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Montag

Portfolio List (146):

Zacks#1 P-B0.6 No Rebalancing

Volatility suppressed Schaeffer small low hist vol... 0.2%

Volatility suppressed Schaeffer small low hist vol... 1.4%

Volatility Schaeffer small beta above 1 price abov... 0.1%

Volatility Schaeffer small high hist volat price a... 0.0%

Volatility Schaeffer small beta above 1 price belo... 0.8%

Volatility Schaeffer small high hist volat price b... 0.9%

OSV (2) 3YCroicGrowth 0.2%

April Schaeffer small beta less 1 price below 50ma... 0.2%

April Schaeffer small beta less 1 price below 20ma... -0.2%

April Schaeffer small all-around skepticism 0.5%

April Schaeffer small Analyst least liked stocks 0.7%

April Schaeffer small high shortratio 0.5%

April Schaeffer small highputcall -0.1%

April Zacks#1 P-B0.6 smaller sp500 market weighted -0.0%

April Zacks#1 P-B0.6 2.2%

Market IQ - close 45 line - High Quality - Good Va... 0.5%

Schaeffer -0.5%

PiotroskiLowEV Wilton July -0.4%

Short List -0.2%

Make Business PSR 0.2 Insbuy 3 D-E above 0.3 below... 0.0%

Make Business PSR 0.2 Insbuy 3 D-E 0.3 -0.9%

OPMjune Market Cap over 1Bil 0.3%

OPMjune Market Cap less 500Mio (Short) 2.1%

OPMjune Market Cap less 500Mio -2.1%

Market quintile PB Ratio 100 Stocks 0.2%

Market quintile PCF Ratio 100 Stocks 0.0%

Market quintile P-S Ratio 100 Stocks 0.5%

P-B 0.6 Altman 3 - AvVolume30d 5000 (regaining tra... 2.3%

Negative EV - Volume Av30d 5000 - Altman 3 RobotD... -0.9%

Negative EV - Volume Av30d 5000 - RobotDough 0.9%

P-B 0.6 Altman 3 (regaining traction) 0.5%

Zacks#1 P-B0.6 (3)No Rebalancing 1.1%

Low EVEBITDA (Piotroski = 8) - Price Good + Fundam... 0.8%

Low EVEBITDA (Piotroski = 9) - Price Good + Fundam... 1.4%

Low EVEBIT (Piotroski = 9) - Price Good + Fundamen... 0.9%

Low EVEBIT (Piotroski = 8) - Price Good + Fundamen... 0.7%

L 52 Weeks Change positive 0.4%

Low EVEBIT - Price Bad + Fundamentals Good (3) -0.2%

Low EVEBIT - Price Bad + Fundamentals Bad (4) 0.1%

Low EVEBIT - Price Good + Fundamentals Bad (2) 0.1%

Low EVEBIT - Price Good + Fundamentals Good (1) 0.9%

L 52 Weeks Change - Low EVEBIT - Price Bad + Funda... -0.6%

L 52 Weeks Change - Low EVEBIT - Price Bad + Funda... 0.0%

L 52 Weeks Change - Low EVEBIT - Price Good + Fund... 0.6%

L 52 Weeks Change - Low EVEBIT - Price Good + Fund... -0.0%

VectorGrade S&P 100 Highest Stockrating -0.0%

Nasdaq E-Surprise Jan -0.2%

Negative EV RobotDough 1.0%

D-E0.3 (2)+ PSR 0.5 CashR 0.5 ttmROAover+5 5YrROAo... -0.3%

D-E0.3 (2)+ PSR 0.5 CashR 0.5 ttmROAover+5 5YrROA... 0.0%

D-E0.3 (2) PSR 0.5 CashR 0.5 ttmROAunder-5 5YrROAu... 0.6%

D-E0.3 (2) PSR 0.5 CashR 0.5 ttmROAunder-5 5YrROAu... -0.4%

SumZero Investment Ideas -0.3%

OPM Nov 0.1%

Zacks#1 P-B0.6 (2)No Rebalancing -0.0%

Constant EPS -Surprise PB less 1 0.8%

Industry Sector Shipping Morningstar Undervalued 0... 2.3%

