Ratings Changes

Ticker Guru Based On Old New  
MTX Benjamin Graham No Interest Some Interest
JOUT Benjamin Graham No Interest Some Interest
RGR Benjamin Graham No Interest Some Interest
DNOW Benjamin Graham No Interest Some Interest
OHI Dashan Huang Some Interest No Interest
TEX Dashan Huang Some Interest No Interest
VSH Dashan Huang Some Interest No Interest
UBS Dashan Huang Some Interest No Interest
PB Dashan Huang Some Interest No Interest
EXTR Dashan Huang Strong Interest Some Interest
WLK Dashan Huang Strong Interest Some Interest
DKL Dashan Huang Some Interest Strong Interest
CGBD Dashan Huang Strong Interest No Interest
GPI James O'Shaughnessy Strong Interest Some Interest
ZUMZ James O'Shaughnessy Strong Interest Some Interest
SU James O'Shaughnessy Strong Interest Some Interest
AR James O'Shaughnessy Some Interest Strong Interest
HOPE James O'Shaughnessy Some Interest No Interest
TALO James O'Shaughnessy No Interest Some Interest
BBAR James O'Shaughnessy No Interest Some Interest
PG James P. O'Shaughnessy Strong Interest No Interest
GRBK James P. O'Shaughnessy Strong Interest No Interest
EYE James P. O'Shaughnessy No Interest Strong Interest
ABR John Neff Some Interest No Interest
ALSN John Neff Some Interest No Interest
VIPS John Neff No Interest Some Interest
NUE Kenneth Fisher No Interest Strong Interest
MOS Kenneth Fisher No Interest Some Interest
PDCE Kenneth Fisher No Interest Some Interest
TPL Martin Zweig No Interest Some Interest
POST Meb Faber Some Interest No Interest
SPTN Meb Faber No Interest Some Interest
VRTV Meb Faber No Interest Some Interest
NTST Meb Faber Some Interest Strong Interest
MCRI Motley Fool No Interest Some Interest
TR Motley Fool No Interest Some Interest
TITN Motley Fool Some Interest No Interest
UFCS Motley Fool Some Interest No Interest
TMST Motley Fool Some Interest No Interest
HONE Motley Fool No Interest Some Interest
BYD Partha Mohanram Strong Interest No Interest
WEN Partha Mohanram Some Interest No Interest
SRPT Partha Mohanram Some Interest No Interest
BKI Partha Mohanram No Interest Some Interest
SONO Partha Mohanram Some Interest No Interest
LYG Patrick O'Shaughnessy No Interest Some Interest
X Patrick O'Shaughnessy Some Interest Strong Interest
NWBI Peter Lynch No Interest Some Interest
KEYS Peter Lynch No Interest Some Interest
PH Pim van Vliet Some Interest No Interest
PFE Pim van Vliet No Interest Some Interest
PG Pim van Vliet No Interest Some Interest
RJF Pim van Vliet Strong Interest Some Interest
EMR Pim van Vliet Strong Interest Some Interest
BMO Pim van Vliet Some Interest No Interest
GLPI Pim van Vliet Some Interest Strong Interest
TRP Pim van Vliet Strong Interest Some Interest
ANF Tobias Carlisle Strong Interest Some Interest
VRTV Tobias Carlisle Some Interest Strong Interest
ODP Tobias Carlisle No Interest Some Interest
TSM Warren Buffett Some Interest Strong Interest
AXP Wayne Thorp No Interest Some Interest
BBW Wayne Thorp No Interest Some Interest
THG Wayne Thorp No Interest Some Interest
CLMT Wayne Thorp No Interest Some Interest
MELI Wayne Thorp Some Interest No Interest
ATSG Wayne Thorp No Interest Strong Interest
AJRD Wayne Thorp No Interest Some Interest
SITE Wayne Thorp Strong Interest No Interest
CTO Wayne Thorp No Interest Some Interest
GFF Wesley Gray Some Interest No Interest
AVD Wesley Gray Some Interest No Interest
LXU Wesley Gray Some Interest No Interest
NBTB Wesley Gray Strong Interest No Interest
MRO Wesley Gray Some Interest Strong Interest
SBS Wesley Gray Some Interest Strong Interest
ACHC Wesley Gray Some Interest No Interest
ALSN Wesley Gray Some Interest No Interest
ARCO Wesley Gray Some Interest Strong Interest
CNX Wesley Gray Strong Interest No Interest
FUTU Wesley Gray No Interest Some Interest
IMVT Wesley Gray No Interest Some Interest
KLXE Wesley Gray Some Interest Strong Interest
UAN Wesley Gray Some Interest No Interest
IMCR Wesley Gray Some Interest Strong Interest
