATING, VENTILATION AND AIR CONDITION EQUIP- MENT FOR THE INDUSTRIAL/CONSTRUCTION/COMMERCIAL MARKETS.

5/10 TO REPURCHASE 5% OF COMMON STOCK OUTSTANDING.

SHORT INT 24.3 DAYS -3%OPTIONS ONUP/DOWN 1.0

CBOE

EX-DIV 6/ 8YIELD 1.5%

GROWTH RATE +31%EARNINGS STAB 13EPS RANK 63PE 16 ( 1.0XS&P)5 YR PE 9- 31

DEBT 0%NEW CEOTIMELINESS B

7/10

ACC/DIST DSMR RATING B

3.50 X BK VALUEINVENTORY TO. 7.5XR&D 13.6%RET ON EQUITY 26%CASH FLOW $2

FUNDS 40%BANKS 8%MGMT 29%ALPHA 0.03BETA 0.98

COMPOSITE RATINGIPO 7/7/07 $ 5.00 (C) (W) 82

EPS DUE 8/10

PRICESCALE

GROUP REL STR 82 RS EPSSmithAO AOS 81 95Watsco WSO 76 82Lennox LII 75 85

EARNINGS HI LO(DEC)$ $04 0.39 14 9

05 0.60 13 906 0.90 19 1107 1.22 23 1608 1.60 23 1209 1.62 22 1410 1.38 EST -15%11 1.62 EST +17%

«

QUARTER ENDED JUN 30, 09 0.43 VS 0.43 0% 68.6 VS 74.8 -8%$ 0.18 13X -- 9X

QUARTER ENDED SEP 30, 09 0.45 VS 0.47 -4% 58.5 VS 79.3 -26% N/A 13X -- 11X

QUARTER ENDED DEC 31, 09 0.36 VS 0.35 +3% 54.2 VS 60.2 -10%$ 0.18 12X -- 11X

QUARTER ENDED MAR 31, 10 0.30 VS 0.39 -23% 49.3 VS 64.0 -23% N/A 14X -- 12X

16

18

20

22

24

400 600 1000

VOLUME(00)

22.32

18.00

20.63

18.49 18.64

22.00

20.72

25.11

21.50

22.41

17704 5376

84

R S LINEVS SP500

CANADIANQTR 4

FORBES06/04/10DIV

INCPSO

2/1

* *

* *

ACTIVE

1 2 3 5 6 8 119 10 13 1514 16 17 18 19 20

21

4 7 12

23

24

25

26

27

28293031

32

33

35 3439 363840 3741

44

42

43

46

47

48

49

50

22

45

Table of ContentsStock Guide Legend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Market Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Conducting a Post Analysis of Your Investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Winter 2014 Screens*

2014’s Best Performers 9

Vasco Data Security Intl . . . . . . . . . . . . . . . . . . . . . . . .VDSI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Triquint Semiconductor . . . . . . . . . . . . . . . . . . . . . . . . .TQNT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

R F Micro Devices Inc. . . . . . . . . . . . . . . . . . . . . . . . . .RFMD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Skyworks Solutions Inc . . . . . . . . . . . . . . . . . . . . . . . . . SWKS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Century Aluminum Co . . . . . . . . . . . . . . . . . . . . . . . . .CENX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Vipshop Holdings Ltd Ads . . . . . . . . . . . . . . . . . . . . . . .VIPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

2014’s Best Performing Industries 13

Southwest Airlines Co . . . . . . . . . . . . . . . . . . . . . . . . . .LUV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Electronic Arts Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . .EA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Allergan Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AGN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Jetblue Airways Corp . . . . . . . . . . . . . . . . . . . . . . . . . . JBLU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Keurig Green Mountain. . . . . . . . . . . . . . . . . . . . . . . . .GMCR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Delta Air Lines Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . .DAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

2014’s Future Earnings Growth 17

Triquint Semiconductor . . . . . . . . . . . . . . . . . . . . . . . . .TQNT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Energy Transfer Eqty LP . . . . . . . . . . . . . . . . . . . . . . . .ETE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Freescale Semiconductor . . . . . . . . . . . . . . . . . . . . . . . . FSL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Sierra Wireless Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SWIR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Store Capital Corp. . . . . . . . . . . . . . . . . . . . . . . . . . . . . STOR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Alcoa Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

2014’s Top IPOs 21

Gopro Inc Cl A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .GPRO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Michaels Companies Inc . . . . . . . . . . . . . . . . . . . . . . . .MIK . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Cyberark Software Ltd . . . . . . . . . . . . . . . . . . . . . . . . .CYBR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Norwegian Cruise Lne Hld . . . . . . . . . . . . . . . . . . . . . .NCLH . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Zoetis Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ZTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

C D W Corp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .CDW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

*All screen results are computer-generated and were run on December 26, 2014.

Winter 2015marketsmith.com

4 Market Charts

S & P 500 INDEXCLOSE 2088.77

1850.84

1897.28

1991.39

2019.26

1737.92

1814.36

1904.78

1820.66

1972.56

50 DAY MOVING AVERAGE


1750

1800

1850

1900

1950

2000

2050

2100

DAILY VOLUME AND 50-DAY AVERAGE DAILY VOLUME LINE

300 M

550 M

900 M

1.5 B

26122814311731952282511271330162184217217241027

DECNOVOCTSEPAUGJULJUNMAYAPRMARFEBJAN 2014

NASDAQ COMPOSITECLOSE 4806.86

4246.56

4371.71

4485.93

4610.57

4810.86

3968.193946.03

4321.89

4116.60

4547.31



3950

4050

4150

4250

4350

4450

4550

4650

4750

4850

DAILY VOLUME AND 50-DAY AVERAGE DAILY VOLUME LINE

750 M

1.1 B

1.7 B

2.5 B

26122814311731952282511271330162184217217241027

DECNOVOCTSEPAUGJULJUNMAYAPRMARFEBJAN 2014

5

How to do a Post AnalysisA post-analysis is a review of your previous year’s stocks with the purpose of improving your investing skills going forward. You review your own personal trades as well as the year’s best performing stocks.

When you review your trades, you want to focus on the biggest winners and the biggest losers. Perhaps there is a common attribute that your losers share that you can identify and mitigate. If you can eliminate a few of your biggest losers, then your performance will be greatly improved going forward. Investing isn’t a sprint; it’s a marathon. Only by continually improving yourself can you achieve long term investing success.

When you review the top stocks of the year, you’ll want to mark up the charts with potential buy and sell signals. Our Summer Stock Guide focused on buy signals: classic breakouts, advanced buying strategies, the importance of the RS Line, IPO bases, and when faulty bases evolve into constructive bases.

MarketSmith Education Tips

Winter 2015 marketsmith.com

Conducting a Post Analysis of Your Investments


6MarketSmith Education Tips

6


7

Our Autumn Stock Guide reviewed the two different sell strategies: offensive and defensive selling. Offensive selling is selling on the way up into strength. Here are a few of the offensive sell signals: climax top, upper channel line break, and sharp pullback and fast recovery to new highs. Defensive selling is selling on the way down into weakness. Here are a few of the defensive selling signals: break below the 50-day moving average on big volume increase and largest one day point loss.

