stock guide summer 2015 - marketsmithstock guide summer 2015 the nasdaq continued its steady uptrend...

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Quarterly Stock GuideSummer 2015

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Stock GuideSummer 2015

The Nasdaq continued its steady uptrend into all-time record highs during the second quarter, currently up over 8% year-to-date. Most leading stocks continue to act well and are hitting new highs along with the general market. With the market in a confirmed uptrend, investors should be looking for breakouts in companies with strong fundamentals and technicals.

This Summer Stock Guide focuses on the process of building conviction in a stock by understanding the fundamental story. The fundamental story identifies the real market leadership, rather than those stocks that follow the general upward movement of the market. Building conviction could mean the difference between holding onto a stock for its longer run and selling too early.

The screens in this Summer Stock Guide were created to locate stocks that have rare growth potential, supported by revenue and earnings growth. These stocks will also need to possess a combination of technical and fundamental strength, a key characteristic of potential model book stocks.

Best returns,

Your MarketSmith Team

Don’t miss our webinar series Stay in Step With the Market for insight into current market activity 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

Building Conviction with Steve Birch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Summer 2015 Screens*

Annual Earnings/Sales Growth 9

Qorvo Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .QRVO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Skechers U S A Inc Cl A . . . . . . . . . . . . . . . . . . . . . . . . . SKX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Mobileye N.V. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MBLY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Blackstone Group LP . . . . . . . . . . . . . . . . . . . . . . . . . . .BX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Aspen Technology Inc . . . . . . . . . . . . . . . . . . . . . . . . . .AZPN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Meritage Homes Corp . . . . . . . . . . . . . . . . . . . . . . . . . .MTH . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Quarterly Earnings/Sales 13

Cyberark Software Ltd . . . . . . . . . . . . . . . . . . . . . . . . .CYBR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Intrexon Corporation . . . . . . . . . . . . . . . . . . . . . . . . . .XON . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Mellanox Technologies . . . . . . . . . . . . . . . . . . . . . . . . .MLNX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Infinera Corp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . INFN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Gray Television . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .GTN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Paycom Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PAYC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Dynamic/Stable Earnings 17

Ambarella Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AMBA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Arista Networks Inc . . . . . . . . . . . . . . . . . . . . . . . . . . .ANET . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Palo Alto Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . . PANW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Facebook Inc Cl A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Alexion Pharmaceuticals . . . . . . . . . . . . . . . . . . . . . . . .ALXN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Autohome Inc Cl A Ads . . . . . . . . . . . . . . . . . . . . . . . . .ATHM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

*All screen results are computer-generated and were run on June 26, 2015.

Summer 2015marketsmith.com

4 Market Charts

S & P 500 INDEXCLOSE 2101.49

1991.39

2019.26

2093.55

2119.592125.92

2134.72

1904.78

1820.66

1972.561980.90

2039.69

2067.93 2072.14

50 DAY MOVING AVERAGE


1830

1880

1930

1980

2030

2080

2130

2180

DAILY VOLUME AND 50-DAY AVERAGE DAILY VOLUME LINE

300 M

600 M

950 M

1.5 B

2612291511732062062392612281431173195228251127

JUNMAYAPRMARFEBJAN 2015DECNOVOCTSEPAUGJUL

NASDAQ COMPOSITECLOSE 5080.50

4485.93

4610.57

4810.86 4814.95

5042.14

5119.83

4321.89

4116.60

4547.31 4563.10

4825.93

4888.17

4974.61



4150

4250

4350

4450

4550

4650

4750

4850

4950

5050

5150

DAILY VOLUME AND 50-DAY AVERAGE DAILY VOLUME LINE

750 M

1.1 B

1.7 B

2.5 B

2612291511732062062392612281431173195228251127

JUNMAYAPRMARFEBJAN 2015DECNOVOCTSEPAUGJUL

5

To learn more about building conviction, we interviewed Steven Birch, president of William O’Neil + Company and a portfolio manager for the O’Neil Companies. Birch joined William O’Neil + Co., Inc. in 1995 as a data research analyst and quickly became one of the company’s top-performing portfolio managers. Later he became a national speaker, joining William J. O’Neil at investing workshops across the country. Since his appointment as president in 2009, Birch has personally driven the company’s product development with his investing expertise and innovative ideas. Here’s his take on building conviction:

Why is the fundamental story so important?The fundamental story is the only way to build your conviction in a company. It helps you understand the reason for the earnings and sales growth, which is the key to investing. It’s not just the earnings and sales numbers on the chart, but the story behind the numbers. The underlying fundamentals show you the likelihood of the continuation of the earnings and sales growth. You’re going to evaluate how quickly the business is growing along with their margins and the quality of the management team. You need to determine if management has the capability to grow the business over the next three to five years and the potential upside of the product/service.

What factors help you determine if a company has model-book stock potential?A stock has to have a combination of technical and fundamental strength. For example, four quarters of top line (revenue) growth is very hard to achieve. You need to try and understand why the market seems so excited about the business. Very few stocks have multi-year advances, so you need to consider where management intends to take the company in the future and how it is going to achieve this goal.

There are three necessary conditions to a high quality stock: fundamentals, technicals, and the general market. All of these factors influence my conviction. You’re looking for a company with strong fundamental operating momentum, an identifiable base with a strong breakout, and an uptrending market. Typically, most investors ignore the general market, which is the most important determinant of current stock prices. In a great market, you’ll make a lot of money in a short period of time provided you’re concentrated in the best merchandise.

Building Conviction with Steve Birch

MarketSmith Education Tips

Summer 2015 marketsmith.com


How do you remain patient and wait for the stock’s move to develop?The art is distinguishing when the stock is acting normal and to give it room and when it is acting out of character and should be sold/reduced. The price is paramount and you need to respect what the price is doing. If the price drifts lower and falls 8% below the buypoint, then that’s an automatic sell signal. You can’t fall in the love with the fundamental story and become stubborn. You need to be flexible and, in the end, you have to protect your assets. If the stock turns around, then you get back into it. Typically, I’ll try and wait at least 3 or 4 weeks from my original purchase before reevaluating. It depends on my level of conviction and my understanding of the fundamentals. You should be constantly evaluating, “Why did I buy this? Why do I still own this?”

