BESPOKE Investment Group
The Bespoke 50 July 17, 2014
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we do not guarantee its accuracy. None of the information in this report or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities.
Bespoke 50 S&P 500
Last Week -0.90 0.21
Since Inception 94.19 44.35
Performance (%)
The Bespoke 50: Performance Since Inception
-10
10
30
50
70
90
110
Mar-12 Sep-12 Mar-13 Sep-13 Mar-14
Bespoke 50
SPY
+94.2%
+44.3%
-5
5
15
25
35
45
55
65
Mar-12 Sep-12 Mar-13 Sep-13 Mar-14
Bespoke 50 vs. S&P 500 +49.9%
Removed
ABAX
CKEC
CPN
CRK
ENTA
HDS
HUN
MPO
NNBR
SYRG
TUES
WPX
Stock Company Sector Price
Est. EPS Growth
Next Year
AA Alcoa Inc Materials 16.42 33.95
AKRX Akorn Inc Health Care 33.70 51.02
AMAT Applied Materials Inc Technology 22.93 27.75
AMKR Amkor Technology Inc Technology 10.90 28.91
AMT American Tower Corp Financials 91.31 26.18
AMZN Amazon.com Inc Consumer Discret. 353.03 71.25
ATI Allegheny Technologies Inc Materials 45.35 532.01
AVGO Avago Technologies Ltd Technology 72.53 33.20
BHI Baker Hughes Inc Energy 73.16 31.26
CAR Avis Budget Group Inc Industrials 59.17 26.17
CENX Century Aluminum Co Materials 17.84 112.13
CHSP Chesapeake Lodging Trust Financials 29.97 30.00
CHTR Charter Communications Inc Consumer Discret. 163.79 281.20
CNW Con-way Inc Industrials 49.38 33.09
CODE Spansion Inc Technology 22.17 55.87
CPE Callon Petroleum Co Energy 10.91 44.82
CRZO Carrizo Oil & Gas Inc Energy 65.95 47.71
CTRL Control4 Corp Technology 17.51 63.18
CVGI Commercial Vehicle Group Inc Industrials 10.51 134.85
CXO Concho Resources Inc Energy 143.73 29.96
CYH Community Health Systems Inc Health Care 45.56 38.98
DIOD Diodes Inc Technology 28.85 29.90
EQIX Equinix Inc Technology 209.26 62.23
FANG Diamondback Energy Inc Energy 85.24 41.34
FB Facebook Inc Technology 67.07 28.19
H Hyatt Hotels Corp Consumer Discret. 60.80 28.87
HAL Halliburton Co Energy 70.96 29.55
HAR Harman International Industries Inc Consumer Discret. 113.32 25.49
HL Hecla Mining Co Materials 3.35 275.00
HNT Health Net Inc/CA Health Care 42.93 38.38
HZO MarineMax Inc Consumer Discret. 15.90 91.74
LBTYA Liberty Global PLC Consumer Discret. 44.48 292.31
LYV Live Nation Entertainment Inc Consumer Discret. 24.01 98.48
NBR Nabors Industries Ltd Energy 29.04 72.21
NCS NCI Building Systems Inc Industrials 18.83 188.63
NFLX Netflix Inc Consumer Discret. 442.12 56.11
NFX Newfield Exploration Co Energy 44.02 32.39
PANW Palo Alto Networks Inc Technology 77.77 65.41
SBAC SBA Communications Corp Telecom 103.45 462.61
SLCA US Silica Holdings Inc Materials 57.47 49.37
SONS Sonus Networks Inc Technology 4.00 103.64
SWC Stillwater Mining Co Materials 18.75 56.38
TQNT TriQuint Semiconductor Inc Technology 16.12 38.66
TRGP Targa Resources Corp Energy 138.77 26.08
TSLA Tesla Motors Inc Consumer Discret. 217.45 154.48
URI United Rentals Inc Industrials 111.38 26.50
VMC Vulcan Materials Co Materials 63.44 90.70
WMB Williams Cos Inc/The Energy 58.10 40.77
WY Weyerhaeuser Co Financials 32.35 25.56
ZINC Horsehead Holding Corp Materials 17.98 342.76
The Bespoke 50: 7/17/14
The “Bespoke 50” is a list of top growth stocks in the Russell 3,000. To make the list, a stock must have
strong earnings growth prospects along with an attractive price chart based on Bespoke’s proprietary
fundamental and technical analysis. The list is sorted alphabetically, and each stock is equally weighted
when analyzing performance. The “Bespoke 50” is updated weekly. Stocks new to the list this week are
shaded in green. As always, investors should use this list as a starting point for further analysis. Price
charts for all 50 stocks are included on the following pages.
Bespoke
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we do not guarantee its accuracy. None of the information in this report or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities.
AA AKRX
AMAT AMKR
AMT AMZN
ATI AVGO
BHI CAR
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Bespoke
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we do not guarantee its accuracy. None of the information in this report or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities.
CHTR CNW
CODE CPE
CRZO CTRL
CVGI CXO
CHSPCENX
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8/1 9/13 10/25 12/9 1/23 3/7 4/21 6/3 7/16
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Bespoke
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we do not guarantee its accuracy. None of the information in this report or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities.
FB H
HAL HAR
HL HNT
FANG
CYH DIOD
EQIX
32
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Bespoke
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BespokePremium.com © Copyright 2014, Bespoke Investment Group, LLC. Bespoke Investment Group, LLC believes all information contained in this report to be accurate, but
we do not guarantee its accuracy. None of the information in this report or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities.
NFX PANW
SBAC SLCA
NFLX
HZO LBTYA
LYV NBR
NCS
8
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Bespoke
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BespokePremium.com © Copyright 2014, Bespoke Investment Group, LLC. Bespoke Investment Group, LLC believes all information contained in this report to be accurate, but
we do not guarantee its accuracy. None of the information in this report or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities.
SONS SWC
TQNT TRGP
TSLA URI
VMC WMB
WY ZINC
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Bespoke
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we do not guarantee its accuracy. None of the information in this report or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities.
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