If necessary, go back and review those two stock guides for more in-depth discussion on each of those topics. The following pages will include examples of marked-up charts with buy and sell signals that you can use as models for your post-analysis.

MarketSmith Education Tips


MarketSmith Education Tips8

9

Visit marketsmith.com/learn/stockguide to load the criteria for this and other Stock Guide screens directly into your MarketSmith screener.

All screen results are computer-generated and were run on December 26, 2014. This screen can also be found in the community section of marketsmith.com.

2014’s Best Performers

Identifies stocks with the largest price gains this past year.

History often repeats itself in the stock market. Leading

stocks tend to have some common fundamental and

technical characteristics. Studying those common

characteristics will train you to recognize leading stocks

before they make big moves.

% Chg Company Name (Symbol) Industry Group 12 Months Page

Vasco Data Security Intl VDSI Computer Sftwr-Security 271% 10

Triquint Semiconductor TQNT Elec-Semiconductor Mfg 241% 10

R F Micro Devices Inc RFMD Elec-Semiconductor Mfg 224% 11

Skyworks Solutions Inc SWKS Elec-Semiconductor Mfg 167% 11

Century Aluminum Co CENX Metal Proc & Fabrication 150% 12

Vipshop Holdings Ltd Ads VIPS Retail-Internet 138% 12


10

VASCO DATA SECURITY INTL(VDSI) NASDAQ 39.7 SHRS / 30.5 FLT / AVG VOL938158 $29.20(OH -4%)COMPUTER SFTWR-SECURITY vasco.comDEVELOPS HARDWARE AND SOFTWARE SECURITY SYSTEMS THAT MANAGE AND SECURE ACCESS TO INFORMATION.

12/14 RECEIVED A CONTRACT FROM BANK OF TOKYO-MITSUBISHI UFJ TO PROVIDE SECURE ONLINE BANKING SERVICES.

SHORT INT 2.5 DAYS +10%OPTIONS ON AM/MSUP/DOWN 1.7EX-DIVYIELD

GROWTH RATE +19%EARNINGS STAB 34EPS RANK 95PE 37 (2.2XS&P)5 YR PE 9 - 53

DEBT 0%NEW CEOTIMELINESS AACC/DIST BSMR RATING B

6.65 X BK VALUEINVENTORY TO. 7.0XR&D 13.7%RET ON EQUITY 10%CASH FLOW $0.44


7.898.75

12.3313.15

21.22

30.6030.60

6.477.40

10.30 10.60

14.04

16.39

24.68

99

QTR 4QTR 3

QTR 2

QTR 1

0

10

20

30

PRICE SCALE

99COMPOSITE RATING08$ 0.64 $ 28 609 0.31∆ 10 310 0.28 9 511 0.63 14 412 0.54 10 613 0.40 9 614 0.73EST +82% ↓15 0.89EST +22% ↑

EARNINGS (DEC) HI LOQualys QLYS 98 99PaloAltNts PANW 98 80Identiv INVE 97 40Imperva IMPV 97 2CyberarkSf CYBR 96 84

GROUP REL STR 99 RS EPS

261228143117319522825112713301621842172172410DECNOVOCTSEPAUGJULJUNMAYAPRMARFEBJAN 14


0.12 VS 0.08 +50%43.3 VS 38.8 +11%N/A 22X-- 19X

0.13 VS 0.09 +44%38.8 VS 35.4 +10%N/A 22X-- 18X

0.21 VS 0.07 +200%47.7 VS 37.3 +28%N/A 30X-- 19X

0.32 VS 0.12 +167%52.6 VS 39.2 +34%N/A 34X-- 22X

EPS DUE 2/18 QUARTER ENDED DEC 31,13 QUARTER ENDED MAR 31,14 QUARTER ENDED JUN 30,14 QUARTER ENDED SEP 30,14

R S LINE VS SP500

VOLUME

54K

192K

750K

TRIQUINT SEMICONDUCTOR(TQNT) NASDAQ 177.3 SHRS / 172.0 FLT / AVG VOL3.46MIL $27.95(OH 0%)ELEC-SEMICONDUCTOR MFG triquint.comMANUFACTURES RF, ANALOG AND MIXED SIGNAL ICS AND TRANSISTORS FOR WIRELESS, BROADBAND, BASE STATION AND MILITARY MARKETS.

10/14 EXPECTS Q4 2014 ADJUSTED EARNINGS OF $0.40 TO $0.45 PER DILUTED SHARE ON REVENUES OF $330 MIL TO $340 MIL.

SHORT INT 1.4 DAYS -3%OPTIONS ON AM/MSUP/DOWN 2.2EX-DIVYIELD

GROWTH RATEEARNINGS STABEPS RANK 76PE 55 (3.1XS&P)5 YR PE 5 - 185

DEBT 0%NEW CEOTIMELINESS AACC/DIST BSMR RATING D



13.96

17.06

21.48

7.96

12.54

15.21 15.18 99

QTR 4QTR 3

QTR 2

QTR 1

-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-OPM

5

10

15

20

25

30

PRICE SCALE

94COMPOSITE RATING08$ 0.27∆ $ 7 109 0.25 8 110 0.83 13 511 0.51 15 312 -0.01 7 413 0.09 8 414 0.79EST+778% ↑15 1.14EST +44% ↑

EARNINGS (DEC) HI LOSkywks SWKS 99 98RFMicro RFMD 99 83Spansion CODE 99 30TowerSemi TSEM 97 68MACOM MTSI 97 68




0.16 VS 0.04 +300%267.7 VS 233.6 +15%N/A N/A

-0.06 VS -0.17 N/A177.6 VS 184.2 -4%N/A 170X-- 100X

0.13 VS -0.07#+286%230.8 VS 190.1 +21%N/A 175X-- 69X

0.28 VS 0.16 +75%272.2 VS 250.8 +8%N/A 95X-- 43X


R S LINE VS SP500

VOLUME

900K

3M

10M



11

R F MICRO DEVICES INC(RFMD) NASDAQ 290.7 SHRS / 284.9 FLT / AVG VOL11.24MIL $16.73(OH 0%)ELEC-SEMICONDUCTOR MFG rfmd.comMANUFACTURES RF INTEGRATED CIRCUITS USED IN MOBILE DEVICES, BASE STATIONS, WIRELESS NETWORKS AND METERING DEVICES.

10/14 EXPECTS Q3 FY15 ADJUSTED EARNINGS OF ABOUT $0.33 PER DILUTED SHARE ON REVENUES OF ABOUT $385 MIL.






10.24

12.98

4.50

7.41

9.16 9.15

99

QTR 4QTR 3

QTR 2

QTR 1

-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-OPM-O

0

5

10

15

PRICE SCALE

99COMPOSITE RATING(C)08$ 0.21 $ 5 009 -0.03 5 010 0.48 7 311 0.61 8 412 0.18 5 313 0.18 6 414 0.4515 1.13EST+151% ↑

EARNINGS (MAR) HI LOSkywks SWKS 99 98TriQuint TQNT 99 76Spansion CODE 99 30TowerSemi TSEM 97 68MACOM MTSI 97 68




0.13 VS 0.08 +63%288.5 VS 271.2 +6%N/A 24X-- 14X

0.12 VS 0.06 +100%256.0 VS 280.6 -9%N/A 20X-- 12X

0.24 VS 0.09 +167%316.3 VS 293.0 +8%N/A 22X-- 17X

0.30 VS 0.12 +150%362.7 VS 310.7 +17%N/A 24X-- 17X


R S LINE VS SP500

VOLUME

3M

9M

25M

*SKYWORKS SOLUTIONS INC(SWKS) NASDAQ 190.7 SHRS / 186.8 FLT / AVG VOL3.95MIL $74.49(OH 0%)ELEC-SEMICONDUCTOR MFG skyworksinc.comMANUFACTURES ANALOG/MIXED-SIGNAL ICS, AMPLIFIERS, ATTENUATORS, DETECTORS, DIODES, COUPLERS, MIXERS AND DEMODULATORS

11/14 TO REPURCHASE UP TO $300 MIL WORTH OF COMMON STOCK OUTSTANDING.