1 Weak -20% Dump 0.7%

Scrooge Screen 0.7%

D-E0.3 PSR 0.5 CashR 0.5 ttmROAunder-5 5YrROAunde... 0.4%

D-E0.3 PSR 0.5 CashR 0.5 ttmROAunder-5 5YrROAunde... 0.7%

Hidden Gems Weekly Raw Output -0.1%

OPM above 1 Bill Cap 0.7%

X Magic Formula 0.6%

X Graham 1 3 6 7 (beat the Magic Formula) -0.1%

Piotroski 9 PSR 0.5 1.2%

Piotroski 8 PSR 0.5 -0.5%

Piotroski 9 PB 1 -0.1%

Piotroski 8 PB 1 -0.5%

InsOwn 30 InsBuy5 PSR 0.7 0.2%

OPMttm25 Take 2 PSR 7 - above 0.7%

OPMttm25 Take 2 PSR 4-7 0.2%

OPMttm25 Take 2 PSR 3-4 0.5%

OPMttm25 Take 2 1.0%

OPMttm25 D-E03 ROI5Y11 ROIttm1 QuiR0.8 PSR3 0.7%

stockvaluepicks.com Sell List 0.4%

stockvaluepicks.com Hold List -0.4%

stockvaluepicks.com Buy List 0.2%

(2)LowCost Producer(Ind: Low20% PS High20% GMargin... 0.9%

Marc Gerstein- Contrarian Opportunities 0.9%

OSV 3YCroicGrowth -0.2%

PSR Lowest20%Industry (n=21,S&P500-Member) 0.3%

PSR Highest20%Industry (n=21,S&P500-Member) 0.6%

Other Ideas 0.9%

BMW Method 0.3%

Nasdaq E-Surprises 1.7%

D-E0.3 InsOwn30 ttmROAunder10 5YrROAunder10 AvVol2... -0.5%

D-E0.3 InsOwn30 ttmROAover10 5YrROAover10 AvVol20d... -0.3%

P-FCF 3.3, D-E 0.3, 30 Stocks -0.2%

(3) S&P 500 ComboRt (HRS+ RLt52W H) TopTen -0.4%

Zacks#1 %Rating=100 EV-Sales 0.8*MedXInd -0.5%

(3)S&P 500 HRS between 90-95 added 0.5%

(3)S&P 500 HRS over 95 added -0.4%

(3) S&P 500 Low Relative Strenght 0.1%

(3) S&P 500 High Relative Strenght 0.1%

Zacks#1 d EV-Sales 1.5*MedXInd 0.6%

Zacks#1 c EV-Sales 0.5*MedXInd 0.2%

Zacks#1 a EV-Sales Botm 10% Market 0.2%

Zacks#1 b EV-Sales Top 10% Market 0.8%

Zacks #5 Rank (2) -0.1%

Zacks #1 Rank (2) 0.3%

Zacks Roe Rebalanced -0.8%

Form4Oracle Buy 1.0%

P-B Market Quintile Low P-E ordered 1.0%

LowCost Producer(Ind: Low20% PS High20% GMargin , ... 0.4%

LowCost Producer(Ind: Low20% PS High20% GMargin , ... 1.2%

OSV DCF MoS +50% 0.2%

iStockResearch S&P 500 FV +300 % 0.4%

iStockResearch S&P 500 strong buy -0.0%

iStockResearch S&P 500 strong sell 0.1%

EBIT to Empl -Tng Asset- above Ind & cheap EV -0.3%

Cisiova daily stock picks 0.1%

Form4Oracle StrongBuys 2.1%

My Insby Starters -1.1%

InsBuy 10k CFO pcqtit -0.5%

InsBuy 50k CEO CFO COO (Block) pcqtit 0.7%

Zacks Roe price below 5 1.4%

Zacks#1 TpMngt Buy bqcptit 0.4%

Zacks#1 InsOwn30 PS0.7 0.5%

Zacks#1 InsBy3 1.1%

Zacks#1 P-B0.6 No Rebalancing 1.6%

D-E0.3 InsOwn30 InsBuy1 ttmROAunder5 5YrROAunder5 0.3%

D-E0.3 InsOwn30 InsBuy1 ttmROAover5 5YrROAover5 -0.2%

Ben Graham EYld 2AAA D-E 0.1 0.0%

P-B 0.1 D-E 0.3 0.0%

Buy 10k Director etc. PSr0.7 InOwner30 -0.6%

Buy 10k Tp Mngt PSr0.7 InOwner30 -0.4%

Zacks Roe No Rebalancing -0.5%

Zacks #5 Rank -0.2%

Zacks #1 Rank 0.1%

NCAV 20-45 1.7%

NCAV 20 1.1%

1 Week Healthy Dumps -0.8%

New 52 Week Lows Insider 0.1%

New 5 Year Lows Insider 0.9%

Market quintile P-S Ratio 3 Insider 30 Stocks 0.7%

New 5 Year Highs -0.2%

New 52 Week Lows 0.5%

New 52 Week Highs 0.1%