What percent of your account are you hoping to establish in a stock?Normally, I start with 10 stocks. I’m always focusing on the lead horses, so at the end of a run, I may end up with two or three highly concentrated positions. However, I’m not buying them all at once. First, I have to have low cost basis stock. Secondly, I am adding to these positions from secondary buypoints, like tight areas or subsequent bases. Lastly, I’m always monitoring my positions for sell signals should they start to lag versus the general market.

You start with 10 stocks because you should acknowledge that you may have your money on the wrong horse and spreading your initial money around mitigates some of that risk. Now that you’ve done the work, you need to be patient and flexible. You want the absolute best, but you can trade yourself out of position.

What are some indicators that a stock’s move may be coming to an end?Event disconnect is an obvious candidate, which typically occurs on earnings releases. Essentially, earnings are expected to be at one figure, but are actually at a lower level. The company disappoints investors and the stock gaps down. A more subtle sign is when the stock is no longer participating in the general market rally. There doesn’t appear to be as much interest in the name and the RS line starts to lag. If you combine that with a break of the 50 day moving average line and living below the 50 day moving average line for too long, then there has been a subtle change of character. While this doesn’t mean that the stock has ultimately topped, something new needs to come out to reinvigorate investors’ interests in the company.

MarketSmith Education Tips6


7MarketSmith Education Tips

The selling side is very technical. Your cost basis will tend to influence your decisions. If you have a core position with a low cost basis, then you can afford to be patient and let the stock develop. If you don’t have a profit cushion, then you need to protect your equity.

What’s a good screen to help find potential big winners?Recently, I have been focusing on companies with high three-year earnings and sales growth rates along with lower earnings stability rankings (<30). The Growth 250 is a good idea list, and now you should narrow it down to stocks that you’re comfortable with, like Retail, while potentially ignoring others. I look at fundamentals more than most and we come up with 1000s of stock ideas using screens. It’s about forming a process for yourself to find the merchandise you want to recruit for your portfolio. I’ll focus on a specific industry that I know and disregard the distractions. Don’t feel bad about missing out on a stock that you knew nothing about. You don’t have to be an expert, but you just need to know enough to understand the underlying fundamentals. You want a routine that is consistent and repeatable and you should always be on the prowl for a great stock; it could turn out to be a future model book stock.


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 June 26, 2015. This screen can also be found in the community section of marketsmith.com.

Annual Earnings/Sales Growth

Leading stocks should have both strong earnings and revenue growth.

These candidates are growing their earnings organically, as

opposed to through cost cutting methods, like layoffs. This

screen identifies stocks that have significant top and bottom

line growth over the last three years. Stocks will be trading

near 52-week highs.

EPS % Company Name (Symbol) Industry Group Growth 3 year Page

Qorvo Inc (QRVO) Elec-Semiconductor Mfg 362 10

Skechers U S A Inc Cl A (SKX) Apparel-Shoes & Rel Mfg 215 10

Mobileye N.V. (MBLY) Auto/Truck-Original Eqp 194 11

Blackstone Group LP (BX) Finance-Investment Mgmt 192 11

Aspen Technology Inc (AZPN) Computer Sftwr-Enterprse 159 12

Meritage Homes Corp (MTH) Bldg-Resident/Comml 132 12


10

*QORVO INC(QRVO) NASDAQ 148.5 SHRS / 145.5 FLT / AVG VOL2.94MIL $80.41(OH -8%)ELEC-SEMICONDUCTOR MFG qorvo.comMANUFACTURES RF INTEGRATED CIRCUITS USED IN MOBILE DEVICES, BASE STATIONS, WIRELESS NETWORKS AND METERING DEVICES.

7/15 EXPECTS Q2 FY16 EARNINGS OF $1.05 TO $1.15 PER DILUTED SHARE ON REVENUES OF ABOUT $690 MIL TO $710 MIL.

SHORT INT .9 DAYS +5%OPTIONS ONUP/DOWN 0.4EX-DIVYIELD

GROWTH RATE +65%EARNINGS STAB 99EPS RANK 98PE 11 (0.7XS&P)5 YR PE 13 - 498

DEBT 0%NEW CEOTIMELINESS CACC/DIST ESMR RATING A

11.88 X BK VALUEINVENTORY TO. 8.0XR&D 17.2%RET ON EQUITY 13%CASH FLOW N/A


51.92

78.05

85.63 86.75

36.60

63.1765.44

77.60

29

QTR 2QTR 1

QTR 4

QTR 3

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

1/4

-O-O-O-O-O-O-O-O-O-O30

40

50

60

70

80

90

PRICE SCALE

51COMPOSITE RATING(C)09$ -0.03 $ 23 210 0.48 31 1411 0.61 33 1912 0.18 22 1313 0.18 24 1714 1.79 68 1815 4.6916 4.52EST -4% ↓

EARNINGS (MAR) HI LOSkywks SWKS 97 99Freescale FSL 96 76MACOM MTSI 95 93IXYS IXYS 94 79TowerSemi TSEM 91 73

GROUP REL STR 12 RS EPS

26122915117320620623926122814311731952282511JUNMAYAPRMARFEBJAN 15DECNOVOCTSEPAUG


1.21 VS 0.48 +152%362.7 VS 310.7 +17%N/A 24X-- 17X

1.46 VS 0.51 +186%397.1 VS 288.5 +38%N/A 22X-- 14X

1.11 VS 0.48 +131%634.9 VS 256.0 +148%N/A 23X-- 15X

1.09 VS 0.97 +12%673.6 VS 316.3 +113%N/A 19X-- 14X

*EPS DUE 10/29 QUARTER ENDED SEP 30,14 QUARTER ENDED DEC 31,14 QUARTER ENDED MAR 31,15 QUARTER ENDED JUN 30,15

R S LINE VS SP500 VOLUME

1M

3M

8.5M

SKECHERS U S A INC CL A(SKX) NYSE 42.7 SHRS / 32.9 FLT / AVG VOL1.17MIL $111.49(OH -2%)APPAREL-SHOES & REL MFG skechers.comMARKETS MEN'S, WOMEN'S AND CHILDREN'S CASUAL, DRESS AND ATHLETIC FOOTWEAR VIA DEPARTMENT/SPECIALTY STORES

2/15 EXPECTS Q1 2015 EARNINGS OF $0.95 TO $1.05 PER SHARE ON REVENUES OF $690 MIL TO $710 MIL.