SHORT INT 1.8 DAYS +5%OPTIONS ON AM/MSUP/DOWN 1.4EX-DIVYIELD 0.7%


DEBT 0%NEW CEOTIMELINESS AACC/DIST BSMR RATING A



31.80

39.33

49.10

54.50

59.25

27.20

34.30

45.26 44.06 99

QTR 4QTR 3

QTR 2

QTR 1

-O-O-O-O

DIVINC

-O-O-O-O-O-O-O-O-O-O-O-O-O

DIVDCR

-O-O20

30

40

50

60

70

80

PRICE SCALE

99COMPOSITE RATING(C)08$ 0.71 $ 11 309 0.69 14 310 1.26 29 1211 1.89 37 1312 1.90 31 1613 2.20 28 1914 3.2415 4.51EST +39% ↑

EARNINGS (SEP) HI LORFMicro RFMD 99 83TriQuint TQNT 99 76Spansion CODE 99 30TowerSemi TSEM 97 68MACOM MTSI 97 68




0.67 VS 0.55 +22%505.3 VS 453.7 +11%N/A 13X-- 11X

0.62 VS 0.48 +29%481.0 VS 425.2 +13%N/A 17X-- 12X

0.83 VS 0.54 +54%587.0 VS 436.1 +35%$0.11 20X-- 15X

1.12 VS 0.64 +75%718.2 VS 477.0 +51%$0.11 21X-- 17X

EPS DUE*1/16 QUARTER ENDED DEC 31,13 QUARTER ENDED MAR 31,14 QUARTER ENDED JUN 30,14 QUARTER ENDED SEP 30,14

R S LINE VS SP500

VOLUME

1.2M

3M

7M



12

CENTURY ALUMINUM CO(CENX) NASDAQ 88.9 SHRS / 50.7 FLT / AVG VOL1.34MIL $25.02(OH -21%)METAL PROC & FABRICATION centuryaluminum.comPRODUCES VALUE-ADDED AND STANDARD GRADE PRIMARY ALUMINUM PRODUCTS USED IN THE ALUMINUM, WIRE AND CABLE MARKETS.

12/14 UNIT ACQUIRED MT. HOLLY ALUMINUM SMELTER LOCATED IN BERKELEY COUNTY FROM ALCOA.



DEBT 25%NEW CEOTIMELINESS CACC/DIST BSMR RATING D

2.24 X BK VALUEINVENTORY TO. 7.3XR&D N/ARET ON EQUITY N/ACASH FLOW $-0.05


12.58

14.80

29.54 29.60

31.7531.75

11.9413.21

20.7921.65

98

QTR 4QTR 3

QTR 2

QTR 1

0

10

20

30

PRICE SCALE

80COMPOSITE RATING(C)08$ 4.60 $ 80 409 -3.12∆ 16 110 0.34∆ 18 811 -0.12∆ 20 712 -0.45∆ 11 513 -0.45∆ 10 614 1.10EST ↑15 2.84EST+158% ↑

EARNINGS (DEC) HI LOHandyHarm HNH 99 94OmegaFlx OFLX 98 92AlmnmChina ACH 91 6MuellerInd MLI 83 92Insteel IIIN 79 98




-0.11∆ VS -0.08 N/A401.2 VS 317.7 +26%N/A N/A

-0.23∆ VS 0.09∆ N/A420.9 VS 321.3 +31%N/A N/A

0.21 VS -0.33∆#+164%458.3 VS 331.9 +38%N/A N/A

0.52 VS -0.11∆#+573%500.6 VS 399.9 +25%N/A N/A


R S LINE VS SP500

VOLUME

350K

700K

1.4M


VIPSHOP HOLDINGS LTD ADS(VIPS) NYSE 558.3 SHRS / 234.5 FLT / AVG VOL8.08MIL $19.96(OH -19%)RETAIL-INTERNET vipshop.comCHINESE ONLINE DISCOUNT RETAILER OFFERING BRANDED APPAREL AT DISCOUNT PRICES AND LIMITED QUANTITIES VIA VIPSHOP.COM.

3/14 EXPECTS Q1 2014 REVENUES OF $640 MIL TO $650 MIL.

SHORT INT 2.6 DAYS +2%OPTIONS ONUP/DOWN 1.1EX-DIVYIELD


DEBT 0%NEW CEOTIMELINESS CACC/DIST DSMR RATING A

51.88 X BK VALUEINVENTORY TO. 8.2XR&D N/ARET ON EQUITY 40%CASH FLOW $0.13


18.20

22.95

24.80

12.3013.03

16.95

20.59

19.02

95

QTR 4QTR 3

QTR 2

QTR 1

10/1

SO

PSO

5

10

15

20

25

PRICE SCALE

87COMPOSITE RATING(C)$6.50IPO 3/23/1208$09 $10 -0.0211 -0.0612 0.00 1 013 0.11 9 114 0.30EST+173% ↑15 0.52EST +73% ↓

EARNINGS (DEC) HI LOTucows A TCX 97 52Stamps STMP 95 83UtdOnln UNTD 93 8Mercadolib MELI 92 87Overstk OSTK 92 6




0.05 VS 0.02 +150%651.0 VS 299.6 +117%N/A 133X-- 78X

0.06 VS 0.02 +200%701.9 VS 310.7 +126%N/A 152X-- 89X

0.07 VS 0.02 +250%829.5 VS 351.3 +136%N/A 135X-- 91X

0.08 VS 0.03 +167%882.6 VS 383.7 +130%N/A 139X-- 90X


R S LINE VS SP500 VOLUME

3M

9M

25M

13



2014’s Best Performing Industries

Finds stocks with the largest price gains in the top ten performing industry groups.

Identifying the most successful industry groups from last

year will give you insight into what themes are currently

performing and creating demand among buyers. Review the

characteristics of these stocks and their particular industry

groups and be better prepared to identify the leadership in

the coming year.

% Chg Company Name (Symbol) Industry Group 12 Months Page

Southwest Airlines Co LUV Transportation-Airline 121% 14

Electronic Arts Inc EA Computer Sftwr-Gaming 104% 14

Allergan Inc AGN Medical-Ethical Drugs 93% 15

Jetblue Airways Corp JBLU Transportation-Airline 83% 15

Keurig Green Mountain GMCR Wholesale-Food 81% 16

Delta Air Lines Inc DAL Transportation-Airline 74% 16


14

*SOUTHWEST AIRLINES CO(LUV) NYSE 678.7 SHRS / 672.0 FLT / AVG VOL9.47MIL $41.91(OH -2%)TRANSPORTATION-AIRLINE southwest.comPROVIDES PREDOMINANTLY POINT-TO-POINT, HIGH-FREQUENCY SHORTHAUL DOMESTIC AIRLINE SERVICE TO 96 CITIES IN 41 STATES

5/14 TO REPURCHASE $1 BIL WORTH OF COMMON STOCK OUTSTANDING.

