Ratings Changes

Ticker Guru Based On Old New  
OSTK Benjamin Graham Some Interest No Interest
IDXX Dashan Huang Strong Interest Some Interest
LOW Dashan Huang No Interest Some Interest
GEL Dashan Huang No Interest Some Interest
MMC Dashan Huang Some Interest No Interest
JOE Dashan Huang No Interest Strong Interest
WST Dashan Huang Strong Interest No Interest
WGO Dashan Huang Strong Interest No Interest
BRO Dashan Huang Some Interest No Interest
GGB Dashan Huang No Interest Strong Interest
NNI Dashan Huang Strong Interest No Interest
DMLP Dashan Huang No Interest Some Interest
WLK Dashan Huang No Interest Strong Interest
SEM Dashan Huang Some Interest No Interest
BCC Dashan Huang No Interest Strong Interest
ENLC Dashan Huang No Interest Some Interest
BSM Dashan Huang No Interest Some Interest
MSGS Dashan Huang Some Interest No Interest
ZTO Dashan Huang Some Interest No Interest
VCTR Dashan Huang Strong Interest No Interest
DD Dashan Huang No Interest Some Interest
CSTM Dashan Huang No Interest Some Interest
CHX Dashan Huang Some Interest Strong Interest
CIVI Dashan Huang No Interest Strong Interest
EWBC David Dreman No Interest Some Interest
HTHIY James O'Shaughnessy Some Interest No Interest
UNM James O'Shaughnessy Strong Interest Some Interest
KBH James O'Shaughnessy Some Interest No Interest
EWBC James O'Shaughnessy No Interest Some Interest
IX James O'Shaughnessy Some Interest No Interest
MED James O'Shaughnessy Some Interest No Interest
MRO James O'Shaughnessy Some Interest Strong Interest
RUSHA James O'Shaughnessy Some Interest No Interest
AMAL James O'Shaughnessy No Interest Some Interest
EQT James P. O'Shaughnessy No Interest Strong Interest
AIG James P. O'Shaughnessy No Interest Strong Interest
MRK James P. O'Shaughnessy Strong Interest No Interest
COP Joel Greenblatt No Interest Some Interest
GMS Joel Greenblatt No Interest Some Interest
AESI Joel Greenblatt Some Interest No Interest
FBMS John Neff No Interest Some Interest
EBC Joseph Piotroski No Interest Some Interest
COLB Meb Faber No Interest Some Interest
RS Meb Faber Some Interest No Interest
WAFD Meb Faber Some Interest Strong Interest
TPC Meb Faber Some Interest No Interest
PCRX Meb Faber No Interest Some Interest
ALSN Meb Faber Strong Interest Some Interest
AR Meb Faber No Interest Some Interest
CMPR Meb Faber Some Interest No Interest
ASO Meb Faber Some Interest No Interest
EBC Meb Faber Some Interest No Interest
OGN Meb Faber Some Interest No Interest
VSH Motley Fool No Interest Some Interest
SYF Motley Fool No Interest Some Interest
BIPC Motley Fool No Interest Some Interest
ATRI Partha Mohanram No Interest Some Interest
CHD Partha Mohanram Some Interest Strong Interest
FDS Partha Mohanram No Interest Some Interest
SRDX Partha Mohanram No Interest Strong Interest
NVMI Partha Mohanram No Interest Some Interest
CDMO Partha Mohanram No Interest Some Interest
PNC Patrick O'Shaughnessy Some Interest No Interest
CPF Patrick O'Shaughnessy Some Interest No Interest
PERI Patrick O'Shaughnessy No Interest Some Interest
SBSI Peter Lynch No Interest Some Interest
PB Peter Lynch No Interest Strong Interest
HTLF Peter Lynch No Interest Some Interest
SFBS Peter Lynch No Interest Some Interest
HOPE Peter Lynch No Interest Some Interest
EPAC Peter Lynch No Interest Some Interest
AES Pim van Vliet Some Interest No Interest
ADP Pim van Vliet Some Interest No Interest
CAT Pim van Vliet Some Interest Strong Interest
ECL Pim van Vliet Some Interest No Interest
PEG Pim van Vliet Some Interest No Interest
SCI Pim van Vliet Some Interest No Interest
UNP Pim van Vliet Some Interest No Interest
BHP Pim van Vliet Some Interest Strong Interest
CASY Pim van Vliet Some Interest No Interest
CGNX Pim van Vliet No Interest Some Interest
JBHT Pim van Vliet No Interest Some Interest
NSC Pim van Vliet Some Interest No Interest
OTEX Pim van Vliet Some Interest No Interest
TSCO Pim van Vliet Strong Interest Some Interest
RCI Pim van Vliet Some Interest No Interest
CVX Pim van Vliet No Interest Some Interest
ZBH Pim van Vliet Some Interest No Interest
MO Pim van Vliet Some Interest Strong Interest
MASI Pim van Vliet Some Interest No Interest
GPK Pim van Vliet Some Interest No Interest
IRM Pim van Vliet Strong Interest Some Interest
XRAY Pim van Vliet Some Interest No Interest
GL Pim van Vliet Strong Interest Some Interest
ABEV Pim van Vliet Strong Interest Some Interest
KBH Tobias Carlisle Strong Interest No Interest
ATKR Tobias Carlisle Strong Interest Some Interest
ACN Warren Buffett Some Interest Strong Interest
FSS Wesley Gray Some Interest Strong Interest
NSIT Wesley Gray No Interest Strong Interest
PCG Wesley Gray Some Interest Strong Interest
TGS Wesley Gray Some Interest Strong Interest
MANH Wesley Gray Some Interest Strong Interest
WYNN Wesley Gray Some Interest Strong Interest
TRNS Wesley Gray No Interest Strong Interest
RYI Wesley Gray No Interest Strong Interest
ORLY Wesley Gray Strong Interest No Interest
