Introduction to the Cara 100

Before we trade any instrument in the market, we must decide on what we need to trade. What we need is Growth, Value and/or Income (i.e., Yield). With a huge universe of tens of thousands of companies whose shares trade daily in the market, many of which may fit into these categories, we must sort the Good Companies from the Bad Companies based on Fundamental and Quantitative analysis.

Capital market prices and Technical Indicators of Price Trends and Cycles should be unimportant factors in selecting a relatively small group of high Quality companies one must study before trading.

From a review of the Greenfield’s Cadence Decision Support System database for S&P 500 companies only, which manages over 20 data points of mostly corporate fundamental data for each company that is updated weekly, we filtered the companies into what we believe are suitable candidates for Growth, Value and Yield. The result is the production of what I refer to as the Cara 100.

Due to evolving business and economic conditions, the financial results and reporting of companies is always in flux. Hence, the Cara 100 is always a work in progress. While we recalculate our relative rankings for over 4,000 companies every weekend based on factually reported data, the Cara 100 selected from the S&P 500 will be published here at the end of every quarter.

Because of political and social developments, there are also macro-economic changes that materially affect capital market price trends and cycles of these companies. As you know from our Lessons publications, a company is not a price. We trade prices. This is a list of companies that we consider investment grade for trading purposes and is not a recommendation to buy or sell.

As market prices fluctuate, at any point in time for each of these Good Companies, there will be Good Stocks (i.e., with Trends and Cycles that are rising), and Bad Stocks (i.e., with Trends and Cycles that are falling). Each of us has our own research methodologies and trading systems. In our case, technical indicator-based algorithms help sort the difference to enable us to buy whatever it is we need to trade whenever the price is low and to sell it when the price is high. Your trading system will be different.

We hope you find value in our publishing the Cara 100 list of what we refer to as Good Companies.