XPRO Wesley Gray Some Interest No Interest
ARIS Wesley Gray Some Interest No Interest
EMBC Benjamin Graham Some Interest No Interest
SSL Dashan Huang Strong Interest Some Interest
WIRE Dashan Huang Strong Interest No Interest
NSSC Dashan Huang Strong Interest Some Interest
PLAB Dashan Huang Strong Interest No Interest
NTTYY Dashan Huang No Interest Some Interest
SJM Dashan Huang Some Interest Strong Interest
IT Dashan Huang Strong Interest No Interest
DSX Dashan Huang Strong Interest No Interest
VMW Dashan Huang No Interest Some Interest
NSP Dashan Huang Strong Interest No Interest
MDLZ Dashan Huang Some Interest No Interest
VIR David Dreman Some Interest No Interest
PPC James O'Shaughnessy Some Interest No Interest
POST James O'Shaughnessy Some Interest No Interest
SFL James O'Shaughnessy No Interest Some Interest
BRSP James O'Shaughnessy No Interest Some Interest
WFC James P. O'Shaughnessy Strong Interest No Interest
TSM James P. O'Shaughnessy No Interest Strong Interest
GEF Joel Greenblatt Strong Interest No Interest
KFY Joel Greenblatt Some Interest Strong Interest
ULH Joel Greenblatt No Interest Some Interest
VRTV Joel Greenblatt No Interest Some Interest
BLD Joel Greenblatt Some Interest Strong Interest
QDEL Joel Greenblatt Strong Interest No Interest
TGH Joseph Piotroski Some Interest No Interest
RVLV Kenneth Fisher No Interest Some Interest
BGFV Meb Faber Some Interest No Interest
ALSN Meb Faber Strong Interest Some Interest
CMPR Meb Faber No Interest Some Interest
IMMR Motley Fool Some Interest No Interest
CLFD Motley Fool Some Interest No Interest
OFG Motley Fool No Interest Some Interest
BSX Partha Mohanram Some Interest No Interest
SYK Partha Mohanram Some Interest No Interest
JBL Partha Mohanram No Interest Some Interest
VIVO Partha Mohanram Some Interest No Interest
UFPT Partha Mohanram Some Interest No Interest
PWR Partha Mohanram Some Interest No Interest
ATRC Partha Mohanram Strong Interest Some Interest
MA Partha Mohanram Some Interest Strong Interest
LMAT Partha Mohanram Some Interest No Interest
MASI Partha Mohanram Some Interest No Interest
LNTH Partha Mohanram Some Interest No Interest
GKOS Partha Mohanram Strong Interest No Interest
PYPL Partha Mohanram Some Interest Strong Interest
ASML Partha Mohanram Some Interest No Interest
NOVT Partha Mohanram Some Interest No Interest
YUMC Partha Mohanram No Interest Some Interest
AZO Patrick O'Shaughnessy No Interest Some Interest
WGO Patrick O'Shaughnessy Some Interest No Interest
CIG Patrick O'Shaughnessy No Interest Some Interest
AZZ Peter Lynch Some Interest No Interest
SJR Peter Lynch Some Interest No Interest
NTES Peter Lynch Strong Interest No Interest
SPTN Peter Lynch Some Interest Strong Interest
NOMD Peter Lynch Some Interest No Interest
AAPL Pim van Vliet Some Interest No Interest
JBL Pim van Vliet Strong Interest Some Interest
SEIC Pim van Vliet Strong Interest Some Interest
TTC Pim van Vliet No Interest Some Interest
NTTYY Pim van Vliet Some Interest Strong Interest
IX Pim van Vliet No Interest Some Interest
SNY Pim van Vliet No Interest Some Interest
MUFG Pim van Vliet No Interest Some Interest
MA Pim van Vliet No Interest Some Interest
FOXA Pim van Vliet No Interest Some Interest
MU Tobias Carlisle Some Interest No Interest
VGR Tobias Carlisle Strong Interest Some Interest
FCX Tobias Carlisle Some Interest No Interest
SQM Tobias Carlisle Some Interest Strong Interest
GEF Tobias Carlisle Some Interest No Interest
DANOY Tobias Carlisle Some Interest No Interest
PARR Tobias Carlisle Strong Interest Some Interest
MRNA Tobias Carlisle Some Interest Strong Interest
ABCL Tobias Carlisle No Interest Some Interest
EMBC Tobias Carlisle No Interest Some Interest
ABT Wayne Thorp Some Interest No Interest
ADM Wayne Thorp No Interest Some Interest
HMC Wayne Thorp Some Interest No Interest
NFG Wayne Thorp No Interest Strong Interest
AEO Wayne Thorp Strong Interest No Interest