KNSL Wesley Gray Strong Interest No Interest
CARS Wesley Gray Some Interest No Interest
ROAD Wesley Gray No Interest Some Interest
FOCS Wesley Gray Some Interest Strong Interest
ARES Wesley Gray No Interest Some Interest
AMK Wesley Gray Some Interest No Interest
KROS Wesley Gray No Interest Some Interest
ASRT Wesley Gray Some Interest Strong Interest
WGO Benjamin Graham Strong Interest Some Interest
ADSK Dashan Huang No Interest Strong Interest
DVA Dashan Huang No Interest Strong Interest
GHL Dashan Huang No Interest Strong Interest
ULTA Dashan Huang Strong Interest Some Interest
V Dashan Huang Some Interest No Interest
WCN Dashan Huang Some Interest No Interest
COOP Dashan Huang No Interest Strong Interest
BBWI Dashan Huang No Interest Strong Interest
SU David Dreman No Interest Some Interest
COF James O'Shaughnessy Some Interest Strong Interest
HIG James O'Shaughnessy Some Interest No Interest
NOK James O'Shaughnessy Some Interest Strong Interest
FULT James O'Shaughnessy No Interest Some Interest
MHO James O'Shaughnessy Strong Interest Some Interest
PLAB James O'Shaughnessy Some Interest No Interest
UMBF James O'Shaughnessy No Interest Some Interest
OCFC James O'Shaughnessy Some Interest Strong Interest
UGP James O'Shaughnessy Strong Interest Some Interest
PFS James O'Shaughnessy No Interest Some Interest
HNI James O'Shaughnessy Some Interest No Interest
BBAR James O'Shaughnessy Some Interest No Interest
SBSW James O'Shaughnessy Strong Interest Some Interest
REZI Joel Greenblatt Some Interest Strong Interest
UFPI Joel Greenblatt No Interest Some Interest
SLVM Joel Greenblatt Strong Interest No Interest
SFBS John Neff Some Interest No Interest
IIIN Kenneth Fisher Some Interest No Interest
LZB Kenneth Fisher Some Interest Strong Interest
UNF Kenneth Fisher No Interest Some Interest
AMRN Kenneth Fisher No Interest Some Interest
JMIA Kenneth Fisher No Interest Some Interest
BIG Meb Faber Some Interest No Interest
DG Meb Faber Some Interest No Interest
LADR Meb Faber Some Interest No Interest
WRK Meb Faber No Interest Some Interest
SNBR Meb Faber No Interest Some Interest
DBI Meb Faber No Interest Some Interest
EOSE Meb Faber Some Interest Strong Interest
CEG Meb Faber No Interest Some Interest
SBGI Meb Faber Strong Interest Some Interest
KLIC Motley Fool No Interest Some Interest
ETD Motley Fool No Interest Some Interest
MDC Motley Fool No Interest Some Interest
SKY Motley Fool No Interest Some Interest
IBN Motley Fool No Interest Some Interest
WLK Motley Fool No Interest Some Interest
IDT Motley Fool Some Interest No Interest
COOP Motley Fool Some Interest No Interest
NWG Motley Fool Some Interest No Interest
FELE Partha Mohanram No Interest Some Interest
BLMN Partha Mohanram No Interest Strong Interest
HRB Patrick O'Shaughnessy Some Interest Strong Interest
BOKF Patrick O'Shaughnessy Some Interest No Interest
ASTL Patrick O'Shaughnessy Some Interest No Interest
KB Peter Lynch No Interest Some Interest
ITUB Peter Lynch Strong Interest No Interest
VICI Peter Lynch Some Interest Strong Interest
PFC Peter Lynch No Interest Some Interest
ASTL Peter Lynch Strong Interest Some Interest
COF Pim van Vliet No Interest Some Interest
CL Pim van Vliet Some Interest No Interest
GIS Pim van Vliet Strong Interest Some Interest
KMB Pim van Vliet Strong Interest Some Interest
MCD Pim van Vliet Strong Interest Some Interest
ADSK Pim van Vliet No Interest Some Interest
DCI Pim van Vliet No Interest Strong Interest
TTC Pim van Vliet Some Interest Strong Interest
DEO Pim van Vliet Some Interest No Interest
TGT Pim van Vliet Strong Interest Some Interest
DB Pim van Vliet Some Interest No Interest
BSAC Pim van Vliet Strong Interest Some Interest
ITUB Pim van Vliet Strong Interest Some Interest
VRSK Pim van Vliet Strong Interest Some Interest
NXPI Pim van Vliet Some Interest Strong Interest
SYF Pim van Vliet Some Interest Strong Interest
HLT Pim van Vliet Some Interest Strong Interest
ODP Tobias Carlisle Some Interest Strong Interest
MGM Wesley Gray No Interest Some Interest
NVR Wesley Gray Some Interest No Interest
TEX Wesley Gray Strong Interest Some Interest
RMBS Wesley Gray Strong Interest Some Interest
NVDA Wesley Gray Strong Interest Some Interest
LII Wesley Gray Some Interest No Interest
EXP Wesley Gray No Interest Strong 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.

Validea.com is a research provider that is owned and operated by The Reese Group, LLC. Validea.com offers model portfolios, screening and stock analysis that is not customized to any individual. No information on Validea.com should be construed as investment advice. Validea Capital Management is a separate investment advisory firm registered with the state of Connecticut. Validea Capital offers investment management services directly to clients and is a separate entity from The Reese Group, LLC. The Reese Group and Validea Capital are affiliated entities and share partial common ownership.