SHORT INT 1.3 DAYS -20%OPTIONS ON AM/MSUP/DOWN 1.9EX-DIV 12/9YIELD 0.6%


DEBT 30%NEW CEOTIMELINESS AACC/DIST CSMR RATING C



22.10

24.45

27.70

35.49

42.94

22.35

25.8627.42

28.40

98

QTR 4QTR 3

QTR 2

QTR 1

-O-O

FORTUNE 10/9/14

-O-O-O

DIVINC

-O-O10

20

30

40

PRICE SCALE

97COMPOSITE RATING(C)08$ 0.40 $ 16 709 0.19 11 410 0.74 14 1011 0.43 13 712 0.56 10 713 1.12 19 1014 1.97EST +76% ↑15 2.81EST +43% ↑

EARNINGS (DEC) HI LOHawHldgs HA 99 49Jetblue JBLU 98 91Virgin Ame VA 98 67UntdContnt UAL 97 94ChinaEAir CEA 97 16




0.33 VS 0.09 +267%4428 VS 4173 +6%$0.04 25X-- 19X

0.18 VS 0.07 +157%4166 VS 4083 +2%$0.04 25X-- 18X

0.70 VS 0.38 +84%5011 VS 4643 +8%$0.06 23X-- 19X

0.55 VS 0.34 +62%4800 VS 4545 +6%$0.06 24X-- 18X


R S LINE VS SP500

VOLUME

1.9M

4.5M

9.5M

*ELECTRONIC ARTS INC(EA ) NASDAQ 310.9 SHRS / 304.7 FLT / AVG VOL4.18MIL $48.33(OH 0%)COMPUTER SFTWR-GAMING ea.comDEVELOPS VIDEO GAME SOFTWARE AND CONTENT FOR PLAY ON VIDEO GAME CONSOLES, PCS, HANDHELD PLATFORMS AND MOBILE PHONES.

10/14 EXPECTS FY15 ADJUSTED EARNINGS OF ABOUT $2.05 PER DILUTED SHARE ON REVENUES OF ABOUT $4.375 BIL.



DEBT 24%NEW CEO 9/13TIMELINESS AACC/DIST ASMR RATING A



30.56

35.6537.26

38.64 38.39

21.25

26.64

33.0131.77

98

QTR 4QTR 3

QTR 2

QTR 1

-O-O-O-O-O-O-O-O-O10

20

30

40

50

PRICE SCALE

99COMPOSITE RATING(C)08$ 1.06 $ 58 1409 -0.30 23 1410 0.44 20 1411 0.70 26 1412 0.85 21 1013 0.84 28 1314 1.6915 2.10EST +24% ↑

EARNINGS (MAR) HI LOTakeTwoIS TTWO 95 28NetEase NTES 93 82iDreamSky DSKY 67 77King Digit KING 54 27ActivsnBlz ATVI 48 81




1.26 VS 0.57 +121%808.0 VS 922.0 -12%N/A 31X-- 19X

0.48 VS 0.55 -13%1123 VS 1209 -7%N/A 23X-- 14X

0.19 VS -0.40#+148%1214 VS 949.0 +28%N/A 22X-- 15X

0.73 VS 0.33 +121%990.0 VS 695.0 +42%N/A 23X-- 15X


R S LINE VS SP500

VOLUME

1.2M

3M

8M



15

ALLERGAN INC(AGN) NYSE 297.9 SHRS / 291.9 FLT / AVG VOL3.08MIL $211.95(OH -1%)MEDICAL-ETHICAL DRUGS allergan.comDEVELOPS BRANDED PRESCRIPTION AND OTC DRUGS FOR OPHTHALMIC, NEUROLOGICAL AND DERMATOLOGICAL DISORDERS.

11/14 TO BE ACQUIRED BY ACTAVIS, FOR $129.22 IN CASH AND 0.3683 ITS SHARES FOR EACH SHARE OF COMPANY'S COMMON STOCK.

SHORT INT .9 DAYS -4%OPTIONS ON AM/MSUP/DOWN 1.9EX-DIV 11/18YIELD 0.1%





123.83

132.04

170.05 172.48 174.49 174.32

192.98

214.66

110.62115.94

156.03163.01

151.11

167.48

204.80

97

QTR 4QTR 3

QTR 2

QTR 1

-OPM-O

80

100

120

140

160

180

200

220

PRICE SCALE

98COMPOSITE RATING(C)08$ 2.57 $ 70 2809 2.78 64 3510 3.16 74 5511 3.65 89 6812 4.04 97 8113 4.77 116 8114 6.30EST +32% ↑15 8.56EST +36% ↑

EARNINGS (DEC) HI LOPhibro Ani PAHC 98 46AuxiliumPh AUXL 95 45Zoetis ZTS 94 90AratanaThe PETX 91 3AbbVie ABBV 88 53




1.35 VS 1.12 +21%1684 VS 1472 +14%$0.05 24X-- 19X

1.18 VS 0.98 +20%1646 VS 1459 +13%$0.05 28X-- 23X

1.51 VS 1.22 +24%1864 VS 1597 +17%$0.05 36X-- 24X

1.78 VS 1.23 +45%1817 VS 1558 +17%$0.05 35X-- 29X


R S LINE VS SP500

VOLUME

800K

2.5M

8M

*JETBLUE AIRWAYS CORP(JBLU) NASDAQ 291.8 SHRS / 239.3 FLT / AVG VOL9.32MIL $15.68(OH 0%)TRANSPORTATION-AIRLINE jetblue.comPROVIDES POINT-TO-POINT PASSENGER AIRLINE SERVICE TO 82 CITIES IN 25 STATES, PUERTO RICO, VIRGIN ISLANDS

9/14 NAMED PRES ROBIN HAYES TO THE ADDL POST OF CEO, EFFECTIVE 2/16/2015, REPLACING DAVID BARGER WHO WILL RESIGN.



DEBT 99%NEW CEOTIMELINESS BACC/DIST BSMR RATING C

2.13 X BK VALUEINVENTORY TO.129.5XR&D N/ARET ON EQUITY 8%CASH FLOW $1.6


9.459.21 9.20

11.12

12.83

15.79

8.29

7.61

10.1710.50

9.38

98

QTR 4QTR 3

QTR 2

QTR 1

-O-O-O-O-O6

8

10

12

14

PRICE SCALE

97COMPOSITE RATING(W)(C)08$ -0.37∆ $ 7 309 0.21 7 210 0.31 7 411 0.29 7 312 0.40 6 413 0.52 9 514 0.68EST +31% ↓15 1.25EST +84% ↑

EARNINGS (DEC) HI LOHawHldgs HA 99 49Southwest LUV 98 97Virgin Ame VA 98 67UntdContnt UAL 97 94ChinaEAir CEA 97 16




0.14 VS 0.01 +13001365 VS 1194 +14%N/A 25X-- 19X

0.02 VS 0.05 -60%1349 VS 1299 +4%N/A 25X-- 16X

0.19 VS 0.11 +73%1493 VS 1335 +12%N/A 23X-- 16X

0.24 VS 0.21 +14%1529 VS 1442 +6%N/A 24X-- 18X


R S LINE VS SP500

VOLUME

1.6M

4M

9M



16

*KEURIG GREEN MOUNTAIN(GMCR) NASDAQ 162.1 SHRS / 134.5 FLT / AVG VOL1.71MIL $137.43(OH -13%)WHOLESALE-FOOD gmcr.comDISTRIBUTES COFFEES AND TEAS, SINGLE CUP BREWERS AND SINGLE CUP PORTION PACKS TO SUPERMARKETS, FOOD STORES AND OTHERS.