Market quintile P-B Ratio 3 Insider 30 Stocks -0.1%

Market quintile PCF Ratio 3 Insider 30 Stocks -0.1%

(1) S&P 500 High Relative Strenght -0.3%

(1) S&P 500 Low Relative Strenght 0.1%

New 5 Year Low 0.1%

Morningstar 5 Star 0.5%

0.7%

Performance

Ideas

Community

Today:
Week:
1-month:
All-time:

+1.6%
+4.3%
+12.0%
+112.8%

vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:

+1.3%
+3.0%
+4.3%
+59.5%

Similar Portfolios also own:
KCLI, PLFE, AB, C, KMP, MS, ING, EPD, [EP], BRK.B

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Portfolio History^NEW

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What are Alerts?

Ticker	Last Trade	Today's Change		Volume	% of Daily	Mkt Cap	Div Yield	% off 52wk lw	% from 52wk hg	Gain	View as: AlertsAlerts CommentsComments
AHT	$13.33	-0.07	-0.5%	81,023	44%	$915.6M	3.6%	82%	-1%	+115.0%

BIP	$39.85	+0.73	+1.9%	191,027	54%	$5.6B	4.4%	31%	-3%	+128.1%

BX	$23.61	+0.19	+0.8%	2,152,122	62%	$13.1B	3.9%	107%	-0%	+63.6%

[EPE]	$0.00	0.00	0.0%		0%	$	-	N/A%	N/A%	-100.0%

FCVA	$3.32	+0.11	+3.6%	100	5%	$39.3M	-	63%	-1%	-55.1%

PNX	$42.84	+2.05	+5.0%	159,782	714%	$236.5M	-	109%	5%	+1730.8%

PROV	$15.62	+0.03	+0.2%	14,271	41%	$162.9M	1.8%	47%	-21%	+394.2%

TSU	$20.51	+0.06	+0.3%	616,580	96%	$9.8B	3.6%	25%	-27%	+45.9%

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Discuss this portfolio with Montag

	Latest Portfolio Notes & Links
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DealBook: Blackstone Leads Latest Chinese Privatization Bid
BX
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 21, 07:35AM from (dealbook.nytimes.com)
The $662.3 million leveraged buyout bid for a technology outsourcing firm based in China is the latest in a series of deals more ...

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SAC's Cohen Said to Mull Deal That Would Shut Hedge Fund
BX
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 20, 04:50PM from (www.bloomberg.com)
After five years under investigation for insider trading, Steven Cohen is considering proposing a deal to prosecutors that more ...

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SHAREHOLDER ALERT: Pomerantz Law Firm Reminds Shareholders With Losses on Their Investment in The Phoenix Companies, Inc. of the Class Action Lawsuit and Upcoming Deadline -- PNX
PNX
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - May 17, 05:43PM from (globenewswire.com)
NEW YORK, May 17, 2013 (GLOBE NEWSWIRE) -- Pomerantz Grossman Hufford Dahlstrom & Gross LLP has filed a class action more ...

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Rajat Gupta’s Lust for Zeros
AMD INTC PG GS MCO BBRY AKAM GOOG BX
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 17, 07:00AM from (www.nytimes.com)
Why the difference between a personal fortune of $100 million and $1 billion meant the world to the former McKinsey director.<img more ...