SHORT INT 2.1 DAYS -10%OPTIONS ON AM/MSUP/DOWN 0.9EX-DIVYIELD

GROWTH RATEEARNINGS STABEPS RANK 75PE 32 (2.1XS&P)5 YR PE 6 - 121

DEBT 1%NEW CEOTIMELINESS BACC/DIST DSMR RATING A

6.80 X BK VALUEINVENTORY TO. 5.9XR&D N/ARET ON EQUITY 14%CASH FLOW $3.83


64.6962.34

70.25

47.76

53.89

64.8999

QTR 2QTR 1

QTR 4

QTR 3

-O-O-O-O-O-O-O-O-O30

40

50

60

70

80

90

100

110

120

PRICE SCALE

98COMPOSITE RATING09$ 1.16 $ 30 510 2.78 44 1911 -1.49∆ 23 1112 0.19 22 1113 1.19∆ 34 1714 2.84 64 2615 4.97EST +75% ↓16 6.42EST +29% ↓

EARNINGS (DEC) HI LOSteveMaden SHOO 90 44Rocky RCKY 89 88Crocs CROX 87 18Nike B NKE 86 89Weyco WEYS 68 84




1.08 VS 0.53∆ +104%674.3 VS 515.8 +31%N/A 31X-- 23X

0.48 VS 0.28∆ +71%569.7 VS 450.7 +26%N/A 26X-- 19X

1.10 VS 0.61 +80%768.0 VS 546.5 +41%N/A 26X-- 21X

1.55 VS 0.68 +128%800.5 VS 587.1 +36%N/A 34X-- 22X


R S LINE VS SP500

VOLUME

400K

900K

2M



11

MOBILEYE N.V.(MBLY) NYSE 215.2 SHRS / 92.5 FLT / AVG VOL3.17MIL $53.70(OH -10%)AUTO/TRUCK-ORIGINAL EQP mobileye.comISRAEL-BASED DEVELOPER OF SOFTWARE AND RELATED TECHNOLOGIES FOR CAMERA-BASED ADVANCED DRIVER ASSISTANCE SYSTEMS.SHORT INT 4.7 DAYS -11%OPTIONS ONUP/DOWN 1.1EX-DIVYIELD


DEBT 0%NEW CEOTIMELINESS AACC/DIST CSMR RATING A

29.61 X BK VALUEINVENTORY TO. 9.9XR&D 25.7%RET ON EQUITY 17%CASH FLOW $0.23


58.6160.28

52.80

48.78

42.51

39.25

32.41

40.01

44.64

96

QTR 2QTR 1

QTR 4

QTR 3

SOPSO

20

30

40

50

60

70

PRICE SCALE

94COMPOSITE RATING$25.00IPO 8/01/1409$1011 -0.06 $12 -0.0113 0.1614 0.22 60 3115 0.45EST+105% ↑16 0.75EST +67% ↑

EARNINGS (DEC) HI LOGentherm THRM 93 93DelphiAuto DLPH 89 45LearCorp LEA 85 66Metaldyne MPG 82 72Wabco WBC 80 79




0.05 VS 0.04 +25%34.7 VS 20.4 +70%N/A 255X-- 148X

0.06 VS 0.08 -25%39.7 VS 31.4 +26%N/A 262X-- 164X

0.08 VS 0.06 +33%45.6 VS 35.7 +28%N/A 205X-- 145X

0.10 VS 0.05 +100%52.8 VS 33.7 +57%N/A 232X-- 182X



600K

2M

7.5M

*BLACKSTONE GROUP LP(BX ) NYSE 548.3 SHRS / 542.8 FLT / AVG VOL4.20MIL $41.50(OH -6%)FINANCE-INVESTMENT MGMT blackstone.comPROVIDES GLOBAL ALTERNATIVE ASSET MANAGEMENT AND FINANCIAL ADVISORY SERVICES

8/15 TO ACQUIRE A MAJORITY STAKE IN STEARNS HOLDINGS, A NATIONAL MORTGAGE LENDER.

SHORT INT 2.3 DAYS -6%OPTIONS ON AM/MSUP/DOWN 0.5EX-DIV 7/23YIELD 8.8%


DEBT 0%NEW CEOTIMELINESS CACC/DIST ESMR RATING B

2.52 X BK VALUEINVENTORY TO.R&D N/ARET ON EQUITY 24%CASH FLOW $3.16


36.08

34.70

39.62

44.43

31.3932.12

26.56

32.13

37.28

40.51

39

QTR 2QTR 1

QTR 4

QTR 3

-O-O-O-O-O25

30

35

40

45

PRICE SCALE

50COMPOSITE RATING(C)$31.00IPO 6/22/0709$ 0.32 $ 17 310 1.21 15 811 -0.35∆ 19 1012 0.41∆ 17 1113 1.98∆ 31 1514 2.58∆ 36 2615 3.57EST +38% ↑16 3.77EST +6% ↓

EARNINGS (DEC) HI LONoah Hlgs NOAH 97 88WisdmtrInv WETF 97 53DiamHill DHIL 95 96MmaCapMg MMAC 94 22SEIInvst SEIC 93 84




0.41∆ VS 0.29∆ +41%1679 VS 1216 +38%$0.55 16X-- 12X

0.89∆ VS 1.04∆ -14%2020 VS 2709 -25%$0.44 13X-- 10X

1.00∆ VS 0.44∆ +127%2512 VS 1526 +65%$0.78 15X-- 12X

0.21∆ VS 0.85∆ -75%1225 VS 2257 -46%$0.89 16X-- 13X


R S LINE VS SP500

VOLUME

1.2M

3M

7M



12

*ASPEN TECHNOLOGY INC(AZPN) NASDAQ 85.4 SHRS / 84.5 FLT / AVG VOL714778 $46.12(OH -3%)COMPUTER SFTWR-ENTERPRSE aspentech.comDEVELOPS ENGINEERING, PLANT OPERATIONS, AND SUPPLY CHAIN MANAGEMENT SOFTWARE APPLICATIONS FOR THE PROCESS INDUSTRIES.

