A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | |
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1 | This is a model portfolio. The list is a record of companies who are seeing institutional money flow. I use this list as my potential buy list for my portfolios. These are longterm buys in which I wish to build a position in. I first identify the companies or index using IMF and wait until a pullback | |||||||||||||||||||||||||
2 | to purchase and confirmation of positive IMF to buy. I will continue to buy as long as there is positive IMF in hopes to build a large position. I will sell if the security falls greater than 10% at anytime. | |||||||||||||||||||||||||
3 | The list is not updated on a daily basis and though taken from sources deemed to be accurate, we cannot guarantee the data. See our full risk disclosure on the website. | |||||||||||||||||||||||||
4 | The objective of the list is to educate as to how IMF outperforms the benchmark SPY over the long term and not to convey an actual track record. | |||||||||||||||||||||||||
5 | I have used the IMF trading strategy as my investment process since 1999 when it was taught to me by a very large money manager while at UBS Securities. | |||||||||||||||||||||||||
6 | This list is a personal list and I share it only as an education piece and is not to be considered as a recommendation to purchase or sell securities. Do your own homework! | |||||||||||||||||||||||||
7 | Company | Symbol | Industry | #of funds buying | Added to list 12/5/16 | High Price | % Gain to High Price after placed on list. | |||||||||||||||||||
8 | S&P500 | SPY | Index | Benchmark | 226.08 | 267.56 | 18.347 | http://quotes.wsj.com/etf/SPY | ||||||||||||||||||
9 | Nvidia | NVDA | Elec Semi | 55 | 92.2 | 224.67 | 143.677 | http://quotes.wsj.com/NVDA | Hit 10% stop | |||||||||||||||||
10 | Argan n | AGX | Bldg Heavy Cons | 29 | 60.45 | 75.7 | 25.227 | http://quotes.wsj.com/AGX | Hit 10% stop | |||||||||||||||||
11 | Healthquty | HQY | Comml Svcs Heal | 40 | 44.53 | 54.47 | 22.322 | http://quotes.wsj.com/HQY | Hit 10% stop | |||||||||||||||||
12 | Lumentum | LITE | Telecom Fiber | 39 | 40.1 | 67.65 | 68.703 | http://quotes.wsj.com/LITE | Hit 10% stop | |||||||||||||||||
13 | Gigamon | GIMO | Internet Network | 23 | 53.35 | 60.35 | 13.121 | http://quotes.wsj.com/GIMO | Hit 10% stop | |||||||||||||||||
14 | InstalledBld | IBP | Bldg Maint | 37 | 41.5 | 79.4 | 91.325 | http://quotes.wsj.com/IBP | ||||||||||||||||||
15 | Lydall | LDL | Auto Truck | 25 | 59.7 | 64.2 | 7.538 | http://quotes.wsj.com/LDL | Hit 10% stop | |||||||||||||||||
16 | Thorindust | THO | Bldg Mobile Mft | 34 | 100.57 | 156.86 | 55.971 | http://quotes.wsj.com/THO | ||||||||||||||||||
17 | Veeva Sys | VEEV | Computer Sftwr | 24 | 46.48 | 66.82 | 43.761 | http://quotes.wsj.com/VEEV | Hit 10% stop | |||||||||||||||||
18 | BurligtnStrs | BURL | Retail Apparel | 38 | 87.92 | 115.2 | 31.028 | http://quotes.wsj.com/BURL | Hit 10% stop | |||||||||||||||||
19 | JohnBean | JBT | Bldg Mobile Mfg | 33 | 90.2 | 120.55 | 33.647 | http://quotes.wsj.com/JBT | ||||||||||||||||||
20 | Worthington | WOR | Metal Proc Fabr | 37 | 56.28 | 62.35 | 10.785 | http://quotes.wsj.com/WOR | Hit 10% stop | |||||||||||||||||
21 | Inogen | INGN | Medical Product | 33 | 64.43 | 130.05 | 101.847 | http://quotes.wsj.com/INGN | ||||||||||||||||||
