Every year in June The Applied Finance Group (AFG) hosts a client conference centered around detailed valuation sessions, product training, stock picks, and forecasts on where AFG believes the market will be over the course of the following year. One of the best pieces of information that comes from AFG’s Research Summit is a product called “10 Stocks to Buy on Monday” (10STBOM). The implication of this portfolio is that every one of the 10 names we provide is a well researched company tracked by our analysts that we recommend as a buy opportunity for those who attend our conference - 10 actionable buy ideas attendees can take away to the office on the following Monday. As with any stock recommendation that AFG delivers, the stock selection is based on criteria developed by AFG, including its Economic Margin and Valuation methodologies, which are used to better understand the true economic profitability a company earns, as well as come to a refined intrinsic value to understand whether the company is trading at a discount or a premium to its current trading price.
Below is an update of the performance of our large-cap 10 STBOM portfolios since 2004. The performance of each year’s list is tracked over the course of the 12 months following the release. You can see that the lists have impressively outperformed the appropriate benchmark five of the past six years, and the 2011 portfolio is currently outpacing its benchmark (Russell 1000) by over 1200 Bps. The companies in this year’s portfolio include Google Inc. (NASDAQ:GOOG) and NVIDIA Corp. (NASDAQ:NVDA), which have both significantly beat their benchmark since the release.
AFG has consistently identified stocks that are poised to outperform appropriate benchmarks and have a solid track record of performance from our research products, model portfolios as well as special themed portfolios. To stay updated on companies that look attractive according to key AFG criteria, sign up for our free weekly newsletter (Investment Advisor Ideas) containing our best stock picks and most detailed analysis.
To view the individual names that made it into this year's "10 Stocks" portfolio besides Google Inc. (NASDAQ:GOOG) and NVIDIA Corp. (NASDAQ:NVDA) and each individual companies performance Click Here to sign up to our free weekly newsletter.
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