4/15 MARK P. SULLIVAN TO RESIGN AS CFO, EFFECTIVE SEPTEMBER 30, 2015.

SHORT INT 7.6 DAYS +2%OPTIONS ONUP/DOWN 0.5EX-DIVYIELD


DEBT 0%NEW CEO 10/13TIMELINESS CACC/DIST DSMR RATING A

37.99 X BK VALUEINVENTORY TO.R&D 17.5%RET ON EQUITY 742%CASH FLOW $1.59

FUNDS 59%BANKS 0%MGMT 1%ALPHA -0.01BETA 1.09

47.20

40.3739.16

37.42

40.33

45.11

40.83

31.57 32.06 31.63

35.90

57

QTR 2QTR 1

QTR 4

QTR 3


30

35

40

45

50

PRICE SCALE

86COMPOSITE RATING09$ 0.57∆ $ 10 510 -1.01∆ 13 811 -0.45 18 1212 -0.06 27 1513 0.58 42 2614 1.05 48 3115 1.60EST +10% ↑16 1.76EST +10% ↑

EARNINGS (JUN) HI LOPaycm Sftw PAYC 98 99Ebix EBIX 98 78ManhAsc MANH 96 97DealerTrac TRAK 96 79Paylocity PCTY 96 52




0.35 VS 0.19 +84%107.1 VS 87.6 +22%N/A 49X-- 35X

0.36 VS 0.27 +33%107.8 VS 98.8 +9%N/A 37X-- 26X

0.37 VS 0.28 +32%111.3 VS 103.6 +7%N/A 31X-- 25X

0.39 VS 0.31 +26%114.2 VS 101.5 +12%N/A 34X-- 27X


R S LINE VS SP500

VOLUME

250K

750K

*MERITAGE HOMES CORP(MTH) NYSE 39.7 SHRS / 37.3 FLT / AVG VOL548482 $48.54(OH -2%)BLDG-RESIDENT/COMML meritagehomes.comBUILDS SINGLE-FAMILY DETACHED HOMES FOR FIRST AND SECOND-TIME MOVE UP BUYERS IN SOUTHERN, WESTERN AND EASTERN REGIONS

5/15 TO OFFER $200 MIL OF SENIOR UNSECURED NOTES DUE 2025.

SHORT INT 9.9 DAYS +0%OPTIONS ON AM/MSUP/DOWN 0.9EX-DIVYIELD


DEBT 82%NEW CEOTIMELINESS CACC/DIST DSMR RATING B

1.45 X BK VALUEINVENTORY TO. 1.3XR&D N/ARET ON EQUITY 15%CASH FLOW $3.93


43.2442.44

38.93

41.08

38.35

49.90

46.02

37.41

33.1132.40

31.69

41.41 41.74

68

QTR 2QTR 1

QTR 4

QTR 3

-O-O-O-O-O-O30

35

40

45

50

PRICE SCALE

80COMPOSITE RATING09$ -4.99∆ $ 24 810 0.22∆ 25 1511 -0.65∆ 27 1312 1.21∆ 42 2313 3.25∆ 52 3614 3.46 50 3215 3.64EST +5% ↓16 4.27EST +17% ↑

EARNINGS (DEC) HI LOWCI Comun WCIC 89 72NewHm NWHM 88 84LennarB LENB 86 97LGI Homes LGIH 86 89LennarA LEN 83 97




0.79 VS 0.99 -20%556.8 VS 493.8 +13%N/A 12X-- 10X

1.19 VS 1.19 0%698.9 VS 536.2 +30%N/A 12X-- 9X

0.40 VS 0.62 -35%518.7 VS 408.4 +27%N/A 14X-- 9X

0.70 VS 0.85 -18%597.8 VS 505.6 +18%N/A 15X-- 13X


R S LINE VS SP500

VOLUME

186K

450K

900K


13



Quarterly Earnings/Sales

Quarterly earnings and sales provide insight into the company’s current fundamental situation.

This screen focuses on stocks that have significant earnings

and sales growth in the most recent quarter. In addition,

these stocks are showing technical strength. Potential

model book stocks always have a combination of strong

fundamentals and technicals.

EPS % Chg Company Name (Symbol) Industry Group Last Qtr Page

Cyberark Software Ltd (CYBR) Computer Sftwr-Security 1500 14

Intrexon Corporation (XON) Medical-Biomed/Biotech 525 14

Mellanox Technologies (MLNX) Elec-Semicondctor Fablss 445 15

Infinera Corp (INFN) Telecom-Fiber Optics 433 15

Gray Television (GTN) Media-Diversified 400 16

Paycom Software (PAYC) Computer Sftwr-Enterprse 300 16


14

*CYBERARK SOFTWARE LTD(CYBR) NASDAQ 31.7 SHRS / 19.6 FLT / AVG VOL2.38MIL $65.78(OH -13%)COMPUTER SFTWR-SECURITY cyberark.comISRAELI PROVIDER OF NETWORK SECURITY SOFTWARE FOCUSED ON PROTECTING PRIVILEGED ACCOUNTS FOR COMMERCIAL ENTERPRISES.

8/15 EXPECTS 2015 NON-GAAP EARNINGS OF $0.62 TO $0.65 PER SHARE ON REVENUES OF $145 MIL TO $147 MIL.