22 | Ameris | ABCB | Banks Southeast | 32 | 44.85 | 51.3 | 14.381 | http://quotes.wsj.com/ABCB | Hit 10% stop | |||||||||||||||||
23 | AdvEngy | AEIS | Elec Semi | 31 | 55.21 | 95 | 72.070 | http://quotes.wsj.com/AEIS | Hit 10% stop | |||||||||||||||||
24 | Sectors In Institutional Buy Zone | |||||||||||||||||||||||||
25 | Mining | XME | Metals & Mining | 32.06 | 34.85 | 8.702 | http://quotes.wsj.com/etf/XME | |||||||||||||||||||
26 | Glbl Mining | PICK | Metals & Mining | 26.81 | 33.01 | 23.126 | http://quotes.wsj.com/etf/PICK | |||||||||||||||||||
27 | 52 Week Range | |||||||||||||||||||||||||
28 | #of funds buying | Added to list 3/6/17 | High Price as of 9/20/17 | |||||||||||||||||||||||
29 | Cognex | CGNX | Elec Scientific | 21 | 76.81 | 134.7 | 75.368 | http://quotes.wsj.com/CGNX | Hit 10% stop | |||||||||||||||||
30 | NetEase | NTES | Comp Sftwr | 18 | 305.06 | 375.1 | 22.959 | http://quotes.wsj.com/NTES | Hit 10% stop | |||||||||||||||||
31 | Trinseo | TSE | Chemicals Plast | 19 | 69.15 | 75.2 | 8.749 | http://quotes.wsj.com/TSE | ||||||||||||||||||
32 | AristaNtk | ANET | Comp Network | 24 | 118.99 | 245.65 | 106.446 | http://quotes.wsj.com/ANET | ||||||||||||||||||
33 | Morgan Stan | MS | Banks | 67 | 45.67 | 54.25 | 18.787 | http://quotes.wsj.com/MS | ||||||||||||||||||
34 | Coherent | COHR | Elec Scientific | 22 | 182.58 | 320.73 | 75.665 | http://quotes.wsj.com/COHR | ||||||||||||||||||
35 | Citizens Finl | CFG | Banks | 77 | 37.37 | 42.52 | 13.781 | http://quotes.wsj.com/CFG | ||||||||||||||||||
36 | PlatformSpec | PAH | Chemicals Plast | 19 | 13.19 | 14.82 | 12.358 | http://quotes.wsj.com/PAH | Hit 10% stop | |||||||||||||||||
37 | Dave&Bustr | PLAY | Restuarants | 15 | 57.19 | 73.48 | 28.484 | http://quotes.wsj.com/PLAY | Hit 10% stop | |||||||||||||||||
38 | Finisar | FNSR | Telecom | 17 | 33.48 | 36.85 | 10.066 | http://quotes.wsj.com/FNSR | Hit 10% stop | |||||||||||||||||
39 | SVBFncl | SIVB | Banks | 44 | 190.89 | 236.86 | 24.082 | http://quotes.wsj.com/SIVB | ||||||||||||||||||
40 | ZionsBanc | ZION | Banks | 37 | 44.9 | 52.2 | 16.258 | http://quotes.wsj.com/ZION | ||||||||||||||||||
41 | MGIC | MTG | Isurance | 15 | 10.65 | 15.64 | 46.854 | http://quotes.wsj.com/MTG | ||||||||||||||||||
42 | 52 Week Range | |||||||||||||||||||||||||
43 | #of funds buying | Added to list 9/11/2017 | High Price | |||||||||||||||||||||||
44 | Boeing | BA | Aerospace | 48 | 239.66 | 296.82 | 23.850 | http://quotes.wsj.com/BA | ||||||||||||||||||
45 | Teradyne | TER | Elec Semi | 27 | 35.61 | 44.63 | 25.330 | http://quotes.wsj.com/TER | hit 10% stop | |||||||||||||||||
46 | Apple | AAPL | Telecom | 85 | 164 | 176.24 | 7.463 | http://quotes.wsj.com/AAPL | ||||||||||||||||||
47 | WesternDgtl | WDC | Computer Data | 38 | 88.27 | 88.27 | 0.000 | http://quotes.wsj.com/WDC | hit 10% stop | |||||||||||||||||
48 | TotalSys | TSS | Finance Credit | 38 | 69.12 | 77.56 | 12.211 | http://quotes.wsj.com/TSS | ||||||||||||||||||
49 | AdobeSys | ADBE | Computer Sftwr | 88 | 155.16 | 186.27 | 20.050 | http://quotes.wsj.com/ADBE | ||||||||||||||||||
50 | Cadence | CDNS | Computer Sftwr | 21 | 39.29 | 45.94 | 16.925 | http://quotes.wsj.com/CDNS | ||||||||||||||||||
51 | ElecArts | EA | Computuer Sftwr | 76 | 121 | 121 | 0.000 | http://quotes.wsj.com/EA | hit 10% stop | |||||||||||||||||
52 | 52 Week Range | |||||||||||||||||||||||||
53 | Sectors in the Institutional Buy Zone | |||||||||||||||||||||||||