12/14 TO ACQUIRE MDS GLOBAL HOLDING, A MANUFACTURE OF HOT AND COLD BEVERAGES, FOR ABOUT $220 MIL (€178 MIL) IN CASH.

SHORT INT 3.3 DAYS -3%OPTIONS ON AM/MSUP/DOWN 0.9EX-DIVYIELD 0.8%


DEBT 7%NEW CEOTIMELINESS CACC/DIST DSMR RATING A



124.42 123.62128.50

136.91

158.87

74.44

103.64

90.08

112.77

127.51 129.36

92

QTR 4QTR 3

QTR 2

QTR 1

+O

-O-O

DIVINC

-O-O-O+O

-O+O+O+O-O60

70

80

90

100

110

120

130

140

150

160

PRICE SCALE

87COMPOSITE RATING08$ 0.19∆ $ 9 509 0.36 27 710 0.77 38 2111 1.64 115 3212 2.40 71 1713 3.39 89 3814 3.9315 4.21EST +7% ↓

EARNINGS (SEP) HI LOCoreMrk CORE 97 42FarmerBrs FARM 92 72UnitdNatFd UNFI 84 78Sysco SYY 72 48AmconDist DIT 38 49




0.96 VS 0.76 +26%1386 VS 1339 +4%N/A 24X-- 18X

1.08 VS 0.93 +16%1103 VS 1004 +10%$0.25 35X-- 22X

0.99 VS 0.82 +21%1022 VS 967.1 +6%$0.25 34X-- 24X

0.90 VS 0.89 +1%1195 VS 1047 +14%$0.25 35X-- 29X


R S LINE VS SP500

VOLUME

800K

2.5M

8M

*DELTA AIR LINES INC(DAL) NYSE 836.9 SHRS / 828.6 FLT / AVG VOL14.08MIL $48.39(OH -2%)TRANSPORTATION-AIRLINE delta.comPROVIDES INTERNATIONAL AND DOMESTIC PASSENGER AND CARGO TRANSPORTATION SERVICES IN THE U.S. AND ABROAD.

6/14 PLANS TO RESTRUCTURE OPERATIONS BY ALIGNING WITH AIRLINE'S GLOBAL SALES AND AIRPORT OPERATIONS.

SHORT INT 1.1 DAYS +2%OPTIONS ON AM/MSUP/DOWN 2.1EX-DIV 11/5YIELD 0.8%


DEBT 84%NEW CEOTIMELINESS BACC/DIST BSMR RATING B



32.92

35.85 36.52

42.66

39.7540.97

49.62

29.1230.54

34.77 34.59

30.12 96

QTR 4QTR 3

QTR 2

QTR 1

-O-O

FORTUNE 9/18/14

-O-O-O-O

DIVINC

-O-O+O-O+O

-O

FORTUNE 3/17/14

20

30

40

50

PRICE SCALE

93COMPOSITE RATING08$ -0.90 $ 18 409 -1.29 12 310 1.71 14 911 1.41 13 612 1.83 12 713 3.15 29 1114 3.29EST +4% ↑15 4.54EST +38% ↑

EARNINGS (DEC) HI LOHawHldgs HA 99 49Southwest LUV 98 97Jetblue JBLU 98 91Virgin Ame VA 98 67UntdContnt UAL 97 94




0.65 VS 0.28 +132%9076 VS 8602 +6%$0.06 11X-- 9X

0.33 VS 0.10 +230%8916 VS 8500 +5%$0.06 12X-- 9X

1.04 VS 0.98 +6%10621 VS 9707 +9%$0.06 13X-- 10X

1.20 VS 1.41 -15%11178 VS 10490 +7%$0.09 12X-- 10X



6M

13M


17



2014’s Future Earnings Growth

Discover stocks with strong earnings and the promise of continued growth.

If a company’s future looks promising, it can attract

institutional investors, improving the likelihood the stock

price will increase. To gauge the status of a company’s

future, their consensus earnings estimates should always

be positive and the stronger the estimates the better. Keep

in mind estimates are only opinions, while actual reported

earnings are facts.

EPS Est Company Name (Symbol) Industry Group Cur Yr % Page

Triquint Semiconductor TQNT Elec-Semiconductor Mfg 778 18

Energy Transfer Eqty LP ETE Oil&Gas-Transprt/Pipelne 397 18

Freescale Semiconductor FSL Elec-Semiconductor Mfg 227 19

Sierra Wireless Inc SWIR Computer-Networking 165 19

Store Capital Corp STOR Finance-Property REIT 165 20

Alcoa Inc AA Mining-Metal Ores 161 20


18

TRIQUINT SEMICONDUCTOR(TQNT) NASDAQ 177.3 SHRS / 172.0 FLT / AVG VOL3.46MIL $27.95(OH 0%)ELEC-SEMICONDUCTOR MFG triquint.comMANUFACTURES RF, ANALOG AND MIXED SIGNAL ICS AND TRANSISTORS FOR WIRELESS, BROADBAND, BASE STATION AND MILITARY MARKETS.

10/14 EXPECTS Q4 2014 ADJUSTED EARNINGS OF $0.40 TO $0.45 PER DILUTED SHARE ON REVENUES OF $330 MIL TO $340 MIL.



DEBT 0%NEW CEOTIMELINESS AACC/DIST BSMR RATING D



13.96

17.06

21.48

7.96

12.54

15.21 15.18 99

QTR 4QTR 3

QTR 2

QTR 1

-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-OPM

5

10

15

20

25

30

PRICE SCALE

94COMPOSITE RATING08$ 0.27∆ $ 7 109 0.25 8 110 0.83 13 511 0.51 15 312 -0.01 7 413 0.09 8 414 0.79EST+778% ↑15 1.14EST +44% ↑

EARNINGS (DEC) HI LOSkywks SWKS 99 98RFMicro RFMD 99 83Spansion CODE 99 30TowerSemi TSEM 97 68MACOM MTSI 97 68




0.16 VS 0.04 +300%267.7 VS 233.6 +15%N/A N/A

-0.06 VS -0.17 N/A177.6 VS 184.2 -4%N/A 170X-- 100X

0.13 VS -0.07#+286%230.8 VS 190.1 +21%N/A 175X-- 69X

0.28 VS 0.16 +75%272.2 VS 250.8 +8%N/A 95X-- 43X


R S LINE VS SP500

VOLUME

900K

3M

10M

ENERGY TRANSFER EQTY LP(ETE) NYSE 538.8 SHRS / 414.8 FLT / AVG VOL2.84MIL $56.92(OH -14%)OIL&GAS-TRANSPRT/PIPELNE energytransfer.comMLP OWNING 100% GENERAL PARTNER INTEREST IN ENERGY TRANSFER PARTNER AND REGENCY ENERGY PARTNERS.