DEBT 0%NEW CEOTIMELINESS CACC/DIST DSMR RATING A



47.0143.49

70.48 69.00

26.66

36.0033.00

47.51

59.42

87

QTR 2QTR 1

QTR 4

QTR 3

POPPOSOPSO

IPO$16.00

10

20

30

40

50

60

70

80

90

PRICE SCALE

92COMPOSITE RATING$16.00IPO 9/24/1409$1011 0.19 $12 0.2713 0.2814 0.49 47 2215 0.64EST +31% ↑16 0.80EST +25% ↑

EARNINGS (DEC) HI LOImperva IMPV 99 29CheetahMb CMCM 98 82Digimrc DMRC 98 2PaloAltNts PANW 97 99VscoData VDSI 97 97




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

0.21 VS 0.07 +200%36.3 VS 20.1 +81%N/A 139X-- 94X

0.16 VS 0.01 +150032.9 VS 17.4 +89%N/A 144X-- 84X

0.19 VS 0.08 +138%36.4 VS 21.3 +70%N/A 141X-- 93X


R S LINE VS SP500

VOLUME

400K

1.5M

5.5M

INTREXON CORPORATION(XON) NYSE 115.3 SHRS / 46.1 FLT / AVG VOL1.17MIL $48.28(OH -6%)MEDICAL-BIOMED/BIOTECH dna.comDEVELOPS DNA GENE PROGRAMS USING ITS SUITE OF PROPRIETARY AND COMPLEMENTARY TECHNOLOGIES FOR A VARIETY OF END MARKETS

8/15 IN PACT WITH UNIT OF DOMINION RESOURCES TO COMMERCIALIZE BIOLOGICAL CONVERSION OF NATURAL GAS TO ISOBUTANOL.

SHORT INT 6.9 DAYS -24%OPTIONS ONUP/DOWN 0.9EX-DIVYIELD 0.4%

GROWTH RATEEARNINGS STABEPS RANK 77PE5 YR PE 1313 - 2662

DEBT 2%NEW CEOTIMELINESS CACC/DIST CSMR RATING D

12.75 X BK VALUEINVENTORY TO. 5.6XR&D 82.0%RET ON EQUITY N/ACASH FLOW $-0.59


26.6228.78

40.49

50.98

45.96

17.3516.13

38.3337.30

97

QTR 2QTR 1

QTR 4

QTR 3

PO

PPO

10

20

30

40

50

PRICE SCALE

81COMPOSITE RATING$16.00IPO 8/08/1309$1011 -0.88 $12 -0.8513 -0.41 31 1714 -0.83∆ 38 1315 -0.20EST ↓16 -0.43EST ↓

EARNINGS (DEC) HI LOHalozyme HALO 99 48AssemblyBi ASMB 99 44SorrentThe SRNE 99 42Retrophin RTRX 99 41Cempra CEMP 99 35




-0.53∆ VS 0.16 N/A21.2 VS 6.0 +251%N/A 2662X-- 2126X

0.18 VS -0.13#+238%31.1 VS 7.1 +335%N/A N/A

0.25 VS 0.04∆ +525%33.9 VS 7.9 +331%N/A N/A

-0.37 VS -0.53∆ N/A44.9 VS 11.8 +281%$0.16 N/A



250K

650K

1.7M



15

MELLANOX TECHNOLOGIES(MLNX) NASDAQ 45.9 SHRS / 38.6 FLT / AVG VOL546462 $48.34(OH -8%)ELEC-SEMICONDCTOR FABLSS mellanox.comISRAELI DESIGNER OF ADAPTER, GATEWAY AND SWITCH ICS FOR SERVERS, TELECOM INFRASTRUCTURE EQUIPMENT, AND STORAGE SYSTEMS

8/15 RCVD A CONTRACT FROM KTH ROYAL INSTITUTE OF TECHNOLOGY TO PROVIDE END-TO-END EDR 100GB/S INFINIBAND SOLUTIONS.

SHORT INT 4.1 DAYS +5%OPTIONS ON AM/NYUP/DOWN 0.7EX-DIVYIELD


DEBT 0%NEW CEOTIMELINESS CACC/DIST DSMR RATING B


FUNDS 31%BANKS 1%MGMT 7%ALPHA N/ABETA 1.02

44.40

46.9647.85

48.83 48.92

50.4451.23

33.33

39.21

40.86 41.00

42.91

44.28

37

QTR 2QTR 1

QTR 4

QTR 3


35

40

45

50

55

PRICE SCALE

68COMPOSITE RATING$17.00IPO 2/08/0709$ 0.81 $ 19 610 0.99 27 1411 1.16 37 2312 3.60 120 3013 0.94 65 3214 1.17 46 3015 2.73EST+133% ↑16 2.79EST +2% ↑

EARNINGS (DEC) HI LOAmbarella AMBA 99 99Vimicro VIMC 99 62Inphi IPHI 97 78SiliconMot SIMO 96 95AvgoTc AVGO 95 98




0.28 VS 0.28 0%120.7 VS 104.1 +16%N/A 60X-- 37X

0.59 VS 0.21 +181%141.1 VS 105.6 +34%N/A 63X-- 52X

0.60 VS 0.11 +445%146.7 VS 99.0 +48%N/A 63X-- 38X

0.75 VS 0.15 +400%163.2 VS 102.8 +59%N/A 43X-- 28X


R S LINE VS SP500

VOLUME

122K

450K

1.4M

INFINERA CORP(INFN) NASDAQ 129.6 SHRS / 124.4 FLT / AVG VOL1.81MIL $21.24(OH -7%)TELECOM-FIBER OPTICS infinera.comMANUFACTURES PHOTONIC INTEGRATED CIRCUITS USED IN FIBER OPTIC NETWORKS FOR TELECOM, CABLE TV AND INTERNET PROVIDERS.

8/15 TO ACQUIRE TRANSMODE.