54 | Energy 6/17-12/17 | CL_F | Crude | 43 | 59.05 | 37.326 | Entered Sell Zone 12/17 | |||||||||||||||||||
55 | Telecom 12/17 | IYZ | Telecom | 28.91 | ||||||||||||||||||||||
56 | State Oil | STO | 19.51 | 21.02 | 7.740 | |||||||||||||||||||||
57 | British Petro | BP | 36.545 | 41.55 | 13.695 | |||||||||||||||||||||
58 | #of funds buying | Added to list 10/9/2017 | ||||||||||||||||||||||||
59 | Barnes | B | Metal Proc Fabr | 23 | 70.44 | 72.87 | 3.450 | Hit 10% stop | ||||||||||||||||||
60 | Applied Material | AMAT | Elec Semi | 22 | 52.09 | 57.34 | 10.079 | |||||||||||||||||||
61 | Lam Research | LRCX | Elec Semi | 21 | 185.04 | 210.45 | 13.732 | |||||||||||||||||||
62 | #of funds buying | Added to list 11/4/2017 | ||||||||||||||||||||||||
63 | Dana Inc | DAN | Auto Truck | 18 | 30.49 | 34.77 | 14.037 | |||||||||||||||||||
64 | Ferro | FOE | Chemicals | 21 | 23.82 | 25.5 | 7.053 | |||||||||||||||||||
65 | OwensCorng | OC | Bldg Constr | 24 | 82.69 | 95.04 | 14.935 | |||||||||||||||||||
66 | PulteGrp | PHM | Bldg Resid | 26 | 30.23 | 35.01 | 15.812 | |||||||||||||||||||
67 | Vishay | VSH | Elec Part | 22 | 21.32 | 23.45 | 9.991 | |||||||||||||||||||
68 | Winnebago | WGO | Bldg Mobile | 21 | 49.05 | 57.2 | 16.616 | |||||||||||||||||||
69 | Graco | GGG | Machinery | 33 | 43.66 | 47.44 | 8.658 | split 3/1 | 3/1 stock split | |||||||||||||||||
70 | Added 1/8/2018 | High Price | % Gain | |||||||||||||||||||||||
71 | ||||||||||||||||||||||||||
72 | ||||||||||||||||||||||||||
73 | Benchmark | SPY | S&P500 ETF | 275 | ||||||||||||||||||||||
74 | AveryDennsn | AVY | Office Supplies | 26 | 114.86 | |||||||||||||||||||||
75 | OwensCorng | OC | Bldg Constr | 24 | 91.94 | |||||||||||||||||||||
76 | PulteGrp | PHM | Bldg Resid | 29 | 33.25 | |||||||||||||||||||||
77 | Teradyne | TER | Elec Semi | 25 | 41.87 | |||||||||||||||||||||
78 | TotalSys | TSS | Finance CrdtCar | 37 | 79.09 | |||||||||||||||||||||
79 | ThorIndust | THO | Bldg Mobile Mfg | 27 | 150.72 | hit 10% stop | ||||||||||||||||||||
80 | ||||||||||||||||||||||||||
81 | Symbol | Name | Price as of March 6 2018 | EPS Trailing 4 Qtrs | ||||||||||||||||||||||
82 | BOFI | B O F I Holding Inc | 39.66 | 2.24 | ||||||||||||||||||||||
83 | NFLX | Netflix Inc | 322.63 | 1.25 | ||||||||||||||||||||||
84 | GLOB | Globant SA | 52.2 | 1.27 | ||||||||||||||||||||||
85 | PANW | Palo Alto Networks | 181.1 | 3.13 | ||||||||||||||||||||||
86 | QLYS | Qualys Inc | 77.53 | 1.09 | ||||||||||||||||||||||
87 | CRM | Salesforce.com Inc | 123.38 | 1.35 | ||||||||||||||||||||||
88 | HEES | H & E Equipment Svcs Inc | 42.82 | 1.96 | ||||||||||||||||||||||
89 | ZTS | Zoetis Inc | 81.31 | 2.4 | ||||||||||||||||||||||
90 | BUFF | Blue Buffalo Pet Prods | 39.87 | 0.98 | ||||||||||||||||||||||
91 | PLNT | Planet Fitness Inc Cl A | 38.56 | 0.84 | ||||||||||||||||||||||
92 | OLLI | Ollie's Bargain Outlet | 60.2 | 1.13 | ||||||||||||||||||||||
93 | TEAM | Atlassian Corp Plc Cl A | 59.01 | 0.42 | ||||||||||||||||||||||
94 | WRD | Wildhorse Resource Dvlp | 17.76 | -0.08 | ||||||||||||||||||||||
95 | MSCI | M S C I Inc | 146.46 | 3.98 | ||||||||||||||||||||||
96 | JOBS | Fifty One Job Inc Ads | 77.75 | 2.26 | ||||||||||||||||||||||
97 | YY | YY Inc | 120.76 | 6.79 | ||||||||||||||||||||||
98 | BBSI | Barrett Business Svcs | 76.27 | 6 | ||||||||||||||||||||||
99 | SRI | Stoneridge Inc | 23.79 | 9 | ||||||||||||||||||||||
100 | MOD | Modine Mfg Co | 22.15 | 100 |