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Bayonne Medical Center Has Highest U.S. Billing Rates
CI AET BX
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 16, 06:45PM from (www.nytimes.com)
The Bayonne Medical Center charged Medicare the highest amounts in the country for nearly one-quarter of the most common more ...

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Why Dell Trades at a Merger Arbitrage Discount
HPQ MSFT DELL MNA BX
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 15, 12:50PM from (247wallst.com)
Dell Inc. (NASDAQ: DELL) is in the midst of what would be one of the largest go-private transactions ever. The PC giant and more ...

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Deutsche Wohnen Funds From Operations Gain on Acquisitions
BX
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 14, 01:46AM from (www.bloomberg.com)
Deutsche Wohnen AG (DWNI), Germany’s second-largest residential landlord by market value, said first-quarter funds from more ...

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UBS Joins a Growing Group of Titans in Funding the Entrepreneurial Fellowship Venture for America
AXP BAC IACI UBS BX LNKD
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 10, 01:08PM from (www.benzinga.com)
In a press release Friday morning, UBS Americas (NYSE: UBS) announced it would invest $1.2M over the course of three years more ...

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Blackstone Bolsters Aerospace and Defense Expertise
BX
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - May 09, 10:00AM from (www.businesswire.com)
Blackstone (NYSE:BX) today announced that Jim Albaugh has been appointed as a Senior Advisor. Mr. Albaugh will focus primarily more ...

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Ashford Hospitality Trust Reports First Quarter Results
AHT
Posted by PR Newswire ( track newsfeed | ignore newsfeed ) - May 08, 04:05PM

DALLAS, May 8, 2013 /PRNewswire/ -- Ashford Hospitality more ...
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Blackstone Sells Out of General Growth Properties
GGP BX
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 07, 10:45AM from (247wallst.com)
Private equity firms are taking profits in their portfolio holdings left and right. The third such instance today comes from more ...

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Dividend Highlights/Lowlights for May 6
ABT GIS LOW ETR BAC TSN TXT IEP LINE BX
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - May 06, 04:39PM from (www.dividend.com)
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Apollo First-Quarter Profit Rises 76% as Holdings Gain
BX LYB KKR APO CG RLGY
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 06, 12:05PM from (www.bloomberg.com)
Apollo Global Management LLC (APO), the private-equity firm run by Leon Black, reported first-quarter profit that beat analysts’ more ...

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Pantheon Hires Riak in 401(k) Private Equity Push
VZ BX KKR CG
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 06, 11:06AM from (www.bloomberg.com)
Pantheon Ventures LLP, a private- equity fund investor overseeing $24 billion, hired Michael Riak from Verizon Communications more ...

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Citigroup Raises Price Target, Estimates on Blackstone Group
BX
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - May 06, 09:17AM from (www.dividend.com)
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Dividend Highlights/Lowlights for May 3
HUM WAG SCHW CI JOY NLY AMTD BX AGNC KRFT
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SHAREHOLDER ALERT: Pomerantz Law Firm Reminds Shareholders with Losses on Their Investment in The Phoenix Companies, Inc. of the Class Action Lawsuit and Upcoming Deadline -- PNX
PNX
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - May 03, 02:13PM from (globenewswire.com)
NEW YORK, May 3, 2013 (GLOBE NEWSWIRE) -- Pomerantz Grossman Hufford Dahlstrom & Gross LLP has filed a class action lawsuit more ...

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Chicken to Buy Foreclosed Homes? REIT Does It
BX TWO TRLA SBY
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Institutional investors have been busy elbowing their way into a real estate investment segment previously occupied mostly more ...

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Cedar Fair Coaster Riders Buy on Credit in Disney Shadow
FUN DIS BX SIX SEAS
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 01, 12:24AM from (www.bloomberg.com)
After years of reining in spending, Aney Salas was ready to spring a bit for her kids to have some fun. So they headed to more ...

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Provident Financial Holdings Announces Quarterly Cash Dividend
PROV
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - April 30, 06:43PM from (globenewswire.com)
RIVERSIDE, Calif., April 30, 2013 (GLOBE NEWSWIRE) -- Provident Financial Holdings, Inc. ("Company"), (Nasdaq:PROV), more ...

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