DEBT 24%NEW CEOTIMELINESS AACC/DIST BSMR RATING B



9.68

11.84

14.9815.74

18.04

20.93

8.329.15

13.28 13.00

17.58

97

QTR 2QTR 1

QTR 4

QTR 3

-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O5

10

15

20

PRICE SCALE

98COMPOSITE RATING(W)$13.00IPO 6/07/0709$ -0.48∆ $ 10 510 0.21 12 511 -0.29 11 512 -0.39 8 413 0.03 12 514 0.39 15 615 0.71EST +82% ↑16 0.95EST +34% ↑

EARNINGS (DEC) HI LOAppliedOpt AAOI 93 28Ciena CIEN 91 50AlliFibOp AFOP 89 58Clearfield CLFD 80 36LumosNtwks LMOS 55 22




0.11 VS 0.10 +10%173.6 VS 142.0 +22%N/A 88X-- 38X

0.13 VS -0.01#+1400186.3 VS 139.1 +34%N/A 66X-- 40X

0.16 VS 0.03 +433%186.9 VS 142.8 +31%N/A 62X-- 36X

0.18 VS 0.11 +64%207.4 VS 165.4 +25%N/A 54X-- 34X


R S LINE VS SP500

VOLUME

500K

1.6M

5.5M



16

*GRAY TELEVISION INC(GTN) NYSE 66.1 SHRS / 64.1 FLT / AVG VOL720080 $15.82(OH -5%)MEDIA-DIVERSIFIED gray.tvOWNS AND OPERATES TELEVISION STATIONS IN 44 TELEVISION MARKETS BROADCASTING 140 PROGRAMMING STREAMS.

8/15 EXPECTS Q3 2015 REVENUES OF $142 MIL TO $145 MIL.

SHORT INT 2 DAYS +45%OPTIONS ONUP/DOWN 0.9EX-DIVYIELD


DEBT 572%NEW CEOTIMELINESS CACC/DIST DSMR RATING A

3.64 X BK VALUEINVENTORY TO.R&D N/ARET ON EQUITY 25%CASH FLOW $1.82


13.94

10.73

11.73

14.80

16.6716.67

7.16

9.17

13.18

15.02

46

QTR 2QTR 1

QTR 4

QTR 3

PO

PPO

-O6

8

10

12

14

16

PRICE SCALE

72COMPOSITE RATING09$ -0.83∆ $ 3 010 0.16∆ 4 111 0.03∆ 2 112 0.42∆ 2 113 0.32∆ 15 214 0.82∆ 15 715 0.58EST -29% ↑16 1.60EST+176% ↑

EARNINGS (DEC) HI LOStarz A STRZA 96 64Starz B STRZB 95 64Graham B GHC 91 49WrldWrstln WWE 90 67WaltDisney DIS 88 89




0.24 VS 0.12 +100%131.7 VS 88.3 +49%N/A 47X-- 30X

0.53 VS 0.09∆ +489%177.9 VS 95.6 +86%N/A 37X-- 23X

0.10 VS 0.02∆ +400%133.3 VS 91.3 +46%N/A 30X-- 13X

0.17 VS 0.03∆ +467%143.5 VS 107.3 +34%N/A 19X-- 15X


R S LINE VS SP500

VOLUME

158K

500K

1.4M

*PAYCOM SOFTWARE INC(PAYC) NYSE 58.4 SHRS / 23.3 FLT / AVG VOL652080 $35.75(OH -10%)COMPUTER SFTWR-ENTERPRSE paycom.comPROVIDES CLOUD-BASED HUMAN CAPITAL MANAGEMENT SOFTWARE THAT MANAGES EMPLOYMENT LIFE CYCLE FOR EMPLOYERS AND EMPLOYEES.

8/15 EXPECTS 2015 ADJUSTED EBITDA OF $44 MIL TO $46 MIL.



DEBT 35%NEW CEOTIMELINESS AACC/DIST DSMR RATING A

30.08 X BK VALUEINVENTORY TO.390.5XR&D 2.9%RET ON EQUITY 24%CASH FLOW $0.31


18.3419.24

29.42

35.1235.86

39.75

12.28

14.32

23.4822.58

29.14 29.36

33.8533.85

97

QTR 2QTR 1

QTR 4

QTR 3

-OSO

PSO

+O-O-OSOPSO+O

10

20

30

40

PRICE SCALE

97COMPOSITE RATING$15.00IPO 4/15/1409$ -0.01 $10 -0.0111 0.0312 0.0813 0.0514 0.18 29 1215 0.36EST+100% ↑16 0.47EST +31% ↑

EARNINGS (DEC) HI LOEbix EBIX 98 78ManhAsc MANH 96 97DealerTrac TRAK 96 79Paylocity PCTY 96 52Shopify SHOP 96 18




0.05 VS 0.02 +150%36.6 VS 25.8 +42%N/A 368X-- 178X

0.06 VS -0.02#+400%44.0 VS 30.3 +45%N/A 294X-- 176X

0.12 VS 0.03 +300%55.2 VS 37.0 +49%N/A 303X-- 158X

0.10 VS 0.04 +150%49.0 VS 33.3 +47%N/A 189X-- 114X


R S LINE VS SP500

VOLUME

30K

120K

500K


17



Dynamic/Stable Earnings

Large annual EPS increases are a given for potential model book stocks.

Ideally, they will have consistent increases as well. This

screen uses an Earnings Stability ranking to determine the

volatility of earnings over the past few years. Companies

with stable earnings are more likely to continue their

growth into the future than those with volatile earnings.

RS 3 Company Name (Symbol) Industry Group Month Rating Page

Ambarella Inc (AMBA) Elec-Semicondctor Fablss 97 18

Arista Networks Inc (ANET) Computer-Networking 97 18

Palo Alto Networks (PANW) Computer Sftwr-Security 93 19

Facebook Inc Cl A (FB) Internet-Content 88 19

Alexion Pharmaceuticals (ALXN) Medical-Biomed/Biotech 88 20

Autohome Inc Cl A Ads (ATHM) Internet-Content 84 20


18

*AMBARELLA INC(AMBA) NASDAQ 31.3 SHRS / 27.6 FLT / AVG VOL3.40MIL $101.57(OH -20%)ELEC-SEMICONDCTOR FABLSS ambarella.comDESIGNS SYSTEM-ON-A-CHIP SEMICONDUCTOR PROCESSING SOLUTIONS USED IN CAMERAS FOR SECURITY/SURVEILLANCE MARKETS.

