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MicNOVA Portfolio Review (2019-07-10) - bivio 2019... · Cerner Corporation Cognizant Technology...

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MicNOVA Portfolio Review July 10, 2019
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Page 1: MicNOVA Portfolio Review (2019-07-10) - bivio 2019... · Cerner Corporation Cognizant Technology Solutions Corp CVS Health Corp Gentex Corporation IPG Photonics Corporation LKQ Corporation

MicNOVA Portfolio Review

July 10, 2019

Page 2: MicNOVA Portfolio Review (2019-07-10) - bivio 2019... · Cerner Corporation Cognizant Technology Solutions Corp CVS Health Corp Gentex Corporation IPG Photonics Corporation LKQ Corporation

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Page 4: MicNOVA Portfolio Review (2019-07-10) - bivio 2019... · Cerner Corporation Cognizant Technology Solutions Corp CVS Health Corp Gentex Corporation IPG Photonics Corporation LKQ Corporation

• Adequate diversification with 16 Stocks.

• Holdings typically 4-8% of portfolio. (1/16 = 6.25%)

• High quality companies, average quality score 93.

• Good size diversification. Would benefit from an additional small company.

• Only losing positions are CVS and LKQ but half of our positions underperformed the broad market.

• Several companies have a high PAR but their stock prices have recently gone down: CVS, LKQ, CTSH, ABBV, and IPGP. Stock watchers should closely review these.

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Page 7: MicNOVA Portfolio Review (2019-07-10) - bivio 2019... · Cerner Corporation Cognizant Technology Solutions Corp CVS Health Corp Gentex Corporation IPG Photonics Corporation LKQ Corporation

Note Stocks on the Low End of Their 52 Week Range Opportunity or Warning?

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Examples of Strong Price Charts

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Page 9: MicNOVA Portfolio Review (2019-07-10) - bivio 2019... · Cerner Corporation Cognizant Technology Solutions Corp CVS Health Corp Gentex Corporation IPG Photonics Corporation LKQ Corporation

V Prices over 4 Years !9

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MSFT Prices over 4 Years !10

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Stocks Performing Poorly Over the Last 12 Months

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CVS

Page 14: MicNOVA Portfolio Review (2019-07-10) - bivio 2019... · Cerner Corporation Cognizant Technology Solutions Corp CVS Health Corp Gentex Corporation IPG Photonics Corporation LKQ Corporation

CVS Prices over 4 Years !14

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LKQ

Page 16: MicNOVA Portfolio Review (2019-07-10) - bivio 2019... · Cerner Corporation Cognizant Technology Solutions Corp CVS Health Corp Gentex Corporation IPG Photonics Corporation LKQ Corporation

LKQ Prices over 4 Years !16

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CTSH

Page 18: MicNOVA Portfolio Review (2019-07-10) - bivio 2019... · Cerner Corporation Cognizant Technology Solutions Corp CVS Health Corp Gentex Corporation IPG Photonics Corporation LKQ Corporation

CTSH Prices over 4 Years !18

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ABBV

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ABBV Prices over 4 Years !20

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IPGP

Page 22: MicNOVA Portfolio Review (2019-07-10) - bivio 2019... · Cerner Corporation Cognizant Technology Solutions Corp CVS Health Corp Gentex Corporation IPG Photonics Corporation LKQ Corporation

IPGP Prices over 4 Years !22

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Low PAR After Price Increase

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CERN Prices over 4 Years !25

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CERN

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Questions?

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