Cara 100 1Q. March 31, 2019

Ticker
Company
Sector
Industry
Country
Composite rank 4250 stks
P/E
Fwd P/E
Div.
Short Ratio
ROE
Curr R
Debt/Eq
Volatility M
Recom
Price
Consensus Target Price
Market Cap
AALAmerican Airlines Group Inc.ServicesMajor AirlinesUSA37710,465,111,26%2,58N/A0,52,95%2,132,4845Large
ABCBAmeris BancorpFinancialRegional – Mid-Atlantic BanksUSA38412,647,271,16%4,449,50%0,162,65%1,735,3648,38Mid
AIZAssurant, Inc.FinancialAccident & Health InsuranceUSA33622,9110,042,53%2,164,70%0,391,72%2,296,14126,25Mid
ALKAlaska Air Group, Inc.ServicesRegional AirlinesUSA58515,927,942,49%3,6212,00%0,60,562,31%2,257,2476Mid
ALLYAlly Financial Inc.FinancialMortgage InvestmentUSA6139,466,822,47%3,879,60%3,571,64%1,828,2432,4Large
APOApollo Global Management, LLCFinancialDiversified InvestmentsUSA2769,627,93%6,83-4,30%2,72,29%1,928,7836,25Large
ATHAthene Holding Ltd.FinancialAsset ManagementBermuda6037,74,882,9512,20%01,93%241,8556,71Mid
ATSGAir Transport Services Group, Inc.ServicesAir Delivery & Freight ServicesUSA27122,7114,582,2615,80%1,13,683,40%1,623,3628,29Small
ATUSAltice USA, Inc.TechnologyTelecom Services – DomesticUSA646613,7121,23,70,40%0,462,33%1,921,8826,04Large
AVGOBroadcom Inc.TechnologySemiconductor – Broad LineSingapore77226,1111,423,52%1,823,80%1,31,622,34%2306,01307,03Large
AXSAXIS Capital Holdings LimitedFinancialProperty & Casualty InsuranceBermuda2819,632,92%1,90,00%0,321,31%2,755,2959,8Mid
BABAAlibaba Group Holding LimitedServicesSpecialty Retail, OtherHong Kong102446,4627,148,5716,90%1,30,31,86%1,6183,58205,48Large
BEDUBright Scholar Education Holdings LimitedServicesEducation & Training ServicesChina56131,4318,010,9411,20%2,30,023,60%2,210,614,15Small
BFRBBVA Banco Frances S.A.FinancialForeign Regional BanksArgentina1458,815,672,21%0,9827,70%06,17%2,59,6612,4Mid
BHRBraemar Hotels & Resorts, Inc.FinancialREIT – Hotel/MotelUSA92829,785,24%2,7-1,50%2,483,54%1,812,3515,05Small
BPOPPopular, Inc.FinancialForeign Regional BanksUSA9558,238,132,30%2,2111,80%0,182,28%1,653,2161,56Mid
BTEBaytex Energy Corp.Basic MaterialsIndependent Oil & GasCanada110610,96,41-12,90%0,70,694,77%2,71,743,94Small
BYDBoyd Gaming CorporationServicesResorts & CasinosUSA61127,4413,350,88%4,1710,10%0,93,472,81%1,828,5136,27Mid
CARBCarbonite, Inc.TechnologyBusiness Software & ServicesUSA605105,5711,336,124,50%1,603,54%2,224,8237,5Small
CBRECBRE Group, Inc.FinancialProperty ManagementUSA106015,7612,82,3123,00%1,20,631,75%2,250,2258Large
CCMPCabot Microelectronics CorporationTechnologySemiconductor – Integrated CircuitsUSA62121,7613,51,50%3,313,21,042,34%2115,38123,5Mid
CFCF Industries Holdings, Inc.Basic MaterialsAgricultural ChemicalsUSA66931,2513,892,94%2,828,60%1,802,62%2,341,5752,17Mid
CFXColfax CorporationIndustrial GoodsDiversified MachineryUSA14422,8810,124,084,20%1,60,372,70%2,430,131,75Mid
CHFCChemical Financial CorporationFinancialRegional – Midwest BanksUSA36410,568,563,30%5,9210,20%0,012,73%1,942,2553,75Mid
CICigna CorporationHealthcareHealth Care PlansUSA14315,068,690,02%1,7812,30%1,042,39%1,9160,69240,64Large
CMCCommercial Metals CompanyBasic MaterialsSteel & IronUSA27914,817,352,81%3,478,40%2,80,933,04%2,517,7120,2Mid
CMRECostamare Inc.ServicesShippingGreece29415,627,017,69%3,982,70%0,81,212,81%5,376,4Small
CNPCenterPoint Energy, Inc.UtilitiesGas UtilitiesUSA40441,7116,893,75%3,616,50%2,11,551,33%2,230,6331,29Large
COHUCohu, Inc.TechnologySemiconductor Equipment & MaterialsUSA5798,461,63%3,81-8,80%30,653,63%215,0822,5Small
COOPMr. Cooper Group Inc.FinancialSavings & LoansUSA2110,863,643,598,20%6,284,67%29,5817,75Small
CVSCVS Health CorporationHealthcareHealth Care PlansUSA3607,43,71%1,11-1,40%11,262,61%254,0176,76Large
DANDana IncorporatedConsumer GoodsAuto PartsUSA2066,095,062,25%1,4135,30%1,71,333,25%2,218,3622,44Mid