BHP Wayne Thorp Strong Interest Some Interest
CHS Wayne Thorp Some Interest No Interest
DE Wayne Thorp No Interest Strong Interest
DY Wayne Thorp No Interest Strong Interest
EQR Wayne Thorp Strong Interest No Interest
O Wayne Thorp No Interest Some Interest
YPF Wayne Thorp Strong Interest No Interest
DB Wayne Thorp No Interest Some Interest
DPZ Wayne Thorp No Interest Strong Interest
CTRN Wayne Thorp No Interest Some Interest
PSEC Wayne Thorp Some Interest No Interest
SCCO Wayne Thorp Some Interest Strong Interest
ULTA Wayne Thorp Strong Interest Some Interest
MSCI Wayne Thorp No Interest Strong Interest
DLTR Wayne Thorp No Interest Some Interest
PM Wayne Thorp Strong Interest Some Interest
HAFC Wayne Thorp No Interest Strong Interest
VIPS Wayne Thorp Strong Interest No Interest
SPLK Wayne Thorp Some Interest Strong Interest
DHT Wayne Thorp Some Interest No Interest
AGNC Wayne Thorp Some Interest No Interest
PUMP Wayne Thorp Some Interest No Interest
BBWI Wayne Thorp Strong Interest Some Interest
FRT Wayne Thorp No Interest Some Interest
GD Wesley Gray Strong Interest No Interest
NR Wesley Gray No Interest Some Interest
RMBS Wesley Gray Some Interest No Interest
CCRN Wesley Gray Strong Interest No Interest
CELH Wesley Gray Some Interest No Interest
SPTN Wesley Gray Some Interest No Interest
TNP Wesley Gray No Interest Some Interest
Performance Disclaimer: Returns presented on Validea.com are model returns and do not represent actual trading. As a result, they do not incorporate any commissions or other trading costs or fees. Model portfolios with inception dates on or after 12/30/2005 include a combination of back tested and live model returns. The back-tested performance results shown are hypothetical and are not the result of real-time management of actual accounts. The back-testing of performance differs from actual account performance because the investment strategy may be adjusted at any time, for any reason and can continue to be changed until desired or better performance results are achieved. Back-tested returns are presented to provide general information regarding how the underlying strategy behind the portfolio performed in our historical testing. A back-tested strategy has the benefit of hindsight and the results do not reflect the impact that material economic or market factors may have had on advisor's decision-making if actual client assets were being managed using this approach. The model portfolios offered on Validea are concentrated and as a result they will exhibit high levels of volatility and their performance can be substantially impacted by the performance of individual positions.

Optimal portfolios presented on Validea.com represent the rebalancing period that has led to the best historical performance for each of our equity models. Each optimal portfolio was determined after the fact with performance information that was not available at portfolio inception. As a result, an investor could not have invested in the optimal portfolio since its inception. Optimal portfolios are presented to allow investors to quickly determine the portfolio size and rebalancing period that has performed best for each of our models in our historical testing.

Both the model portfolio and benchmark returns presented for all equity portfolios on Validea.com are not inclusive of dividends. Returns for our ETF portfolios and trend following system, and the benchmarks they are compared to, are inclusive of dividends. The S&P 500 is presented as a benchmark because it is the most widely followed benchmark of the overall US market and is most often used by investors for return comparison purposes. As with any investment strategy, there is potential for profit as well as the possibility of loss and investors may incur a loss despite a past history of gains. Past performance does not guarantee future results. Results will vary with economic and market conditions.