7/15 ACQUIRED VISLAB, A VISION AND INTELLIGENT SYSTEMS LABORATORY AT THE UNIVERSITY OF PARMA, FOR $30 MIL IN CASH.



DEBT 0%NEW CEOTIMELINESS BACC/DIST CSMR RATING A



33.81

46.78

58.0063.20

77.39

27.4033.71

44.4548.50

68.30

98

QTR 2QTR 1

QTR 4

QTR 3

-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O0

20

40

60

80

100

120

PRICE SCALE

99COMPOSITE RATING$6.00IPO 10/10/1209$ -0.11 $10 0.5011 0.5212 0.50 11 513 0.84 34 914 1.10 58 2115 2.0016 3.04EST +52% ↓

EARNINGS (JAN) HI LOVimicro VIMC 99 62Inphi IPHI 97 78SiliconMot SIMO 96 95AvgoTc AVGO 95 98IntegSilic ISSI 95 28




0.68 VS 0.37 +84%65.7 VS 46.0 +43%N/A 37X-- 24X

0.68 VS 0.26 +162%64.7 VS 40.0 +62%N/A 46X-- 28X

0.71 VS 0.25 +184%71.0 VS 40.9 +74%N/A 40X-- 30X

0.88 VS 0.37 +138%84.2 VS 47.0 +79%N/A 53X-- 36X

*EPS DUE 12/4 QUARTER ENDED OCT 31,14 QUARTER ENDED JAN 31,15 QUARTER ENDED APR 30,15 QUARTER ENDED JUL 31,15

R S LINE VS SP500

VOLUME

600K

2M

6.5M

*ARISTA NETWORKS INC(ANET) NYSE 66.5 SHRS / 32.6 FLT / AVG VOL728706 $82.24(OH -13%)COMPUTER-NETWORKING arista.comPROVIDES CLOUD NETWORKING SOFTWARE AND HARDWARE FOR INTERNET AND CLOUD SERVICE PROVIDERS, AND NEXT-GEN DATA CENTERS.

5/15 NAMED ITA BRENNAN CFO, EFFECTIVE MAY 18, 2015, REPLACING INTERIM CFO ANDREAS BECHTOLSHEIM WHO REMAINS CHRMN.

SHORT INT 6.8 DAYS -4%OPTIONS ONUP/DOWN 0.6EX-DIVYIELD


DEBT 8%NEW CEOTIMELINESS BACC/DIST ESMR RATING A


FUNDS 22%BANKS 0%MGMT 35%ALPHA -0.02BETA 1

80.53

93.94 94.84

89.89

74.00 74.52

69.46

62.51

70.30

59.16 60.16

56.11

63.16

71

QTR 2QTR 1

QTR 4

QTR 3

-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O40

50

60

70

80

90

100

110

PRICE SCALE

91COMPOSITE RATING$43.00IPO 6/06/1409$1011 0.53 $12 0.3313 0.8214 1.55 94 5515 2.16EST +39% ↑16 2.49EST +15% ↑

EARNINGS (DEC) HI LOSilverSpri SSNI 95 59MRV Coms MRVC 91 25Radware RDWR 84 90JuniperNtk JNPR 84 55IXIA XXIA 83 85




0.40 VS 0.22 +82%155.5 VS 101.6 +53%N/A 87X-- 62X

0.53 VS 0.27 +96%173.5 VS 114.8 +51%N/A 83X-- 47X

0.50 VS 0.25 +100%179.1 VS 117.2 +53%N/A 53X-- 43X

0.54 VS 0.35 +54%195.6 VS 138.0 +42%N/A 50X-- 36X


R S LINE VS SP500

VOLUME

102K

300K

850K



19

*PALO ALTO NETWORKS(PANW) NYSE 83.7 SHRS / 69.4 FLT / AVG VOL1.39MIL $175.26(OH -5%)COMPUTER SFTWR-SECURITY paloaltonetworks.comPROVIDES NETWORK SECURITY INFRASTRUCTURE PRODUCTS FOR ENTERPRISES, SERVICE PROVIDERS AND GOVERNMENT ENTITIES.

5/15 ACQUIRED CIRROSECURE, A SILICON VALLEY-BASED CO.

SHORT INT 2.7 DAYS -2%OPTIONS ONUP/DOWN 0.9EX-DIVYIELD


DEBT 100%NEW CEOTIMELINESS BACC/DIST DSMR RATING B



102.45

149.35 150.44

158.24

73.12

87.83

134.07

95

QTR 2QTR 1

QTR 4

QTR 3

-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O60

80

100

120

140

160

180

PRICE SCALE

97COMPOSITE RATING$42.00IPO 7/20/1209$ -0.28 $10 -0.3111 -0.1912 0.22 72 4713 0.24 62 3914 0.43 128 5415 0.83EST +93% ↑16 1.61EST +94% ↓

EARNINGS (JUL) HI LOImperva IMPV 99 29CybarkSftw CYBR 98 99CheetahMb CMCM 98 82Digimrc DMRC 98 2VscoData VDSI 97 97




0.11 VS 0.07 +57%178.2 VS 112.4 +59%N/A 238X-- 180X

0.15 VS 0.08 +87%192.4 VS 128.2 +50%N/A 271X-- 214X

0.19 VS 0.10 +90%217.7 VS 141.1 +54%N/A 280X-- 235X

0.23 VS 0.11 +109%234.2 VS 150.7 +55%N/A 311X-- 239X

EPS DUE 9/9 QUARTER ENDED JUL 31,14 QUARTER ENDED OCT 31,14 QUARTER ENDED JAN 31,15 QUARTER ENDED APR 30,15

R S LINE VS SP500

VOLUME

500K

1.3M

3.5M

*FACEBOOK INC CL A(FB ) NASDAQ 2,259.7 SHRS / 2,169.3 FLT / AVG VOL24.69MIL $88.01(OH -1%)INTERNET-CONTENT facebook.comPROVIDES A SOCIAL NETWORKING PLATFORM ENABLING MEMBERS TO STAY CONNECTED WITH FRIENDS AND FAMILY VIA FACEBOOK.COM.