DSWDSW Inc.ServicesApparel StoresUSA40910,414,50%2,37-2,20%2,10,193,90%2,622,6328,89Mid
EEni S.p.A.Basic MaterialsMajor Integrated Oil & GasItaly94813,428,885,42%1,661,40,510,90%135,5943,75Large
ECAEncana CorporationBasic MaterialsMajor Integrated Oil & GasCanada6616,467,820,97%1,0615,70%1,30,593,40%2,17,4310,46Mid
EDNEmpresa Distribuidora y Comercializadora Norte Sociedad AnonimaUtilitiesElectric UtilitiesArgentina1418,833,460,2746,00%0,70,275,66%2,819,9344,57Small
ENVAEnova International, Inc.FinancialCredit ServicesUSA20513,386,336,0720,80%11,22,472,90%23,6334,2Small
EZPWEZCORP, Inc.FinancialCredit ServicesUSA46921,839,2623,33,00%2,90,572,48%1,79,3512,83Small
FANGDiamondback Energy, Inc.Basic MaterialsIndependent Oil & GasUSA44112,788,380,49%3,3911,00%0,90,332,68%1,6103,95151,36Large
GBXThe Greenbrier Companies, Inc.ServicesRailroadsUSA2708,347,633,10%11,6111,90%0,413,11%2,333,3450,89Small
GLNGGolar LNG LimitedServicesShippingBermuda109420,362,84%6,49-12,90%0,61,472,96%1,62132,97Mid
GLOGGasLog Ltd.ServicesShippingMonaco37137,6311,283,44%5,854,10%0,73,452,89%1,917,6523,46Small
GOLGol Linhas Aereas Inteligentes S.A.ServicesRegional AirlinesBrazil10111,081,9724,20%0,55,06%2,313,2517,4Small
HIIQHealth Insurance Innovations, Inc.HealthcareHealth Care PlansUSA11327,426,827,5613,30%0,928,72%1,725,966,13Small
HMIHuami CorporationTechnologyScientific & Technical InstrumentsChina22523,338,251,0610,00%2,30,018,87%1,613,7618,38Small
HRIHerc Holdings Inc.ServicesRental & Leasing ServicesUSA23923,419,992,3813,00%1,33,774,02%240,1552,6Small
HTZHertz Global Holdings, Inc.ServicesRental & Leasing ServicesUSA2449,956,73-20,20%15,394,06%2,717,5922,88Small
IIVIII-VI IncorporatedTechnologyScientific & Technical InstrumentsUSA103323,6412,099,9310,80%3,20,473,51%2,138,5748,72Mid
JBLJabil Inc.TechnologyPrinted Circuit BoardsUSA33414,487,881,20%3,274,20%11,332,12%2,528,0931,56Mid
KLACKLA-Tencor CorporationTechnologySemiconductor Equipment & MaterialsUSA100813,3712,472,51%4,6792,30%31,42,01%1,9121,96127,18Large
KMPRKemper CorporationFinancialProperty & Casualty InsuranceUSA52920,9912,51,31%4,197,40%0,32,09%2,177,0788,75Mid
KOSKosmos Energy Ltd.Basic MaterialsIndependent Oil & GasUSA60312,822,89%7,21-10,90%1,32,253,90%1,76,439Mid
LPLALPL Financial Holdings Inc.FinancialInvestment Brokerage – NationalUSA70714,349,321,44%1,7644,30%2,772,28%2,171,9684Mid
LXLexinFintech Holdings Ltd.FinancialCredit ServicesChina2726,494,521,1770,00%1,31,286,31%2,111,1815,55Small
MDPMeredith CorporationServicesPublishing – PeriodicalsUSA2287,134,16%23,38-11,90%1,22,882,15%2,555,8960,2Mid
MEDMedifast, Inc.ServicesSpecialty Retail, OtherUSA77327,6415,732,35%6,6351,00%2,403,56%1,3130,68222Small
MEETThe Meet Group, Inc.TechnologyInternet Information ProvidersUSA295419,179,445,360,60%1,20,195,99%1,75,057,67Small
MEIMethode Electronics, Inc.TechnologyDiversified ElectronicsUSA47511,038,151,53%4,4216,40%2,50,453,70%1,72940,67Small
MERCMercer International Inc.Consumer GoodsPaper & Paper ProductsCanada1656,914,693,70%2,6422,60%4,11,862,96%1,713,8622,83Small
MPAAMotorcar Parts of America, Inc.Consumer GoodsAuto PartsUSA376162,678,8923,691,50%1,30,383,75%2,519,0129Small
MPCMarathon Petroleum CorporationBasic MaterialsOil & Gas Refining & MarketingUSA16011,276,553,54%1,313,80%1,40,782,41%1,661,192,38Large
NTESNetEase, Inc.TechnologyInternet Software & ServicesChina44134,3519,870,80%1,8615,10%1,90,313,02%1,8256,48283,2Large
OMPOasis Midstream Partners LPBasic MaterialsIndependent Oil & GasUSA7249,356,058,86%0,3320,40%102,74%1,820,6526,33Small
OUTOutfront Media Inc.ServicesMarketing ServicesUSA101530,5119,296,15%1,969,80%1,12,091,89%2,523,5724,86Mid
PAGSPagSeguro Digital Ltd.FinancialCredit ServicesBrazil76240,1219,746,9515,70%2,303,76%2,530,2630,4Mid
PAMPampa Energia S.A.UtilitiesElectric UtilitiesArgentina3091514,982,0641,00%1,31,595,48%1,927,3849,75Mid