9/14 Q3 2014 INCLUDES A $16 MIL NET GAIN RELATED TO SALE OF AMERIGAS UNITS AND EXTINGUISHMENTS OF DEBT.


GROWTH RATE -4%EARNINGS STAB 46EPS RANK 70PE 90 (5.4XS&P)5 YR PE 15 - 158

DEBT 2093%NEW CEOTIMELINESS CACC/DIST ESMR RATING C



43.10

49.02

60.58 60.22

63.53 62.94

66.21

39.27

46.06

53.17

45.8847.14

72

QTR 4QTR 3

QTR 2

QTR 1

DIVINC+O+O+O

DIVINC

30

40

50

60

PRICE SCALE

49COMPOSITE RATING(C)$21.00IPO 2/03/0608$ 0.84∆ $ 17 609 0.99 15 710 0.43∆ 20 1311 0.71∆ 23 1512 1.14∆ 24 1713 0.29∆ 42 2214 1.44EST+397% ↓15 2.18EST +51% ↑

EARNINGS (DEC) HI LODominionMi DM 96 18TCPipeline TCP 94 49MPLX MPLX 91 66TeekTnk n TNK 91 60Phillips 6 PSXP 88 99




-0.31∆ VS 0.14 N/A12607 VS 11313 +11%$0.34 56X-- 44X

0.30∆ VS 0.14 +114%13080 VS 11179 +17%$0.35 154X-- 51X

0.29∆ VS 0.22∆ +32%14143 VS 12063 +17%$0.36 158X-- 100X

0.35∆ VS 0.26∆ +35%14987 VS 12486 +20%$0.38 128X-- 99X



600K

1.4M

4M



19

FREESCALE SEMICONDUCTOR(FSL) NYSE 304.0 SHRS / 100.3 FLT / AVG VOL2.60MIL $25.85(OH 0%)ELEC-SEMICONDUCTOR MFG freescale.comMANUFACTURES MICROCONTROLLERS AND DIGITAL SIGNAL PROCESSORS FOR AUTOMOTIVE, NETWORKING, INDUSTRIAL AND CONSUMER MARKETS.

12/14 ACQUIRED ZENVERGE, A FABLESS SEMICONDUCTOR CO/DEVELOPER OF ADVANCED HD CONTENT PROCESSING ICS, TERMS UNDISCLOSED.

SHORT INT 7.3 DAYS +0%OPTIONS ON AM/NYUP/DOWN 1.8EX-DIVYIELD


DEBTNEW CEOTIMELINESS AACC/DIST BSMR RATING

-1.70 X BK VALUEINVENTORY TO. 5.5XR&D 18.0%RET ON EQUITY N/ACASH FLOW $1.29


26.00 25.90

24.63 24.49

22.63

21.26

14.71

21.7020.81

18.86

15.29 92

QTR 4QTR 3

QTR 2

QTR 1

-O-O-O-O-O-O-O-O-O-OPO

PPO

10

15

20

25

30

PRICE SCALE

88COMPOSITE RATING$18.00IPO 5/26/1108$ -32.22∆ $09 3.04∆10 -0.1011 0.96 20 912 -0.08 17 713 0.45 17 1014 1.47EST+227% ↑15 1.78EST +21% ↑

EARNINGS (DEC) HI LOSkywks SWKS 99 98RFMicro RFMD 99 83TriQuint TQNT 99 76Spansion CODE 99 30TowerSemi TSEM 97 68




0.19 VS -0.15#+227%1082 VS 957.0 +13%N/A 151X-- 127X

0.28 VS -0.03#+10331127 VS 981.0 +15%N/A 151X-- 34X

0.38 VS 0.09 +322%1191 VS 1038 +15%N/A 58X-- 27X

0.49 VS 0.20 +145%1213 VS 1085 +12%N/A 32X-- 18X


R S LINE VS SP500

VOLUME

400K

1.5M

5.5M

SIERRA WIRELESS INC(SWIR) NASDAQ 31.7 SHRS / 31.0 FLT / AVG VOL882754 $47.89(OH -2%)COMPUTER-NETWORKING sierrawireless.comCANADIAN DESIGNER OF WIRELESS AND EMBEDDED MODULES, GATEWAYS AND ROUTERS

12/14 TO ACQUIRE WIRELESS MAINGATE AB, A SWEDEN-BASED PROVIDER OF M2M CONNECTIVITY/DATA MGMT SVCS, FOR $90 MIL IN CASH.

SHORT INT 3 DAYS -4%OPTIONS ON AM/MSUP/DOWN 2.7EX-DIVYIELD


DEBT 0%NEW CEOTIMELINESS BACC/DIST ASMR RATING C



26.6524.84 24.21

21.31

30.55

18.1416.98

18.50

22.65

99

QTR 4QTR 3

QTR 2

QTR 1

10

20

30

40

50

PRICE SCALE

99COMPOSITE RATING08$ 1.43 $ 21 409 0.43 10 210 0.64 15 611 -0.59 16 612 -0.01 9 613 0.23 24 714 0.61EST+165% ↑15 1.11EST +82% ↑

EARNINGS (DEC) HI LOZayo Group ZAYO 98 2Radware RDWR 92 94West Corp WSTC 92 85Qlogic QLGC 90 53Brocade BRCD 88 68




0.10 VS 0.15 -33%118.6 VS 109.4 +8%N/A 102X-- 57X

0.02 VS -0.02#+200%121.2 VS 101.4 +19%N/A 113X-- 71X

0.08 VS 0.03 +167%135.0 VS 109.6 +23%N/A 110X-- 65X

0.24 VS 0.11 +118%143.3 VS 112.3 +28%N/A 99X-- 60X



300K

800K

1.9M



20

STORE CAPITAL CORP(STOR) NYSE 110.9 SHRS / 27.7 FLT / AVG VOL0 $21.80(OH -2%)FINANCE-PROPERTY REIT storecapital.comREIT THAT OWNS 850 SINGLE-TENANT COMMERCIAL REAL ESTATE PROPERTIES IN 46 STATES OPERATED UNDER LONG-TERM NET LEASESSHORT INT .2 DAYS+220%OPTIONS ONUP/DOWN 3.4EX-DIVYIELD 2.1%

GROWTH RATEEARNINGS STABEPS RANK 76PE 66 (3.8XS&P)5 YR PE

DEBT 128%NEW CEOTIMELINESS BACC/DISTSMR RATING A

3.04 X BK VALUEINVENTORY TO.R&D N/ARET ON EQUITY 4%CASH FLOW $0.53

FUNDSBANKS 0%MGMT 0%ALPHA N/ABETA N/A

86

QTR 4QTR 3

QTR 2

QTR 1

DIVDCR

IPO$18.50

19

20

21

22

23

PRICE SCALE

89COMPOSITE RATING$18.50IPO 11/18/1408$091011 -0.02 $12 0.0713 0.2014 0.53EST+165% ↑15 0.56EST +6% ↑

EARNINGS (DEC) HI LOChspkeLdge CHSP 95 97ChathamLdg CLDT 95 77Amreit AMRE 95 45Aviv Reit AVIV 95 43WinthropRl FUR 95 26




0.06 VS 0.02 +200%33.4 VS 10.2 +229%N/A N/A

0.09 VS 0.05 +80%45.1 VS 25.2 +79%N/A N/A

0.09 VS 0.05 +80%45.1 VS 25.2 +79%N/A N/A

0.09 VS 0.05 +80%45.1 VS 25.2 +79%N/A N/A


R S LINE VS SP500

VOLUME

92K

400K

1.6M

ALCOA INC(AA ) NYSE 1,178.8 SHRS / 1,167.0 FLT / AVG VOL16.95MIL $15.82(OH -10%)MINING-METAL ORES alcoa.comWORLDWIDE MINER OF BAUXITE AND PRODUCER OF ALUMINA AND PRIMARY AND FABRICATED ALUMINUM.