2/15 ACQUIRED 21-BUILDING, 56-ACRE INDUSTRIAL PARK FROM PROLOGIS.

SHORT INT .9 DAYS -14%OPTIONS ONUP/DOWN 1.1EX-DIVYIELD


DEBT 0%NEW CEOTIMELINESS AACC/DIST CSMR RATING A



76.74

79.7181.16 82.17

86.07 85.59

62.21

73.07

70.3272.51 73.54 73.45

76.79

89

QTR 2QTR 1

QTR 4

QTR 3

-O-O-O-O

FORTUNE 6/3/15

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

BARRONS 10/31/14

-O-O-O-O-O-O-O-O-O-O-O50

60

70

80

90

100

PRICE SCALE

97COMPOSITE RATING(W)(C)$38.00IPO 5/18/1209$ 0.11 $10 0.2811 0.5012 0.53 45 1713 0.91 58 2214 1.76 82 5115 2.07EST +18% ↑16 2.75EST +33% ↑

EARNINGS (DEC) HI LOYoukuA YOKU 97 8Sina SINA 96 6Momo A MOMO 92 52Autobytl ABTL 91 92Autohome A ATHM 90 99




0.43 VS 0.27 +59%3203 VS 2016 +59%N/A 62X-- 51X

0.54 VS 0.32 +69%3851 VS 2585 +49%N/A 59X-- 47X

0.42 VS 0.35 +20%3544 VS 2502 +42%N/A 52X-- 42X

0.50 VS 0.43 +16%4042 VS 2910 +39%N/A 49X-- 42X



10M

25M



20

*ALEXION PHARMACEUTICALS(ALXN) NASDAQ 226.2 SHRS / 221.6 FLT / AVG VOL2.35MIL $184.45(OH -9%)MEDICAL-BIOMED/BIOTECH alexion.comDEVELOPS THERAPEUTICS TO TREAT HEMATOLOGIC AND NEUROLOGIC DISEASES AND METABOLIC AND INFLAMMATORY DISORDERS.

7/15 RCVD JAPAN’S MINISTRY OF HEALTH, LABOUR/WELFARE APPROVAL FOR MKTG OF ASFOTASE ALFA, TREATS HYPOPHOSPHATASIA.



DEBT 4%NEW CEO 4/15TIMELINESS BACC/DIST CSMR RATING A



173.70 173.25

197.64

203.30

189.72 188.35193.27

189.18

154.38157.30

155.01

185.80

176.01171.08

166.72

150.06

157.13

71

QTR 2QTR 1

QTR 4

QTR 3

-O-O-O-O-O-O-O-O-O+O

-O-O-O-O-O-O-O-O-O-O-O-O-O130

140

150

160

170

180

190

200

210

220

PRICE SCALE

96COMPOSITE RATING09$ 0.62 $ 24 1510 0.89 41 2211 1.38 72 4012 2.13 119 6913 3.08 133 8114 5.21 203 12615 4.84EST -7% ↑16 5.97EST +23% ↑

EARNINGS (DEC) HI LOHalozyme HALO 99 48AssemblyBi ASMB 99 44SorrentThe SRNE 99 42Retrophin RTRX 99 41Cempra CEMP 99 35




1.27 VS 0.83 +53%555.2 VS 400.4 +39%N/A 44X-- 36X

1.30 VS 0.87 +49%599.5 VS 441.9 +36%N/A 42X-- 36X

1.31 VS 1.53 -14%600.3 VS 566.6 +6%N/A 40X-- 33X

1.44 VS 1.12 +29%636.2 VS 512.5 +24%N/A 38X-- 30X


R S LINE VS SP500

VOLUME

600K

1.6M

5M

*AUTOHOME INC CL A ADS(ATHM) NYSE 50.5 SHRS / 40.4 FLT / AVG VOL1.17MIL $49.74(OH -14%)INTERNET-CONTENT autohome.com.cnCHINESE PROVIDER OF INDEPENDENT AND INTERACTIVE CONTENT TO AUTOMOBILE BUYERS VIA AUTOHOME.COM.CN AND CHE168.COM.

6/15 XIANG LI RESIGNED AS PRES, EFFECTIVE IMMEDIATELY.



DEBT 0%NEW CEOTIMELINESS CACC/DIST ESMR RATING A


FUNDS 14%BANKS 0%MGMT 19%ALPHA -0.13BETA 0.98

57.93

53.56

41.99

47.47

56.59

31.80

38.54

34.14 34.50

44.02

12

QTR 2QTR 1

QTR 4

QTR 3

POPPO

20

30

40

50

60

70

PRICE SCALE

59COMPOSITE RATING$17.00IPO 12/11/1309$ 0.05 $10 0.1211 0.2012 0.3213 0.76 37 2614 1.16 57 2815 1.50EST +29% ↓16 1.95EST +30% ↓

EARNINGS (DEC) HI LOYoukuA YOKU 97 8Sina SINA 96 6Momo A MOMO 92 52Autobytl ABTL 91 92Tencent Ho TCEHY 90 98




0.27 VS 0.22 +23%88.8 VS 54.1 +64%N/A 62X-- 38X

0.38 VS 0.21 +81%119.1 VS 63.8 +87%N/A 57X-- 34X

0.28 VS 0.20 +40%100.3 VS 55.0 +82%N/A 42X-- 34X

0.45 VS 0.31 +45%138.9 VS 81.7 +70%N/A 49X-- 36X


R S LINE VS SP500

VOLUME

122K

450K

1.4M


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Standard & Poor’s US Index Data

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stock guide summer 2015 - marketsmithstock guide summer 2015 the nasdaq continued its steady uptrend...

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