PARRPar Pacific Holdings, Inc.Basic MaterialsOil & Gas Refining & MarketingUSA23120,987,044,728,00%1,20,782,65%1,817,9923,2Small
PEBPebblebrook Hotel TrustFinancialREIT – Hotel/MotelUSA892105,6533,153,67%7,77-0,20%0,732,20%2,231,2335,65Mid
PENNPenn National Gaming, Inc.ServicesResorts & CasinosUSA272199,843,7447,00%0,913,083,16%2,120,5530,91Mid
PFSIPennyMac Financial Services, Inc.FinancialMortgage InvestmentUSA5958,617,013,3110,90%2,282,08%2,322,524,83Small
PLTPlantronics, Inc.TechnologyCommunication EquipmentUSA1167,171,30%5,03-18,40%1,52,343,28%47,0187,5Small
PPDFPPDAI Group Inc.FinancialCredit ServicesChina2703,283,595,03%1,5149,10%06,85%2,43,896,33Small
PUMPProPetro Holding Corp.Basic MaterialsOil & Gas Equipment & ServicesUSA25311,268,048,4830,50%10,093,84%1,822,9725,5Small
QIWIQiwi plcFinancialCredit ServicesCyprus12118,247,085,84%115,10%1,30,72,76%214,4123,48Small
RRyder System, Inc.ServicesRental & Leasing ServicesUSA32211,689,213,48%4,059,40%0,72,282,25%1,963,3376,73Mid
RCMR1 RCM Inc.TechnologyHealthcare Information ServicesUSA51517,656,88N/A156,943,53%1,79,6213,83Small
RMRegional Management Corp.FinancialCredit ServicesUSA5438,346,1216,4913,40%2,372,88%2,324,5534Small
SANMSanmina CorporationTechnologyDiversified ElectronicsUSA24221,568,32,596,50%1,30,472,48%2,729,6836,4Small
SAVESpirit Airlines, Inc.ServicesMajor AirlinesUSA9023,317,572,168,60%1,61,133,23%1,953,0676,38Mid
SCSantander Consumer USA Holdings Inc.FinancialMortgage InvestmentUSA4838,337,483,79%3,4913,10%4,971,74%2,321,5722,68Mid
SEASSeaWorld Entertainment, Inc.ServicesSporting ActivitiesUSA84751,6217,569,2515,60%0,55,814,05%2,524,531,64Mid
SIMGrupo Simec, S.A.B. de C.V.Basic MaterialsSteel & IronMexico687,37,840,137,10%3,102,41%8,711,59Small
SIVBSVB Financial GroupFinancialRegional – Pacific BanksUSA101712,289,772,320,40%0,142,69%1,8230,67290,05Large
SMBKSmartFinancial, Inc.FinancialRegional – Southeast BanksUSA41713,28,87,947,30%0,142,17%2,419,2821,8Small
SSNCSS&C Technologies Holdings, Inc.TechnologyBusiness Software & ServicesUSA598155,7215,360,63%4,552,60%1,11,82,69%1,763,6569,29Large
SXCPSunCoke Energy Partners, L.P.Basic MaterialsNonmetallic Mineral MiningUSA22110,216,4512,85%1,1710,20%1,61,463,14%2,512,7717,67Small
TENTenneco Inc.Consumer GoodsAuto PartsUSA16911,323,474,51%2,155,60%1,43,184,34%2,923,0931,33Mid
TGHTextainer Group Holdings LimitedServicesRental & Leasing ServicesBermuda24111,026,285,154,20%1,42,823,50%9,913,25Small
THOThor Industries, Inc.Consumer GoodsRecreational VehiclesUSA39414,028,32,50%2,9612,10%1,703,59%1,662,1182,63Mid
TNKTeekay Tankers Ltd.ServicesShippingBermuda2691,9812,37%2,07-7,30%11,184,47%2,60,951,51Small
TOTTOTAL S.A.Basic MaterialsMajor Integrated Oil & GasFrance62213,348,95,19%1,639,40%1,30,461,03%1,456,2469,2Large
UALUnited Continental Holdings, Inc.ServicesMajor AirlinesUSA43710,326,526,0623,40%0,51,472,26%2,181,08104Large
UIHCUnited Insurance Holdings Corp.FinancialProperty & Casualty InsuranceUSA26326508,731,51%8,750,10%0,312,68%2,416,419,33Small
URIUnited Rentals, Inc.ServicesRental & Leasing ServicesUSA1558,635,382,2733,80%0,83,453,02%2117,89153,64Mid
VALEVale S.A.Basic MaterialsIndustrial Metals & MineralsBrazil26410,146,823,73%1,4315,90%1,70,352,92%2,613,5914,24Large
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.ServicesMajor AirlinesMexico2759,444,8742,90%1,10,123,19%2,38,719,45Small
VSTVistra Energy Corp.UtilitiesElectric UtilitiesUSA53111,931,92%4,27-0,70%0,91,452,17%1,725,9132,45Large
YNDXYandex N.V.TechnologyInternet Information ProvidersNetherlands28415,7217,691,0327,90%3,902,71%1,733,7842,8Mid
YYYY Inc.TechnologyInternet Information ProvidersChina24021,8610,331,3510,20%4,304,62%1,887,7293,23Mid
ZIXIZix CorporationTechnologyApplication SoftwareUSA55023,8914,961,8530,00%0,804,57%1,76,8211Small