12/14 TO ACQUIRE TITAL, SUPPLIES TITANIUM AND ALUMINUM STRUCTURAL CASTINGS FOR AEROSPACE FIELD, FOR UNDISCLOSED TERMS.


GROWTH RATE -9%EARNINGS STAB 60EPS RANK 77PE 26 (1.5XS&P)5 YR PE 9 - 58

DEBT 72%NEW CEOTIMELINESS BACC/DIST DSMR RATING E



12.32

13.95

17.22 17.3617.75

9.82

10.83

13.02

15.60

13.71

14.41

82

QTR 4QTR 3

QTR 2

QTR 1

FORTUNE 11/13/14

+O

-O-O-O-O-O8

10

12

14

16

18

PRICE SCALE

51COMPOSITE RATING(C)08$ 1.15∆ $ 44 609 -0.74∆ 16 410 0.53∆ 17 911 0.72 18 812 0.24 10 713 0.33 10 714 0.84EST+155% ↑15 1.05EST +25% ↑

EARNINGS (DEC) HI LOStillwtrM SWC 48 41SthrnCoppr SCCO 40 44Mesabi MSB 32 67HorsehdH n ZINC 28 2RioTinto RIO 22 70




0.04 VS 0.06 -33%5585 VS 5898 -5%$0.03 31X-- 23X

0.09 VS 0.11 -18%5454 VS 5833 -6%$0.03 39X-- 29X

0.18 VS 0.07 +157%5836 VS 5849 0%$0.03 49X-- 37X

0.31 VS 0.11 +182%6239 VS 5765 +8%$0.03 49X-- 35X


R S LINE VS SP500

VOLUME

7M

17M

50M


21



2014’s Top IPOs

Identifies the top performing IPOs of the past year.

IPOs were some of the best performers this year if one

was able to navigate their volatility and take profits in a

disciplined fashion. If not, many profits disappeared in a

matter of weeks. The rapidity of potential losses is why we

focus on post-analysis: to prevent these draw-downs and

losses from occurring in the future, thus increasing our long

term portfolio returns.

Company Name (Symbol) Industry Group RS Rating Page

Gopro Inc Cl A GPRO Consumer Prod-Electronic 96 22

Michaels Companies Inc MIK Retail-Specialty 96 22

Cyberark Software Ltd CYBR Computer Sftwr-Security 96 23

Norwegian Cruise Lne Hld NCLH Leisure-Services 96 23

Zoetis Inc ZTS Medical-Ethical Drugs 94 24

C D W Corp CDW Computer-Tech Services 93 24


22

*GOPRO INC CL A(GPRO) NASDAQ 36.7 SHRS / 26.8 FLT / AVG VOL8.27MIL $69.23(OH -29%)CONSUMER PROD-ELECTRONIC gopro.comMANUFACTURES MOUNTABLE AND WEARABLE CAMERAS AND ACCESSORIES FOR THE SELF-CAPTURE AND SHARING OF CONTENTSHORT INT 1.5 DAYS +48%OPTIONS ONUP/DOWN 1.0EX-DIVYIELD


DEBT 74%NEW CEOTIMELINESS BACC/DIST BSMR RATING A



48.40

98.47

87.50

37.24

64.14

98

QTR 4QTR 3

QTR 2

QTR 1

-O-OPOPSO-O

IPO$24.00

10

20

30

40

50

60

70

80

90

100

110

120

PRICE SCALE

99COMPOSITE RATING$24.00IPO 6/26/1408$091011 0.20 $12 0.2613 0.5414 1.02EST +89% ↑15 1.25EST +23% ↑

EARNINGS (DEC) HI LOUnivElec UEIC 97 89Sony SNE 89 25Plantronic PLT 82 81HarmanInd HAR 69 96Garmin GRMN 54 65




0.36 VS 0.10 +260%361.5 VS 234.0 +54%N/A N/A

0.12 VS 0.20 -40%235.7 VS 255.1 -8%N/A N/A

0.10 VS -0.03#+433%244.6 VS 177.1 +38%N/A 90X-- 62X

0.12 VS 0.01 +1100280.0 VS 192.2 +46%N/A 163X-- 63X


R S LINE VS SP500

VOLUME

1.8M

5M

13M

*MICHAELS COMPANIES INC(MIK) NASDAQ 204.3 SHRS / 200.2 FLT / AVG VOL515336 $24.53(OH -2%)RETAIL-SPECIALTY michaels.comOPERATES 1,145 MICHAELS AND 118 AARON BROTHERS STORES OFFERING FRAMING, ARTS AND CRAFTS PRODUCTS IN 49 STATES AND CANADA

11/14 RAISED FY15 ADJUSTED EARNINGS GUIDANCE TO $1.42 TO $1.44 PER DILUTED SHARE REVENUES GROWTH OF 3.0% TO 3.3%.



DEBTNEW CEOTIMELINESS AACC/DIST BSMR RATING

-1.83 X BK VALUEINVENTORY TO. 5.2XR&D N/ARET ON EQUITY N/ACASH FLOW $1.79


18.25

14.51

16.64 16.72

96

QTR 4QTR 3

QTR 2

QTR 1

+O

IPO$17.00

10

15

20

25

PRICE SCALE

92COMPOSITE RATING$17.00IPO 6/27/1408$0910 0.50 $11 0.5012 0.7613 0.9614 1.2615 1.45EST +15% ↓

EARNINGS (JAN) HI LOUlta Beaut ULTA 90 97Ptsmrt PETM 87 88RitchieBro RBA 84 52Regis RGS 79 19SallyBeaut SBH 77 69




0.64 VS 0.51 +25%1555 VS 1524 +2%N/A N/A

0.26 VS 0.25 +4%1052 VS 993.0 +6%N/A N/A

0.14 VS 0.10 +40%948.0 VS 904.0 +5%N/A 14X-- 12X

0.31 VS 0.27 +15%1130 VS 1118 +1%N/A 15X-- 12X

EPS DUE 5/28 QUARTER ENDED JAN 31,14 QUARTER ENDED APR 30,14 QUARTER ENDED JUL 31,14 QUARTER ENDED OCT 31,14

R S LINE VS SP500

VOLUME

126K

650K

2.8M

2014’s Top IPOs


23

CYBERARK SOFTWARE LTD(CYBR) NASDAQ 30.5 SHRS / 7.9 FLT / AVG VOL1.55MIL $41.83(OH -11%)COMPUTER SFTWR-SECURITY cyberark.comISRAELI PROVIDER OF NETWORK SECURITY SOFTWARE FOCUSED ON PROTECTING PRIVILEGED ACCOUNTS FOR COMMERCIAL ENTERPRISES.

11/14 EXPECTS 2014 ADJUSTED EARNINGS OF $0.33 TO $0.35 PER SHARE ON REVENUES OF $92.7 MIL TO $93.7 MIL.

SHORT INT .6 DAYS +90%OPTIONS ONUP/DOWN 1.4EX-DIVYIELD


DEBT 0%NEW CEOTIMELINESS AACC/DIST ASMR RATING A

27.65 X BK VALUEINVENTORY TO.R&D 15.7%RET ON EQUITY 20%CASH FLOW $29.4

FUNDS 2%BANKS 0%MGMT 64%ALPHA N/ABETA N/A

47.01

26.66

36.00

96

QTR 4QTR 3

QTR 2

QTR 1

IPO$16.00

10

20

30

40

50

PRICE SCALE

99COMPOSITE RATING$16.00IPO 9/24/1408$091011 0.19 $12 0.2713 0.2814 0.35EST +25% ↑15 0.06EST -83% ↓

EARNINGS (DEC) HI LOVscoData VDSI 99 95Qualys QLYS 98 99PaloAltNts PANW 98 80Identiv INVE 97 40Imperva IMPV 97 2




0.07 VS 0.09 -22%20.1 VS 15.6 +29%N/A N/A

0.01 VS 0.01 0%17.4 VS 12.7 +37%N/A N/A

0.08 VS 0.09 -11%21.3 VS 16.5 +29%N/A N/A

0.19 VS 0.11 +73%28.0 VS 16.9 +66%N/A 133X-- 82X


R S LINE VS SP500

VOLUME

500K

1.6M

5.5M

*NORWEGIAN CRUISE LNE HLD(NCLH) NASDAQ 203.3 SHRS / 144.3 FLT / AVG VOL1.24MIL $47.48(OH 0%)LEISURE-SERVICES ncl.comOPERATES A CRUISE LINE SERVICING NORTH AMERICA, EUROPE, CENTRAL AND SOUTH AMERICA AND THE CARIBBEAN.

11/14 ACQUIRED PRESTIGE CRUISES, A HLDG CO OF OCEANIA CRUISES/REGENT SEVEN SEAS CRUISES, FOR $3.025 BIL IN CASH/STOCK.






37.30

33.66 34.18

38.05

31.65 31.61

29.08

31.04 31.41 31.3830.44

96

QTR 4QTR 3

QTR 2

QTR 1

-O-O-O-O-OSO

PSO

25

30

35

40

45

50

PRICE SCALE

98COMPOSITE RATING$19.00IPO 1/18/1308$ -1.04 $09 0.3310 0.1111 0.6212 0.8413 1.41 35 2414 2.29EST +62% ↓15 2.67EST +17% ↑

EARNINGS (DEC) HI LORoyalCarib RCL 96 94MarriottVa VAC 93 63AvisBudget CAR 92 96MadisSqGrd MSG 90 81SpeedwyMtr TRK 90 29




0.19 VS 0.03 +533%600.4 VS 503.2 +19%N/A 33X-- 25X

0.23 VS 0.07 +229%664.0 VS 527.6 +26%N/A 30X-- 22X

0.58 VS 0.29 +100%765.9 VS 644.4 +19%N/A 24X-- 20X

1.10 VS 0.86 +28%907.0 VS 797.9 +14%N/A 21X-- 17X


R S LINE VS SP500

VOLUME

200K

700K

2M

2014’s Top IPOs


24

*ZOETIS INC(ZTS) NYSE 501.3 SHRS / 496.3 FLT / AVG VOL5.11MIL $44.20(OH -2%)MEDICAL-ETHICAL DRUGS zoetis.comDEVELOPS ANIMAL HEALTH MEDICINES AND VACCINES WITH A FOCUS ON LIVESTOCK AND COMPANION ANIMALS.

11/14 TO REPURCHASE $500 MIL WORTH OF COMMON STOCK OUTSTANDING.

SHORT INT .9 DAYS -16%OPTIONS ONUP/DOWN 1.3EX-DIV 1/20YIELD 0.8%


DEBT 387%NEW CEOTIMELINESS BACC/DIST BSMR RATING A



31.30 31.39

33.05

37.97

45.2445.24

28.7728.14

32.02 31.67

34.16

40.83

94

QTR 4QTR 3

QTR 2

QTR 1

DIVINC

25

30

35

40

45

PRICE SCALE

95COMPOSITE RATING$26.00IPO 2/01/1308$ $09 -0.1910 0.2111 0.4812 1.0813 1.42 35 2814 1.54EST +8% ↑15 1.69EST +10% ↑

EARNINGS (DEC) HI LOPhibro Ani PAHC 98 46Allergn AGN 97 93AuxiliumPh AUXL 95 45AratanaThe PETX 91 3AbbVie ABBV 88 53




0.36 VS 0.11 +227%1254 VS 1176 +7%$0.07 30X-- 27X

0.38 VS 0.35 +9%1097 VS 1090 +1%$0.07 28X-- 20X

0.38 VS 0.36 +6%1158 VS 1114 +4%$0.07 23X-- 20X

0.41 VS 0.34 +21%1210 VS 1103 +10%$0.07 26X-- 22X



900K

2.5M

7.5M

*C D W CORP(CDW) NASDAQ 172.2 SHRS / 68.9 FLT / AVG VOL1.00MIL $35.92(OH 0%)COMPUTER-TECH SERVICES cdw.comPROVIDES INFORMATION TECHNOLOGY HARDWARE AND SOFTWARE PRODUCTS TO CUSTOMERS IN THE U.S. AND CANADA.

11/14 TO OFFER $575 MIL OF 5.50% SENIOR NOTES DUE 2024.

SHORT INT 1.5 DAYS -53%OPTIONS ONUP/DOWN 2.0EX-DIV 11/21YIELD 0.8%





25.58

26.96

29.36

30.42

32.62

33.80

35.56

22.72

26.70

30.27

27.59

32.57

93

QTR 4QTR 3

QTR 2

QTR 1

-OPSO

SODIVINC

-OSO

PSO

-O-OSO

PSO

-OSO

PSO

20

25

30

35

PRICE SCALE

98COMPOSITE RATING(C)$17.00IPO 6/27/1308$0910 -0.17 $11 0.1012 1.4413 1.83 24 1714 2.32EST +27% ↑15 2.63EST +13% ↑

EARNINGS (DEC) HI LOSapient SAPE 98 68CDK Global CDK 94 87ePlus PLUS 93 95EpamSyst EPAM 92 97TylerTech TYL 92 97




0.54 VS 0.38 +42%2713 VS 2601 +4%$0.04 15X-- 12X

0.47 VS 0.33 +42%2652 VS 2411 +10%$0.04 15X-- 13X

0.67 VS 0.46 +46%3106 VS 2779 +12%$0.04 16X-- 14X

0.64 VS 0.50 +28%3266 VS 2864 +14%$0.04 17X-- 14X



168K

500K

1.5M

2014’s Top IPOs

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